The best alternative to Tray.io

Tray.io connects your apps and moves data between them. Tallyfy runs the processes your team repeats and tracks every step.

  • No coding - Your team can build a process without writing any code
  • Tracking - Open the tracker to see where each process stands
  • AI - AI assistants such as ChatGPT and Claude work with Tallyfy through its open MCP server
Gartner Peer Insights: 4.6 out of 5

People ❤️ Tallyfy

Simple for everyone. Powerful enough for pros.

"

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
"

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 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
"

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
"

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
"

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.

Marie Jelinski
Marie Jelinski
Professional Services Specialist II · Stockton University
"

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
"

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
"

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
"

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 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
"

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
"

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
"

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.

Marie Jelinski
Marie Jelinski
Professional Services Specialist II · Stockton University
"

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
"

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
"

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

Time lost asking where things stand

What busywork costs your company

$8,000

per week

$416,000

per year

$2,080,000

over 5 years

Data moves between apps, then waits on a person

Tallyfy puts a deadline on each step a person has to do, so you can see when one is late.

The person's step is tracked with the apps' steps Data, shown as an orange dot, hops from one app to the next across three apps. It reaches a person and waits there. Then a numbered step appears under each app and under the person, 1 to 4, and each step gets a green check, the person's step last. Then the picture starts again. 1 2 3 4

Tallyfy vs. Tray.io

Tray.io
1 Adds steps for people to an automated workflow
2 No coding needed to build a workflow
3 Unlimited free guests who can complete tasks
4 Procedures anyone can read and run step by step
5 Built-in approval workflows with an audit trail
6 Free single sign-on (SSO) on every paid plan
Tallyfy

When a step is done, Tallyfy can send its data to your other apps with a webhook.

vs

The alternatives

Integration and automation platforms

Another app can launch a Tallyfy process through the API and fill in its kick-off form.

AI readiness comparison

How Tray.io and Tallyfy compare on AI-native capabilities

Criterion
Tray.io
Built-in tracking of the steps people do See each task people complete across a process
Write the process before you automate it Set out every step first, then automate the ones that suit it
MCP server for AI assistants AI assistants such as ChatGPT and Claude connect through a Model Context Protocol server
Built-in steps for people, AI and apps Any of them can complete a step in the same run

Tallyfy works with live connectors for Zapier, Power Automate, n8n, Make and Celigo. Tallyfy has a live MCP server with 100+ tools that connects to ChatGPT, Claude, Google Gemini, and Microsoft Copilot Studio.

Moving off Tray.io?

Connectors do not run your process

Middleware moves data between apps. Tallyfy runs the actual work, with people and AI accountable at each step.

See how Tallyfy replaces middleware →

Which tool is right for you?

Tallyfy is best for

  • Tracking approvals and handoffs between people
  • Teams without developers or IT staff
  • Written procedures that people run and track
  • Bringing clients and vendors into a process as guests
  • Work your team repeats often, such as onboarding a new client

Consider Tray.io for

  • Complex integrations between apps and their APIs
  • Enterprises with dedicated integration teams
  • Automating work between systems with no person involved
  • Companies that already run an integration platform

What reviewers don't like about Tray.io

This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.

" If you're not using one of their standard connectors, be prepared to understand JSON and various API methods.[1] "
- Tray.io review on Capterra
" Much of Tray's documentation is outdated, which makes things harder when climbing the steep learning curve.[2] "
- TrustRadius Insights
" We reached out to the customer support team and never heard back. It isn't easy to reach anyone at Tray.io in my experience.[3] "
- Tray.io review on TrustRadius
" Debugging workflows can be hard and organization of multiple workflows is a bit simplistic.[4] "
- Tray.io review on G2
" Would be great if there were videos on how-to implement some of the integrations. A user group/forum for newbies would be much welcomed. Debugging interface could be more user friendly.[5] "
- Tray.io review on Capterra
" The way workflows are shared with coworkers is still unreliable. You can only have personal workflows or organizational workflows - no way to share with a specific team.[6] "
- Tray.io review on G2
" The cost model is not the best. Also if one fails they all fail and will not go past the failed record.[7] "
- Tray.io review on G2
" I come from UX background and when using Tray, my learning curve is hard-moderate.[8] "
UX Professional
- Gartner Peer Insights review
" Some processes get complex and support is needed to finish. Support response times usually not the best and hitting complex problems can take a while.[9] "
- Tray.io review on TrustRadius
" Tray.io says they provide a trial but locks the accounts after few hours. And when they send the email saying account is suspended it's sent via a no-reply address.[10] "
- Tray.io review on Trustpilot
" Connector Fail Alerts are not included with your account.[11] "
- Tray.io review on G2
" It is not as suitable for smaller companies with limited staff. Tray.io is best utilized by enterprises with complex integration challenges.[12] "
- Tray.io analysis on Coupler.io
" The processing times for large data volumes can be slow. Users that need to process large amounts of data have stated they run into issues with processing times.[13] "
- Tray.io review on Growann
" The data storage connector has a storage limit of 400KB under a single key. This native Tray solution is not robust and scalable for massive volumes of data.[14] "
- Tray.io Documentation
" Infrastructure and speed is a concern - sometimes performance is slow and tools are slow to update or refresh, hindering the building experience.[15] "
- Tray.ai review on G2
" There is a limit of 1MB for the total response size. If the combined size of the status, body and header in a trigger event reply step is larger than 1MB then the request will fail with an internal error.[16] "
- Tray.ai Documentation
Tray.io Pricing
View official pricing
Tray.io is not transparent about their pricing

Expect sales calls and unpredictable costs. Hard to budget or compare.

