5 best Whale alternatives (2026): AI that acts inside the work, or AI SOP capture, training and a knowledge base
I am Liam Jones. I founded Pilla after more than ten years running hospitality operations, food safety and frontline teams.
I wrote this because I keep getting asked what to use instead of Whale. I ran restaurants for years. I know the job: you want the floor to do the work without you chasing every check.
Whale calls itself an AI SOP platform. You capture a process with a step recorder, a screen recording or Alice. You assign reads, training flows and quizzes. Checklists tick steps and can take a photo. Alice answers from the knowledge base. CoPilot can surface an SOP inside another web tool.
I built Pilla so you can turn a process you already know into a workflow on a canvas. Your team runs it on a phone, tablet or the web app. Pilla can fetch, decide and act while the work is happening. You keep the judgement calls.
If you want to try it on a process you already run, open the canvas.
Quick Summary
I would pick Pilla when I want AI to act inside the work. I would keep Whale when I want AI SOP capture, training and a knowledge base. I would look at Process Street when I want SOP workflows, policy docs and audit-ready runs together.
- I would pick Pilla if I wanted a process I already know drawn on a canvas, with branching, not a recording turned into a linear list
- I would pick Pilla if I wanted DMs and group chats next to the work, not threaded comments on cards
- I would keep Whale if I needed AI SOP capture, training flows and a knowledge base
- I would look at Process Street if I needed SOP workflows, policy docs and Cora watching the runs
How did we compare them?
I ask the same twelve questions I use on every vs page. For this shortlist I stayed with SOP and process tools. I put Pilla first because that is the product I built. People name Process Street next to Whale when they want the procedures run as workflows, with the policy documents in the same product. Trainual is where people finish the training, sit a quiz, and run company meetings. SweetProcess is where you write the procedures, quiz people, and publish a knowledge base. Tallyfy is where a client finishes their step from a link, and you collect the approval. I left out office task apps, Zapier-style automation, and rota products. I used their public docs, and I have not used a paid account of theirs. Where they stay quiet, I stay quiet.
How do the alternatives compare at a glance?
| Tool | Best for | What you pay for | Price from |
|---|---|---|---|
| Pilla | Operators who want AI to act inside the work | Unlimited users, usage based on workflows | Pay as you go £199 / 1,500 workflows, then 15p. Enterprise from £25k a year. |
| Process Street | Teams that want SOP workflows, policy docs and audit-ready runs | Quote; paid users; 14-day Pro trial | No public software price. Sales quote. |
| Trainual | Teams that want SOP training, knowledge and ops | Seats billed; demo for the price | No public software price. Sales quote. |
| SweetProcess | Teams that want SOP docs, tasks, quizzes and a knowledge base | $99/month for 10 users; extra $5 each | $99 a month for up to 10 users. |
| Tallyfy | Teams that want SOP templates, guests and approvals | Per-seat Full and Light; unlimited guests | Full $300/year or $30/month. Light $100/year or $10/month. |
What is Whale, and why look elsewhere?
Whale holds SOPs, policies and how-tos in one library. You capture a process with a recorder or Alice. You assign the read, the quiz and the checklist. Alice answers from the current card. Checklists tick steps and can take a photo. CoPilot can surface an SOP inside another web tool. They sell Free Forever, Scale, Advance and Enterprise. Login is app.usewhale.io.
People look for a Whale alternative when they want AI inside the run, a visual canvas, DMs next to the work, or they do not want SOP authoring, quizzes and knowledge search from the same vendor. Some stay because that documentation and training suite is the job.
I would keep Whale if I needed AI SOP capture, training flows and a knowledge base. That suite is a fair reason to stay.
Price: Free Forever. Scale $249 a month billed yearly. Advance $499 a month billed yearly. Enterprise on request.
Trial: 14-day Advance trial, then Forever Free. No card.
