Decision Management Software
Turn messy decision making processes into smooth, automated workflows
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!
"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.
"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.
"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.
"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.
"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 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!
"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.
"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.
"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.
"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.
"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 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.
Are inconsistent decisions okay?
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: Supplier approval
- In progress: Purchase authorization
- Waiting: Vendor acknowledgement and PO confirmation
- Done: Submit account information
- In progress: Proposed discount amount
- Waiting: Manager - review proposed discount
- Done: Submit pricing change request
- In progress: Verify margin impact analysis
- Waiting: Review competitive positioning
- Done: Collect prospect contact information
- In progress: Apply initial qualification criteria checklist
- Waiting: Route unqualified lead to partner network
- Done: Gather client and contract details
- In progress: Prepare quote/proposal
- Waiting: Send the quote to your client
- Done: Get project approval
- In progress: Pick your financing source
- Waiting: Get finance manager sign-off
Tallyfy® is Decision Management Made Easy
Most decision bottlenecks aren't about judgment - they're about visibility. When approval criteria live in email threads instead of a trackable system, nobody knows whose turn it is. Tallyfy makes decision logic visible and repeatable with conditional branching that routes decisions automatically based on value, department, or request type.
A decision flow is tasks, each checked
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 jobs
Decision-routing readiness gate. The right routing changes per question - auto-approve, AI suggestion, manager (HITL), or document-the-rules-first.
You 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.
Just 3 simple steps to digitized decisions
Document, track and automate your decision workflows
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Decision request submitted | SM Submitter | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI applies decision rules why this works | AI AI agent | 3m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Stakeholder approves rule output | AV A. Volkov Stakeholder | 4h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Auto-execute decision downstream | 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 decision 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.
Decision design skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. If you are feeling overwhelmed with decision workflows, we can manage all the migration and creation of your processes.
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 decision management software?
It's software that helps you make consistent decisions using predefined rules. Think of it as a way to capture your best judgment once, then apply it every time. Tallyfy goes further - we don't just manage the decision, we track what happens after it's made. Nothing falls through the cracks.
What exactly is Tallyfy?
Tallyfy keeps track of every step in any process - automatically. In our conversations, we've heard teams say that once everything is digitized, nobody has to call a meeting just to find out who is sitting on a decision - the workflow makes it plain. It's especially useful for intake processes. You know how it goes - someone submits a request and it vanishes into email. That doesn't happen here.
Why do traditional decision management tools often fail?
They're overcomplicated. Based on feedback we've received, most tools require IT expertise and feature flowcharts that nobody actually uses. Tallyfy's different. We give you clear, actionable steps instead of diagrams. People follow their decisions naturally because the interface makes sense.
How does Tallyfy make decision management easier?
You can create AI-powered decision templates in seconds. Add notifications. Set up branching logic. No flowchart complexity - just straightforward if-then rules that anyone on your team can follow.
What happens if you don't use proper decision management software?
Decisions get inconsistent. Responses slow down. People start following gut feel instead of established criteria - and that's when mistakes happen. In discussions we've had about this, the pattern is always the same: without a system, things slip.
How does Tallyfy handle complex decision trees?
We use something called Flowtables. They turn complex decisions into simple if-then rules that anyone can follow. Check out our decision-making hierarchy template for an example. The system routes tasks based on conditions automatically - you don't have to remember the rules yourself.
Can I see customer reviews of Tallyfy?
Absolutely. Head to tallyfy.com/customers for success stories and reviews. Real teams, real results.
Does Tallyfy offer country-specific pricing?
Yes - and this one matters. We offer lifetime discounts based on your country's GDP per capita. If you're in a developing country, you could see reductions up to 90%. It's not a temporary offer; it's permanent.
How does Tallyfy ensure decisions are properly documented?
Every decision creates an automatic audit trail. Who decided what. When they decided. Why. You don't have to keep manual records - it just happens in the background.
Can Tallyfy integrate with existing systems?
Yes. We've got open APIs and middleware connectors. Pull data in, push decisions out - no manual copy-paste between systems.
Does Tallyfy offer a free trial?
We do customized demos instead. Schedule one at tallyfy.com/booking and we'll tailor it to your specific decision-management use case. Much more useful than poking around on your own.
Does Tallyfy offer free help implementing decision management?
Yes. Free professional services to help you get set up. Schedule a consultation and we'll walk you through it.
How do I get started with Tallyfy for decision management?
Schedule a demo at tallyfy.com/booking. We'll show you exactly how it works for your situation and set up a custom instance for you.
How do teams handle decisions that require input from multiple departments?
In our conversations, we've heard this one a lot. Say you've got procurement approvals that need sign-off from finance, legal, and operations. Each department completes their review step before the next gets notified. Everyone sees where things stand. One team told us they cut their 5-department approval cycle from a week to 2 days just by making the sequence visible.
Can decision rules change based on request value or type?
Yes. Conditional branching routes decisions based on whatever criteria you set - value thresholds, department, urgency, request type. Small purchase? One approver. Big purchase? Escalates to senior management automatically. The rules apply every time without anyone having to remember them.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.