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The Stepwork Platform

Deterministic work across the tools you already run

  • Extraction
  • Rule
  • Webhook

In product

  • ProcedureRun the process end to end
  • ExtractionPull data into the next step

Solutions

How Stepwork shows up for your team and industry

By team

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See all teams

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
  • MSPsNew users and license true-ups
See all industries
Log inBook a Demo

Product

  • ProcedureRun the process end to end
  • ExtractionPull data into the next step
Marketplace

By team

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See all teams

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
  • MSPsNew users and license true-ups
See all industries
Deterministic AgentsSecurity
Log inBook a Demo

Solutions by team

Procedures for the work your teams repeat

Pick your team. Each one lists the manual work Stepwork takes off its plate, the apps it runs in, the data it moves, and the rules and loops that keep it right.

On this page

  1. Information Technology
  2. Security & Compliance
  3. Finance & Accounting
  4. Sales & RevOps
  5. Operations
  6. HR & People

Information Technology

Accounts, access, helpdesk requests
    • Microsoft TeamsMicrosoft Teams
    • Microsoft Entra IDMicrosoft Entra ID
    • Microsoft 365Microsoft 365
    • FreshserviceFreshservice

    IT helpdesk automation

    Stepwork runs the requests your helpdesk repeats, from password and MFA resets to licenses and mailbox access, from a Teams message or a ticket, the same way every time.4 example procedures
    IT
    • SnowflakeSnowflake
    • DatabricksDatabricks
    • Amazon S3Amazon S3
    • NetSuiteNetSuite
    • OktaOkta

    Data warehouse extraction

    Stepwork pulls reports from admin consoles, ERPs, and vendor portals that have no API or connector, on a schedule, and loads the rows into Snowflake, Databricks, or S3.2 example procedures
    IT
    • ZyloZylo
    • ZoomZoom
    • FigmaFigma
    • Microsoft 365Microsoft 365
    • ChatGPT EnterpriseChatGPT Enterprise

    SaaS license reclamation

    Stepwork reads each seat's last active date in every app's admin console, warns inactive users, and reclaims their seats on a schedule, with a record of every seat removed.3 example procedures
    IT
IT procedures in industry pages
    • FreshserviceFreshservice
    • Microsoft Entra IDMicrosoft Entra ID
    • PDI EnterprisePDI Enterprise
    • Verifone CommanderVerifone Commander
    New store employee across Microsoft Entra ID, PDI Enterprise, and Verifone CommanderFuel and convenience stores
    • FreshserviceFreshservice
    • Microsoft Entra IDMicrosoft Entra ID
    • Verifone CommanderVerifone Commander
    Remove a leaver from every store's Verifone CommanderFuel and convenience stores
    • ConnectWise PSAConnectWise PSA
    • IT GlueIT Glue
    • Microsoft 365Microsoft 365
    • Pax8Pax8
    New-user ticket in ConnectWise PSA to a ready account in Microsoft 365MSPs

Security & Compliance

Access reviews, evidence, audits
    • VantaVanta
    • SlackSlack

    Vanta evidence collection

    Stepwork signs in to the apps your Vanta integrations can't read, captures the evidence on a schedule, and files it in Vanta through its screens or its API.3 example procedures
    Security & Compliance
    • OktaOkta
    • WorkdayWorkday
    • VantaVanta
    • SlackSlack

    User access review automation

    Stepwork pulls accounts from every app, including ones without SCIM, matches them to HR, carries out reviewer decisions, and files the evidence in Vanta.3 example procedures
    Security & Compliance
    • CrowdStrikeCrowdStrike
    • TenableTenable
    • WizWiz
    • Microsoft Entra IDMicrosoft Entra ID
    • JiraJira
    • SlackSlack

    Vulnerability management automation

    Stepwork reads each security tool every morning, writes one summary of what changed since yesterday, and opens tickets for vulnerabilities that are exploited or overdue.3 example procedures
    Security & Compliance
    • CrowdStrikeCrowdStrike
    • OktaOkta
    • Microsoft Entra IDMicrosoft Entra ID
    • Microsoft 365Microsoft 365
    • ProofpointProofpoint
    • SlackSlack

