SOP software
Document SOPs faster.
Train your team better.
The #1 SOP platform for teams to document, share and manage their standard operating procedures.
- 4.8/5 on G2
- SOC 2 certified
Here’s how to submit an expense report:
The #1 SOP platform
that helps standardize your way of work
Whale is an AI-powered platform that makes it easy to capture, share, and manage better process documentation, all in one place and in record time.
Capture any process in minutes
Save time and rely on a wide range of AI-powered tools to capture your every process into great-looking documentation that’s easy to follow.
Start Documenting
Eliminate repetitive questions
Deliver instant answers wherever your team works with Whale’s browser extension, mobile app, and AI-powered chat assistant.
Start Sharing
Clone your best employees
Capture expertise once and help your new hires ramp faster with role based training flows and quizzes generated directly from your documented knowledge in Whale.
Start TrainingCentralize knowledge in one verified place
Eliminate outdated documentation with one centralized place for approved, reviewed and up-to-date processes.
Start Managing
Use cases
Empower your team for every operational challenge
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Document processes & SOPs Turn tribal knowledge into clear, versioned procedures your whole team can follow. -
Train AI Agents Trigger the right training and tasks automatically when key events happen on your team. -
Onboard & train your team Ramp new hires in days, not weeks, with guided training tracks and built-in verification. -
Roll out new software Drive adoption of every new tool with step-by-step guides that meet people in the flow of work. -
Centralize your knowledge One searchable source of truth, so answers live in Whale instead of someone’s inbox. -
Ensure compliance Track who has read and understood every policy, with audit-ready records on demand.
Alice AI
Discover Whale AI
Help your teams move faster by automating the work behind documenting processes and delivering guidance exactly where employees need it.
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Import Docs
Your imported documents are automatically converted into an editable Whale card, preserving the structure and layout of the original file
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Write SOPs
Use the Whale AI writing assistant to create detailed procedures in minutes
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Find answers
Alice is trained on your documented knowledge in Whale and can help answer any questions you have
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Create quizzes
Choose how many questions and answers you want Alice to generate based on your content in Whale
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Generate insights
Alice identifies who is excelling by analyzing the highest assignment completion rates and the total number of completed tasks
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Score SOPs
Alice checks every SOP in Whale for missing steps and outdated details, then flags the ones that need a review
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Get recommendations
Alice reviews your content in Whale and recommends what to document next based on the questions your team keeps asking
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Add voiceovers
Alice generates natural-sounding voiceovers for your Whale guides without you recording any audio yourself
Customer stories
Success stories
Real results for teams small and big.
How TurnUp gets new hires working from day one
TurnUp
Read the story →: How TurnUp gets new hires working from day one
How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
Wolfe Ridge Manufacturing
Read the story →: How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
How Cash-Wa Direct cut training time in half with a system that tracks comprehension
CashWa Direct
How Aurora Medical Spa trains its team across 7 locations
Aurora Medical Spa
How Oxygen Service Company finally mastered the EOS process component
Oxygen Service Company
How Image Solutions aligned a 100-person team on processes and kept them engaged
Image Solutions
Why teams choose Whale
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Rated ‘Best support’
The best support
Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.
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Rated ‘Easiest to use’
Easy to use
Clients switch from other providers to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.
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Rated ‘High performer’
High performance
We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.
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.
Integrations
Whale works where you do.
Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.
See our Integrations
Frequently asked questions
Book a Demo01 What is Whale SOP Software?
Whale is an AI-powered SOP and training platform that helps teams document standard operating procedures, organize knowledge, and train employees faster.
It connects teams to standard operating procedures in real-time.
02 Why do companies use Whale?
Companies use Whale to:
- centralize process documentation
- onboard and train their teams faster
- ensure compliance within their companies
In short, “Whale helps companies document their SOPs faster and train their team better.”
03 Is my company data safe on Whale?
Yes, Whale is SOC 2 certified, GDPR compliant and is HIPAA ready. That means your company data remains safe and confidential.
04 How does Whale differ from standard tools like Google Docs?
- Google Docs create static, scattered text files that people rarely read, while Whale actively integrates into your daily workflows via a web app and browser extension.
- It automates onboarding by turning SOPs into structured training journeys and quizzes.
05 What industries does Whale serve?
Whale serves most industries including financial services, manufacturing, retail, construction and IT services.
06 Does Whale integrate with our existing software tools?
Yes, it connects directly with CRM and productivity platforms. It works natively with HubSpot, Salesforce, Slack, Microsoft Teams, and Gmail. The CoPilot browser extension surfaces specific guides right inside those tools.
Whale’s Chrome extension allows you to integrate Whale with the apps in which you work.
07 What brands use Whale?
Brands that have implemented Whale include Nespresso, Johnstone Supply, Rihm Family Companies, Oxygen Service Companies, Harvard Business School and more.
08 How easy is it to get Whale up and running?
With our expertise, best practices and industry-specific templates, getting started with Whale is simple. Need help? Reach out to our dedicated customer success team.