RPA Orchestration And Augmentation Software

Augment RPA bots to execute steps within your processes

Gartner Peer Insights: 4.6 out of 5

People ❤️ Tallyfy

Simple for everyone. Powerful enough for pros.

"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Marie Jelinski
Marie Jelinski
Professional Services Specialist II · Stockton University
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America
"

We can finally delegate work with confidence and focus on growing the business.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

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.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

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.

Gwen Tormey
Gwen Tormey
CEO · Corestream
"

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.

Hanka Hanga
Hanka Hanga
Co-founder · The Mindset Institute
"

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.

Joe Meadors
Joe Meadors
VP of IT · Gaylor Electric
"

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!

Julie Trelstad
Julie Trelstad
Book Publisher · Julie Ink
"

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!

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

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.

Kim Berzack
Kim Berzack
Marketing · West Community Credit Union
"

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.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

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.

Lewis Marty
Lewis Marty
Business Development Director · Simploy
"

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.

Marie Jelinski
Marie Jelinski
Professional Services Specialist II · Stockton University
"

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.

Kasim Aslam
Kasim Aslam
CEO · Sol8 - A Google Ads Agency
"

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.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.

Rommel C. Caibal
Rommel C. Caibal
Owner · RC Graphic Designs
"

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.

TO
Timothy O'Leary
General Director · Opera Theatre of Saint Louis / Opera America

Is RPA alone enough?

What busywork costs your company

$8,000

per week

$416,000

per year

$2,080,000

over 5 years

What will your team run on Tallyfy?

Start with one process your team repeats often.

Invoicing Client(s)
7 steps
Example run: 1 of 7 done
  1. Done: Set up invoice from your template
  2. In progress: Fill in client
  3. Waiting: Gather everything that's billable
+4 more steps See template
Client Invoice Processing & Billing Workflow
13 steps
Example run: 1 of 13 done
  1. Done: Perform their scope of work, paying for labor, equipment, material & any other costs
  2. In progress: Bill the General Contractor for the total cost of doing their work
  3. Waiting: Reviews subcontractors invoices
+10 more steps See template
Account Reconciliation
5 steps
Example run: 1 of 5 done
  1. Done: Compare internal cash register to bank statement
  2. In progress: Identify unmatched transactions between records
  3. Waiting: Check for bank errors or recording mistakes
+2 more steps See template
Warehouse Order Picking and Fulfillment Workflow
9 steps
Example run: 1 of 9 done
  1. Done: Generate warehouse picklist from pending orders
  2. In progress: Assign warehouse picker to order batch
  3. Waiting: Prepare picking cart
+6 more steps See template
Retail Credit Card Payment Processing
5 steps
Example run: 1 of 5 done
  1. Done: Order placed by client
  2. In progress: Payment verified by card network
  3. Waiting: Payment verified by issuing bank
+2 more steps See template
Financial Statement Preparation Workflow
8 steps
Example run: 1 of 8 done
  1. Done: Gather financial source documents
  2. In progress: Record adjusting journal entries for period-end
  3. Waiting: Run adjusted trial balance report
+5 more steps See template

Tallyfy® is Workflow Software That Augments And Orchestrates Processes Between People And RPA Bots

RPA only works for a narrow slice of tasks - people still run most of every process. When bots hit exceptions, someone needs to handle them, and that handoff is where things break down. Tallyfy orchestrates the full workflow across people and bots.

RPA chains snap the same way jobs do

AI does the whole job alone 35%
With Tallyfy: one task at a time 99%

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 jobs

You 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.

AI gets through the wall once the steps are written down AI, shown as an orange sparkle, runs into a brick wall and stops. Tallyfy writes four numbered steps, 1 to 4, and a doorway opens in the wall. AI goes through the doorway and along the steps, and each step gets a green check as AI passes it. The wall stays standing above and below the doorway. Then the picture starts again. 1 2 3 4

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.

    A long form is cut into three slices, and each slice goes in turn to its own person as a numbered step that gets a check. 1 2 3
  • Show the right task at the right time

    A short kickoff form, then rules that show only the steps that apply.

    A kickoff form answer of Drywall turns on a rule, so only the two drywall steps show and get checks while the other steps stay hidden. Drywall 3 4 1 2 3 4 If Drywall 1 2
  • Your AI updates Tallyfy from email and chat

    Connect the AI you already use. It fills in fields and completes tasks.

    Your AI reads an email and a chat message, then completes a Tallyfy task and fills in a field AI 1 2
  • Your AI updates Tallyfy from meetings

    Give it the meeting transcript. It updates the tasks and fields that came up.

    What was said in a meeting reaches Tallyfy once your AI connects it, so a task is completed and a field is filled in AI 1 2
  • Direct your other apps through AI

    Instructions saved in each step tell your AI what to do, the same way every time.

