Prepare sources and review guided setup

Before you start

The initiating company owner controls guided setup. Have the intended email and calendar accounts, readable statement PDFs, invoice files and useful company documents ready. Check the plan’s available connections, seats and storage in the app. Do not upload the same file repeatedly while its first copy is processing.

Prepare only the sources you need

1. Choose Set up with me. In Connect your email, choose Connect Google, Connect Microsoft or Other email (IMAP) and complete the requested connection details.
2. For each mailbox, review Analyze existing email history and Include spam. Downloading past messages and asking AI to analyze them are different choices. Include spam only when you need those messages considered.
3. Continue to calendars, finances and documents. Check the account, selected calendar or Drive location before continuing. Add statement PDFs, invoices and company files to their intended source sections.
4. In Add your clients, enter known clients and projects and explain How your company works. For example, distinguish a client from a supplier with a similar name. Review each draft team invitation and its role.
5. In Review and launch, inspect the source list, history choices, storage and draft invitations. Read AI processing and privacy, then choose Do magic. Prepared sources start importing when you launch, not merely when they appear in this list.

What happens during processing

Open View progress to follow Reading your sources, Understanding your email, Making your information searchable, Matching invoices and payments, Finding clients and projects, and Preparing your review. A stage marked Not needed can simply mean you did not select a relevant source. Downloading a message does not mean every later analysis step is finished.

Processing runs in the background after launch, so you can close the tab and return. Recorded AI cost shows reported work, with pending calls listed separately; it is not a guaranteed final quote. AI usage limits and provider availability can interrupt work. Pause stops new guided work, although an operation already underway may finish. Resume continues it.

Review before finishing

1. Open Review what we found. Read the remaining-decision notice and use its links to reach the items needing attention.
2. Check client and project suggestions against the supporting conversations. Correct names, relationships and assignments rather than accepting a guess because it sounds plausible. Where a relationship question appears, select an answer and choose Save answer.
3. For an invoice suggestion, compare the invoice, payment amount, currency and supporting evidence. Confirm only the relationship supported by the records; an extracted invoice or suggested match is not proof of payment.
4. Resolve remaining problems and unread files. Retry a correctable problem, or read the skip explanation before leaving an item out. A skipped file has not been successfully read.
5. Choose Finish review once available. Finalization creates the prepared team invitations; they are drafts before that point. Choose Open GoodCompany and check one client, one file and any financial records you expected.

Change sources or scan again carefully

Stop and edit setup during processing, or Change setup during review, lets you change preparation. The launch screen then offers Continue processing or Back to review, depending on whether anything changed.

A normal client/project rescan replaces unconfirmed suggestions and automatic links while preserving confirmed records, corrections and manual assignments. Clear setup & start fresh has a different effect: it clears decisions and manual assignments and archives confirmed client/project records. Read that warning; this reset cannot be undone from review.

For invoices, Rematch looks for payment pairs again while preserving accepted and refused matches. Check all invoices again rereads invoice details. Check the confirmation and wait for the current scan to settle before starting another.

Continue manually without losing your place

Set up manually or Leave setup and open the app saves your preparation and pauses guided work. Prepared sources may be inactive. Open Settings → Profile → Setup guide to inspect them, choose Activate this source deliberately, or Resume guided setup. The optional walkthrough’s progress is saved in this browser; the guided preparation is saved with the company.