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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
5th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
No ranking in other categories
Tungsten TotalAgility
Ranking in Robotic Process Automation (RPA)
20th
Ranking in Business Orchestration and Automation Technologies
25th
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 January 2026, in the Robotic Process Automation (RPA) category, the mindshare of Fortra's Automate is 2.7%, up from 1.3% compared to the previous year. The mindshare of Tungsten TotalAgility is 0.9%, up from 0.8% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Robotic Process Automation (RPA) Market Share Distribution
ProductMarket Share (%)
Fortra's Automate2.7%
Tungsten TotalAgility0.9%
Other96.4%
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

"We have found the pricing to be very reasonable."
"The pricing is excellent. I would give them perfect marks in that regard."
"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 feature I prefer most about Fortra's Automate is that it offers no-code or low-code automation, which is essential for me as a cybersecurity analyst because we do not have time to code and automate everything."
"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."
"It gives us a central place to schedule tasks and run them distributed."
"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 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 AI-powered features are incredibly important for operational efficiency; they are a game changer in terms of the accuracy of OCR and ICR."
"Kofax TotalAgility is stable."
"Kofax TotalAgility is a great design tool for reading handwritten invoices."
"One feature I like is that it makes the matrix easy for an unstructured document."
"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."
"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."
"Kofax is very easy to use, UI-friendly and allows easy data extraction."
"The most valuable features of this solution are automation, ease of billing processes with the process net, and low to no code development."
 

Cons

"Fortra's Automate is not as reliable as I would like it to be."
"The technical support could be better. We suffer from language barriers, as we are in Argentina."
"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."
"Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully."
"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 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."
"Automate could simplify the UI for creating a workflow for automation. As a technical person, I can understand it easily. However, there are few activities in the software that our HR department cannot understand."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"Kofax needs to improve the low-code or citizen developers."
"They provide sufficient but not excellent technical support. Perhaps there is a point where they could use some improvement."
"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."
"The one thing I would like to see more of right now: is a simplified form creation. That would be the most significant improvement I would like to see in their product."
"It would be nice if the tool has more connectors to different systems. It is an expensive solution."
"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."
"The Transformation Designer of KTA can be made better."
"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."
 

Pricing and Cost Advice

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"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."
"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 perspective, one of the biggest selling points of Automate is its price point."
"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 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 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 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."
"Kofax TotalAgility is very expensive."
"It is slightly more expensive than other tools."
"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."
"The price of this solution is less than some of the competition."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
6%
Performing Arts
6%
Financial Services Firm
18%
Computer Software Company
10%
Insurance Company
9%
Manufacturing Company
8%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business25
Midsize Enterprise10
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 for IT operations as an automated repetitive workflow task, handling tasks like file transfer, job scheduling, SAP data pools, and system notifications.
What is your experience regarding pricing and costs for Fortra Automate?
I am somewhat aware of Fortra's Automate's pricing, and I can say it is budget-friendly—not too cheap or too high. The pricing is on point.
What needs improvement with Fortra Automate?
Fortra's Automate is good overall, but the advanced logic is somewhat challenging. Some of the more complex branching and error handling require digging into documentation or trial and error before...
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 the trend of Microsoft Copilot and AI.
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...
 

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: December 2025.
881,082 professionals have used our research since 2012.