Process Documentation Software
Turn process documentation into digitized, automated workflows

People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"Finally delegate work with confidence and focus on growth.

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

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

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

"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.

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

"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

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

"Finally delegate work with confidence and focus on growth.

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

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

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

"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.

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

"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

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

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 the only product available that does Process Documentation and Process Tracking in one
Fed up of documentation that nobody reads? Run and scale your operations properly with Tallyfy - multi-function, AI-powered, top-rated process documentation and workflow software
Just 3 simple steps to digitized processes
Document, track and automate your workflows on Tallyfy
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.
Launch your process with a form or any other trigger. Invite unlimited guests or coworkers to complete tasks and fill out forms. Tallyfy handles auto-reminders.
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.
Process documentation skills without the bills
Calculate Your Workflow Savings
These are estimated savings based on time recovered from manual workflow management. Actual results may vary.
Process documentation skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our process documentation experts for life. Remember - documenting is just the start of the journey. We can help you run and automate your processes too.
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Related Questions
What exactly is Tallyfy?
Tallyfy is a robust application that crushes workflow chaos by keeping track of every step for any process - entirely automatically. With trackable, digitized workflows, you can save about 2 hours per person per day by delegating to people and/or AI, perform consistent and standardized operations, and scale operations with ease. It is especially applicable with form intake processes, when you do not want to lose/deleted or forget any submission.
What is process documentation software?
Process documentation software enables teams to record, store and distribute their business processes in a digitalized way. Unlike the old-school use of Word docs or a spreadsheet, modern solutions such as Tallyfy make it interactive and automatically reportable, so you can make sure everyone follows the same standards and nothing slips your radar.
Why do traditional methods of process documentation fail?
Traditional documentation makes this a little tough because it is stagnant and difficult to update, and because let us face it, nine times out of 10, it is going to be collecting dust in shared drives and subsequently, we are not going to remember it. They are hardly ever consulted, updates are made manually, and there can be no certainty: Is anybody really following the documented process? Tallyfy solves that by turning processes into things that are active and measurable - and with automatic notifications every time it is your turn to do something.
Ready to transform your workflows?
Join thousands of teams streamlining their operations with Tallyfy