Tallyfy review
A low-cost workflow engine for structured approvals, routing, and recurring processes.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Tallyfy pros and cons
- 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
Tallyfy fact sheet, pricing and score →
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