# Process Street Software Reviews, Demo & Pricing - 2026

> Review of Process Street Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/project-management/process-street-profile

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Process Street

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Overview

[Reviews](https://www.softwareadvice.com/project-management/process-street-profile/reviews/)[Alternatives](https://www.softwareadvice.com/project-management/process-street-profile/alternatives/)

# Process Street 2026: Benefits, Features & Pricing

Wondering if Process Street is right for your organization?

Our Task Management Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Process Street

4.7

[(652)](https://www.softwareadvice.com/project-management/process-street-profile/reviews/)

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.

Wondering if Process Street is right for your organization?

Our Task Management Software selection experts can help you in 15 minutes or less.

## Process Street User Interface

## Popular Process Street Alternatives

Main Product

Process Street

4.7

[(652)](https://www.softwareadvice.com/project-management/process-street-profile/reviews/)

Ratings Breakdown

-   4.59Ease of use
-   4.65Value for money
-   4.74Customer support
-   4.47Functionality

Pricing

Available upon request

Get Price

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4.6

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Ratings Breakdown

-   4.49Ease of use
-   4.28Value for money
-   4.43Customer support
-   4.45Functionality

Pricing

Starting at $9.00 per month

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-   4.08Ease of use
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Starting at $7.91 per month

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-   4.38Ease of use
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-   4.34Ease of use
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-   4.33Customer support
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-   4.53Ease of use
-   4.55Value for money
-   4.31Customer support
-   4.32Functionality

Pricing

Starting at $5.00 per month

Get Price

## 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

Read More

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

Read More

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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
    
    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 Automation
    
    Workflow Configuration
    

## Process Street Integrations

Zapier

Integration rated 4.8 from 18 reviews

Microsoft Outlook

Integration rated undefined from -1 review

WooCommerce

Integration rated undefined from -1 review

Asana

Integration rated undefined from -1 review

Adobe Commerce

Integration rated undefined from -1 review

NetSuite

Integration rated undefined from -1 review

See all 58 integrations

## Process Street User Reviews

Overall Rating

4.7

Ratings Breakdown

5

76%

4

20%

3

3%

2

0%

1

1%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

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

5

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

4

Ease of use

4

Value for money

5

Customer support

4

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.

Read More

JF

Jade F.

Verified reviewer

Events Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2026

Game changer

5

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

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

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

Read More

JF

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

5

Previously 4

Ratings Breakdown

5

Ease of use

5

Value for money

Previously 4

5

Customer support

4

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.

Read More

NB

Nicholas B.

Verified reviewer

Insurance

5001-10000 employees

Used weekly for less than 6 months

Reviewed February 2026

Appealing Interface, Good Collaboration, needs more user flexibility

3

Ratings Breakdown

5

Ease of use

4

Functionality

Pros:

Best feature is applicable comments appear alongside the specific tasks to which they pertain, rather than getting lost in a comprehensive stream of discussions. Easy to track what actions need to be taken and work with various parties. Very appealing user interface, easy to manage various tasks within purview.

Cons:

Inability to adjust target deadlines myself is the main point of friction encountered thus far; as priorities shift, deadlines often move. The deadlines are also static e.g. if I receive a task late, my run time is not adjusted, and thus I may receive tasks marked as late by me on their inception

Read More

SP

Sharon P.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2026

Best process management software on the market!

5

10 out of 10 on product and customer service. I have asked for help several times via chat, and I have always been answered that day via email, or they have given me a link to schedule time with a pro who helps me solve any process development questions or issues.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

I love how you can customize workflows to account for the smallest nuance in a process. We write processes for every customer we serve. Process Street enables us to maintain consistent customer service.

Cons:

Just small things that I think Process Street will develop over time. I'd like to be able to easily bold and change the font colors in the comment section, as our team uses that section to communicate.

Reasons for choosing Process Street

We chose PS because it allowed us to manage multiple clients from it.

Read More

DG

Danielle G.

Verified reviewer

Insurance

1001-5000 employees

Used daily for less than 6 months

Reviewed February 2026

Initial opinion

4

Fairly easy to get used to but may not have the same displays as other programs, may look a little outdated with all of the code showing.

Ratings Breakdown

4

Ease of use

4

Value for money

4

Customer support

4

Functionality

Pros:

It is easy to go back and edit our case so that appropriate tasks are triggered for different department members to complete.

Cons:

I don't like that I can edit someone elses tasks (usually done by mistake), but I'd like to be able to take tasks from others and then complete with my name attached, and the layout of the page is too skinny of a column.

Reasons for switching to Process Street

The price was better and had similar enough features with a couple of improvements we were looking for (being able to go back and edit and have changes take effect immediately for a case).

Read More

EV

Elsie V.

Verified reviewer

Human Resources

201-500 employees

Used daily for less than 12 months

Review source

Reviewed March 2026

Process Street is Great!

5

Makes my work much easier, sending emails and building processes has been great via Process Street. I'm able to build complex SOPs and go through them step by step.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

Ease of use, endless possibilities to create & update SOP processes, Fun to use, Easy to update, great customer service, makes work & processes much easier & quicker.

Cons:

occasional bugs/connection issues (not often), heavily relies on external applications/connections, glitchy with publishing at times

Read More

SK

Sophia K.

Verified reviewer

Hospitality

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2026

Assistant Property Manager

5

I haven't had any issues with it. Since I am still learning it. I do have a great team that always helps me with getting to learn it better.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

I ams till learning Process Street, though it seems pretty easy because it gives you step by step how to get tasks done.

Cons:

using it sometimes can be a bit complex at first. At first look it can be pretty overwhelming, but easy to navigate once you get the hang of it.

Read More

AO

Amr O.

Verified reviewer

Internet

5001-10000 employees

Used weekly for less than 6 months

Reviewed April 2026

Process Street Review

4

I would prefer more clarity on the end user interface to be able to know right away if this task is assigned to me or not and what is the status of the task.

Ratings Breakdown

4

Ease of use

2

Functionality

Pros:

Process Street is an easy to use platform and has a very simple UI. It is great for any end-user to navigate.

Cons:

It’s not always clear who is assigned the tasks and whether I’ve already accepted them. The UI needs better clarity.

Read More

BS

Balasubramaniam S.

Verified reviewer

Food & Beverages

1001-5000 employees

Used monthly for less than 12 months

Reviewed May 2026

Senior Engineering Manager

5

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

Functionality

Pros:

Simple to use. I have used this tool for new hire onboarding and this is simple to use and very structured.

Cons:

Nothing that i could see as of now. I have used this for last 3 resource onboarding and the journey so far has been good.

Read More

Showing 1 - 10 of 652 Reviews

[See All Reviews](https://www.softwareadvice.com/project-management/process-street-profile/reviews/)

## Process Street Popular Comparisons

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