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Joel McMillan - PeerSpot reviewer
Systems Administrator at BAE Systems
Real User
All-in-one platform, simple billing processes, and reliable technical support
Pros and Cons
  • "The most valuable features of this solution are automation, ease of billing processes with the process net, and low to no code development."
  • "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."

What is our primary use case?

We use Kofax TotalAgility for accounts payable.

How has it helped my organization?

We are currently processing over 60,000 invoices per month with no more than 25 individuals.

What is most valuable?

The most valuable features of this solution are automation, ease of billing processes with the process net, and low to no code development.

What needs improvement?

The form development could be improved.

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.

Buyer's Guide
Tungsten TotalAgility
April 2025
Learn what your peers think about Tungsten TotalAgility. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
851,604 professionals have used our research since 2012.

For how long have I used the solution?

I have been using Kofax TotalAgility since 2016.

I am working with version 7.8.

What do I think about the stability of the solution?

Kofax TotalAgility is very stable.

What do I think about the scalability of the solution?

Kofax TotalAgility is a scalable solution.

In our organization, we have 150 users, and their roles are made up of analysts, verifiers, validators, and people who approve the process.

We have plans to increase our usage.

How are customer service and support?

I would rate the technical support a five out of five.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

Previously, we did everything manually. We also used FIFE.

How was the initial setup?

The initial setup is very straightforward.

It took three months to complete the deployment.

We require a team of two people to maintain the solution.

What about the implementation team?

A third-party integrator assisted us with the implementation. 

What was our ROI?

Absolutely, there is a return on investment. I would rate it a four and a half out of five.

What's my experience with pricing, setup cost, and licensing?

I am not aware of the licensing costs.

Which other solutions did I evaluate?

We evaluated ReadSoft, PaperVision, and other products. They are all under the same umbrella now, but they were previously separate. We considered the alternatives.

We chose Kofax TotalAgility because they provided a comprehensive overall solution to our problem. In comparison to some of the other solutions available, they have capture, workflow, and integration all in one. There were some other solutions that focused heavily on capture. Some solutions focused heavily on workflow. Kofax TotalAgility provided all of these services on a single platform.

What other advice do I have?

I would recommend doing a lot of planning ahead of time.

I would rate Kofax TotalAgility a ten of ten.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1915596 - PeerSpot reviewer
Technical lead
Real User
Has good scan, capture, classification, and extraction capabilities, but isn't easy to set up and its low-code capability could be improved
Pros and Cons
  • "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."
  • "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."

What is our primary use case?

We are systems integrators, and we build solutions for our customers, so we use Kofax TotalAgility to build solutions for accounts payable and mailroom purposes.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I have three years of experience with Kofax TotalAgility.

What do I think about the stability of the solution?

Kofax TotalAgility is a stable solution, as long as you know what you're doing and you have an understanding of product features, for example, how to use and how the features work, whatever you build will be sustainable and stable.

What do I think about the scalability of the solution?

Kofax TotalAgility is a product we can scale.

How are customer service and support?

Technical support wise, because I've been working with Kofax not just on Kofax TotalAgility, but other products as well, and I've been working with Kofax products from the past ten to twelve years, the support is quite good and the support team responds and assists in a timely fashion. Kofax support is very good.

How was the initial setup?

Kofax TotalAgility was not easy to set up. If you talk about the product being full-blown, and even in the solution side of my company, setting it up was not as straightforward. In the latest version of Kofax TotalAgility, there's this feature called Quick Capture which I haven't tried, but I've seen a demo, so if I believe what was on the demo, then that process is quite easy to set up, but with the solutions my company builds, as far as the setup of Kofax TotalAgility is concerned, wasn't easy. You have to do three processes, and unless you have something already in place which you can copy or reuse, you have to set up the processes from scratch, but as long as you know what you're doing, then it can be slightly easier to set up, but you just can't do it in a blink of an eye. It's not that easy, but if you know what you're doing, then it won't be very complex or very hard, so I could say the setup has medium difficulty.

