Tallyfy acts as a coordination layer that connects your existing HR finance CRM helpdesk and RPA systems by orchestrating the cross-department handoffs and multi-team workflows that individual vendor platforms cannot manage on their own.
Kofax
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.
Tallyfy connects Kofax document processing with the human workflows that follow.
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
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
After Kofax extracts document data, Tallyfy handles:
- Multi-level approval chains
- Cross-department notifications and tasks
- Integration with downstream systems
- Archive and retention workflows
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
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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