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Let Automation Transform your Accounts Payable


Account Payable documents such as invoices are processed through a chaotic assortment of papers, PDFs, portals, emails, and electronic formats. Kofax AP Automation will keep your processes safe and organized with their portfolio of solutions to perfectly match your accounts payable lifecycle. Kofax’s world-class capture and invoice processing solutions will transform your Accounts Payable chaos into a financial performance engine.

Not only does AP Automation ensure professional customization to your company’s needs; it improves accuracy and efficiency, lowers capture costs, improves cash flow management, achieves compliance, increases visibility, orchestrates key processes, and most importantly ensures success.

All these benefits are achieved with just one of two products: Kofax AP Essentials and Kofax TotalAgility. Which product you choose is completely based on your business needs and our expert consultant would love to help you make your decision. Kofax AP Essentials is a simple Accounts Payable solution for processing invoices and automating their workflows. Kofax TotalAgility is a complete Intelligent Business Process Management Suite platform with Cognitive Document Automation capabilities, Robotics Process Automation capabilities, Hyper-Intelligent/Hyperautomation capabilities, and much more.

AP Essentials

Kofax AP Essentials is a world-class Accounts Payable solution that automates the capture and validation of invoices from any source, in any format. A dedicated cloud operations team ensures optimal performance with around-the-clock monitoring and effortless handling of significant changes in document volumes.

AP Essentials saves time and reduces human labor with adaptive, AI-based capabilities that improve document processing speed and extraction precision. AP Essentials’ workflow automation streamlines invoice processing. AP Essentials also uniquely integrates with ERP and pay-to-procure market leaders like Microsoft D365 Business Central, Microsoft D365 Finance and Operations, Oracle Financial Cloud, Oracle NetSuite, and Coupa Spend Management. AP Essentials also reduces hardware that depreciates over time, achieving ROI quickly with simple set-up and continuous performance monitoring.

Purpose-Built AP Automation in SAP

Kofax AP Essentials Process Director is your comprehensive solution for managing all document and request-driven accounts payable automation in SAP. This ranges from purchase-to-pay, order-to-cash, and record-to-report.

Process Director has a single portal to view, edit, and direct relevant processes quickly and efficiently. SAP Fiori users enjoy an advanced web experience for procurement management with powerful search capabilities, dashboard reporting, and event tracking from any device. Process Director’s transparency in SAP allows you to have the power to measure effectiveness, control cash flow, and assess risks across all your processes. Processes that are cumbersome to manage in SAP become streamlined with automated approval workflows and validations. With manual tasks reduced, staff can work on more strategic projects that add value to the organization.

Kofax TotalAgility

TotalAgility is a complete Intelligent Business Process Management Suite platform that utilizes Cognitive Document Automation capabilities, Robotics Process Automation capabilities, and Hyper-Intelligent capabilities. Kofax TotalAgility transforms critical engagement processes by bringing together disparate technologies into a modern, mobile-first, omnichannel solution. You'll develop and deploy intelligent business processes that create a link between your customers and your internal systems. You will no longer need to maintain or modify monolithic enterprise applications, systems, or repositories. Kofax TotalAgility is flexible enough to handle any type of industry and requirements that you or your customers may have. It’s a browser-based technology that can go anywhere you need to go. It also can deploy mobile applications to help you better connect with your customers.


Kofax AP Agility

Using TotalAgility’s innovative technology, AP Agility gives you market-leading data capture capabilities and goes far beyond basic OCR to capture a range of financial documents from any source, in many commonly scanned file types including several XML formats. It also includes out-of-the-box approval workflows based on best practices and pre-built ERP AP integrations, accelerating your digital workflow transformation journey.

AP Agility uses AI to automate the recognition, identification, and extraction of text and financial data from more channels and content types than any other automation solution. Process financial documents received from any delivery channel, including those submitted electronically. The solution is deployable on-premise, in your own private cloud, or in the Microsoft Azure public cloud. The public cloud allows for instant scalability, reduced costs, less IT dependency and faster time-to-ROI.