From a deployment perspective, how long it takes would still depend on how complex the solution you have built is, but based on my experience, it has medium complexity. You can create packages, then you can export and import the packages onto the designated deployment environment, but then if you have some additional databases or additional custom DLLs that you might be interfacing, or if you have an element of RPA or any of the external web service, those would be additional, so again depending upon the complexity of your solution, the deployment time will vary.

What's my experience with pricing, setup cost, and licensing?

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.

What other advice do I have?

I started with version 7.3 of Kofax TotalAgility. I'm currently using version 7.6.

Kofax TotalAgility isn't used within my company, but my company builds solutions through it and deploys the solutions to customers, and currently, the product has twenty to twenty-five users.

My advice to people looking into using Kofax TotalAgility is that if the deployment is on-premises, as long as you're willing to invest even if it's expensive, it can be a good solution. It can be a good product for BPM. You can do BPM projects with it. You can do case management and capture extraction with Kofax TotalAgility, but it can also integrate quite seamlessly with third-party applications, so it's quite good. For small to medium-scale companies who would still like to utilize the product or have interest in the product, it's best to leverage either the cloud solution directly from Kofax or a multitenant system, for example, building a multitenant system for small-scale industries or companies, and sell the solution on a subscription basis to make it a little more cost-effective, to save on spending rather than having an on-premises solution spending on hardware and software. You can buy on a subscription basis or SaaS and benefit from it.

As I haven't completely explored Kofax TotalAgility, based on what I know, I would rate the product seven out of ten.

My company is a partner of Kofax TotalAgility and used to be called a diamond partner. My company is a reseller of the product and builds solutions using Kofax TotalAgility for customers who are the end users. There's one department: the outsourcing department that's an internal customer that uses the product.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Buyer's Guide
Tungsten TotalAgility
April 2025
Learn what your peers think about Tungsten TotalAgility. Get advice and tips from experienced pros sharing their opinions. Updated: April 2025.
851,604 professionals have used our research since 2012.
reviewer1921761 - PeerSpot reviewer
Vice president at a financial services firm with 10,001+ employees
Real User
Good performance with great data extraction and auto-classification features
Pros and Cons
  • "Data extraction and auto-classification are great features."
  • "Kofax needs to improve the low-code or citizen developers."

What is our primary use case?

Our primary use case of TotalAgility is for extracting data from structured and unstructured documents. Structured documents refer to statements and documents that have a defined structure. Our unstructured data refers to non-standard forms or documents where keywords are required to extract data. We are customers of TotalAgility and I'm the company vice president.

What is most valuable?

Data extraction and auto-classification are great features. We have over 15 applications, and the performance is good; we're able to extract the data that we need.

What needs improvement?

Kofax needs to improve the low-code or citizen developers rather than focusing on other cloud solutions for data extraction. We've found them to be a little more robust on their low-code citizen developers, but they need to improve quickly in order to compete with other market vendors.

For how long have I used the solution?

I've been using this solution for five years. 

What do I think about the stability of the solution?

The solution is stable and we have very few production incidents. We haven't had any issues in the last few months. 

What do I think about the scalability of the solution?

The solution is scalable. If you want to add more power, you need to process more and you can always add more transformation servers that do actual extraction and classification. Scalability is a matter of how quickly your company or your environment can set up a VM. That's all it is. 

How are customer service and support?

The vendor technical support is good. They respond relatively quickly although it can sometimes take a little while to get a resolution. Overall, they're good. 

Which solution did I use previously and why did I switch?

We also use Microsoft Cloud solution and IBM Datacap. I think Kofax is more advanced than Datacap; it's easier to use and easier to develop. Microsoft has more in terms of low-code citizen development. They are more advanced than Kofax, although Kofax is a complete product, and therefore provides more features. 

How was the initial setup?

The initial setup is easy and it's also easy to upgrade. There are challenges but in comparison to other products, it's easy to upgrade and easy to deploy. Deployment generally doesn't take long unless there's a dependency on other systems that need to be tested. We now have an in-house team and deployment usually takes less than an hour. 

What's my experience with pricing, setup cost, and licensing?

The licensing cost is competitive. There is the initial cost and contract so it depends on the agreement you reach with the vendor. Licensing is on a per-page basis. Other products have licensing based on the CPUs, so if you're adding power, then you'll have to think about purchasing more licenses.

What other advice do I have?

