Tallyfy Reviews, Pricing, Features & Alternatives in 2026
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.
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.
Screenshots & Interface
Key Features
Stop wasting time on manual follow-ups and confusing diagrams. Tallyfy gives you the tools to automate your expertise and ensure your team delivers consistent results every single time.
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.
Integrations
Zapier
Slack
Microsoft Outlook
Gmail
Google Drive
Microsoft Teams
HubSpot
Salesforce
Power Automate
Pricing Plans
Tallyfy offers a straightforward pricing structure designed to scale with your process needs. You can start with a 14-day free trial to explore all features before committing. Paid plans begin at $25 per user per month, providing you with unlimited processes and powerful automation capabilities to streamline your operations.
Perfect for operations managers in mid-sized professional services firms who need to automate repeatable client onboarding and internal compliance workflows.
Best for Company Sizes
small-business
mid-market
enterprise
Popular Industries
finance
legal
real-estate
Our Verdict
Tallyfy is a top-tier choice if you are tired of rigid BPM tools and want a flexible, logic-driven way to manage your company's SOPs. It excels at making complex processes feel like simple checklists, which significantly boosts team compliance and reduces errors.
While it requires a higher investment than a standard task manager, the automation and visibility gains for repeatable work are substantial. Highly recommended if you manage high-stakes processes like client onboarding or financial audits where missing a step is not an option.
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