Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Process Street
Process Street keeps teams audit-ready, always.
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Business Need
- Document ManagementProcess ManagementAudit & Compliance
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Process Street turns your policies into live, automated workflows enforced by AI. From document control to audit trails, our Compliance Operations Platform ensures every step is followed, every action is tracked, and every standard is proven.
Highlights
Automated Compliance Workflows: Turn static policies into dynamic, automated workflows that ensure every requirement is met, every time.
AI-Powered Reviews and Approvals: Use AI to automate task reviews, route approvals, and eliminate bottlenecks, reducing manual oversight.
End-to-End Audit Trails: Capture a full record of every action taken, providing clear accountability and fast access for auditors.
Centralized Document Control: Manage all compliance documents in one place with version history, so teams always use the latest approved policies.
No-Code Workflow Builder: Design and launch custom workflows, without relying on IT or developers.
Seamless Integrations: Connect Process Street with your existing tools, pulling in data and triggering workflows across your tech stack.
Automated Evidence Collection: Automatically gather and attach supporting evidence to tasks as they’re completed, simplifying compliance reporting.
Granular Permission Controls: Set access levels by role or team to safeguard sensitive information and limit risk.
Instant Audit-Ready Exports: Generate and export complete compliance records on demand, cutting audit prep from weeks to minutes.
Provider Details
Process Street is the Compliance Operations Platform built for high-stakes teams that can’t afford mistakes, missed steps, or audit surprises. We turn critical procedures into automated, AI-enforced workflows—so your standards aren’t just documented, they’re done. Unlike legacy GRC systems or static SOPs, Process Street connects policy to execution and oversight. Every process is enforced, every task is tracked, and every audit trail is built automatically. Our platform is trusted by operations and compliance leaders in financial services, real estate, life sciences, tech, and beyond. Why customers choose Process Street: - Docs: Live, governed policies that trigger workflows and prove compliance - Ops: No-code workflows that automate work, enforce standards, and scale fast - Cora: Your AI compliance agent—monitoring execution, flagging risks, and driving real-time improvement Recognized by G2 as a leader in Workflow Management, Process Street powers compliance for brands like Salesforce, Colliers, and the Government of Canada. We’re SOC 2 Type II certified, ISO 27001 compliant, HIPAA compliant and rated 4.7+ across major platforms.
Pricing Details
You must pay for a product or service that is external to Salesforce for this solution to work. Discounts available for nonprofits.
The customer must have a subscription to Process Street.
Startup
$100 USD/user/month
Free trial available for 30 days