Blogs

Review Documents with Confidence

SCHEDULE Tax return excerpt
Mock · Canada
Tax year
2025
Type
T1/T2 working
Line Description Amount
8810 Office supplies 1,240
8521 Meals & entertainment 3,800
9945 Work-space-in-the-home 4,200
44800 CPP & EI from T4 2,890
Review worksheet Amounts in CAD
50% meals limit
T777 no support
CPP/EI mismatch
3 issues caught
· Due Diligence

How Stepscale Helps Accounting Teams Combat AI Tax Errors This Season

With AI mistakes eating into tax season, Stepscale's expert-level AI reviews help accounting teams save time while protecting client trust.

PDF CIM_Draft_v3.pdf
Cap rate missing
NOI mismatch
Date discrepancy
3 resolved
· Underwriting

Catch Errors While You Work

From pro formas to offering documents, catching errors before they reach stakeholders is the key to confident, accurate deal submissions.

PDF Report.pdf
XLS Pro_Forma.xlsx
Errors
Risks
Differences
Custom
12 issues caught
· Due Diligence

Catch and Prevent Costly Project Issues

From consultant reports to financial models, catching issues early is the key to preventing costly delays and budget overruns.

CODE

IBC 2021
Building Code

DWG Floor_Plan_L2.pdf
Egress width
Occupancy load
IBC 2021 · 3 violations
· Underwriting

Catch Building Code Issues in Your Project Work

From jurisdiction-specific codes to drawing compliance, catching building code issues early prevents costly design changes and submission delays.

PDF Sales_Comps.pdf
100 King St $412/SF
55 Bay Ave $289/SF !
350 Adelaide $398/SF
780 Queen W $445/SF !
Comp outlier
$289/SF — 30% below mean
Stale sale
18 months old, conditions shifted
3 verified
· Due Diligence

A Better Way to Review Project Work

From documents to drawings, AI-assisted Reviews show findings directly in your files so you can sign off with confidence, not uncertainty.

PDF CIM_Draft.pdf
3 5 4
Tracker 5 of 12
NOI corrected
Lease date fixed
Cap rate missing
Scope gap in bid
· Product Updates

Stepscale’s Reviews and Tracker Are Now Live

From flagging findings to tracking resolution, Reviews and Tracker give your team a clear system to catch and close issues across every deliverable.

3 High · 14 files
5 Med · 9 files
Clear · 11 resolved
In Review · 6 found
6 projects 8 High 12 Med 9 Low 11 Resolved
· Due Diligence

Review and Catch Issues Before They Affect Your Project

From due diligence to payment approvals, reviewing work at every sign-off moment is the key to catching issues before they impact your project.

DWG Floor_Plan
XLS Pro_Forma
PDF CIM_Draft
Document Review 6 issues
Financial Validation 8 issues
Drawing Validation 4 issues
Invoice Auditing 5 issues
· Due Diligence

4 Ways Stepscale De-risks Your Work by Surfacing Hidden Issues

From document reviews to invoice audits, surfacing hidden issues across your project files is the key to avoiding costly errors before they compound.

One AI Assistant
Project-Aware Context
1,000 Files Per Project
· Product Updates

Stepscale Just Got Smoother and Smarter

One assistant for every task, context-aware responses for every project, and up to 1,000 files as working context.

C

Analyze all lease expirations and flag any within 90 days

S
Analyze Lease Expirations & Flag 90-Day Window
1. Retrieve all lease data files from project files
2. Consolidate into standardized format with key fields
3. Identify all leases expiring within 90 days
4. Export flagged report with summary statistics
Cancel
Run Now
· Product Updates

A New Way to Use Stepscale

From quick answers to complex multi-step analysis, conversational workflows let you automate repetitive work by simply describing what you need.

XLS Budget_2024...
PDF Geotech...
PDF Survey...
PDF Insurance...
DWG Foundation...
PDF Appraisal...
PDF Phase_II...
XLS Pro_Forma...
PDF Permit...
PDF Contract...
DWG Site_Plan...
PDF Title...
PDF RFP_Response...
PDF Lease_Summary...
XLS Comps...
PDF Appraisal...
DWG Structural...
PDF Utilities...
PDF Environmental...
PDF Zoning_Study...
PDF Traffic...
XLS Draw_Schedule...
PDF Cost_Model...
PDF Feasibility...
PDF Due_Diligence...
DWG Elevations...
XLS Permits...

25' front

15' side

§12.4.2

Setback: 25' front, 15' side

Phase_II_Report.pdf · §12.4.2

· Underwriting

Stepscale Projects Eliminate the Hunt for Answers

From syncing cloud drives to getting source-cited answers, project-based workspaces eliminate the hunt for information across your deals.

ESA Phase I 1,247 pg
Extract
Answer
Compare
Reports
· Due Diligence

Read and Reason With 1,000+ Page Documents

From environmental assessments to feasibility studies, turning oversized documents into searchable, citable answers saves hours of manual review.

“We are obsessed with helping our clients deliver accurate work and move forward with confidence.”