The problem
You have three Gmail accounts. Maybe five. Financial emails land across all of them: K-1s from your partnership, a DocuSign for an equity agreement, a wire confirmation from your bank. They sit between newsletters and promo blasts.
Unlike a missed meeting, a missed K-1 or unsigned equity doc has real dollar consequences. Gmail filters do not work across accounts, cannot prioritize by financial urgency, and create no audit trail.
What it catches
Tax Documents
critical
- K-1s, 1099s, W-2s
- Tax statements
- Annual tax reporting
Signature Requests
critical
- DocuSign, HelloSign
- PandaDoc, Adobe Sign
- Equity agreements
Equity & Options
critical
- RSU vesting, stock options
- 409A valuations, ESPP
- Cap table updates
Brokerage Statements
high
- Account statements
- Trade confirmations
- Dividends, margin calls
Bank & Wire Transfers
high
- Wire confirmations
- ACH transfers
- Balance alerts, large txns
How it works
1
Install
pip install fnsvr
2
Scan
Checks all your Gmail accounts. Read-only, local-only.
3
Review
Notifications, digests, and a terminal review queue.
How it's built
- Local-first, always. Your email data never leaves your machine. No cloud, no accounts, no SaaS.
- Read-only by design. The Gmail scope is gmail.readonly. Architecturally incapable of touching your inbox.
- Config over code. Add a new bank or broker with a one-line YAML edit. No code changes needed.
- Open source. MIT licensed. Audit the code, extend the patterns, own the tool.
Get started
$ pip install fnsvr
$ fnsvr init
$ fnsvr setup personal
$ fnsvr scan --initial
Scans the last 90 days across all configured accounts.