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Kofax

The gap Kofax can’t fill

Section titled “The gap Kofax can’t fill”

Kofax is great at document capture and process automation - pulling data from invoices, forms, and documents with high accuracy. But documents don’t exist in isolation. They’re part of broader business processes that need human review, approval chains, and cross-department coordination.

When Kofax extracts invoice data, who approves payment? When it captures a contract, who reviews the terms? Kofax handles capture and extraction - the human workflows around those documents need separate coordination.

What Kofax automates:

  • Document capture and OCR
  • Data extraction from structured and unstructured documents
  • Document classification and routing
  • RPA for document-heavy processes

What falls through the cracks:

  • Workflow coordination after capture
  • Human review and approval chains
  • Exception handling for low-confidence extractions
  • Cross-department routing based on document content
  • SLA tracking for the full document lifecycle

Kofax captures and extracts. Tallyfy coordinates the human activities, approvals, and follow-up actions that turn captured documents into completed business processes.

How Tallyfy fills this gap

Section titled “How Tallyfy fills this gap”

Tallyfy connects Kofax document processing with the human workflows that follow.

Document workflow coordination

Section titled “Document workflow coordination”

When Kofax processes documents, Tallyfy:

  • Receives extracted data and confidence scores
  • Routes low-confidence extractions to human reviewers
  • Triggers approval workflows based on document type
  • Tracks the document through its full lifecycle

Human review integration

Section titled “Human review integration”

Tallyfy manages document review:

  • Kofax flags extraction for review - Tallyfy assigns to a specialist
  • Reviewer corrects or approves - Tallyfy triggers next steps
  • High-confidence extractions skip review and proceed automatically
  • Full audit trail of all decisions

Post-capture workflows

Section titled “Post-capture workflows”

After Kofax extracts document data, Tallyfy handles:

  • Multi-level approval chains
  • Cross-department notifications and tasks
  • Integration with downstream systems
  • Archive and retention workflows

Connect today

Section titled “Connect today”

Kofax TotalAgility: Use TotalAgility activities to call Tallyfy’s API and receive workflow triggers.

Middleware: Connect via Zapier or enterprise integration platforms.

API: Use Tallyfy’s API to trigger workflows when Kofax finishes document processing.

See also: Combining RPA systems and human operators

Get started

Section titled “Get started”

Book a consultation ↗ to discuss connecting Kofax with your Tallyfy workflows. We’ll help you coordinate document capture with human review and approval processes.

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