Tallyfy
Tallyfy: A low-cost workflow engine for structured approvals, routing, and recurring processes. Ranked #23 of 40 in Deal Desk Software by our editors (5.8/10); pricing: 14-day trial; best for low-cost process and approval automation.
At a glance
- Editor score5.8 / 10
- Pricing14-day trial
- Best forLow-cost process and approval automation
- Free planNo
- Paid from$100/user/yr
- Founded2014 · 911 Washington Avenue, Suite 500, St. Louis, MO 63101, USA
- Facts checked19 Sep 2026
Where it wins
- Approval steps, conditional routing, forms, and recurring workflows
- REST API, webhooks, and custom BI integrations
- Starts at $100 per user annually with a 14-day free trial
Where it doesn't
- No free plan is available
- Light Seat users can only complete assigned tasks
- Full Seat costs $300 per user annually
Our verdict on Tallyfy
Tallyfy is workflow management software for teams that need to document, launch, assign, and monitor repeatable processes. For deal desk teams, its approval steps, conditional routing, structured forms, deadlines, and real-time progress tracking can support defined internal processes without requiring a broad suite of unrelated capabilities. It is available through the web and API, and the vendor positions it for organizations ranging from small businesses to enterprises.
Pricing is divided into two annual seat types. Light Seat costs $100 per user per year and allows users to complete assigned tasks. Full Seat costs $300 per user per year and adds template creation and editing, workflow launching and assignment, task tracking, approvals, completion, and Administrator and Standard roles. A 14-day free trial provides a way to review the workflow model before committing, while the paid structure keeps the entry price focused on task participants rather than full creators.
Tallyfy’s strongest fit is process-heavy approval work that benefits from conditional logic, kick-off forms, recurring schedules, dependent deadline rules, guest access without login, and live progress tracking. Its REST API and webhooks extend the platform, while Tableau, Power BI, Looker, Google Workspace, Microsoft Entra ID, Okta, OneLogin, Google Drive, Dropbox, SharePoint, and Box support broader ecosystem connections. AI-assisted workflow features are also available. Choose Tallyfy when repeatable approvals and routing are the priority; consider another option if users need unrestricted creation and administration at the lowest seat tier or a dedicated deal desk feature set.
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Tallyfy pricing
All 2 Tallyfy plans and prices →
Tallyfy fact sheet
| Free plan | No |
|---|---|
| Paid from | $100/user/yr |
| Approval workflows | Yes |
| Discount controls | Not verified |
| Pricing guidance | Not verified |
| Approval levels | Not verified |
| CRM synchronization | Not verified |
| Approval audit trail | Not verified |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Integrations | 13 integrations: Tableau, Power BI, Looker, Microsoft Entra ID, Google Workspace, Okta … |
| Pricing | 14-day trial (source) |
| Website | tallyfy.com |
| Facts checked | 19 Sep 2026 |
Tallyfy integrations
Tallyfy lists 13 integrations on its own site.
- Tableau
- Power BI
- Looker
- Microsoft Entra ID
- Google Workspace
- Okta
- OneLogin
- ChatGPT
- Claude
- Google Drive
- Dropbox
- SharePoint
- Box
Alternatives to Tallyfy
- RevOpsA capable free deal desk for small teams, with paid tiers for broader control.8.8
- SugerA strong fit for teams managing private offers across major cloud marketplaces.7.9
- AirstrideA free partner-focused deal desk with strong approvals, guardrails, and integrations.7.9
See all Tallyfy alternatives →
Also Ranked In
Tallyfy is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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