    A Tallyfy step holds saved instructions, AI follows them in three apps, and each result comes back to the step as a check ? AI Instructions
  • Write it once, run it every time

    Each run follows the same steps, and every change you make improves the next one.

    Document, Run and Improve form a loop, and the run counter goes up each time round Document Run Improve 1 2 3

Just 3 simple steps to digitized workflows

Document, track and automate your workflows on Tallyfy

RPA Orchestration And Augmentation Software Run #2,481 Running now Completed
1 done, 1 running, 1 to go
Status Step Assignee Deadline
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

1. Document

Map workflows that mix human steps and bot tasks in one template.

TM
Team member
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

2. Track

Monitor both human and RPA progress with unified visibility across handoffs.

why this works
AI
AI agent
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

3. Orchestrate

Use conditional rules to route exceptions to humans when bots fail. See our purchase order template for hybrid automation.

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 rpa orchestration and augmentation software stops being a black box.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe

Lay out your steps, deadlines, and who does each: a person, AI, or a rule.

Phase 2

Run

People + AI together

Launch in one click. AI does the routine steps; people approve. No glue code.

Phase 3

Track and improve

Audit and learn

Watch every step live, then refine - a gradual shift, never a total redo.

RPA workflow skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our RPA augmentation and orchestration experts for life.

SCHEDULE A CALL
Tallyfy Team

Related Questions

What is RPA augmentation software?

It's software that adds human oversight to your bots. In our conversations, we've heard this over and over: the transition between automated and manual steps is where things fall apart. RPA augmentation helps prevent those losses by keeping humans in the loop when it matters.

What exactly is Tallyfy?

It's a workflow platform that connects RPA bots with human activity. Every step has a clear owner, whether that's a bot, a person, or AI, so nothing stalls in the gap between them. And it grows with you - no need to rip and replace later.

Why do you need human oversight for RPA?

Bots need babysitting. That's just reality. They can't handle exceptions, edge cases, or anything outside their programming. Tallyfy gives you the oversight to catch problems early, handle the weird stuff, and keep transparent tracking so you actually know what's happening.

How does Tallyfy complement existing RPA solutions?

Your bots do the routine stuff. Tallyfy handles everything around it - the human touchpoints, the handoffs, the approvals. Based on feedback we've received, the biggest pain isn't the automation itself. It's managing what happens between automated steps.

What happens if you don't use workflow tracking with RPA?

Chaos. Seriously. Without tracking, nobody knows what's stuck, what's done, or who dropped the ball. Things get lost. Deadlines slip. Tallyfy shows you everything in real-time - both the bot work and the human work - so nothing falls through the cracks.

How does Tallyfy's conditional logic help with RPA?

If-this-then-that rules make smart handoffs possible. Bot fails? Route it to the right person automatically. Need approval before the next step? Done. We've seen teams set up backup plans for when automation breaks - and it always breaks eventually.

Can I see customer reviews of Tallyfy?

Absolutely. Check out our customer stories - real companies sharing what actually changed for them.

Does Tallyfy offer a free trial?

We do demos instead. It's better. You get a demo environment that mirrors the real thing with RPA integrations. Book one here and we'll walk you through it.

How does pricing work for different countries?

We discount based on GDP-per-capita. If you're in a developing nation, you could get up to 90% off - permanently. It's not a promo. It's just how we price.

Does Tallyfy offer free help with RPA augmentation setup?

Yes, we do. Our team will help you set up workflows between your RPA systems and human processes. No extra charge. We've found that a bit of guidance upfront saves everyone headaches down the road.

How does Tallyfy handle RPA exceptions?

When a bot hits something it can't handle, Tallyfy routes it to the right person automatically. We track how long it takes to resolve. Nothing gets stuck in limbo.

Can Tallyfy measure RPA effectiveness?

Yes. You get analytics on both manual and automated steps. Where are the bottlenecks? How often do humans need to intervene? What's actually working? You'll have the data to make smart adjustments instead of guessing.

How do I get started with Tallyfy for RPA augmentation?

Book a demo. We'll show you how Tallyfy fits with your RPA setup and build a custom demo environment for your specific situation. It's the fastest way to see if this is right for you.

Why do organizations with UiPath or Power Automate still need Tallyfy?

UiPath is great at automating repetitive tasks. Power Automate handles system integrations well. But here's what neither does: give business users an easy way to manage the human steps between automated tasks. When a bot hits an exception, that handoff to a human? It usually happens via email - or it doesn't happen at all. Tallyfy tracks the complete workflow, both the bot work and the human decisions that keep things moving.

How does Tallyfy handle bot exceptions and human escalations?

Simple if-then rules route exceptions to the right people. Bot fails? Tallyfy creates a task for whoever needs to fix it, with context about what happened and what decision is needed. They resolve it, and the workflow continues. Everything stays tracked and auditable - no black holes.

Pick one process. Run it this week.

Start with the one your team repeats most, and stop chasing it.