INTUITIVE WORKFLOW MANAGEMENT SOFTWARE THAT ANYONE CAN UNDERSTAND WITHIN 60 SECONDS

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

Auto-document and track workflows with other people in real-time

Workflow management software thatโ€™s fit for modern 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 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
  • Structure talent requests
  • Promotion requests

R&D

  • Structure incoming issues
  • Product quality assurance cycles
  • Product release processes

IT

  • Triage tickets to playbooks
  • Merge DevOps to everyone
  • Asset re-assignment

Sales

  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations

Analysts

  • Structure and deliver audits
  • Train AI with human-in-the-loop
  • Request to BI to Insights

Operations

  • Make SOP's useful
  • Crowdsource know-how
  • Deliver "one source of truth"

Auto-document and track workflows with other people in real-time

Tallyfy makes managing workflows easy for anyone

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

Real-time Tracking The only cloud-native workflow 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. Weโ€™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 โ€“ 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 โ€“ 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 โ€“ 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 SOPโ€™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 process variation without flowcharts
Integrate via open API and SSO
Integrate AI or RPA into tasks
Stream analytics to your BI

Automate your recurring processes in minutes ๐Ÿ’ช

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

Auto-document and track workflows with other people in real-time

So, do we all agree on this workflow?

Image of Does everyone agree tallyfy

Everyone can contribute easily to finalizing a work order process.

define

Has my request been approved yet?

Never have to ask about the status of anything again.

define

Has anyone updated the client?

Status and expectations

Clients can securely track a process!

define

Didn't you see the urgent email?

Image of bombarded

Know what's important and what can wait.

define

It's difficult to follow processes

Hard to follow process

Tallyfy guides you through approval decisions.

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Is the process up to date?

Eliminate change management and training.

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Auto-document and track workflows with other people in real-time

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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