What Teams Are Building With Stepscale

We've been building.

Over the past few months, we've watched real estate teams use Stepscale in incredible ways. An asset manager running monthly portfolio reports in minutes. A developer syncing every project file automatically so nothing gets lost. A home builder reviewing dozens of invoices against contracts and approving them for electronic payment.

The pattern was clear: teams wanted Stepscale to assist where the work was time-consuming, complex, or repetitive. And they wanted it to be reliable and secure.

So we built that. Stepscale handles and automates tasks—doing 20 to 50 times more work per task than other AI tools. For teams across real estate that demand trustworthy results. Every time.

What's new

Cloud Drive Syncing. Stepscale's Project Knowledge now syncs with your cloud drive every hour. Google Drive, OneDrive, SharePoint—whatever you use. Files update automatically. No manual uploads.

Recent Workflows on Your Home Page. The workflows your team uses most now show up front in Team Projects. Less searching. Faster access. You're always in the know of what the team is working on.

Pre-Built Workflows for Asset Managers. New workflows covering portfolio strategy, asset acquisition, and much more. Track performance. Compile investor reports. Analyze budget vs actuals. All built in.

QuickBooks Integration. Connect your QuickBooks account directly to Workflows. Pull financial data, generate reports, and compile investor packages without switching systems.

What teams are doing with it

One asset manager was spending two days every month compiling portfolio performance reports. Pulling data from QuickBooks. Updating occupancy from spreadsheets. Writing summaries for investors.

Now Stepscale pulls the financials from QuickBooks. Syncs the latest occupancy data from their cloud drive. Drafts the performance summary with citations. What used to take two days takes two hours.

A developer told us their biggest risk wasn't bad deals—it was losing track of good information. Site plans buried in old folders. Feasibility studies that didn't make it into the shared drive. Zoning notes stuck in someone's email.

With cloud drive syncing, everything stays current. Stepscale pulls from the latest files automatically. The team stops hunting. The work moves faster.

A home builder was drowning in invoice approvals. Dozens of invoices every week. Each one needed to be checked against the original contract. Line items verified. Amounts confirmed. Then routed for electronic payment.

Now Stepscale reviews each invoice against the contract. Flags discrepancies. Confirms line items match scope. Prepares the approval summary. What used to take hours of manual checking now takes minutes.

Why this matters

Real estate work doesn't happen in one system. It happens across email, cloud drives, accounting software, PDFs, spreadsheets, and municipal portals.

Stepscale works where your work lives.

It syncs with your files. Connects to your tools. Learns your workflows. And handles the repetitive work so you don't have to.

Teams report saving 10 to 20 hours per week. That's 40 to 80 hours a month back in your calendar. Time spent on deals, not documents. On decisions, not data entry.

What we're building next

You've told us what more you need. We're building it.

Portfolio-wide answers. You want answers for every property in your portfolio—regardless of where the information is or who worked on it. We're building that. Ask once. Get answers across your entire portfolio.

Visual project mapping. You've asked for maps so you can visually connect with current and previous projects and properties. We're building that. See your portfolio. Navigate your history. Connect the dots.

What you can do now

If you're already using Stepscale, these features are live. Cloud drive syncing is automatic. QuickBooks connects in settings. Recent workflows show up on your home page. Asset management workflows are ready to run.

If you're not using Stepscale yet, we'd love to show you how it works.

Stepscale plugs into the tools you already use. No code. No IT project. No learning curve.

Your data stays yours. AES-256 encryption. You control deletion. We don't train models on your files.

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