Whale vs Process Street
In the realm of process documentation and team training, choosing the right tool is crucial for efficiency and success. Whale and Process Street are two prominent platforms designed to streamline these tasks.
Whale emerges as the smarter choice due to its powerful checklists feature and content creation tools, AI-driven documentation and search, intuitive knowledge base, and responsive customer support. Whale is an all-encompassing solution for comprehensive process documentation and training.
Side by side
In a seashell
Source: G2, 2026.
| Feature |  | Process Street |
|---|---|---|
| Star Rating | 4.8/5 | 4.6/5 (463 reviews) |
| Ease of Use | 9.6 | 8.8 |
| Ease of Setup | 9.6 | 8.7 |
| Ease of Admin | 9.5 | 8.8 |
| Quality of Support | 9.7 | 9.1 |
| Good Partner in Business | 9.8 | 9.2 |
| Product Direction | 9.7 | 8.7 |
| Book a Demo |
Alice AI
Meet Alice, the AI that knows
how your company works
Alice is the AI assistant inside Whale. It works from your own SOPs and org chart, and builds content as well as finding it.
Answers with sources
Ask in plain language and follow up. Answers come from your workspace, with a link to the source.
Knows your org chart
Ask who owns a process, who reports to whom or which team handles what.
Creates for you
SOPs, checklists, step-by-step guides and quizzes, plus whole boards, libraries and playbooks when your permissions allow.
Brings in what you have
Turns PDF and Word files into SOPs, and videos into step-by-step guides.
Remembers how you work
Keeps your preferences and context, and you can see or delete every memory.
Whale MCP
Connect Claude, OpenAI or Gemini to search and build your SOPs, within your Whale permissions. Alice also works with Microsoft Teams, Slack and Notion.
Diving deeper
Features
Whale is a robust platform designed for seamless process documentation and team training. Key features include powerful checklists and documentation creation tools, AI-driven insights, detailed analytics, and extensive integration capabilities. Whale’s standout feature is its intuitive knowledge base system, enabling quick access to documented processes and training materials.
Process Street focuses on creating checklists and workflows for various business processes. It offers templates, checklist generation, and simple task management. While effective for basic process management, it lacks advanced content creation tools and AI-driven features that Whale provides.
Ease of use
Whale scores high on ease of use with an intuitive interface that simplifies content creation and management. According to G2 reviews, users appreciate the minimal learning curve and efficient navigation.
Process Street also ranks well for ease of use but has a steeper learning curve due to its checklist-oriented interface. Users on G2 mention the initial complexity can be challenging for new users.
Customer Support
Whale offers exceptional customer support with a responsive team available through multiple channels. Users on G2 frequently praise the timely and helpful assistance provided by Whale’s support team. Whale also provides Coaching & Training services, and a Migration service.
Process Street provides solid customer support, but user reviews indicate occasional delays in response times. The support team is helpful, but not as consistently praised as Whale’s support.
Pricing
Free Plan
Scale Plan: $249/month with 3 creators and unlimited members
Advance Plan: $499/month with 5 creators and unlimited members
Enterprise Plan: Starting at Custom
Find more info on Whale’s pricing here
Startup (5 members): $100 per month
Pro (x members): $1,500 per month
Enterprise: pricing upon request
Why others switched from Process Street to Whale
More ease of use
Rated ‘Easiest to Use’
Clients switch from Process Street to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.
More speed
Rated ‘High Performer’
We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.
More support
Rated ‘Best Support’
Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.
What clients say about us on
Whale's Award Winning Customer Care
At Whale, we’re dedicated to ensuring your success as you explore a powerful alternative to Process Street. Discover our tailored resources and personalized support, specifically designed to help you seamlessly transition from Process Street to Whale and achieve your goals effortlessly. Experience why Whale is the preferred Process Street competitor for businesses looking for enhanced user experience and superior support.
Knowledge Base
For Answers When You Need Them
Need answers on Whale? Our comprehensive Knowledge Base is at your fingertips, offering detailed articles, step-by-step guides, and in-depth videos. Whether you prefer to read or watch our videos, our award-winning* content is always available to you, completely free, forever.
Whale Universe
Your Gateway to Whale
Kickstart your Whale journey with the Whale Universe. It’s accessible directly from your dashboard. From the Whale Universe, you’ll be able to access ready-to-go templates, ask Alice (your personal AI assistant anything) and download the Mobile App, Step Recorder, and Extension in seconds.
Process University
Get Rewarded for Learning
Process University is like no other university. It’s a win-win for businesses and teams with process training that raises the value of your business and team members. Because we believe your teams don’t need training on our product, they should be awarded for being skilled in process.
1-on-1 Coaching
Invested in Your Success
For personalized guidance, our Customer Success team is ready to assist with 1-on-1 coaching. We don’t just teach you how to use Whale. We dive deep into best practices and use cases, ensuring you master the art of knowledge documentation. Let us help you navigate the platform with confidence.
