Process Street vs. Whale Comparison


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About Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.		About Whale is the #1 rated SOP Software. Whale centralizes all of your standard operating procedures, policies, and tribal knowledge so you can better onboard, train, and grow your teams. Save your team several hours a week by delivering knowledge in their moment of need with our web application, chrome extension, slack bot, and more. 100+ templates and a powerful editor make it easy to get knowledge out of your experts' heads and into a simple and visually attractive hub. Grow your team more quickly by making the knowledge they need flow automatically with assignments, flows, and suggestions. Expert reviews, knowledge gap insights, and reporting dashboards help you understand what's working and what's not. With the Whale browser extension, you can connect Whale to all of your favorite applications to surface relevant content in your team's tools, websites, and portals. The extension works with every web-based app.
Why Process Street is Better than Whale Process Street is the better fit than Whale for teams that need to execute and govern recurring operations, not only document them: it turns procedures into dynamic workflows with role assignments, due dates, sequential approvals, task-level permissions, stop tasks, and conditional paths that adapt as information is collected. Its forms and Data Sets can capture, reuse, and auto-fill operational data, while scheduled runs, email-triggered workflows, webhooks, and integrations with tools such as Salesforce, DocuSign, Jira, Greenhouse, Slack, Google Sheets, Microsoft Teams, Zapier, and Power Automate support cross-system process automation. Whale is well suited to capturing SOPs, training teams, quizzes, and surfacing guidance through its browser extension, but Process Street provides stronger process orchestration for accountable, repeatable work. See more
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Medium to Large Businessses in Regulated Industries		Audience Small and Medium-Sized Businesses
Support Phone Support Not Supported 24/7 Live Support Supported Online Supported		Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $1500/month All plans start with a free 14-day trial of Pro features. Free Version Not Supported Free Trial Supported		Pricing $0 per month Professional Secure knowledge sharing for super effective teams * All features * Unlimited boards * Unlimited playbooks * Unlimited Cards * Auto-suggest * Google Drive integration * One Drive integration * Browser extension Enterprise Ultimate knowledge control and flexibility that scales Personal success coach Custom integration Fitted to your needs Customer service priority *Onboarding Workshops Free Version Supported Free Trial Not Supported
Reviews/Ratings Overall 4.8 / 5 ease 4.8 / 5 features 4.8 / 5 design 4.5 / 5 support 5.0 / 5 Read all reviews		Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
Pros from Real Users Pros Process Street shines at creating layered workflows with hierarchical task assignments. We've built customer intake forms that trigger internal workflows and branch into user tasks - nothing falls through the cracks. Perfect for documenting infrequent processes so you never ask "how did we do this last time?" Our AI testimonial wizard collects client feedback and auto-generates polished testimonials. Intuitive interface made implementation easy for both internal and personal use. - Extremely stable, forward-thinking, and innovative platform. - Brings consistency, repeatability, and accountability to processes. - Helps teams streamline day-to-day operations while keeping visibility into who’s doing what. - Excellent for risk mitigation and reducing chaos across departments. - Flexible enough to work across industries. I’ve used it successfully in property management, real estate, HR, cleaning companies, architecture firms, accounting, internet providers, technology companies, and construction. - Depth of functionality is unmatched: native Forms, Pages (for docs/how-tos), advanced conditional logic (AND/OR), code tasks, AI tasks, and more! - Native integrations with Google Workspace, DocuSign, Slack, etc. For anything not built-in, Zapier, Power Automate, and Make connect easily to outside tools, extending functionality even further. Process Street has many useful features to streamline workflow management across teams. The ease of building workflows is a huge plus (it's all drag and drop), but then the addition of AI tasks and Code Tasks for more complex requirements has been a game changer. Also the fact it has an open API is amazing, and makes integrating between other tools easy, especially with the native integrations they already have built out. Another aspect I love about Process Street is the ability to have guest users - this makes it super convenient when needing to bring someone external in to a process, while maintaining high visibility into the work getting done, and tracking everything together in one spot. Love how it keeps me compliant and offering the best service possible to my clients by ensuring I never miss a step. The integrations and automations mean that when there's data to track I can send it externally and it happens like magic! (Except I know how it's done...) Easy to set up a simple workflow and develop it as you get more confident with the various functionalities. Just brilliant!		Pros & Cons from Real Users Pros The main Pro is by far the way I can search and proactively get knowledge and training in my browser tab, without even leaving my tool where I'm working in. I didn't come across any tool that does that. Cons In our company we already had a lot of training material, It's not starting over, but it takes some time. But the ROI is already higher.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported		Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Process Street Founded: 2013 United States www.process.st/		Company Information Whale Founded: 2018 Belgium www.usewhale.io
Alternatives VKS Visual Knowledge Share		Alternatives Process Street
Modern Requirements4DevOps Modern Requirements		Opus●Guide
