Heptora vs Hyland OnBase

Heptora combines deterministic robotic process automation with an AI assistant and AI agents for business workflows. Users can describe a process in plain language, inspect the proposed plan, and approve the resulting automation. A visual Recorder captures clicks and fields as users perform tasks, without requiring code. The Robot runs on a user's machine or server, processing business data locally. Use cases include data entry, document processing, report generation, reconciliation, portal extraction, and government submissions. The assistant can query connected systems and documents, then propose actions for approval. Agents can read and classify documents and handle exceptions within workflows that run as deterministic RPA after approval. Integrations described include ERPs, CRMs, spreadsheets, email, document folders, web portals, Excel, CSV, and REST API, without naming particular vendors. Heptora says production data stays on the user's infrastructure, with lightweight orchestration signals sent to its cloud during execution. Cloud AI is used while building automations, not during deployed execution. It requires an outbound connection for orchestration and license validation, and offers on-premises options for high-security environments.

Hyland OnBase is an operational content management product for capturing and governing enterprise documents, automating content-centered workflows, and feeding data to business systems. Automated capture classifies and verifies business data from multiple sources. Configurable workflows, forms, and rules route documents and manage exceptions, while case management can cover documents, emails, tasks, approvals, compliance, and verifications. OnBase also supports secure document retention and destruction through the records lifecycle. Listed controls include OCR, version history, granular access control, audit logs, rule-based classification, legal holds, and disposition workflows. Reporting includes interactive dashboards and audit trails. Hyland says its solutions connect with more than 500 unique applications. Deployment options include on-premises and hosted configurations, and OnBase Mobile is accessed through the Hyland Mobile app for iOS and Android. Pricing is on request; the Base subscription is listed for 100 named users, without a price. A free plan is also listed. Hyland is headquartered in Westlake, Ohio, and was founded in 1991.