The best alternative to Whale
Tallyfy is a far better alternative to Whale because it also lets you run and automate processes!
- Design - We invented Workflow Made Easy ®
- Far Better - Documenting alone is useless
- Pricing - Minimum purchase is 1 full member
- Support - Get expert 1:1 help free - for life

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.

Tallyfy vs. Whale
Whale

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Here's why people don't like Whale
This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.
The software is not very user-friendly[1]
When reaching out to Support with issues they only reply is, "It's clearly stated on the website". The custom ability is very minimal. Every employee can see every option and nothing can be customized. Custom services are poor and unwilling to be of assistance to a paying customer - 11–50 employees[2]
Nothing in particular that I dislike about Whale but starting from scratch with all of our SOP's was sort of overwhelming. It's very manual to install the suggestions. Once everything is installed, it's epic but it can take some time so don't wait long to do it. Start while you're creating your documentation in Whale[3]
The editor sometimes does not copy the style exactly like you had it set up in MS Word.[4]
Limited reporting and analytics capabilities. The search functionality could be more robust for finding specific procedures quickly.[5]
We tried Whale for our SOPs but found it too rigid and not flexible enough for our complex workflows. The interface feels outdated compared to modern alternatives.[6]
Just 3 simple steps to digitized workflows
Remove the adoption risk of Whale

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.
Do you know the cost of busywork?
Calculate Your Workflow Savings
These are estimated savings based on time recovered from manual workflow management. Actual results may vary.
Tallyfy does not charge for basic services
Need help? Unlike costly "professional services" for Whale - Tallyfy guarantees free 25-minute screen-sharing calls with workflow experts for life.
SCHEDULE A CALL
Integration and compliance information
Integrations
Security & Compliance
What exactly is Tallyfy and how does it differ from Whale?
While Whale focuses primarily on documenting processes, Tallyfy goes far beyond documentation by actively tracking and managing workflows in real-time. It eliminates workflow chaos by automatically monitoring every step, potentially saving around 2 hours per person daily. Unlike static documentation tools, Tallyfy ensures processes are actually followed, delegated, and improved over time.
As Warren Buffett said - "Risk comes from not knowing what you're doing."
What is Whale typically used for?
Whale is primarily a process documentation tool that lets you create and store standard operating procedures (SOPs). However, documentation alone may not guarantee that anyone will actually follow or even look at processes. Without active tracking and management, documented processes often become outdated and potentially ignored.
Why might documentation-only software like Whale not be sufficient?
Documentation is just the first small step in process improvement. The real challenges often come from questions like "What's the status of this?", "Did you complete that?", or "What's next?" - which documentation tools typically can't answer. Tallyfy addresses these by actively tracking processes in real-time, ensuring nothing falls through the cracks.
How does Tallyfy handle process improvement compared to Whale?
Tallyfy enables continuous improvement through real-time feedback and metrics. Users can easily comment on specific steps, and these suggestions go directly to process owners for review. This creates a living, breathing improvement cycle that may be missing in static documentation tools like Whale.
As Peter Drucker said - "There is nothing quite so useless as doing with great efficiency something that should not be done at all."
How might AI integration differ between Tallyfy and Whale?
Tallyfy integrates AI thoughtfully and practically, going beyond basic chatbot functionality. It can automatically migrate existing SOPs, handle file uploads, and even control your computer for self-driven automation. This practical approach to AI delivers real value, unlike potentially generic AI implementations.
Does Whale offer country-specific pricing discounts?
Unlike Tallyfy, Whale may not offer GDP-based pricing discounts. Tallyfy provides lifetime discounts based on each country's GDP per capita through our Fair Price Guarantee, making it accessible worldwide. This thoughtful approach ensures fair pricing based on local purchasing power.
Is Whale owned by venture capitalists?
Yes, Whale appears to be venture-backed, which often means pressure for rapid growth and potential pricing changes. Tallyfy maintains independence from VC funding, allowing us to focus purely on customer needs and stable, predictable pricing.
How do security standards compare between Whale and Tallyfy?
Tallyfy maintains strict compliance with BIMI and HSTS security standards, while Whale's security features may be more basic. Tallyfy also offers free Single Sign On (SSO) integration, which is typically a premium feature in other tools.
Where can I see customer reviews of Tallyfy?
You can view our customer success stories and reviews at https://tallyfy.com/customers/. These showcase real implementations and benefits across various industries.
Does Tallyfy offer free professional services?
Yes, unlike Whale, Tallyfy provides free professional services to ensure your success. To learn more about our free support and services, schedule a chat with our team.
How can I get started with Tallyfy?
Ready to see Tallyfy in action? Book a demo with our team. We'll set up a customized trial instance and show you how Tallyfy can transform your workflow management.
References and Citations
- [1] G2 Review - Whale Business Process Documentation Software, accessed February 2025. (accessed February 2025)
- [2] GetApp Review - Whale Business Process Software, accessed February 2025. (accessed February 2025)
- [3] G2 Reviews - Whale Process Documentation Platform, accessed February 2025. (accessed February 2025)
- [4] Capterra Reviews - Whale Business Software, accessed February 2025. (accessed February 2025)
- [5] Software Advice Reviews - Whale Process Documentation, accessed February 2025. (accessed February 2025)
- [6] Reddit Discussion - Business Process Software Alternatives, accessed February 2025. (accessed February 2025)
Tallyfy is a far better alternative to Whale
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DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY
This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of February 2025. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.
- No Affiliation. Tallyfy is not affiliated with, endorsed by, or sponsored by Whale.io, Inc.. "Whale" and related logos are trademarks or registered trademarks of Whale.io, Inc.; all such marks appear solely for nominative, comparative reference permitted under the Lanham Act and the doctrine of nominative fair use.
- Dynamic Information. Features, service levels, and pricing change frequently and may have changed since the compilation date. Users should verify current offerings directly with each vendor before making purchasing decisions.
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- No Warranties; Limitation of Liability. Tallyfy disclaims all warranties-express or implied-including accuracy, completeness, merchantability, and fitness for a particular purpose, and will not be liable for any loss or damage arising from reliance on this content.
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