getting started
Professional guide
Everything included in your Professional plan and how to use it day to day.
The Professional plan is a US-hosted @finmail.com mailbox for investing, banking, and tax — a second identity next to the inbox you already use. Banks, brokers, and accountants are counterparties on that identity, not a reason to run Finmail as an accounting-practice system.
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 |
| Plugin Sandbox (FX, compound, market pulse) | Right rail plugins · Plugin Sandbox |
| Ask Finmail assistant | ⌘K / Ctrl+K · Ask Finmail |
Ask AI by email (askgpt@ / askgem@ …) |
Compose to Ask AI addresses · Ask AI by email |
| Compose assist (polish & tone rewrite) | Composer toolbar · Compose assist |
| Auto-forward (inbound) | Settings → Mail → Auto-forward · Mail settings |
| 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 & password recovery | Settings → Account → Account security · Two-factor auth · Password recovery |
| Questions & feedback | Settings → Help · Questions & feedback |
| 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 a brokerage, bank, or tax thread (for example a K-1 or 1099 pack)
- 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
Working with your accountant
Point the accountant (and the bank and broker) at [email protected] so tax packets and K-1s do not live in a consumer From or in your employer’s tenant.
When you send a statement to the accountant, prefer Secure Share over a raw PDF attachment. Skip burn after read if they need to reopen the pack next week. Finmail is not their client portal.
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.