SOPCompass vs Whale
Whale combines SOP writing, a step recorder that captures processes as you work, and training flows with AI quizzes, with a free plan to start. Here is how it compares with SOPCompass so you can pick the one that fits how your team works.
SOPCompass is AI SOP software from Ironbridge AI Advisory that interviews you by text or voice to write standard operating procedures, organizes them into Company plus five business pillars, and gets them followed with assignments and cited answers. Whale is an AI-powered SOP, process documentation and employee training platform for documenting how work gets done, training teams on it and answering questions from your own knowledge.
At a glance
| Compared on | SOPCompass | Whale |
|---|---|---|
| How SOPs get created | Build with AI interviews you by text or voice and drafts the SOP. The SOPCompass Capture Chrome extension turns clicks in any web app into steps with screenshots. A screen recording or uploaded video becomes a step-by-step guide that keeps the video. Also imports Word, PDF, Markdown and audio. | AI SOP Writer drafts from a prompt. Step Recorder captures a process as you work and produces a video, annotated screenshots and a written guide. Also converts uploaded videos to SOPs and imports PDF and Word files. AI features use monthly AI credits. |
| How SOPs are organized | Fixed structure: Company plus five business pillars (Lead Acquisition, Lead Nurture, Sales Execution, Fulfillment & Delivery, Retention), each SOP tagged by department. | Boards (one per team or function), with libraries and playbooks inside them, plus tags. You design the structure. |
| Assignments and read tracking | Assign SOPs with due dates and email notices; track who completed what. Add a quiz to any SOP and require a pass before an assignment counts as done. Mark an SOP as a policy to collect typed-name sign-offs. Follow-along reader for step-by-step work. | Read assignments with due dates to a person, role or user group, with completion tracked per step. Training flows sequence playbooks, videos and quizzes. |
| Who you pay for | Pay for editors only. Unlimited viewers on every plan. | Priced by creators (people who build and edit). Scale includes 3, Advance 5; extra creators cost $29 or $39 per creator per month. Whale’s pricing file lists unlimited members (viewers) on paid plans. |
| Free trial or free plan | 14-day free trial on Team and Business. No free plan. | Free plan: 1 creator and up to 10 members, with a trial of Whale AI. |
| Published pricing | Published: Team $99/mo or $990/yr, Business $249/mo or $2,490/yr (yearly is 2 months free). Enterprise custom. | Published: Scale $249/mo and Advance $499/mo billed yearly ($399 and $799 billed monthly). Enterprise on request, yearly only. |
| Quizzes and tests | A quiz on any SOP, on every plan (multiple choice and true or false). Editors write the questions or have AI draft them for approval, and set a pass mark. Scored on the server, so the answers stay hidden until someone passes. Can be required before an assignment counts as done, and editors see each person’s results. No training paths or courses. | AI-generated knowledge quizzes: 1 on Free, 15 on Scale, unlimited on Advance and Enterprise. |
| Export | Every plan: Print or Save as PDF, and Download as Word (.docx) with screenshots, for any SOP. Embed an SOP in Notion, Confluence, a help desk or a website with an iframe that resizes itself and stops working when its share link is revoked. No HTML or Markdown export. | Exports SOPs to PDF and Word on paid plans. |
| Integrations and API | REST API with API keys on Business (SOPs, search, people and assignments), usable from Zapier through Webhooks by Zapier, or from Make or n8n. No native Zapier app and no outgoing webhooks. | Lists Zapier and Slack integrations. |
Pricing
Whale pricing as published on their site, checked September 2026.Prices change, so verify current pricing on Whale’s site before deciding.
SOPCompass
- Team$99/moOr $990/yr billed yearly (2 months free). Up to 10 editors, unlimited viewers, 14-day trial
- Business$249/moOr $2,490/yr billed yearly (2 months free). Up to 30 editors, unlimited viewers, 14-day trial
- EnterpriseCustomUnlimited workspaces, custom limits
Whale
- Free$01 creator, up to 10 members
- Scale$249/moBilled yearly ($399/mo billed monthly). 3 creators, extra creators $29/creator/mo
- Advance$499/moBilled yearly ($799/mo billed monthly). 5 creators, extra creators $39/creator/mo
- EnterprisePricing on requestYearly billing only
Who should pick which
Pick Whale if
- You want a free plan to start: 1 creator and up to 10 members.
- You want a Step Recorder that captures a process as you work and builds the screenshots and written steps for you.
- You need training flows with AI-generated quizzes, badges and an org chart.
- You want Microsoft sign-in, a browser extension that surfaces SOPs inside other web apps, and Zapier and Slack integrations.
Pick SOPCompass if
- You would rather talk a process through with an AI interviewer, by text or voice, than write it from a prompt.
- You want monthly billing at $99/mo with up to 10 editors (or $990 a year), where Whale’s Scale plan is $399/mo billed monthly for 3 creators.
- You want a fixed structure (Company plus five pillars) instead of designing boards and libraries yourself.
- You run several brands or locations and want shared libraries across workspaces on one plan (library sharing is on Business).
- You want quizzes on every plan without a quiz count: any SOP can have one, scored on the server so the answers stay hidden until someone passes.
- You want PDF and Word export on every plan. Whale has offered PDF and Word export on its paid plans; SOPCompass now matches it, and adds embeds for Notion, Confluence and help desks.
We would rather you pick the tool that fits than switch twice. If Whale is the better match for how you work, use it.
Sources
Every Whale detail on this page comes from Whale’s own public pages, checked September 2026. If something has changed, tell us and we’ll correct it.
SOPCompass vs Whale: questions
Is SOPCompass a Whale alternative?
Yes. Both help you write SOPs and get them to your team, and both can capture a process as you work and add quizzes. SOPCompass focuses on AI interviews and imports, a fixed five-pillar structure and multi-brand workspaces. Whale adds training flows and a free plan.
Can I move my SOPs from Whale to SOPCompass?
Whale exports SOPs to PDF and Word on its paid plans. SOPCompass imports Word, PDF and Markdown files and turns them into step-by-step SOPs, and can itself print, save as PDF or export any SOP to Word on every plan.
Which is cheaper?
It depends on billing and how many people edit. SOPCompass Team is $99/month billed monthly, or $990 a year, with up to 10 editors. Whale Scale is $249/month billed yearly or $399/month billed monthly with 3 creators, and Whale has a free plan. Check Whale’s current pricing page before deciding.
Does Whale have quizzes? Does SOPCompass?
Whale has AI-generated knowledge quizzes, with limits on the Free and Scale plans. SOPCompass has a quiz per SOP, drafted by AI and approved by an editor, and can require a passing score before an assignment is complete. Whale adds training flows that string content together; SOPCompass has no training paths.
See if SOPCompass fits your team
Try SOPCompass free for 14 days. Interview the AI, import what you have and see your workspace come together.
14-day free trial, then from $99/month or $990/year, billed automatically until you cancel. Cancel anytime; access continues to the end of the paid period.