Ephesoft

By Ephesoft

Classify documents and extract data from invoices, forms, and records with machine learning capture.

Document CaptureIntelligent OCRData ExtractionDocument Classification
Overview

What is Ephesoft?

Ephesoft is an intelligent document capture platform, known for its Transact product, that classifies documents and extracts data from paper and digital files. It combines multi-engine OCR with machine learning that can learn a document type from a small number of samples, plus batch processing, validation screens, and table extraction. Operations teams, accounts payable departments, and solution integrators use Ephesoft to automate high-volume workflows such as invoices, claims, contracts, and records.

Best for
Accounts Payable TeamsDocument OperationsSolution IntegratorsRecords Management TeamsIT Automation Teams
Product snapshot
Category
Data Extraction & Collection
Best for
High-volume document capture
Deployment
Cloud / On-premise
Free trial
Contact vendor
Integrations
Microsoft 365, NetSuite, UiPath
AI features
Yes
Key features

Key features of Ephesoft

Document classification

Sort incoming documents by type using supervised and unsupervised learning.

Data extraction

Pull field-level and table data from structured and unstructured documents.

Multi-engine OCR

Read scanned paper and digital files with several recognition engines.

Validation screens

Review and correct extracted values before data moves downstream.

Batch processing

Process large document batches from scanners, email, and folders.

API and connectors

Connect capture output to ERP, RPA, and content systems.

Reviews

Ephesoft reviews

20 reviews

Overall

4.5/5

  • Ease of use4.6/5
  • Customer support4.4/5

What users like

  • Accurate machine learning extraction
  • Quick to set up workflows
  • Flexible cloud and on-premise options
  • Responsive vendor support team

What users dislike

  • Upgrades can be difficult
  • Licensing model lacks flexibility
  • Advanced setup needs expert help
  • Interface and documentation feel dated

Ashley Mathew T.

Sr Tech Lead

“Liked the strong capture engine, helpful support, and flexible licensing options. Found that pricing could be more flexible across different regions.”

sanjay K.

Application Support Engineer

“Liked the user-friendly design, fast validation, machine learning, and regex support. Found that the graphical interface and the mobile app still need improvement.”

Dennis C.

Implementation Specialist

“Liked that it runs stably once configured and covers core classification needs. Found support weak, upgrades painful, and batch errors frequent.”

Jeff J.

Senior Product Manager

“Liked the steady product improvements, the quick vendor response to reported bugs, and the overall ease of use. Noted no major drawbacks worth mentioning.”

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Integrations

Ephesoft integrations

Ephesoft connects document capture to the systems where extracted data is used. It offers APIs for custom integrations and connectors for platforms such as Microsoft 365 and NetSuite, along with links to robotic process automation tools including UiPath and Automation Anywhere. Documents can arrive from scanners, email inboxes, and watched folders, then flow through classification, extraction, and validation before export. Integrators often push output into ERP, accounts payable, and content management systems so invoices, claims, and records are indexed without manual keying. Because it supports cloud, hybrid, and on-premise deployment, teams can place capture close to existing infrastructure and route results into downstream business applications.

FAQ

Frequently asked questions about Ephesoft