INTUITIVE ELECTRONIC FORMS MANAGEMENT SOFTWARE

Tallyfy is powerful electronic forms management software that transforms your electronic forms and approvals into automated processes.

START TALLYFYING NOW Schedule Demo

Electronic form management that’s made for teams of the future

Real results from customers using Tallyfy to manage their electronic forms.

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 electronic form submissions in one place

Electronic form management software eliminates threads of emails, forms and spreadsheets.

Marketing

Structure inbound creative requests
Collect campaign ideas from sales
QA for content publishing

Support

High touch client onboarding
Client feedback requests
Playbooks to triage common questions

Finance

Accounts receivable & payable
Purchase requests
Collect monthly data from teams

HR

Self-service orientation for new employees
Incoming resource requests
Reimbursement and promotion requests

R&D

Organize incoming issues and ideas
Quality assurance
Product release processes

IT

Triage requests to run custom playbooks
Add micro-RPA to people-driven processes
Consistent vendor and security checklists

Sales

Lead qualification
Automate contractuals and closes
Document and improve playbooks

Analysts

Crowdsource data labelling for AI/ML
Manage human-in-the-loop workflows
Deliver insights "as a service"

Operations

Transform SOP's into engaging experiences
Crowdsource all company know-how
Measure and improve company know-how

START TALLYFYING NOW Schedule Demo

Tallyfy makes electronic form management simple for anyone

Get electronic forms and approval workflows up and running in minutes. Share tasks with clients – outside your company.

Real-time Tracking
The only cloud-native electronic form 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 approval 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.