Description
Tallyfy is an AI-native workflow and process management software designed to streamline operations for mid-size companies. Founded by Amit Kothari, Tallyfy focuses on automating workflows by documenting processes and assigning tasks to either people or AI agents. This software allows users to track every task in real time, providing a clear view of where things stand, thus eliminating the need for status meetings.
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Tallyfy offers features such as process documentation with AI, workflow automation, multi-step task and approval routing, and conditional logic and rules. It also supports real-time process tracking, forms and data capture, client-facing views without login, and AI process generation. The platform is SOC 2 Type II compliant, ensuring high security standards.
The software integrates with various tools via REST API, webhooks, and middleware platforms like Zapier. It also supports AI integrations with ChatGPT and Claude, allowing AI to handle repetitive tasks. Tallyfy's billing model is per seat, with options for full and light seats, and it uses Recurly for card payments.
Tallyfy is particularly beneficial for businesses looking to reduce manual errors, speed up processes like onboarding, and improve team collaboration. It provides a reliable way to delegate and track tasks, ensuring accountability and efficiency. The platform is suitable for industries requiring design, approval, and implementation processes, and it supports integrations with tools like Google Drive, Dropbox, and SharePoint.
- CategoryWorkflow Automation
- Pricing ModelPer seat
- DeploymentCloud
- PlatformsWeb
Tallyfy's Core Features
AI-native workflow automation
Process documentation with AI
Multi-step task and approval routing
Conditional logic and rules
Real-time process tracking
Forms and data capture
Client-facing views (no-login)
AI process generation
SOC 2 Type II compliance
REST API and webhooks
Integration with ChatGPT and Claude
Middleware platforms like Zapier
Seat-based billing model
Free SSO with Microsoft Entra ID
GDPR compliance
How to use Tallyfy?
Document: Create a process template
Assign: Allocate tasks to people or AI
Track: Monitor task progress in real time
Integrate: Connect with other tools via API
Tallyfy's Use Cases
- Process Documentation
- Workflow Automation
- Task Management
- Client Onboarding
- Approval Routing
