Approval Management Software

Simplify messy approval workflows into smooth, automated processes

Track all your approval workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis
"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today. Start with one process then gradually roll it out to all your processes.

Tallyfy® is Approval Management Made Easy

Fed up of ad-hoc emails and tasks? Run and scale your operations properly with Tallyfy - multi-function, AI-powered, top-rated approval management software

Just 3 simple steps to digitized approvals

Document, track and automate approvals on Tallyfy

Document

1. Document

Define or upload your template using AI. Optionally add simple if-this-then-that conditionals. Add rich descriptions to capture tribal knowledge on every step.

Track

2. Track

Launch your approval process with a form or any trigger. Invite unlimited guests or coworkers to complete tasks and fill out forms. Tallyfy handles auto-reminders.

Improve

3. Improve

Improve your process through feedback and metrics. Add steps run by AI. Automate specific steps if they are worth it. Practice easy and continuous improvement.

Do you know the cost of busywork chasing approvals?

Calculate Your Workflow Savings

Weekly Savings
$2,000
Monthly Savings
$8,000
Annual Savings
$96,000

These are estimated savings based on time recovered from manual workflow management. Actual results may vary.

Approval workflow design skills - without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls for life with our approval design experts that will get your custom flow designed the way you need it.

SCHEDULE A CALL
Tallyfy Team

IT, legal & compliance information

Integrations

Security & Compliance

SOC 2 Type II
GDPR Compliant
ISO 27001

Related Questions

What is Approval Management Software?

Approval management software enables teams to log and manage requests requiring sign-off by multiple individuals. It replaces the hunt for approvals over email or chat with a clear digital trail of who needs to sign off on what and when. Think of it as a digital traffic cop that ensures nothing gets jammed or lost during the approval process.

What exactly is Tallyfy?

Tallyfy documents workflows automatically and creates digital traces showing exactly where something stands. Users typically save around 2 hours per person daily, can assign work to people or AI, and run consistent, standardized processes. It is particularly effective for scaling without creating friction or confusion.

Why do traditional approval processes fail?

Traditional approval methods rely on email chains, chat messages, or paper forms that are easily overlooked. This causes wasted time chasing approvals, missed deadlines, and lack of status visibility, often resulting in delays, frustration, and costly missteps.

How does Tallyfy make approvals easier?

It structures chaotic approval processes and makes them visible. The platform automatically alerts appropriate people when it is their turn, provides real-time status transparency, produces audit trails, and allows external guests to participate without needing accounts.

What happens if you do not use proper approval management software?

Organizations encounter delays, misplaced documents, compliance risks, and demoralized teams. Hours are wasted tracking approvals via email or chat, decisions are delayed, and there is no clear approval record - particularly problematic in regulated industries requiring documentation.

How does Tallyfy handle conditional approvals?

It includes if-this-then-that rules for complex workflows. For instance, purchases under $1000 might require one approver while higher amounts need multiple sign-offs. These rules function automatically, ensuring consistency without manual intervention.

Can I see customer reviews of Tallyfy?

Yes, customer stories and reviews are available at https://tallyfy.com/customers/, illustrating how organizations transformed approval processes from chaotic to organized.

Does Tallyfy offer pricing discounts?

Tallyfy provides permanent lifetime discounts based on your country's GDP per capita, offering up to 90% off for eligible businesses worldwide - not temporary promotions.

Can I try Tallyfy before buying?

Yes, you can experience how Tallyfy fits your approval processes through an end-to-end demo. Book a personal demonstration at https://tallyfy.com/booking/ where they will configure a custom instance for your needs.

Does Tallyfy offer implementation help for approval processes?

Yes, Tallyfy provides free professional services including workflow setup, template creation, and team training. Contact them at https://tallyfy.com/booking/ to discuss your requirements.

How does Tallyfy handle approval documentation?

It features advanced document creation that automatically generates standardized approval documents. You can templatize approval forms or contracts while controlling what is editable, promoting consistency and saving time.

Can external stakeholders participate in approval processes?

Yes, unlimited guest access is free. External approvers need only their email address - no username or password required. They receive one permanent link for all their work.

How do I get started with Tallyfy for approvals?

Book a demonstration at https://tallyfy.com/booking/ where they will install a custom demo instance and walk you through the entire process.

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy