Software Alternatives, Accelerators & Startups

FileInvite VS EveryDollar

Compare FileInvite VS EveryDollar 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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EveryDollar logo EveryDollar

Budgeting and expense tracking app
  • 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.

  • EveryDollar Landing page
    Landing page //
    2023-09-18

FileInvite videos

FileInvite Explained

More videos:

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

EveryDollar videos

Mint vs. YNAB vs. EveryDollar Pros and Cons

More videos:

  • Tutorial - HOW TO USE EVERYDOLLAR APP (Tutorial: Budget in 15 MINUTES with a Dave Ramsey Zero-based Budget!)

Category Popularity

0-100% (relative to FileInvite and EveryDollar)
Document Management
100 100%
0% 0
Personal Finance
0 0%
100% 100
Project Management
100 100%
0% 0
Financial Planner
0 0%
100% 100

User comments

Share your experience with using FileInvite and EveryDollar. 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 EveryDollar

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.

EveryDollar Reviews

11 Best Quicken Alternatives in 2021 (#1 is Free)
For those Dave Ramsey founds out there, EveryDollar may be a good substitute for Intuit’s Quicken. Now the first thing to point out is that EveryDollar ain’t cheap. After a 14-day trial, you’ll pay $129.99 a year. If you want to try it for just 3 months, it will cost $59.99. For this reason, it’s not high on my list. Still, I know that some folks are passionate about...
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
Creating the budget is the easiest part. From there, it is up to you to input all of your transactions manually. (EveryDollar Plus, which costs $129 per year, will automatically import transactions for you.) There are both iPhone and Android apps available to make inputting transactions simple while you are out and about. One common complaint about EveryDollar is that it...
Source: ptmoney.com
Top 15 Budget Apps to Make Your Personal Finance Goals Easy
EveryDollar offers a free version and a paid version (EveryDollar Plus). EveryDollar is now part of Ramsey+. Unfortunately, you can only connect to your bank and view account balances in the paid version. The free version still allows you to create unlimited budgets, track expenses against your budgets, and get email support. Your EveryDollar account comes with a free trial...
10 Mint.com Alternatives – Money Apps Fresher than Mint dot com
We do a deeper comparison of EveryDollar vs. Mint if you're seriously considering EveryDollar.
Source: wallethacks.com

Social recommendations and mentions

Based on our record, EveryDollar seems to be more popular. It has been mentiond 11 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.

EveryDollar mentions (11)

  • Out of Veterinary School will be 300-400k in debt
    Along the way, I've used both mint.com & everydollar.com as free budgeting platforms. The former will track all of your non-cash transactions in a single location while the former allows to-the-penny budgeting. You can pay for Everydollar to auto-track your bank transactions, but DR has some major beef with American Express, so you can't link an AmEx account to it. Source: about 1 year ago
  • Trying to figure out how to fix my situation.
    So get an online app that tracks every income and expense, I myself use the free app everydollar.com but there are others too. Source: over 1 year ago
  • What to do for TSP?
    You need to put together a monthly budget in order to get over the fear of "not having enough money left over at the end of the month" I use everydollar.com, its free and works great. Source: almost 2 years ago
  • I made a Budget Tracker because I'm moving out for the first time. Critique my spreadsheet and proposed budget. Feel free to make copy for yourself.
    I use everydollar.com to budget as a free account. Source: about 2 years ago
  • How do you organize your finances/future plans if you don't have kids and you don't want any?
    I get no commissions for this, but I've been using everydollar.com for years now to help with budgeting and I highly recommend it! Doesn't make the discipline to keep to a budget any easier, but it's helpful to see percentages of where my money is going (50% is on housing rn *sigh*). Source: about 2 years ago
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What are some alternatives?

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

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

Goodbudget - A home budget app based on the envelope budget system. Available on the web, Android, and iPhone.

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

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

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

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!