# Ephesoft Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Ephesoft the right Electronic Data Capture solution for you? Explore 23 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/149079/Smart-Capture/reviews

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Ephesoft

4.5 (23)

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Last updated March 13th, 2026

# Reviews of Ephesoft

Ease of use

4.6

Customer Service

4.4

## Pros and Cons in Reviews

Ashley Mathew T

Sr Tech LeadInformation Technology and Services, 51 - 200 employeesUsed the software for: 1-2 years.

“Ephesoft had better performance, a better support system and flexible licensing.“

September 6, 2022

## Showing most helpful reviews

Showing 1-23 of 23 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Ashley Mathew T.  
Sr Tech Lead  
Information Technology and Services  
Used the software for: 1-2 years

### "Value for money Intelligent Data Capture"

September 6, 2022

5.0

We were a document management service provider and we used to implement third party solutions wherever data capture was required from structured and unstructured documents. initially we partnered with another provider and later switched to Ephesoft. Ephesoft had better performance, a better support system and flexible licensing.

Pros

Very robust and proven data capture engine. In fact there are many other products that use the same engine with a different skin on top of it as per many other reviews. Flexible Licensing for even medium sized enterprises or one time activities

Cons

Ephesoft had a more competitive pricing than its nearest rival, but I feel that it should still be more flexible depending on the particular geography where it is sold.

Reason for choosing Ephesoft

Ephesoft offered better support options and had more attractive pricing.

Switched from

[Tungsten Capture](https://www.capterra.com/p/93092/Kofax-Capture/)

It was not a switch actually, we were implementers and widening our product portfolio. We also found Ephesoft to be more suitable for the country where we are located.

Review Source

sanjay K.  
Application Support Engineer  
Accounting  
Used the software for: 6-12 months

### "Ephesoft view on users perspective."

October 17, 2018

4.0

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.

Review Source

DC

Dennis C.  
Implementation Specialist  
Human Resources  
Used the software for: 2+ years

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

July 12, 2018

2.0

automated document training and classification through API

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.

Review Source

Jeff J.  
Senior Product Manager  
Information Services  
Used the software for: 2+ years

### "Terrific Product that keeps getting better"

November 12, 2018

5.0

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.

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.

Review Source

Wouter V.  
Consultant  
Computer Software  
Used the software for: 2+ years

### "Proven solution"

October 19, 2018

4.0

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.

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.

Review Source

Ashu P.  
Software Engineer  
Information Technology and Services  
Used the software for: 6-12 months

### "Ephesoft Transact - Great Ocr data capture application"

July 19, 2019

4.0

We 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

Reason for choosing Ephesoft

Kofax, DataCaptiva

Review Source

John P.  
Director - BD  
Computer Software  
Used the software for: 1-2 years

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

October 16, 2018

5.0

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.

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.

Review Source

Mohamed S.  
Solutions Engineer  
Computer Software  
Used the software for: 6-12 months

### "Perfect tool for data classification and extraction."

October 16, 2018

5.0

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

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.

Review Source

Aby J.  
Technical Sales Manager  
Accounting  
Used the software for: 6-12 months

### "Easy to use yet feature rich Document Capture Solution"

October 16, 2018

5.0

AP Automation

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

Review Source

Stephan T.  
System Consultant  
Information Technology and Services  
Used the software for: 1-2 years

### "As a Partner"

December 19, 2018

5.0

We 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.

Pros

Very 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

Cons

So 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)

Review Source

VR

Verified Reviewer  
Regional Technical Consultant  
Information Services  
Used the software for: 2+ years

### "Easy yet powerful"

October 16, 2018

5.0

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

Review Source

VD

Vi D.  
ACC010  
  
Used the software for: 1-2 years

### "An Okay Product"

February 6, 2018

3.0

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

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.

Review Source

PM

Peter M.  
Application Developer  
Information Technology and Services  
Used the software for: 1-2 years

### "Great Product!"

December 19, 2018

5.0

Pros

Ephesoft 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.

Cons

The 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.

Review Source

Vivek S.  
Continuous Improvement Specialist  
Information Technology and Services  
Used the software for: 1-2 years

### "Innovative Solution for Accuracy and Cost Saving!!!!"

July 15, 2019

4.0

The 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

Review Source

GR

Guadalupe R.  
AP Coordinator  
  
Used the software for: 1-2 years

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

February 23, 2018

4.0

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.

Review Source

Response from Tungsten Automation

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!

RK

Robert K.  
Solution architect  
Information Technology and Services  
Used the software for: 2+ years

### "Ephesoft in CEE region"

December 19, 2018

4.0

OCR / Full text, access to instances for many different groups, ....

Pros

Simplicity, independence, ability to integrate, ability to enhance

Cons

Price 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.

Review Source

Sean N.  
Vice President - Client Relationship Management  
Computer Software  
Used the software for: 1-2 years

### "Very effective Capture and OCR functionality for AP"

October 16, 2018

5.0

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.

Review Source

TG

Tyler G.  
VP  
Computer Software  
Used the software for: 1-2 years

### "Ephesoft Transact Review"

October 16, 2018

5.0

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.

Review Source

KM

Kalidhas M.  
Software Engineer  
Information Technology and Services  
Used the software for: 6-12 months

### "Review on Ephesoft"

June 27, 2019

5.0

Its very user friendly to work on the tool

Pros

Easily we can extract data from structured and unstructured document, Line item Matching,Db export, Email import.

Cons

Still we expecting much more features to update in ephesoft for customer wish

Review Source

KE

Kevin E.  
Marketing Guru  
Media Production  
Used the software for: 6-12 months

### "Open Standard Document Classification and Data Extraction Solution"

September 6, 2016

5.0

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.

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.

Review Source

VR

Verified Reviewer  
Analyst  
Hospitality  
Used the software for: I used a free trial

### "Excellent"

October 23, 2018

5.0

Good

Pros

Provide all type of extraction from different type of document

Cons

The reporting can be improved, currently its bit slow.

Review Source

Rajan M.  
Director  
Information Technology and Services  
Used the software for: Less than 6 months

### "Great product for Capture 2.0"

December 19, 2018

5.0

Overall 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.).

Pros

Much easier to configure and setup vs. some of its competitors. Supervised machine learning is a huge plus.

Cons

Some features desired by enterprise customers are missing

Review Source

Gustavo S.  
GRC Architect and Project Manager  
Information Technology and Services  
Used the software for: Less than 6 months

### "Powerful"

October 17, 2018

5.0

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.

Review Source

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