Best Tallyfy Alternatives 2026: Top Workflow & Process Management Tools

So you're hunting for a different workflow management software option than Tallyfy? You're definitely not alone. While Tallyfy has some solid process automation features, a lot of organizations find themselves exploring Tallyfy alternatives because of sluggish performance, limited customization, or pricing that just doesn't work for their situation.

This guide covers the top Tallyfy alternatives for 2026, with a breakdown of features, pricing, and use cases to help you find the workflow automation tool that actually fits how your team works.

Top Tallyfy Alternatives at a Glance

Tool	Best For	Starting Price	Free Plan
Glitter AI	Process documentation & visual guides	$16/month (billed annually)	Yes (10 guides)
Process Street	Workflow checklists & automation	$100/month (5 users)	Yes (limited)
SweetProcess	SOP documentation & training	$99/month (up to 20 users)	14-day trial
Monday.com	Project & workflow management	$12/user/month	Yes (2 users)
Kissflow	No-code workflow automation	$1,500/month (50 users)	Demo available
ClickUp	All-in-one productivity	Free - $19/user/month	Yes

Why Look for Tallyfy Alternatives?

Tallyfy is a capable business process management tool that helps teams streamline workflows and reduce manual tasks. It has some genuinely useful features, including unlimited guest access for clients and vendors, plus a somewhat unusual "Bring Your Own AI" integration that lets you plug in your own ChatGPT Plus or Claude Pro subscription directly into workflows. The platform holds SOC 2 Type 2 certification and is GDPR compliant, with free SSO on all plans (something a lot of competitors only offer at enterprise pricing).

Still, Tallyfy has its share of limitations. Here's what typically pushes teams to start looking at Tallyfy competitors:

Performance Issues

Quite a few users mention slow performance and lag when dealing with complex processes. One user put it this way: "The software can be a bit laggy because of a lot of data." Those slowdowns can really hurt productivity, especially when you're trying to manage multiple workflows simultaneously. Several 2025 reviews confirm the application tends to get "laggy" or slow when handling large datasets or complicated dashboards.

Customization Limitations

Tallyfy's dashboard customization options are pretty limited, which can make it frustrating to set up the interface the way your team actually needs it. Users have noted, "Customization of the user dashboard is limited." You can't always choose which tools appear on your dashboard, and that rigidity can get in the way. Some users also have trouble locating specific templates or steps in larger libraries: "Sometimes, I forget the template name where specific step is located."

Missing Pre-built Templates

Unlike many Tallyfy competitors, the platform doesn't come with pre-made templates for common business processes like employee onboarding or client intake. That means teams build everything from scratch, which eats up time during initial setup.

Basic Reporting Capabilities

The reporting and analytics features are fairly limited. Getting deeper insights requires exporting data to business intelligence tools like Tableau or PowerBI through a paid add-on ($20 per member/year), rather than being available directly in the dashboard. This can make it harder to analyze process performance or identify bottlenecks without spending extra.

Internet Dependency

Tallyfy requires a stable internet connection to function properly. If your network connection is unreliable, workflow entry and automated activities can suffer, making the tool problematic in locations with spotty connectivity.

Notification Overload

Users frequently mention feeling overwhelmed by notifications, which makes it harder to focus on what actually needs attention and can hurt productivity.

Pricing Concerns

Tallyfy's pricing comes with mandatory seat minimums that can significantly increase costs for smaller teams. The "Light Members" plan runs $10/member/month (or $8.33/month billed annually) but requires a minimum of 10 members ($100/month minimum), while the "Full Members" plan costs $30/member/month ($25/month annual) with a minimum of 4 members ($120/month minimum). As one user mentioned, "We are currently using Tallyfy which is a great tool but it's too expensive for our usage." For small teams of 2-3 people, this means paying for seats they don't use, effectively doubling or tripling their actual per-user costs. Depending on your needs, alternatives with different pricing models might be a better fit.

Development Freeze

As of late 2025, Tallyfy has announced a "total re-design" of their UI, which has explicitly "delayed further releases on the current product." This essentially puts the platform in maintenance mode for new features until the redesign launches, which could be a concern if you're waiting on specific capabilities in the near future.

