Work Management Software
Turn messy processes into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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!
"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!
"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 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.
"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.
"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 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.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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!
"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!
"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 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.
"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.
"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 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 work chaos sustainable?
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: Select your department function
- In progress: Daily tasks - Office Admin
- Waiting: Daily tasks - Accounting
- Done: Weekly B2B Sales report
- In progress: Review and sign-off weekly sales report
- Waiting: Weekly Finance report
- Done: Write a clear subject line
- In progress: Pick the right category
- Waiting: Describe your problem in detail
- Done: Determine channel of reporting
- In progress: Check for duplicate/similar bugs
- Waiting: Send helpful notification to client
- Done: Describe IT support request
- In progress: IT manager - review support request
- Waiting: IT manager - review access to a system request
- Done: Set up payroll
- In progress: Order equipment
- Waiting: Prepare workspace
Tallyfy® is Work Management Made Easy
The biggest pain point isn't task creation - it's knowing who's responsible for what and when handoffs happen. Tallyfy eliminates the endless status meetings and email chains that drain productivity, giving everyone real-time visibility into every active workflow.
Work is tasks, and tasks are what AI runs
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 work management
Document, track and automate work on Tallyfy
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. 1. Document | TM Team member | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. 2. Track why this works | AI AI agent | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. 3. Improve | 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 work management 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.
Work management skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. You can rebuild how you manage and track work today.
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 keeps track of every step in your processes - automatically. No more wondering where things stand or chasing people for updates. Hand work to people or AI and every piece is somebody's job to finish, and everything stays consistent because everyone follows the same playbook. It's particularly useful for form intake processes where you can't afford to lose or forget any submission.
Why do teams actually need work management software?
In our conversations, we've heard the same story over and over: distributed teams, complex processes, and nobody knows what's happening. Deadlines get missed. Communication breaks down. People are frustrated. Tallyfy fixes this by giving everyone real-time visibility - automated notifications keep work moving, and structured processes mean people actually stay accountable.
How is Tallyfy different from other work management tools?
Most tools are basically glorified task lists. That's it. Tallyfy focuses on workflow execution - how work actually flows between people and teams. We've built in self-service delegation, guest access without requiring logins, and AI-powered process creation. Based on feedback we've received, the biggest difference is that Tallyfy is actually easy to use. No technical setup nightmares.
What goes wrong without proper work management software?
It's ugly. Teams waste dozens of hours in status update meetings every month. Important tasks slip through the cracks. Processes become inconsistent - everyone does things their own way. In discussions we've had with operations leaders, the pain point that comes up most is the endless email chains and chat messages. Confusion everywhere, delays pile up, and both employees and customers get frustrated.
How does Tallyfy handle documents within workflows?
You can create document templates with fill-in-the-blank fields, reusable snippets, and dynamic content like names, dates, or locations. Stop cloning and editing the same document over and over. It saves a lot of time and cuts way down on errors.
Can Tallyfy work for teams in different countries with different budgets?
Yes - and this is something we're really proud of. We offer GDP-based discounts up to 90% off for life, depending on where your team is located. It means teams around the world can access enterprise-grade work management regardless of their geographic or economic situation. You won't find this pricing approach anywhere else.
How does Tallyfy handle customer-facing workflows?
Here's what makes us different: your customers don't need to log in. Ever. They don't create accounts or remember passwords. They get a single permanent link, see your branded interface, and can even assign tasks to their own team members. Based on what we've heard, this removes a massive friction point in external collaboration.
Where can I find customer reviews?
Check out the Tallyfy customer page for reviews, success stories, and testimonials. You'll see how businesses across different industries have improved their work management - real stories from real teams.
Is there a free trial?
Yep. You can test all the features during a full trial period. Just book a call with us and we'll set up a custom demo instance for you. It's the fastest way to see if Tallyfy fits your needs.
Do you help with implementation?
Absolutely. We provide free professional services to get you up and running successfully. Our team walks you through setup, and we're here when issues come up. Book a call to get started - there's no hidden cost for this support.
How can I learn more about Tallyfy?
The best way is to see it in action. Book a demo with us and we'll show you exactly how Tallyfy fits your specific work management needs. Bring your questions - we'll answer all of them.
How do you handle the shift from project thinking to process thinking?
A lot of teams are stuck treating every repeatable workflow as a unique project. That's exhausting. We've seen media production teams with 60-task workflows across six departments save $57,000 annually by switching to process thinking - running the same proven template 128 times instead of reinventing each time. Tallyfy helps you figure out which work should be templated versus what's actually a one-off project.
What happens when growth makes our processes outdated?
This comes up constantly in our conversations. Rapid growth makes existing processes stale, and suddenly even experienced staff are confused. The fix is one template everyone launches from. When someone finds a better approach, they flag it on the task and the template owner updates it. Every process launched after that follows the better way. No version confusion. We've seen teams triple revenue while improving quality because their processes evolved with the business instead of holding it back.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.