Tungsten TotalAgility Reviews

Our customers use Kofax TotalAgility daily, and the solution has different rules. In addition, large businesses use this solution as they have to create many CO reports and get several invoices by email.

Kofax TotalAgility is also creative. For example, approximately ten percent of information goes to the manual system if it is not extracted correctly. In this scenario, it automatically forwards it to the manual system and assigns it to someone to verify the data. After verification, the solution provides an acceptance and goes to the finance department for processing.

Our clients get approximately 10,000 to 12,000 invoices daily, and it is challenging to handle them manually. So Kofax TotalAgility is a great design tool for reading handwritten invoices.

This solution directly connects to Outlook 365 and automatically reads emails. It also automatically extracts data from PDF files and verifies it with invoice numbers, purchase order (PO) numbers, total amounts and taxes. After confirming all the information, it stores it in the database. First, Kofax TotalAgility measures the existing information in the database and supplier's invoice and then matches the information sent by the supplier.

Kofax is primarily used for extraction and classification, as well as for business processes. In our case, it's used for transaction history and payment information. We also have integrations with other services like CMA, SharePoint, and Documentum. I am the assistant vice president at a bank and we are customers of Kofax. 

This is a great product, a BPM tool with capture facilities. KTA is great with recognition and gives us a high level of confidence in terms of its extraction capabilities. If we want to connect to any web services, we can get our own WSDLs and connect to other systems. It's quite easy to convert to a cloud platform. In cases where we need to create our own analytics platforms, KTA provides some of the analytics. It gives us everything we need to create for our processes.

Kofax TotalAgility is mostly been about growing as a tool. With every release, it adds new features. It's a growing tool that offers a complete package of BPM, case management, and capture capabilities. 

It has those associated capabilities, and it's also very user-friendly. It is a light version, based on feedback from all customers. It can be used on the browser for both developers and users. As a result, it is a very user-friendly tool in the market with a complete package. 

There are very few options with all-in-one capabilities, but individually, there are several  options available, such as case management tools on the market. And we capture capabilities.

There are a lot of tools available in the market, but as a whole package, there are not many.

Certainly, a major release will include new features that will introduce bugs, which will be addressed with patches. But I don't think there's any feedback from my experience that this will be a good feature or not. 

There are no fixed features or anything else that I can think of that should be included. Every day, new features are added. There is a once-a-year major release. As a result, we are constantly adding new features.

The use case that we are trying to solve using Kofax is the automation of the insurance business. There are around 100 sub-processes, which require some data extraction and hence the KTA intervention. It's basically an automation project, and KTA is a leader in this.

The use cases are varying in complexity. Some are very simple, including data extraction from a single-page document and just passing the data to the VP bot. Some are very complex.

There is an expectation that we can use the solution for extracting data from email content. With emails, they can be replied to directly from the clients. They can view items and information we seek from the clients. The content becomes unstructured, and the data extraction becomes difficult; Kofax helps deal with this. There are a lot of use cases for the solution, actually.

One feature I like is that it makes the matrix easy for an unstructured document. I have experience with other tools, and there is a feature in Kofax wherein you can use your pre-existing data set. That actually helps when we deal with unstructured content. You can define your own data set, and you can try customizing the content. You can do many kinds of things, including segregating some text into alerts or for data extraction with client details, addresses, and email replies.

Most of the time, it'll be used for some invoice processing and AP (accounts payable) processing. I worked on some insurance company use cases, including claim processing, new business documents, and data extraction. Primarily, it is used on invoices processing and AP processing.

The training is very helpful. You can train the document. There is a machine learning feature inside the solution. When the documents come in next time, it'll actually try to extract the data with minimum configurations.

Even normal business users can train on the Kofax system. That is one of the features which is very good in Kofax TotalAgility.

The image announcement features are really good. For example, with the conversion of the documents from color to black and white and the after-image conversion, the quality of the document really increases sometimes. The size reduces. That way, it can help to store the documents for the long term.

It's not so complex to design what you need to. Even for developers, it’s very easy. I have worked on a few other products wherein workflow configuration and other things were really difficult. There will be a lot of customizations required. However, in this product, there is not so much customization required.

A lot of out-of-the-box features are available. We can reuse those, and there is an out-of-the-box RPA integration. You can integrate Kofax RPA whenever you want to do something with your legacy system. You can use that RPA integration, and you can perform the operation using the robot.

It is an OCR software that can be used to extract the data from PDFs, add input channels, or PDFs that came from email. You have scans configured so that you can extract the data from the scanned image and fax. There are several input channels. It's all different according to your business and how you will extract that data from your input channel.

There are several use cases, from simple to complex workflows, as per the customer requirement. If you are talking about the BPM capabilities, Kofax is clearly a winner in that area. Other software tools have basic OCR. However, if you want to use some complex business processes, then Kofax is excellent as compared to other tools.

Kofax TotalAgility is a single package. They provide you with OCR capabilities, BPM capabilities, and case manager features. Apart from that, now they have RPA and some other tools, which are very clearly integrated with other solutions. They have a very good ecosystem.

If you need invoice processing, it suits account payable systems. Or in medical trial tasks, it can also be used there for the insurance sector and banking. There are several use cases where you can apply Kofax TotalAgility to different domains or areas.

It has knowledge-based learning. For example, if you have implemented accounts payable solutions for your company and you are getting different invoices, every organization has its own format of invoices. Therefore, invoice processing is quite complex. You have to deal with the end number of vendors; every vendor has their end number of templates defined for that invoice. It can process these easily.

We divided it into three categories. One invoice is very basic, and we can send it in a fixed form. Second, when you structure it, some data might be changed. However, it is still a fixed form. Then there is a third, unstructured, and you don't know where the data will appear. For the same supplier, sometimes you get the data from the top date, invoice number, or maybe on the bottom. However, in any case, this solution will handle the information quickly.

It has very good learning capabilities. It will learn from the user feedback. For example, if you have some documents which come to your system and are quite complex. Maybe the date format is slightly changed, or some amount is changed, and you cannot extract it. A typical user will manually learn via that data and enter it. It'll also ultimately learn. That way, the next time, it'll automatically extract the data, and that process will no longer require any manual intervention of the user.

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.

The product's console version is old. It should also improve its forum. 

We use TotalAgility in the loan approval process, such as during car loan approvals. In this case, when a client needs to buy a car, we have to process a lot of documents regarding the car and the client, and we need to match documents. We use middleware to get this match, and we use TotalAgility to orchestrate the process. 

We built a website portal to consult TotalAgility APIs because we need to start the documents, for example. We need to use ECM in this case; however, TotalAgility does not integrate well with ECMs. It's a BPM. It stores documents and files and consults the files to match the data that exists in TotalAgility with the content in the ECM.

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.