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Tallyfy
Tallyfy is a workflow management platform that automates and manages repetitive work processes in real-time, making organizations more efficient and collaborative.
- Launch Date
- 2010
- Monthly Visitors
- -
- Country of Origin
- united States
- Platform
- Web
- Language
- english
Keywords
- workflow automation
- process management
- approval process
- SOP management
- document templates
- conditional logic
- real-time tracking
- process optimization
- work visibility
- eliminate repetitive tasks
- invite external users
- BI integration
- GDPR compliance
- SaaS workflows
- operational efficiency
Platform Description
Tallyfy is a workflow management software that lets you automate repetitive tasks in your company or team online. for example, instead of sending emails or having meetings to handle common tasks like onboarding employees, approving payments, or reviewing documents, you can organize them into steps within Tallyfy so that you're automatically reminded and can easily check their progress. along the way, you can utilize AI-powered templates or conditional rules to automatically change your workflow depending on the situation, giving you even more flexibility.
It's also great for collaboration inside and outside of your organization, as you can invite not only internal employees, but also external customers or partners to join the workflow and fill out the necessary forms or assign tasks. it goes beyond simply sharing documents, and allows everyone to follow along with proceduralized tasks on the same screen, reducing confusion and making the flow of work transparent.
It's also secure and scalable. it's privacy compliant, has enterprise security certifications, and can connect with external APIs and BI tools (like Power BI and Tableau), making it a great fit for even the largest organizations. pricing is transparent, with discounts based on country income levels, making it accessible to organizations of all sizes and geographies.
Core Features
-
AI-powered template generation capabilities
quickly turn existing documents or SOPs into AI-powered templates
-
conditional logic and "if-this-then-that" rules
workflow steps change based on form inputs
-
real-time status tracking
see the current progress of a process in real time
-
document/form templates and uploads
create a custom document/form or upload an existing document
-
invite and collaborate with external users
people outside your organization can fill out forms or perform some workflow steps
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reminder/Auto Close/Auto Assign feature
automatically handle schedules, deadlines, reminders, and more
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analytics and dashboard (BI) integration
BI tool alignment, dashboards, process performance, and bottleneck analysis
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security and compliance features
GDPR compliant, SOC 2 Type II certified, REST API & Webhooks available, multi-language/regional accessibility
Use Cases
- employee onboarding
- customer onboarding
- approve purchase requisitions
- approve content
- approve documents
- manage proposals
- approval workflows
- Form-triggered tasks
- automate repetitive procedures
- operations Manuals / SOPs
- audit trails
- external user collaboration
- form-based data collection
- standardize procedures
- process improvement
How to Use
create a template or upload a document
start a workflow and set up triggers
track progress and assign tasks
apply automation/enhancements
Plans
| Plan | Price | Key Features |
|---|---|---|
| Light Member | $10/seat/mo | • Cannot Create Templates • Cannot edit templates • Can start and assign workflows • Progress can be tracked and completed • Reminders are available • Watching functionality available • Light Role available |
| Full Member | $30/seat/mo | • Can Create Templates • Can edit templates • Start and assign workflows • Progress can be tracked and completed • Reminders are available • Watching functionality available • Administrator role available • Standard role available • Light role available |
FAQs
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Tallyfy is a workflow management platform that allows companies or teams to automate and manage recurring business processes (like employee onboarding, payment approvals, document reviews, and more) online.
once you've registered procedures that used to be handled by email or meetings with Tallyfy, you'll receive automatic reminders along the way, and status updates in real-time when the right person completes the task.
you can invite internal employees as well as external customers or partners for easy collaboration, and with security compliance and data analytics, it's perfect for small to large organizations. -
yes, we can. IT security reviews, legal/MSA/privacy agreements, and compliance checks. i also have experience in regulatory environments and am SOC 2 Type II certified.
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there are two memberships: Light and Full. Full includes the Standard and Administrator roles, and Light members do not have access to create or edit templates.
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yes, rates are adjusted in real-time. available credit will be applied first when upgrading, and your account will be credited for the number of days remaining when downgrading.
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a member is a full user with a company email domain, while a guest is an external user. guests have limited permissions to view only the tasks assigned to them.
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the same applies to all members. this feature is a streaming data service required for data visualization through BI systems.
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credits work like bank balances and are only charged to active members. credits are deducted first before billing and are valid for 5 years. they cannot be used for services, only licenses and add-ons, and are non-refundable for cash. credits can only be purchased by ACH or wire transfer.
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yes, we can negotiate discounts based on the length and size of your commitment.
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Tallyfy provides comprehensive template creation capabilities to suit the needs of different organizations. key methods and features include
- AI-assisted creation: Utilize Tallyfy AI to help you easily create templates from scratch.
- Document conversion: Upload your existing Word, PDF, or flowchart documents and Tallyfy AI will convert them into digital templates.
- Multilingual support: Leverage Azure AI integration to automatically translate template content, which is great for global teams.
- Available on all devices: automatically optimized to look and work equally well on desktop, tablet, and mobile.
- Compliance-ready: Ensure compliance by providing an audit trail of who did what and when, as well as permission controls.
- Continuous improvement: Built-in commenting makes it easy to collect feedback, incorporate it, and improve your templates.
- Template maintenance: Set reminders or tasks on templates that need to be reviewed or updated regularly.
- Analytics integrations: Track template usage by integrating with Google Analytics and more.
- Conditional logic: Apply "if-this-then-that" rules to create smart templates that automatically vary based on context.
⚠ If any information is incorrect or incomplete, please let us know by clicking the button below. We will review and apply corrections promptly.
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