Why people stay
- SOP capture with Step Recorder, screen recording or Alice
- Training flows, quizzes and a knowledge base
- Checklists with photo proof
- Public Free and Scale prices
Why people look
- I could not find an AI fetch, decision or action step inside a live checklist run
- I could not find DMs or group chat rooms
- I could not find video, audio, file, rating, number, date or GPS fields on a checklist step
- Full API access is Enterprise
- Native recurring checklist assignment is on the roadmap
What are the best Whale alternatives?
1. Pilla
Operators who want AI to act inside the work
I built Pilla so you can turn a process you already know into a workflow on a canvas. Your team runs it on a phone, tablet or the web app. Pilla checks the work as it comes in and follows up when something needs you. You keep the judgement calls. I did not build SOP authoring, quizzes, Alice, shift scheduling, payroll or HR. If you need those, keep them on Whale or another vendor. You can open it the same day. Pay as you go is £199 a month with 1,500 processed workflows included, then 15p each. Enterprise is from £25k a year. People are unlimited. Talk to us to get set up.
“Pilla helps me have a day off knowing that procedures will be followed”
Charles, owner of 11 hospitality sites
Pros
- Visual canvas with branching
- Written, photo and video guidance beside each step
- DMs and group chats next to the work
- MCP server, API and integrations
- Unlimited people, billed on processed workflows
Cons
- I did not build SOP authoring, quizzes or Alice
- You rebuild SOPs on the canvas
- Photos and history stay in Whale unless you move them
- I did not build shift scheduling, payroll or HR
Price: Pay as you go £199 / 1,500 workflows, then 15p. Enterprise from £25k a year.
2. Process Street
Teams that want SOP workflows, policy docs and audit-ready runs
I would look at Process Street when I want SOP workflows, policy docs and audit-ready runs together. You keep policies in Docs, run them as workflows in Ops, and Cora watches the runs. You assign tasks, collect form fields and files, and you can add approvals, automations and an MCP server. Signatures go through DocuSign if you connect it. I could not find DMs or group chats in their help. They quote you. New accounts get a 14-day Pro trial, with no card.
Pros
- Policies in Docs, workflows in Ops, Cora watching runs
- Text, image and video widgets on each task
- Approvals, required fields, AI tasks and Cora flags
- MCP server, REST API, automations and integrations
Cons
- No public software price
- I could not find a visual canvas
- I could not find DMs or group chat rooms
- Users are paid seats. Startup is five users.
Price: No public software price. Sales quote. 14-day Pro trial, no card.
3. Trainual
Teams that want SOP training, knowledge and ops
I would look at Trainual when I want SOP training, a knowledge assistant and company meetings. You document processes and policies as subjects, topics and steps, assign role-based paths, sit tests and collect e-signatures. An AI assistant answers from the library. You can add meetings, goals and scorecards in Operations. I could not find DMs or group chat rooms. I could not find a public software price. Plans are Core, Pro, Premium and Enterprise. You book a demo.
Pros
- SOP training paths, quizzes and e-signatures
- AI assistant on web, mobile and Slack
- Native iPhone and Android app
- MCP server on Premium and Enterprise
Cons
- No public software price
- You pay per seat
- I could not find DMs or group chat rooms
- Trainual says it is not a workflow-execution engine
Price: No public software price. Sales quote. Book a demo.
4. SweetProcess
Teams that want SOP docs, tasks, quizzes and a knowledge base
I would look at SweetProcess when I want SOP docs, quizzes and a knowledge base in one product. You write procedures as step lists, keep policies next to them, and assign them as repeating tasks. SweetAI can draft the first version. Quizzes and a typed sign-off prove a read. I could not find DMs or group chat rooms. I could not find an MCP server. Standard is $99 a month for up to 10 users.
Pros
- SOP docs, assigned tasks, quizzes and a knowledge base
- Text, images and video on each step
- Public Standard price
- 14-day trial, no card
Cons
- You pay per user
- I could not find DMs or group chat rooms
- I could not find an MCP server
- I could not find an AI step inside a live task run
Price: $99 a month for up to 10 users. Extra users $5 a month. 14-day trial, no card.
