OpenKM
OpenKM is a scalable document management solution that helps you capture, manage, and store digital content while automating business processes and ensuring regulatory compliance across your entire organization.
Tallyfy
Tallyfy is a cloud-based process management and workflow automation software that helps you document, track, and automate repeatable business processes without using complex flowcharts or messy spreadsheets.
Quick Comparison
| Feature | OpenKM | Tallyfy |
|---|---|---|
| Website | openkm.com | tallyfy.com |
| Pricing Model | Freemium | Subscription |
| Starting Price | Free | $25/month |
| FREE Trial | ✓ 30 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2005 | 2014 |
| Headquarters | Palma de Mallorca, Spain | St. Louis, USA |
Overview
OpenKM
OpenKM provides you with a centralized platform to manage all your digital assets and documents. You can easily import files from various sources, including scanners, emails, and office applications, while using powerful metadata and indexing tools to keep everything organized. The system helps you eliminate paper-based bottlenecks by converting physical documents into searchable digital formats that your team can access from anywhere.
You can automate complex business logic through a built-in workflow engine and task manager. This allows you to set up automatic document routing, approvals, and notifications without manual intervention. Whether you are a small business looking to organize files or a large enterprise needing strict version control and audit trails, the platform scales to meet your specific security and storage requirements.
Tallyfy
Tallyfy helps you transform your static SOPs and messy spreadsheets into living, breathing workflows. Instead of drawing complex flowcharts that nobody follows, you can create simple, checklist-based processes that your team can actually execute. You can hide or show tasks based on powerful rules, ensuring that everyone only sees what they need to do at the right time.
The platform eliminates the chaos of chasing people for status updates by providing real-time visibility into every active process. You can easily onboard new employees, manage client requests, and ensure compliance across your entire organization. It is designed for teams that need to scale their operations without adding administrative overhead, making it a favorite for operations managers and department heads in professional services and finance.
Overview
OpenKM Features
- Advanced Search Find exactly what you need using full-text indexing, metadata filters, and saved search queries for instant document retrieval.
- Workflow Engine Automate your business processes by creating custom document lifecycles, approval paths, and status notifications for your team.
- Version Control Track every change made to your documents and restore previous versions easily to maintain a complete history of edits.
- OCR Integration Convert scanned images and PDF files into searchable text automatically so you can find information hidden in paper documents.
- Electronic Signature Sign your documents digitally within the platform to speed up approvals and maintain a secure, paperless legal trail.
- Barcode Recognition Capture data from barcodes on incoming documents to automate indexing and file placement without manual data entry.
Tallyfy Features
- Dynamic Logic. Show or hide specific tasks based on previous answers so your team only sees steps relevant to their current situation.
- Structured Data Capture. Collect specific information through form fields within tasks to ensure you have all the data needed for the next step.
- Real-time Tracking. Monitor the progress of every active workflow from a single dashboard and identify bottlenecks before they cause delays.
- Automated Handoffs. Notify the next person in line automatically as soon as a task is completed to keep your projects moving forward.
- Guest Access. Invite clients or external partners to complete specific tasks in your workflow without requiring them to create an account.
- Template Versioning. Update your process templates and instantly apply those changes to all active runs to keep your team on the latest version.
Pricing Comparison
OpenKM Pricing
- Open-source license
- Web-based interface
- Basic document management
- Community forum support
- API access
- Multilingual support
- Everything in Community, plus:
- Advanced workflow engine
- Full technical support
- Microsoft Office Add-ins
- Advanced security & auditing
- Cloud or On-premise options
Tallyfy Pricing
- Unlimited view-only guests
- Unlimited process documentation
- Basic folder organization
- Standard support
- Document export options
- Everything in Docs, plus:
- Unlimited active process runs
- Conditional branching logic
- App integrations via Zapier
- Reporting and analytics
- Custom branding options
Pros & Cons
OpenKM
Pros
- Highly customizable to fit specific business workflows
- Excellent version control and document history tracking
- Strong metadata capabilities for detailed file organization
- Cost-effective alternative to major enterprise competitors
Cons
- Interface feels dated compared to modern SaaS
- Initial setup requires significant technical knowledge
- Steep learning curve for administrative configuration
Tallyfy
Pros
- Eliminates the need for complex flowcharting
- Intuitive interface makes team adoption very fast
- Powerful conditional logic handles complex scenarios
- Guest features simplify client data collection
Cons
- Mobile app experience is less polished
- Initial setup of complex logic takes time
- Higher price point than basic task managers