Process Street 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Process Street

4.7

(642)

Pricing

Pricing available upon request

About Process Street

Process Street is an AI-enabled compliance operations platform designed to convert policies into automated workflows. It helps organizations ensure audit readiness and consistent execution of processes. The platform is used across industries such as financial services, real estate, manufacturing, healthcare and professional services to standardize operations and maintain regulatory compliance. It centralizes knowledge, enforces standards and provides visibility into critical business processes.

The platform includes three main modules. Docs is used for document management and policy control, supporting governance for standards such as ISO 9001 and SOC 2. Ops enables workflow automation by transforming policies into AI-driven workflows. Cora, an AI compliance agent, monitors workflows, enforces controls and identifies risks.

Additional features include Process AI for automating manual processes, analytics tools for tracking performance and task management functions for opimizing accountability and monitoring progress.

Process Street Screenshots

Process Street Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Startup

Pricing available upon request

Plan includes:

Unlimited workflows
Unlimited pages
Up to 5,000 data set records
Unlimited file storage
Form fields & rich media
Conditional logic
Approvals
Analytics dashboard
Enforced task order
Dynamic due dates

Pro

Pricing available upon request

Plan includes:

Up to 10,000 data set records
Custom BI integrations
Custom public API access
Brand colors
Cover images and icons
Workflow setup & integration services
Dedicated Success Manager
Priority support

Enterprise

Pricing available upon request

Plan includes:

Custom data set records
Enterprise Grid (for Slack app)
Subdomain
Fully-managed workflows
Custom integrations
Bulk document import
Custom reporting & data visualization
Process consulting & health audit
Personalized team training
HIPAA

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Process Street Features

Popular features found in Task Management
Assignment Management
Collaboration Tools
Commenting/Notes
Deadline Management
Dependency Tracking
Prioritization
Project Tracking
Resource Management
Task Editing
Time Tracking
To-Do List
Workflow Management
More features of Process Street
Access Controls/Permissions
Access Expiration Management
Active Directory Integration
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Escalation
Alerts/Notifications
API
Approval Process Control
Archiving & Retention
Assessment Management
Audit Management
Audit Trail
Automated Scheduling
Business Process Automation
Business Process Control
Calendar Management
Calibration Management
Case Management
Change Management
Chat/Messaging
Checklists
Client Database
Client Management
Client Tracking
Communication Management
Communications Management
Complaint Management
Compliance Management
Compliance Tracking
Configurable Workflow
Contact Management
Content Management
Contract/License Management
Corrective and Preventive Actions (CAPA)
CRM
Customer Engagement
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Database Support
Data Capture and Transfer
Data Connectors
Data Extraction
Data Import/Export
Data Management
Data Mapping
Data Security
Data Storage Management
Data Synchronization
Data Visualization
Data Warehouse
Defect Tracking
Deployment Management
Document Automation
Document Capture
Document Classification
Document Coding & Control
Document Editing
Document Generation
Document Management
Document Review
Document Storage
Drag & Drop
Electronic Forms
Electronic Signature
Email Management
Email-to-Task Conversion
Employee Activity Monitoring
Employee Database
Employee Directory
Employee Handbook
Employee Management
Employee Onboarding
Environmental Compliance
Equipment Management
ETL
Event Logs
FDA Compliance
Feedback Management
File Management
File Sharing
For Legal Professionals
Form Builder
Forms Automation
Forms Creation & Design
Forms Management
For No-Code Development
Full Text Search
Graphical Workflow Editor
HIPAA Compliant
HR Management
Incident Management
Inspection Management
Integrations Management
ISO Compliance
ISO Standards Management
Job Description Management
Kanban Board
Knowledge Management
Live Chat
Maintenance Management
Meeting Management
@mentions
Mobile Access
Mobile App
Monitoring
Multiple Data Sources
Multiple Projects
No-Code
Nonconformance Tracking
Onboarding
Optical Character Recognition
Orientation Workflow Management
OSHA Compliance
Payroll Management
Performance Management
Performance Metrics
Policy Management
Pre-built Connectors
Process Change Tracking
Process Modeling & Designing
Process/Workflow Automation
Progress Tracking
Project Management
Project Templates
Project Time Tracking
Project Workflow
Quality Control
Real-Time Data
Real Time Editing
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Recurring Tasks
Reminders
Remote Access/Control
Remote Support
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Risk Assessment
Risk Management
Role-Based Permissions
Rules-Based Workflow
Search/Filter
Secure Data Storage
Self Service Portal
Self Service Tools
Single Sign On
Spreadsheet View
SSL Security
Stakeholder Defined Attributes
Statistical Process Control
Status Tracking
Sub-Task Management
Supplier Quality Control
Surveys & Feedback
Tagging
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Template Management
Templates
Testing/QA Management
Third-Party Integrations
Time Zone Tracking
Traceability
Training Management
Transaction Management
Two-Factor Authentication
User Management
Version Control
Visual Modeling
Web Forms
Web Services
Workflow Configuration

