Invoice & AP Automation

Kofax (Tungsten Automation) vs OCR Solutions InvoiceMax: a customized platform vs a purpose-built AP tool

By
Eyal Barsky
September 29, 2026

I get asked a lot whether InvoiceMax is a Kofax alternative. The honest answer is: for accounts payable, yes. For enterprise-wide automation across every document type in the building, that is a different conversation.

OCR Solutions InvoiceMax is the AP product we built: it reads invoices of all kinds of layouts, pulls header data, line items, and totals, runs 2-way and 3-way matching, routes the low-confidence fields for review, and exports clean data into your ERP. Kofax, now Tungsten Automation, is a broad intelligent automation platform. Document capture, intelligent document processing, and process automation all sit under one roof, and invoice processing is usually something you and an integrator configure on top of that platform.

Both can get an invoice off a PDF or scan and into your books without someone retyping every line. Where they diverge is shape. Tungsten is a wide platform you customize per engagement. InvoiceMax is a finished AP product you deploy for that job. This page walks through that difference without pretending there is one winner for every company. For the wider picture of where InvoiceMax sits in an AP stack, see our AP automation overview.

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What the two tools have in common

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Before the differences, the overlap matters. Both automate the front of accounts payable: capture the invoice, extract the fields people used to key by hand, match against purchase orders when you need that, and push the result toward accounting. Both handle varied layouts. Both run at volume. Both can sit on-premise. Both leave an audit trail.

If your only goal is “stop typing invoices and check them against POs,” either path can get you there. The real decision is how you get there: build an AP solution on a platform, or stand up a product that already is one.

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What Kofax (Tungsten Automation) does well

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Kofax earned its reputation in capture and automation over a long stretch, and a fair comparison starts by saying that out loud.

  • It is a broad automation platform. Capture, IDP, and process orhestration can live with one vendor across many use cases, not only invoices.
  • Deep capture heritage. Years in enterprise document capture, plus several OCR engines absorbed along the way, mean wide format and capture coverage.
  • Highly configurable. Unusual or complex processes that a fixed product would not cover out of the box can be shaped on the platform.
  • Enterprise scale and ecosystem. Large install base, partner network, and presence across industries. IT already knows the name.
  • More than invoices. If your strategy is company-wide automation, that breadth is the point.

If you want one automation platform across many processes, and you have the team and budget to configure it, Kofax is a strong default. Nothing below argues otherwise.

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Where teams start looking for a Kofax alternative

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In our conversations with finance and IT teams, the search for analternative usually starts when one of these frictions shows up. These are about effort and shape, not about whether the capture engine can read a page.

  • There is no single focused invoice product. Each engagement configures the platform into an AP solution, so design and build come before value.
  • Implementations are often integrator-led and long. Standing up AP on the platform is a services project more often than a switch-on.
  • Platform licensing plus implementation services can land heavier than a focused AP team wants to carry for invoice capture alone.
  • A broad, configurable platform needs ongoing administration that a single AP workflow does not.
  • The portfolio grew through acquisitions. Sorting which product and engine fits invoices adds evaluation overhead.

That is the gap we built InvoiceMax to fill: AP as a finished product, not a platform project.

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What OCR Solutions InvoiceMax is

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We founded OCR Solutions in 2004. Alongside ID reading andmedical-claims products, we build InvoiceMax for the whole capture-to-exportpath in accounts payable: read the invoice accurately, match it, flag theexceptions, and hand clean data to your ERP.

  • Template-free reading of varied layouts — header, line items, totals — without a template per vendor.
  • Built-in 2-way and 3-way matching against purchase orders and receipts, not a bolt-on module.
  • Confidence-based exception routing, so low-confidence fields get reviewed instead of slipping through.
  • ERP export including SAP, QuickBooks, Acumatica, and Sage. (Confirm NetSuite, Dynamics, and Xero with us if those are on your list.)
  • On-premise and offline deployment when invoice and vendor data need to stay inside your environment.
  • SDK and API if you want capture inside your own application, not only inside our UI.
  • Licensing that is not priced per seat, so adding reviewers does not automatically raise the bill the way many SaaS tools do.
  • One vendor if you also need ID reading or medical-claims capture from the same product line.

We do not publish a marketing accuracy percentage or a public price list on this page, because those numbers only mean something against your invoices and your volumes. A trial on your own documents is the honest proof point.

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Purpose-built product vs plartform and services

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This is the core difference, and it is the one I care about most when someone is comparing us.

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Kofax is a platform. Its strength is that it can be configured to fit almost any capture and automation process. That is what you want when you are automating many different workflows across an enterprise. The trade-off is that accounts payable is something you design and build on the platform, usually with an integrator. There is a project between buying it and running invoices through it, and there is a platform to administer afterward.

InvoiceMax is the opposite shape: a finished product for one job. Capture, matching, exception routing, and ERP export are already assembled. It can run on-premise or offline in your own environment. For a finance team whose need is invoice processing into an existing ERP — not a company-wide automation platform — that means less to design, less to maintain, and a shorter path from invoice to posted entry.

