CheckFlow vs. FileInvite Comparison


CheckFlow	FileInvite 5.0 out of 5 stars	+	+
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		Related Products MaintainX MaintainX is the world-leading mobile-first workflow management platform for industrial and frontline workers. We are a modern IoT-enabled cloud-based tool for maintenance, safety, and operations on equipment and facilities. MaintainX helps businesses track reactive and preventive maintenance, and control daily operations, such as safety inspections, quality inspections, and operating checklists—all with a digital audit trail. Here's what we digitize and take away from the clipboard: - Safety Procedures - Environmental Checklists - Tooling & Gauge Reporting - Maintenance Procedures - Auditing/Inspection Workflows - Training Checklists We allow plant managers to become more efficient operators by delivering real-time business insights from the field. MaintainX is designed to work with organizations of all sizes - whether you're running a small team of 2 or coordinating a massive team of thousands of folks around multiple locations. 4.8 out of 5 stars 2,692 Ratings Visit Website for MaintainX Process Street Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. 4.7 out of 5 stars 1,119 Ratings Visit Website for Process Street Epsilon3 Epsilon3 is an AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Standardize & Optimize Processes Our interoperable procedure execution system replaces inefficient checklists managed with paper, spreadsheets, docs, and outdated planning tools. Automatically track every step to ensure quality, consistency, and traceability. ✔ Fuel Rapid Iteration & Innovation Built-in version control, conditional workflows, and real-time data synchronization keep teams on the same page. Enable continuous improvement and quick, data-driven decisions to stay far ahead of the competition. ✔ Streamline & Scale Operations Securely integrate siloed systems and automate error-prone tasks to boost productivity and prevent delays. Simplify training, reduce costs, and maintain efficiency as your operations expand to meet demand. Trusted by industry leaders like NASA, Firefly Aerospace, and Commonwealth Fusion. 4.2 out of 5 stars 265 Ratings Visit Website for Epsilon3 Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 4.6 out of 5 stars 10,769 Ratings Visit Website for Connecteam Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 4.3 out of 5 stars 7,637 Ratings Visit Website for Wrike ActiveBatch Workload Automation ActiveBatch by Redwood makes setting up and launching automation easy with no custom scripting required. With a low-code Super REST API adapter, over 100 pre-built job steps and a user-friendly drag-and-drop workflow designer, you can integrate across any system, application and data source, on-prem, in the cloud or in hybrid environments. Maintain complete control and visibility and meet SLAs with monitoring of all automation from a single pane of glass and get custom alerts via emails or SMS. Managed Smart Queues dynamically scale resources for high-volume workloads, reducing process times while the self-service portal enables business users to run and monitor workflows independently. ActiveBatch meets security and compliance standards, with ISO 27001 and SOC 2, Type II certifications, encrypted connections and regular third-party tests, always keeping security at the forefront. Along with ongoing product advancements, get the added benefit of 24x7 support and on-site training. 4.5 out of 5 stars 383 Ratings Visit Website for ActiveBatch Workload Automation Mitti (by SafetyCulture) Mitti (by SafetyCulture) is the operations system for every site, shift and standard. Trusted by over 80,000 organisations, Mitti brings your people, training records and workflows into one operating picture. From the frontline to the boardroom, it gives everyone a clear understanding of who's trained and ready for the shift ahead, highlights what needs attention and recommends what to do next. Every course completed, skill verified and action taken becomes intelligence your teams can use to improve every day. 4.6 out of 5 stars 872 Ratings Visit Website for Mitti (by SafetyCulture) HR Partner HR Partner is a simple, all-inclusive online HR Management system for businesses with 20 to 500+ employees. It gives you everything you need to manage your HR processes and reduce the time spent on HR administration tasks. HR Partner includes: - Employee Records Management One secure place to store contact data, files, reviews, assets, and more - Leave Requests, Accruals & Approvals A simple, transparent process for employees and admin users - Onboarding & Training Checklists Assign a set of tasks for employees to check off, read, sign, upload or watch - Recruitment and Applicant Tracking Publish jobs and manage applicants with a visual tracking system - Employee Portal Empower team members the information and tools they need - Electronic Signatures Let employees or job applicants sign HR documents electronically -Plus a Lot More 100's more features including timesheets, library, organizational chart, and more. Start a free trial or request a demo! 4.7 out of 5 stars 205 Ratings Visit Website for HR Partner Pipefy Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy. 4.6 out of 5 stars 594 Ratings Visit Website for Pipefy UnForm UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. 4.6 out of 5 stars 19 Ratings Visit Website for UnForm
About CheckFlow turns standard operating procedures into checklists people actually work through. Write the SOP once as a template, with the instructions inside each step, then run it by hand, from a link or on a schedule. Each step goes to its owner with a due date; halts stop later steps until a check or sign-off is done; conditional logic shows only the steps that apply. Every run records who did what and when, and every save of the template is a numbered version, so completed checklists show the procedure as it was followed. Written procedures and files live beside the templates in a Library with folder permissions. Plans start at $10 per user per month, guests are free, and there is a 14-day free trial with no credit card. A free AI SOP generator drafts a first version without an account.	About Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Companies interested in a solution to create and manage their processes using powerful checklists	Audience Professionals and teams of all sizes, across industries
Support Phone Support Not Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $10/month/user Business Plan - $10/month/user Enterprise Plan - $18/month/user Prices are based in USD but can be paid in many local currencies. Free Version Not Supported Free Trial Supported	Pricing $829/mo Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 4.3 / 5 Read all reviews
	Pros & Cons from Real Users Pros The user interface of FileInvite is super clean and intuitive. Easy to share and collect a digital signature for any type of user. Integrated with Dropbox and Zapier platforms. Approval and ability control can be set by admins. Pre-designed templates for creating contracts. Perfect for any size of business/enterprise. Helps you in document automation. Available on SaaS, web and cloud platform. You can access file offline also. Lets you synchronize with Google Drive. This is such a great service for data and document collection. Personalised branding makes it even better. Cons Till now I haven't found any downside in this platform. No free plan available. Otherwise it's a great DMS tool. Nothing really, overall ticks all our boxes. All pros!
