Process Audit Software
Run every process in your business through an audit to improve it
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!
"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.
"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.
"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.
"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.
"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!
"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.
"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.
"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.
"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.
"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.
Is audit chaos acceptable?
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: Gather financial source documents
- In progress: Record adjusting journal entries for period-end
- Waiting: Run adjusted trial balance report
- Done: Compare internal cash register to bank statement
- In progress: Identify unmatched transactions between records
- Waiting: Check for bank errors or recording mistakes
- Done: Extract and compile monthly sales data from all channels
- In progress: Reconcile sales tax collected against calculated liability
- Waiting: Validate tax exemption certificates for exempt purchases
- Done: Strategic Planning
- In progress: Create the Budget
- Waiting: Build Financial Forecasts
- Done: Receive and log incoming shipment
- In progress: Create receiving log entry
- Waiting: Verify shipment against purchase order
- Done: Initial Print Job Setup
- In progress: Configure Print Properties
- Waiting: Submit Print Request
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.
An audit is tasks that each must pass
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 jobsYou 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 processes
Document, track and audit your processes on Tallyfy
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Audit scope defined | AU Auditor | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI surfaces process anomalies why this works | AI AI agent | 20m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Owner reviews findings | SP S. Park Process owner | 8h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Open remediation tasks if needed | Conditional On findings | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so process audit 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.
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 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 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, once an audit is up and running it rolls forward at a steady clip with no step left sitting in limbo.
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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.