Best SOP software (2026)
I wrote this because I keep getting asked what to use for SOP software. I ran restaurants for years. I know the job: you want the floor to do the work without you chasing every check.
SOP software is the playbook. You write the process, train people on it, or run it as assigned work. I left out office task apps, warehouse management systems, and field service dispatch. Those are different jobs.
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.
I would pick Pilla when I want AI to act inside the work. I would pick Process Street when I want SOP workflows, policy docs and audit-ready runs together. I would pick Tallyfy when I want SOP templates, guest clients and approvals. I would pick Trainual when I want SOP training, quizzes and a knowledge assistant. I would pick Whale when I want AI SOP capture, training and a knowledge base.
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, not because it wins every job. Process Street is SOP workflows, policy docs and audit-ready runs. Tallyfy is SOP templates, guests and approvals. Trainual is SOP training, knowledge and company ops. Whale is AI SOP capture, training and knowledge search. I left out office task apps, Zapier-style automation, rota products, warehouse management and field service dispatch. I read their public docs on 17 September 2026. Where they stay quiet, I stay quiet.
I am Liam Jones. I founded Pilla after more than ten years running hospitality operations, food safety and frontline teams. On 17 September 2026 I sat with Process Street's form fields, text, image and video widgets, AI tasks, comments, the MCP server and the live pricing page, Tallyfy templates, form fields, BYO AI, the MCP server, guests, comments and pricing, Trainual subjects and steps, checklists, tests, e-signatures, the AI assistant, the MCP server and the live pricing page, and Whale cards versus checklists, Alice, checklists, comments, pricing.md and the live pricing page. I have not lived in a paid Process Street, Tallyfy, Trainual or Whale account for this write-up. I am telling you what their docs say.
What should you take away?
- I would pick Pilla if I wanted a process I already know drawn on a canvas, with branching, not an SOP template, recording or training path
- I would pick Pilla if I wanted DMs and group chats next to the work, not task comments and Slack or Teams
- I would pick Process Street if I needed SOP workflows, policy docs and audit-ready runs from one product
- I would pick Trainual if I needed SOP training, quizzes and a knowledge assistant from one vendor
How do they compare at a glance?
| Tool | Best for | What you pay for | Honest limitation | Price from |
|---|---|---|---|---|
| Pilla | Operators who want AI to act inside the work | Unlimited users, usage based on workflows | Not a policy library, guest SOP suite or training LMS | Starter £49 / 500 workflows. Pro £99 / 1,000. |
| Process Street | Teams that want SOP workflows, policy docs and audit proof | Quote; paid users; 14-day Pro trial | No public software price. I could not find DMs or group chats | No public software price. Sales quote. |
| Tallyfy | Teams that want SOP templates, guests and approvals | Per-seat Full and Light; unlimited guests | You pay per seat. I could not find DMs or group chats | Full $300/year or $30/month. Light $100/year or $10/month. |
| Trainual | Teams that want SOP training, knowledge and ops | Seats billed; demo for the price | No public software price. Not a workflow-execution engine | No public software price. Sales quote. |
| Whale | Teams that want AI SOP capture, training and knowledge search | Creators billed; extra creators cost more | I could not find an AI step inside a live checklist run | Free Forever $0. Scale $249/month yearly. |
I built Pilla for AI work management on the floor. Process Street, Tallyfy, Trainual and Whale are better when the remaining job is audit-ready SOP runs, guest process links, training paths, or SOP capture and knowledge search. None of them is a clone of the others.
Which tool is best for which job?
1. Pilla: Best for Operators who want AI to act inside the work
Not a policy library, guest SOP suite or training LMS
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 a policy library, guest SOP links, quizzes or a training LMS. If you need those, keep them on Process Street, Tallyfy, Trainual, Whale or another vendor. You can open it the same day. Starter is £49 a month with 500 processed workflows. Pro is £99 with 1,000, and adds AI automations inside Pilla. Every new account gets a 14-day trial of every Pro feature, with no card. People are unlimited.
“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
- Not a policy library or acknowledgments product
- No guest SOP links or quizzes
- You rebuild SOPs on the canvas
Price: Starter £49 / 500 workflows. Pro £99 / 1,000. 14-day Pro trial, no card.
2. Process Street: Best for Teams that want SOP workflows, policy docs and audit proof
No public software price. I could not find DMs or group chats
I would pick Process Street when the job is SOP workflows, policy docs and audit-ready runs from one product. Docs holds policies. Ops runs them as assigned workflows. Cora watches the runs. You collect form fields and files, force order with stop tasks, and get a human approval. AI Tasks generate or classify text during a run. They do not browse the web. Signatures go through DocuSign. They quote you.
Pros
- Docs, Ops and Cora in one product
- Text, image and video widgets on each task
- MCP server and REST API
- 14-day Pro trial, no card
Cons
- No public software price
- I could not find DMs or group chats
- I could not find a visual canvas
- Signatures go through DocuSign
Price: No public software price. Sales quote. 14-day Pro trial, no card.