I think Kofax is a good product. I would definitely recommend it to anyone looking for document extraction or classification, or data extraction from structured and unstructured documents. They've been on the market for a long time and are one of the market leaders.

I rate this solution eight out of 10. 

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Kabilan Karuna - PeerSpot reviewer
Senior Software Engineer at a tech services company with 5,001-10,000 employees
Real User
A scalable and straightforward UI- friendly solution
Pros and Cons
  • "Kofax is very easy to use, UI-friendly and allows easy data extraction."
  • "Kofax should improve its handwritten extractions."

What is our primary use case?

We use this solution primarily for its data extraction. It is a very simple OCR compared to other OCRs available on the market. Kofax is very easy to use, UI-friendly and allows easy data extraction.

What needs improvement?

Kofax should improve its handwritten extractions. I believe Google has some OCR that extracts handwritten data, but it is very costly from a business perspective. Kofax can extract handwritten data, but even an improvement of ten percent would be great.

For how long have I used the solution?

We have been using this solution for three years and currently use version 7.10.

What do I think about the stability of the solution?

It is a stable solution. It is very straightforward, and we have not faced any issues.

What do I think about the scalability of the solution?

It is a scalable solution. I am the only developer using Kofax TotalAgility in my company, while the others use KTM.

How are customer service and support?

We have used technical support in the past, and I rate the technical support a nine out of ten.

Which solution did I use previously and why did I switch?

We used only KTM before and now use Kofax TotalAgility (KTA). KTA is the new version combining KC and KTM.

How was the initial setup?

The initial setup was straightforward and not complex. However, it is complicated if you try to play the solution in the IAS server. On the other hand, the deployment did not take much time either.

What's my experience with pricing, setup cost, and licensing?

We have a license, but I am unsure of the details around it.

What other advice do I have?

I rate this solution a nine out of ten. If Kofax improves their handwritten mode settings, I will give them a ten out of ten.

I would recommend Kofax TotalAgility. We previously worked in the RPA domain and faced some difficulties using it. But with Kofax TotalAgility, there is no difficulty. It is easy to develop, and developers can drag and drop. There are a lot of activities you can perform with it. It is an LCAP platform, benefiting those who don't know how to code.

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
Shiwali Shukla - PeerSpot reviewer
IDP consultant at WNS
Real User
Helpful automation and useful for complex use cases, but needs a better transformation designer
Pros and Cons
  • "One feature I like is that it makes the matrix easy for an unstructured document."
  • "The Transformation Designer of KTA can be made better."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

The Transformation Designer of KTA can be made better. There are certain things that you cannot do in the same module. You have to go to the web designers to tend to certain properties. Everything should be incorporated in one place so that Transformation Designer, which is a very good tool, can be made more user-friendly.

By deploying packages to a different environment or downloading the package from one environment, you are deploying your code to another environment. The deployment process is simple. We just need to export it from one place and import it from another place. Yet the options that you see on the deployment screen and the warning messages that come down are not very clear.

They need to keep adding new features. It's an ever-growing market, and you need to maybe look at the other tools to see what Kofax is lacking. There might be something someone else has that might be useful here. I’m not sure.

They could include some team types called groups and do sections similar to what ABBYY has. It really helps us to solve the extraction challenges in complex documents. In Kofax, we do have a table, so we need to extract everything in a table. Instead of having a table, like in Kofax, it would help if it was an area or a field.

For how long have I used the solution?

I've been working in the IDP domain for around eight years now, and Kofax TotalAgility I have used for around four years.

What do I think about the stability of the solution?

They have done very good actually in making it stable. In other merchants, I expect a lot of crashes to happen in the transformation design and that the application will close. However, this solution is stable, and I have not seen any issues so far. The memory requirement or the CPU requirements are higher, however, if you are using it on a very good machine, it doesn't lag, and it doesn't crash. Is a very stable product actually. It's been in the market for quite some time, so it's supposed to be stable at this point.

What do I think about the scalability of the solution?

Scaling is a straightforward process. It's very simple to give access to the users and access itself. It's very simple to expand as needed.

Right now, we have about 100 users. They are mixed. Ten or 12 will be admins and then the remaining are developers and business users.