With those challenges in mind, let's look at what alternatives are available.

1. Glitter AI - Best for Visual Process Documentation

Best for: Teams that need to create visual, step-by-step guides and documentation quickly

Glitter AI takes a different approach to process management tools by focusing on visual documentation rather than workflow automation. Instead of manually building process guides, you just record yourself doing a task, and Glitter AI turns that recording into polished step-by-step documentation automatically. It's roughly 11x faster than traditional documentation methods.

Key Features

• Automatic capture: Records your screen, voice, and actions while you work (Chrome, Edge, Arc, Brave, and other Chromium browsers)
• AI-powered documentation: Converts recordings into clean guides with screenshots and descriptions
• Video-to-guide conversion: Upload any video and turn it into step-by-step instructions
• 99 language support: Create and translate documentation in almost any language
• Multiple export options: Share via link, export to PDF/Word, or embed guides anywhere
• Browser and desktop apps: Capture workflows from any application
• Sensitive data redaction: Automatically blur sensitive information (on any paid plan)

Why Choose Glitter AI Over Tallyfy?

Faster Documentation Creation: What might take hours in Tallyfy (documenting each step manually) takes minutes with Glitter AI. Run through the process once while recording, and you've got complete documentation.

Better for Training & Onboarding: Visual, screenshot-based guides tend to be more intuitive for training new employees than text-heavy process checklists.

No Performance Issues: Because Glitter AI focuses on creating documentation rather than tracking workflows in real-time, you won't run into the lag and slowdowns that some Tallyfy users complain about.

Simpler Pricing: Unlike Tallyfy's mandatory seat minimums ($100-120/month just to get started), Glitter AI charges $16-20/month per creator with no viewer fees for embedded guides. No minimum purchases, no hidden fees. For larger teams, that can mean real savings.

Strong Privacy Commitment: Glitter AI never uses your data to train AI models and is SOC 2 Type II compliant. Your documentation stays yours.

Pricing

• Free: 10 guides total (not monthly)
• Pro: $20/month or $16/month (billed annually)
• Enterprise: Starting at $8,000/year
• No viewer fees for embedded guides (only creators pay)

Ideal For

• Operations teams documenting standard processes
• Training teams creating onboarding materials
• Customer success teams building help guides
• Anyone who needs visual documentation more than workflow automation

Learn more about Glitter AI

2. Process Street - Best for Recurring Workflow Checklists

Best for: Teams that need structured, repeatable checklist-based workflows

Process Street is one of the closest Tallyfy competitors, offering similar workflow automation with a strong emphasis on checklist-based processes. It works particularly well for teams that run the same processes repeatedly, like employee onboarding, client onboarding, or quality assurance checks.

Key Features

• Unlimited workflows and tasks: Create as many processes as you need
• Conditional logic: Dynamic workflows that adjust based on inputs
• Forms builder: Collect data and trigger processes automatically
• 1,300+ integrations: Connect via Zapier to Salesforce, Slack, Google Workspace, and more
• AI-powered checklist creation: Get AI help building your checklists
• Version control and audit trails: Track changes and maintain compliance
• Approvals and permissions: Set up multi-level approval workflows

Advantages Over Tallyfy

• Better template library: Lots of pre-built templates for common processes
• More flexible automation: Up to 25,000 automation actions per month on the Pro plan vs. Tallyfy's more limited options
• Superior reporting: More detailed analytics and process insights
• More integrations: 1,300+ apps through Zapier compared to Tallyfy's smaller selection

Potential Drawbacks

• Learning curve: The interface can feel complex initially for some users
• Significant price cliff: Growing past Startup plan eligibility (15 employees or $2M revenue) triggers a jump from $100/month to potentially $415-$1,500/month for the Pro plan
• SSO tax: Single Sign-On is gated behind Enterprise, reportedly costing an additional $1,000/month on top of Pro pricing
• Mobile app issues: Users report bugs and limited offline functionality

Pricing

• Startup: $100/month - For small businesses (under 15 employees, under $2M revenue). Includes 5 team members and 100 automation actions/month
• Pro: Contact sales (historically ~$415-$1,500/month based on team size) - Unlimited workflows, 10,000 data records, priority support
• Enterprise: Custom pricing - SSO, HIPAA compliance, advanced features

Note: Process Street no longer displays public pricing on their website. Users have expressed frustration with the pricing structure: "They claim it's $20 per user per month... However, it's not actually $20 per user. Rather they force you to pay for 5 users, so it's $100 per month."

