FileInvite vs Rossum
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Sir Richard BransonMost popular feedback for FileInvite
For a long time I have been able to please all the clients even the most demanding, this is something that gives me peace of mind and makes me happy, previously it was difficult to get to know each client enough to generate the necessary satisfaction not only with products adapted to their needs. needs also with quality services and direct management, fileinvite is a program that brought me these benefits and when I exchange documents or information with clients I feel very calm since the program has an incredibly secure platform in which I can trust and do the I work every day, it is a program that helps me a lot by doing each job in my work
Bernard G.
About FileInvite
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests.
Most popular feedback for Rossum
Customization of the product has almost no limits if it's in the scope of the OCR service. We have upgraded our use of Rossum by a few levels since we started using it. We have also implemented a lot of checks that ensure that the information is correct.
Urban D.
About Rossum
Rossum is an AI-based cloud document gateway for automated business communication. Rossum solves four key steps in document-based processes at once: receiving documents across multiple channels, automated understanding, two-way communication to resolve exceptions, and acting on the data using in-depth integrations. ISO 27001 certified and HIPAA compliant, Rossum is trusted by: Pepsico, Veolia, Siemens, Cushman & Wakefield, and other companies that prefer to build rather than type.
FileInvite reviews
It replaces a pdf checklist, and it also frees up a lot of time - I do not have to constantly update the checklist every time the client sends a document. Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items.
- Pawan M. Executive Consultant
I am happy to have a platform that is safe to send important documents, I feel totally confident with files on this platform since its level of security is what characterizes it, plus thanks to its cargo manager you can resume from the point in the one that you left loading a file therefore you do not have to worry about the disconnections that you have in your environment, its interface helps understanding because you can quickly understand how to use the platform.
- Valentina H. Administrator
Very easy to work with, excellent customer service and always available when needed.
- Renee G. Finance Broker
Rossum reviews
Rossum is very easy-to-use software. I love how it picks the right information for the data fields and does not need corrections. The grid edit is also very easy to use and input values manually. I also love how you are able to upload files with the same file name and search the files.
- Sandra G. Director of Software Development
How you can adjust the system to your necessities
- Jabneel H. AP Accountant
The tool is very easy to configure and easy to integrate into other systems as needed.
- Purna G. Sr. Developer
Pros & cons
FileInvite
| Pros |
|---|
| The way we are able to communicate through the software is also awesome |
| I do recommend this file to all business owners, you will always need this type of software |
| I found using this platform to be secure and allows us peace of mind during document transfers |
| The templates are great and a file invite takes me no longer then 5 minutes to do |
| I use this everyday to check on progress and create new invites on behalf of the 2 mortgage brokers I work for |
| What good is having a system if your customers and staff don't use it |
| File invite is easy enough that it IS easier to use than what they were doing before and save time and confusion." |
| Cons |
|---|
| Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be |
| Set it and forget it -- and still get what you need |
| The risk to this is of emails being missed in among the volume of emails we get and the process not operating smoothly |
| Collecting documents is one of the most time consuming parts of our process, and clients are always confused and annoyed at it." |
Rossum
| Pros |
|---|
| Enhances the efficiency and integrity of the data I need to capture by saving time on tedious lengthy documents.It is very easy to use |
| Grid function to capture Table data Multiple ways to upload files (Browse file and upload via email attachment)) API functionality |
| Cons |
|---|
| I didn't like the fact that data can't be captured from 2 different documents that are not in the same format |
| Accuracy going down when certain queues are not used frequently AI learning time is high |
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