Process Street Integrations

Zapier

Integration rated 4.9 from 16 reviews

Microsoft Outlook

WooCommerce

Asana

Adobe Commerce

NetSuite

See all 58 integrations

Process Street User Reviews

Overall Rating

4.7

Ratings Breakdown

76%

20%

Secondary Ratings

Ease of Use

4.6

Value for money

4.7

Customer support

4.7

Functionality

4.5

Chris J.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

Solid choice for compliance-heavy businesses

We adopted Process Street to bring structure to our compliance workflows - things like merchant onboarding, KYC checks, and periodic reviews. It's genuinely transformed how we handle these. What used to be scattered Google documents (which nobody ever read) and "did you remember to..." conversations is now a proper system with accountability built in. The learning curve isn't too bad, and their support team have been responsive when we've had questions. I was initially concerned that the team may be reluctant to adopt the tool, but they quickly recognised the benefits and now we have an increasingly "Process-St-First" culture

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software is brilliant for regulated environments. We're FCA-authorised and PCI DSS compliant, so we have dozens of procedures that need to be followed exactly the same way every time. Being able to build checklists with conditional logic, approval steps and due dates means nothing gets missed. The audit trail is also invaluable - when our compliance officer or an auditor asks "how do you know this was done properly?", we can show them exactly who did what and when.

Cons:

The mobile app could be more polished - most of our team are desk-based so it's not a major issue, but it would be nice.

Reasons for choosing Process Street

We found Process Street's checklist based approach fit our mental models better and was easier to get used to.

Caroline F.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 2 years

Review source

Reviewed March 2025

Use for Law Firm client task collaboration and management

Super simple to use, amazing customer service, and has overall made my life so much easier.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Extreme ease of use, forced structure, and that it integrates deeply with Zapier.

Cons:

I wish there was a way to email/ forward emails or files to a workflow run. Right now, we still have people emailing instead of using the comments, and I have to download/ upload email messages into the comments.

Reasons for choosing Process Street

We were able to upload/ link it with our airtable CRM via zapier to automate EVERYTHING.

J F.

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2019

Used for small business; 4 employees

Previously 4

Ratings Breakdown

Ease of use

Value for money

Previously 4

Customer support

Functionality

Pros:

Forces uniformity + of all the software I've tried those not very computer literate are happy to use it. We've managed to get a consensus from the staff on the usefulness of this software.

Cons:

Only that we can't set tasks to automatically allocate to whoever starts a list.

Jade F.

Verified reviewer

Events Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2026

Game changer

Great experience with the team, especially [sensitive content hidden] and the follow up training she has provided us - its been invaluable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to link the instructions to a process and break processes down into steps and assign to employees. Then being able to schedule these tasks for completion is amazing. As a manager, this has been invaluable.

