FOR ACCOUNTING, LEGAL, & FINANCE TEAMS
AI to de-risk document and spreadsheet-heavy work governed by Canadian Federal, Provincial, Municipal, & Industry regulations. Catch errors, inconsistencies, and hidden risks so your work is accurate, compliant, and free from costly issues.
THE PROBLEM
As document volume and complexity increase, manual review cannot reliably scale
Complex projects generate extensive document trails that no one can fully cross-reference by hand. Critical information is spread across reports, contracts, analyses, emails, and notes, often reviewed separately by different stakeholders. A single overlooked detail can lead to delays, rework, or damaged trust.
73%
of organizations fail document audits due to missing, incomplete, or improperly filed records
91%
report that poor data quality is harming operational efficiency and overall performance.
IN ACTION
One overlooked error can unravel a deal, a filing, or a client relationship
Stepscale reviews every document against your full deal folder so errors are caught internally, before they become problems for your clients, counterparties, or regulators.
How It Works
From risk to client-ready with Stepscale
Connect your project data, review your documents, and resolve every issue before it leaves your desk.
Connect Data
Connect Your Data Room
Link your data room of models, contracts, and supporting files. Stepscale uses your full project context to make every review accurate and specific to your work.
Review Files
Upload Your Document
Upload any document. Stepscale cross-references it against every connected file to surface errors, inconsistencies, and missing details with full context, not generic flags.
Fix with Confidence
Stepscale Identifies Every Issue
Review recommended fixes, apply changes in seconds, and send. No second-guessing. No surprises on the other end.
Performance
Measurable results on every deal
Real numbers from real deals.
25,000+
Issues identified across 1200+ professional documents
~90%
Fewer errors reaching client and lender approval
3x faster
Increase in review depth vs. manual processes
ROI in 30 days
From reduced errors, revisions, and resubmissions
Security
Stepscale is built to handle the most confidential documents.
Confidential
Private by design
Stepscale never uses your data to train AI models. Your information stays yours.
Secure
Bank-grade encryption
Data is encrypted using AES-256 and TLS, the same standards used by financial institutions.
Private
You control access
Work together or keep projects private. Control exactly who can view documents and findings.
TESTIMONIALS
Trusted by professionals
What teams actually say after using Stepscale on their projects.
BLOGS
Insights to complete every project with confidence.
Learn best practices for catching errors and inconsistencies across your most critical documents before they reach stakeholders.
FAQ
What is Stepscale and who is it built for?
Stepscale is an AI-powered document and spreadsheet review platform built for accounting, legal, and finance teams. It cross-references your files, flags errors and inconsistencies, and tracks open issues so nothing slips through to your clients, lenders, or regulators.
How does the AI review process work?
Upload your documents and spreadsheets into a Stepscale project. The AI cross-references information across every file, flags inconsistencies and risks, and organizes findings in a tracker your team can assign, comment on, and resolve before sign-off.
What types of documents can Stepscale analyze?
Financial statements, working papers, tax returns, purchase and sale agreements, loan agreements, disclosure statements, financial models, offering memorandums, covenant schedules, cash flow forecasts, term sheets, leases, closing checklists, and more.
Is my deal data secure?
Yes. All data is encrypted using AES-256 at rest and TLS in transit. Your files are never used to train shared AI models, and each company operates with isolated, private AI agents. Stepscale is also pursuing SOC 2 Type II certification.
Does Stepscale replace my team's due diligence process?
No. Stepscale works alongside your team as an additional layer of review. Your people still make every decision. Stepscale ensures they are working from accurate, consistent, fully cross-referenced information before anything goes out.
How quickly can my team get started?
Most teams are reviewing their first project within a day. Guided onboarding and live training are included, with no IT integration or setup required.
What kind of support does Stepscale provide?
Guided onboarding, live role-based training, responsive support from a team that understands professional document workflows, and ongoing check-ins as your needs evolve.
