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Enterprise Layer Intelligence
Categories/Workflow Automation/Tallyfy
Tallyfy

Tallyfy

Founded 2014

Convert standard operating procedures into live trackable processes run by people and automated agents

Pricing model

Free Trial

You can use Tallyfy to turn documented standard operating procedures and flowcharts into actionable digital workflows. The system allows you to build multi-step approval paths, assign tasks to team members or automated agents, and capture structured information with forms. You can track progress across running processes in real time and identify operational bottlenecks quickly. It also offers client-facing views that do not require external logins, prebuilt process templates for common business operations, and automated rules that route tasks based on conditional criteria.

What Tallyfy does

Create workflow templates from existing documentationAssign multi-step tasks to specific team membersCollect customer information through digital intake formsSet up conditional rules to branch workflow pathsReview pending approvals across company departmentsMonitor real-time completion status of active processesTurns written standard operating procedures into live step-by-step processesRoutes approvals and tasks using conditional branching rulesProvides guest access links for external clients without loginsConnects with AI agents via Model Context Protocol (MCP) serverCollects structured data through custom forms and fieldsTracks task completion status and workflow progress in real timeOffers prebuilt templates for onboarding, procurement, and approvals

Pricing breakdown

Pricing model: Free trial

PlanList price
Full Seat (per seat) (paid yearly)$300 / yr total
Full Seat (per seat)$30 / mo
Light Seat (per seat) (paid yearly)$100 / yr total
Light Seat (per seat)$10 / mo

Frequently asked

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Tallyfy, workflow automation, process management, standard operating procedures, SOP documentation, approval workflows, task routing, form builder, client portal, conditional logic, AI agents, MCP server, compliance tracking, onboarding workflows, operations tracking