When company setup needs attention

First identify the unfinished step

A pending plan, a paused import and an unanswered review are different problems. Return as the owner who started guided setup and read the current heading before retrying anything.

Recover safely

1. If you are still at Plan, complete the trial or paid-plan choice. A successful return from checkout is not sufficient until the app confirms payment. Use Check again when offered.
2. If the heading is Setup paused, inspect View progress and the issue text. Resolve the stated connection, usage or source problem, then choose Resume. Pause animation only stops the visual animation; it does not pause processing.
3. For a connection problem, choose Edit connections or Stop and edit setup when offered and reconnect the intended provider account. Return through the launch screen to continue.
4. For an individual failed item, read its name and error. Choose Retry now, or Queue retry while paused. Queued retries begin after you resume. If it cannot be corrected now, read Skip this item and confirm only if you accept leaving it out.
5. If progress says it is reconnecting, allow it to reconnect or return to the same company’s setup. Processing continues on the service after launch; closing a tab is not cancellation. Avoid re-uploading everything.
6. At Review what we found, use the remaining-decision links and wait for any retry or rescan to finish. Finish review stays unavailable while required decisions or work remain. Finish review, then choose Open GoodCompany.

If it still cannot progress

Keep the displayed error, the affected source name and the time you checked it when contacting support. If a model provider is unavailable, repeated retries may fail for the same reason. Guided setup does not automatically change your chosen model. You can leave setup and use the app manually, then resume from the Setup guide; inspect inactive sources before expecting new imports.

Check the result

Open the original file, client, invoice or conversation after a retry. A disappearing error alone does not confirm that the result is correct. Skipped work should remain on your own follow-up list.