Updated June 19, 2026
Tallyfy helps teams turn repeatable SOPs into assigned work with owners, deadlines, approvals, reminders, and guest steps. It is useful when a process keeps getting lost in email or spreadsheets.
Skip it if you only need a document library or a simple checklist app. Before rollout, test one real process end to end: intake, assignments, guest access, reminders, handoffs, status reporting, and how managers review bottlenecks.
Tallyfy is process management and workflow software for documenting recurring processes, launching trackable tasks, assigning work, monitoring progress, and reducing status-chasing. It is aimed at teams that want repeatable process visibility without a heavyweight BPM rollout.
The product can be useful for small and mid-size teams turning standard operating procedures into live workflows. public reviews is small, so users should validate performance, customization, and team adoption during the trial.
| Feature | What it does | Best plan fit |
|---|---|---|
| Templates | Defines repeatable processes and SOP-style workflows. | Full Seat |
| Launch and assign | Starts workflows, assigns tasks, and tracks progress. | Full Seat |
| Task completion | Lets lighter users complete assigned tasks. | Light Seat |
| Approvals | Supports approval steps and process checkpoints. | Full Seat |
| Guests | Includes outside participants without guest seat friction. | Included |
| Data Feed add-on | Adds feed functionality for an extra annual per-seat fee. | Add-on |
Convert a checklist into a template, assign steps to owners, track due dates, and watch stalled tasks before they become missed handoffs.
Full Seats for template owners; Light Seats for people who mainly complete assigned tasks.
Coordinate internal work and customer-facing guest tasks so everyone can see what is waiting, approved, or overdue.
Full Seats plus included guests; test external participant experience during trial.
Use approvals, task history, and live status to show that required steps were assigned and completed.
Full Seats; check whether Data Feed is needed for BI or audit reporting.
Use API/webhooks, SSO, and data feed options to fit workflow execution into identity, reporting, or automation processes.
Plan for technical setup and add-on cost where required.
| Plan | Price | Best for | Trial / notes |
|---|---|---|---|
| Full Seat | $30/month or $300/year | Create/edit templates, launch/assign, track/approve/complete, all roles | 14-day trial available. |
| Light Seat | $10/month or $100/year | Light role only; task-completion-focused users | Minimum 1 seat. |
| Data Feed add-on | +$20/seat/year | Annual-billing add-on | Free SSO and unlimited guests included. |
Source: Official pricing page.
Tallyfy publishes Full Seat and Light Seat pricing, includes a 14-day trial, and lists unlimited guests and free SSO.
Tallyfy is not just a checklist tool, but integration expectations should be checked carefully. Its official materials highlight API and webhooks, SSO, Data Feed, guest access, and AI/MCP-related options, while SSO references providers such as Okta, Azure AD, and Google Workspace. Users should validate whether they need real-time push/pull, BI export, identity control, or custom automation before moving critical processes into it.
Use the 14-day trial for one process with real owners, due dates, guest steps, and at least one approval. Convert the existing SOP into a template, launch it with a small team, and track where users leave Tallyfy to ask questions in chat or email. Price the real mix of Full Seats, Light Seats, Data Feed, and term length before expanding beyond the pilot.
Yes. Tallyfy lists a 14-day trial.
Official pricing lists Light Seat at $10/month or $100/year and Full Seat at $30/month or $300/year.
Tallyfy states that unlimited guests are included.
Tallyfy is best for teams that want recurring processes, SOPs, and task handoffs to become visible and trackable.
