--- title: Tallyfy Reviews meta_title: 'Tallyfy Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Tallyfy works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 6 scale: '5' date_modified: '2026-09-28' parent_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # Tallyfy Reviews **Vendor:** Tallyfy **Category:** [Workflow Management Software](https://www.g2.com/categories/workflow-management) **Average Rating:** 4.9/5.0 **Total Reviews:** 6 ## About Tallyfy Tallyfy eliminates chaos from your business processes. It's beautiful workflow software that turns your daily tasks and approvals into automated, repeatable processes – freeing up your time. Customers use Tallyfy to track any repeatable process. We can also help you run client-facing workflows - where your client needs to track a process (for a conflict-free experience) and also complete actions at their end with automated reminders to all. ## Tallyfy Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users appreciate the **automation capabilities** of Tallyfy, streamlining workflows and boosting overall organizational efficiency. (1 reviews) - Users appreciate the **easy documentation and tracking** capabilities of Tallyfy, enhancing onboarding efficiency and consistency. (1 reviews) - Users value the **ease of use** of Tallyfy, which simplifies task documentation and enhances the onboarding process. (1 reviews) - Users value the **easy setup** of Tallyfy, enhancing task tracking and streamlining the onboarding process effectively. (1 reviews) - Users value Tallyfy for its ability to **enhance efficiency** by digitizing workflows and minimizing manual tasks. (1 reviews) - Setup Ease (1 reviews) - Task Management (1 reviews) - Task Tracking (1 reviews) - Tracking Ease (1 reviews) - Workflow Efficiency (1 reviews) **What users dislike:** - Users face **limited customization** with Tallyfy, restricting their ability to tailor the application to their needs. (1 reviews) - Users find Tallyfy's **overwhelming features** cumbersome, with many functions they will never utilize. (1 reviews) - Users report **performance issues** with Tallyfy, affecting efficiency and causing frustration during use. (1 reviews) - Users experience **slow performance** while using Tallyfy, which affects their overall productivity and satisfaction. (1 reviews) ## Tallyfy Reviews ### 1. Extremely User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly S. | medical biller, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 12, 2024 **What do you like best about Tallyfy?** I love how easy it is to document and track different tasks. Also makes onboarding more streamline and uniformed. **What do you dislike about Tallyfy?** It has a lot of different functions some of which we will never use. **What problems is Tallyfy solving and how is that benefiting you?** We are able to track tasks and store onboarding info securely and efficiently. Tallyfy also helps us create useful reports to help us keep up with workflow management. ### 2. Tallyfy Review **Rating:** 4.5/5.0 stars **Reviewed by:** Shrikrishna k. | Qaulity Assurance Engineer, Information Technology and Services, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 17, 2025 **What do you like best about Tallyfy?** Tallyfy enables organizations to digitize workflows, reducing manual tasks and enhancing efficiency **What do you dislike about Tallyfy?** There will be performance issues while using the Tallyfy application. There are some limitations to the customisation **What problems is Tallyfy solving and how is that benefiting you?** Tallyfy we are used to reduce time of the organization, We can used the tallyfy for organization workflow management. ### 3. Responsive to organizational needs **Rating:** 5.0/5.0 stars **Reviewed by:** Justin A. | Client Analyst, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** October 18, 2023 **What do you like best about Tallyfy?** The TallyFy staff are incredibly responsive when unanticipated needs arise. They closely listen to our suggestions and improve the product based on those comments. The interface for us and our clients is simple, clean and clear with high levels of integration and customization. **What do you dislike about Tallyfy?** With the product being constantly improved and developed, not all the features we want are available...yet! **What problems is Tallyfy solving and how is that benefiting you?** TallyFy is making it easier to track our onboarding process and discover choke points while eliminating the aspects that fall through the cracks. ### 4. Great Product and Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** May 12, 2023 **What do you like best about Tallyfy?** Great product to not only create systems and processes but also to push your customers to give you the information/documents needed. It's also simple and actually fun to use. It gives the user satisfying completion noises and strike thrus. My clients have been happy using Tallyfy. Their service is top notch! They always respond in a timely manner. Systems are supposed to make your job easier. However, some systems actually get you bogged in to too many unnecessary details and actually end up causing you to be less efficient. I think Tallyfy has successfully struck that balance. **What do you dislike about Tallyfy?** Just a very minor gripe. Although I'm sure many users like this feature, I wish the user had the ability to disable AI suggestions when creating work flows as not everybody uses them and they can be a bit distracting. **What problems is Tallyfy solving and how is that benefiting you?** They always respond in a timely fashion to all my questions and suggestions. I had mentioned my minor gripe on how I thought AI suggestions were distracting and they immediately said they would look into it. ### 5. a great app to place all your processes in the one place **Rating:** 5.0/5.0 stars **Reviewed by:** James S. | Morally Corrupt Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 23, 2022 **What do you like best about Tallyfy?** a single place to keep business processes - with an easy to use checklist when going through them - great for documenting steps **What do you dislike about Tallyfy?** You do need to set aside a lot of time to create a new process- depending how many steps there are - the time saved later does make this worthwhile **What problems is Tallyfy solving and how is that benefiting you?** Keeps track of internal steps and processes ### 6. Tallyfy makes managing and optimizing processes a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Drew H. | Lead Software Engineer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** November 13, 2018 **What do you like best about Tallyfy?** I love that Tallyfy lets me map out complex processes into simple, actionable, repeatable steps, then quickly deploy a new process and ensure no steps are missed, while being able to assign steps of the process to different people. **What do you dislike about Tallyfy?** There's not much to dislike, I thoroughly enjoy using it. I do wish I could save blueprints in folders, but tagging works well enough. **Recommendations to others considering Tallyfy:** Try it out and see if it doesn't make your work easier and more organized, process blueprints are a key way of building systems and processes that can be scaled, which is important when it comes to growing. **What problems is Tallyfy solving and how is that benefiting you?** I'm able to ensure I never miss any steps when I'm working through a campaign for myself or a client, and I'm able to delegate tasks to others as necessary. ## Tallyfy Discussions - [What is Tallyfy used for?](https://www.g2.com/discussions/what-is-tallyfy-used-for) - [View Tallyfy pricing details and edition comparison](https://www.g2.com/products/tallyfy/reviews?section=pricing&secure%5Bexpires_at%5D=2026-10-03+10%3A06%3A15+-0500&secure%5Bsession_id%5D=47c36c32-ffce-4bd0-89a7-90fe4f6fc5f7&secure%5Btoken%5D=7c3c7f395b0f3809129913f4f4bb50bb6d66dd4e31961662365123907c0d446a&format=llm_user) ## Tallyfy Features **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Onboarding Setup** - Workflows - Templates - Checklists **Management** - Updates - Audit Trail - Integration **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Generative AI** - AI Text Generation - Generative AI **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard ## Top Tallyfy Alternatives - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews) - [Process Street](https://www.g2.com/products/process-street/reviews) - 4.6/5.0 (451 reviews) - [Kissflow](https://www.g2.com/products/kissflow/reviews) - 4.3/5.0 (559 reviews)