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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) (4th)
 

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.
Mahmoud Alyabroudi - PeerSpot reviewer
An easy-to-use solution that supports multiple integrations
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. The tool's digital mailroom feature can handle documents from multiple sources. This includes incorporating documents from scanners, multifunctional devices, email attachments and various importers. Kofax TotalAgility's OCR capabilities process structured, semi-structured, and unstructured documents. Additionally, it supports both on-demand requests and batch scanning. The main feature I find exceptional about Kofax TotalAgility is its ease of use. While many business process management tools offer similar features, the solution stands out for its simple setup for KPIs and easy configuration of processes and forms. Additionally, it provides auto-generated forms. The solution was also easy to integrate with existing systems and workflows. The tool provides insights into document extraction and classification, including confidence percentages. The system can automatically proceed or route documents for validation based on these metrics. In HR systems, Kofax TotalAgility enables the creation of workflows for employee requests, such as leave approvals, based on predefined criteria like tenure or behavior. Similarly, KPIs can be integrated into customer care to monitor agent performance, tracking metrics like ticket volume and resolution times.

Quotes from Members

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

Pros

"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."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"The pricing is excellent. I would give them perfect marks in that regard."
"I would rate the technical support as a nine out of ten because it is quite fast and courteous."
"This product is quite easy to install, learn, and use, with our new employees being able to start using it in projects for clients after only two weeks of internal training."
"Compared to other vendors, it's the scheduling tool because a lot of vendors want to charge you extra for their enterprise-level license to have a scheduling tool built in to give you the ability to set up regular schedules to run and do certain data checks."
"The most valuable features for my client are timing and scheduling."
"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."
"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 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."
"Now it has an OCR, optical character recognition, engine where it can extract data from the document."
"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."
"The most valuable features of this solution are automation, ease of billing processes with the process net, and low to no code development."
"The tool is low code which saves you from a developer."
"Kofax TotalAgility is stable."
"Its integration capabilities are valuable. It has low code/no code features. You have to do minimal coding."
 

Cons

"Sometimes when we communicate with the ERP system and there is an issue, we are not always aware of the specifics of Automate and the source of the problem."
"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."
"The intelligent automation feature could be improved. It's interesting because it's simple, but the automation quality isn't always good. It's easy to use, but sometimes you need to make a slight improvement to the automation, and that's not so easy."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"The OCR for Hebrew text needs to be improved."
"Error messages should be better. For error status, there should be better documentation because a lot of times, error messages that you get are quite vague. For example, you get a message saying that the workflow has run into an unknown status, which is vague. It just tells you that it failed, but you don't know how or why it failed. It makes debugging difficult."
"There is room for improvement regarding cloud functionality; there are a few missing features, and the logging could be better, especially air logging. We can go into logging events and create our own task, but it would be nice if this were more detailed."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"Sometimes there isn't enough accuracy when it comes to extracts."
"Table line item extraction is not possible through Quick Capture."
"It would be nice if the tool has more connectors to different systems. It is an expensive solution."
"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."
"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."
"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."
"Lacks sufficient inbuilt features."
"The product's console version is old. It should also improve its forum."
 

Pricing and Cost Advice

"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"The pricing is quite reasonable. We can run the process with one bot. The limitation is at the server level because they have some resources, and sometimes that is enough. It isn't too expensive, so you can get a good return off of one, and you can also have a pack of five bots that is quite competitive."
"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."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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 price of this solution is less than some of the competition."
"It is slightly more expensive than other tools."
"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 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
12%
Computer Software Company
10%
Manufacturing Company
9%
Performing Arts
6%
Financial Services Firm
21%
Computer Software Company
11%
Manufacturing Company
9%
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?
The main purpose is for automation. That has been the purpose why I have been using it so far.
What is your experience regarding pricing and costs for Fortra Automate?
Regarding pricing, it is very friendly. I would not say that it is really cheap or very expensive, but it fits within our budget.
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
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