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

4 Reviews
  • 3.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 3 / 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

  • Audio Content
  • Customizable Templates
  • Document Indexing
  • E-forms
  • Full Text Search
  • Image Editor
  • SEO Management
  • Text Editor
  • Version Control
  • Video Content
  • Website Management
  • 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
  • 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
  • Batch Processing
  • Convert to PDF
  • ID Scanning
  • Image Pre-processing
  • Indexing
  • Metadata Extraction
  • Multi-Language
  • Multiple Output Formats
  • Text Editor
  • Zone Selection Tool

Ephesoft Transact Reviews Recently Reviewed!


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
Likely
Extremely
Likely

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

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
Likely
Extremely
Likely

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.

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!

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
Likely
Extremely
Likely

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