3. Tallyfy: Best for Teams that want SOP templates, guests and approvals
You pay per seat. I could not find DMs or group chats
I would pick Tallyfy when the job is SOP templates, guest clients 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. Approvals and an activity log sit in the process. Their device article says it is a responsive web app, with no separate app in the stores. Full is $300 a year or $30 a month. Light is $100 a year or $10 a month.
Pros
- Public Full and Light prices
- Unlimited guests
- MCP server, API and webhooks
- SSO and SCIM on every paid plan
Cons
- You pay per seat
- I could not find DMs or group chats
- I could not find a visual canvas
- I could not find a native mobile app
Price: Full $300/year or $30/month. Light $100/year or $10/month. 14-day trial.
4. Trainual: Best for Teams that want SOP training, knowledge and ops
No public software price. Not a workflow-execution engine
I would pick Trainual when the job is SOP training, quizzes and a knowledge assistant from one vendor. You write processes 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. Trainual's own comparison says it is not a workflow-execution engine. They quote you. Implementation is listed as a $1,000 one-time fee.
Pros
- Subjects, training paths and quizzes
- AI assistant from the library
- E-signatures on Pro and above
- MCP on Premium and Enterprise
Cons
- No public software price
- Not a workflow-execution engine
- I could not find DMs or group chats
- Implementation listed as $1,000
Price: No public software price. Sales quote. $1,000 implementation. Book a demo.
5. Whale: Best for Teams that want AI SOP capture, training and knowledge search
I could not find an AI step inside a live checklist run
I would pick Whale when the job is AI SOP capture, training and a knowledge base. This is usewhale.io, not Triple Whale. You capture a process with 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. Scale is $249 a month billed yearly. Advance is $499 a month billed yearly. pricing.md says members are unlimited on paid plans. The live pricing FAQ says members are limited. I treated that as unclear.
Pros
- Public Free, Scale and Advance prices
- Step Recorder and Alice
- Checklists with photo proof
- MCP documented on the integrations page
Cons
- I could not find an AI step inside a live checklist run
- I could not find DMs or group chats
- Full API is Enterprise
- Member caps on Scale and Advance are unclear
Price: Free Forever $0. Scale $249 a month billed yearly. Advance $499 a month billed yearly. 14-day Advance trial, then Forever Free, no card.
How should you choose?
If you need SOP workflows, policy docs and audit-ready runs from one vendor, pick Process Street. If you need SOP templates, guest clients and approvals, pick Tallyfy. If you need SOP training, quizzes and company meetings, pick Trainual. If you need AI SOP capture, training flows and a knowledge base, pick Whale. If you want the work drawn on a canvas and AI acting inside the run, with DMs and MCP, I would use Pilla, and I would keep policy libraries, guest SOP runs, quizzes and SOP authoring somewhere else.
Which should you pick?
SOP software does not need one winner. It needs the tool that matches the remaining job. I would pick Pilla when I want the floor to follow the process without me chasing every check. I would pick the others when audit-ready SOP runs, guest process links, training paths, or SOP capture and knowledge search is the job.
Frequently asked questions
What is the best SOP software?
I would pick Pilla if I wanted the floor to follow a process, with the work checked as it comes in. I would pick Process Street if I needed SOP workflows, policy docs and audit-ready runs. I would pick Tallyfy for guest clients and approvals, Trainual for SOP training and quizzes, and Whale for SOP capture and a knowledge base.
Is SOP software the same as a training platform?
Trainual and Whale sell training paths, quizzes and a knowledge assistant as part of the SOP job. Process Street and Tallyfy sell running the process as assigned work. I did not split training into a second URL. If the remaining job is training paths and quizzes, pick Trainual.
Does SOP software replace work on the floor?
Not on its own. Process Street and Tallyfy run assigned SOP workflows. Trainual and Whale hold the playbook and prove the read or the quiz. I built Pilla so the team can run a process you already know on a phone, tablet or the web app, with the work checked as it comes in.
How much do these tools cost?
Pilla is Starter at £49 a month with 500 processed workflows, and Pro at £99 with 1,000. People are unlimited. Tallyfy publishes Full and Light per seat. Whale publishes Free Forever, Scale and Advance. Process Street and Trainual quote you. Trainual lists a $1,000 implementation fee.
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 read public docs on 17 September 2026. I left out office task apps, Zapier-style automation, rota products, warehouse management and field service dispatch. The deep tables live on the vs pages linked from each name.
Where did these facts come from?
Vendor claims on this page come from their own public docs. Pilla claims come from the current product.
- Process Street homepage
- Process Street pricing
- Process Street form fields
- Process Street AI Tasks
- Tallyfy homepage
- Tallyfy pricing
- Tallyfy form field types
- Tallyfy on mobile devices
- Trainual homepage
- Trainual pricing
- What Trainual is and what it is not
- Trainual vs SweetProcess vs Process Street
- Whale homepage
- Whale pricing
- Whale machine-readable pricing
- Whale checklists
- Pilla pricing
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