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.
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.
Pricing
Simple, flexible plans
Choose the right plan for your team and scale as you grow.
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 due diligence platform for real estate transactions. It helps capital providers, advisors, brokers, and developers surface errors and hidden risks across deal documents before they reach approval, protecting your reputation and avoiding costly revisions.
How does the AI review process work?
Upload your deal documents 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?
Pro formas, rent rolls, underwriting models, offering memorandums, loan agreements, environmental reports, appraisals, title documents, insurance certificates, deal-related emails, meeting transcripts, and more.
Is my deal data secure?
Yes. All data is encrypted using AES-256 and TLS. Your files are never used to train shared AI models, and each company operates with private AI agents. Stepscale is also pursuing SOC 2 certification.
Does Stepscale replace my team's due diligence process?
No. It augments your team as a tireless second set of eyes. Your people still make every decision. Stepscale ensures they're working from accurate, consistent, fully cross-referenced information.
How quickly can my team get started?
Most teams are reviewing their first deal within a day. Guided onboarding and live training are included, with no lengthy integration or IT setup required.
What kind of support does Stepscale provide?
Guided onboarding, live role-based training, responsive support from engineers who understand real estate workflows, and ongoing success check-ins as your needs evolve.