Ideal For

• Operations teams running recurring processes
• HR teams managing employee lifecycle workflows
• Compliance teams that need audit trails
• Teams requiring extensive third-party integrations

3. SweetProcess - Best for SOP Documentation & Training

Best for: Organizations focused on creating and maintaining comprehensive standard operating procedures

SweetProcess specializes in SOP documentation and knowledge management. It's a solid Tallyfy alternative if your primary goal is documenting procedures rather than automating complex workflows.

Key Features

• SOP documentation: Create detailed standard operating procedures with text, images, and videos
• Task assignment and tracking: Delegate tasks and monitor progress
• Checklist format: Display processes as easy-to-follow checklists
• Approval workflows: Route procedures through drafts and approvals
• Audit trails: Export complete activity history to Excel
• Mobile-friendly: Access and complete procedures on any device
• Active user pricing: Only pay for users who actually engage with the platform

Advantages Over Tallyfy

• Simpler interface: More straightforward and easier to pick up than Tallyfy
• Fair pricing model: You only pay for users who've logged in twice in the past two weeks
• Better for documentation: Stronger focus on building comprehensive SOPs rather than just workflow automation
• Easier template creation: More intuitive process for building and organizing procedures

Potential Drawbacks

• Fewer integrations: Limited compared to Tallyfy (mainly Zapier)
• Less workflow automation: Stronger for documentation than complex automation
• Steeper pricing for small teams: The $99/month base price may feel high for very small teams. As one reviewer put it: "If you only have a couple of users, the base price of $99/month might feel steep."
• Limited visual customization: Users report "the ability to import powerpoints does not exist" and video file size limits can be frustrating

Pricing

• Monthly: $99/month (includes 20 active members) + $5/month per additional active member
• Annual: $990/year (includes 20 active members) + $50/year per additional member (16.67% savings)
• 14-day free trial: Full access, no credit card required

Ideal For

• Manufacturing teams documenting production processes
• Franchise operations maintaining consistency across locations
• Growing businesses building their first comprehensive process library
• Teams that value simplicity over advanced automation

4. Monday.com - Best for Project & Workflow Management

Best for: Teams needing a versatile platform for both project management and workflow automation

Monday.com started life as a project management tool, but its workflow automation features make it a viable Tallyfy alternative for teams that want project tracking and process management under one roof.

Key Features

• Visual workflow boards: Kanban, Gantt, calendar, and timeline views
• Workflow automation: Up to 250,000 actions per month on the Enterprise plan
• 200+ native integrations: Connect with Slack, Google Drive, Trello, and more
• Custom dashboards: Highly customizable views and reporting
• Time tracking: Built-in time tracking for processes and projects
• Private boards: Keep sensitive workflows confidential
• Mobile apps: Full-featured iOS and Android applications

Advantages Over Tallyfy

• More visualization options: Multiple board views compared to Tallyfy's more limited interface
• Better suited for projects: Handles both workflow automation and project management well
• Stronger customization: Highly flexible board and dashboard options
• Larger integration ecosystem: 200+ native integrations vs. Tallyfy's smaller selection
• More scalable automation: Up to 250,000 automation actions on Enterprise

Potential Drawbacks

• Can be overwhelming: The feature-rich interface takes some getting used to
• Higher cost at scale: Per-user pricing adds up for larger teams
• Overkill for simple processes: Too much if you only need basic workflow management

Pricing

• Free: Up to 2 users, no automations
• Basic: $12/user/month (annual billing) - 250 automations/integrations per month
• Standard: Most popular - 250 automations/integrations per month, timeline views
• Pro: $19/user/month (annual) - 25,000 automations/integrations, time tracking, private boards
• Enterprise: Custom pricing - 250,000 automations, advanced security, tailored onboarding

Ideal For

• Teams managing both projects and workflows
• Marketing teams coordinating campaigns
• Product teams tracking features and processes
• Organizations that need extensive customization

5. Kissflow - Best for No-Code Workflow Automation

Best for: Enterprises needing complex, custom workflow automation without coding

Kissflow is a comprehensive no-code platform that combines business process management with application development capabilities. It's a good fit for organizations with more sophisticated workflow requirements.

