Compliance Management Software
Turn messy compliance processes into smooth, set and forget workflows. Stop handling Word, Excel and PDF files and digitize compliance management.
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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.
"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.
"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!
"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!
"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.
"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.
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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.
"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.
"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!
"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!
"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.
"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.
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"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.
Is compliance optional?
What busywork costs your company
per week
per year
over 5 years
What will your team run on Tallyfy?
Start with one process your team repeats often.
- Done: Gather financial source documents
- In progress: Record adjusting journal entries for period-end
- Waiting: Run adjusted trial balance report
- Done: Extract and compile monthly sales data from all channels
- In progress: Reconcile sales tax collected against calculated liability
- Waiting: Validate tax exemption certificates for exempt purchases
- Done: Compare internal cash register to bank statement
- In progress: Identify unmatched transactions between records
- Waiting: Check for bank errors or recording mistakes
- Done: Gather client and contract details
- In progress: Prepare quote/proposal
- Waiting: Send the quote to your client
- Done: Patient check-in and demographics verification
- In progress: Insurance Eligibility and Verification
- Waiting: Medical Coding of Diagnosis, Procedures
- Done: Strategic Planning
- In progress: Create the Budget
- Waiting: Build Financial Forecasts
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.
A compliance review cannot drop one task
90% per task, 10 tasks in a row, is about 35%. A 10-step job done blind is worse than a coin flip.
Read why AI is for tasks, not jobsYou cannot automate a process that doesn't exist
Old documents and people's memories aren't a process, and nobody follows them the same way twice. Write the steps down in Tallyfy, and people and AI get through, with every step tracked.
What a form or an email can't do
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Turn forms into tasks
Split one long form so each person fills their part, with a deadline and reminders.
Show the right task at the right time
A short kickoff form, then rules that show only the steps that apply.
Your AI updates Tallyfy from email and chat
Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings
Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI
Instructions saved in each step tell your AI what to do, the same way every time.
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
How Tallyfy manages compliance
Bulletproof compliance tracking in three steps
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Compliance task assigned | CO Compliance | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI gathers evidence why this works | AI AI agent | 15m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Owner signs off | AK A. Khan Owner | 24h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Auto-log to audit trail | Conditional On approval | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so compliance management software stops being a black box.
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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 is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
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 assigns tasks to people or AI, builds audit trails as you go, and makes the "are we ready for the audit?" scramble largely unnecessary - the record is always current. 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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.