Software Alternatives & Reviews

Kopilot.io VS FileInvite

Compare Kopilot.io VS FileInvite and see what are their differences

Kopilot.io logo Kopilot.io

The way B2B business executives drive company with sales forecasts, tracking overdue, monitoring payment and review business performances.

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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  • Kopilot.io Landing page
    Landing page //
    2020-06-15

Kopilot makes sure that your figures are understandable clearly and simply:

Get reports when you need them, when you need them, in 15 seconds. It's like having your CFO in your pocket. No more confusing interfaces and complicated tables. Trust us; kopilot has even passed the grandmother's test. We make your data actionable. You no longer need a team of mathematicians with a Ph.D. to help you understand or predict it.

How much revenue will we generate at the end of the year or in the next 12 months? Am I selling more than I did last year? Is my invoice collection process efficient? Are my sales recurring? Was last month good? And many others?

Kopilot is a SaaS software designed for you. You do the configuration by yourself. In less than three minutes, your dashboards are ready. There are no consultants required; there are no start-up costs.

Try it; it's free!

  • 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.

Kopilot.io

Categories
  • Analytics
  • Reporting Platform
  • Expense Management And Reporting
  • Treasury Management
  • Business Intelligence
  • Budgeting And Forecasting
Website ww17.kopilot.io
Pricing URL Official Kopilot.io Pricing
Details $ Free Trial $99.0 / Monthly (All-inclusive plan. Unlimited users, unlimited documents.)
Platforms
Browser Windows Android iOS Mac OSX Linux Google Chrome Firefox Web Chrome OS Safari iPhone Internet Explorer Windows Phone Edge
Release Date2018-11-01

FileInvite

Categories
  • Documents
  • Document Management
  • Document Automation
  • Document Workflow Automation
  • Document Signing
  • Digital Signatures
  • Secure File Sharing
Website fileinvite.com
Pricing URL Official FileInvite Pricing
Details $paid Free Trial $17.99 / Monthly (Basic)
Platforms
Browser Web Google Chrome Firefox
Release Date-

Kopilot.io features and specs

  • Easy to Set-up and use: less than 5 min setup
  • Free Trial: 14-day free trial, no credit card required
  • Clean UI: Clean and Smooth UI, No technical jargon and just works
  • Integrations: Designed to Integrate Seamlessly with Your Favorite Tools
  • Analytics and Reporting: Analytics and dashboard provide insight of your team activities
  • Sales management: Yes
  • Knowledge Base: Yes
  • Expenses management: Yes
  • Predictive Intelligence: Yes (Sales forecasts)

FileInvite features and specs

No features have been listed yet.

Kopilot.io videos

Instant connection with Harvest data

FileInvite videos

FileInvite Explained

More videos:

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

Category Popularity

0-100% (relative to Kopilot.io and FileInvite)
Business Intelligence
100 100%
0% 0
Documents
0 0%
100% 100
Data Dashboard
100 100%
0% 0
Project Management
0 0%
100% 100

User comments

Share your experience with using Kopilot.io and FileInvite. 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 Kopilot.io and FileInvite

Kopilot.io Reviews

  1. Easy setup, for great financial insight!

    Intuit Quickbooks is my preferred accounting software for the past few years. I've been looking for a better understanding of my customer portfolio as well as some financial forecasting modeling ... well I think I found the right tool. Easy setup, great insights and smart guidance on key points to better manage my Digital Agency. The team is always very responsive, and is continuously implementing great financial boards.

    👍 Pros:    Easy integration|Great customer support|Cost effective|Great user experience

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.

What are some alternatives?

When comparing Kopilot.io and FileInvite, you can also consider the following products

232key - Transforms data received via RS-232 into keystrokes. Make your serial device talk to any program!

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

TWedge - TWedge enables you to capture data from devices like bar code readers, scanners, decoders, gauges...

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

Bold BI - Bring the power of analytics to the end users embedded as part of their business applications.

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