AP Automation

The economy is changing how organizations do business and Accounts Payable is strategically positioned to take the next step in modernizing your business. By taking advantage of Kofax’s AP Automation portfolio you are setting up your business for success. Automation builds strong AP departments that creates reliability and organization strengthening supplier relationships. The transparency of an intelligent automation provides financial visibility to your ‘intelligence hub’, Accounts Payable. This financial visibility optimizes your B2B payments and enhances your cash flow and liquidity. This also encourages more collaboration between departments and increases profitability. Automation is transforming Accounts Payable, don’t let your company fall behind in the ever-evolving industry.


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TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.


Are you a Kofax TotalAgility customer?


Are you an Upland FileBound customer?


Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.

Why You Should Migrate to Kofax TotalAgility


Kofax TotalAgility is a relatively newer capture platform than Kofax Capture and Kofax Transformation Module. TotalAgility can do everything and anything currently done by Capture and Transform Module. Companies that have been working with Kofax for years are working on migrating their legacy Kofax applications to KTA platforms. There could not be a better time to upgrade to KTA with the help of our experts.

Kofax Capture

Kofax Capture is an open capture platform for data capture and classification extraction. It can do OCR, OMR, barcodes, handprint, and any other extraction you need. Delivering the correct information to corporate repositories and applications for quicker and more accurate decisions. Capture integrates with any other enterprise software through Kofax Import Connector. It can import emails, web service calls, mobile devices, XML, faxes, and many more formats. With tight integration with virtually all capture channels and your organization's record system, you gain control over the critical content that drives business decisions. Kofax Capture will integrate unlimited software solutions to bring Enterprise-class document capture to your organization.

Kofax Transformation Modules

Kofax Transformation Modules (KTM) is an add-on to Kofax Capture. It uses a lot of machine learning and artificial intelligence to extract and classify the data just imported to Capture. It also improves information visibility by using validation forms. It is customizable, so you can add buttons and tabs to fit your needs. KTM has trainable document separation, which reduces document classification, separation, and data entry costs. KTM also has trainable document extraction, so while you process documents, KTM will learn. This way, you'll have better results every time you extract or separate documents. KTM will also remove manual validation and image keying.

Kofax Capture has Scan and Import, Kofax VRS, and Kofax Transformation. Kofax VRS is another add-on to Kofax Capture. Kofax VRS Elite is a patented image enhancement and perfection platform—all these necessary connectors for exporting your data when using Capture.

Why you should migrate to Kofax TotalAgility

Kofax TotalAgility (KTA) has all those same features integrated into one platform with even more to offer. KTA has process orchestration, dynamic case management, business rules, web and mobile-ready forms, and third-party integrations.

KTM, as mentioned, is customizable by adding buttons and tabs, but KTA takes it to another level. KTA can change the color of those buttons. But in all seriousness, you can add RPA to it. This means you can add electronic signatures, mobile web SDKs, and more all in one integrated platform. KTA customizations are all done through a low-code or no-code type of configuration. And KTA is a multi-tenant model. There is no need for each tenant to have their own separate platform when you can now have all the different tenants meet their needs with one integrated platform.

A significant feature of KTA is Kofax's evolving Cognitive Capture, the most recent additions being sentiment analysis and entity recognition. Sentiment analysis allows KTA to read a document and tell you if there's a good, bad, happy, or sad sentiment to a piece of text. KTA can also identify all the names, currencies, addresses, and more with entity recognition. Cognitive Capture is a part of Kofax's cognitive document automation (CDA). Kofax CDA uses artificial intelligence and OCR to automate the acquisition, understanding, and integration of documents needed in your business processes. CDA extends the capability of RPA, allowing your automation to evolve to your business needs. The AI functions in Cognitive Capture allow for Omni Capture Capability. You get information from any source: paper, fax, mobile devices, documents scanned in from MFPs, or coming in through email. You could be reading from a database or using RPA to scrape websites and portals.

But that is just the information ingest stage. Now for the digest. Very similar to Kofax Capture and KTM but enhanced by Kofax's AI abilities. Machine learning takes over document classification, entity recognition, and sentiment analysis. KTA can classify that document information, extract relevant results, and validate it against your backend systems. After the data is digested, it's time to integrate it with your ERM, your CRM line of business systems currently using. KTA can integrate with anything and everything, web service, database calls, flat files, or even RPA to input directly in the portals, that there is no API available. As Kofax TotalAgility has Omni Capture, it also has Omni Export creating a perfect environment for AI integration. KTA is an entirely web-based capture automation for batch-processing document classification, doc typing, and folder-level indexing.

