If you’ve been researching document collection software, you’ve probably come across both Gatheroo and FileInvite.
On the surface, they solve the same problem: getting documents from clients without the chaos of email.
But dig a little deeper and you’ll find two tools that have taken very different paths and are built for very different businesses.
This isn’t a hit piece on FileInvite. They make good software.
But whether they’re the right choice for your practice is a different question, and one worth looking at honestly.
What FileInvite does well
FileInvite has been around since 2016 and has built a strong reputation, particularly among mortgage brokers and financial services firms.
A few things they genuinely do well:
Established track record. With a large user base and years on the market, FileInvite has the kind of social proof that newer tools can’t match. If your team needs reassurance that a tool is proven, that counts for something.
Deep integrations. FileInvite connects with Google Drive, Dropbox, and a range of CRM platforms. For teams already embedded in those ecosystems, the workflow fit can be strong.
Automatic PDF conversion. Documents uploaded by clients are automatically converted to PDF and organised in your connected storage. For high-volume lending workflows where document standardisation matters, this is a useful feature.
Multi-party workflows. FileInvite is built to handle complex scenarios where multiple parties: borrowers, guarantors, third-party advisors, all need to contribute documents to a single deal. For commercial lending, this is genuinely valuable.
SMS reminders. Clients can be nudged by text message as well as email, which improves completion rates for some audiences.
Where Gatheroo is different
Gatheroo was built specifically for Australian professional services businesses: accountants, bookkeepers, conveyancers, lawyers, and finance brokers who need a secure, compliant, and genuinely simple way to collect client information and documents.
The pricing. Gatheroo starts from $37 per month. That’s a tool built for an established practice, not a bank processing hundreds of commercial loans a month.
No client account required. When you send a client a Gatheroo request, they receive a secure link and complete it directly. No account, no password, no friction. For professional services clients who are often time-poor, this makes a real difference.
Built for Australian compliance. Gatheroo is Australian-hosted and operates under ISO 27001:2022 certified processes. With Tranche 2 AML/CTF reforms now bringing accountants, conveyancers, and lawyers into formal compliance obligations, having a client intake process that’s encrypted, auditable and defensible isn’t optional. Gatheroo’s audit trail and secure portal are built with this in mind.
Security that scales with your risk. Every account includes encryption, a full audit trail and two-factor authentication, including mobile code-based 2FA for teams that need an extra layer of security.
Google and OneDrive integration. Documents collected through Gatheroo can be automatically saved to your Google Drive or Microsoft OneDrive, keeping your existing file management workflow intact.
Internal pages. For practices that need to keep certain information internal such as team checklists or internal notes tied to a client request, Gatheroo supports internal-only pages that clients never see. It’s a small feature that matters a lot when you’re managing complex onboarding or other document collection.
e-Signatures (beta). Gatheroo’s e-signature feature is currently in closed beta for invited practices. If you need to collect a signed engagement letter or authority as part of your intake process, this is already in use by select practices.
SMS reminders are coming. Automated SMS nudges are currently in development, adding to the existing email reminders that already run automatically until a client completes their request.
A quick comparison
| Gatheroo | FileInvite | |
|---|---|---|
| Starting price | From $37/month (AUD) | From ~$15,000+/year (AUD) |
| Target market | AU professional services, 5–50 staff | 100= Staff, primarily US market |
| Client account required | No | Yes |
| Australian data hosting | Yes | No |
| ISO 27001 certified processes | Yes | No |
| Audit trail | Yes | Yes |
| Automated reminders | Email (SMS coming) | Email + SMS |
| e-Signatures | Beta | Yes |
| Google / OneDrive integration | Yes | Google Drive only |
| PDF auto-conversion | No | Yes |
| Internal team pages | Yes (beta) | No |
| 2FA options | Email + mobile code |
So which one is right for you?
If you’re a large commercial lender processing hundreds of complex, multi-party loan applications each year and you have a budget to match, FileInvite is worth a look. It’s built for that workflow.
If you’re an Australian professional services business, an accounting firm, a conveyancing practice, a finance broker, a law firm, that needs a secure, affordable, and compliant way to collect client documents, Gatheroo is built for your world.
The difference isn’t just features. It’s who each tool was designed to serve.
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