Process Documentation Software
Turn process documentation into digitized, automated workflows
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.
"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 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 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 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 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.
"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.
"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 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 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 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 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.
Standard operating procedure for requesting purchases. Covers when approval is needed, spending limits by role, preferred vendors, and how to submit requests. Following this process ensures purchases are tracked and budgets are not exceeded.
View templateTallyfy® is the only product available that does Process Documentation and Process Tracking in one
Fed up of documentation nobody reads? Most SOPs end up as shelfware - scattered across Outlook folders and spreadsheets. Tallyfy turns every documented process into a runnable workflow, so your documentation actually gets followed.
Just 3 simple steps to digitized processes
Document, track and automate your workflows on Tallyfy
1. Capture Knowledge
Document processes using AI prompts or by uploading existing SOPs - tribal knowledge becomes permanent assets.
2. Run the Process
Launch documented workflows and track real-time execution - documentation and doing happen in one place.
3. Learn from Usage
See which steps cause delays and add smart rules based on patterns you discover in real execution data.
Is tribal knowledge safe?
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
Process documentation skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our process documentation experts for life. Remember - documenting is just the start of the journey. We can help you run and automate your processes too. Try our <a href="/templates/procedures/employee-onboarding/">employee onboarding template</a> or <a href="/templates/procedures/vacation-request-procedure/">vacation request template</a> to see documentation that runs.
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Related Questions
What exactly is Tallyfy?
Tallyfy crushes workflow chaos by tracking every step of any process - automatically. You can save around 2 hours per person per day by delegating to people or AI. It's especially useful for form intake processes where you can't afford to lose or forget submissions.
What is process documentation software?
It's software that helps teams record and share their business processes digitally. Unlike Word docs or spreadsheets, Tallyfy makes documentation interactive and trackable - so you actually know if people are following the process.
Why do traditional documentation methods fail?
Let's be honest - nine times out of ten, those Word docs and PDFs end up collecting dust in shared drives. Nobody reads them. Updates happen manually (if at all). And there's no way to know if anyone's actually following the documented process. Tallyfy fixes this by turning static docs into active, trackable workflows with automatic notifications.
What happens to process knowledge when experienced employees leave?
In our conversations, we've heard this story repeatedly: a key person leaves and the team loses weeks of productivity. The replacement has to figure everything out through trial and error. With Tallyfy, you capture tribal knowledge before it walks out the door. Every process becomes a template anyone can follow from day one.
What's the difference between documenting a process and running it?
Most tools stop at creating the document. You get PDFs or wiki pages that describe what should happen, but there's no connection to actual work. Tallyfy bridges this gap. When you document a process here, you're also creating a trackable workflow. Every step gets assigned, tracked, and timestamped. Documentation without execution? That's just shelfware.
How does Tallyfy reduce errors from inconsistent execution?
Inconsistency is the hidden cost of poor documentation. Teams tell us different people do the same process differently - leading to quality issues and compliance headaches. One operations team found staff were performing outdated tasks without even knowing it. Tallyfy enforces consistency: same template, same order, same checkpoints. Updates apply instantly to all future runs.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency