Investor Dossier
Take a photo of a bill or notice. Know what to do next.
NextStep explains confusing paperwork in plain English, pulls out the amount and deadline, helps set reminders, and keeps proof after the task is done.
Current product demo screen captured from the Expo web build.
The Problem
People do not always know what a document is asking them to do.
Unclear language
Bills and notices often hide the simple answer: do I owe money, by when, and to whom?
Missed deadlines
Due dates live in paper mail, PDFs, portals, screenshots, and memory.
Lost proof
Receipts, confirmation numbers, notes, and helper messages are rarely kept with the document.
Market Signals
Bills and notices are common, and the consequences can be expensive.
Household paperwork is a mainstream problem.
Source: FRED / U.S. Census, 2025 household estimate.The phone camera is the natural starting point.
Source: Pew Research mobile fact sheet.Medical bills are a painful first category.
Source: KFF, 2022 health care debt survey.CFPB found medical bills on credit reports for 15M Americans.
Source: CFPB medical bills report.Many people manage paperwork for someone else.
Source: AARP/NAC Caregiving in the U.S. 2025.Deadline management has direct financial value.
Source: CFPB credit card late fee analysis.How It Works
Five simple steps.
Take a photo
Scan or upload a bill, notice, form, screenshot, or PDF.
Read the basics
See sender, amount, due date, and action needed.
Check uncertainty
If the AI is unsure, the app asks the user to review the field.
Set a reminder
Add a reminder, calendar event, or helper.
Keep proof
Save the receipt, confirmation number, note, or photo.
Product Screens
Current app screens.
Onboarding
Explains the basic promise.
Document Types
Shows bills, notices, insurance, utilities, and other examples.
AI Explanation
Shows what the document means and what to do next.
Home List
Shows documents that need review, are due, or are done.
Empty State
Guides a new user to add the first document.
Done Record
Keeps proof and status with the original document.
Current Capabilities
The code already supports the core product loop.
Reads documents
AI extracts sender, amount, due date, and action needed.
Answers questions
Users can ask natural-language questions about a saved document.
Shows uncertainty
Low-confidence fields can be reviewed before the user trusts them.
Creates reminders
Due dates can become reminders and calendar events.
Links helpers
Documents and reminders can connect to people who help.
Keeps proof
Notes, files, photos, and confirmation records stay attached.
Technology
A mobile app with a Supabase backend and AI document processing.
Mobile App
- Expo SDK 54
- React Native 0.81
- React 19
- Expo Router
- TypeScript
Backend
- Supabase Auth
- Postgres with RLS
- Supabase Storage
- Supabase Edge Functions
- Pilot access controls
AI + Reminders
- process-document
- ask-document
- AI output checks
- Expo notifications
- Calendar integration
Why Users Return
The first scan gives an answer. Repeated use keeps a record.
- Recurring bills can be recognized later.
- Important senders and due dates stay visible.
- Reminders stay tied to the original document.
- Proof stays with the document after it is done.
- Helpers can be connected to the right document.
Business Model
Start with a consumer subscription.
Free
Limited scans, basic summaries, and manual reminders.
Plus
More document history, AI Q&A, recurring detection, push reminders, and proof storage.
Family / Caregiver
Shared helpers, household document list, and delegated tasks.
Roadmap
What we build next.
0-30 days
- Improve TestFlight onboarding
- Open live upload to approved users
- Track scan-to-action conversion
- Test AI accuracy by document type
30-90 days
- Email-forwarding inbox
- Recurring bill detection
- Sharing with family and caregivers
- Reminder summaries
90-180 days
- Better document history
- Human review for risky documents
- Caregiver and benefits partners
- Stronger privacy and security
"NextStep tells people what a document means, what is due, and what to do before the deadline."
Sources