Review · Operations
Process Street review
A compliance operations platform for documents, policy control and workflow automation, with an AI compliance agent.
By the TopToolAdvisor research desk · Updated November 9, 2026
- Features (35%)
- 9.0
- Ease of use (35%)
- 7.8
- Value (30%)
- 7.0
Process Street has grown from a checklist app into a compliance operations platform, with Docs for document management and policy control, Ops for workflow automation and an AI agent called Cora for compliance and risk work. For SOPs, the core is a workflow that can include form fields, rich media, conditional logic, approvals, enforced task order, dynamic due dates and role assignments. Automations connect to Zapier, Power Automate, Tray.io and Make, and security covers SOC 2 Type 2, HIPAA, SAML SSO and SCIM. That makes it a strong choice for regulated teams in financial services, healthcare or manufacturing. For a typical growing team it is harder to justify: every plan is sold through sales with no published price, setup takes more work than a document library, and the Startup plan is limited to 5 users and 10 guests. It ranks lower here on ease of use and value, not on depth.
Who it is for
Regulated teams that need SOPs, approvals and audit-ready workflows with strong security controls.
Price
See vendor pricing (USD check pending).
US price check pending. See the vendor pricing page.
Key features
- Unlimited workflows, tasks, forms and pages
- Conditional logic, approvals, enforced task order and dynamic due dates
- Automations with Zapier, Power Automate, Make and a public API
- Docs for document management and policy control
- SOC 2 Type 2, HIPAA, SAML SSO and SCIM provisioning
Strengths and weaknesses
- Strength: Approvals and enforced task order suit regulated work
- Strength: Startup plan for companies under 15 employees and $2 million revenue
- Strength: iOS, Android, Slack and Microsoft Teams apps
- Weakness: All plans are sold through sales, with no public prices
- Weakness: Startup plan is limited to 5 users and 10 guests
- Weakness: More setup than a simple SOP library
Key facts
- Free trial: 14 days on Pro, no credit card required
- Plans: Startup, Pro and Enterprise
- Billing: Credit cards charged in USD, invoicing on Pro and Enterprise
- Customers: 3000+ companies, per Process Street
Where it ranks
Process Street is No. 8 in our Best SOP Software verdict.
Alternatives we scored
- Whale8.6
- Trainual8.5
- Waybook8.5
- SweetProcess8.4
Visit process.st · Questions or corrections: editorial@toptooladvisor.com