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Ephesoft Transact vs OpenText Capture comparison

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Comparison Buyer's Guide

Executive SummaryUpdated on Mar 29, 2026

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

Automation Anywhere
Sponsored
Ranking in Intelligent Document Processing (IDP)
1st
Average Rating
8.4
Reviews Sentiment
6.8
Number of Reviews
668
Ranking in other categories
Business Process Management (BPM) (2nd), Robotic Process Automation (RPA) (2nd), Process Mining (1st), Agentic Automation (1st), Business Orchestration and Automation Technologies (2nd), AI Legal & Compliance (1st), AI Finance & Accounting (2nd), AI Procurement & Supply Chain (1st)
Ephesoft Transact
Ranking in Intelligent Document Processing (IDP)
15th
Average Rating
7.6
Reviews Sentiment
5.9
Number of Reviews
3
Ranking in other categories
No ranking in other categories
OpenText Capture
Ranking in Intelligent Document Processing (IDP)
4th
Average Rating
8.2
Reviews Sentiment
6.3
Number of Reviews
8
Ranking in other categories
No ranking in other categories
 

Mindshare comparison

As of November 2026, in the Intelligent Document Processing (IDP) category, the mindshare of Automation Anywhere is 3.4%, up from 3.3% compared to the previous year. The mindshare of Ephesoft Transact is 2.3%, up from 1.9% compared to the previous year. The mindshare of OpenText Capture is 3.9%, down from 6.9% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Intelligent Document Processing (IDP) Mindshare Distribution
ProductMindshare (%)
Automation Anywhere3.4%
OpenText Capture3.9%
Ephesoft Transact2.3%
Other90.4%
Intelligent Document Processing (IDP)
 

Featured Reviews

Venkat Sivaprakash - PeerSpot reviewer
Management Consultant at Accenture
Has significantly improved document-driven workflows and reduced processing time across finance and HR functions
Automation Anywhere has evolved significantly and upgraded itself to provide agentic AI and AI-based automation solutions for document automation. The product has matured considerably over time. We can create workflows that can call an API. We can include prompts in particular workflows for ChatGPT-related functions, connecting to an LLM and RAG to perform tasks. For document automation, modern features are available to train documents, ensuring high accuracy and repeatability over time. The system is very easy to use. I recently completed a course in document automation, typically designed for people involved in coding and technical aspects. Though I understand coding comprehensively, I don't do actual coding. The course was very accessible. Currently, extensive coding isn't necessary due to the hybrid model incorporating GenAI aspects, low-code, no-code capabilities, APIs, and numerous pre-built objects in Automation Anywhere. The features include GenAI-driven prompting methods and workflow creation capabilities. In these workflows, we can create decision boxes and call APIs without coding. We simply pull objects, drop them, connect them, and add minimal coding when needed. The most crucial aspect isn't coding but rather sizing the automation and fleshing out the details. Automation Co-pilot takes notes and performs automated analysis. It can extract details from videos, summarize conversations, and provide detailed information. During calls, it identifies instructions and performs tasks such as preparing reports and reconciliation. Automation Anywhere can also connect with Microsoft Co-pilot. Through Co-pilot, real-time operations can be executed, allowing direct interaction between vendors and automation through this component.
it_user1648179 - PeerSpot reviewer
OCR Developer at a tech vendor with 10,001+ employees
A stable and scalable smart content acquisition and data classification solution with a useful inject feature
I would advise potential users that Ephesoft Transact is an easy tool to handle. The UI isn't complex, and even if everything isn't handled at the UI level, they can work with the script. You can also handle issues with scripts. I believe Ephesoft Transact is one of the best tools because the UI is an easy one. The UI-level design makes it easy to handle the development and the superior Ephesoft support system. They will give you quick support to resolve issues and provide training materials. They will train the developer, and after training the developers, they will also support them. That's a good good thing that I saw. Initially, when I joined this project, I also had less knowledge. But with the help of this support system and the training material, I now have superior knowledge. On a scale from one to ten, I would give Ephesoft Transact a nine.
SK
Software Engineer at ECloudOptimumCorp
Robust document capture boosts efficiency and integration options
The best features include multiple channel capabilities such as fax, different file transfers, and paper scans. It can be integrated with multiple channels and can capture images, even from mobile devices integrating into OpenText Capture. Currently, it has introduced AI for data extraction and document processing. OpenText Capture's impact on automating document-intensive tasks such as accounts payables or loan processing is significant. It has the capability to capture table structures or multiple line items from images, including line items and final amounts for invoice processing. The main benefits of OpenText Capture are particularly valuable when capturing content and extracting structured or unstructured data. This product can be integrated into any point-of-sale system, Salesforce, SAP, or other environments, reducing manual data entry and related tasks. This feature has helped organizations handle large volumes of data with precision, especially regarding resource consumption. The automation reduces human effort that would otherwise be required for classification and extraction tasks.

