Process Audit Software

Run every process in your business through an audit to improve it

Track all your workflows beautifully - on Tallyfy's process audit software

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.

Example Procedure
Financial Statement Preparation Workflow
1Gather financial source documents and trial balance
2Record adjusting journal entries for period-end
3Run adjusted trial balance report
4Classify accounts into financial statement categories
5Perform accuracy checks and reconcile statement totals
+3 more steps
View template
Example Procedure
Account Reconciliation
1Compare internal cash register to bank statement
2Identify unmatched transactions between records
3Check for bank errors or recording mistakes
4Review and verify all matched transactions
5Complete reconciliation and document adjustments
View template
Example Procedure
Monthly Sales Tax Filing Workflow
1Extract and compile monthly sales data from all channels
2Reconcile sales tax collected against calculated liability
3Validate tax exemption certificates for exempt purchases
4Complete sales tax returns for each filing jurisdiction
5Submit returns and remit payment before deadline
+3 more steps
View template
Example Procedure
Annual Budgeting and Financial Forecasting
1Strategic Planning
2Create the Budget
3Build Financial Forecasts
4Review with Department Heads
5Identify Variances and Risks
+1 more steps
View template
Example Procedure
Warehouse Delivery Receiving & Inspection Workflow
1Receive and log incoming shipment
2Create receiving log entry
3Verify shipment against purchase order
4Conduct damage inspection
5Sign delivery confirmation and document receipt
+2 more steps
View template
Example Procedure
Print Production & Quality Control Workflow
1Initial Print Job Setup
2Configure Print Properties
3Submit Print Request
4Review File and Specifications
5Get Cost Approval If Needed
+2 more steps
View template

Tallyfy® is Process Audits Made Easy

Stop chasing spreadsheets and email threads when auditors come knocking. Tallyfy captures timestamped evidence at every step, so your audit trail builds itself while you work.

Just 3 simple steps to digitized processes

Document, track and audit your processes on Tallyfy

1. Build Audit Checklists

Create structured audit templates with mandatory fields, file uploads, and digital sign-offs at each checkpoint.

2. Capture Evidence

Every action is timestamped with user attribution - photos, documents, and responses become permanent audit records.

3. Schedule and Escalate

Set recurring audit cycles with automatic escalations when findings require immediate action.

Is audit chaos acceptable?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

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:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

Process audit skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our process improvement and audit experts for life. See our <a href="/templates/procedures/weeklymonthly-reporting/">weekly/monthly reporting template</a> or <a href="/templates/procedures/performance-evaluations/">performance evaluations template</a> for audit-ready examples.

SCHEDULE A CALL
Tallyfy Team

Related Questions

What is process audit software?

It's software that helps you validate whether your processes actually follow the standards you've set. Think of it as your digital audit trail. Instead of paper checklists and scattered emails, you've got one place where every action is recorded automatically. In our conversations, we've heard from compliance teams who spent days reconstructing audit evidence - now it just exists.

What exactly is Tallyfy?

Tallyfy lets you run trackable workflows without touching code. Assign tasks to people or AI. Get consistent outcomes every time. For audits specifically, you'll see exactly who did what and when - nothing gets lost, nothing gets forgotten. Based on feedback we've received, teams save around 2 hours per person daily once they're up and running.

Why do traditional audit processes often fail?

Spreadsheets. Email chains. Manual tracking that nobody wants to do. That's why they fail. People forget steps. Documents go missing. Follow-ups slip through the cracks. Tallyfy fixes this by automating the boring stuff. Everything's logged. Who did what? When did they do it? It's all there in the audit log - no detective work required.

How does Tallyfy help with regulatory audit preparation?

In discussions we've had with pharmaceutical and healthcare teams, the biggest pain point is scrambling when auditors show up. With Tallyfy, you don't scramble. Every approval, every form, every uploaded document - it's all timestamped with the person's name attached. When audit day comes, you export the evidence package. Done. No reconstructing anything from old emails.

Can Tallyfy handle complex multi-department audit workflows?

Yes, and we've seen this work across 10+ departments. Here's how it plays out: findings trigger automatic routing to the right teams. Escalations fire when responses are overdue. One pharmaceutical company runs impact assessments across manufacturing, QA, logistics, finance, and regulatory affairs - all in one audit trail. It just works.

Ready to streamline your operations?

Join thousands of teams using Tallyfy to eliminate inefficiency