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How the pricing models differ

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I am not going to invent sticker prices here. Published figures are limited on both sides, and the all-in number depends on volume and how custom the process is.

Kofax follows enterprise platform pricing: a license for the automation platform plus the implementation services to configure it for your process. Theall-in cost is platform plus project.

InvoiceMax uses flexible licensing rather than per-seat SaaS, witha finished AP product rather than a build. Cost does not climb simply because you add reviewers, and you are not paying for an integration project just to get a working invoice workflow.

Which model is cheaper depends on your volumes, team size, and how unusual your process is. A like-for-like quote from both sides is the only honest comparison.

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Kofax (Tungsten Automation) vs OCR Solutions InvoiceMax at a glance

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Where InvoiceMax fits better

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  • You want a purpose-built AP tool, not a platform to configure. Capture, matching, exceptions, and ERP export are already assembled.
  • You want a faster, lighter implementation without a long integrator engagement.
  • You need on-premise or offline deployment for regulated data, residency rules, or an air-gapped environment.
  • You want predictable ownership: one focused product to run, not abroad platform to administer.
  • You also need ID reading or medical-claims capture from the same vendor.

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Where Kofax (Tungsten Automation) fits better

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  • You are automating many processes, not just AP, and want one platform across the enterprise.
  • Your process is unusual and needs heavy customization a fixed product would not cover.
  • You have integrator support and budget to design, build, and run a configured platform.
  • You want one standard for capture and process automation across departments.
  • You value a large partner and integrator ecosystem.

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FAQ

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Is OCRSolutions InvoiceMax a Kofax alternative?

For accounts payable, yes. InvoiceMax is purpose-built AP automation and invoice OCR: it reads invoices, runs 2-way and 3-way matching, routes exceptions, and exports to your ERP as a finished product. Kofax, now Tungsten Automation, is a broad platform configured into an AP solution per engagement. If you want a focused tool you deploy rather than a platform you build on, we are the closer fit.

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Is Kofax the same as Tungsten Automation, Ephesoft, or Nuance OmniPage?

Kofax rebranded to Tungsten Automation. Over the years the company absorbed several capture and OCR products, including Ephesoft and the Nuance OmniPage engine, as well as Simple OCR. If you are comparing any of those names, you are looking at parts of the same broad portfolio. InvoiceMax is a single purpose-built AP product, not a stack of acquired engines.

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What is the difference between a platform configured per engagement and a purpose-built tool?

A platform like Kofax is shaped into your AP process during implementation, usually with an integrator, so there is design and build before invoices run. A purpose-built tool like InvoiceMax arrives with capture, matching, exception routing, and ERP export already assembled. The work is deployment and your business rules, not building the workflow itself.

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Does InvoiceMax do 2-way and 3-way matching?

Yes. Matching against purchase orders and receipts is built in, so invoices are checked before they reach your ERP. On the Kofax platform, matching is configured as part of the AP solution built for you.

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Which ERPs does InvoiceMax export to?

We export to ERP systems including SAP, QuickBooks, Acumatica, and Sage. If you run NetSuite, Microsoft Dynamics, or Xero, ask us directly so we can confirm against your version and export path.

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Can InvoiceMax run on-premise or offline?

Yes. On-premise and offline are supported so invoice and vendor data can stay inside your environment. Kofax can also deploy on-premise; the difference is that we deliver the AP workflow as a finished product rather than a configured platform.

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How accurate is InvoiceMax invoice capture?

We do not publish a single accuracy percentage on this page, because the number only means something against your invoice mix. InvoiceMax reads varied layouts without per-vendor templates and routes low-confidence fields for review. The fair test is a trial on your own documents.

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My take

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Kofax, now Tungsten Automation, and InvoiceMax solve the same job at different shapes. One is a broad automation platform you configure into an AP solution. The other is a purpose-built AP product you deploy as-is. If you are automating many processes across the enterprise and have the team and budget to configure a platform, Kofax earns its breadth. If your need is accounts payable into an existing ERP, the focused tool is faster to stand up and lighter to run.

Choose Kofax when you want broad enterprise automation customized to your processes. Choose InvoiceMax when you want purpose-built invoice capture with built-in matching and ERP export.

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Try InvoiceMax on your own invoices

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Request a trial and run InvoiceMax against a sample of your real invoices. You will see capture, matching, and export on your own layouts, without configuring a platform first.

Already on Kofax or Tungsten Automation? You do not have to rip anything out to evaluate. Test InvoiceMax capture and matching alongside your current setup. When you are ready to plan an actual move for accounts payable, our AP migration guide walks through the switching costs and the steps.

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Eyal Barsky
CEO
Founder and driving force behind OCR Solutions, Eyal leads the company with a vision for innovation in imaging technology, ID capture, and face recognition, ensuring every solution meets the highest standards of quality and performance.