Software Alternatives & Reviews

Budgetzero VS FileInvite

Compare Budgetzero VS FileInvite and see what are their differences

Budgetzero logo Budgetzero

Budgetzero is an open-source budgeting application that helps you easily see what your money is going towards.

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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  • Budgetzero Landing page
    Landing page //
    2023-05-11
  • 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.

Budgetzero 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 Budgetzero and FileInvite)
Personal Finance
100 100%
0% 0
Documents
0 0%
100% 100
Financial Planner
100 100%
0% 0
Project Management
0 0%
100% 100

User comments

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Reviews

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

Budgetzero 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.

Social recommendations and mentions

Based on our record, Budgetzero seems to be more popular. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Budgetzero mentions (3)

  • Best alternative to fireflyiii? Basically just looking for a YNAB self-hosted clone...
    I've seen that list but somehow I missed budgetzero. The demo (https://app.budgetzero.io/budget) looks like it's exactly what I'm after. Source: over 2 years ago
  • YNAB like budgeting tool?
    Https://app.budgetzero.io/budget is one I've been keeping my eye on, but it's a bit too early on to really use (imo. You may like it!). I'm hoping it picks up development pace a bit, or there are some people out there willing to contribute to the project. Source: over 2 years ago
  • YNAB like budgeting tool?
    Perhaps contribute to https://app.budgetzero.io/budget. Source: over 2 years ago

FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

What are some alternatives?

When comparing Budgetzero and FileInvite, you can also consider the following products

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

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.

Firefly III - Financial manager, it can help you keep track of expenses, income, budgets and everything in...

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