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Nekstep app · access by single-use link

Your admin, drafted by Aria

Quotes, invoices, client files: it drafts, you approve.

Access by single-use linkInstalled on your computer, macOS or WindowsChecked before your first sign-in

Nekstepdemo version · fictitious data

Operations

AI agents

General

In doubt, a question?Customer support answers you.

Dashboard

What is waiting for you today

Demo mode — everything here is simulated: fictitious clients and documents, no e-mail actually sent. You can try anything without breaking anything.

Frozen data

Collected this month

1 320,00 €
One invoice settled.

Outgoings this month

486,00 €
Two outgoings recorded.

Awaiting payment

1 151,34 €
Two open invoices.
2

Invoiced revenue

2 471,34 €
2026 to date, excl. VAT.

What is waiting for you

Invoices by status

Invoiced 20262 471,34 €
  • Paid1 320,00 €
  • Sent161,34 €
  • Overdue990,00 €

Latest documents

DocumentTypeStatusDueAmount
InvoicePaid16 Jun 20261 320,00 €
InvoiceOverdue5 Aug 2026990,00 €
InvoiceSent21 Sep 2026161,34 €
QuoteDraft—2 480,00 €

Demonstration instancenothing is sent, nothing is stored

Request an auditOne conversation, then a go-live checked point by point.
What it does
Seven screens
7
Screens in the app
4
AI agents included in the subscription
1 + 3
Your account, plus three members

What Nekstep can do for you

  • Your quotes and invoices are ready when you arrive — all you do is approve.
  • Your mailboxes are collected together, and you see which one each message came from.
  • WhatsApp enquiries reach you qualified, with the thread and the client record.
  • Your activity reads without a spreadsheet: the Analyst agent goes through it.
  • Everything is checked point by point before your first sign-in.

How it goes

  1. You ask for an audit

    We look together at what Nekstep changes in your business, screen by screen.

  2. We set it up, and we check it

    We export your CRM and your databases into the tools Nekstep uses, Airtable and Notion, during setup. Your CRM, your e-mails, Aria and the agents are then tested point by point, and as long as one check is red, access does not open.

  3. You get your link

    A single-use link installs the app on macOS or Windows. It never opens in a public browser.

Seven screens, four agents, one single app.

Request an audit

Aria drafts, you approve

It writes your quotes, your invoices and your client files, and answers questions about a file. It sends nothing without your approval.

Everything reaches you in one place

Several mailboxes collected together, the qualification agent’s WhatsApp threads, the analysis of your activity: the same screens as your documents and your clients.

Never in a public browser

You install it on your computer, macOS or Windows. The link you receive is what downloads it.

Request an audit

Your CRM, your databases, your SMTP

Checked before your first sign-in.

What is included

  • Aria, the assistant (Claude Opus 5): quotes, invoices, client records and files. It drafts, you approve.
  • Four AI agents: Aria, e-mail sorting, WhatsApp qualification, the analyst.
  • One administrator account and three members.
  • Seven screens: dashboard, documents, clients, e-mails, qualification, analysis, profile and costs.
  • The link to your own CRM and databases, and sending through your own SMTP.
  • The app for macOS and for Windows, installed through a single-use link.

Your data, protected

Gate.ia protects its users’ data and uses it only to deliver the service. Never for anything else: no resale, no advertising, no model training.

  • It stays with you: your own CRM, your own databases, your own mailbox. The app connects to them and passes it to no one else.
  • You remain the data controller under the GDPR; Gate.ia acts only as a processor, and the contract says so.
  • No model is trained on it: that is Anthropic’s published policy for its API, and that of the tools Nekstep files it into (Airtable, Notion).
  • Your instance runs on European servers, in France, isolated from every other one. Your access keys are encrypted at rest, the master key lives outside the database, and backups are encrypted too.
  • No tracker, no analytics, no third-party cookie in the app: three cookies, all strictly necessary to run it.
  • The services hosting that data operate under a GDPR data processing agreement and are certified SOC 2 and ISO 27001.

Your instance ships with its own privacy policy: named subprocessors, retention periods, your rights. This site’s privacy policy is published online.

Four questions, four answers

Do I need an account on a website?
No: Nekstep installs on your computer, and the single-use link you receive is what downloads it. It never opens in a public browser.
Does Aria send e-mails on its own?
Never. It drafts your documents and your replies; it creates no record and sends nothing without your approval.
What about my data?
They stay in your own CRM and your own databases: the app links to them, and e-mails go out through your own SMTP. Those links are part of the checks run before your first sign-in.
Windows or Mac?
Both: the app installs on macOS as well as on Windows. The same single-use link downloads it either way.

Your access opens after the go-live test, never before.

Ten checks — your CRM, your databases, your e-mails, Aria, the agents — all go green before your access opens.

The three AI agentsThe five AI training sessions, by video call