Tungsten Automation, formerly known as Kofax before its January 2024 rebrand, is an enterprise platform for intelligent document processing, workflow orchestration, and financial process automation. It converts unstructured documents such as invoices, contracts, and identity forms into structured data that flows into core enterprise systems.
The platform combines AI, optical character recognition, machine learning, natural language processing, and robotic process automation. Documents captured from scanners, email, mobile devices, or multi-function printers are classified, validated against enterprise databases, and routed through approval workflows before archiving.
Tungsten spans multiple product lines, including TotalAgility for process orchestration, AP and AR automation modules, Power PDF, SignDoc for electronic signatures, and ControlSuite for print governance. Deployment options include cloud, hybrid, and on-premises configurations depending on organizational requirements.
Tungsten Automation was named a Leader in Gartner’s inaugural Magic Quadrant for Intelligent Document Processing, based on current information from the company’s website. The company describes serving enterprise customers across banking, insurance, healthcare, and government sectors, though it does not publish specific customer counts.
Pricing
Tungsten Automation does not publish a free plan or standard tiered pricing for its enterprise platforms. Power PDF offers a 15 day free trial, and desktop products like Power PDF and SignDoc are sold as per-user licenses. Enterprise modules such as TotalAgility, AP Essentials, and ControlSuite use custom, quote-based pricing tied to deployment type, transaction volume, and business requirements. Usage-based pricing is available for document volume processing, though exact rates are not publicly listed.
* Disclaimer: Please note that pricing information may not be up to date. For the most accurate and current pricing details, refer to the official website.
Key Features
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AI and OCR based extraction from structured and unstructured documents
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Automated invoice matching and exception routing for accounts payable
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Low-code workflow design through the TotalAgility orchestration platform
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PDF editing, conversion, redaction, and form generation in Power PDF
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Electronic signature workflows with audit trails through SignDoc
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Centralized secure print release and fleet governance via ControlSuite
Use Cases
Accounts Payable Invoice Processing
Finance teams ingest vendor invoices from email, mail, or supplier portals and match them against purchase orders in ERP systems. Discrepancies are flagged for human review, which speeds up payment cycles and helps capture early-payment discounts.
Customer and Patient Onboarding
Organizations capture identity documents and signed application forms via mobile or web portals. Extracted data is verified and routed into CRM or administration systems to shorten onboarding while maintaining KYC compliance.
Insurance and Healthcare Claims Processing
Claims teams extract data from paper and digital claim forms, medical reports, and receipts. Policy and coverage rules are validated automatically before routing to adjusters, reducing processing backlogs.
Enterprise Print Security and Governance
IT teams control print jobs across the corporate network using secure pull-printing authentication at each device. Print policies and audit logs help prevent confidential documents from sitting unattended on printer trays.
Contract Management and Electronic Signing
Legal and procurement teams generate agreements, collect signatures through SignDoc, and archive executed contracts in enterprise document stores. Audit trails record timestamps, IP addresses, and signer identity for legal compliance.
Strengths & Weaknesses
Strengths
Covers document capture, workflow orchestration, eSignature, and print management in one platform.
Includes pre-built integration connectors for SAP, Oracle, and Microsoft Dynamics.
Supports cloud, hybrid, and on-premises deployment to fit different IT compliance needs.
Handles high-volume, multi-channel document capture across MFP fleets and digital channels.
Recognized as a Leader in Gartner’s inaugural Magic Quadrant for Intelligent Document Processing.
Weaknesses
Pricing for enterprise platforms is not published and requires direct contact with sales.
Full implementation of TotalAgility requires specialized technical expertise and training.
Combining multiple modular components across a large organization can add licensing complexity and cost.
Configuring extraction rules for non-standardized, unstructured documents takes significant upfront setup.
Who Is This For?
Finance and accounting operations teams that need automated invoice capture, matching, and financial systems integration.
Shared services and BPO teams handling high volumes of customer paperwork, claims, and compliance documentation.
IT infrastructure and fleet administrators who need central control over multi-vendor printer networks and secure device authentication.
Legal, HR, and procurement teams that require secure PDF management and legally binding eSignature workflows.
Frequently Asked Questions
What was Tungsten Automation known as previously?
Tungsten Automation was formerly known as Kofax prior to its rebranding in January 2024.
Does Tungsten Automation offer an electronic signature solution?
Yes, SignDoc provides electronic signature and digital agreement workflows with audit trail capabilities.
Can Tungsten Automation be deployed on-premises?
Yes, its products support cloud, on-premises, and hybrid deployment models based on enterprise requirements.
Is a free trial available for Power PDF?
Yes, Tungsten offers a typical 15 day free trial for its desktop PDF software, Power PDF.
Is self-serve pricing available for enterprise products?
No, enterprise platforms such as TotalAgility and AP Essentials use custom, quote-based pricing.
How steep is the learning curve for TotalAgility?
Comprehensive implementation requires specialized technical expertise and training, based on the source material’s stated limitations.
Which enterprise systems does Tungsten Automation connect with?
It offers pre-built connectors for SAP, Oracle, Microsoft Dynamics, SharePoint, Salesforce, and OpenText.
Can documents be captured directly from office printers?
Yes, AutoStore and ControlSuite offer embedded apps for major MFP brands including Canon, HP, and Xerox.
What kind of workflows can be automated beyond document capture?
TotalAgility supports low-code design of broader business process workflows, including approval routing and exception handling.
Is Robotic Process Automation included in the platform?
Yes, RPA bots are available to transfer data between legacy systems that lack APIs.
Tungsten Automation integrates with SAP for accounts payable automation and invoice posting, Oracle for financial systems and ledger postings, and Microsoft Dynamics for ERP and CRM synchronization. It also connects to Microsoft SharePoint and Office 365 for document archival, Salesforce for onboarding workflows, and OpenText for content management. Native embedded apps are available for multi-function printers from Canon, HP, Ricoh, Xerox, and Konica Minolta through AutoStore and ControlSuite.