Business Process Management Software (BPM / BPMS)

Turn messy business processes into smooth, automated workflows

Track all your workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.

Example Procedure
Employee Onboarding
1HR - Set up payroll and send welcome email
2IT - Order equipment and set up workstation
3Office Manager - Prepare physical workspace
4IT - Create accounts and system access
5HR - Welcome meeting and company orientation
+3 more steps
View template
Example Procedure
Client Onboarding
1Gather Basic Information
2Send Welcome E-Mail
3Conduct a Kick-Off Call
4Conduct a 1 month check-in Call
5Request Feedback
+1 more steps
View template
Example Procedure
Invoicing Client(s)
1Accounts: Invoice creation
2Accounts: Invoice delivery
3Gather billable items
4Create the invoice
5Review and approve
+2 more steps
View template
Example Procedure
Internal Purchase Order Request
1Submit Purchase Order Request Form
2Finance Manager: Review Standard Purchase Order (Under $10k)
3Update Procurement System Status to Rejected
4Notify Employee: Purchase Order Rejected
5Generate Official Purchase Order Number (Standard PO)
+10 more steps
View template
Example Procedure
Help Desk Requests
1Write a concise subject line
2Use the correct category
3Give a full description of your problem
4Add a screenshot or screen recording
5Log the request
+4 more steps
View template
Example Procedure
Multi-Tier Purchase Approval Authority Matrix Workflow
1Supplier approval (Tier 1 - Manager Level)
2Purchase authorization (Tier 2 - Director Level)
3Vendor acknowledgement and PO confirmation
4Define approval thresholds by tier
5Assign approvers by role and backup coverage
+3 more steps
View template

Tallyfy® is Business Process Management Made Easy

Fed up with ad-hoc projects and messy tasks? Tallyfy is AI-powered BPM software that anyone can use - no flowcharts, no BPMN, no consultants. One team saved $1 million in Year 1 after ditching their chaotic, undocumented workflows.

How Tallyfy makes BPM simple

No flowcharts, no BPMN, no consultants required

1. Document

Turn any process into a reusable template using AI or plain language - browse our 150+ ready-made templates for a head start.

2. Track

See every running process across all departments in one dashboard - in our experience, this visibility alone saves 2 hours per person per day.

3. Improve

Use if-then rules to add automation without coding - anyone on your team can build these, not just IT.

Is chaos scalable?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

Enter between 0.5 and 40

$

Enter between $10 and $1,000

$

Based on $30/hr x 4 hrs/wk

Your loss and waste is:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

BPM skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our process management experts for life.

SCHEDULE A CALL
Tallyfy Team

Related Questions

What is business process management software?

BPM software helps you create, run, and improve your processes. Simple as that. Most BPM tools? Way too complicated. Tallyfy was built differently - it's actually easy to use. It follows up on each step automatically so you're not chasing people around. Teams tell us they save about 2 hours per person per day once tracking becomes automatic.

How is Tallyfy different from traditional BPM tools?

No flowcharts. No BPMN diagrams. No certifications needed. Tallyfy has an interface regular people can actually understand and run themselves. You also get AI that creates processes for you, automatic translations in 90+ languages, and GDP-based pricing - some companies get 90% off based on their country.

Where can I see real reviews?

Check out tallyfy.com/customers/ for genuine success stories. You'll see how different businesses ditched the frustration and started moving faster with documented processes.

What happens without proper BPM software?

Chaos. Teams waste hours checking statuses, hunting for information, and cleaning up miscommunication. In our conversations with operations leaders, we hear the same thing - without documented processes, everyone does things their own way. Productivity tanks. People get frustrated. Money gets wasted.

How do you handle customer-facing workflows?

Your external contacts don't need accounts or passwords. They get one permanent link for all their tasks, see your branding, and can pick up work when they're ready. No friction. We've heard this simple approach turns what used to be email chaos into something customers actually appreciate.

Can I generate documents automatically?

Yes! Create fill-in-the-blank templates for contracts, letters, proposals - whatever you need. Lock down what can be edited, reuse content snippets, and auto-fill fields from your workflow data. Documents come out consistent every time.

Is there a free trial?

We don't do generic free trials. Instead, we set up a custom instance of Tallyfy for you with a free walkthrough. Book a demo and we'll configure something you can actually test with your real processes.

Do you help with implementation?

Yes, and it's free. Our team helps you set up and configure your workflows. Book a chat and we'll get you started properly.

How do analytics and reporting work?

You get process scoring to see how well things are running. Track completion times, spot bottlenecks, and measure engagement through Google Analytics integration. This data shows you exactly where to improve - no guessing.

What about automation - is it technical?

Built for regular people, not engineers. You create if-this-then-that rules without any coding. Set up conditional assignments, automated deadlines, and connect to other apps through our API. Anyone on your team can build these.

How do I get started?

We'll give you a personalized demo - no pressure, no obligation. Book one here and we'll show you how it works with your actual use cases.

What kind of ROI do teams see?

It varies, but here's what we've heard: one compliance team saved $1 million in Year 1 and grew revenue 4X. A university tech transfer office recovered $200,000 in missed licensing revenue. An investment firm cut $150,000 in annual hiring costs. The pattern? Fixing undocumented, chaotic processes frees up serious money.

How do you handle compliance and audit trails?

Every step, approval, and handoff gets recorded automatically. Can't be edited or deleted. One team processing 400+ federal compliance reports went from months of manual tracking to automated reporting. Version control alone stops the problem of staff following outdated procedures without knowing it.

Ready to streamline your operations?

Join thousands of teams using Tallyfy to eliminate inefficiency