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Tallyfy
AI-powered workflow automation for streamlined business operations

Tallyfy
Paid
From 5$

Home: https://tallyfy.com

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What is Tallyfy?

Tallyfy provides an AI-powered workflow automation platform that enables businesses to digitize, streamline, and optimize their operational processes. By combining people and artificial intelligence, the system automates repetitive tasks, manages approvals, and ensures accountability with real-time tracking and intelligent reminders. The intuitive platform allows users to document procedures, auto-generate templates, and convert existing documents, reducing manual busywork and enabling teams to reclaim significant time each day.

Designed for both simplicity and robust capabilities, Tallyfy supports a wide range of operational needs, from onboarding and content approval to compliance and sales proposals. Embedded AI features assist in capturing process details, automating decision logic, and providing actionable insights. The system is secure, scalable, and suitable for enterprises seeking to enhance efficiency, collaboration, and compliance in a digital-first environment.

Features

  • AI Template Generation: Automatically create or convert templates using artificial intelligence.
  • Real-Time Tracking: Monitor the status of all workflows and tasks instantly.
  • Automated Reminders: Reduce busywork with automated reminders and notifications.
  • Role-Based Access: Customize permissions and roles for users and guests.
  • Process Automation: Use point-and-click 'if this then that' automation logic.
  • Data Collection: Structure and collect data directly through process workflows.
  • Approval Management: Streamline multi-step approval processes with AI and people.
  • Integration & Security: Secure REST API, SSO, SOC 2 Type II compliance, and multiple connectors.
  • Language Support: Multiple UI and content languages with real-time translation.

Use Cases

  • Streamlining employee onboarding processes
  • Automating client onboarding and approvals
  • Managing purchase requests and sales proposals
  • Coordinating content review and document approval workflows
  • Tracking and improving recurring business procedures
  • Ensuring compliance and maintaining audit trails
  • Facilitating multi-department collaboration on operational tasks
  • Reducing manual tracking and follow-ups for operational tasks

FAQs

  • What roles are available in Tallyfy?
    Tallyfy offers Light and Full roles for members. Full roles include Standard and Administrator levels, while Light members have limited editing and template-creation abilities.
  • How does Tallyfy handle member billing changes?
    Billing is dynamically adjusted in real time. Role changes trigger immediate credits or charges, and unused time is credited back to your account when downgrading.
  • Is Single Sign On (SSO) included for free?
    Yes, SSO configuration is provided free of charge, with support for a variety of identity providers.
  • Can Tallyfy be integrated with analytics platforms?
    Yes, Tallyfy offers a Data Feed feature to stream workflow data to your BI or analytics platform for enhanced reporting and analysis.
  • Does Tallyfy offer non-profit discounts?
    Yes, non-profit organizations can qualify for lifetime discounts based on country GDP-per-capita through the Fair Price Guarantee program.

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