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Ephesoft Transact vs Tungsten TotalAgility comparison

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Comparison Buyer's Guide

Executive SummaryUpdated on Oct 10, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Fortra's Automate
Sponsored
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
Robotic Process Automation (RPA) (4th), Business Orchestration and Automation Technologies (5th)
Ephesoft Transact
Average Rating
7.6
Reviews Sentiment
5.9
Number of Reviews
3
Ranking in other categories
Intelligent Document Processing (IDP) (15th)
Tungsten TotalAgility
Average Rating
8.2
Reviews Sentiment
4.6
Number of Reviews
23
Ranking in other categories
Robotic Process Automation (RPA) (20th), Intelligent Document Processing (IDP) (5th), Business Orchestration and Automation Technologies (25th)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
IT Project Manager at Labo des histoires
Automate has streamlined workflows and increased efficiency with powerful automation
The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.
reviewer2155206 - PeerSpot reviewer
Software Development Consultant at a hospitality company with 1-10 employees
Average solution with good workflow but needs to improve machine learning
The configuration can be a bit much. The AML engine part could be better. It's not easy to train. It's not so easy to train the system. If it's not trained, the accuracy will be off. They need to improve data quality. They need to start from scratch with the AML. They need to add on the document processing tool. It's getting there; it just need to be expanded. I haven't used the reporting too much. However, it would be helpful to have it more robust. The solution does require a lot of RAM.
Ross Macadam - PeerSpot reviewer
Director at iicon ltd
Has faced challenges adapting to evolving capture methods and competitive integrations
It's difficult to say what I'd improve in Tungsten TotalAgility because we haven't been actively marketing that particular product in the last probably six to nine months. The speed of product development means that my experience with it is likely out of date in terms of the product suite capabilities. The difficulty with customers nowadays is that they are subject to the winds of change in terms of the adoption of cloud technologies and the offerings those cloud technologies bring. Microsoft, for instance, is rapidly filling in the spaces between various product areas that other vendors typically owned. That makes it difficult for customers to settle on their functional requirements because the offers are competing in the same space. I look for more integration with mainstream subscription based platforms, more security integration, and possibly some more lifecycle management features. However, the difficulty with that is the competition with existing options that people have in their subscription library.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"I would recommend Automate because it has made my work much easier."
"The best feature of Automate is its ease of use, which is a major selling point."
"It's very easy to use. That's a big selling point for it. It has got a drag-and-drop interface, so you can quickly deploy bots."
"We have found the pricing to be very reasonable."
"The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool."
"We are still in the process of rolling it to production and tweaking it (our AD groups are a mess), but the improvements are priceless. Having users ID's created the same way every time without human error is the best part. We don't need to worry about why groups were not added, user rights not set to folders or missing a private folder being created, typos or just even knowing when things are done and logged."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"The product effectively handles all the tasks we require."
"I have found the keyword extraction to be helpful."
"Transact's best feature is its ease of customization."
"I like the inject feature. With desktop injects, we're doing all these things and extracting these things. Its stable, scalable, and technical support is good."
"It's not so complex to design what you need to."
"It is user-friendly and has good documentation. It's good for developing communication and has a lot of the APIs needed for this purpose. There aren't a lot of software options available from this time period; this is the only one from 2013 that has this concept of microservices."
"What I find most valuable in Kofax TotalAgility is its OCR feature. I also find its workflow and business process management capabilities valuable. Kofax TotalAgility also has good integration with other solutions and has an API call feature."
"Kofax TotalAgility is a great design tool for reading handwritten invoices."
"Kofax is very easy to use, UI-friendly and allows easy data extraction."
"The product is really good, and it is easy to use. It comes with multiple integrations. The solution keeps up with the trend of Microsoft Copilot and AI."
"One feature I like is that it makes the matrix easy for an unstructured document."
"Great with recognition providing a high level of confidence."
 

