Audience
Companies searching for a solution to manage and improve their operations
About Tallyfy
Tallyfy is Workflow Made Easy®. You can search everywhere – but you won’t find a more satisfying product that automates all your workflows, forms, tasks, processes, approvals and even documents. Tallyfy integrates beautifully with your existing apps. See what customers say. Tallyfy is a workflow and process management platform that lets you capture and automate every process in your company without coding, without flowcharts and without complexity. Many flowcharts, documentation tools and project management tools are pretty but ultimately – useless. Choose a task automation system that’s pretty and useful. If you want to permanently eliminate stress at work – start Tallyfying now. Capture tribal knowledge into a system. Create blueprints you can actually run – without complex flowcharts, messy documents or code. Training and automation has never been this powerful and easy.
Other Popular Alternatives & Related Software
Interfacing Integrated Management System (IMS)
Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. Organizations use IMS to model and automate processes, control documents, manage risks, and maintain regulatory compliance with full traceability and audit readiness.
Built for highly regulated sectors such as aerospace, life sciences, finance, and government, IMS provides real-time visibility, automated workflows, and AI-driven insights that improve quality and reduce operational risk. The platform is ISO 27001 certified and fully validated for 21 CFR Part 11, making it suitable for mission-critical environments requiring strong governance, security, and control. IMS also includes low-code automation, process mining, audit management, training tracking, CAPA workflows, and dashboards to help teams streamline operations and continuously improve. AI strengthens governance, improves accuracy, and reinforces regulatory control.
Learn more
CMW Platform
Low-code BPMS, helps mid-size and large companies automate, and improve business processes while staying aligned with enterprise architecture and IT policies. Business and IT teams can quickly build and adapt workflows without deep coding skills. BPM suite supports common use cases like CapEx approvals, procurement management, customer order handling, document tracking, and approval workflows. Built-in EA tools allow teams to map business capabilities, link them to processes and systems, and manage change with full traceability.
With a visual process designer, data modeling, access control, and integrations with ERP, CRM, and DMS systems, it replaces manual routines and email approvals with structured, transparent workflows. Available both in the cloud and on-premises, it ensures flexibility, compliance, and fast time-to-value for enterprise-wide automation.
Learn more
Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage.
The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows.
Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.
Learn more
onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction.
AP Automation and Vendor Payments Solutions:
Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice.
Document Management Solution:
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders.
Forms and Workflow Automation:
Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more.
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
Tallyfy
Founded: 2014
United States
tallyfy.com
Videos and Screen Captures
You Might Also Like
Zendesk: The Complete Customer Service Solution
Equip your agents with powerful AI tools and workflows that boost efficiency and elevate customer experiences across every channel.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Tallyfy Frequently Asked Questions
Tallyfy Product Features
Business Process Management
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Visual Workflow Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration
Document Management
Graphical Workflow Editor
No-Code