How are customer service and support?

We do get support via another vendor and I have dealt with them. They’ve helped us solve some very complex use cases. They were very helpful and provided a lot of great information.

We have five professional Kofax support consultants within our own team and they are great.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

A client chose this solution. We also have an internal tool with us for this particular use case, called a WNS internal tool. We also proposed that the client was already using Kofax TotalAgility in a couple of their engagements. They decided to go with KTA since they had good experiences with KTA in the past.

How was the initial setup?

The initial setup is a bit complex - more than other OCR tools available in the market. That said, it does offer more features. It is a trade-off. If you just want to use the OCR capabilities of Kofax, you'll still have to build up processes and do certain things, which can be easily done on other OCR tools. However, if you're trying to solve a use case where you require your business process management as well, maybe interacting with a human and sending them emails, then Kofax is the best option, as it does give you all those options.

The deployment time depends on what kind of deployment you are doing. If it is just a big bug fix and you are simply sending some components to the other environment, it'll not take more than two or three minutes. However, if it is a whole new project that you're deploying, for example, your classification group extraction, or your associated training, it can take up to 15 to 20 minutes. That’s due to the fact that, in the other environment, it'll try to import all the items, calculate all the items, and try to match if there are any conflicts. Therefore, it does take time. I have seen it taking up to half an hour in some of cases when the deployment package is very big. For example, if the deployment package was around 500 MB, it will take that much time.

What about the implementation team?

We have a vendor that helps us with implementation and migrations and they are very good. We do handle implementations for our clients, however.

What's my experience with pricing, setup cost, and licensing?

The license is not based on users; it is on volume. A yearly license is not required. However, you will have limited pages per volume per year. You have, for example, a license that allows you to use one million pages in a year, and if you exhaust all those one million pages, you will need to obtain and purchase an additional top-up on the license.

What other advice do I have?

We’re a partner and we handle implementations.

If you are using it for the very first time, you will have to undergo Kofax training. Otherwise, you will struggle with the tool. There are a lot of components. It's a very big universe. Therefore, if you don't do their training properly and if you use it, while the ease of use is fine, you might not understand what competencies are there. Therefore, get yourself well-versed with KTA terminology and modules. It’s a pretty quick learning curve.

I’d rate the solution a seven out of ten.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Amazon Web Services (AWS)
Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
Kofex analyst at Tata consultancy services
Real User
A creative solution with great data extraction and automatic features
Pros and Cons
  • "Kofax TotalAgility is a great design tool for reading handwritten invoices."
  • "There needs to be more accessible certification and better pricing."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

A valuable feature is the automated verification capabilities. For example, a business that sells insurance can automatically set its rules and processes. The solution automatically verifies invoices and extracts information from client cards and identity reports. The AI system works automatically and reduces manual intervention. And in situations where manual intervention is required, the devices are likely not in a proper format. 

For a bank that receives thousands of applications daily, the solution helps to handle the applications, verify the applicant and approve them quickly and automatically. Once a business can define the rules, Kofax Total Agility works automatically. It also helps check the accuracy of the application. For example, if you receive invoices on the same day you approve a loan, you can check if the applications were approved correctly.

The solution helps to reduce human intervention. Some of our clients previously spent about ten dollars per invoice for processing, but after using the Kofax Total Agility, I believe they are spending only about one to four dollars.

What needs improvement?

There needs to be more accessible certification and better pricing for Kofax TotalAgility. Kofax launches a new version every year, and we experience some issues. We've worked on versions 7.2, 7.3, 7.5, and 7.9, and we are currently using the 7.10 Kofax Total Agility version.

The solution also provides several extraction features, NES quality, and VRS profiles, giving the front-end soft utilities. A downside is that the tools are very costly and challenging to learn. You will need to purchase a Kofax License learning tool and certification to learn about the Kofax Total Agility. It is expensive, and if training could be provided on YouTube, there may be no need to get the certification and invest that much money. The learning tool shows you how the use the application and how you can improve your business by using the tool.

There are limitations to the software. For example, it does not support G-Queries, you can write in only C Sharp, and there is support only on the Windows server. There are also limitations to the hardware, probably due to Kofax's policies. For example, because of the number of applications, you can only do LEMCAD and can't do LEMCAD designs for other forms.

