While most companies have different business models, objectives and use cases, there are often common and frequently asked questions about Ephesoft Transact. We hope this is a useful resource to help you in your intelligent document process journey with us. 

Q: What languages are available and supported in Transact?

A: Ephesoft offers English, French, German, Spanish, Dutch, Swedish, Italian, Polish as officially certified languages with comprehensive support. However, our AI and OCR engines can extract data from many other languages, including but not limited to Russian, Portuguese, Ukrainian, Japanese, Korean, Hungarian, Czech, Afrikaans and Arabic.

Q: What operating systems are available? 

A: Windows and Linux.

Q: Can Transact be deployed on AWS, Microsoft Azure and Google? 

A: Transact can be deployed on any cloud platform that supports Windows/Linux VMs including AWS, Azure and Google. Transact Cloud customers are hosted on AWS.

Q: For Transact Cloud, what data centers are available for my global organization?

A: We currently operate in Oregon, North Virginia, Canada, London, Frankfurt, Singapore and Sydney. AWS has multiple Availability Zones, so other regions may be considered.

Q: How does Transact integrate with other technologies?

A: Ephesoft’s platform uses open architecture so there are many integration options. The most common is via Web Service APIs and connectors (also referred to as iPaaS solutions) to integrate with any other application, such as an ERP, CRM, ECM, Content Services, LOS, EHR, RPA, BPM, workflow, repository or any line of business software. Learn more about APIs and Connectors. Transact offers flexibility with both synchronous and asynchronous APIs and processes.

Q: What APIs are available? 

A: We have over 60 pre-configured Web Services to perform advanced capture actions in your custom applications. These range from simple actions like determining which batch instances can be seen by an individual user, to performing classification or extraction procedures. Additionally, using iPaaS platforms like MuleSoft, Workato, Catalytic and others, customers can connect Ephesoft with thousands of other applications quickly. 

Q: How can I get my documents into Ephesoft Transact’s system for processing?

A: Transact has the ability to use a distributed thin client web scanner for physical document scanning; high volume scanners can send documents to a monitored folder/email; documents can be sent in via email; documents can be manually uploaded in the Transact UI; documents can be bulk processed using cloud storage systems, such as Amazon S3; or, developers can use the REST API to stream documents into Transact.

Q: Do I need to use Ephesoft developers or services to train new documents for classification and extraction?

A: No, customers and partners can attend our online education courses to learn how to build batch classes for automated classification and extraction processing. See how easy it can be, check out this Ephesoft Transact tutorial.

Q: Which percentage of accuracy do you usually have in recognition? 

A: Accuracy depends on several factors, such as the ingestion, original clarity and quality of the document and tolerance settings based on business rules. If the application detects an error, the system alerts the user to validate the data, which is referred to as human-in-the-loop and brings straight-through accuracy rates down. Most customers report 80% accuracy or higher for known documents (unknown documents can vary). Some customers have reported as high as 99.9% accuracy. For handwritten and cursive documents, customers report up to 88% accuracy, which is extremely high compared to industry standards of about 30%. Learn more about data accuracy here.

Q: What are field extraction success rates? 

A: This question is another way of asking about accuracy. Please see the answer to the above question. Users report that they can get up to 99.9% success rates.

Q: Can a human make edits to the extracted data? 

A: Yes, Transact has a validation stage, where a user can confirm or make corrections to the extracted data. This human-in-the-loop (HITL) step is important because it gives users the opportunity to validate any information the system flags or to simply spot-check the data for accuracy. Having a HITL will boost accuracy rates and instill user confidence. 

Q: How many pages can you process per minute/hour?

A: Our solution is designed to be scaled horizontally or vertically. Performance can be scaled by adding more cores to a server. Or, creating and adding more nodes to form a cluster. We don’t require specialized graphics hardware and can run on generalized hardware as low as 4 cores with 8GB of RAM for an on-premises environment. Please contact our solution engineering team to estimate the sizing of a Transact environment based on your requirements. 

Q: Does Transact have its own OCR or AI engines?

A: Transact leverages the following OCR engines: Nuance OmniPage, Tesseract and OpenText Capture Recognition Engine. We also use our proprietary Semantik AI Engine developed to provide category-leading accuracy and performance and to accelerate the extraction of data from unknown document types. Additionally, Transact can connect to third-party OCR services like Google Cloud Vision, which allow customers to use their own Google account or plug into ours.

