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.
Whale
Whale is a centralized knowledge sharing and training platform that helps you document your standard operating procedures and onboard employees faster to ensure consistent team performance.
Quick Comparison
| Feature | Tallyfy | Whale |
|---|---|---|
| Website | tallyfy.com | whale.io |
| Pricing Model | Subscription | Subscription |
| Starting Price | $25/month | $30/month |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No 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 | 2014 | 2018 |
| Headquarters | St. Louis, USA | Antwerp, Belgium |
Overview
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.
Whale
Whale is a centralized documentation and training platform designed to help you get your team's collective knowledge out of their heads and into a structured system. You can create a single source of truth for your company's standard operating procedures (SOPs), policies, and training manuals. This ensures that every team member has instant access to the information they need to perform their jobs correctly without constant supervision.
The platform is particularly effective for small to mid-sized businesses looking to scale their operations or streamline employee onboarding. By using the built-in editor and browser extension, you can deliver knowledge exactly when and where your team needs it. It helps you eliminate repetitive questions, reduce human error, and ensure that your business processes are followed consistently across the entire organization.
Overview
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.
Whale Features
- Web Extension. Access your company's SOPs and documentation directly within the web applications your team uses every day.
- Smart Playbooks. Organize your processes into structured playbooks that guide your employees through complex tasks step-by-step.
- AI Content Creator. Generate initial drafts of your procedures and policies in seconds using the integrated AI writing assistant.
- Automated Testing. Create quizzes and assessments to verify that your team has actually read and understood your training materials.
- Review Reminders. Set automated schedules to prompt subject matter experts to review and update content so information never goes stale.
- Role-Based Access. Control exactly who can view or edit specific documents based on their department, seniority, or job function.
Pricing Comparison
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
Whale Pricing
- Up to 10 users included
- Unlimited playbooks
- Web browser extension
- AI writing assistant
- Basic reporting
- Standard integrations
- Everything in Growth, plus:
- Custom branding
- Advanced user permissions
- Knowledge reinforcement tests
- Content review workflows
- Priority support access
Pros & Cons
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
Whale
Pros
- Intuitive interface makes it easy for non-technical users
- Browser extension delivers knowledge without leaving active tabs
- AI features significantly speed up the documentation process
- Excellent customer support and onboarding assistance provided
Cons
- Mobile application experience is less robust than desktop
- Initial setup requires significant time investment for content
- Limited formatting options in the document editor