Process Street vs Whale (2026): SOP workflows and audit-ready runs, or AI SOP capture and training
I wrote this because I keep getting asked how Process Street and Whale compare. I ran restaurants for years. I know the job: you want the floor to do the work without you chasing every check.
Process Street is a compliance operations platform. 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.
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.
I would keep Process Street when I want SOP workflows, policy docs and audit-ready runs together. I would keep Whale when I want AI SOP capture, training and a knowledge base. I would pick Pilla when I want AI to act inside the work.
How did we compare them?
I ask the same twelve questions on every comparison. For Process Street I went back to help and the live pricing page. For Whale I went back to help, product pages and live pricing. I read those public docs on 16 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 16 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, then with Whale's cards versus checklists, Alice, the mobile app, checklists, live pricing and the MCP and API articles. I have not lived in a paid Process Street or Whale account for this write-up. I am telling you what their docs say.
What should you take away?
- I would keep Process Street if I needed SOP workflows, policy docs and audit-ready runs from one product
- I would keep Whale if I needed AI SOP capture, training flows and a knowledge base
- I would pick Pilla if I wanted the floor to follow the process without me chasing every check
- I would pick Pilla if I wanted the work checked as it comes in, and followed up when something needs me
How do Process Street and Whale compare?
| Capability | Process Street | Whale |
|---|---|---|
| Core job | Compliance operations platform for SOP workflows | AI SOP platform for documentation and training |
| Design the work | Reusable workflows with conditional logic | Cards, playbooks and linear checklists |
| Provide guidance | Text, image and video widgets on each task | Written, photo and video on SOP cards and checklists |
| Run the work | iPhone and Android apps plus the web app | Phone, tablet, or web app |
| Capture evidence | Files and photos via upload; numbers, dates, checklists | Photos and ticks; signatures on Advance |
| Check the work | Approvals, required fields, AI tasks and Cora flags | Required steps, photo proof and quizzes |
| Follow up | Approval rejects, custom notifications and Cora risk flags | Overdue nudges and report follow-up |
| Talk to the team | Task comments, @mentions and Slack or Teams apps | Threaded comments on cards |
| Connect other software | MCP server, REST API, automations and integrations | MCP server, Zapier, Slack; API on Enterprise |
| See what happened | Workflow runs, form fields, analytics and CSV | Checklist runs, photos, reads, quizzes, CSV |
| What you pay for | Quote; paid users; 14-day Pro trial | Creators billed; unlimited members claimed |
| Best for | Teams that want SOP workflows, policy docs and audit proof | Teams that want AI SOP capture, training and knowledge search |
Process Street sells SOP workflows inside a compliance operations platform. Whale sells AI SOP software for documentation and training. They overlap on SOPs, checklists and proof. They split on policy docs, approvals and audit-ready runs versus capture, training flows and a knowledge base. I built Pilla for a different job: AI acting inside the run.
What is Process Street, and when should you keep it?
Process Street holds policies and SOPs in Docs and runs them as assigned workflows in Ops. You prove the work with form fields, files, timestamps and human approvals. Cora flags skipped steps and overdue tasks. You keep version history and exportable run records. You can add acknowledgments, DocuSign, automations and an MCP server.
I would keep Process Street if I needed SOP workflows, policy docs and audit-ready runs from one product. That suite is a fair reason to stay.
Price: No public software price. Sales quote.
Trial: 14-day Pro trial, no card. Signup on their web app.
Why people stay on Process Street
- SOP workflows, policy docs and Cora in one product
- Approvals, required fields and scheduled runs
- MCP server and a REST API
- Version history and exportable run records
Why people look
- No public software price
- I could not find DMs or group chats
- I could not find a visual canvas
- Signatures go through DocuSign
- Startup is five paid users
What is Whale, and when should you keep it?
Whale holds SOPs, policies and how-tos in one library. You capture a process with a step recorder, a screen recording or Alice. You assign the read, the quiz and the checklist. Checklists tick steps and can take a photo. Alice answers from the current card. CoPilot can surface an SOP inside another web tool.
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 on Whale
- Step Recorder, screen recording and Alice capture
- Training flows, quizzes and Alice answers
- Public prices and a Forever Free plan
- Checklists with photo proof on a phone
Why people look
- I could not find an AI step inside a live checklist run
- I could not find DMs or group chats
- I could not find a visual canvas
- Full API access is Enterprise
- Recurring native checklist assignment is still on their roadmap
When is Pilla the third option?
If the job is SOP workflows, policy docs and audit-ready runs, keep Process Street. If the job is AI SOP capture, training flows and a knowledge base, keep Whale. I built Pilla for a different job. You draw the process on a canvas. The 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. I did not build a policy library, acknowledgments, Step Recorder, quizzes or Alice. If you need those, keep them on Process Street, Whale or another vendor. You can open Pilla 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
Which should you pick?
I would keep Process Street if I needed SOP workflows, policy docs and audit-ready runs from one product. I would keep Whale if I needed AI SOP capture, training flows and a knowledge base. 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 policy docs, acknowledgments, SOP authoring and quizzes somewhere else.
Frequently asked questions
Is Process Street the same as Whale?
No. They overlap on SOPs, checklists and proof. Process Street is built around SOP workflows, policy docs and audit-ready runs, and they quote you. Whale is built around AI SOP capture, training flows and a knowledge base, and they publish prices.
How much do Process Street and Whale cost?
Process Street quotes you. I could not find a public software price. Startup is five users. New accounts get a 14-day Pro trial, with no card. 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. Enterprise is a quote. Whale bills the people who write SOPs. I could not find one consistent public claim on whether paid plans cap members. Pilla is Starter at £49 a month with 500 processed workflows, and Pro at £99 with 1,000. People are unlimited.
Does Process Street or Whale put AI inside a live run?
Process Street has an AI task that can generate, summarise, translate or classify text during a run. A code task can call an API. Cora flags skipped or overdue work. Ops says Cora can fill forms and take action inside processes. AI tasks do not browse the web. On Whale, 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 Whale checklist run.
Can staff chat in Process Street or Whale?
Process Street comments sit on a task or a run, with @mentions and a comments inbox. Slack and Teams apps carry notifications and approvals. Whale comments sit on a card. Mentions can ping Slack, Teams or email. I could not find DMs or group chat rooms in either product.
What evidence can Process Street and Whale capture?
A Process Street task can take a file upload, including images, plus numbers, dates, dropdowns, multi-choice, tables and text. Tasks tick off. Signatures go through DocuSign. I could not find a native signature pad, a rating field, an audio note or a GPS field. The video widget is guidance. A Whale checklist step can take a tick and a required photo, with who and when on the run. Advance help lists an electronic signature as proof of completion. Read assignments take an acknowledgement click. I could not find a video, audio, file, rating, number, date or GPS field on a Whale checklist step.
Where does Pilla fit if I am comparing Process Street and Whale?
I would pick Pilla if I wanted the floor to follow a process, with the work checked as it comes in. I would not switch expecting Pilla to take over policy docs, acknowledgments, Step Recorder, quizzes or Alice. The deep tables live on Pilla vs Process Street and Pilla vs Whale.
Where did these facts come from?
Process Street and Whale claims on this page come from their own public docs. Pilla claims come from the current product.
- Process Street homepage
- Process Street form fields
- Conditional logic in workflows
- Text widget
- Image widget
- Video widget
- AI Tasks
- Comments
- Process Street MCP server
- Process Street pricing
- Process Street approvals
- DocuSign in Process Street
- 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
- Pilla pricing
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