The easiest way to track progress in your team

“Tallyfy is a reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and helped our team focus on delivering a service within deadlines. Thank you for making my life as a business owner much easier!”

– Karen Finnin / Online Physio

Start automating workflows now with your free 14-day trial of Tallyfy


Tallyfy Basic lets you bring all your know-how, playbooks, processes, SOP’s and forms into one system. Get organized. Track progress. Stop worrying about the details.

Explain it once

Capture tribal knowledge into a system. Gather details about every playbook and procedure, without the mess of flowcharts and documents. Training and onboarding has never been this powerful and easy.

Track progress

Instantly turn your approval workflows, procedures and forms into trackable processes. Anyone can see the status of any request or task, anywhere, anytime. Stop all those wasted emails, chats and meetings.

Why is Tallyfy better than project or task management software?


You re-invent the wheel – every time.

Great for grocery lists. Terrible for operations.


You do it perfectly – every time.

Beat your competitors with robust features.

Treat everything like it’s never been done before.

Use a blueprint to rinse-and-repeat work.

Information comes back in random formats.

Information is cleanly structured in form fields.

Even if a task is not applicable – you mark it done.

Entirely eliminate tasks with simple automation.

“Let’s do this better next time!” – it never happens.

Edit your blueprint – instantly improve “next time”.

Nothing is done consistently or predictably.

See the status of every process clearly. Relax.

Project Management

1Designed for repeatable processes, services, and operations.

2Capture structured info from forms & approvals.

3Automatically route to the right person at the right time.

4Automate decisions from information, deadlines or outcomes.

5Structure collaboration on a specific process that’s going on.

6Provide status & insight over routine operations

Which process will you run?


  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA


  • High touch client onboarding
  • Structure feedback to R&D
  • Playbooks to triage FAQ's


  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding


  • Self-service orientation
  • Structure talent requests
  • Promotion requests


  • Structure incoming issues
  • Product quality assurance cycles
  • Product release processes


  • Triage tickets to playbooks
  • Merge DevOps to everyone
  • Asset re-assignment


  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations


  • Structure and deliver audits
  • Train AI with human-in-the-loop
  • Request to BI to Insights


  • Make SOP's useful
  • Crowdsource know-how
  • Deliver "one source of truth"

Tallyfy pays for itself – many times over

Tallyfy costs less than a few cups of coffee per person, per month. People time can cost $44 per person, per hour. If you want to save a penny, you might lose a dollar.

Busywork per person

1 hour



$ wasted per day


Future-proof your operations

Tallyfy is the only platform that takes you from capturing knowledge to automating workflows

… and it integrates nicely 🙂

Next steps for you

Start automating workflows now with your free 14-day trial of Tallyfy