Tallyfy

Name: Tallyfy
Price: 100 USD
Author: Tallyfy

Free trial APILinuxMacWebWindows

What Tallyfy is

Tallyfy is AI-native workflow software for documenting repeatable processes, assigning steps to people or AI agents, and tracking progress in real time. Teams can use conditional logic to automate workflows, collect structured information through forms, and handle approvals, task dependencies, and recurring work. Client-facing guest views let outside participants complete steps without logging in. The platform also offers process optimization and custom reporting. Integration options include native integrations, a REST API, webhooks, an MCP server for ChatGPT, Claude, Gemini, and Microsoft Copilot, plus automation connections for Zapier, Microsoft Power Automate, n8n, and Make. Tallyfy 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. Free SSO is available through providers including Active Directory, Google, Okta, and OneLogin. There is no free plan, but a 14-day trial is listed. Pricing starts at $100/user/yr. The software serves teams ranging from small businesses to large enterprises and has web, desktop, API, and Linux availability.

Who it suits

Tallyfy may suit teams that need repeatable workflows, structured intake, approvals, and guest participation. It serves organizations from small businesses to large enterprises across several industries.

What it does well

Tracks workflow status in real time
Guest views work without login
Offers forms and conditional workflow automation
Free SSO is available to every customer

What to know first

No free plan
Light Seat costs $100 per user per year
No separate iOS or Android app

Limits

There is no free plan. Light Seat includes launching and assigning work, tracking, approvals, completion, reminders, and watching with the Light role; creating and editing templates and all roles require Full Seat at $300 per user per year.

Plans

Plan	Billed and limits	Price
Light Seat	per user, billed annually · Launch & Assign · Track, Approve & Complete · Reminders & Watching · Light Role Only	$100 a year
Full Seat	per user, billed annually · Create & Edit Templates · Launch & Assign · Track, Approve & Complete · Reminders & Watching · All Roles (Admin, Standard, Light)	$300 a year

As tallyfy.com lists them, read 1 Oct 2026. The maker's own page has the final word.

Getting started

Open the Tallyfy website
Start the 14-day trial
Choose Light Seat or Full Seat access
Create or use workflow templates
Connect integrations, APIs, webhooks, or automation tools
Enable SSO through a supported provider

Verdict

Tallyfy combines workflow assignment, automation, forms, guest access, and integrations for teams of varied sizes. Its 14-day trial is available without a free plan; Light Seat is $100 per user per year and Full Seat is $300 per user per year.

Questions

How much does Tallyfy cost?

Pricing starts at $100 per user per year, billed annually, and includes a 14-day trial.

What is included in Light Seat?

Light Seat costs $100 per user per year and includes launching and assigning, tracking, approvals, completion, reminders, and watching with the Light role.

What does Full Seat add?

Full Seat costs $300 per user per year and includes creating and editing templates plus Admin, Standard, and Light roles.

Which platforms are supported?

Tallyfy supports web, API, Linux, macOS, and Windows. Its responsive web app works on phones; macOS and Windows installers are published, while Linux builds are available on request.

Can outside guests use workflows?

Yes. Client-facing guest views let people complete steps without logging in.

Does Tallyfy offer SSO and integrations?

Yes. Free SSO is available through Active Directory, Google, Okta, OneLogin, and more. Integrations include native connections, a REST API, webhooks, an MCP server, Zapier, Microsoft Power Automate, n8n, and Make.

Facts from Tallyfy's own pages

Audience: Tallyfy serves teams from small businesses to large enterprises across manufacturing, professional services, healthcare, financial services, and other industries. · tallyfy.com, 1 Oct 2026
Automation connectors: Available automation connections include Zapier, Microsoft Power Automate, n8n, and Make. · tallyfy.com, 1 Oct 2026
Desktop availability: Published desktop installers are available for macOS and Windows; Linux builds are available on request. · tallyfy.com, 1 Oct 2026
Encryption and hosting: Tallyfy runs on AWS in us-west-2 and encrypts data in transit and at rest. · tallyfy.com, 1 Oct 2026
Forms: Tallyfy provides forms and structured data capture. · tallyfy.com, 1 Oct 2026
Founded: 2014 · tallyfy.com, 28 Sept 2026
Free plan: No · tallyfy.com, 19 Sept 2026
Guest access: Client-facing guest views allow people to complete steps without logging in. · tallyfy.com, 1 Oct 2026
Headquarters: 911 Washington Avenue, Suite 500, St. Louis, MO 63101, USA · tallyfy.com, 28 Sept 2026
Integrations: Tallyfy offers native integrations, a REST API, webhooks, and an AI-native MCP server for ChatGPT, Claude, Gemini, and Microsoft Copilot. · tallyfy.com, 1 Oct 2026
Mobile availability: Tallyfy has no separate iOS or Android app because its responsive web app works on phones. · tallyfy.com, 1 Oct 2026
Security compliance: Tallyfy states that it is SOC 2 Type II attested and GDPR compliant. · tallyfy.com, 1 Oct 2026
Single sign-on: Free SSO is available to every customer through Active Directory, Google, Okta, OneLogin, and more. · tallyfy.com, 1 Oct 2026
Support: Paid pricing includes 1:1 support, and enterprise support options include ticketing, phone, and live chat. · tallyfy.com, 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. · tallyfy.com, 1 Oct 2026
Workflow features: Key platform features include real-time status tracking, conditional-logic workflow automation, external guest collaboration, and process optimization. · tallyfy.com, 1 Oct 2026