Demo: AP Agility for Kofax TotalAgility

Kofax TotalAgility is a powerful workflow automation platform aimed at creating flexibility for complex business processes. AP Agility is a pre-packaged Accounts Payable and Invoice Processing solution automating OCR, extraction, verification, and invoice approvals within Kofax KTA. Combine this with deep, out-of-the-box ERP integration, and AP Agility is ready to take AP automation to the next level.


Okay, so what we’re going to do here is we’re going to start going into the IP Agility platform. We’re going to log in and take a look at this process right now.

We’re going to go ahead and log in as administrator. I’m going to put in the password and click on Login. Upon logging in, then you’re going to be met with what we consider the workspace. The workspace is where you have all your queues, the different activities that need to be processed at certain levels, things like that. You’ll see here that I have my activity, which is a lot of validation and exception, invoice coding, things like that.

We’re going to go ahead, and I’m just going to start the process and go into the scan module. Again, this is just for demonstration purposes, but this is a multi-capture or omni-capture platform, so it doesn’t necessarily always have to come in through scan. It could come in through email. It could come in through file drop. It could come in through fax, whatever it needs to be.

You see here that we’ll have the client. You can choose either, in this case, US or Europe. Then there’s the invoice type, where it could auto-detect. Well, you could also specify whether it’s going to be a non-PO or a PO invoice. Then there’s a default language, which in this case would be English, but then you could choose whether it’s like Chinese, Greek, Japanese, Korean, so on and so forth. You have those options where it would auto-extract based upon the need.

I’m going to also show you quickly the profile settings for the scanner, which would then have the option … In this case, we’re going to use file import. We’re just dropping files in, but you could choose … If you have a physical scanner attached, you could choose different profile settings, which could be set within the software as well and get a little bit more specific. We could go to document separation. In this case, we’re just not using any document separation. It’s automatically, but those are a couple options that are within there.

We’re going to go ahead, and I’m going to import these files. As you see here, I have quite a number of files. We’re going to take it, and we’re going to ingest those all in. You’ll automatically see that it’s going to go. It’s going to ingest those eight files. It will go. You can see the document on the right side. I’m just going to quickly tap through each of these just to show you that it did capture all eight of these invoices with no problem. That’s kind of just … gotta make sure your quality’s good, things like that. We’re just going to go ahead and submit this job.

We’re going to submit this job. Where this is going to go, it’s going to go through the OCR. It’s going to get OCRed. It’s going to go through the extraction engines, all the transformation, things like that. While we wait for that to process, it does quickly process, but just to show you a little bit of the background of what IP Agility and AP Agility are doing, then we’re going to go into the solution configuration manager. Again, the beauty of the system is that you don’t have to worry about as much custom coding because most of it is set for you just for very easy configuration.

We’re just going to go into the profile settings, and we’re going to set the profile. You could have many profiles, whether it’s a vendor or maybe a region. It’s a really good option so that you have various profiles for ea