FileInvite vs. Hubdoc

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FileInvite
Score 4.1 out of 10
N/A
FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. FileInvite also allows you to set up reminders, templates and sync with your cloud storage like Google…N/A
Hubdoc
Score 8.8 out of 10
N/A
Hubdoc, a Xero company since the 2018 acquisition, is a bill management software solution, allowing users to capture and sync bills, receipts, bank statements and related documents to the user's preferred accounting software (e.g. Quickbooks, Xero, etc.).
$12
per month
Pricing
FileInviteHubdoc
Editions & Modules
No answers on this topic
Starting Price
$12.00
per month
Offerings
Pricing Offerings
FileInviteHubdoc
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
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User Ratings
FileInviteHubdoc
Likelihood to Recommend
3.4
(6 ratings)
7.1
(12 ratings)
Usability
10.0
(1 ratings)
-
(0 ratings)
Performance
10.0
(1 ratings)
-
(0 ratings)
Support Rating
-
(0 ratings)
3.0
(3 ratings)
Ease of integration
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
FileInviteHubdoc
Likelihood to Recommend
FileInvite
Our forms for summer camper parents vary depending on the needs of the camper (i.e. allergies, nutrition requirements, & program desirability such as horseback riding or preferred cabin mates). This situational form allowance is a breeze with fileinvite, and the setup process is intuitive and very easy to manage as a collaboration across our entire team
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Xero
If you're looking to automate categorization of expenses and help avoid human error, this is a good option. It takes a bit of dialing in at the onset but afterwards can be set to work very well on its own. Splitting invoices and other customizations was helpful in cases of large complicated invoices.
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Pros
FileInvite
  • Templates are fantastic and take very little time to create a file invite.
  • Ease and simplicity of communication.
  • Ability to send reminders to ensure needs tasks are completed.
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Xero
  • Extracts data from documents both from a feed and a scan really quick.
  • Availability of automated feeds directly from the supplier.
  • Integration with accounting software e.g. Xero (now owned by them) and QBO.
  • Ability to auto-archive to many different cloud storage locations such as Google Drive and ShareFile.
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Cons
FileInvite
  • It takes forever to delete unwanted document in my experience.
  • The signature never appears on the right spot and the box can't be resized.
  • Our problem has always been to collect dozens of documents to submit an application.
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Xero
  • Although it is great that they can automatically get bank statements and transactions once linked, these links have been very unreliable historically.
  • Figuring out how to set up the automatic feed is cumbersome. You can land up being inundated with useless transaction data.
  • you have to upload each document separately. The program cannot differentiate/split PDFs.
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Usability
FileInvite
Aside from a few minor recommendations, the solution is well thought through and very easy to set up. As a matter of fact, the onboarding support by the team was fantastic, and the ongoing availability to help while we were/are learning the platform has been extremely friendly and reliable.
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Xero
No answers on this topic
Performance
FileInvite
It has been pretty smooth so far. There was an issue earlier this week that resulted in corrupted invites whereby the unique secure link failed, but I was able to resubmit the invitations quite simply, and they've assured me the issue was unusual and I won't be alarmed unless it happens again sometime soon.
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Xero
No answers on this topic
Support Rating
FileInvite
No answers on this topic
Xero
At the time we implemented Hubdoc (more than 2 years ago) it was quite cutting edge and did have strong advances from the competition plus its pricing was definitely more competitive (flat rate vs price per data extraction model). However, currently the competition has caught up and now many of Hubdoc's core features are being built into online accounting software natively.
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Alternatives Considered
FileInvite
FileInvite has a lot of nice features, but the overall cost is the company's downfall. We were able to get a lot of the same features that we need for a lot less with other companies and providers.
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Xero
I don't have hands-on experience with any of the other software I mentioned. I have done a good deal of research with them, but did not find any particularly compelling reasons why they were better. The real reason I selected Hubdoc was because they offered a free, no-strings-attached lifetime account for QuickBooks ProAdvisors. Had they not offered that, I would not have tried it or been writing this review. Great job on the partner program, Hubdoc!
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Return on Investment
FileInvite
  • Positive feedback from clients and employees who have used this vs Docusign.
  • Not sure about the exact ROI, however, I know that this has had significant cost savings vs the previous software.
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Xero
  • It made our scheduling more reliable because we have the documents we need more quickly
  • We have less annoying client contacts where we were traditionally constantly bugging them to send us documents
  • It has made the bill input process much more efficient, saving us time
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ScreenShots

FileInvite Screenshots

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