Whale review

Whale ranks first because it covers the whole job a growing team has: capture a process, turn it into an SOP, train people on it and check they understood. You can record your screen or upload a video and let Whale convert it into a written guide, import PDF and Word files, or start from more than 100 templates. Checklists can be opened from QR codes on the workfloor, and read assignments come with due dates. The Scale plan adds unlimited documentation, five training flows, 15 quizzes, PDF and Word export and access through Whale MCP. Coral, the built-in AI assistant, answers questions from your SOPs, and asking it does not use AI credits. The catch is the price ladder: after the free plan, Scale costs $299 per month billed yearly with 3 creators, and e-signatures, AI voiceovers and enforced SSO require Advance at $599. Approval flows sit on Enterprise.

Who it is for

Growing teams that want to document every process and onboard new hires from the same tool.

Price

Free plan; paid from $299 per month billed yearly with 3 creators included.

Scale For a team putting every process in one place. $299 /mo billed yearly
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Screen recorder, video-to-SOP converter and AI SOP writer
• Checklists with QR codes for the workfloor and read assignments with due dates
• Training flows per team and role, with AI-generated knowledge quizzes
• Coral AI assistant that searches across your SOPs
• CoPilot browser extension, mobile access, Slack and Zapier

Strengths and weaknesses

• Strength: Free plan for 1 creator and up to 10 members to test on real processes
• Strength: SOPs, checklists and training live in one workspace
• Strength: Unlimited documentation from the first paid plan
• Weakness: Paid plans start at $299 per month, a big step from free
• Weakness: E-signatures and video editing need the $599 Advance plan
• Weakness: Approval flows, SCIM and API access are Enterprise only

Key facts

• Free plan: Yes, 1 creator and up to 10 members
• Extra creators: $29 per month billed yearly on Scale
• Templates: 100+ SOP and process templates
• Security: SOC 2 certified, hosting in the EU or US

Where it ranks

Whale is No. 1 in our Best SOP Software verdict.