Weekly Q&A Sessions
Learn As You Grow
Join our weekly training and Q&A to get personalized answers to your questions. Our regular webinars introduce new features and show you how to maximize your potential on the Whale platform. Whenever a new feature is introduced, we invite you to join us to ensure you get the most out of the platform.
Migration Services
Let Us Help You Make the Change
Already have your processes documented? We’re here to ensure a seamless transition to Whale. Our Migration Services don’t just transfer your content: they elevate it. We’ll refine and optimize your knowledge base to align with your goals, making it faster and easier for your team to find what they need.
Security
Security your IT team
can sign off on
What IT asks about before a rollout, answered.
SOC 2 certified
How your procedures and records are stored and protected is independently audited.
Granular permissions and enforced SSO
Available from the Advance plan, so access control matches how your organisation is already set up.
GDPR aligned
EU and UK data rights documented in the Whale Trust Center.
Your data, your region
Hosted in the US or the EU, whichever you choose.
Enterprise agreements
A BAA is signed on request on the Enterprise plan.
Plans that grow with your team
Scale
Most popularFor a team putting every process in one place.
$249/mobilled yearly- 3 creators includedEach extra creator: $29/mo billed yearly, $39/mo billed monthly.
Advance
For growing teams that onboard and train at scale.
$499/mobilled yearly- 5 creators includedEach extra creator: $39/mo billed yearly, $49/mo billed monthly.
Enterprise
For larger organizations that need security and control.
Custombilled yearly- Unlimited members
Frequently Asked Questions (FAQ)
01What is Process Street?
Process Street is a compliance operations and workflow automation platform that turns static company policies into checklists.
02What is the difference between Whale and Process Street?
Whale is a SOP Software, documentation and employee training platform, whereas Process Street is built for workflow automation and compliance tracking.
03Is Whale or Process Street better for onboarding and training new hires?
We of course will say Whale, because it is built around getting knowledge documented, read and retained with read assignments, quizzes, onboarding flows. Process Street can run an onboarding workflow, but it tracks task completion rather than comprehension.
04What is Process Street's pricing?
Process Street doesn’t publish its pricing: Startup, Pro and Enterprise all route to a sales conversation, the old free plan is gone, and the entry tier is restricted to companies under 15 employees and under $2M revenue.
05How easy is it to use Whale's checklist feature?
We introduced checklists as a feature because we know as your business grows, checklists help you scale up smoothly. They offer a structured approach that’s easy to replicate across different teams and locations, simplifying expansion.
Whale’s checklist feature includes:
- Checklist creation (utilizing AI)
- Checklist assignment function
- Run checklist
- Add a checklist as an action in a training flow
- Track checklist completion
- And more!
It’s intuitive and easy to use. To find out more, discover more on Whale’s checklist feature.
06How easy is it to switch from Process Street to Whale?
With Whale, you can get started in seconds. We offer a full migration service to get all your documents uploaded in no time at all.
07How easy is it to onboard my team members onto Whale?
Whale has a dedicated customer success team that supports new customers all the way from migrating their old documentation to creating new ones and using them to train new and current team members.
08Is Whale expensive?
To start off with, Whale comes with a free plan. Yup. That’s FREE access up front so you can see the value before you spend a cent. After that, you only pay for what you use: add functionality when you need it, add team members when it makes sense. That means you pay for the features you want and the seats you actually use, nothing extra. You’ve literally got nothing to lose.
09What is the best alternative to Process Street?
Whale. Process Street runs recurring workflow checklists well, but it tracks task completion rather than comprehension. Whale documents the procedure behind the checklist, assigns it to roles, and verifies understanding with quizzes and read tracking. Whale has checklists too, including AI-assisted creation and completion tracking, so you do not give that up.
10👉 Choose Whale as an alternative to Process Street if
- You need written SOPs, checklists and policies as your source of truth, not only recurring workflow checklists.
- You want every procedure to have an owner, a version history and a review date.
- You need to prove who has read and understood which version.
- You’re looking for AI SOP Software with employee onboarding and training features.
- You want structured onboarding and training paths inside the tool rather than exported to an LMS.
- You want processes mapped to roles with an org chart.
- You want one searchable place for text, checklists and video together.
- You want AI tools to read and write your documentation through an MCP server.
Dedicated to Customer Success & Support
We make sure that each customer is onboarded exceptionally so that they can use the magic of Whale to it’s fullest. Our team will give you feedback on the best way to get started and best practices for documentation.
We offer a full migration service and will teach you our proven framework on how to create impactful documentation with no effort. Or you can simply enlist the help of one of our Certified partners to help you get it done. Book a demo and tell our team what you need!
