Software Alternatives & Reviews

FileInvite VS Bold BI

Compare FileInvite VS Bold BI and see what are their differences

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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Bold BI logo Bold BI

Bring the power of analytics to the end users embedded as part of their business applications.
  • 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.

  • Bold BI Landing page
    Landing page //
    2023-10-19

With Bold BI, you can connect to your data, transform it to your needs, create a dashboard with related KPIs, and share it with your users for collaboration. Bold BI comes with various deployment options along with the embedding benefit of a seamless website integration experience through our Embedded SDK APIs.

FileInvite

$ Details
paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Release Date
-

Bold BI

Website
boldbi.com
$ Details
paid Free Trial $245.0 / Monthly (For one self-hosted server)
Platforms
Web Mobile Cloud Linux Azure Docker
Release Date
2018 June

FileInvite features and specs

No features have been listed yet.

Bold BI features and specs

  • Row-level Security: Yes
  • Single Sign-on: Yes
  • Trusted Authentication: Yes
  • Multi-tenancy: Yes
  • White labeling: Yes
  • Intuitive Widgets: Yes
  • UI Interactions: Yes
  • Dril-down: Yes
  • Linked Analytics and Reports: Yes
  • Custom Visualizations: Yes
  • Tabbed Dashboards: Yes
  • JavaScript Embedding: Yes
  • I-frame Embedding: Yes
  • Version Control: Yes
  • Localization: Yes
  • Visual Data Modeling: Yes
  • Calculated Fields: Yes

FileInvite videos

FileInvite Explained

More videos:

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

Bold BI videos

Display Dashboards Anywhere - Bold BI Embedded Explainer Video

More videos:

  • Tutorial - How to Create a Dashboard - Bold BI Tutorial for Beginners
  • Tutorial - Getting Started with Embedded BI - Bold BI Tutorial for Beginners
  • Review - Working With Bold BI Interface

Category Popularity

0-100% (relative to FileInvite and Bold BI)
Documents
100 100%
0% 0
Business Intelligence
0 0%
100% 100
Project Management
100 100%
0% 0
Data Dashboard
0 0%
100% 100

Questions and Answers

As answered by people managing FileInvite and Bold BI.

How would you describe your primary audience?

Bold BI's answer:

We are proud to serve a wide variety of customers, from individual developers to Fortune 500 companies, with an ecosystem of compatible developer control suites, embeddable BI platforms, and business software. No matter your needs or your budget, we have the tools to help your teams succeed.

What's the story behind your product?

Bold BI's answer:

After nearly two decades of polishing one of the most impressive collections of UI controls on the market, Syncfusion has channeled its data visualization expertise into Bold BI, a simplified yet comprehensive solution for building and delivering business dashboards.

With Bold BI’s drag-and-drop interface, you don’t need to have a technical background to create beautiful dashboards. The flexibility of Bold BI lets you either build and deliver dashboards without installing any software or create and manage dashboards from your own servers.

After you sign up for a free trial, our onboarding team will help you get started setting up dashboards. We’re always happy to help with any questions you have, but with Bold BI’s user-friendly designer, creating powerful business intelligence dashboards has never been easier.

User comments

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Reviews

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

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.

Bold BI Reviews

We have no reviews of Bold BI yet.
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What are some alternatives?

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

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

232key - Transforms data received via RS-232 into keystrokes. Make your serial device talk to any program!

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

Klipfolio - Klipfolio is an online dashboard platform for building powerful real-time business dashboards for your team or your clients.

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

Tableau - Tableau can help anyone see and understand their data. Connect to almost any database, drag and drop to create visualizations, and share with a click.