Quotes from Members

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

Pros

"We have used support a few times for one of our customers, and they respond quickly. If the issue involves a critical production system, they respond to the request on the same day."
"The scheduling feature allows for scheduling of the bots to a specific time every day, which helped remove the dependency on humans completely."
"From a developer perspective, the user interface is user-friendly and easy to use."
"The tool is a huge time saver. If I want to do something manually, it will take half an hour, but the bot can do the task within minute or seconds. In a day, month, or year, this will be a huge amount of time for me. A reduction to a fraction of seconds will be a big impact."
"AA helped our clients to achieve their goals faster and more efficiently, also reaching ROI very quickly."
"Within less time than it used to take, we can automate a complete Apex task."
"Courses on Automation Anywhere University are very easy to learn."
"I like all of the product features, but I mostly like to work with IQ Bots because they have cognitive automation capabilities."
"I like the inject feature. With desktop injects, we're doing all these things and extracting these things. Its stable, scalable, and technical support is good."
"Transact's best feature is its ease of customization."
"I believe Ephesoft Transact is one of the best tools because the UI is an easy one."
"I have found the keyword extraction to be helpful."
"The enterprise and capturing feature of OpenText is its valuable feature. As we have integrated CRM with OpenText."
"The automated version of the vendor invoice management is great, and it is helpful because it has reduced the human interaction in invoice processing."
"It is a mature product and a leader in the industry."
"We use it to capture documents coming through our product and mobile channels and make them available for our business to access and email. We use it to automate the email workflow in our applications, pull the documents, and email them to the users."
"Being able to have accurate extraction is most valuable. It has machine learning and other tools to make the extraction more accurate."
"OpenText Intelligent Capture is pretty good."
"The solution is very powerful because it allows for custom scripting."
"It allows you to image capture, scan documents and use machine learning to automatically index and tie them."
 

Cons

"Some NLP AI is required to work in combination with RPA, especially for reading unstructured emails."
"There is room for improvement when this application is used in a Citrix-based environment."
"It is very difficult to create and automate timetables because they are modal, and it would be helpful if the bot could assist us with this."
"IQ Bot does have some limitations."
"The Automation Anywhere University courses have helped us, but it could improve some things, like how the courses are designed."
"The technical support needs improvement."
"As of now IQ Bot only takes/fetches the record of the places that we have marked. e.g. Invoices fields that are dynamic in nature are very difficult to fetch the data from the scan copy. If this feature gets added, it will save a lot of time for developers."
"I am looking into IQ Bot, but I wanted more out of it. I am dealing with a lot of scanned documents. I want to see if Automation Anywhere can scan client emails for us because our clients send emails with some incidents and issues. We want to see how automation can automatically do the processing and create some structured data or automate bots to get work done."
"It's not easy to train."
"Their email service and extraction could be better. We get the input via email, and these emails contain different types of documents like Excel, PDF, or they may contain different content in the email body."
"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."
"Their email service and extraction could be better. We get the input via email, and these emails contain different types of documents like Excel, PDF, or they may contain different content in the email body. Due to this variation, sometimes the email service crashes, and emails aren't redirected to Ephesoft Transact. Ephesoft has provided us with new hotfixes. Whatever flaws we found in the 2019.2 version, they have already updated it in the new version, 20.1.05, and it's already released. Drawbacks like not capturing the handwritten fields are now sorted."
"If something is handwritten and attached to an email, it doesn't capture the information correctly."
"It can be more user-friendly, and it should also have more reporting capabilities. There are also a few other things that need improvement."
"The area for improvement primarily centers around licensing concerns rather than technical issues. Captiva, intended for larger clients, poses challenges for medium and small businesses due to licensing costs. The current licensing model is based on volume, such as purchasing a volume for one million dollars per year for scanning. This pricing structure may be prohibitive for companies with constrained budgets. Another aspect requiring attention is the mobile capture feature, which, although experiencing recent enhancements in intelligent document processing through AI, could benefit from further improvements. Specifically, there is room for enhancement in enabling users to efficiently capture documents using their smartphones."
"I would say what most of the document management solutions are lacking is smartness to detect the duplicate storage of the documents."
"We are using it to improve the image and the documentation for the cases. And sometimes, some cases have more than fifteen different types. We use some tools as fixed standard analysis and provide information to support the different types to take some decisions and help in an automated process. We choose the case type and subtype DNS scanning documents from the data entry up."
"I have not seen any return on investment from OpenText Capture."
"Its functionality is good, but it has to be made more accurate. If it is not customized and handheld properly, the recognition and captures won't be accurate."
"Knowledge of .NET is required to effectively use the solution or it can be complicated."
 

