Ephesoft

Ephesoft Transact


4.5 / 5
15 reviews

Who Uses This Software?

Ephesoft customers work with large volumes of documents, who are often in Financial Services, Mortgage, Insurance, Government, Healthcare, Education, Manufacturing, Logistics or have many invoices.


Average Ratings

15 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Ephesoft
  • ephesoft.com
  • Founded 2010
  • United States

About Ephesoft Transact

Ephesoft delivers smart capture technology on a private or public cloud platform that turns the worlds unstructured content into actionable information. Using supervised machine learning and a focus on efficiency and reliability, Ephesoft has crafted the next generation of smart document capture technology and analytics. Organizations use this power to automate any document-based business processes, improving accuracy, increasing productivity and reducing costs.


Ephesoft Transact Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Audio Content
  • Customizable Templates
  • Document Indexing
  • E-forms
  • Full Text Search
  • Image Editor
  • SEO Management
  • Text Editor
  • Version Control
  • Video Content
  • Website Management
  • Audit Trail
  • CRF Tracking
  • Data Entry
  • Data Verification
  • Distributed Capture
  • Document Imaging
  • Document Indexing
  • Forms Management
  • Remote Capture
  • Study Management
  • Archiving & Retention
  • Collaboration Tools
  • Content Lifecycle Management
  • Digital Asset Management
  • Document Management
  • Electronic Signature
  • Information Governance
  • Mobile Access
  • Search
  • Version Control
  • Workflow Management

Ephesoft Transact Reviews Recently Reviewed!


Capterra loader

Ephesoft view on users perspective.

Oct 17, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: * More user friendly

* Less than a minute we can validate 100+ documents.

* Machine Learning is one of the key features which reduce manual configuration of documents.

* Fuzzy db option will helps user to fetch information present in database.

* Regex is the core part of Ephesoft which will help to get more accurate values.

* We can extract data from complex Tables with simple configuration.

* Ephesoft is the open source software where customer can write a custom script and same can be

integrated with Ephesoft which allows user to try new features.

* Last but not the least Ephesoft has Machine based classification which gives more than 85% accuracy.

Cons: * Needs to improve GUI a bit.

* Needs to improve Snapdoc mobile application.

* Nothing much to say about.

Capterra loader

Terrific Product that keeps getting better

Nov 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the fact that they are continuously improving the product and responding to customer requests to add/improve features. We have partnered with them for about five years at this point, and the improvements they've made to an already solid product have been really impressive.

Cons: I'm really struggling to think of anything of significance at this point. It's a solid, relatively easy to use product, that does its intended task(s) well and it's difficult to ask for more than that.

Overall: We have partnered with Ephesoft for about five years now, and the ability to offer this product to our clients has enabled us to continue to grow and offer solid products to our customers. They have always been very responsive to bugs, and as a result the number of tickets that we've had to log with them has dropped significantly every year, to the point that it's now surprising when we have to log one.

Capterra loader

Proven solution

Oct 19, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Ephesoft Transact is easy to implement and has a very user friendy user interface.

Cons: Ephesoft Transact has some really usefull settings that can be implemented on application and batch class level. It would be very helpfull if some of the settings on application can be set on batch class level. For instance when importing an e-mail an application setting is to pick up the body yes or no. If we could add this setting per batch class we would could offer a more flexibel approach to our customers.

Overall: Our overall experience is very good. Our company is working with Ephesoft for over 4 years now and implemented the solution with many customers. The way you setup the workflow of Ephesoft is very easy and you can easily add or delete several modules depending on the customers needs. This makes the application a good fit for a large variety of business needs.

Software works, but when there are issues, hard to find the needed support.

Jul 12, 2018
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Once everything is installed, configured, it runs stable. The software's primary function does meet expectations, which is to classify documents given that good training images are provided.

Cons: Support is not great. For issues, I usually end up finding my own fix/solution. Support is not very knowledgeable and their Dev team doesn't seem to know the fixes to more complex issues/bugs in their software. Lot of times, only given workarounds instead of permanent fixes to issue.

Installation/upgrades is a nightmare - when upgrading, there's a lot of manual file updates needed instead of just being able to do a simple in place re-installation that would retain the previous configuration/settings.

