Whale review
A free SOP workspace with training, quizzes, tracking, and AI-assisted search.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Whale is a web-based platform for documenting standard operating procedures, organizing company knowledge, and training employees. It suits teams that need to turn process knowledge into visual guides, checklists, read assignments, training flows, and quizzes. Access spans web, iOS, Android, a Chrome extension, and an API, giving employees several ways to find and complete assigned material. Mobile apps and completion tracking also support onboarding and ongoing training across teams.
The plan structure makes Whale accessible for smaller teams, but the paid tiers are workspace-level monthly prices billed annually rather than per-user prices. Free Forever includes 10 members, 1 creator, AI-assisted documentation, Step Recorder, Screen Recorder, and Checklists. Scale costs $249 per month billed annually and adds 3 creators, secure authenticated access, conversational AI search, unlimited documentation, training flows, and AI quizzes. Advance costs $499 per month billed annually and adds 5 creators, video editing, AI voiceovers, export analytics, granular permissions, and e-signatures. Enterprise adds unlimited members, approval flows, SCIM user provisioning, HRIS integrations, API access, and professional services.
Whale’s strongest fit is for organizations that want documentation and employee training in one system. Its AI features support documentation, search, and quiz creation, while analytics show completion by person, team, and flow. Integrations include ADP, BambooHR, Paycom, Paycor, Azure AD, Google Drive, Slack, Salesforce, HubSpot, Asana, ClickUp, monday.com, OneDrive, Intercom, and Smartsheet. Teams needing e-signatures, granular permissions, or export analytics must move to Advance, while approval workflows and SCIM provisioning are Enterprise features. Choose Whale for training-led SOP management and broad platform access; consider an alternative if verified versioning and approval controls are central requirements.
Whale pros and cons
- Where it wins
- Free plan includes AI documentation, recordings, and checklists
- Training flows, quizzes, assignments, and completion tracking
- Web, mobile, Chrome extension, API, and HRIS integrations
- Where it doesn't
- Paid plans start at $249 monthly when billed annually
- Approval Flows are listed only on the Enterprise plan
- Verified versioning controls are limited
Whale fact sheet, pricing and score →
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