BOOKS, MADE CLEAR
3F
3F
Form Free Finance
Settle your accounts with one click.
3F Finance collects bank account statements, turns each PDF into bookkeeping and tax-ready data, then keeps you in control with a human review step.
3F keeps you up to speed. You stay in control.
3F organizes the financial evidence. You review the decisions that matter.
3F Finance pulls the transactions, so there’s no scanning or emailing.
3F Finance sends a simple text that you answer with a click in the app.
3F includes human review and balances every statement.
3F Finance provides all of this for less than the cost of basic software.
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 local market purchase was personal or business—so you can resolve it with context.
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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