Ephesoft Transact Ratings

Overall
4.5/5
Ease of Use
4.5/5
Customer Service
4.5/5

About Ephesoft Transact

The data you need, exactly when you need it. Ephesoft Transact uses patented, supervised machine learning to capture and distribute data quickly, accurately and cost-effectively. The ability to learn on the job means that the system continues to get smarter over time, automatically processing new document types and formats. This nimble approach means no need to reconfigure processes every time theres a format change. Learn more about Ephesoft Transact

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Showing 22 of 22 reviews

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Showing 22 of 22 reviews

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sanjay k.
Application Support Engineer
Accounting, 51-200 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 17, 2018

“Ephesoft view on users perspective.”

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.
Reviewer Source 
Source: Capterra
October 17, 2018
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Jeff J.
Senior Product Manager
Information Services, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 12, 2018

“Terrific Product that keeps getting better”

OverallWe 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.
ProsI 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.
ConsI'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.
Reviewer Source 
Source: Capterra
November 12, 2018
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Wouter V.
Consultant
Computer Software, 11-50 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 19, 2018

“Proven solution”

OverallOur 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.
ProsEphesoft Transact is easy to implement and has a very user friendy user interface.
ConsEphesoft 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.
Reviewer Source 
Source: Capterra
October 19, 2018
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Ashu P.
Software Engineer
Information Technology and Services, 51-200 employees
Used the software for: 6-12 months
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
July 19, 2019

“Ephesoft Transact - Great Ocr data capture application”

OverallWe have digitalized our company's HR documents using Ephesoft Transact within a few weeks of time
Pros* Machine Learning - It has automatic table extraction and classification which reduces human interventions with the application * Available in both cloud and on-premise * Web-based application - all you need is an application URL to process any kind of data. *Cloud hyper extender plugin - speeds up your processing by 80 %. *Easy to learn and very easy to configure. * Cheap and best tool available in the market
Cons* Need to improve the level testing before releasing new updates as few or more bugs are getting are created for every new update. *Nothing much to say about its capability and flexibility
Reviewer Source 
Source: Capterra
July 19, 2019
Dennis C.
Implementation Specialist
Human Resources, 201-500 employees
Used the software for: 2+ years
Overall Rating
2/5
Ease of Use
2/5
Customer Service
2/5
Features
2/5
Value for Money
2/5
Likelihood to Recommend
2/10
Reviewer Source 
Source: Capterra
July 12, 2018

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

Overallautomated document training and classification through API
ProsOnce 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.
ConsSupport 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.
Reviewer Source 
Source: Capterra
July 12, 2018
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John P.
Director - BD
Computer Software, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 16, 2018

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

OverallWe 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.
ProsI would like to mentions the easy to use interfaces and API based integration with other systems.
ConsWe have no complaints at his moment and if we do have questions Ephesoft support is always there.
Reviewer Source 
Source: Capterra
October 16, 2018
Guadalupe R.
AP Coordinator
Unspecified
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
3/5
Features
5/5
Value for Money
4/5
Reviewer Source 
Source: Capterra
February 23, 2018

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

ProsThe ability to merge documents, change the type of invoice or backup, and correctly select the proper information before getting approved.
ConsHoping 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!
Reviewer Source 
Source: Capterra
February 23, 2018
Robert K.
Solution architect
Information Technology and Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
5/5
Value for Money
3/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
December 19, 2018

“Ephesoft in CEE region”

OverallOCR / Full text, access to instances for many different groups, ....
ProsSimplicity, independence, ability to integrate, ability to enhance
ConsPrice is getting higher and higher. Maybe it could be better to divide license to smaller parts. As one customer can really use ~ 10% of ephesoft abilities but must pay 100% of license. There are also regions like Central and East Europe where there is necessary to set up special regional discounts from list prices, as this region is not so reach and all suppliers are doing special prices for this region.
Reviewer Source 
Source: Capterra
December 19, 2018
Verified Reviewer
Information Services, 1001-5000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 16, 2018

“Easy yet powerful”

ProsSimple to use the basic functions, yet a power solution. Easy to install and integrate into an enterprise.
ConsSome functionality that should be standard needs to be scripted
Reviewer Source 
Source: Capterra
October 16, 2018
Tyler G.
VP
Computer Software, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 16, 2018

“Ephesoft Transact Review”

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)
ConsI have nothing but positive things to say about the platform.
Reviewer Source 
Source: Capterra
October 16, 2018
Peter M.
Application Developer
Information Technology and Services, 10,001+ employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
December 19, 2018

“Great Product!”

ProsEphesoft Transact is a very useful piece of software for document capture and document workflows. The development UI is simple enough that a basic implementation can be set up very quickly as a proof of concept, but also has a lot of more advanced features that can be heavily customized to suit pretty much any use case. Is also more flexible than some of the other similar software I have used.
ConsThe only Con I can think of is that when I first used Ephesoft a few years ago, the documentation wasn't as easy to use as it could have been although Ephesoft have been working on that and it is fairly detailed now. No other cons that I can think of.
Reviewer Source 
Source: Capterra
December 19, 2018
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Mohamed S.
Solutions Engineer
Computer Software, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 16, 2018

“Perfect tool for data classification and extraction.”