Qntrl		acreom
Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation		Method Grid Method Apps Limited
Automation Anywhere View All		Theum Theum AG View All
Categories AI Automation Supported AI Project Management Supported AI Tools Supported Business Process Management Supported Checklist Supported Compliance Supported Customer Onboarding Supported Document Management Supported Forms Automation Supported Integration Supported Legal Document Management Supported Onboarding Supported Process Mapping Supported Quality Management Supported Remote Work Supported Requirements Management Supported Software Documentation Supported Standard Operating Procedure (SOP) Supported Task Automation Supported Workflow Management Supported		Categories Business Process Management Supported Knowledge Management Supported Onboarding Supported Process Documentation Supported Standard Operating Procedure (SOP) Supported
Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Onboarding Features Course Management Supported Document Management Supported E-Verify / I-9 Forms Supported Electronic Forms Supported Electronic Signature Supported Employee Handbook Supported Employee Portal Supported File Management Supported Job Description Management Supported Orientation Management Supported Self Service Portal Supported Task Management Supported Tax Forms Supported Training Management Supported Show More Features Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Supported Audit Management Supported Compliance Tracking Supported Controls Testing Supported Environmental Compliance Supported FDA Compliance Supported HIPAA Compliance Supported Incident Management Supported ISO Compliance Supported OSHA Compliance Supported Risk Management Supported Sarbanes-Oxley Compliance Supported Surveys & Feedback Supported Version Control Supported Workflow / Process Automation Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Supported Version Control Supported Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Supported Integration Features Dashboard Supported ETL - Extract / Transform / Load Supported Metadata Management Supported Multiple Data Sources Supported Web Services Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Supported Version Control Supported Quality Management Features Audit Management Supported Complaint Management Supported Compliance Management Not Supported Corrective and Preventive Actions (CAPA) Supported Defect Tracking Not Supported Document Control Supported Equipment Management Supported ISO Standards Management Supported Maintenance Management Supported Risk Management Supported Supplier Quality Control Supported Training Management Supported Remote Work Features Collaboration Supported Credential Management Supported Electronic Signature Supported Employee Monitoring Supported Live Chat Not Supported Meeting Management Not Supported Project Management Supported Remote Access Supported Remote Support Supported Screen Sharing Not Supported Softphone Not Supported Task Management Supported Time Zone Tracking Not Supported Video Chat Not Supported Web Conferencing Not Supported Requirements Management Features Automated Functional Sizing Not Supported Automated Requirements QA Not Supported Automated Test Generation Not Supported Automated Use Case Modeling Not Supported Change Management Supported Collaboration Supported History Tracking Supported Prioritization Not Supported Reporting Supported Status Reporting Supported Status Tracking Supported Summary Reports Supported Task Management Supported To-Do List Supported Traceability Supported User Defined Attributes Supported Software Documentation Features Access Roles / User Permissions Supported Automatic Documentation Generation Not Supported Collaboration Tools Supported Docs Web Hosting Not Supported Feedback Capture Not Supported Markdown Support Not Supported Multiple Formats Support Not Supported Multiple Versions Support Not Supported reStructured Text Support Not Supported Version Control Supported Webhooks Supported WYSIWIG Editor Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported		Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Not Supported Process Modeling & Design Not Supported Visual Workflow Management Not Supported Onboarding Features Course Management Supported Document Management Supported E-Verify / I-9 Forms Not Supported Electronic Forms Not Supported Electronic Signature Not Supported Employee Handbook Supported Employee Portal Supported File Management Supported Job Description Management Supported Orientation Management Supported Self Service Portal Not Supported Task Management Supported Tax Forms Not Supported Training Management Supported Show More Features Knowledge Management Features Artificial Intelligence (AI) Not Supported Cataloging / Categorization Supported Collaboration Supported Content Management Supported Decision Tree Not Supported Discussion Boards Supported Full Text Search Supported Knowledge Base Management Supported Self Service Portal Not Supported
Integrations HubSpot CRM Supported Model Context Protocol (MCP) Supported Salesforce Supported Slack Supported Stackreaction Supported Trello Supported Zapier Supported monday AI work platform Supported AccessOwl Supported ActiveCampaign Not Supported Adobe Marketo Engage Not Supported Asana Not Supported Constant Contact Lead Gen & CRM Not Supported Formstack Documents Supported Google Drive Supported Jira Work Management Supported LeadMaster Supported Smartsheet Not Supported VisitorTrack Supported Xero Not Supported Show More Integrations View All 62 Integrations		Integrations HubSpot CRM Supported Model Context Protocol (MCP) Supported Salesforce Supported Slack Supported Stackreaction Supported Trello Supported Zapier Supported monday AI work platform Supported AccessOwl Not Supported ActiveCampaign Supported Adobe Marketo Engage Supported Asana Supported Constant Contact Lead Gen & CRM Supported Formstack Documents Not Supported Google Drive Not Supported Jira Work Management Not Supported LeadMaster Not Supported Smartsheet Supported VisitorTrack Not Supported Xero Supported Show More Integrations View All 24 Integrations
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