CashCoach.io VS FileInvite

Bored of budgeting apps? 🤑

Try to gamify the experience! You can compete with yourself to save more than last month. Cash Coach will draw your objective line 📈 and get mad if you start to overspend! Succeed and your avatar will gain trophies 🏆 and experience 👑.

Here is how it works

Pick a nickname, create your in-game avatar. Next, connect your bank accounts via Open Banking in order to get the full picture. Not to worry, this is safe to do as Cash Coach Ltd is acting as an agent of TrueLayer, who provides the regulated Account Information Service, and who is authorised by the FCA as an Authorised Payment Institution (reference number: 793171).

Cash Coach comes in three different personalities - Cute, Best Friend & Ruthless. Cute will mother you through your financial challenge whilst Best Friend will keep it real for you. Ruthless however will get mad and instil financial terror in you if you overspend!

Cash Coach will show you how to set the right saving goals, automate your monthly budget and draw your objective line. You will receive daily motivational messages based on how you are performing compared to your objective.

🏦 Works with UK banks through Open Banking 🔐 User data is protected at a bank-grade level

There is more than 1 trillion of credit card debt in the world. But here at Cash Coach, we believe that anyone can be financially free.

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.