Compliance Management Software

Turn messy compliance processes into smooth, set and forget workflows. Stop handling Word, Excel and PDF files and digitize compliance management.

Track all your compliance 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
"

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
"

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
"

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
"

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
"

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 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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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 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
"

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
"

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
"

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
"

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
Financial Statement Preparation Workflow
1Gather financial source documents and trial balance
2Record adjusting journal entries for period-end
3Run adjusted trial balance report
4Classify accounts into financial statement categories
5Perform accuracy checks and reconcile statement totals
+3 more steps
View template
Example Procedure
Monthly Sales Tax Filing Workflow
1Extract and compile monthly sales data from all channels
2Reconcile sales tax collected against calculated liability
3Validate tax exemption certificates for exempt purchases
4Complete sales tax returns for each filing jurisdiction
5Submit returns and remit payment before deadline
+3 more steps
View template
Example Procedure
Account Reconciliation
1Compare internal cash register to bank statement
2Identify unmatched transactions between records
3Check for bank errors or recording mistakes
4Review and verify all matched transactions
5Complete reconciliation and document adjustments
View template
Example Procedure
Contract Review & Legal Approval Workflow
1Collect information
2Prepare quote/proposal
3Send Quote
4Proposal meeting
5Quote Variation
+4 more steps
View template
Example Procedure
Medical Insurance Billing and Claims Processing
1Patient check-in and demographics verification
2Insurance Eligibility and Verification
3Medical Coding of Diagnosis, Procedures and Modifiers
4Charge Entry
5Claims submission via clearinghouse
+4 more steps
View template
Example Procedure
Annual Budgeting and Financial Forecasting
1Strategic Planning
2Create the Budget
3Build Financial Forecasts
4Review with Department Heads
5Identify Variances and Risks
+1 more steps
View template

Tallyfy® is Compliance Management Made Easy

Compliance failures cost far more than prevention. Tallyfy turns manual tracking into automated workflows with built-in audit trails, so you can prove exactly who did what and when.

How Tallyfy manages compliance

Bulletproof compliance tracking in three steps

1. Document

Convert policies into reusable templates with version control and audit trails.

2. Track

Monitor compliance status across teams, deadlines, and regulatory requirements.

3. Improve

Add deadline reminders and escalations to prevent missed requirements.

Is compliance optional?

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

Compliance automation skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls for life with our compliance workflow experts. We can help you create or migrate your forms, workflows, approvals and other assets easily into Tallyfy.

SCHEDULE A CALL
Tallyfy Team

Related Questions

What is compliance management software?

It's software that helps you track whether you're following all the rules - regulations, internal policies, industry standards. Think of it as a digital assistant that makes sure nothing falls through the cracks, without the headache of spreadsheets and manual checklists.

What exactly is Tallyfy?

Tallyfy automatically records every step of your workflows. It saves about 2 hours per person daily, assigns tasks to people or AI, and creates audit trails automatically. In our conversations, we've heard teams say it's the first tool that actually gets used because it's so simple.

Why do companies struggle with compliance?

Spreadsheets. Emails. Manual tracking. That's the problem. Teams tell us they miss deadlines because there's no single source of truth. Tallyfy fixes this with auto-reminders, real-time tracking, and workflows that run themselves.

How does Tallyfy make compliance easier?

Task routing sends work to the right person. Reminders go out automatically. Audit trails capture everything. And conditional logic handles different scenarios - like routing a high-risk vendor review differently than a low-risk one.

What happens without proper compliance software?

Missed deadlines. Incomplete documentation. Costly mistakes that could've been prevented. We've seen organizations pay huge fines for things that a simple automated reminder would have caught.

How does Tallyfy handle compliance documentation?

You create fill-in-the-blank templates that generate standard-compliant documents. Auditors love it because they can find exactly what they need. Check out our purchasing approval template for an example.

Can external auditors access Tallyfy?

Yes - through guest access. Auditors get a secure link showing only what they need to see. They don't have to create an account or learn a new system.

How do you ensure tasks get done on time?

The system tracks deadlines automatically. If something's overdue, reminders go out. Still not done? It escalates to a manager. You can see status in real-time, so nothing surprises you.

Where can I read reviews?

Check out our customer page for reviews and testimonials from teams using Tallyfy.

Do you offer country-specific pricing?

Yes. We price based on GDP-per-capita, which means teams in developing countries can get lifetime discounts up to 90%. It's pricing that reflects actual purchasing power.

Is there a free trial?

Yes. Schedule a call and we'll get you set up with trial access.

Do you help with setup?

Absolutely. We offer free implementation support - no extra cost. We'll help you migrate forms, build workflows, and get your team running.

How do I get a demo?

Book a demo for a hands-on walkthrough with our senior team. It's a 1-on-1 session, not a generic webinar.

Can Tallyfy handle FDA and GMP requirements?

Yes. Pharma teams use it for change control, deviation tracking, and regulatory submissions. One global team digitized over 1,100 annual compliance forms with full audit trails, digital signatures, and multi-department routing for FDA, GMP, and GLP.

How do you handle policy acknowledgments?

Healthcare and financial services teams distribute policies, collect digital acknowledgments, and track who's reviewed what. One healthcare system manages 87,000 policy documents with automated acknowledgment workflows across 40,000 staff.

Ready to streamline your operations?

Join thousands of teams using Tallyfy to eliminate inefficiency

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