Tallyfy

Tallyfy is a workflow and process management platform that lets teams document repeatable procedures as templates, launch them as live workflows, and track each step in real time. It addresses the problem of processes living in email, chat, and spreadsheets, where tasks are forgotten, status requires manual follow-up, and approvals lack a clear record. Steps can be assigned to people, guests without logins, or AI agents, with conditional logic, automatic routing, reminders, and approvals captured in an audit trail.

Core capabilities include procedure templates and document templates, AI-assisted template creation and SOP import, no-code conditional logic and automation rules covering visibility, assignment, deadlines, and status, client-facing workflows, knowledge-only mode for reference documentation, and live progress tracking. Integrations connect other apps to workflow steps, and an open REST API with webhooks supports launching processes programmatically. Security features include SOC 2 Type II compliance, GDPR compliance, and SSO.

Tallyfy is built for non-technical business users across teams that run frequent, standardized, or auditable processes. Access is organized by role: editors with full seats build workflows, members with light seats track their work, and guests participate by email invitation. A free trial and a demo are available, alongside a free SSO offering.