SOP Management Software

Turn messy SOPs into digitized, automated workflows

Track all your SOP-driven workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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
"

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

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.

Example Document
Purchase Request SOP

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 template
Example Procedure
Interview process
1Writing job description
2Posting a job
3Schedule interviews
4Conduct preliminary interviews
5Conduct in-person interviews
+6 more steps
View template
Example Procedure
Follow-up Procedures
1Send a note to say thank you
2Check in
3Keep the lines of communication open
4Think second sale
5Ask for referrals
+5 more steps
View template
Example Procedure
Office Waste Management & Recycling Procedures
1Conduct waste audit and assessment
2Define waste stream categories
3Source reduction strategies
4Set up recycling station infrastructure
5Launch employee education program
+4 more steps
View template
Example Procedure
Employee Onboarding
1Save offer letter to employee file
2Send welcome email to new hire
3Set up HR system account
4Create onboarding task list
5Schedule onboarding activities
View template
Example Procedure
Leasing - Tenant Onboarding
1Enter property details
2Enter tenant details
3Complete background check for tenant
4Provide information to create lease agreement
5Create lease agreement
+13 more steps
View template

Tallyfy® is SOP Management Made Easy

Fed up with SOPs that nobody reads or follows? We built Tallyfy to make SOPs interactive and trackable - not static PDFs gathering dust. Turn your procedures into living workflows that guide people step-by-step.

Just 3 simple steps to digitized SOPs

Document, track and automate your standard operating procedures

1. 1. Document

Convert existing SOPs to trackable templates with AI. Start from a ready-made SOP template or upload your own documents.

2. 2. Track

Real-time visibility into SOP adherence across teams. Every step is timestamped with automatic audit trails for compliance.

3. 3. Improve

Add conditionals for exceptions and multi-level approvals. Push updates to everyone instantly - no retraining required.

Are outdated SOPs acceptable?

Are you hearing this at work? That's busywork

"How do I do this?" "What's the status?" "I forgot" "What's next?" "See my reminder?"
people

Enter between 1 and 150,000

hours

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:

$12,800

every week

What you are losing

Cash burned on busywork

$8,000

per week in wasted wages

What you could have gained

160 extra hours could create:

$4,800

per week in real and compounding value

Sell, upsell and cross-sell
Compound efficiencies
Invest in R&D and grow moat

Total cumulative impact over time (real cost + missed opportunities)

1yr
$665,600
2yr
$1,331,200
3yr
$1,996,800
4yr
$2,662,400
5yr
$3,328,000
$0
$1m
$2m
$3m

You are bleeding cash, annoying every employee and killing dreams.

It's a no-brainer

Start Tallyfying today

SOP skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. We can help you get started with a new SOP via AI or uploading your existing standard operating procedures.

SCHEDULE A CALL
Tallyfy Team

Related Questions

What is SOP management software?

SOP management software lets you create, store, share, and track your standard operating procedures digitally. Paper manuals and scattered documents? They don't cut it anymore. Tallyfy turns complex procedures into easy-to-follow workflows anyone can use.

What exactly is Tallyfy?

Tallyfy captures every step of your workflows automatically - no manual tracking needed. Run trackable, digital SOPs and you'll save around 2 hours per person per day. Assign tasks to people or AI. Keep everything consistent. Scale without the chaos. SOP management is where Tallyfy really shines.

Why do traditional SOP documents fail?

In our conversations, we hear this constantly: SOPs become outdated fast, they're hard to find, and there's no way to know if anyone follows them. With Tallyfy, SOPs become living workflows that update instantly. Everyone's always on the latest version. You'll never wonder again whether people actually read or understood your procedures.

How does Tallyfy handle SOP translations?

We support automatic translation in 90+ languages using Azure AI. Distribute your SOPs globally while keeping processes consistent. When you update the original, translations update too. No manual translation work.

Can Tallyfy convert my existing SOPs automatically?

Yes! Our AI converts existing SOPs - Word docs, PDFs, even flowcharts - into interactive digital workflows in seconds. Keep all your existing knowledge. Upgrade to a faster system. No weeks of manual conversion.

How does Tallyfy ensure SOPs are actually followed?

This isn't your typical SOP document. We track every step in real-time. The right people get notified at the right times with clear instructions. Audit trails capture everything. You can see exactly who did what and when - which makes a huge difference for accountability and compliance.

What happens if we don't digitize our SOPs?

Without a digital SOP system, teams waste hours daily hunting for procedures, dealing with outdated versions, and manually checking if work got done right. The result? Mistakes. Inconsistent quality. Compliance headaches. Frustrated employees who can't find what they need.

How does Tallyfy pricing work for different countries?

We calculate lifetime discounts based on each country's GDP per capita. Companies in developing nations can get up to 90% off - for life. Enterprise-grade SOP management, accessible worldwide. It's not a gimmick.

Where can I see customer reviews?

Check out our customer success stories. Real organizations share how they've solved SOP problems and what results they've achieved.

Does Tallyfy offer a free trial?

We offer a personalized demo environment where you can test features with your actual SOPs. Book a quick call and we'll set up your demo instance.

Do you provide implementation help?

Yes - at no cost. Our team can migrate your existing SOPs, create templates, and train your staff. Book an appointment to learn more.

How do I get started?

Book a personalized demo. We'll show you how Tallyfy transforms your SOPs and help build a customized implementation plan. Schedule a session to get started.

What happens when key employees leave?

In discussions we've had, this comes up constantly - knowledge trapped in people's heads. When someone leaves, their process knowledge walks out the door. With Tallyfy, every step is documented and tracked automatically. New hires follow the exact same workflows. No weeks of shadowing needed. The system becomes your institutional memory.

We have SOPs but nobody follows them - will Tallyfy help?

Static SOPs fail because there's no way to know if people actually follow them. They sit in shared drives gathering dust. Tallyfy embeds SOPs directly into work - each step becomes an assigned task with deadlines, notifications, and audit trails. You see exactly who completed what and when. SOPs stop being reference documents and become the actual work system.

Ready to streamline your operations?

Join thousands of teams using Tallyfy to eliminate inefficiency