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information CheckFlow Founded: 2019 United KIngdom checkflow.io	Company Information FileInvite Founded: 2014 New Zealand, United States www.fileinvite.com
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Categories Business Process Management Supported Onboarding Supported Workflow Management Supported	Categories Admissions and Enrollment Supported Commercial Loan Supported Digital Signature Supported Document Collaboration Supported Document Collection Supported Document Generation Supported Document Management Supported File Sharing Supported Legal Document Management Supported Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported Onboarding Supported Portal Supported Workflow Management Supported
Onboarding Features Course Management Not Supported Document Management Supported E-Verify / I-9 Forms Not Supported Electronic Forms Supported Electronic Signature Not Supported Employee Handbook Not Supported Employee Portal Not Supported File Management Not Supported Job Description Management Supported Orientation Management Supported Self Service Portal Supported Task Management Supported Tax Forms Not Supported Training Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Not Supported Process Modeling & Design Supported Visual Workflow Management Not Supported	Onboarding Features Course Management Not Supported Document Management Supported E-Verify / I-9 Forms Not Supported Electronic Forms Supported Electronic Signature Supported Employee Handbook Not Supported Employee Portal Supported File Management Supported Job Description Management Not Supported Orientation Management Not Supported Self Service Portal Supported Task Management Not Supported Tax Forms Supported Training Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Admissions and Enrollment Features Application Management Supported Assessment Management Supported Candidate Management Supported Colleges / Universities Supported Evaluation Management Supported Fee Management Supported Financial Aid Management Not Supported Forms Management Supported K-12 Not Supported Recruiting Management Not Supported Scoring Not Supported Self Service Portal Supported Commercial Loan Features Asset Management Not Supported Audit Trail Supported Complex Debt Structures Not Supported Dashboard Supported Document Management Supported Exposure Management Not Supported Lead Management Not Supported Pipeline Management Supported Risk Management Not Supported Trend Analysis Not Supported Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Document Collaboration Features Access Control / Permissions Supported Autosave Supported Chat / Messaging Supported Cloud Storage Supported Comments / Annotations Not Supported Edit / Change Tracking Supported Electronic Signature Supported Multiple File Formats Supported Pre-made Templates Supported Search Supported User Tagging Not Supported Version Control Supported Workflow / Approval Process Supported Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Supported Multiple Output Formats Supported Templates Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Not Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Supported File Sharing Features Audit Trail Supported Chat / Messaging Supported Collaboration Supported Document Management Supported Drag & Drop Supported Electronic Signature Supported Encryption Supported File Synchronization Supported Search Supported User Management Supported Version Control Supported Workflow Management Supported Legal Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Supported Contract Management Supported Document Assembly Supported Document Indexing Supported Document Tagging Supported Full Text Search Not Supported Version Control Supported Loan Origination Features Amortization Schedule Not Supported Audit Trail Supported Closing Documents Supported Compliance Management Supported Customer Database Supported Digital Signature Supported Document Management Supported Fee Management Not Supported Loan Processing Supported Online Application Supported Loan Servicing Features Accounting Management Not Supported Amortization Schedule Not Supported Application Management Supported Auto Loans Not Supported Automatic Funds Distribution Not Supported Business Loans Supported Collateral Tracking Supported Collections Management Supported Compliance Management Supported Construction Loans Supported Customer Database Supported Fee Management Not Supported Investor Management Not Supported Loan Processing Supported Student Loans Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Supported Closing Documents Supported Commercial Mortgages Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Supported Government Loans Supported Loan Origination Supported Loan Servicing Supported Pipeline Management Supported Pre-Qualification Supported Refinance Management Supported Residential Mortgages Supported Portal Features Chat Supported Collaboration Supported Content Management Supported Document Management Supported File Sharing Supported Search Supported
Integrations Zapier Supported Axis LMS Not Supported Box Not Supported Dropbox Not Supported Google Drive Not Supported HubSpot CRM Not Supported Microsoft OneDrive Not Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Salesforce Not Supported View All 3 Integrations	Integrations Zapier Supported Axis LMS Supported Box Supported Dropbox Supported Google Drive Supported HubSpot CRM Supported Microsoft OneDrive Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Salesforce Supported View All 8 Integrations
Claim CheckFlow and update features and information Claim CheckFlow and update features and information	Claim FileInvite and update features and information Claim FileInvite and update features and information