Key Features

• No-code workflow builder: Drag-and-drop interface for creating custom workflows
• Forms and reporting: Capture data and generate insights
• 400+ integrations: Connect with Office 365, Salesforce, SharePoint, and more
• Advanced analytics: Comprehensive dashboards for monitoring workflows
• Mobile apps: Native iOS and Android applications
• Role-based access control: Granular permissions and data security
• Document management: Solid document handling capabilities

Advantages Over Tallyfy

• More powerful automation: Build complex, custom workflows beyond what Tallyfy offers
• Application development: Create custom apps, not just workflows
• Better for enterprises: Stronger security, compliance, and scale features
• More flexibility: Greater customization for unique business needs

Potential Drawbacks

• Significantly more expensive: Starting at $1,500/month (50 users) vs. Tallyfy's lower entry point
• Enterprise focus: Might be more than small to medium businesses need
• Complexity: The powerful features come with a steeper learning curve
• Limited for simple use cases: The Basic plan doesn't support external users

Pricing

• Basic: $1,500/month (50 users) - For simple internal workflows
• Enterprise: Custom pricing - Complex workflows, internal and external users, private clusters
• Annual pricing typically ranges from around $8,000 to $74,000 depending on needs

Ideal For

• Large enterprises with complex workflow requirements
• Organizations needing custom business applications
• Companies requiring extensive integration capabilities
• Teams with dedicated process improvement resources

6. ClickUp - Best All-in-One Productivity Platform

Best for: Teams wanting workflow management, project management, and collaboration in one tool

ClickUp positions itself as the "one app to replace them all," combining workflow automation with project management, docs, goals, and more. It's a strong Tallyfy alternative for teams that want comprehensive productivity features in a single platform.

Key Features

• Task and workflow automation: Automate repetitive processes across projects
• Multiple views: List, board, calendar, Gantt, timeline, and more
• Docs and wikis: Create documentation alongside workflows
• Goals and OKR tracking: Connect workflows to business objectives
• Time tracking: Monitor time spent on processes
• Custom fields and statuses: Tailor workflows to your needs
• Real-time collaboration: Comments, assignments, and notifications

Advantages Over Tallyfy

• More comprehensive: Combines workflow automation with project management, docs, and more
• Better free plan: Generous free tier with unlimited tasks
• Highly customizable: Extensive customization options throughout
• Stronger collaboration: Better team communication features

Potential Drawbacks

• Steep learning curve: The extensive feature set can feel overwhelming at first
• Can feel cluttered: So many features that it might confuse users with simpler workflow needs
• Performance issues: Some users report slowness with large workspaces

Pricing

• Free Forever: Unlimited tasks, 100MB storage
• Unlimited: $7/user/month - Unlimited storage, integrations, dashboards
• Business: $12/user/month - Advanced automation, timeline view, workload management
• Enterprise: Custom pricing - Advanced security, dedicated support

Ideal For

• Teams wanting to consolidate multiple tools
• Remote teams needing strong collaboration features
• Agencies managing client work and internal processes
• Organizations wanting flexibility and customization

