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Tallyfy

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AI-powered workflow and process management software for tracking tasks and approvals

Workflow Software
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  • Deployment Cloud Based
  • Starting price $30
  • Free trial Available
  • Best for SMEs, Agencies, Enterprises

What is Tallyfy?

Tallyfy is a cloud based workflow and business process management platform that turns recurring tasks and approvals into trackable, repeatable workflows. Teams build templates with steps, deadlines, form fields, and conditional if this then that rules, then launch them as live processes that can be tracked in real time without status meetings.

The platform is aimed at operations teams in small and mid sized businesses and agencies that need to standardize onboarding, approvals, and other repeatable procedures. It includes AI assisted template creation, unlimited guest access for people outside the organization, single sign on, and integrations with common business apps. Tallyfy charges per seat with two seat types, Full and Light, and offers a 14 day trial.

Key Features of Tallyfy

Tallyfy lists 8 documented features, including AI assisted workflow template creation, If this then that automation rules for branching and approvals and Real time tracking of running workflow instances. The list below covers what the product does rather than how it is marketed.

  • AI assisted workflow template creation
  • If this then that automation rules for branching and approvals
  • Real time tracking of running workflow instances
  • No login guest access for external participants
  • Automatic deadline reminders and escalation notifications
  • Form to workflow conversion
  • Single sign on (SSO) included on all paid plans
  • API and third party integrations

Tallyfy Pricing

Tallyfy lists 2 plans, from $10 to $30.

Full Seat

$30

per seat/month

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Monthly per seat rate for people who create and edit templates, launch and assign work and approve tasks; annual billing is $300 per seat per year.

Light Seat

$10

per seat/month

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Monthly per seat rate for people who only complete assigned tasks; annual billing is $100 per seat per year.

Tallyfy Specifications

Tallyfy is available on web app. It offers an API and has a free trial.

Deployment
  • Cloud Based
Billing cycle
Yearly
Desktop
  • Web App
Languages
  • English
Built for
  • SMEs
  • Agencies
  • Enterprises
Support
  • Email
  • Live Support
  • Training
  • Tickets
Integrations
Zapier, Slack, Microsoft Teams, Google Workspace, Gmail, Salesforce, API and webhooks
Public API
Yes
Free trial
Yes
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
tallyfy.com

Tallyfy Videos

Tallyfy Screenshots

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Tallyfy FAQs

No, Tallyfy does not have a permanently free plan, but it offers a 14 day trial with no credit card required.

Full Seats can design and edit workflow templates and hold Admin or Standard roles, while Light Seats are lower cost licenses meant for people who only need to complete assigned tasks.

Yes, SSO is included free on all paid Tallyfy subscriptions.

Yes, Tallyfy supports unlimited guest users who can view and act on assigned tasks without logging in.

No, Tallyfy offers both monthly and annual billing, though annual plans cost less per month and are a 12 month non-cancellable commitment.