Software Alternatives, Accelerators & Startups

FileInvite VS Lunch Money

Compare FileInvite VS Lunch Money 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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Lunch Money logo Lunch Money

A personal budgeting tool with multi-currency support
  • 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.

  • Lunch Money Landing page
    Landing page //
    2023-09-14

FileInvite videos

FileInvite Explained

More videos:

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

Lunch Money videos

Colourpop {Flexitarian} vs {Lunch Money}! Fair skin/ Pale skin Demo/Review/ swatches 2019

More videos:

  • Review - Lunch Money #256: The Fed, Spotify, Wealthfront, Kevin O'Leary, Jeff Bezos, #ASKLM
  • Review - Lunch Money #251: Pomp and Polina Review Companies, #ASKLM

Category Popularity

0-100% (relative to FileInvite and Lunch Money)
Document Management
100 100%
0% 0
Personal Finance
0 0%
100% 100
Project Management
100 100%
0% 0
Finance
0 0%
100% 100

User comments

Share your experience with using FileInvite and Lunch Money. 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 Lunch Money

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.

Lunch Money Reviews

7 Best Crypto Portfolio Trackers for 2021 (Tried & Tested)
BlockfolioBlockfolio's mobile-first design has always been a differentiatorFrom left to right: Blockfolio Signal, Markets and Asset Detail viewsKuberaAll your financial assets in one place. A thing of beauty!DeltaLeft two: the current Delta | Right: the upcoming Delta with traditional investmentsA look at Delta Direct - a similar feature to Blockfolio SignalLunch MoneyLunch...
Source: zabo.com

Social recommendations and mentions

Based on our record, Lunch Money seems to be more popular. It has been mentiond 44 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.

Lunch Money mentions (44)

  • Google begins enforcement of site reputation abuse policy
    I dunno. I switched over to https://lunchmoney.app/. But it was so frustrating wading through all the bad search results to find it. - Source: Hacker News / 29 days ago
  • Ask HN: Alternative to Mint.com?
    > A while back there was a tread in here where someone had an inexpensive one-time license mac software, but I cannot find it. I think you are looking for https://www.banktivity.com/ It feels a lot like Quicken which isn't a paradigm that works well for my brain and I moved to https://lunchmoney.app + a small app that consumes the API, does some transformations and exposes to Google Sheets' =IMPORTDATA formula.... - Source: Hacker News / 4 months ago
  • Ask HN: Alternative to Mint.com?
    In past Ask HN threads I've seen recommendations for Lunch Money (https://lunchmoney.app/) and You Need A Budget (https://www.ynab.com/). I can't personally speak to them as I use GnuCash, but I don't recommend it for you because it does not do automatic sync as you requested. - Source: Hacker News / 4 months ago
  • Americans are spending billions on stuff they forget to cancel
    I would suggest something like [LunchMoney](https://lunchmoney.app/) instead. Built in budgeting, rules to classify payments, and recurring subscriptions are automatically found and called out. I had a bunch of issues with Personal Capital connections continuously messing up and there's no way to classify and evaluate the purchases. - Source: Hacker News / 5 months ago
  • Ask HN: How do you manage your finances?
    Lunch Money is a beautiful little independent app for personal finances: https://lunchmoney.app/ Won't do lots of complex stuff like investment strategy and estate planning, but covers all the essentials for a personal / family budget. Gives you a good overview of your spending, net worth over time, and lots of charts and querying functionality. Made a big difference for me. Before I was spread across a bunch of... - Source: Hacker News / 5 months ago
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What are some alternatives?

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

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

Actual Budget - Robust and simple budgeting that works

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

Nova Money - The personal finance app you’ll open everyday

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!