Documents in KTA live through a lifecycle driven by business rules, which could be legal or SLAs you must meet. So instead of just using Capture and KTM and sending the data onto your workflow systems, you have this all in a single place. Your business can eliminate the number of integrations you have captured. KTA can also capture additional documents at the beginning, middle, or end of the process. With this feature comes Granular Security, so no matter where the documents are in the process, they are fully secured. This allows HR, legal, medical, and other regulated professions to do their work while upholding internal PHI requirements, HIPPA requirements, and more.

Kofax analytics inside KTA allows for better monitoring and reporting. In the platform is a dashboard that can show in-depth activities such as session time by a tenant, where they have it opened, and if they are working on an item. You can see how long a document is sitting in specific queues, how long it's sitting in certain work activities, how many are processing, and so much more. This allows for great insight into the entire process that isn't accessible with Capture and KTM.

Migration

Kofax Capture and Kofax Transformation Modules are legacy products that may not be robust enough to fit your company’s requirements. Kofax TotalAgility will migrate your current KTM project to maintain your classification and extraction sets. This saves time and effort when moving an existing technology stack. After moving your project over to Kofax TotalAgility, you will need to familiarize yourself with the new features and potentially retrain your documents. Tromba Technologies supports your migration journey and keeps your business moving in the right direction with your automation process strategy. Tromba Technologies has been providing Kofax software services for two decades, and our experts are here to help with all your Kofax and automation needs.

Featured Content

TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.


Are you a Kofax TotalAgility customer?


Are you an Upland FileBound customer?


Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.

What's New to Kofax TotalAgility

Updated: Mar 26, 2023


Simplifying and accelerating business processes is Kofax's continuous focus with all of its innovative technology. TotalAgility 7.11 is an incredible update with enhancements across the entire automation lifecycle. Using the latest version will optimize data ingest, low code, and how applications are developed within the platform. TotalAgility 7.11 has been built to enhance content extraction, Robotic Process Automation integration within TotalAgility, Governance, Security, and Cloud Posture.

The AI Engine for Content Extraction Just Became Even More Powerful

Kofax has made it simpler to reliably extract data and various complex situations, specifically documents that have multiple tables in them. TotalAgility can now automatically recognize, locate, and extract information from multi-table documents. This requires no logic coding and is one less worry for your company, saving you time, resources, and money.

It’s Easier Than EVER Now to Integrate RPA Within Your KTA Process

The growth of hyperautomation continues to encourage companies to automate increasingly difficult business processes. Content capture, RPA, orchestration, and low code integrations are best for companies seeking to succeed with the ever-transforming technology that is hyperautomation. Kofax provides one of the most comprehensive platforms with a variety of products to achieve these goals. TotalAgility is the core of Kofax's platform with Intelligent Document Processing and Orchestration. Kofax also provides pre-integrated products such as RPA, eSignature, and analytics.

In TotalAgility 7.11, Kofax streamlined integrating Kofax RPA bots within TotalAgility workflows.

Improved Governance, Security, and Cloud Posture

Kofax platforms ensure that our customers are always equipped for governance and security concerns within TotalAgility. So, no matter the complexity or importance of your requirements you can always have peace of mind.

A few 7.11 enhancements include:


  • Solution Rollback: available if an error occurs while importing, deploying, or comparing and deploying a package. This means instead of completely backing up and restoring when an error occurs the database can now return to an older version to complete the action.

  • Secure External Storage: TotalAgility can now store encryption keys in an external repository. Users can generate the encryption key and select the processes required for key retrieval, user credentials, and database connection.

TotalAgility 7.11 has everything organizations need in this growing industry.

Check out Kofax's release notes below for a more detailed look into TotalAgility 7.11 release features.

Featured Content




TrombaAI is Tromba’s SaaS/Cloud Automation platform. To learn more, visit www.tromba-ai.com or contact Tromba at sales@trombatech.com.


Are you a Kofax TotalAgility customer?


Are you an Upland FileBound customer?


Are you interested in Cloud or OnPremise automation platform? We can help you with all of this as well. Contact us by visiting www.trombatech.com or at sales@trombatech.com for more information.

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