Software Alternatives, Accelerators & Startups

FileInvite VS Firefly III

Compare FileInvite VS Firefly III 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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Firefly III logo Firefly III

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

  • Firefly III Landing page
    Landing page //
    2022-06-12

FileInvite videos

FileInvite Explained

More videos:

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

Firefly III videos

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Category Popularity

0-100% (relative to FileInvite and Firefly III)
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

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Reviews

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

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.

Firefly III Reviews

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Social recommendations and mentions

Based on our record, Firefly III seems to be more popular. It has been mentiond 6 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.

Firefly III mentions (6)

  • Looking for an app to track my finances that can automatically connect with my banking accounts. Any tips?
    Firefly is open source and free: https://firefly-iii.org. Source: over 2 years ago
  • YNAB is Costly and Mint gives your data away.. Any alternatives that allow me to upload transactions (don't need sync), and auto categorize my transactions?
    I also use Firefly (https://firefly-iii.org). If you're comfortable self-hosting, it's a nice option. There are importer tools for things like YNAB or CSV files from your bank. Source: over 2 years ago
  • Budgeting Software for multiple currencies?
    I use Firefly III but it's self-hosted. It does support multiple currencies though. Source: over 2 years ago
  • Cheaper YNAB alternative?
    If you're tech savvy, I would recommend locally hosted Firefly III with parsers of PDF bank statements (it's Canada, most banks can't even properly export CSV with all transactions...) Https://firefly-iii.org/. Source: over 2 years ago
  • Ideas - no promises. What service do you wish was hosted on alltheviruses.com? Wanting to give back to the community, and couldn't help but buy a funny domain.
    A https://firefly-iii.org self-budget instance treated like an ARG where community members post fictitious monetary tasks for wins and losses. Each account would be a player and after x amount of time, whoever has the highest amount of money in their account wins. Tasks can be posted on some kind of self-hosted Kanban board (haven’t tried any yet) or on a Wiki page. Source: almost 3 years ago
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What are some alternatives?

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

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

HomeBank - Access Financial Services. Easy, fee-free banking for entrepreneurs Get the financial tools and insights to start, build, and grow your business.

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

Money Manager Ex - Money Manager Ex is a free, open-source, cross-platform, easy-to-use personal finance software.

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

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