Looking for a FileInvite alternative?
Most people arriving here are not unhappy with FileInvite — they have just been priced out of it. The product repositioned around commercial lending and the entry point moved to an annual enterprise figure, which does not work for an accounting practice or a design studio collecting documents from clients.
Why teams look for an alternative
The pricing floor moved, not the product
FileInvite is a capable document-collection platform. The reason firms are looking for an alternative in 2026 is commercial: the tiers that suited small and mid-size practices were replaced with lending-focused annual plans, with setup and professional services charged on top.
If you are a five-person practice collecting tax documents, you are now being quoted for a product built around loan origination. The workflow overlap is high; the price fit is not.
You are paying for a lending stack you do not use
A large part of what justifies FileInvite’s current pricing is the lending integration surface — CRM and loan-origination connectors, bank-statement analysis, enterprise API access. Those are genuinely valuable to a lender and entirely dead weight to a practice that needs signed engagement letters and ID documents.
Plan gating on the basics
Cloud storage sync, SharePoint, CRM workflows and API access sit at different tiers, so the practical cost of the features you actually want is often higher than the headline. RequestLoops includes Google Drive sync on every plan and SMS on every plan, with no add-on line items.
Side by side
| What you need | FileInvite | RequestLoops |
|---|---|---|
| Branded client portal | Yes | Yes — token portal, no recipient account |
| Email and SMS reminders | Yes; SMS region-limited | Both included on every plan |
| Cloud storage sync | Gated by plan | Drive on every plan, OneDrive on Pro and Business |
| Recurring requests | Limited | Built-in, monthly to annual |
| AI form building | No | Every plan |
| CRM / loan origination | Yes — enterprise tiers | No |
| Commitment | Annual, quoted | Monthly or yearly, published |
FileInvite repositioned for commercial lenders in 2026: Standard plans start at USD $9,900/year billed annually, with setup and professional services extra; Enterprise is quoted. Its previous Collect tier started at $829/month. For the latest pricing, see FileInvite.
What you give up
- • You lose the lending stack: Salesforce and HubSpot connected workflows, loan-origination and core-banking integrations, bank-statement analysis connectors, and enterprise API access. If any of those are load-bearing, stay with FileInvite.
- • You lose Dropbox, Box and SharePoint as sync destinations. RequestLoops covers Google Drive and OneDrive only.
- • RequestLoops has no public API yet. If you automate request creation from another system today, that workflow does not port.
How to switch
- List the request types you actually run. Most firms leaving FileInvite find three or four templates cover almost everything, even where dozens accumulated over the years.
- Rebuild those as RequestLoops templates, then point Drive or OneDrive sync at your existing client folder structure.
- Export anything you need to retain from FileInvite before your term ends — collected files, and any audit record your obligations require.
- Issue new requests from RequestLoops while FileInvite runs out its current term, then let it lapse rather than cutting over mid-engagement.
FAQ
- What is the best FileInvite alternative for a small firm?
- For accountants, bookkeepers, architects and law firms collecting documents from clients, RequestLoops covers the same core workflow — branded portal, SMS and email reminders, uploads, tracking — at published monthly pricing rather than an annual enterprise quote.
- Why did FileInvite get more expensive?
- It repositioned around commercial lending. The plans aimed at general professional services were replaced with lending-focused annual pricing, which is why practices that were happy with it are now shopping. The comparison page carries the current published figures.
- Does RequestLoops integrate with Salesforce or a loan origination system?
- No. Those connectors are a genuine reason to stay with FileInvite. RequestLoops is built for firms whose workflow ends with validated documents landing in Drive or OneDrive, not with a record pushed into a CRM.
- Is there a contract or minimum term?
- No. RequestLoops is billed monthly or yearly at published prices, with a 7-day free trial and no setup or professional services fee.
- Can I keep the documents already collected in FileInvite?
- Yes, but export them before your term ends — that is a FileInvite account action, not something RequestLoops can do for you. Migrate new requests first and treat the export as a separate task with its own deadline.
Comparing other tools?
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