Pricing and Cost Advice

"We purchase on a bot basis. Our costs are approximately $5,000."
"We have seen ROI on one of the process, but not on the other processes yet."
"Their licensing processes are in par with most industry standards."
"The setup and licensing cost is affordable, and it is not exaggerated like UiPath."
"We were paying approximately $30,000 for a year license."
"The product’s pricing is reasonable."
"I would like them to have better license management."
"The licensing cost could be improved. It costs a lot. At the very least, the developer licenses and the control panels should be made free to enterprises, and the production environment licensed."
"Initially, when I got a licensed copy of Ephesoft Transact, it was for one year. After one year, we had to send an email to the Ephesoft team informing them that our license was going to expire. They updated it and provided one license in our file, and we had to update and install the folder. They have versions for one year and lifelong as well."
"Transact's pricing could be better for smaller customers."
"Some customers say the solution can get costly because it requires licenses or enterprise packages."
"OpenText is an expensive solution."
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Top Industries

By visitors reading reviews
Outsourcing Company
14%
Comms Service Provider
12%
Financial Services Firm
11%
Manufacturing Company
11%
Construction Company
20%
Outsourcing Company
9%
Performing Arts
8%
Financial Services Firm
8%
Financial Services Firm
15%
Insurance Company
15%
Outsourcing Company
8%
Government
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business162
Midsize Enterprise86
Large Enterprise565
No data available
By reviewers
Company SizeCount
Small Business2
Large Enterprise6
 

Questions from the Community

How good is Automation Anywhere for RPA processes?
It depends on your use case. Is it simply to automate a couple of processes? Is it to augment a human team? AA is ver...
How good is Automation Anywhere for RPA processes?
From my experience using AA tool, it depends on the applications that you want to automate, because there some applic...
How good is Automation Anywhere for RPA processes?
It is a highly preferred RPA tool. You can check my Automation Anywhere Review to know more.
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What needs improvement with OpenText Intelligent Capture?
There is room for improvement regarding the data extraction and OCR capabilities in OpenText Capture, especially with...
What is your primary use case for OpenText Intelligent Capture?
I use OpenText Capture for any digital format or hard copies, everything that needs to be digitalized and stored in a...
What advice do you have for others considering OpenText Intelligent Capture?
Based on my rich experience with OpenText Capture, I would advise organizations considering it for their environment ...
 

Also Known As

Automation Anywhere, Testing Anywhere, Automation Anywhere Enterprise, Agentic Process Automation System (Now Certified for WorkSpaces)
No data available
OpenText Captivas
 

Interactive Demo

Demo not available
Demo not available
 

Overview

 

Sample Customers

Google, Linkedin, Cisco, Juniper Networks, DellEMC, Comcast, Mastercard, Quest Diagnostics
Honda Logistics, Washington State Health Care Authority
Information Not Available
Find out what your peers are saying about Ephesoft Transact vs. OpenText Capture and other solutions. Updated: September 2026.
920,769 professionals have used our research since 2012.