A FileInvite alternative for small firms
FileInvite has moved upmarket into commercial lending. Plans start at $9,900 a year and the product is built around loans with many parties. If you're a small tax, law, bookkeeping or real estate firm that just needs clients to send their documents, Intake does that job from free, billed month to month.
Feature comparison
Based on FileInvite's public pricing and feature pages, checked September 22, 2026.
| Intake | FileInvite | |
|---|---|---|
| Per-client document checklist | Yes | Yes |
| Clients upload without creating an account | Yes | Yes |
| Automatic reminders until it's done | Yes | Email and SMS |
| AI checks each upload is the right document | Yes | Enterprise only |
| Fillable PDFs with e-signature | Yes | Yes |
| Collect a fee with the request | Stripe (1% platform fee) | Not listed |
| Appointment booking in the form | Yes | Not listed |
| Public REST API + webhooks | $19/mo plan and up | Enterprise only |
| Works from Claude / ChatGPT (MCP) | $19/mo plan and up | Not listed |
| Your logo and colors | $19/mo plan and up | Enterprise only |
| HIPAA BAA | On request | Not stated |
| Free plan | Up to 10 clients | No |
| Paid plans from | $19/mo | $9,900/yr, billed yearly |
FileInvite pricing
| Standard | From $9,900/yr, billed yearly | Up to about 100 commercial loans a year |
| Enterprise | Custom | 100+ loans a year, API, SSO, branded portal |
Intake is free for up to 10 clients, $19/month for Professional (unlimited clients), or $49/month for Team with 3 seats. See Intake pricing.
When FileInvite is the better choice
- You're a commercial lender handling SBA, CRE or asset-based loans.
- Each deal has many parties (guarantors, entities, attorneys) who need their own scoped links.
- You need SOC 2 Type II and lending-grade audit trails.
- You send bulk requests to hundreds of borrowers at once.
When Intake is the better choice
- You're a small firm and $9,900 a year isn't realistic.
- You want monthly billing and a free plan to try on real clients.
- You want payments and appointment booking in the same request.
- You want the API and MCP server on a $19/month plan, not Enterprise.
Frequently Asked Questions
Got questions? We've got answers.
FileInvite's Standard plan starts at $9,900 a year, billed annually, for up to about 100 commercial loans. Enterprise is custom-priced. No free plan or monthly option is listed.
Yes, on the $19/month plan and up. A deal groups requests for each party, like co-borrowers, buyers and sellers, or spouses in a joint filing, so each person gets their own link and checklist.
Its pricing and product pages focus on commercial lenders and their counsel. Intake is built for small professional firms: accountants, bookkeepers, attorneys, loan officers and agents.
Sources
- https://www.fileinvite.com/pricing
- https://www.prnewswire.com/news-releases/fileinvite-delivers-major-platform-expansion-in-2026-advancing-borrower-experience-operational-scale-and-full-loan-lifecycle-support-302769891.html
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