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Process Street

Process Street

Technology, Information and Internet

San Francisco, CA 42,592 followers

AI compliance agent and operations platform

About us

Process Street is a Compliance Operations Platform powered by AI agents that help teams run critical processes with consistency, control, and proof. If you’re managing onboarding, audits, or vendor reviews using documents, spreadsheets, and scattered tools, you’re not alone. Most teams are already doing “something” to stay compliant, but it usually involves manual work, patchwork systems, and last-minute scrambles. That approach creates risk, slows down execution, and makes it hard to prove work was done correctly. Process Street replaces those workarounds with a structured, scalable platform where documentation, workflows, and compliance monitoring all live in one place. Teams create, automate, and run repeatable workflows with no code, while Cora our AI Compliance Agent watches every task in real time. Cora flags skipped steps, enforces standards, and ensures processes follow your internal policies and external frameworks like ISO, SOX, and HIPAA. With Process Street, you don’t just document procedures, you turn them into action. Policies are followed. Tasks are completed. Execution is tracked, and audits are always ready. Used by Salesforce, Colliers, Drift, and over 3,000 organizations, Process Street gives operations and compliance leaders the control, clarity, and confidence they need to scale.

Website
https://www.process.st/
Industry
Technology, Information and Internet
Company size
51-200 employees
Headquarters
San Francisco, CA
Type
Privately Held
Founded
2014
Specialties
Employee Onboarding, New Client Setup, Client Onboarding, Git Workflow, Daily and Weekly Tasks , Real Estate Sales, Podcast Publishing , IT Help Desk Support , Candidate Screening , Invoice Generation , General Office Inspection , and Onboarding

Products

Locations

Employees at Process Street

Updates

  • View organization page for Process Street

    42,592 followers

    🎉 Exciting news! Process Street has just launched our ChatGPT-powered process management platform. Say hello to Process AI! 🚀 ⏳ A decade ago, we embarked on a mission to revolutionize recurring work and transform the way teams work. Since then, we have helped thousands of companies streamline their processes and save valuable time and resources. 🤖 Now, we’re thrilled to take our product to the next level with Process AI, a next-gen process management platform powered by AI and ChatGPT. Our AI-powered process platform serves as a single source for teams to manage all recurring work, including workflows, knowledge, data, forms, and surveys. 🙌 With Process AI, non-technical users can design sophisticated workflows and create advanced automations that previously would've required an engineering team. Our customers can generate workflows, policies, procedures, emails, and Slack messages on demand, solving a key obstacle for those who find it difficult to carve out time to build these resources. 🔥 AI will allow our customers to perform advanced automations, math equations, text formatting, location routing, translation, summarization, sentiment analysis, and more. We can’t wait for you to try it out and experience the power of AI-powered processes. Sign up for a free trial today and take your process management to the next level! 🚀 #ProcessAI #ProcessManagement #AIpowered #ChatGPT

  • Process Street reposted this

    View profile for Vinay Patankar

    CEO of Process Street. The Compliance Operations Platform for teams tackling high-stakes work.

    Most teams don’t fail because of bad people. They fail because their workflows live in spreadsheets... Spreadsheets feel like systems in the early days. But at scale, they turn into bottlenecks: Tasks scattered across dozens of files Errors piling up No clear accountability Managers buried in updates instead of leading That’s exactly what happened to Alarca Realty, a fast-growing property management firm in North Carolina. Every move-in, renewal, and maintenance request lived in Excel. As the business scaled, their spreadsheets nearly broke the operation. Then they switched to Process Street. Now every workflow runs in one place: • End-to-end property management checklists • Real-time task assignments and approvals • Communication built directly into the workflow • Automated accountability with scorecards and audit trails The results? • Human error significantly reduced • Managers free to focus on growth, not spreadsheets • Remote teams collaborating seamlessly • Higher client retention from better service Their CEO, Bob Abbott, puts it best: “When someone asks me a question, they know I’ll say: What does Process Street say?” Because when every process lives in one system, execution isn’t guesswork, it’s discipline. If your business is still scaling on spreadsheets, you’re not building a system. You’re building a failure point. Want to see how teams like Alarca replaced dozens of spreadsheets and scaled without chaos? DM me and I’ll send you the Process Street playbook.

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  • Process Street reposted this

    View profile for Michael Warren

    Chief Executive Officer / Host of the Faces of Leadership Podcast

    Operation Southern Exposure, a joint venture between MACNLOW Associates and Command Presence Training, has not disappointed in the first half day of the event. But these types of training experiences don't happen by accident or in a vacuum. Process Street is another of our sponsors that support law enforcement throughout the year and are sponsoring this event. Thank you so much for your investment in us!

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  • 🚨 75% faster operations in property management? That’s exactly what Keyper, a fast-growing real estate company in Dubai, achieved after switching to Process Street. Before: ▪️ Work scattered across Salesforce, Trello, Airtable, DocuSign & email. ▪️ Manual data entry causing errors & delays. ▪️ Paper-heavy renewals putting contracts at risk. ▪️ Onboarding slowed by processes “living in people’s heads.” After Process Street: ✅ 400+ automated workflows integrated with Salesforce & their tenant app. ✅ Instant notifications for maintenance requests. ✅ Tenancy renewals guided step by step through DocuSign. ✅ Dynamic workflows adapting to new rentals & payments. ✅ Dashboards giving leaders real-time visibility. 🔗 https://lnkd.in/esanwsGy

  • 75% of projects fail to meet their objectives (Source: HBR). Not because the strategy is wrong, but because execution breaks down. Missed deadlines, slow follow-ups, and unclear accountability derail progress. Our new Enterprise Webhook Integration triggers intelligent escalation workflows that: ✔️ Instantly alert the right stakeholders ✔️ Escalate based on task criticality & impact ✔️ Trigger corrective workflows before clients feel it ✔️ Give executives real-time delivery dashboards Workflow execution gaps cost enterprises millions and waste time. Our feature closes them. See how it works: https://lnkd.in/eBBJiaGF #EnterpriseAutomation #WorkflowAutomation #ProjectManagement #Accountability #BusinessProcessManagement #ExecutionMatters #ProcessAutomation #FutureOfWork #ERPs

  • For accounting & business advisory teams, managing deadlines across dozens of clients can be overwhelming. With Process Street, SRJ Walker Wayland gains visibility across multiple workflow runs and keeps projects on track with custom due dates. No more chasing spreadsheets or email trails. If you’re in accounting, audit, or client services, this is how you stay organized, deliver on time, and keep clients confident. #ProcessStreet #WorkflowAutomation #AccountingFirms #AuditReady #ClientServiceExcellence #OperationsManagement

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  • Agentic AI, automation, and machine learning are moving the reinsurance industry from basic tools to autonomous decision-making. Routine decisions are getting offloaded. Knowledge workers focus on edge cases. The model flips: from reactive claims handling to continuous, embedded risk management. The economics change with it. Here’s a glimpse of the key benefits and use cases of Agentic AI, ML, and Process Street to orchestrate end-to-end processing: 📄 Submissions, Underwriting & Risk Assessment Intelligent Document Processing: Enhance data quality from varied sources for more comprehensive risk submissions and improve risk selection, pricing Automated Underwriting: Streamline routine tasks, liberating human expertise for complex cases and negotiation, and enable interaction between cedent, broker, and reinsurer  🛠️ Claims Processing Faster Resolution Times: Expedite claims through data ingestion, automation, enhanced fraud detection, and streamlined payouts for less complex cases.  customer satisfaction and enable interactions between the cedents and reinsurers. Automated Reconciliation: Ensure payment alignment with facultative and treaty agreements.       💼 Finance Improved Capital Efficiency: Optimize capital adequacy and cash flow, and generate required solvency and regulatory reporting.    Streamlined Payments: Transform invoicing, commissions, reconciliation, and claims payment processing. 👥 Customer Engagement & Retention Proactive Communication: Strengthen relationships with brokers and cedents by enabling efficient interaction for submission, renewals, disputes, and claims processing. Accurate Commission Invoicing: Foster better broker partnerships with accurate  billing and payment processing. 🔍 Audit Trails & Compliance Maintain transparency with clear audit trails for all processes, ensuring regulatory compliance. Utilize automated workflows to capture details regarding underwriting decisions and claims payments, including both human and AI-based actions for compliance and audits.  Agentic AI, automation, and ML are the next operating model. Reinsurance gains speed, precision, and better outcomes. Process Street runs point: driving compliant workflows, start to finish. #Reinsurance #AgenticAI #Innovation #Insurtech #Automation #AI #RiskManagement #CustomerExperience #Efficiency #treaty #facultative #ML #Fraud #compliance #ACORD #propertyandcasualty

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  • View organization page for Process Street

    42,592 followers

    Finance teams shouldn’t spend afternoons on risk assessments. Claims departments shouldn’t drown in manual date math. Ops shouldn’t juggle five tools just to send one email. Enterprise teams are solving this differently. Process Street’s Code Tasks let you run custom JavaScript inside workflow, so you can calculate, connect & customize without other systems. Here are 3 ways to put Code Tasks to work: 1️⃣ Process claims automatically: due dates calculated from submission date. https://lnkd.in/e8pDxNBz 2️⃣ Create looping tasks: workflows adapt to real business logic. https://lnkd.in/e_7iAWBt 3️⃣ Send scheduled emails: no external integrations required. https://lnkd.in/eJszXCwj Replace five tools with one Code Task. Save hours. Cut costs. Keep teams focused. #WorkflowAutomation #BPATools #BusinessProcessAutomation #Operations #FinanceWorkflows

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  • Managing properties means juggling endless moving parts: tenant onboarding, lease renewals, inspections, and maintenance. With Process Street, Envy Property Management's team runs everything smoothly and consistently, so nothing gets overlooked. If you’re in property management or real estate operations, this is how you cut manual work and keep every process on track. #ProcessStreet #WorkflowAutomation #PropertyManagement #RealEstateOperations #TenantExperience #OperationsExcellence

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Funding

Process Street 5 total rounds

Last Round

Series A

US$ 12.2M

See more info on crunchbase