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Automate vs Tungsten TotalAgility comparison

 

Comparison Buyer's Guide

Executive Summary

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

Automate
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
28
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Tungsten TotalAgility
Average Rating
8.2
Reviews Sentiment
6.5
Number of Reviews
22
Ranking in other categories
Intelligent Document Processing (IDP) (6th)
 

Featured Reviews

Anabel Marco - PeerSpot reviewer
Automates processes efficiently with cost-effective scaling and robust customer support
Web scraping is quite good since it offers a lot of possibilities. Another important feature for me is its compatibility with MBI, the Power that is ISEQUADO Centers. I appreciate the ability to scale and increase the number of bots or studios without additional expense. Automate's non-reliance on additional orchestrators makes it quite cost-effective.
PrashanthR - PeerSpot reviewer
Great with recognition and provides a high level of confidence in terms of extraction capabilities
When it comes to machine print, this is an excellent solution with features you don't find in other tools. When dealing with handwritten text they have provided some A2iA locators that require a separate license. Even after implementing that, the handwritten text extraction was not great. Microsoft Azure does better at text extraction. If an organization is looking for OCR without the need to extract anything, then I would suggest a product such as Textract or another free software. If data extraction is needed for additional processes then I would recommend Kofax. I rate this solution eight out of 10

Quotes from Members

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

Pros

"It gives us a central place to schedule tasks and run them distributed."
"The interface is simple, user-friendly, and very intuitive."
"The licensing of the product is very good. You only need to license it once and then you have it forever."
"The ability to connect to websites and pull data is the solution's most valuable feature."
"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."
"The most valuable features for my client are timing and scheduling."
"The most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities."
"The best feature of Automate is its ease of use, which is a major selling point."
"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."
"It's a growing tool that offers a complete package of BPM, case management, and capture capabilities."
"Great with recognition providing a high level of confidence."
"Kofax TotalAgility is stable."
"Essentially, Kofax TotalAgility as a whole is quite nice. As of now, we've only been able to use and explore its document classification and extraction capabilities. We haven't explored and used the case management capability yet, but the scan and capture capabilities we've been using heavily and those are quite good. Our solutions are mainly around those areas of Kofax TotalAgility. We haven't explored the product a lot, but the capabilities we've explored are good."
"The most valuable features of this solution are automation, ease of billing processes with the process net, and low to no code development."
"Now it has an OCR, optical character recognition, engine where it can extract data from the document."
"One feature I like is that it makes the matrix easy for an unstructured document."
 

Cons

"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."
"Some companies have asked for voice integration. This is likely part of the roadmap."
"I currently have three bugs open with them that I don't know if they are addressed in the new release."
"There is a lack of good development for artificial intelligence, such as machine learning."
"Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."
"I believe we need to test various OCR tools that assist in evaluating, let's say, six different customer resyncs. We analyze their spending patterns and documentations, but current OCR support has limitations, requiring highly standardized documents, which isn't always the case. With a more advanced OCR system, we could improve processes related to credit risk management and legal matters. We're exploring how to integrate Fortra's Automate with our CRM platform, taking cues from instances where Salesforce seamlessly merged with Automate. However, we use a different CRM, Insight for New Enterprise, and we're seeking ways to connect the automation process within our CRM. We aim for the automation to continue smoothly, even in instances where traditional automation methods might face hurdles."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"Sometimes there isn't enough accuracy when it comes to extracts."
"Kofax TotalAgility could improve the OTR engine. The page OTR engine is not accurate in predicting the data properly. If you provide many features which are good for business process management without an accurate OTR engine people will not want it."
"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."
"The product's console version is old. It should also improve its forum."
"TotalAgility needs to improve communication with ECMs or other file storage systems because TotalAgility does not have file storage. A good improvement would be to create file storage or integrate with other file storage tools that are currently available."
"There needs to be more accessible certification and better pricing."
"Kofax needs to improve the low-code or citizen developers."
"The pricing for Kofax TotalAgility could be more attractive, particularly the cloud version of the solution which was offered to my company. This is its area for improvement."
 

Pricing and Cost Advice

"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."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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."
"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."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"I believe the price falls within a reasonable range, which significantly influenced our decision regarding the product. This aspect is crucial for any technological solution, especially in our country where enterprises might be hesitant to invest heavily in something untested or uncertain about its practicality and potential returns."
"It comes with a package that costs approximately $20,000 USD per year."
"Kofax TotalAgility is very expensive."
"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."
"The price of this solution is less than some of the competition."
"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."
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Top Industries

By visitors reading reviews
Financial Services Firm
13%
Computer Software Company
11%
Manufacturing Company
9%
Educational Organization
5%
Financial Services Firm
25%
Computer Software Company
11%
Manufacturing Company
10%
Insurance Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

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 am a consultant and I am making a lot of processes in human resources, payroll, certifications, trainings, web scraping, pre-reporting, and many processes that need to be automated on the web. My...
What is your experience regarding pricing and costs for Fortra Automate?
The pricing is quite good compared to its competitors. Competitors are often more expensive than Automate. I would rate the pricing as an eight out of ten.
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 the trend of Microsoft Copilot and AI.
What needs improvement with Kofax TotalAgility?
The product's console version is old. It should also improve its forum.
What advice do you have for others considering Kofax TotalAgility?
I rate the solution a nine out of ten. It is good product that users can trust.
 

Also Known As

HelpSystems Automate, Automate
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
AETNA, American Express, BNP Paribas, Citi, CommerzBank, Dexia, GoldmanSachs, HSBC, ING, JP Morgan, Raymond James
Find out what your peers are saying about Automate vs. Tungsten TotalAgility and other solutions. Updated: June 2025.
859,129 professionals have used our research since 2012.