Software Alternatives & Reviews

Buddi VS FileInvite

Compare Buddi VS FileInvite and see what are their differences

Buddi logo Buddi

Buddi is a personal finance and budgeting program, aimed at those who have little or no financial...

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.
Visit Website
  • Buddi Landing page
    Landing page //
    2021-07-25
  • 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.

Buddi videos

JML Dri Buddi Review

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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 Buddi and FileInvite)
Accounting
100 100%
0% 0
Documents
0 0%
100% 100
Personal Finance
100 100%
0% 0
Project Management
0 0%
100% 100

User comments

Share your experience with using Buddi and FileInvite. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Buddi and FileInvite

Buddi Reviews

Best 9 Personal Finance Software For Windows 11, 10 Free PC, Surface Pro
Buddi is a top-rated personal finance and budgeting software designed for all types of users. The freeware tool is compatible with Windows 11 PCs. If you want to manage your financial activities, then Buddi is the right app for you. It comes with basic money management features to manage your financial activities.
Best personal finance software of 2024
Money can be easily pulled from and moved between different accounts, and Buddi can generate all sort of reports about your spending and earnings broken down in a variety of ways. If you're looking to save money, the program can help you to stick to a budget and for anyone who is completely new to the concept of accounting, the Buddi website has a number of helpful guides to...
18 Best Free GnuCash Alternatives for Free Accounting
Buddi is a compact tool that helps users manage their personal finances though quite effectively. It’s biggest USP lies in the fact that it offers enhanced safety option for its users by encrypting the financial data with a passcode. Moreover, it’s extremely easy to use and is perfect even for the beginners who have no previous experience in finance.
Source: thegeekpage.com
18 Best Free GnuCash Alternatives for Free Accounting
Buddi is a compact tool that helps users manage their personal finances though quite effectively. It’s biggest USP lies in the fact that it offers enhanced safety option for its users by encrypting the financial data with a passcode. Moreover, it’s extremely easy to use and is perfect even for the beginners who have no previous experience in finance.
Source: merabheja.com

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 Buddi and FileInvite, you can also consider the following products

HomeBank - Access Financial Services. Easy, fee-free banking for entrepreneurs Get the financial tools and insights to start, build, and grow your business.

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

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!

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

CalendarBudget - The easiest way to track and forecast your wealth - using a calendar.

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