Tallyfy Review, Pricing & Features

Tallyfy turns SOPs and checklists into trackable workflows. See pricing plans, key features, pros, cons, and frequently asked questions.

Category
No-Code
Pricing
subscription, from $10/month per Light seat
Verified
Not yet
Last updated
July 19, 2026
Founded
2015
Headquarters
St. Louis, Missouri, United States
Web AppiOSFree TrialAndroidAPIAI

What Is Tallyfy

Tallyfy is a business process and workflow management platform that helps organizations turn documented procedures and checklists into live, trackable workflows. Rather than relying on static documents or spreadsheets to describe how a process should run, teams build a Tallyfy template once and then launch it repeatedly as a tracked workflow with assigned tasks, deadlines, and approvals.

The company was founded around 2015 by Amit Kothari and is headquartered in St. Louis, Missouri. It has grown as a bootstrapped or lightly funded, profitable business rather than a heavily venture-backed startup, and operates as a fully remote, globally distributed team.

Key Features

Tallyfy's core building block is the process template, which defines the steps, assignees, deadlines, and conditional logic for a recurring workflow such as employee onboarding, vendor approval, or client intake. Once launched, each run of a template becomes a trackable workflow instance with reminders, watchers, and progress visibility for managers.

The platform supports guest task participation so people outside the organization, such as clients or vendors, can complete steps without needing a full account, along with single sign-on, role-based access (Admin, Standard, and Light roles), and Tallyfy AI to help generate and refine process documentation and templates.

Pricing

Tallyfy prices by seat rather than by workflow or task volume. A Full Seat, which can create and edit templates as well as launch and complete workflows, costs $25 per month billed annually or $30 per month billed monthly.

A Light Seat, intended for users who mainly complete assigned tasks rather than build new process templates, costs $8.33 per month billed annually or $10 per month billed monthly. An optional Data Feed analytics add-on is available for $20 per seat per year on annual plans, and all plans include free SSO, unlimited guest access, and a 14-day free trial.

Key Features

Pros & Cons

Pros

  • Seat-based pricing with a cheaper Light Seat option keeps costs down for task-only participants
  • Guest access lets external parties participate without needing paid accounts
  • Free SSO is included on all plans rather than gated to enterprise tiers
  • No-code template builder is approachable for non-technical process owners
  • Company emphasizes long-term stability and profitability over rapid, VC-driven growth

Cons

  • Annual plans require a non-cancellable 12-month commitment
  • Data Feed analytics is a paid add-on rather than included by default
  • Less name recognition than larger workflow platforms like Monday.com or Process Street
  • Seat-based pricing can add up for organizations with many occasional participants
  • Deeper enterprise integrations may require higher-tier discussion with sales

Pricing

Frequently Asked Questions

What does Tallyfy do?

Tallyfy converts manual checklists and standard operating procedures into trackable, repeatable digital workflows with task assignments, reminders, and approvals.

How is Tallyfy priced?

Tallyfy uses seat-based pricing with a Full Seat at $25 per month (annual billing) for template builders and a cheaper Light Seat at $8.33 per month (annual billing) for task participants.

Does Tallyfy have a free trial?

Yes, Tallyfy offers a 14-day free trial on its plans.

Can external users use Tallyfy?

Yes, Tallyfy supports unlimited guest access so people outside your organization can complete assigned tasks without a paid account.

Who founded Tallyfy?

Tallyfy was founded by Amit Kothari and is headquartered in St. Louis, Missouri.

Is Tallyfy good for onboarding processes?

Yes, employee onboarding and client intake are among Tallyfy's most common use cases due to its repeatable template and task-tracking model.

Does Tallyfy include AI features?

Yes, Tallyfy includes Tallyfy AI, which helps draft and refine workflow templates and process documentation.

What is the difference between a Full Seat and a Light Seat in Tallyfy?

A Full Seat can create and edit templates plus launch and manage workflows, while a Light Seat is limited to completing and tracking assigned tasks at a lower price.

Comparisons

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