OverallTransact helps us extract key data points from complex but templated contractual documents with very less manual intervention with highest possible quality.
ProsVery easy to train different document types and incredibly intelligent to learn with minimum training. Easy key value extraction training which is very efficient.
ConsNew version of Transact does not retain lazzoed data coordinates like previous versions.
Reviewer Source 
Source: Capterra
October 16, 2018
Kevin E.
Marketing Guru
Media Production, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
September 6, 2016

“Open Standard Document Classification and Data Extraction Solution”

OverallThis 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.
ProsEphesoft 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.
ConsWe 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.
Recommendations to other buyersDefinitely take the CBT training. You'll be up and running in just a couple of days
Source: Capterra
September 6, 2016
Kalidhas M.
Software Engineer
Information Technology and Services, 201-500 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
4/5
Customer Service
4/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
June 27, 2019

“Review on Ephesoft”

OverallIts very user friendly to work on the tool
ProsEasily we can extract data from structured and unstructured document, Line item Matching,Db export, Email import.
ConsStill we expecting much more features to update in ephesoft for customer wish
Reviewer Source 
Source: Capterra
June 27, 2019
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Aby J.
Technical Sales Manager
Accounting, 51-200 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 16, 2018

“Easy to use yet feature rich Document Capture Solution”

OverallAP Automation
ProsEase of use. Learning curve for the end customer is low
Consnothing really. the product is fast growing and feature requests are being incorporated in the upcoming builds
Reviewer Source 
Source: Capterra
October 16, 2018
Vi D.
ACC010
Unspecified
Used the software for: 1-2 years
Overall Rating
3/5
Ease of Use
3/5
Customer Service
3/5
Features
2/5
Value for Money
3/5
Likelihood to Recommend
6/10
Reviewer Source 
Source: Capterra
February 6, 2018

“An Okay Product”

OverallNo more paper. That saves you money long term for storage fees, paper fees and saves you space.
ProsThe 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.
ConsEditing, 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.
Reviewer Source 
Source: Capterra
February 6, 2018
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Stephan T.
System Consultant
Information Technology and Services, 10,001+ employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
December 19, 2018

“As a Partner”

OverallWe solve primary Supplier Invoice Scanning, Line Item Matching and directly providing that invoice to an ERP System. Great solution at any installation, good performance and a lot of Options Customers really like to use and need.
ProsVery Good Solution for OCR. A lot of different Options to provide Documents to Ephesoft Transact. For Supplier Invoices a directly Check based on ERP Data on Line Item Level is possible Great Support from the Technicians, Solution Architects and Sales at every Time and every Question / Challenge
ConsSo many different Options that you really need a Solution Architect and Technician to get everything set up corectly. (Not sure if this really a con)
Reviewer Source 
Source: Capterra
December 19, 2018
Vivek S.
Continuous Improvement Specialist
Information Technology and Services, 5001-10,000 employees
Used the software for: 1-2 years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
July 15, 2019

“Innovative Solution for Accuracy and Cost Saving!!!!”

OverallThe best-fit tool for optimizing the process, cost, and resources utilization
Pros- Smart Document Capturing, Sorting, and Grouping - Easy of Usage and Customization - Advanced Reporting Module - Value at Document Ingestion - Logical Easy Integrations - Cross-Section Data Extraction
Cons- Rarely but seen performance issues for email attachments scanning for large volume data. It may be related to the configuration setting. - - Advance level training is not available as self-paced online. - No certification for Basic Ephesoft Training and just completion
Reviewer Source 
Source: Capterra
July 15, 2019
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Sean N.
Vice President - Client Relationship Management
Computer Software, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
October 16, 2018

“Very effective Capture and OCR functionality for AP”

ProsI 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.
ConsI 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.
Reviewer Source 
Source: Capterra
October 16, 2018
Verified Reviewer
Hospitality, 501-1000 employees
Used the software for: I used a free trial
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 23, 2018

“Excellent”

OverallGood
ProsProvide all type of extraction from different type of document
ConsThe reporting can be improved, currently its bit slow.
Reviewer Source 
Source: Capterra
October 23, 2018
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Rajan M.
Director
Information Technology and Services, 1001-5000 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
December 19, 2018

“Great product for Capture 2.0”

OverallOverall great experience. Very easy to set up an initial deployment. Ephesoft team is great -- lots of talent at multiple levels (leadership, sales, engineering, support, etc.).
ProsMuch easier to configure and setup vs. some of its competitors. Supervised machine learning is a huge plus.
ConsSome features desired by enterprise customers are missing
Reviewer Source 
Source: Capterra
December 19, 2018
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Gustavo S.
GRC Architect and Project Manager
Information Technology and Services, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
4/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
October 16, 2018

“Powerful”

ProsThe speed and general features exceeded my expectations. Ideal for customers with very high volume of documents to be captured.
ConsThe user interface requires some learning curve, but once the customer gets familiarized with it, it's ok.
Reviewer Source 
Source: Capterra
October 16, 2018