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Redwood Software - Finance Automation Edition vs Tungsten TotalAgility comparison

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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
Sponsored
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
28
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Redwood Software - Finance ...
Average Rating
9.0
Reviews Sentiment
7.5
Number of Reviews
3
Ranking in other categories
Robotic Process Automation (RPA) (14th), Financial Close Software (8th)
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.
Amarjeet Kamble - PeerSpot reviewer
User-friendly and enables automation in finance, HR, and SDM
There is room for improvement, considering no tools having everything inside it is right. So the room for balancing improvement lies in automation enhancement with respect to the feature areas, considering dealing directly with Excel and reviewing it to do some additional stuff for it in the end system so that reading the right thing, picking up the values, and everything. Right now, you can do it with a little bit of custom scripting in addition to eight. But rather than custom scripting, if we can have a direct feature integrated inside this tool, it will be a major achievement. So, it already has that capability, as you can do custom scripting, and you can go ahead with creating your own. But the direct functions are not available. That's where we are lagging behind. However, importing the values or importing the service can be achieved. So, that is where I can see the room for improvement. In this particular area, the entire system can be improved.
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

"A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added."
"We have found the pricing to be very reasonable."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"This tool has machine learning and voice recognition and computer vision, which are both quite useful aspects. These aren't available in other tools. It's a good addition to this tool and it gives the solution an edge on the market."
"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 pricing is excellent. I would give them perfect marks in that regard."
"Overall, the whole product is really nice and provides significant benefits."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"The out-of-the-box finance modules within the Redwood Finance framework help to speed up the process, versus designing and writing generic BOT code."
"So the best thing is ease of use."
"Redwood has a great feature where it logs every transaction. So, at any point, we can see every step taken for each transaction. It creates an audit trail of the entire process execution. It is a really good feature. This eliminates the need for extra coding or report generation. The audit report is readily available within the tool itself."
"It's a growing tool that offers a complete package of BPM, case management, and capture capabilities."
"The tool is low code which saves you from a developer."
"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 not so complex to design what you need to."
"Kofax TotalAgility is a single package. They provide you with OCR capabilities, BPM capabilities, and case manager features."
"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."
"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."
"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."
"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 solution has a very weak knowledge base."
"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."
"Fortra's Automate is not as reliable as I would like it to be."
"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."
"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 currently have three bugs open with them that I don't know if they are addressed in the new release."
"The room for balancing improvement lies in automation enhancement with respect to the feature areas, considering dealing directly with Excel and reviewing it to do some additional stuff for it in the end system so that reading the right thing, picking up the values, and everything."
"Mapping the process steps to an existing R2R process quickly would be a definite step forward."
"would like to see AI integration for automation in future releases. Post-automation, I envision a generative AI model. If I could ask the bot questions like the number of invoices or their current status, it should be able to provide answers directly."
"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."
"They provide sufficient but not excellent technical support. Perhaps there is a point where they could use some improvement."
"There needs to be more accessible certification and better pricing."
"The product's console version is old. It should also improve its forum."
"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."
"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."
"Kofax needs to improve the low-code or citizen developers."
"The Transformation Designer of KTA can be made better."
 

Pricing and Cost Advice

"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"It comes with a package that costs approximately $20,000 USD per year."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"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 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."
"The licensing was purely based on the number of transactions being processed in production."
"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."
"Kofax TotalAgility is very expensive."
"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
12%
Computer Software Company
10%
Manufacturing Company
9%
Performing Arts
6%
Manufacturing Company
18%
Performing Arts
10%
Financial Services Firm
8%
Computer Software Company
7%
Financial Services Firm
21%
Computer Software Company
11%
Manufacturing Company
10%
Insurance Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
 

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...
What do you like most about Redwood Business Process Automation - Finance Edition?
Redwood has a great feature where it logs every transaction. So, at any point, we can see every step taken for each t...
What is your experience regarding pricing and costs for Redwood Business Process Automation - Finance Edition?
The pricing is very client-specific. It's not a one-size-fits-all price. They don't have a single price for everyone....
What needs improvement with Redwood Business Process Automation - Finance Edition?
Everything seems to be working well. However, I see value in integrating AI for automation. So, I would like to see A...
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?
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
Redwood Business Process Automation - Finance Edition, Redwood Robotics, Redwood Finance Automation
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
ArcelorMittal, Alliant Energy, Allianz, Arla, Bacardi, CPS Energy, DSM, Faurecia, Genetech, Jabil, Jumbo,
AETNA, American Express, BNP Paribas, Citi, CommerzBank, Dexia, GoldmanSachs, HSBC, ING, JP Morgan, Raymond James
Find out what your peers are saying about Redwood Software - Finance Automation Edition vs. Tungsten TotalAgility and other solutions. Updated: July 2025.
865,384 professionals have used our research since 2012.