TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    FileInvite

    Score1.1 out of 10
    N/AFileInvite 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

    Score8.7 out of 10
    N/AHubdoc, 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
    Community Pulse
    FileInviteHubdoc
    Considered Both Products
    FileInvite
    No answer on this topic
    Xero
    No answer on this topic
    Key User Insights
    Would buy again
    40%
    Would buy again
    2 Answers
    57%
    Would buy again
    4 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    6 Answers
    Happy with the feature set
    60%
    Happy with the feature set
    3 Answers
    86%
    Happy with the feature set
    6 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    67%
    Lived up to sales and marketing promises
    4 Answers
    Implementation went as expected
    No answers on this topic
    86%
    Implementation went as expected
    6 Answers
    Best Alternatives
    FileInviteHubdoc
    Small Businesses
    M‑Files
    Score8.9 out of 10
    M‑Files
    Score8.9 out of 10
    Medium-sized Companies
    Esker
    Score7.4 out of 10
    Esker
    Score7.4 out of 10
    Enterprises
    Tungsten Capture
    Score9.5 out of 10
    Tungsten Capture
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    All AlternativesView all alternativesView all alternatives
    User Ratings
    FileInviteHubdoc
    Likelihood to Recommend
    1.0
    (6 ratings)
    10.0
    (14 ratings)
    Usability
    7.0
    (2 ratings)
    10.0
    (1 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
    Incentivized
    Read full review
    Xero
    When I am out purchasing items for my business I can quickly take photos of receipts and upload via the app and not have to worry if I lose or damage a receipt. This is very handy for me. Hubdoc also allows me to get all my invoices, payments and statements to my bookkeeper very easily which saves me money and time. I only use Hubdoc for business purposes which is where I feel it is most suitable. I probably wouldn't use it for personal stuff as I don't track personal that strictly.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
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    Xero
    I think this is one of the easiest apps to use on both mobile and desktop. Once it was all set up by my bookkeeper all I needed to do was upload things. I recall the set up being quite simple and we've only made a few small changes over the years.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Xero
    We did not get far into evaluating other solutions we were looking at because Hubdoc came highly recommended from peers, coupled with Xero and Gusto. The cost for Thompson-Reuters is high. We quickly honed in on Hubdoc due to cost and recommendation and are very glad that we did.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Xero
    • We are processing much faster than expected
    • Clients are getting receipts in faster and allowing us not to stalk them to process their banking
    • It is a file for us besides attaching to the invoice we also have the history of bills/receipts in Hubdoc
    Incentivized
    Read full review
    ScreenShots

    FileInvite Screenshots

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