BOOKS, MADE CLEAR
3F
3F
Form Free Finance
Turn financial statements into books you can trust.
3F Finance collects bank, investment, and account statements, turns each PDF into bookkeeping and tax-ready data, then keeps you in control with a human review step.
3F
3F
All systems normal
STATEMENTS RECEIVED
12
RECORDS READY
126
REVIEW QUEUE
03
New statements are processed and ready for your review.
Updated today
Automation does the busywork. You stay in control.
3F organizes the financial evidence. You review the decisions that matter.
Set it up once. Monthly statements follow automatically.
After you approve a read-only connection through Plaid, monthly statements are retrieved automatically, so you only need to set up access once. No financial data is stored in the 3F App or on the website.
Structured records become ongoing analysis.
The 3F App turns reviewed activity into regular updates, highlighting changes such as a rise in spending, an increase in income, or patterns that deserve attention.
Human review flags what needs your answer.
After review, the 3F App asks focused questions about unclear activity—for example, whether a Target purchase was personal or business—so you can resolve it with context.
Have a question?
Tell us what you’d like to know, and we’ll be in touch.
Get 3F on Your Phone
Enter your mobile number and we’ll text you a secure one-time link to access your client portal and connect your accounts.
🔒 Secure 256-bit encryption • Read-only bank access via Plaid • Standard SMS rates apply
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