Process Street Review
Reviewed by Carlos Gil · Founder & Editor, The Best Network
Updated 8 min readEditorially reviewed
Quick facts
- Starting price
- Quote-based (Startup, Pro and Enterprise; no public prices)
- Free plan
- No
- Best for
- Operations, finance, HR and compliance teams that run the same multi-step process many times and need an audit trail of who did what
- Platforms
- Web, iOS and Android; Slack and Microsoft Teams apps; API and MCP server
BestStacked Score
Weighted average of 5 categories. Methodology below.
Quick answer
What is Process Street, and is it worth paying for?
Process Street is workflow software that turns a procedure into a checklist someone runs each time the process happens, with form fields, approvals, conditional steps, due dates and a record of every action. It also stores policies and SOPs (its Docs product) and adds an AI agent, Cora, that builds workflows from documents and flags skipped or overdue steps. It's worth a look if you run recurring, audited processes such as client onboarding, month-end close or ISO procedures. It's not a cheap or self-serve buy: on October 13, 2026 the pricing page listed three plans, Startup, Pro and Enterprise, all marked "Contact sales" with no dollar prices. Startup is a reduced-price Pro plan for businesses under 15 employees and under $2 million in revenue. A 14-day Pro trial needs no credit card, and fees are non-refundable under its terms.
- Best for
- Teams that repeat the same multi-step process (onboarding, audits, approvals) and need each run tracked and signed off.
- Skip it if
- You want a published price before talking to sales, need a free plan, or mainly need a wiki or project boards.
- Strongest capability
- Checklist workflows with approvals, conditional logic, enforced task order and dynamic due dates on every plan, including Startup.
- Biggest limitation
- No public prices on any plan, Startup caps automations at 100 actions and 50 API calls a month, and SSO, SCIM and HIPAA are Enterprise-only.
The Verdict
Process Street does one job well: it makes a written procedure into a checklist that has to be run, completed and approved, and keeps the evidence. Every plan, including the Startup plan for small companies, gets conditional logic, approvals, enforced task order, dynamic due dates, scheduled workflows, forms, the iOS, Android, Slack and Teams apps, Zapier, Make and Power Automate connectors, and SOC 2 Type 2 security. Process AI and Cora can draft a workflow from a name or an uploaded SOP. The weak spot is buying it. Process Street publishes plan limits but no prices for Startup, Pro or Enterprise, so every purchase starts with sales. Startup is capped at 5 users, 10 guests, 100 automation actions and 50 API calls a month, while SAML SSO, SCIM, HIPAA and data residency are reserved for Enterprise. Its terms make fees non-refundable and require 30 days' notice to stop an annual renewal, and its own pages disagree on whether guests count as paid seats. We score Process Street 8.3/10.
Best for
Operations and compliance teams that run recurring, multi-step processes and need approvals, conditional steps and an audit trail on each run.
Skip if
You need transparent self-serve pricing or a free plan, or you mainly need documentation, training or project boards.
The Background
What Is Process Street?
Process Street is cloud workflow software from Process Street, Inc., a San Francisco company its help center says was founded in 2013 and raised a $12 million Series A in February 2020 from investors including Accel, Atlassian and Salesforce Ventures. You build a workflow (a template of tasks, form fields, rules and approvals), then run it every time the process happens; each run is a checklist assigned to people, with due dates and a log of who completed what. The site now calls the product a compliance operations platform with three parts: Ops (workflows, forms, Data Sets and automations), Docs (policies and SOPs with approvals and version history) and Cora (an AI agent that generates workflows and monitors execution). It runs in the browser, on iOS and Android, and inside Slack and Microsoft Teams, but the apps page says it doesn't work offline. Process Street cites "3000+ companies" on its pricing page and "1m+ users" on its homepage; those are its own figures. It's also sold through AWS Marketplace.
The Product
Process Street Features: What You Actually Get
Checklist workflows with logic and approvals
Workflows are templates you run as checklists. Every plan includes form fields and rich media, conditional logic (show or hide tasks based on answers), approvals including multi-stage ones, enforced task order through stop tasks, dynamic due dates, task permissions, role assignments, workflow run links, scheduled runs and restoring an earlier workflow revision. Updates to a workflow can be pushed to active runs, and approval history shows every decision, comment and change.
An accounting firm runs a month-end close checklist for each client, with tasks that appear only for clients with payroll and a partner approval before the books are locked.
Docs, Pages and document control
Pages is the in-browser editor for SOPs and policies, and the Docs product adds approvals, publishing controls, version history and file management for Word, Excel, PDF and video files. Acknowledgments, released in October 2025, ask people to confirm they've read a policy. Process Street lists frameworks such as ISO 9001, ISO 27001, SOC 2, SOX, HIPAA and FDA 21 CFR as ones Docs supports; that's a claim about features, not a certification of your process.
