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

  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA

Support

  • High touch client onboarding
  • Structure product feedback to R&D
  • Playbooks to triage FAQ's

Finance

  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding

HR

  • Self-service orientation for new employees
  • Structure incoming talent requests
  • Reimbursement and promotion requests

R&D

  • Structure incoming issues and ideas
  • Product quality assurance cycles
  • Product release or update processes

IT

  • Triage tickets and run custom playbooks
  • Integrate DevOps to everyday processes
  • Security and asset re-assignment checklists

Sales

  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations

Analysts

  • Structure and deliver process audits
  • Train AI with human-in-the-loop
  • Request to BI to Insight Delivery

Operations

  • Transform SOP's into engaging experiences
  • Crowdsource and control know-how
  • Deliver "one source of truth"

 

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 provides modern teams with amazingly easy workflow management. Get started for free


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.

  Schedule Chat

Ready to try Tallyfy for free?

Bring clarity to your entire team

With one tool, everyone sees the same workflows