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THE GOODCOMPANY STARTER GUIDE

A clear start.
A little more
possibility.

Your email, client work and money, coming together. Here’s how to set up GoodCompany and make your first day a useful one.

Create your account Walk me through it
YOUR NEXT CHAPTERStarts here.
  1. 01
    Your companyA few questions. A clearer picture.
  2. 02
    Your profileThe details, checked by you.
  3. 03
    Your planRoom for the way you work.
  4. 04
    Your workspaceBring in what you need. Build from there.

A place for the work.
Space for what’s next.

01 / A WORKSPACE THAT KNOWS YOUR BUSINESS

First, make it
yours.

Create your account with your email and a password of at least 10 characters. Verify your email using the link in your inbox. Review your company and plan, then choose a guided or manual start. Complete the two-step verification prompt when asked and keep your recovery codes somewhere safe.

  1. 01

    INTERVIEW

    Tell us about your company.

    Answer the guided company interview. Your answers help GoodCompany prepare a company profile for you to review.

    Next: a draft profile, ready for your eyes.
  2. 02

    PROFILE

    Check the details.

    Review and edit your company information, including its legal name and reporting currency. Continuing creates your company and takes you to the plan choice.

    Your reporting currency is used for dashboard and statistics totals.
  3. 03

    PLAN

    Choose your room to grow.

    Pick Solo, Team or Agency. Eligible users can start a 14-day Solo trial with no card. Team and Agency start with a paid subscription.

    Compare plans and what’s included
  4. 04

    WORKSPACE

    Choose a guided or manual start.

    Choose Set up with me to prepare email, calendars, finances, documents, clients and draft team invitations. Every source step is optional. Choose I’ll set up manually for a small start with your own clients and tasks.

    What can I connect now or later?
    • EmailUse the mailbox options shown during setup. Later, go to Settings → Mailboxes.
    • Bank statementsUpload PDFs during setup or from Settings → Accounts once you’re inside. PDF imports are available on Solo too.
    • Live bank feedsAvailable on Team and Agency through Lunch Flow when configured. Lunch Flow bills its subscription separately from GoodCompany. Review provider terms before connecting from Settings → Accounts.
    • Calendar syncSolo, Team and Agency support Google and Microsoft calendar connections when configured. You can also connect from Calendar later.
    For guided setup, review your sources and choose Do magic. Processing continues after you close the tab. Check the results in Review what we found, choose Finish review, then Open GoodCompany.

02 / ONE SMALL STEP. SOMETHING REAL.

Make your first
useful move.

Pick the work that’s already on your mind. These are real paths through the app, so you know exactly where to start.

CLIENT WORKGive one client a home.
  1. Open Clients → Add client. Enter a name, email or domain and choose Add client in the dialog.
  2. Open that client’s profile. Choose Add project, name the work and select Create project.
  3. Go to Tasks → New task. Give the next action a title, link it to the client or project and choose Create task.

A client, a project and a clear next step.

YOUR DAYGet one thing out of your head.
  1. Open Tasks and choose New task.
  2. Add a title, set the details, priority, due date and assignee you need, then choose Create task.
  3. Move it to the board column that matches the work, or open the task and choose Mark done when the outcome is ready. Column names can be customized.

One less loose end. Progress you can see.

YOUR MONEYBring one statement into view.
  1. Open Settings → Accounts and upload a bank statement PDF.
  2. Clean imports are booked automatically. If one needs attention, choose Review and check the extracted rows and warnings against your PDF.
  3. For a reviewed import, use Commit … rows once checked. Booked entries appear in Transactions.

Real transactions to work with. No live bank feed required.

Prepare sources and review guided setup · Recover interrupted setup

Navigation and actions depend on your role and permissions. The labels here use the English interface.

03 / YOUR WORK, WITH A PLACE TO GO

Less “where was that?”
More “here it is.”

The sidebar groups your day, relationships, money and knowledge. Start with what’s useful today; the rest is there when you need it.

See what needs you

Bring your inbox, tasks, upcoming agenda and money overview into one starting point for the day.

Dashboard

Keep conversations moving

Read connected email, manage your agenda and drag work through task-board columns you can rename and organize. Add owners, dates and checklists.

Inbox · Calendar · Tasks

Give client work a home

Keep client profiles, projects and milestones together. Use Leads to manage prospective business separately.

Clients · My milestones · Leads

Follow the money

Review money in and out, manage bills and customer invoices, match payments and explore your financial totals.

Transactions · Bills · Receivables · Statistics

Keep useful knowledge close

Upload, search and edit documents. Owners and admins can connect Google Drive from Documents when configured. Use the Vault for sensitive entries, with access controlled through permissions.

Documents · Vault

Make the workspace yours

Manage your company profile, members, mailboxes, bank accounts and billing. Available controls depend on your role.

Settings
Take a closer look at the workspace

04 / A LITTLE DIRECTION, WHEN YOU NEED IT

You don’t have to
hold it all
in your head.

Sidekick is the AI assistant for your workspace. Ask it to find information in your connected work, or help turn an intention into a task.

In the app, open Sidekick in the sidebar, or tap Sidekick in the mobile bottom navigation.

Get to know Sidekick

Once the workspace is open, guides and ideas follow a real job across email, clients and money.

A GOOD FIRST QUESTION
“What tasks are still
open for me?”

Try it after you’ve added a task. Answers depend on the records in your workspace and your access to them.

You stay in the loop.

When an interactive proposal asks for a decision, review it and choose Approve or Reject. Separately configured background work can act automatically. Check the result and its source before relying on it.

Suggested prompt · not a live conversation

GOOD QUESTIONS

Before you begin.

Do I have to connect email or a bank to get started?

No. Choose I’ll set up manually to start with clients and tasks, or skip optional sources during guided setup. Add email later from Settings → Mailboxes, or bank accounts and statement PDFs from Settings → Accounts.

Can I try GoodCompany before choosing a paid plan?

Eligible users can start a 14-day Solo trial during setup, without a card. The trial is available once per person. Team and Agency are paid from the start. Choose a paid plan to keep working after your trial; an expired trial makes the workspace read-only.

Why does building the workspace take some time?

After Do magic launches guided processing, it continues in the background even if you close the tab. View progress shows stages, costs and problems. Use Pause and Resume when needed, then check Review what we found and Finish review before opening the app.

How do I bring in the rest of my team?

Open Settings → Members and invite people by email, choosing a role for each person. You need permission to invite members and room within your seat allowance. Check Settings → Billing or Plans & pricing for current seat allowances and extra-seat options.

Where do I manage my plan and AI usage?

Use Settings → Billing for your subscription and Settings → AI usage to review AI consumption if your role allows access. AI usage is metered against your company’s allowance. You can compare the included allowances on the Plans & pricing page.