A compliance lead publishes an updated security policy, routes it for approval, and has every employee acknowledge it before an audit.
Process AI and the Cora agent
Process AI covers a workflow generator (from a name and description up to 10,000 characters), a document importer that turns PDF, DOCX, CSV, HTML, TXT and image files into workflows, a task and email generator, and AI tasks that summarize, translate, parse or analyze data inside a run (without web browsing). Cora, the AI compliance agent, is pitched as tracking completion, flagging skipped or overdue steps, comparing runs to SOPs and keeping exportable audit logs. The help center says Process AI is on all plans, including trials; the pricing table doesn't list AI features or which plans include Cora's monitoring.
An operations manager uploads a 12-page onboarding SOP and gets a draft workflow with tasks, form fields and approvals to edit before rollout.
Forms, Data Sets and reporting
Standalone forms and Data Sets (tables that workflows can read from and write to) are on every plan, with Data Sets capped at 5,000 records on Startup and 10,000 on Pro. A workflow analytics dashboard and custom reports are included on all plans, and reports can filter runs by form field values. Data sync to warehouses such as Snowflake and BI tools such as Power BI are listed as custom on Pro and included on Enterprise.
A property manager keeps a Data Set of units, starts a move-out inspection run for each one, and reports on runs still waiting for a deposit approval.
Automations, integrations, API and MCP
Native automations connect workflows, forms and Data Sets to apps such as Google Sheets, Slack, DocuSign, Salesforce and Jira, and every plan has Zapier, Make, Power Automate and Tray.io connectors, email triggers and webhooks. Startup is limited to 10 automation apps, 100 automation actions and 50 API calls a month; Pro sets custom limits and Enterprise has unlimited API access. An MCP server (January 2026) and 105 new API endpoints (May 2026) let AI agents and scripts create and update workflows, pages and Data Sets.
A sales ops team starts a client onboarding run from a closed Salesforce deal and sends the signed contract to DocuSign from inside the run.
Feature recap
- Workflows run as checklists, with unlimited workflows, runs, forms and pages on every plan
- Conditional logic, approvals, stop tasks and dynamic due dates on every plan
- Docs and Pages for SOPs and policies, with approvals, versions and acknowledgments
- Process AI workflow generator, document importer and AI tasks; Cora AI compliance agent
- Forms and Data Sets (5,000 records on Startup, 10,000 on Pro)
- Zapier, Make, Power Automate and Tray.io connectors, webhooks, API and MCP server
- iOS, Android, Slack and Microsoft Teams apps (no offline mode)
- SOC 2 Type 2 on all plans; SAML SSO, SCIM, HIPAA and data residency on Enterprise
The Numbers
Process Street Pricing: Every Plan Explained
Process Street doesn't publish prices. On October 13, 2026 its pricing page listed three plans, each with a "Contact sales" button and no dollar amount, alongside a detailed table of plan limits. The table below shows what each plan includes according to that page; cost must come from a quote.
| Plan | Monthly | Annual | Included Features | Best For |
|---|---|---|---|---|
| Startup | Contact sales | Contact sales | A reduced-price Pro plan for businesses under 15 employees and under $2M revenue: 5 users, 10 guests, unlimited workflows and runs, 5,000 Data Set records, 5MB per file, conditional logic, approvals, all apps, 10 automation apps, 100 automation actions and 50 API calls a month, email and chat support | Small companies that qualify on headcount and revenue |
| ProBest value | Contact sales | Contact sales | Everything in Startup with custom users, guests, automation actions and API calls, 10,000 Data Set records, 100MB per file, all automation apps, brand colors and cover images, setup and integration services, a dedicated Success Manager and priority support; invoicing available | Most teams; and the plan the 14-day trial runs on |
| Enterprise | Contact sales | Contact sales | Everything in Pro plus unlimited API access, HIPAA, SAML SSO, SCIM, Active Directory, sharing controls, data residency and private cloud, custom subdomain, Slack Enterprise Grid, data sync and BI integration, custom integrations, bulk document import, managed workflows and team training | Regulated or larger organizations |
| Free trial | $0 for 14 days | — | New accounts start on a 14-day Pro trial with no credit card. Admins must subscribe when it ends; workflows, runs and pages stay in the account | Testing fit before a sales call |
Because no prices are published, you can't compare Process Street's cost with rivals until you have a quote, and its own terms say it will "make reasonable efforts to keep pricing information published on the website up to date" while the pricing page shows none. Get the per-seat price in writing and ask which roles are billable: the help center says Users (a limited role) count as paid seats for organizations created on or after August 1, 2025, and says guests count as a seat, while the pricing page lists guests separately from users. Startup is the cheapest route but is limited to 5 users and 100 automation actions a month, so a growing team will likely move to Pro. Process Street accepts major credit cards charged in USD, offers invoicing on Pro and Enterprise, and says it discounts for registered non-profits. The terms of service (last updated March 11, 2024) say all fees are non-refundable, subscriptions renew automatically, and annual plans must be cancelled at least 30 days before the billing date. You can cancel a paid plan from the billing page and keep your workflows for a later subscription; a trial has to be cancelled through support.
Before you buy
What's reserved for Pro and Enterprise
Startup includes the core workflow features but trims everything around them: 5 users and 10 guests, 5MB per uploaded file, 10 automation apps, 100 automation actions a month and 50 public API calls a month. Brand colors and cover images, the dedicated Success Manager, priority support and setup services start on Pro.
Enterprise is required for SAML single sign-on (Microsoft Entra ID, Okta, OneLogin and other SAML providers, per the help center), SCIM provisioning, Microsoft Active Directory integration, a custom subdomain, custom email notification branding, Slack Enterprise Grid, data residency and private cloud. The help center's HIPAA article says HIPAA coverage needs an Enterprise contract and a signed BAA, and that downgrading from Enterprise ends it.
Data is stored in the US by default. Process Street says it can host in other AWS regions, including the EU, UK, Canada, Australia and the UAE, through its Bring Your Own Cloud option. None of this is legal or compliance advice.
Read before you buy
Where Process Street's own pages differ
Who counts as a paid seat: the pricing page FAQ defines a paid team member as someone who can create, edit and run workflows and author pages, and the plan table lists guests separately from users (Startup: 5 users, 10 guests). The help center's guest article says guests are counted as a seat in your subscription, and its User article says Users are billable for organizations created on or after August 1, 2025.
HIPAA: the security and compliance pages say a Business Associate Agreement is available on request without naming a plan. The pricing table and the help center's HIPAA article say HIPAA is Enterprise-only.
Cancelling: the help center says admins can cancel a paid plan themselves from the billing page, while the terms of service say you cancel by contacting Process Street, and the help center's change-plan article says plan changes go through support. The terms also require 30 days' notice before an annual renewal.
Smaller differences: the apps page FAQ describes Slack Enterprise Grid support without naming a plan, while the pricing table lists it on Enterprise only. The Process AI article lists PDF, CSV, DOCX, HTML and TXT for document import, and the AI Document Importer article adds XML. The pricing table lists email and chat support on every plan, and a help article says scheduled phone calls are available on all plans.
The Tradeoffs
Process Street Pros and Cons
What we love
- Conditional logic, approvals and enforced task order on every plan
- Each run keeps a record of who completed and approved what
- Docs, Pages and acknowledgments keep SOPs next to the workflows that use them
- AI can draft a workflow from a name or an uploaded SOP
- Zapier, Make, Power Automate, webhooks, API and an MCP server
- 14-day Pro trial with no credit card
What could be better
- No dollar prices published for any plan
- No free plan
- Startup caps automations at 100 actions and 50 API calls a month
- SSO, SCIM, HIPAA and data residency are Enterprise-only
- Fees are non-refundable; annual plans need 30 days' notice to cancel
- Its pages disagree on whether guests count as paid seats
The Audience
Who Should Use Process Street?
Best for: operations and finance teams with recurring checklists
Teams that run client onboarding, month-end close, vendor reviews or employee onboarding over and over get structured runs with conditional steps, approvals and due dates, plus reports on what's stuck.
Best for: regulated companies preparing for audits
Firms working toward ISO, SOC 2 or SOX evidence can tie policies in Docs to the workflows that carry them out and keep an approval history. HIPAA, SSO and data residency need Enterprise.
Skip if: you want a cheap, self-serve tool
Small teams that want to see a price, sign up and pay by card are better served by Manifestly, which publishes per-user pricing, or by ClickUp's free and low-cost plans with recurring task templates.
The Methodology
How We Reviewed Process Street
This is an editorial review, not a documented hands-on test. We didn't use a Process Street account for this review. It's based on Process Street's pricing page and plan comparison table, homepage, Cora, Docs, Ops, Process AI, integrations, automations, apps, security and compliance pages, terms of service (March 11, 2024), help-center articles on the trial, plan changes, cancellation, billing roles for guests and users, HIPAA, SSO, Process AI, the AI document importer, AI tasks, support, data regions, custom branding and company history, and its release notes through October 7, 2026, all checked on October 13, 2026. Where Process Street's pages differ, we report both statements. No workflow, AI accuracy or support results are claimed.
Our editorial evaluation considers product information, official documentation, pricing, features and professional experience. It is not a claim of documented hands-on testing.
