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FileInvite VS Bonsai

Compare FileInvite VS Bonsai and see what are their differences

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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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Bonsai logo Bonsai

Bonsai is a one-stop business & finance management platform designed for creative and digital agencies. Streamline client management, track your team’s time, get paid faster and manage finances in one place.
  • 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.

  • Bonsai
    Image date //
    2024-01-31
  • Bonsai
    Image date //
    2024-01-31
  • Bonsai
    Image date //
    2024-01-31
  • Bonsai
    Image date //
    2024-01-31
  • Bonsai
    Image date //
    2024-01-31
  • Bonsai
    Image date //
    2024-01-31
  • Bonsai
    Image date //
    2024-01-31
  • Bonsai
    Image date //
    2024-01-31

Bonsai is a one-stop platform for creative and digital agency management designed to provide agencies and service providers with a complete and real-time overview of their business. Streamline client management, track your team’s time, get paid faster and manage all finances in one place. From contracts, proposals and project management to bookkeeping, taxes and banking, we’ve got you covered.

FileInvite features and specs

No features have been listed yet.

Bonsai features and specs

  • Project Management: Yes
  • Client CRM: Yes
  • Billing & Invoicing: Yes
  • Team Time Tracking: Yes
  • Collaboration: Yes
  • Client Portal: Yes
  • Contract Management & E-Signature: Yes
  • Proposal Management: Yes
  • Task Tracking: Yes
  • Forms & Surveys: Yes
  • Tax & Bookkeeping Management: Yes
  • Income & Expense Management: Yes
  • Credit Card: Yes
  • Free Document Templates: Yes
  • Quarterly Taxes Estimate: Yes
  • Online Banking: Yes
  • Multi-Currency: Yes
  • Workflow Automation: Yes
  • Scheduling: Yes

FileInvite videos

+ Add

FileInvite Explained

More videos:

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

Bonsai videos

+ Add

Intro to Bonsai

Category Popularity

0-100% (relative to FileInvite and Bonsai)

FileInvite

Bonsai

Documents
100 100%
Documents
0% 0
Time Tracking
0 0%
Time Tracking
100% 100
Project Management
21 21%
Project Management
79% 79
Document Management
100 100%
Document Management
0% 0

User comments

Share your experience with using FileInvite and Bonsai. 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 FileInvite and Bonsai

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.
Source: www.fileinvite.com
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.
Source: www.techtimes.com
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.
Source: www.pocket-lint.com

Bonsai Reviews

7 Best QuickBooks Alternatives for Small Businesses
Next up on our list of QuickBooks alternatives is Bonsai — an all-in-one product suite for freelancers that has some nifty accounting features built in. With Bonsai, you can track your billable expenses by creating an expense, assigning it to a project and attaching those expenses to an invoice. You also can connect your bank account to import your expenses. What’s more,...
Source: www.fundera.com

Social recommendations and mentions

Based on our record, Bonsai seems to be more popular. It has been mentiond 2 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.

FileInvite mentions (0)

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

Bonsai mentions (2)

  • How to start a fintech company?
    Hey there, If you want to easily build a first version of your product, I recommend using Stripe. In my company (hellobonsai.com) we've built out a few FinTech products in only a few months thanks to Stripe Treasury (providing an online bank account to our user) and Stripe Issuing (providing bank cards). Source: over 2 years ago
  • Online invoicing/accounting software for international payments?
    I tried a platform called Bonsai (hellobonsai.com), but I dropkicked them for hidden fees. They charged me a currency conversion fee when no currency conversion occurred. Source: over 2 years ago

What are some alternatives?

When comparing FileInvite and Bonsai, 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.

AND CO - AND CO helps freelancers, entrepreneurs and other small businesses run their business smarter.

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

FreshBooks - The ideal accounting software for small business owners.

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

Rymotely - All-In-One Finance & Business Management designed to help Micro & Small Companies run and manage their business in one place.

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