See Tallyfy's transparent pricing instead
* Tray.ai no longer publishes prices; every plan is a custom quote from sales* Usage is metered in Tasks across integration, automation, MCP and agents* A free trial is offered through sales; no free plan is listed
Pricing last verified: October 2026. Prices may have changed.

Tallyfy might not be right for you if...

  • It isn't built to move data between systems the way an integration platform does
  • Its paid plans are priced per seat, so the cost grows with the size of your team
  • It's less useful for one-off projects than for work you do again and again
  • Editing a template changes the processes you launch afterward, not the ones already running

Start Your Free Trial

No credit card required. Set up in minutes.

Run and track the work people do

Three steps from a written process to tracked work

Switching from Tray.io Run #2,481 Running now Completed
1 done, 1 running, 1 to go
Status Step Assignee Deadline
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

1. Document

Describe your process in plain English, one step at a time.

TM
Team member
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

2. Track

See who's doing what as it happens, and which approvals are still waiting.

why this works
AI
AI agent
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next

3. Improve

Automate the routine parts. AI can complete simple steps, and people make the judgment calls.

TM
Team member

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe

Lay out your steps, deadlines, and who does each: a person, AI, or a rule.

Phase 2

Run

People + AI together

Launch in one click. AI does the routine steps; people approve. No glue code.

Phase 3

Track and improve

Audit and learn

Watch every step live, then refine - a gradual shift, never a total redo.

Tallyfy does not charge for basic services

Need help? Onboarding and 1:1 support are free for life, and you can book as many 25-minute screen-sharing calls with our experts as you need.

Book a call
Tallyfy Team

Moving from Tray.io to Tallyfy

In our experience, teams are up and running in 1-2 weeks

1

Sort your workflows into work people do and data that moves between systems

2

Save your written procedures as Word or PDF files and upload them; Tallyfy's AI turns each one into a template

3

Choose who does each step and when it's due

4

Keep Tray.io for the integrations that work, if you want both

5

Show your team how to find and complete their tasks

Our team helps you move over for free

Frequently Asked Questions

What does Tray.io do?

Tray.io is an integration platform, often called iPaaS (integration platform as a service). It connects software applications and moves data between them through their APIs.

How is AI changing middleware?

Middleware was built to connect apps that couldn't talk to each other. AI coding tools can now write some of that connecting code, and the Model Context Protocol (MCP) gives AI agents a standard way to work with other apps.

Does Tray.io require coding knowledge?

Not with its standard connectors. Tray.io calls its drag-and-drop builder low-code, but one Capterra reviewer warned that beyond those connectors you should "be prepared to understand JSON and various API methods."

How much does Tray.io cost?

Tray.io doesn't publish prices. Every plan, from Pro to Enterprise, is a custom quote from its sales team, and usage is counted in tasks.

How does Tallyfy track approvals and handoffs?

Every step in a Tallyfy process has a deadline, and you choose who does it: a person, a group or a job title. Approval steps have approve and reject buttons. Each process keeps an activity log of who did what and when.

What documentation does Tray.io have?

Tray.io's documentation site has a quickstart, troubleshooting guides, FAQs and a reference for its 700+ pre-built connectors. It also posts dated release notes.

How does Tray.io handle customer support?

Every Tray.io plan includes business-hours support, a knowledge base and community forums. The Team and Enterprise plans add 24/7 support, stronger service agreements and a dedicated Slack channel.

Who is Tray.io built for?

Mainly large companies with complex integration work and technical teams to run it. Tray.io's own site says it's built for the enterprise.

Does Tray.io offer a free plan?

No. It offers a free trial instead, which you start through its sales team.

How hard is Tray.io to learn?

It depends on what you build. Tray.io says ops and business teams can use its visual builder, and that low-code steps and custom code are there for builders who need them. Every plan includes Tray Academy and live workshops.

Can people outside my company take part in a Tallyfy process?

Yes. You can invite clients, vendors and partners as guests. They complete their tasks and fill in forms from a secure link, with no login. Every guest task also has someone inside your company assigned to it.

Can we put our team's written procedures in Tallyfy?

Yes. Each procedure, such as how to onboard a customer, becomes a template your team can read. When someone launches it, its steps become tasks that are tracked one by one.

Does Tallyfy price differently by country?

Yes, through its Fair Price Guarantee. If most of your users are in an eligible country, you can apply for a lower price on an annual plan, based on regional GDP per capita and given at Tallyfy's discretion. Qualifying nonprofits can get a discount as well.

Can Tallyfy and Tray.io work together?

Yes. Tallyfy's webhooks send task and process events to Tray.io as they happen, and a Tray.io workflow can call Tallyfy's REST API to launch a process.

7 alternatives to Tray.io

Explore other alternatives to Tray.io

See Tallyfy run your own process

Book a demo and bring a process your team runs today.

Book a demo

Pick one process. Run it this week.

Start with the one your team repeats most, and stop chasing it.

DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY

This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of October 2026. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.