Workflow Automation Software
Turn messy emails and chats 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.
"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.
"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.
"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.
"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.
"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 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!
"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.
"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 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.
"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.
"We can finally delegate work with confidence and focus on growing the business.
"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.
"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.
"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.
"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.
"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 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!
"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.
"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 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.
"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.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Tallyfy® is Workflow Automation Software Made Easy & Simple
Fed up of ad-hoc emails, chats, projects and tasks? Run and scale your operations properly with Tallyfy - AI-powered, top-rated workflow automation software. Work scattered across Trello, Asana, spreadsheets and email? We hear that constantly. Consolidate it all in one place.
Just 3 simple steps to automated workflows
Document, track and automate your workflows on Tallyfy
1. Document
Create workflow templates with AI. Add if-this-then-that rules for branching and approvals. Browse our template library for quick starts.
2. Track
Real-time visibility into every running workflow. Opera Theatre of St. Louis achieved 60% faster approvals by eliminating status meetings entirely.
3. Improve
Add automations for notifications, assignments, and integrations. Our software handles the repetitive handoffs so your team focuses on actual work.
Is manual work sustainable?
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 experts for life. We will help you understand which steps can be automated in your workflow and which ones do not make sense for automation.
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 tracks every step of any process - automatically. No nagging. No missed handoffs. Teams tell us they save about 2 hours per person per day just by having clear visibility into what's happening. It's especially useful for form intake processes where you can't afford to lose or forget any submission.
What is workflow automation software?
Think of it as a digital assistant that moves tasks from one person to the next automatically. It sends reminders, tracks progress, and nobody has to remember or nag. Simple as that. Tallyfy makes this easy with if-this-then-that rules instead of complicated flowcharts.
Why do teams struggle without workflow automation?
Chaos. That's the honest answer. Tasks get buried in email threads. Steps get skipped. Nobody knows how much progress is being made. In our conversations, we hear the same story: missed deadlines, frustrated people, and if there are paying customers involved, lost revenue. Clear visibility fixes this.
How does Tallyfy pricing work in different countries?
We offer lifetime discounts based on GDP per capita. Companies in emerging economies can get up to 90% off - for life. It's not a gimmick. We genuinely want workflow automation accessible everywhere, not just in wealthy markets.
What makes Tallyfy different from other tools?
Most workflow tools are built for technical experts. Tallyfy isn't. No flowcharts. No BPMN notation. Just simple if-this-then-that rules. Plus, you can invite unlimited external guests who don't need accounts or passwords. That last part? It's a game-changer for customer-facing workflows.
How does Tallyfy handle customer-facing workflows?
We use a "one link forever" approach. Guest users don't sign up or remember passwords. They get one permanent link for all their work with you. Simple. Teams tell us this dramatically increases engagement because there's zero friction.
Can Tallyfy help with document automation?
Yes. Create templates with blanks to fill in. Decide which fields are editable and which aren't. Reuse text across different files. No more cloning and manually editing documents - that's where errors creep in.
Where can I see what other teams think of Tallyfy?
Check out our customer page for real reviews and success stories. You'll see how different businesses use Tallyfy - from onboarding to approvals to compliance workflows.
Does Tallyfy offer a free trial?
We do personalized demos instead - we'll set up a custom instance based on your actual workflows. Book a demo and see exactly how it would work for your team.
Does Tallyfy provide implementation support?
Free professional services, yes. Our team helps you every step of the way. We've found that a little guidance early on makes a huge difference. Book a call to get started.
How do I get started with Tallyfy?
Start with a demo. We'll show you exactly how Tallyfy prevents workflow failures and set up a custom instance for your needs. Book your demo here.
How many disconnected tools can Tallyfy replace?
In our conversations, teams describe work scattered across 4-5 different systems - Salesforce, Trello, Airtable, spreadsheets, email threads. One property management operation consolidated everything into Tallyfy and saw 75% faster processing times. The key? Everyone sees the same process state instead of hunting through multiple apps.
What about tasks that slip through the cracks?
This is exactly why teams come to us. We hear it constantly - without visibility, work gets forgotten. Tallyfy tracks every step automatically, sends reminders, and shows exactly where each workflow stands. One professional services firm eliminated their "slipping through the cracks" problem entirely once they had real-time visibility.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency