Tallyfy
Tallyfy is AI-native workflow software for teams that document repeatable processes, assign steps to people or AI agents, and monitor progress in real time.
What Tallyfy is
Tallyfy is AI-native workflow software for teams that document repeatable processes, assign steps to people or AI agents, and monitor progress in real time. Its workflows support conditional logic, approvals, task dependencies, recurring work, reminders, and custom reporting. Forms capture structured information, while client-facing guest views let outside participants complete assigned steps without logging in. Tallyfy provides native integrations, a REST API, webhooks, and an AI-native MCP server for ChatGPT, Claude, Gemini, and Microsoft Copilot. Automation connections include Zapier, Microsoft Power Automate, n8n, and Make. The service states that it is SOC 2 Type II attested and GDPR compliant, runs on AWS in us-west-2, and encrypts data in transit and at rest. It supports web, macOS, Windows, Linux, and API access.
Good
- Conditional-logic workflow automation
- Guest completion without login
- Forms and structured data capture
- Native integrations, API, and webhooks
- Free SSO for every customer
Watch out
- No free plan
- No separate iOS or Android app
- Linux builds available on request
- Full Seat costs $300 per user per year
Who it suits
Tallyfy suits teams from small businesses to enterprises that need repeatable workflows, forms, approvals, and guest participation. It fits industries including manufacturing, professional services, healthcare, and financial services.
Verdict
Tallyfy combines workflow automation, process documentation, forms, approvals, and integrations in one service. Its paid plans and lack of a dedicated mobile app may matter when selecting software.
Plans and prices
From Tallyfy's own pricing page, checked 1 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Light Seat | $100 a year | Launch & Assign · Track, Approve & Complete · Reminders & Watching · Light Role Only · per user, billed annually |
| Full Seat | $300 a year | Create & Edit Templates · Launch & Assign · Track, Approve & Complete · Reminders & Watching · All Roles (Admin, Standard, Light) · per user, billed annually |
The facts
Each one read from Tallyfy's own pages, with the date it was checked.
What it does
- Audience
- Tallyfy serves teams from small businesses to large enterprises across manufacturing, professional services, healthcare, financial services, and other industries.checked 1 Oct 2026
- Automation connectors
- Available automation connections include Zapier, Microsoft Power Automate, n8n, and Make.checked 1 Oct 2026
- Desktop availability
- Published desktop installers are available for macOS and Windows; Linux builds are available on request.checked 1 Oct 2026
- Encryption and hosting
- Tallyfy runs on AWS in us-west-2 and encrypts data in transit and at rest.checked 1 Oct 2026
- Forms
- Tallyfy provides forms and structured data capture.checked 1 Oct 2026
- Guest access
- Client-facing guest views allow people to complete steps without logging in.checked 1 Oct 2026
- Integrations
- Tallyfy offers native integrations, a REST API, webhooks, and an AI-native MCP server for ChatGPT, Claude, Gemini, and Microsoft Copilot.checked 1 Oct 2026
- Mobile availability
- Tallyfy has no separate iOS or Android app because its responsive web app works on phones.checked 1 Oct 2026
- Security compliance
- Tallyfy states that it is SOC 2 Type II attested and GDPR compliant.checked 1 Oct 2026
- Single sign-on
- Free SSO is available to every customer through Active Directory, Google, Okta, OneLogin, and more.checked 1 Oct 2026
- Support
- Paid pricing includes 1:1 support, and enterprise support options include ticketing, phone, and live chat.checked 1 Oct 2026
- What it does
- Tallyfy is AI-native workflow software that lets teams document repeatable processes, assign steps to people or AI agents, and track progress in real time.checked 1 Oct 2026
- Workflow features
- Key platform features include real-time status tracking, conditional-logic workflow automation, external guest collaboration, and process optimization.checked 1 Oct 2026
The company
- Founded
- 2014checked 28 Sep 2026
- Headquarters
- 911 Washington Avenue, Suite 500, St. Louis, MO 63101, USAchecked 28 Sep 2026
Money
- Free plan
- Nochecked 19 Sep 2026
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