Feature Comparison Table

Feature	Tallyfy	Glitter AI	Process Street	SweetProcess	Monday.com	Kissflow	ClickUp
Workflow Automation	✓	-	✓	Limited	✓	✓✓	✓
Visual Documentation	Limited	✓✓	Limited	✓	Limited	Limited	✓
Pre-built Templates	✗	✓	✓✓	✓	✓✓	✓	✓✓
Conditional Logic	✓	-	✓	Limited	✓	✓✓	✓
Mobile Apps	✓	✓	✓	✓	✓✓	✓✓	✓✓
Integrations	Limited	Limited	✓✓	Limited	✓✓	✓✓	✓✓
Reporting & Analytics	Basic	-	✓	✓	✓✓	✓✓	✓✓
Approval Workflows	✓	-	✓	✓	✓	✓✓	✓
Offline Access	✗	✓ (guides)	Limited	Limited	Limited	Limited	Limited
Learning Curve	Medium	Low	Medium	Low	Medium	High	High
Setup Time	Medium	Low	Medium	Low	Medium	High	Medium

✓✓ = Excellent | ✓ = Good | Limited = Basic functionality | - = Not applicable | ✗ = Not available

Pricing Comparison

Tool	Starting Price	Free Plan	Best Value
Tallyfy	$10/user/month (10 user min = $100/mo) or $30/user/month (4 user min = $120/mo)	Trial only	Full Members plan $25/user/month (annual)
Glitter AI	$16/month	Yes (10 guides total)	$16/month annual (no viewer fees for embeds)
Process Street	$100/month (5 users)	Limited free tier	Startup plan for qualifying small businesses
SweetProcess	$99/month (20 users)	14-day trial	$990/year for base package
Monday.com	$12/user/month	Yes (2 users)	Standard plan for most teams
Kissflow	$1,500/month (50 users)	Demo only	Enterprise (custom pricing)
ClickUp	$7/user/month	Yes (unlimited tasks)	Unlimited plan at $7/user/month

How to Choose the Right Tallyfy Alternative

Picking the right workflow management software really comes down to your specific needs, team size, and budget. Here's a framework that might help:

Choose Glitter AI if you:

• Need to create visual documentation quickly
• Want to train employees with step-by-step guides
• Prefer one-time documentation over real-time workflow tracking
• Need multilingual documentation support
• Want simple pricing with no viewer fees for embedded guides

Choose Process Street if you:

• Run repeatable, checklist-based processes
• Need extensive third-party integrations
• Require detailed audit trails for compliance
• Want pre-built templates for common workflows
• Have budget for per-user pricing

Choose SweetProcess if you:

• Focus primarily on SOP documentation
• Want a simple, easy-to-learn interface
• Need fair pricing based on active users
• Prefer documentation over complex automation
• Want strong mobile access for field teams

Choose Monday.com if you:

• Need both project and workflow management
• Want highly customizable views and dashboards
• Require extensive native integrations
• Have a visual, board-based workflow preference
• Need flexibility for different team types

Choose Kissflow if you:

• Operate a large enterprise with complex workflows
• Need custom application development capabilities
• Require extensive security and compliance features
• Have budget for enterprise-grade solutions
• Want no-code customization for unique processes

Choose ClickUp if you:

• Want an all-in-one productivity platform
• Need workflow automation plus project management, docs, and goals
• Have teams working across different workflow types
• Want extensive customization options
• Prefer consolidating multiple tools into one

Key Questions to Ask Before Switching

Before committing to a Tallyfy alternative, it's worth thinking through these questions:

1. What's your primary use case? Documentation, workflow automation, project management, or all three?

2. How complex are your workflows? Simple checklists or multi-step processes with conditional logic?

3. How many users need access? Factor in both creators and viewers when calculating costs.

4. What integrations do you need? Make a list of must-have connections to other tools.

5. Do you need mobile access? How important is offline functionality?

6. What's your team's technical skill level? Can they handle a learning curve, or does it need to be straightforward?

7. What's your budget? Think about both initial costs and long-term scaling.

8. Do you need compliance features? Audit trails, version control, and approval workflows.

Frequently Asked Questions

What is the best free alternative to Tallyfy?

Glitter AI and ClickUp offer the most generous free plans. Glitter AI gives you 10 total free guides with full features, which works well for small teams focused on documentation. ClickUp's free plan includes unlimited tasks and basic workflow features, making it suitable for teams that need comprehensive project and workflow management.

Monday.com also has a free plan for up to 2 users, and Process Street offers a limited free tier for qualifying small businesses.

Note: Tallyfy itself only offers a trial, not a permanent free plan.