For how long have I used the solution?

We have been using this solution for five years.

What do I think about the stability of the solution?

The stability is very good, which is why it is probably costly. If you want to create with this solution, you need to purchase it, install it, try it out, then you can decide. They have also divided the number of certifications, tools, and small configuration tools.

Different competitors and technologies are also available in the market and are doing the same thing as Kofax. For example, Google has a tool to extract the image and data but is not a close competitor to Kofax. This is because Kofax has created a powerful tool. However, most companies choose not to proceed with Kofax because of the cost.

Some maintenance is required. The tools and applications run on a server with a database, and jobs are created automatically. Sometimes, some jobs are suspended for no reason, so we need to verify why. For example, the system sometimes processes 10,000 jobs daily, and about 20 or 50 jobs could be suspended, so you need to investigate why these jobs are suspended. It could be because the data sent by the supplier was incorrect, or the solution could not insert the data accurately.

Sometimes the servers slow down because everything runs on the system, and the system suddenly stops working. Some maintenance is required from time to time to ensure this does not occur.

The team responsible for maintenance is divided into different teams, which comprise the infrastructure team and the software and development team that provides the configuration if required. For example, the teams take care of all the servers and the database if a new supplier configuration is needed. We also have a team that maintains the database files and engineers that oversee maintenance. Some are software engineers, and others mainly work on the database.

Our team has experience with Kofax TotalAgility's integration with different environments, capacity, and the necessary frameworks in the system. In addition, we hire experts, and a different price structural team creates Azure. An infrastructure network security team is required to prevent the hacking of the system. We also have a vast database and different types of environments.

What do I think about the scalability of the solution?

The product is scalable. Kofax has launched different features, and the applications can see API in different tools. Before, the system was deploying applications at the server manually, and you needed to configure and could only recreate the package and deploy it. However, they currently try to implement and connect with different technologies such as Microsoft Azure, Cloud System, and CICD. Hence, continuous integration is available, but some things are still unavailable in their systems. Microsoft also has CRTD integration systems.

How are customer service and support?

Technical support from Kofax is very good, and we can create requests directly. Kofax also has different partners. They provide similar support but are not as good as Kofax technical support.

Because the Xerox license was not as expensive, we purchased it. However, after one year, we noticed that if we submitted a ticket to Xerox, it took approximately one to two months to be resolved. So we suspended it and directly purchased the support maintenance from Kofax, which has been great. Kofax has expert engineers to help if you face issues, and they will ask for time and provide a specific solution. They also note the problem and try to resolve it in the next version.

How was the initial setup?

The initial setup was average. Before configuration, you must complete a couple of certifications. The certifications are divided into different parts. For example, if you want to learn about administration, there is the Kofax Total Agility Administration. There are also different certifications if you want to know the basics of software installation. You can complete the online training in the online portal.

What other advice do I have?

I rate this product an eight out of ten.

Regarding advice, whoever uses this solution should get support directly from Kofax and not purchase software from a third party. If they purchase everything from Kofax, they will get the best support.

You also need to gather all your information before you use this tool and utilize experts. Engineers can provide the configuration, and they will set up the entire infrastructure after installation, create the servers, and the engineers will help to directly connect to Kofax.

When I entered the business, my company partnered with Kofax, so they provided the portal, which was paid for. I completed several certifications, each costing more than one lakh rupees. Many people don't know about the availability of this tool, and if you want to learn anything about it, you will need to take training.

I feel people are not aware of this solution. For example, when Microsoft launched Windows 10, they made it free to raise awareness. They probably did this, so customers benefit from features and purchase the new version. However, I have also noticed that people are unaware of the Kofax tools, and if they don't have an incentive, they may not pay for it. 

Some industries are not using Kofax TotalAgility because they cannot provide the training, which is too expensive.

