Process Documentation Software
Turn process documentation into digitized, automated workflows
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!
"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.
"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.
"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 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!
"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.
"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.
"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 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 tribal knowledge safe?
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: Save offer letter to employee file
- In progress: Send welcome email to new hire
- Waiting: Set up HR system account
Your go-to guide for requesting purchases. You'll find out when you need approval, what the spending limits are for your role, which vendors to use, and how to submit your request. If you follow this process, your purchases stay tracked and you won't blow the budget.
- Done: Log your rental property details
- In progress: Gather and check your prospective tenant's info
- Waiting: Run a full background
- Done: Send a thank-you note
- In progress: Check in on their progress
- Waiting: Keep communication flowing
- Done: Write the job description
- In progress: Post the job listing
- Waiting: Set up initial phone screens
- Done: Analyze the competitive market
- In progress: Map competitor positioning
- Waiting: Gather competitive intelligence
Tallyfy® 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.
Documented or not, a process is tasks
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 automate your workflows on Tallyfy
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Capture Knowledge | TM Team member | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. Run the Process why this works | AI AI agent | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Learn from Usage | TM Team member |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so process documentation 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 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 path. 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.
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 exactly is Tallyfy?
Tallyfy crushes workflow chaos by tracking every step of any process - automatically. Hand a step to a person or to AI and somebody owns it from that moment on, so nothing slips through unnoticed. 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?
Truth is - 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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.