SOP software
Your team’s know-how.
Ready for everyone to use.
Capture processes with AI, train your team, and give people clear steps to follow.
No credit card required.
- 4.8/5 on G2
- SOC 2 certified
Here’s how to submit an expense report:
The problem
Your best people shouldn’t have to
explain everything twice
When processes live in people’s heads, every new hire and repeat question pulls experienced people away from their work.
In people’s heads: The same question, asked again
In Whale: One current version of every SOP
In people’s heads: Whoever trained you, that’s the version
In Whale: An owner and a review date
In people’s heads: Notes in a shared drive nobody opens
In Whale: Training assigned by role
In people’s heads: New hires waiting for an expert
In Whale: Answers straight from the SOP
Turn the way you work into a clear SOP
Record a process or upload an existing video. Whale turns it into steps your team can review, edit, and share.
- Record your screen or upload a video of the job
- Whale writes the steps for you to review
- Bring in the documents you already have
- Edit, assign and share every SOP
Give every new hire a clear place to start
Build training around the procedures people need for their role. Assign it, check understanding, and see where someone needs help.
- Build a path once per role or team
- Check understanding with quizzes
- See who has finished and what is overdue
- Reminders until training is done
Alice AI
Meet Alice, the AI that knows
how your company works
Alice is the AI assistant inside Whale. It works from your own SOPs and org chart, and builds content as well as finding it.
Answers with sources
Ask in plain language and follow up. Answers come from your workspace, with a link to the source.
Knows your org chart
Ask who owns a process, who reports to whom or which team handles what.
Creates for you
SOPs, checklists, step-by-step guides and quizzes, plus whole boards, libraries and playbooks when your permissions allow.
Brings in what you have
Turns PDF and Word files into SOPs, and videos into step-by-step guides.
Remembers how you work
Keeps your preferences and context, and you can see or delete every memory.
Whale MCP
Connect Claude, OpenAI or Gemini to search and build your SOPs, within your Whale permissions. Alice also works with Microsoft Teams, Slack and Notion.
Everything else
your SOPs need
Search
Find any procedure in seconds, even without knowing its name.
Checklists
Standard checklists with photo proof and a timestamp on every run.
Quizzes
Check what people learned, with questions AI drafts from your content.
Assignments
Assign any SOP with a due date and see who has finished it.
Version history
Every edit is saved. Compare versions and restore one in a click.
Review reminders
Set a review date and Whale reminds the owner when it is due.
Links and QR codes
Share a secure link or QR code, no Whale account needed.
Analytics
See what gets read, what gets searched, and what people cannot find.
In their own words
What teams say
after the rollout
What changed once their procedures became training people finish and processes that stay current.
Before Whale
No way to tell who read, finished or understood it
With Whale
Onboarding time cut in half
Before Whale
Hard to tell if training landed
With Whale
Training goes out as people hit each milestone
Before Whale
Processes kept going out of date
With Whale
Processes no longer go out of date
Use cases
Clear processes for
every part of the business
SOP and process documentationRecord a process or upload a video, and Whale writes the steps for you to review.
Train AI agentsConnect your own AI tools to the same approved procedures your team works from.
Employee training and onboardingGive new hires a clear path through their first weeks, assigned by role.
Roll out new softwarePut step-by-step instructions alongside unfamiliar tools.
Process compliance and operationsHelp teams follow the same procedure across shifts and locations.
Security
Security your IT team
can sign off on
What IT asks about before a rollout, answered.
SOC 2 certified
How your procedures and records are stored and protected is independently audited.
Granular permissions and enforced SSO
Available from the Advance plan, so access control matches how your organisation is already set up.
GDPR aligned
EU and UK data rights documented in the Whale Trust Center.
Your data, your region
Hosted in the US or the EU, whichever you choose.
Enterprise agreements
A BAA is signed on request on the Enterprise plan.
Start free.
Scale when you’re ready.
Creators build workflows. Members use them.
Free
For everyone looking to explore the Whale platform.
$0Free forever
Start for FreeScale
For smaller teams looking to document and share process documentation within minutes.
$249per month, billed yearly
Book a DemoMost popular
Advance
For growing teams looking to onboard and train their teams quickly and efficiently.
$499per month, billed yearly
Book a DemoEnterprise
For larger teams looking to operate with maximum scalability, security and control.
CustomBilled yearly
Book a Demo
Extra creators: $29/mo on Scale, $39/mo on Advance.
Questions teams ask
before they start
Book a Demo01How do we bring existing procedures into Whale?
Upload the documents and videos you already have and Whale turns them into SOPs your team can edit and assign. Most teams start with the procedures new people ask about most.
02How does Whale turn a recording into an SOP?
Record your screen or upload a video of the job, and Whale writes the steps for you to review.
03Can we assign training by role or team?
Yes. Build a path once per role or team, assign it, and Whale tracks who has finished and what is overdue.
04How can employees access procedures on mobile?
On their own phone or a shared kiosk. A QR code at the machine opens the current version.
05How do permissions and process reviews work?
Each procedure has an owner, a review date and a version history. Granular permissions and enforced SSO are available from the Advance plan.
06Is there a free plan?
Yes. Free is free forever for 10 members and 1 creator, with no credit card needed.
Give your team
a clear way to work
See how Whale helps you capture processes, train people, and make answers easy to find.
SOC 2 certifiedCertified
GDPR compliantCompliant