Why Tallyfy connects to BI tools instead of building native reports
Instead of building basic reporting features inside Tallyfy, we focus on making it easy to connect your process data to BI tools your company already uses - like Power BI, Tableau, or Looker. Dedicated BI platforms do data analysis better than any workflow tool could. That’s by design.
Specialized tools do it better
BI platforms exist for one reason - data analysis. They offer far more than we could build internally:
Stronger visualizations - Purpose-built charting, dashboards, and interactive reports
Deeper analysis - Statistical analysis, predictions, and AI-powered insights
Constant updates - BI companies ship new features continuously
Familiar interfaces - Your team already knows these tools
Combine Tallyfy data with everything else
External BI tools let you mix Tallyfy data with information from other systems. The result? A complete picture:
Track how process efficiency affects financial results
Link workflow times to customer satisfaction scores (note: workflow times show elapsed time, not effort - see tracking actual work time)
Compare task completion rates with employee schedules or costs
Combine data from sales, support, and operations in one dashboard
No lock-in, full flexibility
You’re not stuck with one analytics solution. Tallyfy’s approach keeps your options open:
Pick your BI tool - Choose whichever platform fits your organization best
Switch freely - Change BI tools later without losing access to your Tallyfy data
Custom dashboards - Build the exact reports different teams and roles need
Scale independently - Grow your analytics capabilities without touching your workflow platform
Your data stays portable
Your workflow data isn’t trapped. It’s ready for whatever comes next:
Data science access - Give your data team direct access to raw process data
ML-ready - Train predictive models on your workflow patterns and outcomes
Standard formats - SQL and CSV interfaces ensure compatibility with future tools
Full ownership - You keep complete control of your company’s process data
Use what you already have
You’ve already invested in analytics tools and talent. Use them:
Keep using existing Power BI, Tableau, or Looker licenses
Your data analysts already know these platforms - no retraining
Skip paying for separate reporting systems
Spend time on insights, not learning new tools
Tallyfy handles workflow management. Top BI tools handle your analytics. Simple.
Tallyfy Analytics is an add-on that replicates your workflow data into a private Amazon Athena environment where you can run SQL queries and connect BI tools like Tableau or Power BI to build custom dashboards and track process trends over time.
Tableau plugs directly into Tallyfy Analytics through Amazon Athena so teams can build interactive dashboards and spot workflow bottlenecks and track SLA compliance and analyze form data without writing code or depending on IT.
Tallyfy’s Power BI integration connects your workflow data through Amazon Athena so you can build interactive dashboards for process optimization, team performance analysis and executive reporting.
Effective process improvement relies on collecting and analyzing real data rather than assumptions and Tallyfy Analytics automatically captures task completion times and bottleneck patterns that you can connect to BI tools like Tableau or Power BI for spotting trends and driving fact-based workflow changes.