Q: Machine Learning, AI, OCR… How do I make sense of the various technologies used in capture?

A: Artificial Intelligence (AI) refers to technologies that can mimic human intelligence on a broad scale. Intelligent document processing solutions use several types of AI software, such as natural language processing (NLP), machine learning (ML) and computer vision. There are different types of AI used in Ephesoft’s platform, including the capture process using OCR or optical character recognition. Check out our IDP Glossary to learn more.

Q: Do we need Professional Services’ help all the time to train new documents? 

A: We are always here to support your needs. However, in our training courses and on the Ephesoft Documentation site, we teach you how to do it yourself.

Q: What is your price model? 

A: Ephesoft offers a flexible pricing structure for cloud or on-premises deployments that includes annual subscription and consumption based options starting at 120,000 pages/year. For more information, click here. We work with our customers and partners to find the best pricing for the services you need.

Q: Do you have a reference in my industry?

A: We have over 100 different use cases in many industries worldwide. It is highly likely that we have a reference that will meet your needs. You can also browse our Success Stories here.

Q: Where are your offices located? 

A: We are headquartered in Irvine, California with offices in Boise, Idaho, UK, Germany, Italy and Singapore. Visit our About page for more information.

Q: Do you have a compliance certification? 

A: Yes, we are SOC 2 Type II certified. 

Q: Does Ephesoft have an Accessibility Statement? 

A: Yes, please go here to request it.

Q: How often do you provide new releases? 

A: We generally offer two releases a year with free upgrades for customers with an active support contract. We advise our customers to be on the latest version. On-premises clients can install it themselves, work with Ephesoft professional services or hire their partner’s services team.

Q: Do you have a user limitation? 

A: No, there are no limitations. 

Q: How many days does it take to implement the system? 

A: This depends on the deployment environment, products and add-ons you choose. Some offerings, such as Universal Document Automation, can be up and running in a few minutes. Customizable options in Transact can range from 1 week to 4 months (including UAT and Go-Live) depending on several factors such as number of document types, field variations, handwriting, table extraction, custom scripts for additional automation, etc. We work closely with every customer throughout the sales and delivery cycle to keep their deployment on track and achieve a successful implementation. Visit our Professional Services page for more information.

Q: Can we test Transact? 

A: Yes! Click here for a free 10-day trial.

Q: Do you have a partner that is close to us? 

A: We have about 250 channel, global consultancies and system integrator partnerships. We will recommend the best fit based on your requirements and location. 

Q: What makes Transact better than other intelligent document processing tools?  

A: Why Ephesoft? This explains it all right here. Based on customers, partners and industry experts and analysts, they report results like 95% faster processing times, up to 99.9% accuracy, average cost reduction of 50%, fast deployment and time-to-value, easy to work with and great functionality. We are focused on customer success with a dedicated CX team and strive to develop cutting-edge, innovative solutions that address real challenges our clients face. Let us prove it! 

Q: What else is needed for full end-to-end automation beyond IDP? Who do I turn to?

A: We work closely and have partnerships with most major technology companies, such as AWS, Microsoft, leading RPA vendors, ERP vendors, workflow vendors and iPaaS vendors, who we are happy to put you in touch with. We also have established relationships with 250 channel, global consultancies and system integrators that offer full end-to-end services. We would be happy to make recommendations.

Q: Do users need to be trained to use Ephesoft? 

A: Yes, we offer a variety of training options based on the type of user you are. Please visit this page for details.

Q: What are the most common use cases? 

A: We have identified more than 100 use cases being used for Transact. Accounts payable or invoice processing is the largest use case among our customers. Other common ones include loan processing, claim processing, compliance, mailroom automation, records digitization, handwriting extraction, transcript processing, human resources, customer onboarding and ID extraction. 

Q: Can I use Transact for several use cases at the same time? 

A: Yes, Transact is often used across the enterprise for multiple use cases. Only one IDP platform is necessary as Ephesoft offers unlimited users and it can be easily connected to any other application. 

Do you have more questions or other frequently asked questions about Ephesoft Transact? We have answers! Please contact us here.