Close the books without process bottlenecks

Trusted by 5K+ teams of all sizes
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Five star G2 rating
4.8/5 (180+ reviews)
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Document complex financial workflows

Capture close procedures, AP/AR workflows, accrual processes, reconciliations, reporting cycles, and ERP tasks as step-by-step operational guides.

Preserve institutional knowledge

Ensure critical accounting knowledge stays inside the company instead of inside specific employees’ heads.

Ramp new finance hires faster

Help new employees become operational faster with guided workflows and role-specific process documentation.

Manage in a single source of truth

Eliminate outdated documentation with one centralized place for approved, reviewed and up-to-date processes.

The leading standard operating procedure software

Document the way work gets done and turn it into training flows your team actually completes.
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The strongest finance teams run on standardized processes

Every reviewer works from the same documented procedure. Month-end close happens the same way every time, regardless of who’s running it.

AI-powered process documentation

Walk through a month-end close step with Step Recorder running. Alice, Whale’s AI assistant, drafts the SOP from your capture so the senior accountant isn’t the only person who knows how it works.

AI Chat Assistant

Alice answers questions about any documented finance process and links the source SOP. Repeat questions from reviewers get answered before they reach a person.

Turn SOPs into actionable checklists

Whale generates a step-by-step checklist from any SOP so monthly close work moves through the same review every time. Each step gets timestamped and attributed to the person who ran it.

Version History and Change Tracking

Every edit to a finance SOP is logged with the author and the timestamp. The audit trail shows up automatically, ready for the next review.

SME Approvals and Reviews

Assign a process owner and require sign-off before changes go live. Whale routes the SOP to the right reviewer and keeps a record of every approval.

Why teams choose Whale

G2 badge for Whale: Users Most Likely to Recommend, Standard Operating Procedures, Mid-Market
Rated ‘Best support’

Better support

Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.

G2 badge for Whale: Easiest to Use, Training Management Systems, Small Business
Rated ‘Easiest to use’

Easier to use

Clients switch from other providers to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.

G2 badge for Whale: High Performer, Onboarding
Rated ‘High performer’

Higher performance

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.

Trusted by 5K+ teams of all sizes

|

Five star G2 rating

4.8/5 (180+ reviews)

G2 logo

Loved for its overall simplicity and support

Integrations

Whale works where you do.

Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.

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Frequently asked questions

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