Our review methodology →What changed
- : First published. Editorial review based on Process Street's pricing page and plan comparison table, homepage, Cora, Docs, Ops, Process AI, integrations, automations, apps, security and compliance pages, terms of service, help-center articles on the trial, plan changes, cancellation, seat billing, HIPAA, SSO, Process AI, document import, AI tasks, support, data regions and branding, and its release notes, all checked October 13, 2026. Sub-scores are provisional pending editorial approval.
The Field
Process Street vs The Competition
Process Street sits between SOP and training tools and general work management apps. Prices below were checked on each vendor's pricing page on October 13, 2026, using US pricing.
| Tool | Starting Price | Free plan | Best Feature | BS Score |
|---|---|---|---|---|
| Process Street | Quote-based (Startup, Pro and Enterprise; no public prices) | No | Checklist workflows with logic and approvals | 8.3/10 |
| Trainual | Custom quote (+ $1,000 implementation fee) | No | Role-based training with tests and completion tracking | 8.6/10 |
| ClickUp | Free; Unlimited $7/user/mo billed yearly ($10 monthly) | Yes | Low-cost work management with a free plan | 9.2/10 |
| Manifestly | Business $8.33/user/mo billed yearly ($10 monthly) | No | Published per-user pricing for recurring checklists | Not yet reviewed |
Trainual: Trainual documents processes and trains people on them, with tests and completion reports. Like Process Street it's quote-based, and it adds a one-time $1,000 implementation fee and says it fits companies of 25 to 1,000 employees. Choose Process Street when the process has to be run and signed off each time.Read our Trainual review →
ClickUp: ClickUp publishes its prices: Unlimited is $7 per user a month billed yearly ($10 monthly) and Business, which adds 5,000 automations a month, is $12 ($19 monthly). It handles recurring tasks and projects broadly, but checklist approvals and audit-style run records are Process Street's focus.Read our ClickUp review →
Manifestly: Manifestly is the closest like-for-like checklist tool with public prices: Business is $10 per user a month or $100 per user a year, with conditional logic, scheduling, Slack, Teams, Zapier and API. Enterprise, with SAML SSO and custom branding, starts at $2,000 a year for 10 users. BestStacked hasn't reviewed Manifestly yet.
In The Wild
How People Actually Use Process Street
A 10-person accounting or bookkeeping firm
If you're under 15 employees and $2 million in revenue, ask for the Startup plan: 5 users and 10 guests cover partners and clients completing tasks, and conditional logic and approvals are included. Check whether 100 automation actions a month is enough before you rely on integrations.
An operations team of 40 running onboarding
Pro removes the user and automation caps and adds a dedicated Success Manager. Use the 14-day trial to build employee and client onboarding workflows, then get the per-seat price and the billable roles in writing before you sign an annual contract.
A healthcare or financial services company
Plan on Enterprise if you need a HIPAA BAA, SAML SSO, SCIM or data residency. Tie your policies in Docs to the workflows that apply them, and confirm with your own compliance advisers which records your auditors expect.
The Ecosystem
Process Street Integrations
Process Street includes native automations and third-party connectors on every plan, with usage caps on Startup.
- →Zapier (5,000+ apps, per Process Street)
- →Make and Microsoft Power Automate
- →Tray.io connector
- →Slack and Microsoft Teams apps
- →Native automations with Google Sheets, DocuSign, Salesforce and Jira
- →Asana and Google Calendar (help-center guides)
- →Webhooks, email triggers and the public API
- →MCP server for AI agents
Process Street's integrations page says integrations can be set up on any plan and that native automations are included, but third-party tools such as Zapier or Make are billed separately by those vendors. Startup is limited to 10 automation apps, 100 automation actions and 50 API calls a month; Pro limits are custom. Data warehouse sync and BI integrations are custom on Pro and included on Enterprise.
Common Questions
Process Street FAQ
The Final Word
Should You Use Process Street?
Process Street is a strong choice for teams that run the same multi-step process again and again and need proof that each step was done and approved. Conditional logic, approvals and the mobile, Slack and Teams apps are on every plan, and AI can turn existing SOPs into draft workflows. The trade-offs are commercial: no published prices, a Startup plan with tight automation caps, Enterprise-only SSO and HIPAA, non-refundable fees, and unclear seat rules. Use the free trial, then get the price and billable roles in writing. We score Process Street 8.3/10.
Yes, if
You run recurring, audited processes such as onboarding, month-end close or ISO procedures and want approvals and conditional steps in each run.
No, if
You want transparent self-serve pricing, a free plan, or mainly need a wiki, training tool or project boards.
About the reviewer
Carlos Gil
Founder & Editor, The Best Network
Carlos Gil is the bestselling author of The End of Marketing, a LinkedIn Top Voice, and founder of The Best Network. He brings 15+ years in marketing to practical reviews of AI, SaaS, email marketing, creator, and ecommerce software.
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