    Security incident response automation

    Stepwork runs the containment steps your team recorded in Okta, CrowdStrike, Microsoft 365, and other consoles, the same way every time, with approval in chat and a timeline.4 example procedures
    Security & Compliance
Security & Compliance procedures in industry pages
    • FMCSA SAFERFMCSA SAFER
    • McLeod LoadMasterMcLeod LoadMaster
    • Microsoft TeamsMicrosoft Teams
    New carrier checks on FMCSA SAFER before setup in McLeod LoadMasterFreight and trucking

Finance & Accounting

Invoices, billing, month-end close
    • ZyloZylo
    • IroncladIronclad
    • ZipZip
    • DocuSignDocuSign
    • NetSuiteNetSuite
    • SlackSlack

    Vendor renewal management

    Stepwork reads renewal dates, notice periods, and usage from your tools each week, gets owners to decide before the deadline, and runs every new vendor through the same checks.4 example procedures
    Finance & Accounting
    • QuickBooks DesktopQuickBooks Desktop
    • StripeStripe
    • SAP ConcurSAP Concur
    • Bill.comBill.com
    • OutlookOutlook

    Month-end close and collections automation

    Stepwork reads your AR aging, sends each overdue invoice the right notice, chases missing receipts before close, and checks bills against POs, in any accounting system.4 example procedures
    Finance & Accounting
    • NetSuiteNetSuite
    • StripeStripe
    • CartaCarta
    • WorkdayWorkday
    • DatasiteDatasite
    • DocSendDocSend

    Investor data room automation

    Stepwork pulls financials, revenue metrics, headcount, and the cap table into your data room after each close, holds any month where revenue doesn't tie, and logs every run.4 example procedures
    Finance & Accounting
Finance & Accounting procedures in industry pages
    • MeditechMeditech
    • AvailityAvaility
    • Microsoft TeamsMicrosoft Teams
    Tomorrow's eligibility checks on AvailityHealthcare
    • Microsoft Dynamics GPMicrosoft Dynamics GP
    • OutlookOutlook
    Monthly storage and handling billing in Microsoft Dynamics GP3PL and warehousing
    • OutlookOutlook
    • Viewpoint SpectrumViewpoint Spectrum
    • ProcoreProcore
    Won bid to a job in Viewpoint Spectrum and ProcoreConstruction
    • Viewpoint SpectrumViewpoint Spectrum
    • OutlookOutlook
    Subcontractor insurance checks before pay apps in Viewpoint SpectrumConstruction
    • ExcelExcel
    • QuickBooks DesktopQuickBooks Desktop
    • OutlookOutlook
    • KarbonKarbon
    Month-end checks across every client's QuickBooks Desktop fileAccounting firms
    • OutlookOutlook
    • KarbonKarbon
    • SharePointSharePoint
    Client bank statements into the right folder and taskAccounting firms
    • SuccesswareSuccessware
    • QuickBooks DesktopQuickBooks Desktop
    • OutlookOutlook
    Completed jobs to invoices in QuickBooks DesktopField services and trades
    • ConnectWise PSAConnectWise PSA
    • Pax8Pax8
    • Microsoft 365Microsoft 365
    Monthly license true-up for every client in ConnectWise PSAMSPs

Sales & RevOps

CRM to ERP, orders, quotes
    • Microsoft Dynamics 365Microsoft Dynamics 365
    • Act!Act!
    • Sage 100Sage 100
    • QuickBooks DesktopQuickBooks Desktop

    CRM to ERP data mapping

    Stepwork maps a closed deal from any CRM into a sales order or invoice in your ERP, field by field, and writes the number back. Dynamics, Act!, Sage, QuickBooks, and more.3 example procedures
    Sales & RevOps
Sales & RevOps procedures in industry pages
    • OutlookOutlook
    • Epicor Prophet 21Epicor Prophet 21
    • Microsoft TeamsMicrosoft Teams
    Customer PO to a sales order in Epicor Prophet 21Manufacturing and distribution

