Multi Step Approval Management Software

Turn challenging, multi-step approval workflows into digitized, automated workflows

Track all your approvals 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 Approvals Made Easy

Fed up of crazy email chains for approvals? Run and scale your operations properly with Tallyfy - multi-function, AI-powered, top-rated multi-step approval management software

Do you know the cost of running approvals manually?

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 skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. No matter how many steps or conditional rules your approval workflow has - we can help you free!

SCHEDULE A CALL
Tallyfy Team

IT, legal & compliance information

Integrations

Security & Compliance

SOC 2 Type II
GDPR Compliant
ISO 27001

Related Questions

What is Multi-Step Approval Management Software?

Multi-step approval management software allows you to track and manage complex approval processes that include more than one person, department or step. Think of it as a digital assembly line for approvals — everyone knows exactly when they need to check over and sign off on something. Tallyfy is the top tool to end approval chaos by tracking every step with no manual effort and saving 2 hours per person/day.

What Exactly is Tallyfy?

Tallyfy is a no-code system that removes the chaos and complexly of workflows altogether without doing things manually anymore. Trackable, digitized workflows save you time (win back 2 hours/person/day), increase transparency and delegate tasks to people or AI, run repeatable standardized processes for better results, and scale operations by automating with no friction.

Why Do Traditional Approval Methods Often Fail?

Outdated approval processes such as email chains and spreadsheets create confusion, delays and lost requests. Without a system in place, approvals get bottlenecked in inboxes, people overlook their responsibilities and nobody is able to see the real-time status. Tallyfy solves this through transparency, automatic reminders and a predictable path for every approval process.

How Does Tallyfy Make Multi-Step Approvals Easier?

Tallyfy turns your cumbersome approvals into simple, trackable workflows. It triggers a message to the appropriate person when it is that person is turn, yet shows everyone involved the real-time status and makes sure no step gets overlooked. You can even bring in outside guests (such as clients or vendors) into your approval process without requiring them to sign up for their own accounts or remember their passwords.

What Happens If You Do not Use Proper Approval Management Software?

Without proper approval management software, companies suffer from time-wasting, paper-chasing, compliance threats and disgruntled employees. People spend too much time trying to get approvals over email and phone, causing them to miss deadlines and chances. Tallyfy guards against that by giving fixed accountability, and automatic tracking.

How Does Tallyfy Handle Conditional Approvals?

Tallyfy is intelligent "if-this-then-that" rules ensure approvals are automatically sent where you want them to go, based on conditions you specify. For instance, if an expense exceeds $5,000, it can automatically be sent to senior management. If under, it could bypass finance altogether. This automation prevents manual handling and reduces mistakes.

Can I See Real Customer Reviews of Tallyfy?

Yes – you can read real customer reviews and success stories at https://tallyfy.com/customers/ These reviews explain how things have been re-shaped by companies who have changed their approval process, and saved hours, minutes and days with Tallyfy.

Does Tallyfy Offer a Free Trial?

Yes - Tallyfy provides a tours for your approval processes to show how it will work. Book a demo here - https://tallyfy.com/booking/ and we will create a custom instance based on your use case.

How Does Pricing Work for Different Countries?

Tallyfy pricing has a fair approach, based on GDP-per-capita of countries. In other words, they can enjoy life discounts in the 90% range, depending on the place they are in. This tiered pricing model makes it affordable for business across the globe to obtain enterprise level approval management.

Does Tallyfy Offer Free Help with Implementation?

Yes, Tallyfy includes free professional services to have you up and running with your approval workflows! We can assist you in configuring, customizing, and tuning your approval processes. Schedule a call to learn more – https://tallyfy.com/booking/.

How Does Tallyfy Handle External Approvers?

It is dead-simple to add outside approvers to your processes using Tallyfy. They do not need to sign up or remember passwords — they have a single, permanent link that works for all their tasks. It is awesome for client approval, vendor review – any outside stakeholder involvement.

Can Tallyfy Generate Approval Documents Automatically?

Tallyfy does have amazing document generation! Templates with blank fields can be developed so that the system automatically generates documents with the appropriate format by using the approval data. This removes the need to create documents manually and makes the approvals uniform.

How Do I Get Started with Tallyfy?

The easiest way to see it in real action is to schedule a guided demo – we can tell you all about Tallyfy and you can see the approval workflows in action! To schedule your demo, go to https://tallyfy.com/booking/ We will create a personalized demo just for you that includes your unique use case.

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy