Software Alternatives & Reviews

Bank Account Starter API VS FileInvite

Compare Bank Account Starter API VS FileInvite and see what are their differences

Bank Account Starter API logo Bank Account Starter API

This API enables users to open a 360 Savings Account or a 360 Money Market Account.

FileInvite logo FileInvite

Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
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  • Bank Account Starter API Landing page
    Landing page //
    2023-04-23
  • FileInvite Landing page
    Landing page //
    2022-03-24

Accelerate key stages in your document management processes using out-of-the-box automation. Easily request files, documents, forms & signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.

FileInvite automatically converts returned files to PDF and syncs with your favorite cloud storage system, CRM, or LOS using native integrations and API. Try it for yourself with a free 14-day trial.

Bank Account Starter API videos

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FileInvite videos

FileInvite Explained

More videos:

  • Review - David's team use FileInvite to collect documents and get more clients
  • Review - Fundera Case Study

Category Popularity

0-100% (relative to Bank Account Starter API and FileInvite)
Finance
100 100%
0% 0
Documents
0 0%
100% 100
Currency Exchange
100 100%
0% 0
Document Management
0 0%
100% 100

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Reviews

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FileInvite Reviews

5 Popular Ways to Sign Forms Online
Listed as an emerging favorite for 2022 by software review platform Capterra, FileInvite is a secure file sharing and client portal SaaS platform. With broad applications in lending and other financial services, FileInvite allows users to sign documents with authenticated digital signatures and upload them through a 256-bit encryption-secured client portal.
Top 5 Best Document Management Software With Client Portal in 2022
FileInvite is revolutionizing the way professionals worldwide seek documents and information from their clients. FileInvite's secure document portal solution replaces email processes in high-document applications such as mortgage applications, education enrollment, legal affairs, accounting, human resources, and banking.
10 best free electronic signature apps to eSign PDF
You receive several good features with FileInvite such as the ability to create templates, invite multiple users to sign a document, and sending notifications to customers by emails and texts. Drawbacks include a lack of customization in the template design and an un-optimized workflow.

What are some alternatives?

When comparing Bank Account Starter API and FileInvite, you can also consider the following products

Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.

Oracle Bharosa - Oracle Bharosa is a fraud and identity theft control system that helps you combat these problems in your organization.

Financial Modeling Prep - Access all stocks discounted cash flow statements, market price, stock markets news, and learn more about Financial Modeling. Learn M&A, LBO, DCF, Comps, and Financial Statement Modeling thought concrete examples

Onehub - Onehub helps businesses securely share and control files in the cloud.

Credit Offers API - Our Credit Report API offers a secure, easy, and effective tool to access consumer credit data from either 1, 2, or all 3 Credit Bureau's. 

Kount Complete - Explore our Kount Complete Product, the leading solution for digital fraud prevention. Kount is trusted by 6,500+ brands globally.