Workflow Automation Engine
Turn messy emails and docs into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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!
"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.
"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.
"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 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.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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!
"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.
"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.
"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 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.
"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.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Employee Onboarding
Client Onboarding
Leasing - Tenant Onboarding
Client Content Approval
Internal Purchase Order Request
Proposal/Contract Review
Tallyfy® is A Workflow Automation Engine For Anyone
Fed up of ad-hoc emails, projects, tasks and complex software? Run and scale your operations properly with Tallyfy - a multi-function, AI-powered, top-rated workflow automation engine. One investment firm managing 500+ deals told us they saved 5 hours per deal by automating multi-step verification workflows - that is thousands of hours recovered annually. Another team reported $150,000 in annual savings by avoiding new operations hires, all through engine-driven workflow automation.
Just 3 simple steps to digitized workflows
Document, track and automate using a workflow automation engine
1. 1. Document
Build automation rules with AI. Define triggers, conditions, and actions without code. Start with a ready-made template or create your own.
2. 2. Track
Real-time visibility into every automated workflow. See what triggered, what ran, and what completed - like Solutions 8, who now save 2 hours per client using engine-driven automation.
3. 3. Improve
Add complex conditionals and AI-powered steps. The engine learns your patterns and suggests optimizations as you scale.
Is manual work optional?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
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:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Workflow automation skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow and rules automation experts for life.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Related Questions
What exactly is Tallyfy?
Tallyfy is a strong application that crushes workflow chaos by keeping track of every step for any process – entirely automatically. With trackable, digitized workflows, you can save about 2 hours per person per day by delegating to people and/or AI, perform consistent and standardized operations, and scale operations with ease. It's especially applicable with form intake processes, when you don't want to lose/delete or forget any submission.
What is a workflow automation engine?
A workflow automation engine is a digital brain that automatically routes work from one person (or team) to the next. Rather than employees passing work between themselves, that's all handled by the engine – routing of work, notification, tracking, and all that good stuff. Tallyfy is the only platform that's intelligent and intuitive to automate workflows - you can be confident that nothing will get forgotten and nobody will be unsure of what to do next.
Why do companies need workflow automation?
Without workflow automation, businesses lose hours on manual handoffs, status updates, and follow-ups. Teams spend more time managing work than doing the work itself. By automatically routing tasks, sending notifications, and offering current status on process, Tallyfy's automation engine eliminates this waste - at the process level - with no human effort.
How does Tallyfy make workflow automation simple?
Unlike other complex BPMN tools, where you need to be a developer to understand them, Tallyfy has a simple if this, then that design that anyone can understand. Automate complex tasks in 2 minutes without flow charts or code! The platform also has built-in AI, which instantly builds workflow templates of what you're doing already.
What makes Tallyfy different from other workflow automation tools?
What sets Tallyfy apart is the ease and agility that goes with the power of automation. It has some unconventional features such as no-cost, no-login guest access, automatic form-to-workflow conversion and AI-generated boilerplate. The platform offers GDP based pricing with lifetime discounts up to 90% for qualifying countries and companies - so it's affordable for everyone across the world.
How does Tallyfy handle external participants in automated workflows?
Tallyfy offers free, unlimited, no-login-required guest access. Outside collaborators receive one link that's always permanent for all of their assignments, and can also self-assign work to other members of their team. This is a powerful way to engage customers, vendors, and partners in your workflows while still retaining security and tracking capabilities.
Can Tallyfy integrate with other systems?
Yes, Tallyfy has an open API and a number of middleware connectors to your existing tools. You can pull data between systems, trigger workflows based on external events, or flow process data to your business intelligence tools. It creates a smooth automated world in and around all of your technology.
How can I see customer reviews of Tallyfy?
Read original customer reviews and successful use cases.
Does Tallyfy offer a free trial?
Yes, Tallyfy has a day trial that's completely free and you can get access to all features. To start your trial, schedule a demo and we'll set up your demo instance immediately.
Does Tallyfy offer free help with implementing workflow automation?
Absolutely! Tallyfy brings a free professional service to help you properly implement workflow automation. Our team will help you configure your workflows, train your team and ensure you get the highest value from the platform. If you'd like to chat about Tallyfy and how we might help you, schedule a demo.
How do I get started with Tallyfy?
The easiest way to get started is by signing up for a personalized demo. Our team will demonstrate how Tallyfy will help YOUR processes, answer your questions and get you set up for success. We'll also go over pricing options which include our GDP-based discounts that could help you save up to 90%.
How much time can a workflow automation engine actually save per process?
The numbers vary by complexity, but here is a real example: one investment firm handling 500+ deals saved 5 hours per deal through automated verification workflows. That translates to thousands of hours annually. Another team reduced their onboarding time from 14 days to 5 days per case - a 64% reduction - simply by letting the engine handle reminders, routing, and status tracking automatically.
Can workflow automation reduce headcount requirements?
Yes, though the better way to think about it is capacity expansion. One operations team reported $150,000 in annual savings by avoiding new hires - the automation engine handled work that would have required additional staff. Another compliance-focused team went from 65 employees to 15 while increasing revenue 4X, after documenting and automating their workflows properly. The engine does the coordination work humans used to do manually.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency