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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
38
Ranking in other categories
No ranking in other categories
Tungsten TotalAgility
Ranking in Robotic Process Automation (RPA)
25th
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 March 2026, in the Robotic Process Automation (RPA) category, the mindshare of Fortra's Automate is 3.0%, up from 1.3% compared to the previous year. The mindshare of Tungsten TotalAgility is 1.0%, up from 0.8% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Robotic Process Automation (RPA) Mindshare Distribution
ProductMindshare (%)
Fortra's Automate3.0%
Tungsten TotalAgility1.0%
Other96.0%
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

"The ability to connect to websites and pull data is the solution's most valuable feature."
"Customers of AutoMate will realize their ROI within 90 to 120 days from their go-live date."
"Web scraping is quite good since it offers a lot of possibilities."
"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."
"We are still in the process of rolling it to production and tweaking it (our AD groups are a mess), but the improvements are priceless. Having users ID's created the same way every time without human error is the best part. We don't need to worry about why groups were not added, user rights not set to folders or missing a private folder being created, typos or just even knowing when things are done and logged."
"The return on investment I have seen with Fortra's Automate is greater than sixty percent, as it significantly improves our workflow and our team's capabilities."
"This product is quite easy to install, learn, and use, with our new employees being able to start using it in projects for clients after only two weeks of internal training."
"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."
"Great with recognition providing a high level of confidence."
"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 TotalAgility is a single package. They provide you with OCR capabilities, BPM capabilities, and case manager features."
"Now it has an OCR, optical character recognition, engine where it can extract data from the document."
"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."
"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 most valuable features of this solution are automation, ease of billing processes with the process net, and low to no code development."
 

Cons

"Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."
"While this solution is continually improving, as it is now, the user interface could use improvement when I compare it to a product like UiPath."
"Some companies have asked for voice integration. This is likely part of the roadmap."
"The interface could be more user-friendly and easier to navigate."
"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."
"Fortra's Automate is not as reliable as I would like it to be."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"Fortra's Automate is good overall, but the advanced logic is somewhat challenging."
"Kofax should improve its handwritten extractions."
"Customer service was very poor."
"It would be nice if the tool has more connectors to different systems. It is an expensive solution."
"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."
"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."
"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."
"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

"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"It comes with a package that costs approximately $20,000 USD per year."
"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."
"Once you buy the software, you just pay for the support for backend help."
"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."
"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 price of this solution is less than some of the competition."
"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."
"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."
"It is slightly more expensive than other tools."
"Kofax TotalAgility is very expensive."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
7%
Performing Arts
6%
Financial Services Firm
16%
Insurance Company
10%
Manufacturing Company
8%
Government
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business28
Midsize Enterprise11
Large Enterprise9
By reviewers
Company SizeCount
Small Business8
Large Enterprise13
 

Questions from the Community

What is your primary use case for HelpSystems AutoMate?
My use case for Fortra's Automate involves repetitive tasks and streamlining file transfer across multiple systems and multiple team members as it serves as a centralized file-sharing platform.
What is your experience regarding pricing and costs for Fortra Automate?
My assessment of the pricing for Fortra's Automate is that it is moderately priced—not expensive, yet not inexpensive either.
What needs improvement with Fortra Automate?
The areas that have room for improvement in Fortra's Automate include the reporting and analytics functionality, where the analytics could be more detailed. Currently, it is difficult to get deep i...
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...
What advice do you have for others considering Kofax TotalAgility?
I'm familiar with Tungsten TotalAgility and I will share my experience with the solution. My review rating for this solution is 7 out of 10. The difficulty they face in the marketplace is that hist...
 

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: March 2026.
884,933 professionals have used our research since 2012.