Is Tallyfy worth the cost?

Whether Tallyfy makes sense depends on your situation. The pricing looks competitive at $10-30 per user per month, but the mandatory seat minimums significantly affect the actual cost. The "Light Members" plan requires a minimum of 10 seats ($100/month minimum), and the "Full Members" plan requires a minimum of 4 seats ($120/month minimum). For small teams of 2-3 people, this means paying for seats they won't use.

Many users find better value elsewhere because of:

• Mandatory seat minimums that raise costs for small teams
• Performance issues that hurt productivity
• Limited customization options
• Lack of pre-built templates
• Basic reporting capabilities (advanced analytics require a $20/member/year add-on)

For teams primarily needing process documentation, Glitter AI ($16/month total) tends to offer better value. For those wanting strong automation, Process Street or ClickUp provide more features at similar price points.

Can I migrate my workflows from Tallyfy to another platform?

Most Tallyfy alternatives support data import, though the specifics vary. Here's a practical approach to migration:

1. Export your Tallyfy workflows as documentation (manually or via screenshots)
2. Choose an alternative with import features - Process Street and ClickUp support template imports
3. Recreate templates in the new system - Use this as a chance to optimize your processes
4. Test workflows thoroughly before going live
5. Train your team on the new platform

For visual documentation, Glitter AI simplifies migration considerably. Just record yourself running through each process once, and it creates new guides automatically.

Which Tallyfy alternative has the best mobile app?

Monday.com and Kissflow have the most capable mobile applications, with features that closely match their desktop versions. Both offer native iOS and Android apps with offline capabilities.

ClickUp also provides solid mobile apps with task management, workflow viewing, and on-the-go updates.

Glitter AI offers mobile viewing of guides, making it useful for field teams accessing documentation, though guide creation happens on desktop.

What's the best Tallyfy alternative for small businesses?

For small businesses, Glitter AI often offers the best value with its creator-only pricing ($16/month) and no viewer fees for embedded guides. There's no per-user cost scaling, so it stays cost-effective as your team grows.

SweetProcess also works well for small businesses, with fair pricing based on active users and a simple interface. The $99/month base for 20 users can make sense for growing teams.

ClickUp's free plan is a good fit for bootstrapped startups, offering unlimited tasks and basic automation at no cost.

Does any Tallyfy alternative work offline?

Most workflow automation tools need an internet connection, just like Tallyfy. That said:

• Glitter AI guides can be exported to PDF and accessed offline
• Monday.com and Kissflow mobile apps offer limited offline viewing
• ClickUp provides some offline task access through mobile apps

For teams that really need offline access, consider pairing any automation tool with Glitter AI for documentation that works without connectivity.

Which tool is best for manufacturing and operations?

SweetProcess was built with manufacturing and operations teams in mind, offering strong SOP documentation, visual work instructions, and mobile access for production floors.

Glitter AI works well for manufacturing documentation. You can record assembly processes, machine operations, or safety procedures and convert them into visual guides that work offline on the factory floor.

For complex manufacturing workflows with automation, Kissflow provides the enterprise-grade features needed for quality management and production processes.

Can these alternatives handle compliance and audit requirements?

Process Street, SweetProcess, Monday.com, and Kissflow all include solid compliance features:

• Audit trails tracking all changes
• Version control for procedures
• Approval workflows for process updates
• User access controls and permissions
• Compliance reporting and documentation

Process Street and Kissflow are especially strong for regulated industries that need detailed audit capabilities.

Tallyfy itself is SOC 2 Type 2 certified, GDPR compliant, and can support HIPAA compliance (with Business Associate Agreements for enterprise customers). It also includes free SSO (Google, Okta, Azure AD) on all plans, which is a notable advantage over many alternatives that gate SSO behind enterprise pricing.

How long does it take to implement a Tallyfy alternative?

Implementation time depends on the tool's complexity:

• Glitter AI: 1-2 days (record processes and share)
• SweetProcess: 1-2 weeks (document and organize SOPs)
• Process Street: 2-4 weeks (build templates and automations)
• ClickUp: 2-4 weeks (configure workspace and workflows)
• Monday.com: 2-4 weeks (customize boards and automation)
• Kissflow: 4-8 weeks (enterprise implementation with customization)

Most tools offer migration support, templates, and onboarding help to speed things up.