Cons

"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"While this solution is continually improving, as it is now, the user interface could use improvement when I compare it to a product like UiPath."
"The user interface could be slightly enhanced to make it more modern."
"The workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially."
"The licensing cost is high, as per my perspective, in the automation with Fortra's Automate."
"The product also has a limited use case in some respects."
"Regarding customer support, I face challenges sometimes. They're not always available, and you may need to wait for assistance, but overall their support is acceptable."
"I would like to see some better web automation, a wizard like the one in the product WinAutomation would be very nice."
"It's not easy to train."
"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."
"Their email service and extraction could be better. We get the input via email, and these emails contain different types of documents like Excel, PDF, or they may contain different content in the email body. Due to this variation, sometimes the email service crashes, and emails aren't redirected to Ephesoft Transact. Ephesoft has provided us with new hotfixes. Whatever flaws we found in the 2019.2 version, they have already updated it in the new version, 20.1.05, and it's already released. Drawbacks like not capturing the handwritten fields are now sorted."
"The one thing I would like to see more of right now: is a simplified form creation. That would be the most significant improvement I would like to see in their product."
"The Transformation Designer of KTA can be made better."
"Kofax should improve its handwritten extractions."
"Kofax TotalAgility is quite vast and complex as a product. We came from Kofax Capture and Kofax Transformation, then we started learning Kofax TotalAgility, so there are a lot of things that were quite straightforward in the Kofax Capture and Kofax Transformation cross-motion modules, but to do those in Kofax TotalAgility was a bit more complex or quite long-winded and could be improved. In the next release of Kofax TotalAgility, it would be good to have a straightforward low-code or no-code process because there were instances we struggled with having to put logic into a script or a .NET script, then calling that script, instead of the process being low-code, no-code."
"Sometimes there isn't enough accuracy when it comes to extracts."
"Kofax needs to improve the low-code or citizen developers."
"They provide sufficient but not excellent technical support. Perhaps there is a point where they could use some improvement."
"Table line item extraction is not possible through Quick Capture."
 

Pricing and Cost Advice

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"From a distributor's side, one of the biggest selling points is its price point. Without going into any numbers, compared to UiPath, Automation Anywhere, and Blue Prism, we're significantly cheaper. The main difference is that other competitors usually charge you per process. However, in Automate's case, it's priced per bot. So, a bot can run multiple processes at the same time, but you are only priced for a single bot."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"Once you buy the software, you just pay for the support for backend help."
"It has gone up in price. The price of Fortra's Automate has increased since we first started using it. It does a lot but also costs a lot. It was a lot more affordable before Fortra owned the software."
"It comes with a package that costs approximately $20,000 USD per year."
"While solutions like UiPath and Blue Prism cost around $11,000-$12,000 for each license, this product costs around $7,000 and you can keep it forever."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"Initially, when I got a licensed copy of Ephesoft Transact, it was for one year. After one year, we had to send an email to the Ephesoft team informing them that our license was going to expire. They updated it and provided one license in our file, and we had to update and install the folder. They have versions for one year and lifelong as well."
"Transact's pricing could be better for smaller customers."
"It is slightly more expensive than other tools."
"The licensing cost for Kofax TotalAgility is very expensive, though I'm unable to give you the range, the sales representatives of my company say that the product is quite expensive."
"Kofax TotalAgility is very expensive."
"The price of this solution is less than some of the competition."
"It has a perpetual license. You pay once in a lifetime for the volume of scans you will do and the number of users you will have. You can have participants or regular users, and you can have developers and administrators. So, once you purchase it, it is for a lifetime, and then every year, you have to pay for the maintenance. There is an annual maintenance cost, which is about 18% of the licensing cost."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
8%
Performing Arts
6%
Financial Services Firm
19%
Government
11%
Insurance Company
9%
Performing Arts
9%
Financial Services Firm
18%
Computer Software Company
10%
Manufacturing Company
9%
Insurance Company
9%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business25
Midsize Enterprise10
Large Enterprise9
No data available
By reviewers
Company SizeCount
Small Business8
Large Enterprise13
 

Questions from the Community

What do you like most about HelpSystems AutoMate?
We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.
What is your primary use case for HelpSystems AutoMate?
I have used it mainly for internal process automation, including file transfer, data extraction, and scheduling jobs.
What is your experience regarding pricing and costs for Fortra Automate?
Regarding the pricing of Fortra's Automate, I think it is neither expensive nor inexpensive. From what I have seen, i...
Ask a question
Earn 20 points
What do you like most about Kofax TotalAgility?
The product is really good, and it is easy to use. It comes with multiple integrations. The solution keeps up with th...
What needs improvement with Kofax TotalAgility?
It's difficult to say what I'd improve in Tungsten TotalAgility because we haven't been actively marketing that parti...
What is your primary use case for Kofax TotalAgility?
I usually recommend Tungsten TotalAgility to any company with a business process that involves large scale capture of...
 

Also Known As

HelpSystems Automate, Automate
No data available
Kofax TotalAgility, TotalAgility, Singularity IDP, Capture Enabled BPM
 

Overview

 

Sample Customers

Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories
Honda Logistics, Washington State Health Care Authority
AETNA, American Express, BNP Paribas, Citi, CommerzBank, Dexia, GoldmanSachs, HSBC, ING, JP Morgan, Raymond James
Find out what your peers are saying about Ephesoft Transact vs. Tungsten TotalAgility and other solutions. Updated: December 2025.
879,899 professionals have used our research since 2012.