Software Alternatives, Accelerators & Startups

FileInvite VS Money Dashboard

Compare FileInvite VS Money Dashboard 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.
Visit Website

Money Dashboard logo Money Dashboard

Your personal finance assistant.
  • 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.

  • Money Dashboard Landing page
    Landing page //
    2022-01-25

Money Dashboard

Pricing URL
-
$ Details
-
Platforms
-
Startup details
Country
Scotland
City
Edinburgh
Employees
10 - 19

FileInvite videos

FileInvite Explained

More videos:

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

Money Dashboard videos

How To Use Money Dashboard

More videos:

  • Review - Money Dashboard talks to Finder about getting a grip on your finances
  • Review - Money Dashboard - the future of personal finance

Category Popularity

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

User comments

Share your experience with using FileInvite and Money Dashboard. For example, how are they different and which one is better?
Log in or Post with

Reviews

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

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.

Money Dashboard Reviews

Best personal finance software of 2024
Money Dashboard - Popular money management Over half a million people use the award winning Money Dashboard app, which makes it one of the most popular personal finance choices out there. It's quick and easy to sign-up for free, which will allow you to explore all of the features and functions.

Social recommendations and mentions

Based on our record, Money Dashboard seems to be more popular. It has been mentiond 5 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.

Money Dashboard mentions (5)

  • How do you track your expenses and savings?
    I feel moneydashboard.com is dying. Source: about 1 year ago
  • Quick offers
    You can try MoneyDashboard for a £4 Amazon voucher after linking your back account - no deposit or spend required. non-ref link (no money). Source: over 2 years ago
  • MoneyDashboard - Quick and Easy £4 Amazon Voucher (No ID or deposit
    Non-ref link (you won't get the £4 if you use this one though!). Source: over 2 years ago
  • £4 free Amazon e-gift card for downloading the Moneydashboard app and linking a bank account.
    Non referral link (no £4 gift card) : https://moneydashboard.com. Source: over 2 years ago
  • Can you help a family feeling the 'squeeze'...
    Do up a budget for the past few months and see where your money goes. There are apps that categorize your spending if your bank's mobile apps are crap, and it can help get a picture of where your money goes. https://www.moneydashboard.c as an example. Source: over 2 years ago

What are some alternatives?

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

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

GnuCash - A personal and small-business financial-accounting software, licensed under GNU/GPL and available for Linux, Windows, Mac OS X, BSD, and Solaris.

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.

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