5. Tallyfy
Teams that want SOP templates, guests and approvals
I would look at Tallyfy when I want the templates, a client finishing their step from a link, and approvals in one process tool. You build a template, launch it, and assign each step to a person, a guest or a connected AI. Clients complete their bit from a link. I could not find a native phone app in the stores. I could not find DMs or group chat rooms. Full is $300 a year or $30 a month. Light is $100 a year or $10 a month.
Pros
- Templates a client can finish from a link, plus approvals
- BYO AI and an MCP server
- Unlimited guests
- Public Full and Light prices
Cons
- You pay per seat
- I could not find a native phone app in the stores
- I could not find DMs or group chat rooms
- I could not find a photo, video, audio, signature, rating or GPS field
Price: Full $300/year or $30/month. Light $100/year or $10/month. 14-day trial.
Which should you pick?
If I needed AI SOP capture, training flows and a knowledge base from one vendor, I would keep Whale. That suite is a fair reason to stay. If I wanted the work drawn on a canvas and AI acting inside the run, with DMs, I would use Pilla, and I would keep SOP authoring and quizzes somewhere else. If the job is SOP workflows, policy docs and audit-ready runs, I would look at Process Street. If the job is SOP training, quizzes and company meetings, I would look at Trainual.
Frequently asked questions
What is the best Whale alternative?
I would pick Pilla if I wanted the floor to follow a process, with the work checked as it comes in. I would keep Whale if I needed AI SOP capture, training flows and a knowledge base. I would look at Process Street for SOP workflows, policy docs and audit-ready runs, Trainual for SOP training, quizzes and company meetings, SweetProcess for SOP docs, quizzes and a knowledge base, and Tallyfy for templates a client can finish from a link, plus approvals.
Does Whale have AI inside checklists?
Alice can draft a checklist and answer questions about the procedure. Checking a run is required steps, photo proof and a log. I could not find an AI fetch, decision or action step inside a live checklist run.
How much do these Whale alternatives cost?
Whale publishes prices. Free Forever is $0. Scale is $249 a month billed yearly. Advance is $499 a month billed yearly. Extra creators cost more. Members are unlimited on paid plans. Enterprise is a quote. New accounts get a 14-day Advance trial, then Forever Free, with no card. Pilla is Pay as you go at £199 a month with 1,500 processed workflows, then 15p each. Enterprise is from £25k a year. People are unlimited. Process Street and Trainual quote you. SweetProcess publishes Standard from $99 a month for 10 users. Tallyfy publishes Full and Light per seat.
Does switching from Whale replace SOP authoring, quizzes and Alice?
No. I did not build Pilla as an SOP knowledge base with quizzes. If you need Step Recorder, training flows and Alice, keep those on Whale or another product. Trainual and SweetProcess also sell SOP libraries and quizzes. Process Street sells policy docs and workflow runs. Tallyfy sells knowledge-only SOP templates.
How did you pick this shortlist?
I stayed with SOP and process tools and used the same twelve questions I use on every vs page. I left out office task apps, Zapier-style automation, and rota products. The deep tables live on the vs pages linked from each name.
Where did these facts come from?
Whale and peer claims on this page come from their own public docs. Pilla claims come from the current product.
- Whale homepage
- Whale pricing
- Whale machine-readable pricing
- Whale checklists
- Alice AI assistant
- Cards vs checklists
- Whale comments
- Whale integrations and MCP
- Getting started with Whale API
- Whale trial
- Process Street pricing
- Process Street form fields
- Trainual pricing
- What Trainual is
- SweetProcess pricing
- How to create a procedure
- Tallyfy pricing
- Tallyfy form field types
- Pilla pricing
Pilla is AI work management for deskless teams. Talk to us or visit Whale.
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