Do any alternatives offer AI features like Tallyfy?

Several alternatives have built-in AI capabilities:

• Glitter AI: Core AI features for converting recordings and videos into documentation
• Process Street: AI-powered checklist creation assistance
• Monday.com: AI credits for automating tasks and generating insights
• ClickUp: AI writing assistant and task automation

Glitter AI has the most advanced AI specifically for process documentation. It automatically identifies steps, generates descriptions, and creates professional guides from recordings.

Tallyfy's unique approach: Unlike these alternatives, Tallyfy uses a "Bring Your Own AI" model where you connect your existing ChatGPT Plus, Claude Pro, or Microsoft Copilot subscription directly into workflows. This means your AI subscription remains yours, and Tallyfy simply acts as a bridge. This approach can provide better data privacy since you control the AI provider's terms.

What unique features will I lose by switching from Tallyfy?

If you're currently using Tallyfy, here are some features that might be hard to replicate with alternatives:

• Unlimited guest access: Tallyfy allows unlimited external guests (clients, vendors) to complete tasks and forms without requiring licenses or accounts. Most alternatives charge per user or have limited guest access.
• Bring Your Own AI: The ability to connect your own AI subscriptions (ChatGPT, Claude, Copilot) as workflow participants is unique to Tallyfy.
• Free SSO on all plans: While Tallyfy includes SSO (Google, Okta, Azure AD) for free on all tiers, most alternatives gate this behind enterprise plans.
• Credit-based billing: For annual subscriptions, Tallyfy's credit system allows flexibility in adding/removing users without immediate charges, though it requires upfront payment.

That said, these unique features may not outweigh the drawbacks (performance issues, seat minimums, development freeze) depending on what you need.

Our Top Picks for Different Use Cases

After looking at these options, here are our recommendations:

Best Overall Alternative: Process Street For most teams leaving Tallyfy that need workflow automation specifically, Process Street offers similar features with better performance and more templates. Just be aware of the significant price jump from Startup ($100/month) to Pro tier, and that SSO requires enterprise pricing.

Best for Documentation: Glitter AI If creating visual process documentation is your main priority, Glitter AI stands out. Recording once and generating comprehensive guides automatically saves a huge amount of time compared to manually documenting in any other tool. And at $16/month with no seat minimums, it's the most accessible option for small teams frustrated by Tallyfy's $100-120/month entry barrier.

Best for Small Budgets: ClickUp ClickUp's generous free plan and low-cost paid tiers ($7/user/month) make it a good choice for cost-conscious teams that need both workflow automation and project management.

Best for Enterprises: Kissflow Large organizations with complex workflows and compliance requirements will appreciate Kissflow's enterprise-grade features, security, and customization capabilities.

Best for Simplicity: SweetProcess Teams wanting straightforward SOP documentation without the complexity of workflow automation should consider SweetProcess's clean, focused interface.

Best for Versatility: Monday.com Teams needing flexibility for different workflow types, extensive integrations, and customizable views will find Monday.com's platform capable of handling varied needs.

Final Recommendation

Tallyfy works well for many organizations, but the right alternative really depends on what you need:

If you spend more time creating documentation than running automated workflows, go with Glitter AI. Converting recordings into professional guides in minutes will save you hours and produce better training materials than any workflow tool alone.

If you need solid workflow automation with checklists and integrations, Process Street is probably the most direct Tallyfy replacement with better performance and features.

If you want all-in-one versatility combining workflows, projects, docs, and more, ClickUp delivers comprehensive functionality at an attractive price.

If you're a large enterprise with complex requirements, Kissflow provides the enterprise-grade capabilities and customization you likely need.

Take advantage of the free trials these platforms offer to test them with your actual workflows before making a decision. The right tool should make your processes smoother, not add complexity.

Ready to move beyond Tallyfy? Start with the option that best fits your use case and see what difference better workflow management can make.