Cons:

No negatives found at this point. There could be some expansion on the use of the one off tasks, but this in no way takes away from the fantastic product that has been developed.

Reasons for choosing Process Street

I can't remember the product names, but there were 2 alternatives - they didn't measure up to the overall product delivered by Process St.

Reasons for switching to Process Street

To have the ability to schedule tasks and attach the relevent documentation to the task

Patrick J.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2025

New Client Early Impression

Great! Process Street caters for everyone on the workflow spectrum - you can make workflows as simple or thorough as you like and it's really easy to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Super intuitive so really flexible and easy to use

Cons:

Needs a bit more reporting flexibility - sorting by more than one field, more grouping options

Reasons for choosing Process Street

Ease of use and previous experience in a prior role

Ryan H.

Verified reviewer

Computer Software

51-200 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

Process St keeps my Teams on Task

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Process Street helps our cross-functional team stay on task when working on time sensitive projects and gives our new hires an easy way to see their progress through training.

Cons:

I have not had any issues with Process Street, and when I do run into roadblocks my CSM is always willing and able to help me find a solution

Ryan S.

Verified reviewer

Internet

2-10 employees

Used daily for less than 2 years

Review source

Reviewed June 2025

Like External RAM for Your Brain: Process Automation Without the Bottleneck

It has allowed me to exend my functionality beyond what I can load into my brain's RAM for processes. I can make varients and have customer specific process folders even for stuff that I only do monthly. It also allows me to assign more repetitive (but still important) tasks to other employees and know that they are checking the important points.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It makes creating useful complex processes possible AND decentralized from the ticketing / project management systems that differnent departments use. It is great for documenting tribal knowledge fairly easily and for making it quickly iterative. When our clients go "off the flow chart" I am able to adjust the process while I am working on an instance of that process and have it update all open processes immidiatly. It also keeps track of versioning so you can look back at when a process changed and has a notes section at the bottom of each step in the process to let you process runners keep notes for themselves or send notes to the internal admin about changes/issues with the process. Oh and I can set global variables for things like links that are in multiple processes that also change monthly (calendar links).

Cons:

There is a learning curve for the more advanced functionality. I was able to get more out of the product because I understand object oriented programing, but I am not a "real coder" and I was still able to get it to do some pretty amazing stuff. Some of the logic is finiky about hiding and showing steps.

India G.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used daily for less than 12 months

Review source

Reviewed December 2025

Process Street is Great for Us!

My overall experience with Process Street is that it is a invaluable service that we use for our job, and without it we would struggle alot to keep on top of everything.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Process Street makes keeping all of our information for all of our clients in one place so easy. It allows all of us to work on each others file, but still get the notifications if someone else has worked on our clients file which makes it incredible to stay on top of everything.

Cons:

Sometimes Process Street bugs out sometimes and doesnt save the information as we put it in. We work quite quickly so it is important that this information is being saved the first time, so that if someone else comes in and trys to understand the situation they know all the information.

Jacqui M.

Verified reviewer

Telecommunications

51-200 employees

Used daily for less than 2 years

Review source

Reviewed May 2025

User-friendly and prompt Support

I have been enjoying it, and I enjoy it more the more I understand it. The support is great and prompt.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, user-friendly, and it didn't take long to learn to use it and use automation. The support from our account manager, [sensitive content hidden], and the chatbot has been useful. I was once chatting with a bot, and [sensitive content hidden] messaged me to assist with my issue.

Cons:

You can't do an overall search of a word on a process, you can only search per task, or by searching on the Lgoc search.

Josh S.

Verified reviewer

Legal Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

An amazing too to track tasks and workflow

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

A great tool for our team to onboard and offboard staff; this tool allows us to keep track of tasks needed too be done for workstation and software preparation as well.

Cons:

It is a little on the pricey side, but what I do like is that you can share tasks with team members who do not have access or an account.

Showing 1 - 10 of 642 Reviews

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