Start your Automation Journey with StepwiseRPA and our community! 

When your process is too big to fail, but too small for IT, StepwiseRPA gives you the power to turn time-consuming tasks into Automated Processes!

Deep integration with powerful tools like:

  • SharePoint
  • Excel
  • Outlook / Email
  • And more

Find Your Use Case

Built by Business Users for Business Users

We built StepwiseRPA to solve our own automation needs. Our team has decades of experience in Accounting, IT, and Shared Services, working in a Fortune 500 company.

StepwiseRPA enables companies looking to centralize, standardize, automate, and document processes.


  • Create journal entries
  • Allocations
  • Process spreadsheets
  • Track approvals
  • Distribute reports


  • Data gathering and processing
  • Prepare pricing files
  • Report preparation and distribution

Excel Users

  • Deep integration with Excel
  • Easily work with multiple workbooks
  • 40+ Excel actions

Tax Professionals

  • Request tax certificates
  • Prepare data for audits
  • Process data for returns
  • Populate workpapers

SharePoint Users

  • Create, read, update, and delete list items
  • Upload / download documents
  • Create list views 

Outlook Users

  • Filter and read emails
  • Save attachments
  • Send personalized emails using variables
  • Send attachments

Let’s get started!

30-day trial, plus when you buy, 30 days money back guarantee.

Free Community Edition license for non-commercial uses.

Ready to buy?