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.
Co-founder
Gwen Tormey
Corestream
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.
CEO
Karen Finnin
Online Physio
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!
Physiotherapist & Director
Rhonda Toston
JLL is a Fortune 500 company with 100,000+ employees
Tallyfy provided us with a modern, global platform to automate, maintain, and cascade content to a wide array of stakeholders, effectively eliminating the need for our teams to ask "Where can I find the latest version of a playbook?". We’re excited to continue our partnership with Tallyfy and welcome their growth-forward mindset as we deliver on our commitments to our stakeholders.
Global Product Integrator
Lewis Marty
Simploy
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
Business Development Director
Evan Davis
Alexandria Transit System
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.
Director of Finance
Kasim Aslam
A Google Ads Agency
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
Sol8
Julie Trelstad
Julie Ink
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!
Book Publisher
Kim Berzack
West Community Credit Union
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.
Marketing
Andrew Hurrell
Get Customers Fast
We can finally delegate work with confidence and focus on growing the business.
Director
Hanka Hanga
The Mindset Institute
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.
Co-founder
Gwen Tormey
Corestream
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.
CEO
Karen Finnin
Online Physio
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!
Physiotherapist & Director
Rhonda Toston
JLL is a Fortune 500 company with 100,000+ employees
Tallyfy provided us with a modern, global platform to automate, maintain, and cascade content to a wide array of stakeholders, effectively eliminating the need for our teams to ask "Where can I find the latest version of a playbook?". We’re excited to continue our partnership with Tallyfy and welcome their growth-forward mindset as we deliver on our commitments to our stakeholders.
Global Product Integrator
Lewis Marty
Simploy
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
Business Development Director
Evan Davis
Alexandria Transit System
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.
Director of Finance
Kasim Aslam
A Google Ads Agency
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
Sol8
Julie Trelstad
Julie Ink
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!
Book Publisher
Kim Berzack
West Community Credit Union
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.
Marketing
Andrew Hurrell
Get Customers Fast
We can finally delegate work with confidence and focus on growing the business.
Director
Hanka Hanga
The Mindset Institute
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.
Co-founder
Start by Tallyfying one recurring process
Perfect for procedures, forms, approvals, playbooks and contracts. Use Tallyfy AI to auto-generate a template or auto-convert your existing process documentation.
Fed up of ad-hoc projects, meetings and tasks? Run and scale your operations with Tallyfy – multi-function, AI-powered, top-rated workflow software
Just 3 simple steps to digitized workflows
Document, track and automate your workflows on Tallyfy
1. Document
Define or upload your template using AI. Optionally add simple if-this-then-that conditionals. Add rich descriptions to capture tribal knowledge on every step.
2. Track
Launch your process with a form or any other trigger. Invite unlimited guests or coworkers to complete tasks and fill out forms. Tallyfy handles auto-reminders.
3. Improve
Improve your process through feedback and metrics. Add steps run by AI. Automate specific steps if they’re worth it. Practice easy and continuous improvement.
Can you tolerate the pain and cost of each person in your company wasting ~2 hours a day on busywork?
Tallyfy is the only workflow software that offers thoughtful discounts for certain countries with specific GDP-per-capita figures. You won’t find this value in any other platform.