What Tallyfy does

Tallyfy is a private, bootstrapped SaaS company headquartered in St. Louis, Missouri (Delaware-incorporated), founded in 2012 by CEO Amit Kothari and COO Pravina Pindoria. It provides an AI-powered workflow and process management platform that enables organizations to document recurring business processes once and then orchestrate execution across people, AI agents, and third-party applications in a unified, auditable system. The platform's product surface spans workflow documentation (SOPs), task assignment and approvals, forms, real-time live status tracking, conditional automations, guest access for external collaborators without login, and an open REST API with webhooks. A dedicated Tallyfy AI module provides generative drafting of process steps, autonomous AI-agent execution of workflow steps with human-in-the-loop approvals, and a Model Context Protocol (MCP) server for AI ecosystem interoperability, with explicit integrations to ChatGPT, Claude, and computer-use AI agents.

The company maintains an unusually broad compliance posture for its size, attesting to SOC 2 Type II, GDPR, CCPA, PIPEDA, Brazil's LGPD, South Africa's POPIA, India's Digital Personal Data Protection Act 2023, HIPAA, and FDA 21 CFR Part 11. Its go-to-market combines product-led growth — a 14-day free trial without a credit card, self-serve signup via email or SSO, and free acquisition tools (the National Holidays API covering 201 countries and the Process Documentation AI tool) — with a consultative enterprise sales motion through demo booking. Pricing ranges from $5/month at the low end to $25,000/year for enterprise tiers, with nonprofit discounts available.

Tallyfy serves more than 10,000 teams globally across SMB, mid-market, enterprise, and government customers spanning financial services, healthcare, construction, marketing, education, design, transportation, and professional services. The company reached $2.8M in ARR by 2024 without external venture capital or private equity funding, indicating a founder-controlled, self-sustaining operating model. Recognition includes the FeaturedCustomers Rising Star designation in BPM Software (Winter 2026) and inclusion in safetyculture's 2026 Best Enterprise Workflow Software list, alongside larger incumbents such as Nintex, Kissflow, Pipefy, and ProcessMaker.

Name

Tallyfy

Legal name

Tallyfy, Inc.

Website

https://tallyfy.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Tallyfy is an AI-powered workflow and process management platform enabling organizations to document recurring processes once and orchestrate execution across people, AI agents, and applications. It serves over 10,000 teams globally with subscription SaaS pricing.

Ownership category

akta.pro rank

Product category

Workflow Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)

akta.pro secondary industry

Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF)

Keywords

• Workflow management software
• Process automation platform
• AI workflow orchestration
• Business process management
• Approval workflow software

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription: Subscription-based SaaS model with per-seat or tiered pricing. Offers free trial period and various pricing tiers including nonprofit discounts. Revenue generated through monthly or annual subscription fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Tallyfy is AI-powered workflow and process management software that lets organizations document recurring business processes once and then route steps to people, AI agents, or applications in a single auditable system. The platform provides real-time task tracking, conditional automations, form-based data capture, guest access for external collaborators, and integrates with SSO, REST APIs, webhooks, ChatGPT, Claude, and computer-use AI agents.

Product overview

Tallyfy is an AI-powered workflow and process management platform consisting of a core product and multiple integrated modules. The main Tallyfy platform (AI Workflow & Process Management Software) serves as the unified system where users document workflows once and execute them via people, AI agents, or apps. Supporting modules include Tasks & Approvals for task tracking, Forms for data collection, Live Status for real-time visibility, Automations for conditional logic, Guest Access for external collaboration, and Workflow Documentation for SOPs. Tallyfy AI is a dedicated AI module powering generative content creation and autonomous agent execution. Tallyfy Vault (upcoming) handles credential management. Additional offerings include the free National Holidays API and Process Documentation AI tool.

Differentiator

Problem solved

Functional benefit

Brands

• Tallyfy: AI Workflow & Process Management Software - core product brand for the company's workflow automation platform.

Products and services

• Tallyfy AI Workflow and Process Management Software that enables teams to document workflows once, assign steps to people or AI agents, and track every task in real time. Supports human, AI, and app-based task execution with live status tracking, conditional automations, forms, and guest access.
• Tallyfy AI AI module that turns repeatable jobs into clear processes using generative AI, drafts procedure steps and emails, and enables autonomous AI agents to execute workflow tasks with human oversight. Includes Control AI governance, MCP server integration, and ChatGPT/Claude connectivity.
• National Holidays API Free public holiday data API covering 201 countries with 5 years of data (2026-2030). No API key required, used to auto-calculate and shift deadlines based on regional public holidays.
• Process Documentation AI Free AI-powered SOP and workflow generator tool. Users describe a business process in plain English and receive a Word document with steps, role assignments, deadline guidance, and Tallyfy automation ideas. No sign-up required.

Quantifiable outcome

• Monthly client campaigns reduced from 2 days to a few hours
• +2 more outcomes

Named customers8 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability5 records

Feature7 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• ProcessMaker: ProcessMaker is a low-code BPM and workflow automation platform that lets organizations design, automate, and monitor business processes. It directly competes with Tallyfy in process documentation, approvals, and workflow orchestration for mid-market and enterprise buyers.
• Pipefy: Pipefy is a workflow automation and process management platform with strong positioning in procurement, HR, and operations. It overlaps with Tallyfy on process documentation, approvals, and cross-functional workflow orchestration.
• Nintex: Nintex is an established enterprise workflow and process automation vendor offering process mapping, automation, and document generation. It is a like-for-like BPM competitor to Tallyfy, particularly in regulated industries.
• Kissflow: Kissflow is a no-code workflow and process management platform targeting operations teams with case management, approvals, and project workflows. It competes head-to-head with Tallyfy in horizontal BPM and process automation for SMB through enterprise.

Broad incumbents

• monday.com: monday.com is a broad work management platform with workflow automation, approvals, and project tracking. It competes with Tallyfy especially in horizontal collaboration and process automation for mid-market customers.
• ServiceNow: ServiceNow is the dominant enterprise workflow and service management platform. While aimed at much larger deployments, its Workflow Studio and HR Service Delivery overlap with Tallyfy's enterprise BPM positioning.
• ClickUp: ClickUp is an all-in-one productivity platform offering tasks, docs, goals, and workflow automations. Its automation features increasingly overlap with Tallyfy's SMB-to-mid-market process management use cases.
• Zoho Creator: Zoho Creator is a low-code application platform with built-in workflow automation and approvals. It competes with Tallyfy in SMB and mid-market workflow use cases, especially within the broader Zoho One bundle.

Emerging players

• n8n: n8n is an open-source workflow automation platform with strong AI-agent integration capabilities. It overlaps with Tallyfy in technical workflow automation, particularly among developer-led and AI-forward teams.
• Zapier: Zapier is a leading no-code automation platform connecting apps and automating workflows. While more integration-centric than Tallyfy's process-centric model, it increasingly overlaps in the SMB and mid-market workflow automation category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/tallyfy
• LinkedInlinkedin.com/company/tallyfy
• Facebookfacebook.com/tallyfy

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds10 records

Investors6 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tallyfy