NO-CODE PROCESS DOCUMENTATION SOFTWARE THAT ANYONE CAN USE IN UNDER 60 SECONDS

Tallyfy is powerful process documentation software that allows you to easily document complex processes.


 

Process documentation that’s fit for modern teams

Real results from customers using Tallyfy to document and automate their business processes.

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

Try it right now to document all of your processes

Intuitive process documentation software that 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

Tallyfy makes process documentation easy for anyone

Forget about armies of consultants and years of IT pain. Get processes up and running in minutes.


Real-time Tracking
The only cloud-native process documentation 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.

Process documentation software that anyone can use

The easiest process documentation software available.


  •  

    Define your forms, approvals and processes

    Start with everyday needs

  • One place to see your services and processes

  • Kick off process documentation using web forms

  • Update SOP’s to eliminate versioning chaos

  • Define who does what, when and how



  •  

    Real-time process documentation for employees and clients

    Be the best manager on Earth

  • Works without leaving Outlook or Gmail

  • Integration in minutes via webhooks and API

  • Real-time tracking for all your approvals

  • Automated rules for approvals



  •  

    Process improvement for any size of business

    Gain competitive advantages

  • Handle approval variations without flowcharts

  • Integrate via our open API and SSO

  • Integrate AI for voice, images and more

  • Stream analytics to your BI system




Tallyfy is the easiest way to document and automate any process.


So, do we all agree on this process?


Everyone can contribute easily to finalizing the process documentation workflow.


define

Has this process been documented yet?


Never have to ask about the status of anything again.


define

Has anyone updated the client?


Clients can securely track a process!


define

Didn’t you see the urgent email?


Know what’s important and what can wait.


define

It’s difficult to follow processes


Tallyfy guides you through approval decisions.


define

Is the process up to date?


Eliminate change management and training.


define

Say hello

Note - if you work in procurement, submit an RFP or RFI here. If you're technical or work in IT - see our technical documentation.

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Ready to try Tallyfy for free?

Could your everyday workflows be much easier?

Start risk-free by documenting your processes