Software Alternatives & Reviews

Tiller Money VS FileInvite

Compare Tiller Money VS FileInvite and see what are their differences

Tiller Money logo Tiller Money

The only service that automatically imports financial transactions into a spreadsheet daily.

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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  • Tiller Money Landing page
    Landing page //
    2023-10-03
  • 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.

Tiller Money videos

Create a Budget in Google Sheets in 30 Minutes (or Less) - Tiller Money Review | Mr. Jamie Griffin

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 Tiller Money and FileInvite)
Personal Finance
100 100%
0% 0
Documents
0 0%
100% 100
Accounting
100 100%
0% 0
Document Management
0 0%
100% 100

User comments

Share your experience with using Tiller Money 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 Tiller Money and FileInvite

Tiller Money Reviews

11 Best Quicken Alternatives in 2021 (#1 is Free)
I don’t know how they do it, but Tiller Money has figured out how to turn a Google Sheet into a dynamic budgeting tool. You link your bank accounts and credit cards to Tiller’s Google Sheet tool, and it automatically downloads all of your transactions. From there you can create budgets, categorize spending and generate reports.
Source: robberger.com

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.

Social recommendations and mentions

Based on our record, Tiller Money 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.

Tiller Money mentions (6)

  • I'm looking at 2 alternatives to Mint
    You say spreadsheets are not contenders, but I will still offer Tiller: https://tillerhq.com. Source: almost 2 years ago
  • any automated tools to pull bank/credit card data?
    Tiller (tillerhq.com) does this for $80/year. It downloads into a spreadsheet that also provides budgeting -- but you can do whatever you want with the data. I'm happy with it for multiple accounts and credit cards. Source: about 2 years ago
  • Spreadsheets Are Hot–and Cranking Out Complex Code
    I use Google Sheets for personal finance with TillerHQ to automate downloading bank data. It is, as far as I know, the only workable solution in this space. http://tillerhq.com. - Source: Hacker News / about 2 years ago
  • Best way to track the totality of all your finances (in one place)?
    Tiller. tillerhq.com connects to your accounts and fills in the line items into a gsheet or excel for you. Once there, they have templates to use or you can roll your own in spreadsheets. I moved to this after being a Mint / Quicken user for years. Only thing that would let me do what I really wanted. Source: about 2 years ago
  • YNAB Alternative
    I use a software called Tiller. It links to Google Sheets and then feeds your bank info in. It has worked fantastic for 4+ years. The biggest perk, is that all the data is in a normal Google sheet, so I can use all the normal Google apis, formulas, etc; to move transactions around and store long term history. Plus their templates are fantastic and they have a labs app also with tons for niche templates that are... Source: over 2 years ago
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FileInvite mentions (0)

We have not tracked any mentions of FileInvite yet. Tracking of FileInvite recommendations started around Mar 2021.

What are some alternatives?

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

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

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

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!

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.

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