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Solution Developer at Self employeed
Real User
Reliable with lots of out-of-the-box features and helpful training capabilities
Pros and Cons
  • "It's not so complex to design what you need to."
  • "Table line item extraction is not possible through Quick Capture."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

In terms of OCR, if you see the OCR currently is using some omni reader, such as ABBYY OCR engine. There is a lot of OCR technology. It is all really good now. If you look at the OCR by Google or the other Microsoft OCR we have, we get a good OCR result compared to the Kofax OCR engine. There should be some integration allowed so that we can use the OCR results from any other good OCR engine. While the image, the field extraction, is really good in KTA, the OCR result is not so good.

The handwritten aspect is not so perfect. It’s still maybe 40% or 50% accuracy. It is not easy to read handwritten text since the handwriting will differ from one person to another person. It needs improvement. When you look at the Google OCR engine, the OCR result of your handwritten data is not so good.

There is something called Quick Capture. Quick Capture is something that is helpful for the end user. With it, there will be less dependency on the developer. However, we can't do table line item level extraction. Table line item extraction is not possible through Quick Capture. We’d like to have this capability.

For how long have I used the solution?

I’ve been using the solution for more than six years.

What do I think about the stability of the solution?

It is a stable solution. I have worked with many big companies where they scan millions of pages every year, and hundreds of users are using it every day, and it is a stable application. It’s reliable. There are no bugs or glitches. It doesn’t crash or freeze.

What do I think about the scalability of the solution?

The solution’s scalability is excellent in terms of adding more users to the system. It is capable of handling hundreds and thousands of users. I have worked with a company where maybe there were not just hundreds if not thousands of users using this.

Recently, we completed one project for an Indonesian customer. They have a mobile application that is developed using Kofax mobile SDK, and we have a KTA on the server side, and thousands of agents are using it. More than 100 users are using the data verification on the server side, and more than 3,000 or 4,000 agents are using the mobile app.

How are customer service and support?

Sometimes we involve the technical support team if there are any issues we cannot solve. Most of the time, they are very helpful, and if there are some scenarios where we need to involve the technical support team.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

There is no specific reason I started working with Kofax. I started working with the product called Intelligent Capture, which is similar to Kofax Capture. Initially, I started working on that 16 years back. Then, Kofax was an enterprise-level product. I wanted to work on this and then that's how I got into Kofax Capture and then gradually, I moved to Kofax TotalAgility.

How was the initial setup?

It's not so complex to set up. It is straightforward. I have been working on this OCR data extraction for a very long time, I felt it's not so complex. It is easy for a business user who may not be technical. It’ll be easy to configure. It's not as complex as other products.

The deployment depends on the number of documents. For example, if you want to process invoices, the installation development requires a little bit of customization. The deployment with the production and user training can happen within seven to eight weeks. When there's a different type of document when you have a company-specific document, then the time it takes may increase. However, for standard invoice processing, the deployment should be completed within eight weeks.

In terms of customization, maybe you may have to have some web services to integrate with your core system or need to export the OCR field data and the documents to the core system. All these things can happen within eight weeks.

What's my experience with pricing, setup cost, and licensing?

There are different sets of licenses available. There are concurrent user licenses. There are different options. However, I'm not involved much on this sales side. I'm more involved in the implementation of the solution.

It is a bit expensive. However, it is worth the money since it can be used for multiple processes. For example, a company can use the RPA capabilities and the integration with their core system, and if they use invoice processing, with invoice processing, they can use any other documents processing. The cost will be worth it, however, if an organization just goes with invoice processing, it may not be worth it.

What other advice do I have?

I'm currently working as a freelancer. I am not into any company, I do freelancing on Kofax. I work with multiple customers - it's not just one customer.

I’d advise potential new users that Kofax is an expensive product. It’s not a cheap product. I have been in this industry for a very long time. I can share that users will get excellent field extraction features. They can get out-of-the-box RPA capabilities, and they can get the enterprise-level, good product for OCR.

I’d rate the solution nine out of ten.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Technical Consultant
Reseller
Offers several use cases, has knowledge-based learning, and great technical support
Pros and Cons
  • "Kofax TotalAgility is a single package. They provide you with OCR capabilities, BPM capabilities, and case manager features."
  • "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."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

When I'm talking about low-code development, they are consulting on a new product with low-code. This means that now you won't have to build that script. It's just a simple single centralized development tool where you can drag and drop things. You can just drag and create your form using drag and drop features, and you can implement your own business logic.

