Link BankStatements with FileInvite to automatically and securely retrieve your clients’ bank statement data.
OneDrive for Business
Link your OneDrive Business account with FileInvite so all your work files are saved on, and can be accessed from, the Cloud by members of your business.
Link your CashDeck account with FileInvite to automatically and securely retrieve your clients’ bank statement data.
Link your Dropbox account with FileInvite to save and access your files from the Cloud.
Fortiro Protect uses advanced analysis methods and document blacklisting to ensure your client documents are real, not fraudulent.
Use FileInvite's API to integrate with your tech
FileInvite integrates with thousands of technologies via our enterprise-grade API, allowing our data and document collection system to function seamlessly alongside your custom system, CRM or LOS. This level of integration:
- Further automates your data & document collection
- Allows for smoother communication with clients
- Shaves countless hours from your digital workflow
API, Zapier and Other Integration Resources
How to integrate FileInvite with your existing systems via Zapier or custom API
Want to connect FileInvite with an app outside of the currently supported integrations? We recommend using Zapier, a simple service for making your own custom app connections.