POWERFUL WORK MANAGEMENT SOFTWARE THAT ANYONE CAN USE


 

Tallyfy is beautiful work management software that transforms your tasks and approvals into automated workflows.


 

Work management software that’s fit for heavy-duty work teams

Real results from customers using Tallyfy to manage their workflows.

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 manage all your workflows

Workflow management software 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 managing work easy for anyone

Eliminate the use of flowcharts, forms and emails by digitizing manual processes on Tallyfy.

 


Real-time Tracking
The only cloud-native work management 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.

Workflow software that will WOW your coworkers

The simplest workflow software available for teams of any size.


  •  

    Define your forms, approvals and processes

    Start with everyday needs

  • One place to see your services and processes

  • Kick off approval workflows using web forms

  • Update SOP’s to eliminate versioning chaos

  • Define who does what, when and how



  •  

    Real-time workflows 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


Modern teams Trust Tallyfy for Onboarding, Workflows, Approvals & SOP's



Assign, automate, track and train in one system. It's amazingly easy and deliciously powerful.


So, do we all agree on this workflow?


Everyone can contribute easily to finalizing an approval process.


define

Has my request been approved 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.

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