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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
30
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) (15th), Financial Close Software (7th)
Tungsten TotalAgility
Average Rating
8.2
Reviews Sentiment
4.6
Number of Reviews
23
Ranking in other categories
Intelligent Document Processing (IDP) (5th)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
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.
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.
Ross Macadam - PeerSpot reviewer
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

"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 interface is simple, user-friendly, and very intuitive."
"We have tried other RPA solutions like UiPath or Automation Anywhere. They are fantastic products but complex, and it's hard to understand everything. It would be best if you had a skilled developer or several. Automate is easy to implement, administer, and use. It's appropriate for us because our cases are simple and easy to automate. We don't need complicated tools with many features; We prefer to get a significant ROI quickly."
"The licensing of the product is very good. You only need to license it once and then you have it forever."
"Overall, the whole product is really nice and provides significant benefits."
"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 most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities."
"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."
"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."
"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."
"So the best thing is ease of use."
"The tool is low code which saves you from a developer."
"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."
"One feature I like is that it makes the matrix easy for an unstructured document."
"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."
"Kofax TotalAgility is a great design tool for reading handwritten invoices."
"It's a growing tool that offers a complete package of BPM, case management, and capture capabilities."
 

Cons

"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."
"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."
"The product also has a limited use case in some respects."
"Fortra's Automate is not as reliable as I would like it to be."
"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."
"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."
"Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"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."
"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."
"Mapping the process steps to an existing R2R process quickly would be a definite step forward."
"Lacks sufficient inbuilt features."
"The Transformation Designer of KTA can be made better."
"It would be nice if the tool has more connectors to different systems. It is an expensive solution."
"Kofax should improve its handwritten extractions."
"They never stressed the lifecycle document management aspects of regulated processes effectively, which I think possibly represents a weakness."
"The product's console version is old. It should also improve its forum."
"Table line item extraction is not possible through Quick Capture."
"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."
 

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."
"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."
"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."
"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."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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."
"Once you buy the software, you just pay for the support for backend help."
"The licensing was purely based on the number of transactions being processed in production."
"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."
"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."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
9%
Manufacturing Company
9%
Performing Arts
6%
Manufacturing Company
19%
Performing Arts
11%
Financial Services Firm
7%
Recreational Facilities/Services Company
6%
Financial Services Firm
21%
Computer Software Company
11%
Manufacturing Company
9%
Insurance Company
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise8
Large Enterprise4
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?
My main use case for Automate is to deliver enterprise-scale script execution jobs, which means we are using Automate...
What is your experience regarding pricing and costs for Fortra Automate?
Until now, I have not specified any other tech products except Microsoft Power Automate, N8N, and Make.com that I've ...
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: September 2025.
869,566 professionals have used our research since 2012.