Multi Step Approval Management Software
Turn challenging, multi-step approval workflows into digitized, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"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.
"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 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.
"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.
"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.
"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.
"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 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.
"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.
"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.
"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.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Use this template when a customer requests credit terms. It documents the credit limit, payment terms, and any conditions attached to the approval. Keep a signed copy for your records. Make sure finance and sales both have visibility into approved credit arrangements.
View templateTallyfy® is Approvals Made Easy
Financial services teams need strict approval hierarchies for compliance. Professional services teams struggle with client deliverables bouncing between departments. Tallyfy turns scattered email chains into trackable sequential workflows that actually move.
Approvals that actually flow
From request to sign-off, tracked automatically
1. Document
Define approval chains with sequential or parallel approvers and escalation rules. See our purchasing approval template for a ready-to-use example.
2. Track
See exactly where each approval sits with real-time status tracking - know instantly if something is stuck with a specific approver.
3. Automate
Use conditional routing to auto-assign approvers based on request amount, department, or urgency level.
Is approval chaos acceptable?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
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:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Approval workflow skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. No matter how many steps or conditional rules your approval workflow has - we can help you free!
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Related Questions
What is multi-step approval management software?
It's software that tracks approvals when more than one person needs to sign off. Think of it like a digital assembly line. Everyone knows exactly when it's their turn, and nobody's left wondering where things stand. In our conversations, we've heard the same frustration over and over - approvals stuck in someone's inbox with no visibility. Tallyfy fixes that by tracking every step automatically, and teams typically win back 2 hours per person each day.
What exactly is Tallyfy?
Tallyfy is a no-code system that removes workflow chaos. No more doing things manually. You get trackable, digitized workflows that save time, increase transparency, and let you delegate tasks to people or AI. The result? Repeatable processes that actually work, and operations that can scale without everything falling apart.
Why do traditional approval methods often fail?
Email chains and spreadsheets create confusion. Approvals get stuck in inboxes. People forget their responsibilities. Nobody knows the real-time status of anything. Based on feedback we've received, this is the number one pain point - the "where is this?" question that never gets a straight answer. Tallyfy solves it through transparency, automatic reminders, and a clear path for every approval.
How does Tallyfy make multi-step approvals easier?
It turns messy approval chains into simple, trackable workflows. When it's someone's turn, they get notified. Everyone involved can see the real-time status. Nothing gets overlooked. You can even bring in outside guests - clients, vendors, whoever - and they don't need to sign up or remember passwords. They just click a link and do their part.
What happens if you don't use proper approval management software?
Time gets wasted. People chase paper. Compliance becomes a risk. Employees get frustrated. In discussions we've had about this, the pattern is always the same - too much time spent on email and phone trying to get sign-offs, missed deadlines, missed opportunities. Tallyfy gives you fixed accountability and automatic tracking so none of that happens.
How does Tallyfy handle conditional approvals?
We use "if-this-then-that" rules. Simple as that. If an expense exceeds $5,000, it goes to senior management automatically. If it's under, maybe it skips finance altogether. You set the conditions. The system routes approvals where they need to go without anyone touching them manually. Fewer mistakes, faster decisions.
Can I see real customer reviews of Tallyfy?
Absolutely. Check out our customer reviews and success stories. You'll see how companies have changed their approval processes and saved hours - sometimes days - by switching to Tallyfy.
Does Tallyfy offer a free trial?
We offer something better - a guided tour of your actual approval processes. Book a demo and we'll build a custom instance based on your use case. You'll see exactly how it works for your situation, not some generic example.
How does pricing work for different countries?
We price based on GDP-per-capita. What does that mean for you? If you're in a lower-income country, you can get discounts up to 90%. It's our way of making enterprise-level approval management affordable for businesses everywhere, not just wealthy markets.
Does Tallyfy offer free help with implementation?
Yes! We include free professional services to get you up and running. We'll help you configure your approval workflows, customize them to your needs, and fine-tune everything until it works exactly right. Schedule a call to get started.
How does Tallyfy handle external approvers?
Dead simple. Outside approvers don't need accounts. They don't need passwords. They get a single permanent link that works for all their tasks. It's perfect for client approvals, vendor reviews - any situation where you need someone outside your organization to participate.
Can Tallyfy generate approval documents automatically?
Yes. You create templates with blank fields, and the system fills them in automatically using approval data. No more creating documents by hand. No more inconsistent formatting. Every approval document comes out the same way, every time.
How do I get started with Tallyfy?
The easiest way is to schedule a guided demo. We'll walk you through everything and show your approval workflows in action. We'll even create a personalized demo based on your specific use case.
How do non-profit and government teams use multi-step approvals?
They often have the most complex approval chains. In our experience, we've seen teams with 85+ users build transfer-of-funds authorization workflows where documents flow through case managers, program coordinators, and final approvers in sequence. Every step gets documented with full audit trails for compliance and fraud prevention. Guest access lets external reviewers participate without needing accounts.
What happens when a financial services team needs risk management approval?
Financial teams use multi-step approvals for risk committees, credit reviews, and compliance sign-offs. Workflows route automatically based on transaction type and value. Smaller items might need one approver. Larger transactions escalate through multiple levels. Every decision gets timestamped and documented - exactly what regulatory audits require.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency