Collect vs. Process Street Comparison


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About Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.		About Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported		Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Companies of all sizes		Audience Medium to Large Businessses in Regulated Industries
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Not Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $39 /month Starter: $39 /month Pro: $79 /month Business: $199 /month Free Version Not Supported Free Trial Supported		Pricing $1500/month All plans start with a free 14-day trial of Pro features. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software		Reviews/Ratings Overall 4.8 / 5 ease 4.8 / 5 features 4.8 / 5 design 4.5 / 5 support 5.0 / 5 Read all reviews
		Pros from Real Users Pros Process Street shines at creating layered workflows with hierarchical task assignments. We've built customer intake forms that trigger internal workflows and branch into user tasks - nothing falls through the cracks. Perfect for documenting infrequent processes so you never ask "how did we do this last time?" Our AI testimonial wizard collects client feedback and auto-generates polished testimonials. Intuitive interface made implementation easy for both internal and personal use. - Extremely stable, forward-thinking, and innovative platform. - Brings consistency, repeatability, and accountability to processes. - Helps teams streamline day-to-day operations while keeping visibility into who’s doing what. - Excellent for risk mitigation and reducing chaos across departments. - Flexible enough to work across industries. I’ve used it successfully in property management, real estate, HR, cleaning companies, architecture firms, accounting, internet providers, technology companies, and construction. - Depth of functionality is unmatched: native Forms, Pages (for docs/how-tos), advanced conditional logic (AND/OR), code tasks, AI tasks, and more! - Native integrations with Google Workspace, DocuSign, Slack, etc. For anything not built-in, Zapier, Power Automate, and Make connect easily to outside tools, extending functionality even further. Process Street has many useful features to streamline workflow management across teams. The ease of building workflows is a huge plus (it's all drag and drop), but then the addition of AI tasks and Code Tasks for more complex requirements has been a game changer. Also the fact it has an open API is amazing, and makes integrating between other tools easy, especially with the native integrations they already have built out. Another aspect I love about Process Street is the ability to have guest users - this makes it super convenient when needing to bring someone external in to a process, while maintaining high visibility into the work getting done, and tracking everything together in one spot. Love how it keeps me compliant and offering the best service possible to my clients by ensuring I never miss a step. The integrations and automations mean that when there's data to track I can send it externally and it happens like magic! (Except I know how it's done...) Easy to set up a simple workflow and develop it as you get more confident with the various functionalities. Just brilliant!
Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported		Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Collect Founded: 2019 France www.usecollect.com		Company Information Process Street Founded: 2013 United States www.process.st/
Alternatives FileInvite		Alternatives VKS Visual Knowledge Share
Cirrus Secure		Modern Requirements4DevOps Modern Requirements
Floify		Qntrl
Content Snare		Interfacing Integrated Management System (IMS) Interfacing Technologies Corporation
ARIVE View All		monday AI work platform monday.com View All
Categories Admissions and Enrollment Supported AML Supported Applicant Tracking Supported Audit Supported Document Collection Supported Document Management Supported File Sharing Supported Legal Document Management Supported Loan Origination Supported Mortgage and Loans Supported Onboarding Supported Workflow Management Supported		Categories AI Automation Supported AI Project Management Supported AI Tools Supported Business Process Management Supported Checklist Supported Compliance Supported Customer Onboarding Supported Document Management Supported Forms Automation Supported Integration Supported Legal Document Management Supported Onboarding Supported Process Mapping Supported Quality Management Supported Remote Work Supported Requirements Management Supported Software Documentation Supported Standard Operating Procedure (SOP) Supported Task Automation Supported Workflow Management Supported
Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Not Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Not Supported Document Indexing Supported Document Retention Not Supported Electronic Signature Not Supported Email Management Supported File Recovery Supported File Type Conversion Not Supported Forms Management Supported Full Text Search Not Supported Offline Access Not Supported Optical Character Recognition Not Supported Print Management Not Supported Version Control Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Not Supported Document Assembly Not Supported Document Indexing Not Supported Document Tagging Not Supported Full Text Search Not Supported Version Control Supported Onboarding Features Course Management Not Supported Document Management Supported E-Verify / I-9 Forms Supported Electronic Forms Supported Electronic Signature Not Supported Employee Handbook Not Supported Employee Portal Supported File Management Supported Job Description Management Not Supported Orientation Management Not Supported Self Service Portal Supported Task Management Not Supported Tax Forms Not Supported Training Management Not Supported Workflow Management Features Access Controls/Permissions Not Supported Approval Process Control Supported Business Process Automation Not Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Not Supported No-Code Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features AML Features Behavioral Analytics Not Supported Case Management Supported Compliance Reporting Supported Identity Verification Supported Investigation Management Not Supported PEP Screening Not Supported Risk Assessment Not Supported SARs Not Supported Transaction Monitoring Supported Watch List Not Supported Admissions and Enrollment Features Application Management Supported Assessment Management Supported Candidate Management Not Supported Colleges / Universities Supported Evaluation Management Not Supported Fee Management Not Supported Financial Aid Management Not Supported Forms Management Supported K-12 Not Supported Recruiting Management Supported Scoring Not Supported Self Service Portal Supported Applicant Tracking Features Assessments Not Supported Background Screening Supported Candidate Management Not Supported Collaboration Tools Supported Internal HR Not Supported Interview Management Not Supported Interview Scheduling Not Supported Job Board Posting Not Supported Job Requisition Not Supported Onboarding Supported Recruiting Firms Not Supported Reference Checking Supported Resume Parsing Not Supported Resume Search Not Supported Self Service Portal Supported Workflow Management Supported Audit Features Alerts / Notifications Not Supported Audit Planning Not Supported Compliance Management Supported Dashboard Supported Exceptions Management Supported Forms Management Not Supported Issue Management Supported Mobile Access Not Supported Multi-Year Planning Not Supported Risk Assessment Supported Workflow Management Not Supported File Sharing Features Audit Trail Supported Chat / Messaging Supported Collaboration Supported Document Management Supported Drag & Drop Supported Electronic Signature Not Supported Encryption Supported File Synchronization Not Supported Search Not Supported User Management Supported Version Control Not Supported Workflow Management Supported Loan Origination Features Amortization Schedule Not Supported Audit Trail Supported Closing Documents Supported Compliance Management Supported Customer Database Supported Digital Signature Not Supported Document Management Supported Fee Management Not Supported Loan Processing Not Supported Online Application Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Supported Closing Documents Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Supported Government Loans Not Supported Loan Origination Not Supported Loan Servicing Supported Pipeline Management Not Supported Pre-Qualification Supported Refinance Management Supported Residential Mortgages Supported		Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Supported Version Control Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Supported Version Control Supported Onboarding Features Course Management Supported Document Management Supported E-Verify / I-9 Forms Supported Electronic Forms Supported Electronic Signature Supported Employee Handbook Supported Employee Portal Supported File Management Supported Job Description Management Supported Orientation Management Supported Self Service Portal Supported Task Management Supported Tax Forms Supported Training Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Compliance Features Archiving & Retention Supported Artificial Intelligence (AI) Supported Audit Management Supported Compliance Tracking Supported Controls Testing Supported Environmental Compliance Supported FDA Compliance Supported HIPAA Compliance Supported Incident Management Supported ISO Compliance Supported OSHA Compliance Supported Risk Management Supported Sarbanes-Oxley Compliance Supported Surveys & Feedback Supported Version Control Supported Workflow / Process Automation Supported Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Supported Integration Features Dashboard Supported ETL - Extract / Transform / Load Supported Metadata Management Supported Multiple Data Sources Supported Web Services Supported Quality Management Features Audit Management Supported Complaint Management Supported Compliance Management Not Supported Corrective and Preventive Actions (CAPA) Supported Defect Tracking Not Supported Document Control Supported Equipment Management Supported ISO Standards Management Supported Maintenance Management Supported Risk Management Supported Supplier Quality Control Supported Training Management Supported Remote Work Features Collaboration Supported Credential Management Supported Electronic Signature Supported Employee Monitoring Supported Live Chat Not Supported Meeting Management Not Supported Project Management Supported Remote Access Supported Remote Support Supported Screen Sharing Not Supported Softphone Not Supported Task Management Supported Time Zone Tracking Not Supported Video Chat Not Supported Web Conferencing Not Supported Requirements Management Features Automated Functional Sizing Not Supported Automated Requirements QA Not Supported Automated Test Generation Not Supported Automated Use Case Modeling Not Supported Change Management Supported Collaboration Supported History Tracking Supported Prioritization Not Supported Reporting Supported Status Reporting Supported Status Tracking Supported Summary Reports Supported Task Management Supported To-Do List Supported Traceability Supported User Defined Attributes Supported Software Documentation Features Access Roles / User Permissions Supported Automatic Documentation Generation Not Supported Collaboration Tools Supported Docs Web Hosting Not Supported Feedback Capture Not Supported Markdown Support Not Supported Multiple Formats Support Not Supported Multiple Versions Support Not Supported reStructured Text Support Not Supported Version Control Supported Webhooks Supported WYSIWIG Editor Supported
Integrations Slack Supported Stackreaction Supported Zapier Supported APIANT Not Supported Cognito Forms Not Supported Docusign CLM Not Supported Google Docs Not Supported Google Drive Not Supported Jira Work Management Not Supported KonnectzIT Not Supported Meltano Not Supported Microsoft OneDrive Not Supported Microsoft Teams Not Supported PandaDoc Not Supported ProjectManager Not Supported Salesforce Not Supported Shift Not Supported UPilot Not Supported Workers by Delos Not Supported Wufoo Not Supported Show More Integrations View All 3 Integrations		Integrations Slack Supported Stackreaction Supported Zapier Supported APIANT Supported Cognito Forms Supported Docusign CLM Supported Google Docs Supported Google Drive Supported Jira Work Management Supported KonnectzIT Supported Meltano Supported Microsoft OneDrive Supported Microsoft Teams Supported PandaDoc Supported ProjectManager Supported Salesforce Supported Shift Supported UPilot Supported Workers by Delos Supported Wufoo Supported Show More Integrations View All 63 Integrations
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