getting started
Professional guide
Everything included in your Professional plan and how to use it day to day.
The Professional plan is designed for independent investors and senior operators who need one full-featured mailbox with finance-grade AI and privacy tools.
What's included
| Capability | Where to find it |
|---|---|
| Full mailbox (send, receive, search, folders) | Sidebar · Reading & composing |
| Unified inbox (2+ accounts) | Sidebar Unified inbox · Reading & composing |
| Mail calendar (deadlines & meetings from mail) | Quick access Calendar · Mail calendar |
| Attachment center | Quick access Attachments · Attachment center |
| Signal Hub (financial intelligence briefing) | Quick access Signal Hub · Signal Hub |
| Mail analytics | Quick access Mail analytics · Mail analytics |
| AI mail insights (summary, risk, entities) | Right rail AI tab · Mail AI insights |
| Ask Finmail assistant | ⌘K / Ctrl+K · Ask Finmail |
| Compose assist (polish & tone rewrite) | Composer toolbar · Compose assist |
| Privacy Enhancement Gateway | Settings → Privacy gateway · Privacy gateway |
| Devices & encrypted sync | Settings → Devices & sync · Devices & sync |
| Secure Share (password-protected links) | Message menu · Secure Share |
| Desktop alerts & quiet hours | Settings → Notifications → Notification center · Notifications & VIP |
| VIP priority senders | Settings → Mail → VIP contacts · Notifications & VIP |
| Signatures & templates | Settings → Mail · Signatures & templates · Mail settings |
| 2FA & account security | Settings → Account → Account security · Two-factor auth |
| External mail clients (optional) | IMAP/SMTP · External mail clients |
AI quotas (Professional)
Your plan includes daily/monthly limits on AI features (summaries, deep analysis, compose assist, Shield scans, Ask Finmail). When a limit is reached, Finmail shows a clear message — it does not silently substitute demo results.
Check usage hints in the mail list and AI panels. Upgrade to Team for higher pooled quotas and collaboration features.
Typical first-week checklist
- Enable 2FA and save backup codes
- Create your signature and one template for recurring outreach
- Try AI summary on an inbound deal thread
- Pin Calendar and Signal Hub in sidebar quick access
- Browse Attachment center after your inbox syncs
- Configure notification tiers, quiet hours, and VIP contacts (Notifications & VIP)
- Review Privacy gateway redaction before sending sensitive drafts externally
Not on Professional
These require Team (or higher):
- Custom domain DNS onboarding for
@yourfirm.com - Mail assignment (Assigned to me / Assigned by me), shared drafts, send approval workflow
- Team shared outbound sending
- Multiple seats and member provisioning
See Team guide or Pricing to compare plans.