Tallyfy bridges the coordination gap that Paychex Flex cannot fill by orchestrating cross-department workflows when employee events occur enabling seamless handoffs between HR IT Facilities and other teams through structured automation rather than manual email tracking.
Kofax
Kofax excels at intelligent document capture and process automation - extracting data from invoices, forms, and documents with high accuracy. But documents don’t exist in isolation. They’re part of broader business processes that require 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? When it processes an application, who makes the final decision? Kofax handles document capture and data extraction - the human workflows that surround those documents need separate coordination.
What Kofax automates:
- Intelligent 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 document 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
- Accountability for document processing outcomes
Kofax captures and extracts. Tallyfy orchestrates - coordinating the human activities, approvals, and follow-up actions that transform captured documents into completed business processes.
Tallyfy serves as the orchestration layer that connects Kofax document processing with human workflows.
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 and content
- Tracks the document through its full lifecycle
Tallyfy manages document review:
- Kofax flags extraction for review → Tallyfy assigns to specialist
- Reviewer corrects or approves → Tallyfy triggers next steps
- High-confidence extractions skip review → proceed automatically
- Complete audit trail of all decisions
After Kofax extracts document data, Tallyfy orchestrates:
- 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 API and receive workflow triggers.
Middleware: Connect via Zapier or enterprise integration platforms.
API: Use Tallyfy’s API to trigger workflows when Kofax completes document processing.
See also: Combining RPA systems and human operators
Book a consultation ↗ to discuss orchestrating Kofax with your Tallyfy workflows. We’ll help you coordinate document capture with human review and approval processes.
Connect your existing business systems with Tallyfy to orchestrate cross-department workflows that vendor platforms cannot coordinate on their own - bridging CRM, Helpdesk, HR, Finance, RPA, and Operations teams.
Tallyfy complements Salesforce by orchestrating the invisible micro-tasks and cross-team handoffs that occur between CRM pipeline stages through automated workflows that track detailed execution activities like technical reviews and legal approvals that Salesforce cannot manage.
Tallyfy complements Zoho CRM by orchestrating complex cross-department workflows and micro-tasks that occur between sales pipeline stages - handling coordination with non-Zoho users and multi-level approvals that Zoho’s native automation cannot manage on its own.
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