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Safety & Compliance

Build safer, more compliant operations

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Trusted by 5K+ teams of all sizes
|
4.8/5 (180+ reviews)
Fernlea
Harvard
Allstate
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Johnstone
Keplr
Kestra
Mara
Taxrise
Venshure

Standardize safe and compliant ways of working

Save time and rely on a wide range of AI-powered tools to capture your every process into great-looking documentation that’s easy to follow.
Start Documenting

Reinforce safety and compliance through training

Deliver instant answers wherever your team works with Whale’s browser extension, mobile app, and AI-powered chat assistant.
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Improve visibility and accountability

Help your new hires ramp faster with role based training flows and quizzes generated directly from your documented knowledge in Whale.
Start Training

The leading standard operating procedure software

If you’re looking for a tool where you could step record, screen record, automate onboarding with processes, train your teams with quizzes….and more, then you need Whale!
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Make safety and compliance everyday behavior.

Policies alone don’t prevent incidents or compliance risks. Whale helps teams operationalize safety and compliance with clear procedures, guided training, and instant support employees can access while they work.

Turn procedures into actionable checklists

Ensure teams follow every required step during inspections, maintenance, audits, onboarding, or safety-critical workflows.

Mobile Access

Keep critical workflow guidance accessible everywhere work happens, including frontline and field environments.
A smartphone screen displays a "Warehouse Procedures" guide with steps listed, integral to process documentation. A QR code is shown beside it, streamlining onboarding.

Share with QR Codes

Place QR codes on equipment, workstations, vehicles, or facility areas so employees can instantly access the right safety procedures, checklists, and compliance guidance exactly where the work happens.

Role-Based Training Flows

Deliver the right safety and compliance training to the right employees without overwhelming them with unnecessary information.

AI Generated Quizzes

Verify understanding and reinforce retention before mistakes turn into incidents, violations, or operational risks.

Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

Loved for its overall simplicity and support

g2stars

“Exceptional Tool for Business Knowledge”

Whale is excellent to document and organize business knowledge. Their AI makes it even easier!

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Lyndon S.
Small-Business (0-50 emp.)
g2stars

“Whale Keeps Work Organized and Teams Confident”

Whale unifies documentation, training, and reviews in one ecosystem.

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Verified User in Accounting
Mid-Market (51-1000 emp.)
g2stars

“Screen Recorder Transformed Our Productivity”

All features are excellent, but the Screen Recorder has boosted productivity for our company.

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Andres A.
Enterprise (> 1000 emp.)
g2stars

“User-Friendly Platform with Great Features”

Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.

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Martha Y.
Mid-Market (51-1000 emp.)
g2stars

“Intuitive, fresh and easy!”

Whale's clean layout makes building and navigating SOPs a breeze.

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Harley B.
Small-Business (0-50 emp.)
g2stars

“Productivity Unleashed!”

Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.

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Verified User in Farming
Mid-Market (51-1000 emp.)
g2stars

“My company utilizes Whale for our SOP’s and FAQ’s.”

Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.

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Georgia R.
Mid-Market (51-1000 emp.)
g2stars

“Whale Streamlined Our Processes and Boosted Team Onboarding”

Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.

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Fábio B.
Enterprise (> 1000 emp.)
g2stars

“Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”

Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.

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Ketan T.
Mid-Market (51-1000 emp.)
g2stars

“Streamlines Documentation with Ease”

I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.

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Anouk V.
Mid-Market (51-1000 emp.)
g2stars

“Effortlessly Streamlines Team Training with Solid Support”

Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.

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Shelley F.
Mid-Market (51-1000 emp.)
g2stars

“Effortless SOP Management with Stellar AI Search”

Whale centralizes all our SOPs with standard formatting and makes them easy to find — especially with the fast AI search across thousands of documents.

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Jitender T.
Small-Business (50 or fewer emp.)

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.

See our Integrations

Frequently asked questions

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Whale exports completion records, quiz scores, version history, and read-receipts per person and per SOP. Auditors get clean reports showing who was trained, when, on which version, and what they scored. Reviewers in regulated industries point to this as the single biggest reason they switched.
Yes. Read-assignments capture an acknowledgement when someone confirms they’ve read and understood a policy or SOP. The record is timestamped, includes the user, the policy version they read, and the date of acknowledgement, so the audit trail is unambiguous.
Training flows include quizzes you build with multiple-choice or open questions, and a passing score can be required to mark the flow complete. Completion in your records means demonstrated understanding, not just a click-through. Alice, Whale’s AI assistant, can generate quiz questions from any SOP to make this fast.
Every SOP has a full version history. Updating a policy triggers a re-acknowledgement workflow, so people on the previous version get a notification to read the change and confirm. Your audit log shows the timestamped trail per version.
Customers in regulated industries (financial services, pharmaceuticals, manufacturing, and healthcare) use Whale to document the operational procedures those audits require. Audit-grade reporting, read-receipts, version control, and version-pinned acknowledgements cover the process-documentation piece SOC 2, HIPAA, AS9100, and ISO reviewers ask for. For the framework certification itself you’ll still want a dedicated GRC tool alongside Whale.
Trainual is strong on structured onboarding. Where Whale adds value for compliance specifically is in granular reporting per person, per SOP version, per quiz attempt, with downloadable audit logs ready for compliance reviews. Alice also answers compliance questions on demand from your own content. Pricing comes in lower at $12 per user per month versus $249 per month flat.