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. You cannot yet really rely on low-code development. If you have a complex business requirement, you must build that complex script.

Previously, it did not support all browsers. However, it’s my understanding that they have since changed that shortcoming.

They have to create a few different packages. For example, let's say we are in the insurance sector. The insurance sector will have a specific set of processes. If they could give us a framework where I don't have to be concerned about how to build the form, something already heard towards insurance, that would be ideal.

At least 80% of my time will be on implementing business cases rather than building software processes. I just want this to have some use case differences and some pre-built solutions based on industry. That way, a user can directly apply their business cases to that and it'll be like a ready-made solution - or at least 90% ready-made. The last 10% we can feed our inputs into more easily.

For how long have I used the solution?

I have around five years of experience using Kofax TotalAgility.

What do I think about the stability of the solution?

The solution is very stable.

They are the leaders of BPM. We get lots of fixes as needed and their support is very good. It’s reliable. The performance is great.

What do I think about the scalability of the solution?

Scalability, as compared to other software, is excellent. We have active cluster testing also involved in that project. Therefore, you have multiple instances of application servers in a very secure environment.

There are various different transitions, and we require that system to be very scalable. It's very good in terms of scalability. It can support the failover as well. You can configure it as per your requirements.

It requires some additional cost in terms of hardware. However, active clustering is also supported. If one node is down, it'll definitely pick up another server with only a few seconds of interruption.

How are customer service and support?

Technical support has been good, and we have been happy with their capabilities.

Which solution did I use previously and why did I switch?

I had started my career as a technical consultant with another OCR tool, and initially, it was with Dell, now OpenText. Later I moved to the Kofax.

We have two pieces of software that we use. We are using accounts payable software, and we have OCR software. If you're talking about OCR, we are not only dealing with Kofax.

Some clients also have ABBYY. Somewhere we are using Captiva also, for a few of the government organizations, and now we have some small tool which is called Xtracta which we are using with some very small accounts, where we need invoices for maybe 50 invoices or 100 invoices per day.

How was the initial setup?

As compared to other software, and I'm not saying it's complex and easy, is that Kofax gives you the OCR capabilities plus business, including BPM capabilities, case management, and data management. Therefore, it has some additional components which we need to install on the server. It came with an applicant server and with a web server, and it has its own SQL database on the back end. It has its core designer, Transformation Designer. It definitely came with different components. In terms of the installation, I consider that the installation will be a little bit complex as compared to other software since we are dealing with more components here.

Deployment is very fast. Now they have this very centralized development tool. You can create a package. We have a list where you created the process, forms, and different scripts, so there are some processes that vary. You can create a package directly and just select whatever form you need.

What was our ROI?

We’ve seen an ROI. They're charging you more as compared to other options. However, they give you more features. There’s more value.

What's my experience with pricing, setup cost, and licensing?

The price depends on how your relationship is with Kofax. Sometimes you get a discount. However, I’m not aware of what a standard price is.

Which other solutions did I evaluate?

The market is really competitive. ABBYY is also one of the leaders in the space. Apart from that, there’s IBM Datacap, then there are some small vendors which have their own tools.

What other advice do I have?

We are resellers.

We have some existing clients using it, and they are happy with Kofax. That said, currently, in the market, I'm seeing that it is very competitive now. There are some other very small vendors. That might beat it in terms of costs. These competitors are pretty cheap.

However, if you want different capabilities and other things, then definitely, Kofax is the very best tool.

I’d advise potential new users to consider the use cases and the kinds of documents you will be processed with your Kofax TotalAgility. Consider items such as the expected volume and number of users. Do you really require the BPM process? Are processes complex?

Kofax is very good for complex business processes. However, it may not be necessary if you don’t have complexity. With Kofax, it can support any end number of possibilities and end number of use cases if that sounds like what your company needs, then it is perfect.

I’d rate the solution nine out of ten.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: partner/reseller
PeerSpot user
Buyer's Guide
Download our free Tungsten TotalAgility Report and get advice and tips from experienced pros sharing their opinions.
Updated: April 2025
Buyer's Guide
Download our free Tungsten TotalAgility Report and get advice and tips from experienced pros sharing their opinions.