INTUITIVE DOCUMENT MANAGEMENT SOFTWARE THAT ANYONE CAN USE
Tallyfy is reliable document management software that transforms your documents, task and approvals into automated processes.
Auto-document and track workflows with other people in real-time
Document management that’s fit for modern teams
Real results from customers using Tallyfy to manage their documents and workflows.
95%
understand Tallyfy in 1 minute
Lisa McDonald,
Director of Communications
70%
faster
approval times
Anh Le,
Brand Manager
50%
improvement in process outcomes
Stephan Fopeano,
Founder
Use it right now to manage all your documents in one place
Document management software eliminates threads of emails, links and spreadsheets.
Marketing 
- Inbound campaign requests
- Structured feedback from sales
- Creative approval and QA
Support 
- High touch client onboarding
- Structure feedback to R&D
- Playbooks to triage FAQ's
Finance 
- Purchase requests and approvals
- Accounts receivable & payable
- Vendor or supplier onboarding
HR 
- Self-service orientation
- Structure talent requests
- Promotion requests
R&D 
- Structure incoming issues
- Product quality assurance cycles
- Product release processes
IT 
- Triage tickets to playbooks
- Merge DevOps to everyone
- Asset re-assignment
Sales 
- Lead qualification or enrichment
- Quote to Contract to Close
- Customer handover to operations
Analysts 
- Structure and deliver audits
- Train AI with human-in-the-loop
- Request to BI to Insights
Operations 
- Make SOP's useful
- Crowdsource know-how
- Deliver "one source of truth"
Auto-document and track workflows with other people in real-time
Tallyfy makes document management easy for your team
Get document management workflows up and running in minutes. Share documents with clients – outside your company.
Real-time Tracking
The only cloud-native document management software to provide both a top-down dashboard of all processes in the organization as well as individual task views.
Open API for easy integration
Use your existing systems, including Azure Active Directory. We’re adding Office365 (Outlook) and G Suite (Gmail) integration soon for seamless deployment with zero training.
Cloud-first, AI-ready
As a cloud-born BPM – Tallyfy comes with an open API. This lets you push, pull and listen to information easily from other systems. Use any AI, on any cloud, on any platform.
Approval Definition & Compliance
Set up actionable and easy to follow document workflows – including those that require tiered and conditional approval chains.
Decision & Logic
Automating approval logic has never been easier. Use if-this-then-that rules to handle every possible scenario.
Omnichannel & Mobility
Tallyfy is built responsively. It works on any device with a browser, including smartphones. With our API – layer Tallyfy on any system.
Document management that your coworkers will love
The most intuitive document management software available.
Define your forms, approvals and processes
Start with everyday needs
One place to see your services and processes
Kick off approval workflows using web forms
Update SOP’s to eliminate versioning chaos
Define who does what, when and how
Real-time workflows for employees and clients
Be the best manager on Earth
Works without leaving Outlook or Gmail
Integration in minutes via webhooks and API
Real-time tracking for all your approvals
Automated rules for approvals
Process improvement for any size of business
Gain competitive advantages
Handle process variation without flowcharts
Integrate via open API and SSO
Integrate AI or RPA into tasks
Stream analytics to your BI
Automate your recurring processes in minutes 💪
Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.
Auto-document and track workflows with other people in real-time
So, do we all agree on this workflow?
Everyone can contribute easily to finalizing a work order process.
Has my request been approved yet?
Never have to ask about the status of anything again.
Has anyone updated the client?
Clients can securely track a process!
Didn't you see the urgent email?
Know what's important and what can wait.
It's difficult to follow processes
Tallyfy guides you through approval decisions.
Is the process up to date?
Eliminate change management and training.
Auto-document and track workflows with other people in real-time
Say hello
Note - if you work in procurement, submit an RFP or RFI here. If you're technical or work in IT - see our technical documentation.
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