The best alternative to NextMatter

Tallyfy is a far better alternative to NextMatter

  • Design - We invented Workflow Made Easy ®
  • Pricing - Minimum purchase is 1 full member
  • Support - Get expert 1:1 help free - for life
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Track all your workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis
"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis

Tallyfy vs. NextMatter

NextMatter

1 Simple, proven, tested user experience

NextMatter

2 Guaranteed free 1:1 support for life

NextMatter

3 Customer-obsessed with no greedy VC owners

NextMatter

4 Far more affordable and tiny minimum purchase

NextMatter

5 Discount available based on your country

NextMatter

6 Free Single Sign On (SSO) for everyone

NextMatter

7 Compliant with HSTS and BIMI security

NextMatter

Here's why people don't like NextMatter

This is third party content sourced from the public web. You can verify this content if you wish. See our disclaimer and citations section below.

You must have a lot of patience since finding a builder takes time. Mid-Market, 51-1000 employees[1]
— NextMatter review on G2
The processes sometimes miss to have more flexibility... mostly a process for linear processes[2]
— NextMatter review on G2
Onboarding / adoption has been slow[3]
— NextMatter review on G2
Capability to save the form for external users... edit mistakes... hide automation steps... printing or saving as PDF[4]
— NextMatter review on G2
NextMatter is not very user-friendly and the interface can be confusing... difficult to customize[5]
— NextMatter review on Reddit
The platform is quite expensive... customer support response times are disappointingly slow[6]
— NextMatter review on Capterra
Integration capabilities are limited... mobile experience is poor[7]
— NextMatter review on TrustRadius

Just 3 simple steps to digitized workflows

Remove the adoption risk of NextMatter

Document

1. Document

Define or upload your template using AI. Optionally add simple if-this-then-that conditionals. Add rich descriptions to capture tribal knowledge on every step.

Track

2. Track

Launch your process with a form or any other trigger. Invite unlimited guests or coworkers to complete tasks and fill out forms. Tallyfy handles auto-reminders.

Improve

3. Improve

Improve your process through feedback and metrics. Add steps run by AI. Automate specific steps if they are worth it. Practice easy and continuous improvement.

Do you know the cost of busywork?

Calculate Your Workflow Savings

Weekly Savings
$2,000
Monthly Savings
$8,000
Annual Savings
$96,000

These are estimated savings based on time recovered from manual workflow management. Actual results may vary.

Tallyfy does not charge for basic services

Need help? Unlike costly "professional services" for NextMatter - Tallyfy guarantees free 25-minute screen-sharing calls with workflow experts for life.

SCHEDULE A CALL
Tallyfy Team

Integration and compliance information

Integrations

Security & Compliance

SOC 2 Type II
GDPR Compliant
ISO 27001

What is NextMatter used for?

NextMatter is a workflow automation tool that focuses on operational processes. However, it may lack the flexibility and user-friendly approach that modern teams need. Tallyfy offers a more intuitive and adaptable solution through customizable templates that work across any kind of process or workflow, not just operations.

What exactly is Tallyfy and how does it compare to NextMatter?

Tallyfy is a modern workflow system that removes chaos by tracking every workflow step automatically. Unlike NextMatter's potentially rigid approach, Tallyfy helps teams save around 2 hours per person daily through smart automation rules, clear delegation via task management, and consistent process execution. It's designed to scale smoothly while maintaining quality across all operations.

As Warren Buffett said - "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."

Does NextMatter have a discount for certain countries?

NextMatter may not offer any GDP-based pricing or country-specific discounts. Tallyfy shows real commitment to global accessibility by offering lifetime discounts through Fair Price Guarantee, based on each country's GDP per capita.

Is NextMatter owned by venture capitalists?

Yes, NextMatter appears to be VC-backed, which often means pressure for quick returns and potential instability for customers. Tallyfy maintains independence and focuses purely on customer success rather than investor expectations.

How does Tallyfy handle process improvement?

Tallyfy excels at process improvement through its elegant feedback system accessible via the tracker view. Users can leave simple comments that go directly to process owners for review and implementation through template editing features.

As Benjamin Franklin said - "An ounce of prevention is worth a pound of cure."

How does AI integration differ between Tallyfy and NextMatter?

While NextMatter may offer basic AI features, Tallyfy integrates AI thoughtfully and practically through computer vision AI agents. It includes automatic SOP migration through file uploads and advanced computer-use AI that can control mouse and keyboard actions for true automation.

Does NextMatter offer free Single Sign On?

NextMatter may charge extra for SSO, making it costly for larger organizations. Tallyfy includes SSO authentication in its standard offering, providing better value and security for teams of all sizes.

Is NextMatter compliant with BIMI and HSTS security standards?

NextMatter may lack certain key security certifications. Tallyfy maintains full compliance with BIMI and HSTS security standards through its robust compliance framework, offering superior protection for workflow data.

What are the common problems with NextMatter?

Users often report that NextMatter may have a steep learning curve, limited customization options, and inflexible workflow designs. Its pricing structure can also be confusing and expensive for smaller teams. Tallyfy offers intuitive dynamic variables and reusable snippets that make customization simple.

As Peter Drucker said - "The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday's logic."

How does conditional branching compare between the platforms?

NextMatter's conditional branching may be complex to set up and maintain. Tallyfy offers intuitive, visual conditional branching through its automation system that's easy to understand and modify, making it more accessible for teams without technical expertise.

How can I see real customer reviews of Tallyfy?

You can check out authentic Tallyfy customer reviews and success stories at Tallyfy's customer testimonials page. These reviews showcase real experiences from various industries and team sizes.

Does Tallyfy offer a free trial?

Yes, Tallyfy offers a customizable trial period to ensure you can properly evaluate the platform. During your trial, you'll have access to all features. To get started with your personalized trial, schedule a demo and they'll set up your trial instance right away.

What support services are included?

Unlike NextMatter's potentially paid support model, Tallyfy includes free professional services and support. This includes help with middleware integration and task management setup.

How do I get started with Tallyfy?

The best way to begin is by booking a personalized demo. Our team will show you how Tallyfy can transform your workflows and help you get started with a customized solution for your needs.

References and Citations


Tallyfy is a far better alternative to NextMatter

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy

DISCLAIMER OF AFFILIATION, ACCURACY & LIABILITY

This page is an independent, good-faith comparative review prepared by Tallyfy, Inc. ("Tallyfy") and is based on publicly available information, third-party reviews, and vendor materials current as of February 2025. The content is offered "AS IS" for general informational purposes only and does not constitute professional, technical, or legal advice.