All-in-One Platform for Business Operations

Tallyphy is a United States–based SaaS platform that helps businesses manage transactions, track invoices & payments, oversee employees, and keep operations organized—securely and at scale.
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Operate Smarter with a Unified Workspace

Centralize your day-to-day operations—transactions, approvals, roles, and team management—in one secure platform designed for US businesses of any size.
Invoices & Payments

Invoices & Payments

Create invoices, record payments, and track outstanding balances with automated reminders and audit trails.

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Transaction Ledger & Reconciliation

Transaction Ledger & Reconciliation

Maintain a real-time ledger of sales, expenses, and transfers. Reconcile activity and keep records clean and searchable.

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Roles & Permissions

Roles, Permissions & Approvals

Fine-grained access control for teams. Build approval flows to keep sensitive actions secure and compliant.

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Employee Management

Employee Management

Store employee profiles, manage documents, and track status changes—connected to your operational workflows.

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Integrations

Integrations & APIs

Connect your tools with webhooks and REST APIs. Sync data to storage, analytics, and back-office systems.

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Analytics & Reporting

Analytics & Reporting

Real-time dashboards and exportable reports for revenue, spend, productivity, and exception monitoring.

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Streamline Operations in Days, Not Months

Launch Tallyphy quickly with secure onboarding, role setup, and data import. Scale confidently as your team grows.

Platform Capabilities
  • User & Role Management
  • Document Storage & Sharing
  • Audit Logs & Version History
  • Data Import/Export
  • Multi-location Support
  • API Access & Webhooks
  • SSO/SAML Options
  • Role-Based Approvals
  • Automated Alerts & Reminders
  • Data Retention Policies
  • Custom Fields & Workflows
  • Reporting & Dashboards
  • Secure File Uploads
  • Sandbox & Staging Environments
  • Priority Support
Product Updates & Resources

Learn How Teams Use Tallyphy

Release Notes

Release Notes

What’s New in Tallyphy: Fall Updates

Explore new features: faster approvals, custom fields, and upgraded data exports.

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Customer Story

Customer Story

How a US Retailer Centralized Ops in 30 Days

See how Tallyphy unified transactions and employee access across multiple locations.

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Guide

Guide

Designing Roles & Approvals that Scale

A practical framework for permission models that keep your data safe and teams productive.

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