Run operations without relying on tribal knowledge

Trusted by 5K+ teams of all sizes
|
4.8/5 (180+ reviews)

Capture SOPs as they happen

Whale turns your processes into polished documentation automatically. Just complete a workflow once while Whale captures video, screenshots, structures every step, and generates professional guides without spending hours writing documentation.

Make knowledge accessible everywhere

Give employees in the field or in the office instant access to operational knowledge without relying on supervisors for day-to-day guidance.

Create one operational source of truth

Centralize your SOPs, workflows, policies and playbooks in one place teams can actually find and rely on.

Continuously improve operational processes

Eliminate outdated documentation with one centralized place for approved, reviewed and up-to-date processes that evolves as your business changes.

The leading standard operating procedure software

Document the way work gets done and turn it into training flows your team actually completes.

The strongest Ops teams run on standardized processes

Process knowledge moves out of senior team members’ heads and into a system the whole team can read and update. The work gets done the same way whether the person who built it is around to walk you through it.

AI-powered process documentation

Walk through the process with Step Recorder running. Alice, Whale’s AI assistant, drafts the SOP from your capture so the people doing the work aren’t the ones typing it up.

SOPs that find your team

CoPilot surfaces the right SOP inside the tool your team is already using, the moment they need it. Docs become something people actually open.
co pilot from whale

Centralized Process Hub

Every documented process lives in one organized hub, structured by team and tagged so people find what they need. Updates propagate to anyone who’s assigned to read it.

Redact Sensitive Data

Alice automatically blurs the bits of a recording that shouldn’t leave your team. Sales numbers and customer names stay inside the room they were recorded in.

SME Approvals and Reviews

Assign a process owner and a review cadence. Whale pings the right person on schedule, so the SOP doesn’t quietly drift out of date.

Why teams choose Whale

Rated ‘Best support’

Better support

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

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.

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

|

4.8/5 (180+ reviews)

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.

Frequently asked questions

AI credits are usage credits that power Whale’s AI features, including AI quiz generation, video-to-guide conversion, and AI-assisted card creation.

Ask Alice, Whale’s AI assistant, is trained on your workspace content and answers questions about your SOPs, policies, and procedures. Ask Alice does not use AI credits.

How many credits do I get:

  • Free plan: 20 credits per month
  • Scale plan: 50 credits per creator per month
  • Advance plan: 100 credits per creator per month
  • Enterprise plan: 250 credits per creator per month

Important details:

  • On paid plans, AI credits scale with the number of creators in your workspace
  • Credits automatically reset at the start of each month
  • If you run out before the month ends, you can request more or upgrade your plan

Whale has two seat types. Members consume content, and creators build and edit SOPs. Members are unlimited on every paid plan. Creators are included per plan, with the option to add more.

Free plan:

  • 1 creator included
  • Up to 5 members

Scale plan:

  • 3 creators included, unlimited members
  • Additional creators: $29 per creator per month

Advance plan:

  • 5 creators included, unlimited members
  • Additional creators: $39 per creator per month

Enterprise plan:

Yes, you can export your SOPs on the paid plans of Whale. This feature is not available in the free version. Here’s what you need to know:

  • Scale plan and above: Full export functionality is included
  • Export format: SOPs can be exported as PDF files for offline use or sharing
  • Microsoft Word: Export any SOP straight to an editable Word document in one click

Your data is stored in SOC 2 compliant, enterprise-grade data centers, and yes, you can choose where it’s hosted. We offer two locations:

  • Europe: Belgium (GDPR compliant)
  • United States: Iowa

During setup, you can select which location best suits your needs. This gives you control over data residency, helping you meet compliance requirements and optimize performance based on your team’s primary location. All data centers maintain the highest security standards with SOC 2 Type II certification, ensuring your SOPs and company knowledge are protected with enterprise-level security and privacy controls.

No, the seats based pricing is regardless of roles.

Yes we do. Nonprofits can enjoy a 20% discount on all our subscriptions.

With our expertise, best practices and industry-specific templates, getting started with Whale is simple. Need help? Reach out to our dedicated customer success team.

You can cancel your plan anytime. If you decide to cancel we’d love to hear your experience.

We believe in keeping our systems up-to-date and ready to use, so we make sure every new update is immediately available to Whale users.