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Fortra's 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

Fortra's Automate
Ranking in Robotic Process Automation (RPA)
4th
Ranking in Business Orchestration and Automation Technologies
7th
Average Rating
8.4
Reviews Sentiment
7.1
Number of Reviews
40
Ranking in other categories
No ranking in other categories
Tungsten TotalAgility
Ranking in Robotic Process Automation (RPA)
24th
Ranking in Business Orchestration and Automation Technologies
24th
Average Rating
8.2
Reviews Sentiment
4.6
Number of Reviews
23
Ranking in other categories
Intelligent Document Processing (IDP) (5th)
 

Mindshare comparison

As of May 2026, in the Robotic Process Automation (RPA) category, the mindshare of Fortra's Automate is 2.8%, up from 1.6% compared to the previous year. The mindshare of Tungsten TotalAgility is 1.1%, up from 0.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Robotic Process Automation (RPA) Mindshare Distribution
ProductMindshare (%)
Fortra's Automate2.8%
Tungsten TotalAgility1.1%
Other96.1%
Robotic Process Automation (RPA)
 

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.
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

"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."
"I can say it's a very good product, it has very good results and it is well suited for my requirements, and everything more or less I've been able to create in line with what the client requires."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"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."
"It gives us a central place to schedule tasks and run them distributed."
"The most valuable feature is the drag-and-drop interface, which is very Windows-like."
"The key benefit of Fortra's Automate is that it is quite effective with the automation of repetitive IT and business workflows, which is the primary use case we feel is perfect for Fortra's Automate, and it significantly reduces manual intervention."
"Automate's best feature is that we do not need to write any code; we can create our jobs using the drag and drop option available, and any technical member without coding expertise can use this tool."
"The AI-powered features are incredibly important for operational efficiency; they are a game changer in terms of the accuracy of OCR and ICR."
"This is a great product, a BPM tool with capture facilities."
"We are currently processing over 60,000 invoices per month with no more than 25 individuals."
"The tool is low code which saves you from a developer."
"Kofax TotalAgility is a great design tool for reading handwritten invoices."
"It is user-friendly and has good documentation."
"Since it provides both Capture and BPM on a single platform, it stands on its own in the business process improvement space."
"Great with recognition providing a high level of confidence."
 

Cons

"It's possible that they could use a stronger community for seeking guidance and help."
"The user interface could be slightly enhanced to make it more modern."
"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."
"One aspect I dislike about Fortra's Automate is that debugging slows me down."
"It would be an improvement if Automate had better stability tools, whether by recommending a certain amount of memory because it can be a memory hog at times."
"The user interface could be slightly enhanced to make it more modern."
"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."
"Sometimes there isn't enough accuracy when it comes to extracts."
"Kofax should improve its handwritten extractions."
"Table line item extraction is not possible through Quick Capture."
"They provide sufficient but not excellent technical support. Perhaps there is a point where they could use some improvement."
"It’s not truly low code yet, as every two or three projects, you will have a situation where you have to go behind the essential things. You will definitely still need to customize."
"Customer service was very poor."
"I'd like to have better inbuilt features so that we could see some added value."
"Room for improvement would be better OCR functionality in terms of Arabic OCR. There should be better accuracy."
 

Pricing and Cost Advice

"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 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."
"It comes with a package that costs approximately $20,000 USD per year."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"Once you buy the software, you just pay for the support for backend help."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"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."
"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."
"It is slightly more expensive than other tools."
"Kofax TotalAgility is very expensive."
"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
11%
Manufacturing Company
9%
Computer Software Company
7%
Outsourcing Company
6%
Financial Services Firm
17%
Insurance Company
10%
Manufacturing Company
7%
Construction Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business30
Midsize Enterprise12
Large Enterprise9
By reviewers
Company SizeCount
Small Business8
Large Enterprise13
 

Questions from the Community

What is your primary use case for HelpSystems AutoMate?
I use Fortra's Automate primarily for RPA-based task automation, including file handling, data extraction, and system-to-system workflows. It helps automate repetitive IT and business processes, re...
What is your experience regarding pricing and costs for Fortra Automate?
Pricing and licensing for Fortra's Automate are flexible but largely custom or quote-based, which works well for enterprise and managed service provider models. The pricing is a bit on the higher s...
What needs improvement with Fortra Automate?
Fortra's Automate can be improved with enhancements in native cloud integrations for AWS, Azure, and GCP, along with stronger API orchestration to improve hybrid use cases. More granular monitoring...
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 particular product in the last probably six to nine months. The speed of product deve...
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 unstructured or semi-structured content across a range of processes that need t...
What advice do you have for others considering Kofax TotalAgility?
I'm familiar with Tungsten TotalAgility and I will share my experience with the solution. My review rating for this solution is 7 out of 10. The difficulty they face in the marketplace is that hist...
 

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 Fortra's Automate vs. Tungsten TotalAgility and other solutions. Updated: April 2026.
893,438 professionals have used our research since 2012.