WorkFusion Reviews

Name: WorkFusion
Brand: WorkFusion
Rating: 3.8 (30 reviews)

3.8 out of 5

30 reviews
83% willing to recommend

1,496 followers

What is WorkFusion?

WorkFusion, Inc. is the creator of AI-enabled Digital Workers designed specifically for banking and financial services organizations. Its Digital Workers are true knowledge workers that effectively augment existing teams in functions like anti-money laundering (AML), sanctions, customer onboarding, Know Your Customer (KYC), and customer service. WorkFusion’s digital workforce solutions help solve talent shortages, increase workforce capacity, save money, enhance employee and customer satisfaction, and ensure ongoing compliance. For more information visit workfusion.com.

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WorkFusion is the #9 ranked solution in top Intelligent Document Processing (IDP) solutions, #15 ranked solution in best RPA tools, and #23 ranked solution in top Process Automation solutions. PeerSpot users give WorkFusion an average rating of 7.6 out of 10. WorkFusion is most commonly compared to Camunda: WorkFusion vs Camunda. WorkFusion is popular among the large enterprise segment, accounting for 67% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a financial services firm, accounting for 28% of all views.

Helped 839,422 peers since 2012

Featured WorkFusion reviews

Shamus Cardon

IT Engineer III at a healthcare company with 10,001+ employees

We only have our engineering team writing code and developing business processes since it is very technical. In terms of data extraction and training the ML models, we deployed that to our accounts payable department, which has fewer technical users than our engineering team. After a handful of training sessions, they were able to get in there and use it with decent accuracy. It could be better, but it is definitely better than nothing. One of the big upgrades that I know is happening in version 10 is an improvement to their tagging interface. That is definitely something that I am excited about to sort of reinvigorate our more non-technical users in information extraction from our documents. There could be better version control through their web platform. That is something that could be improved on. Integration from the IDE, e.g., from WorkFusion Studio directly into Control Tower, would be nice to have too.

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Brock Miller

Senior Vice President at a financial services firm with 10,001+ employees

Machine learning models for document-heavy processes have room for improvement because they require significant effort to train and update. WorkFusion can be easy to use for non-technical people. It has two modules: a workspace for analysts to use on a daily basis, and an analytics module for tracking throughput, recall, precision, and other model metrics. The workspace is very easy to use, similar to any other case management tool. The analytics module, on the other hand, can be confusing at times and could benefit from some improvements. The biggest challenge I've had with WorkFusion is employee turnover. On both of my projects with them, the primary developer, the PMO, and some of the product SMEs have all turned over. There's been a lot of turnover in their organization over the past two years.

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Lada Chu

Senior Vice President, KYC Director at a financial services firm with 1,001-5,000 employees

Before WorkFusion, my processes were all manual. Now, the Workfusion model reduces the amount of time my analysts have to spend reviewing client profiles that have been created against the documentation from the client. We're in the process of assessing the results of the document processing engine. We have gotten very good quality or success ratios. They are in line with our expectations. The document processing engine is very important for our organization because, from our perspective as a bank providing financial services, documentation is the first step for onboarding any client. It touches everything we do, from lending to opening bank accounts to doing other transactions. Unfortunately, we're still in a paper-driven environment. It's critical that this be successful to reduce our handling time. It will bring greater efficiency and reduced costs. It should reduce our processing time by about 25 percent. We have seen Workfusion improve on accuracy and compliance. As with any manual or human-driven process, you have to build a QC process. The QC process I have is manned by humans, my analysts. That's a cost, a redundancy we have to build. And it creates a "four-eye" approach to make sure that the person checking the work is meeting the procedure standards. Are they making errors that would cause us not to be in line with regulatory standards or expectations? With the Workfusion model, we reduce human error and the need for further QC. We switch more to a QA process where we're testing whether the model is effective. The benefit to our organization will really be the overall efficiency. It's reducing the human processing time, which reduces costs and increases our speed to market. The sooner we can complete a review of a customer, the sooner the customer can start transacting and being fully engaged with our institution. Although I'm the head of our call center, anything I do to improve the revenue-generating opportunity of the business is a success factor I'm measured by.

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WorkFusion mindshare

Product category:

As of March 2025, the mindshare of WorkFusion in the Process Automation category stands at 0.5%, up from 0.4% compared to the previous year, according to calculations based on PeerSpot user engagement data.

Process Automation

PeerAnalyst reports based on WorkFusion reviews

Type	Title	Date
Category	Process Automation	Mar 4, 2025	Download
Product	Reviews, tips, and advice from real users	Mar 4, 2025	Download
Comparison	WorkFusion vs Camunda	Mar 4, 2025	Download
Comparison	WorkFusion vs Control-M	Mar 4, 2025	Download
Comparison	WorkFusion vs Pega Platform	Mar 4, 2025	Download

Title	Rating	Mindshare	Recommending
Camunda	4.1	28.1%	89%	77 interviews Add to research
Pega Platform	4.1	6.6%	91%	82 interviews Add to research

Valuable Features

WorkFusion's key strengths include user-friendly interface and dashboard, robust document processing with OCR and machine learning, flexible system interface capabilities, and strong SAP integration. Its RPA Express facilitates scalable and efficient automation across geographies. Noteworthy features are machine learning support, process automation, customizable workflows, Control Tower management, and ELK Stack for monitoring, enhancing usability for both technical and non-technical users. The platform supports continuous enhancement and easy adaptability to business processes.

