Tallyfy Review: Workflow Automation Software
Tallyfy helps small and mid-sized businesses digitize manual SOPs and track task completion. It is designed for teams that need to manage approval chains and cross-departmental handoffs.
At a glance
- Category
- Productivity
- Best for
- Small businesses, Mid-market companies, Operations managers, Teams with recurring manual approval processes
- Pricing
- Pricing starts at $10 per month for a Light Seat, with Full Seats available at $30 per month. A 14-day free trial is available with no credit card required.
- Key use cases
- Employee and Client Onboarding, Purchase Approvals, Document Routing, Policy Renewals
- Integrations
- Slack, Gmail, Microsoft Teams, Zapier, Power Automate
- Official website
- tallyfy.com
Tallyfy is a process automation tool designed to move companies away from static documentation and into active, trackable workflows. It uses a three-step system where users document a process, track its status in real time, and use automation to refine it.
The platform is designed for business owners and operations managers who deal with recurring tasks like onboarding or purchase approvals. It supports conditional branching—where the workflow can change based on specific inputs—and allows external guests to complete tasks via a link without needing an account.
Buyers should note that seat types differ, as some licenses limit the ability to create templates. It is also worth confirming if the provided AI integrations, such as Claude or ChatGPT, align with a company's internal AI policies.
Key Features
Supports creating workflow templates via AI or uploading existing documentation to digitize processes.
Uses if-then-else rules to auto-assign tasks, set deadlines, and handle conditional branching.
Provides visibility into active workflows to see who owns the current step and identify bottlenecks.
Allows external participants to complete assigned tasks via a unique link without requiring a full account login.
Supports building contracts and forms with fields that populate from previous data.
The platform is SOC 2 Type II and GDPR compliant and includes free Single Sign-On (SSO).
Use Cases
Managing the sequence of tasks between HR, IT, and the new hire to ensure setup steps are documented.
Routing purchase requests through a multi-tier authority matrix for manager signatures.
Moving contracts or layouts through review and approval cycles between internal teams and clients.
Managing the recurring steps and reminders required for annual policy updates.
Best For
Integrations
Pricing
Pricing starts at $10 per month for a Light Seat, with Full Seats available at $30 per month. A 14-day free trial is available with no credit card required.
FAQ
Full Seats can create and edit templates, while Light Seats are for users who only need to complete tasks and track processes.
No, guests can be assigned tasks and provided with a unique link to complete their part of the process without logging in.
Yes, Tallyfy provides a 14-day free trial that does not require a credit card.
Source category: Productivity
Source subcategory: Workflow Automation