Random errors come up daily, and need to manually restart batches as a fix. Sometimes batches get locked and can't be unlocked from UI, then need to do a DB update to unlock the batch.

Constantly have to monitor the batches to make sure error'ed batches are addressed.

Overall: automated document training and classification through API

Enjoyed the ability to track invoices as they come in for reviewing and validation.

Feb 23, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money

Pros: The ability to merge documents, change the type of invoice or backup, and correctly select the proper information before getting approved.

Cons: Hoping on the next update that tracking invoices with issues will be easier to find. Looking forward to all the great changes.

Vendor Response

by Ephesoft on February 26, 2018

Dear Guadalupe, thank you for your comments. Our support team can help you easily find your invoices with issues. Thank you for being a customer!

Capterra loader

Robust, modern, easy to maintain and API based integration!

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I would like to mentions the easy to use interfaces and API based integration with other systems.

Cons: We have no complaints at his moment and if we do have questions Ephesoft support is always there.

Overall: We implemented Ephesoft as a cloud service serving multiple customers and integrated Ephesoft with our invoice automation software for ERP systems like SAP, Microsoft, Exact, King, Afas and Unit 4.

Easy yet powerful

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Simple to use the basic functions, yet a power solution. Easy to install and integrate into an enterprise.

Cons: Some functionality that should be standard needs to be scripted

Ephesoft Transact Review

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: -offered in the cloud

-lightweight infrastructure

-cost effective

-understands partnership and the value of client success

-# of successful implementations

-Strong story and compliment to RPA

-Mobile SDK

-Pricing model (do not pay per page)

Cons: I have nothing but positive things to say about the platform.

Capterra loader

Perfect tool for data classification and extraction.

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to train different document types and incredibly intelligent to learn with minimum training. Easy key value extraction training which is very efficient.

Cons: New version of Transact does not retain lazzoed data coordinates like previous versions.

Overall: Transact helps us extract key data points from complex but templated contractual documents with very less manual intervention with highest possible quality.

Open Standard Document Classification and Data Extraction Solution

Sep 06, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ephesoft advanced document capture and data extraction solutions help businesses run more efficiently, increase information mobility and respond to changes in a cost effective manner by automatically classifying, separating, sorting and extracting data from documents in paper, fax and electronic formats.

Cons: We were overwhelmed with paperwork. It was costing us time and money. Since this product works on PCs, mobile and tablets it's been great for us. I would like to see an HTML web scanner solution in addition to the desktop capture.

Overall: This solution has been a sea of change for us. We're moving toward paperless workflow and we've opened doors for scanning on the front end. It's a very positive change.

Recommendations to other buyers: Definitely take the CBT training. You'll be up and running in just a couple of days

Capterra loader

Easy to use yet feature rich Document Capture Solution

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use. Learning curve for the end customer is low

Cons: nothing really. the product is fast growing and feature requests are being incorporated in the upcoming builds

Overall: AP Automation

An Okay Product

Feb 06, 2018
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The review and validation areas are nice. The clicking and highlighter feature is a plus. Only downside is that once you review/validate, it doesn't take you to the next batch. It brings you back to the main page for you to select the next batch to review/validate.

Cons: Editing, updating and setting up changes is difficult and not user-friendly. They direct you to their YouTube page that's filled with IT jargon and not helpful to regular Joe.

Overall: No more paper. That saves you money long term for storage fees, paper fees and saves you space.

Capterra loader

Very effective Capture and OCR functionality for AP

Oct 16, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I have found the Ephesoft software to be easy to implement and configure, allowing shorter and simpler implementation time. The architecture required feels lighter and simpler, and the results achieved have been solid.

Cons: I have not specifically encountered any cons. In my experience, we have not yet scaled this to very high volumes and this would be something we would want to review. However, overall experience has been positive.

Excellent

Oct 23, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Provide all type of extraction from different type of document

Cons: The reporting can be improved, currently its bit slow.

Overall: Good

Capterra loader

Powerful

Oct 16, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The speed and general features exceeded my expectations. Ideal for customers with very high volume of documents to be captured.

Cons: The user interface requires some learning curve, but once the customer gets familiarized with it, it's ok.