"It is useful that WorkFusion provides the entire infrastructure, which allows me to focus on writing code without worrying about maintenance."
"It is useful that WorkFusion provides the entire infrastructure, which allows me to focus on writing code without worrying about maintenance."
"If you compare it to its competitors in the market, it is more Java-native."

Room for Improvement

WorkFusion users express a need for better ERP integration, especially with SAP. They desire improved dynamic selectors and more user-friendly interfaces. Enhancements in tagging, email connectivity, and OCR features are sought. Users find the system challenging for non-technical individuals, suggesting a need for more codeless solutions. Training accessibility, especially in regions like China, and infrastructure complexities pose challenges. Users also highlight the need for improved machine learning capabilities and faster automation speeds.

"I would rate the stability as four out of ten. I frequently face issues with infrastructure and some WorkFusion-related problems, such as login issues."
"I frequently face issues with infrastructure and some WorkFusion-related problems, such as login issues."
"If we're talking from a developer perspective, the task of actually building automation is not ideal. That's not their strong side."

ROI

WorkFusion's automation significantly enhances cost efficiency, doubling productivity in many cases. Users report substantial efficiency improvements and reduced human error, achieving positive outcomes within a year. Some experienced marked returns, integrating numerous bots for over 30% ROI and significant time-saving benefits, allowing employee task reassignment. The platform enables straightforward process expansion, though it requires human input for setup, while others emphasize a need for more automation to achieve break-even returns.

Pricing

WorkFusion's pricing is often described as high, with costs for initial setup and licensing being a significant consideration for enterprises. Users indicate the need for more flexible and mid-tier pricing options, as well as the potential for negotiation. While some highlight affordability compared to alternatives, others emphasize the expense. WorkFusion offers a free entry-level solution, but higher costs are involved for enterprise features and services, urging potential buyers to evaluate their specific needs.

"The pricing is fair because WorkFusion's out-of-the-box solution is appealing."
"In addition to the licensing fee, there is also an implementation cost for each use case and technical support costs."
"We have a good deal from WorkFusion. We have an unlimited global licensing deal with WorkFusion. For us, it is a no-worry solution. We can go ahead and use it as much as possible anywhere we need it. If WorkFusion has a different kind of a deal for licensing with others, then their business decisions need to be evaluated based on that."

Popular Use Cases

Organizations use WorkFusion primarily for financial processes, such as invoice processing and reconciliation, leveraging its robotic process automation, machine learning, and OCR capabilities. It's applied in compliance checks, customer onboarding, risk management, and operational enhancements. The tool automates mundane tasks across industries, including banking and transportation, promoting efficiency by streamlining processes like document data extraction, order entry, and fraud prevention, while being adaptable across cloud and on-premises environments.

Service and Support

WorkFusion customer service is recognized for its fast response times and helpfulness. Technical support is generally praised for being knowledgeable and responsive. Multiple users highlight good communication and quick issue resolution. However, some face challenges with lengthy resolution processes during platform issues, and others desire extended support timelines. In some cases, during COVID, response times were delayed. Many rate the support highly, reflecting satisfaction, while some suggest improvements for faster and more thorough assistance.

Deployment

WorkFusion's initial setup is generally straightforward with variations in complexity depending on project size and available resources. Deployments can range from weeks to months, influenced by document handling and data requirements. Experienced teams find the process smoother, while others may face challenges without adequate technical expertise. External assistance is often beneficial, and upgrades can involve significant effort. Initial setups benefit from clear documentation, and support from WorkFusion is noted positively.

Scalability

WorkFusion is described as a very scalable platform. Many find it easy to expand with more nodes for automation and have high usage instances involving numerous automated processes. Users mention positive integration with other systems, large configurations handling, and smooth replication across regions. Some face challenges with larger automation projects or older system versions, but updates are expected to address those. WorkFusion shows strong potential in enterprise deployment and process management.

Stability

Some users find WorkFusion stable without significant performance disruptions, while others report memory issues and occasional downtime. Infrastructure challenges and RPA node crashes are highlighted, requiring monitoring. Most find the stability generally satisfactory, noting support teams are responsive. Some configuration and network dependencies may impact functioning. Many experience improved stability over versions, with some rating stability strongly, though a few express concerns related to infrastructure and more demanding memory consumption compared to alternatives.

These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.

Download our WorkFusion Buyer's Guide for additional reliable information.

Review data by company size

By reviewers

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Top industries

By visitors reading reviews

Financial Services Firm

28%

Computer Software Company

14%

Government

Insurance Company

Manufacturing Company

Recreational Facilities/Services Company

Retailer

Non Profit

Healthcare Company

Educational Organization

Comms Service Provider

University

Energy/Utilities Company

Real Estate/Law Firm

Hospitality Company

Media Company

Construction Company

Legal Firm

Logistics Company

Outsourcing Company

Wholesaler/Distributor

Program Development Consultancy

Transportation Company

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WorkFusion customers

Deutsche Bank, Amerant Bank, Bank of Asia, Scotiabank, Bank of Montreal, LPL Financial, Carter Bank & Trust, Selective Insurance, HPE, Canadian Tire, Standard Bank, Humana, New York-Presbyterian, Houston Methodist, Six Financial, State Street