Operations

Orders, deliveries, dispatch
    • OutlookOutlook
    • QuickBooks DesktopQuickBooks Desktop

    Warehouse orders and deliveries

    Stepwork turns emailed PDF orders into WMS orders, puts delivery emails on the dispatch calendar, and invoices shipped orders in QuickBooks, using the systems you already run.4 example procedures
    Operations
    • ExcelExcel
    • Microsoft TeamsMicrosoft Teams
    • SlackSlack

    Website and portal monitoring

    Stepwork opens every site on your list, reads what's on the page, checks it against rules you write, and alerts your team only when something needs a look.2 example procedures
    Operations
Operations procedures in industry pages
    • OutlookOutlook
    • MeditechMeditech
    • Microsoft TeamsMicrosoft Teams
    Faxed or emailed referral to a patient in MeditechHealthcare
    • OutlookOutlook
    Emailed PDF order to an order in Custom WMS3PL and warehousing
    • OutlookOutlook
    • McLeod LoadMasterMcLeod LoadMaster
    • Microsoft TeamsMicrosoft Teams
    Rate confirmation PDF to a load in McLeod LoadMasterFreight and trucking
    • Epicor Prophet 21Epicor Prophet 21
    • Microsoft TeamsMicrosoft Teams
    Supplier ship dates into open POs in Epicor Prophet 21Manufacturing and distribution
    • OutlookOutlook
    • SuccesswareSuccessware
    Service request to a job in SuccesswareField services and trades

HR & People

Onboarding and offboarding
    • WorkdayWorkday
    • Microsoft Entra IDMicrosoft Entra ID
    • OktaOkta
    • Google WorkspaceGoogle Workspace
    • RampRamp

    Employee offboarding automation

    Stepwork starts offboarding when HR records a termination, closes every app including ones without SCIM, hands files to the manager, and records when access ended.4 example procedures
    HR & People
    • WorkdayWorkday
    • Microsoft Entra IDMicrosoft Entra ID
    • OktaOkta
    • JamfJamf
    • Microsoft TeamsMicrosoft Teams

    Employee onboarding automation

    Stepwork reads new hires from your HR system, creates their accounts, sets up every app in their bundle, including ones without SCIM, and tells the manager what's ready.4 example procedures
    HR & People
HR & People procedures in industry pages
    • FreshserviceFreshservice
    • Microsoft Entra IDMicrosoft Entra ID
    • PDI EnterprisePDI Enterprise
    • Verifone CommanderVerifone Commander
    New store employee across Microsoft Entra ID, PDI Enterprise, and Verifone CommanderFuel and convenience stores
    • FreshserviceFreshservice
    • Microsoft Entra IDMicrosoft Entra ID
    • Verifone CommanderVerifone Commander
    Remove a leaver from every store's Verifone CommanderFuel and convenience stores

See it run on a process you already repeat

Bring one. We will show you what it looks like as a flow and what each run records.

Book a Demo
Stepwork

Deterministic agents for work that must run the same way every time.

Product

  • Procedure
  • Extractions
  • Marketplace

Solutions

By team
  • IT
  • Security & Compliance
  • Finance & Accounting
  • Sales & RevOps
  • Operations
  • HR & People
By industry
  • Healthcare
  • 3PL and warehousing
  • Freight and trucking
  • Fuel and convenience stores
  • Construction
  • Manufacturing and distribution
  • Accounting firms
  • Field services and trades
  • MSPs

Capabilities

  • Deterministic Agents
  • Stepwork MCP
  • Containers

Company

  • Security
  • FAQ

Resources

  • AngelList Case Study
  • Claude Co-Work Alternative

Legal

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  • Privacy Policy
  • Data Processing Agreement
  • Subprocessors

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