Ephesoft Transact vs Fortra's Automate comparison

Ephesoft and Fortra are both solutions in the Robotic Process Automation (RPA) category. Additionally, 50% of Ephesoft users are willing to recommend the solution, compared to 97% of Fortra users who would recommend it.

Ephesoft Transact

Read 3 Ephesoft Transact reviews

555 Views
433 Comparison Views

50% willing to recommend

Fortra's Automate

Read 38 Fortra's Automate reviews

3,556 Views
2,631 Comparison Views

97% willing to recommend

Ephesoft Transact

Fortra's Automate

Comparison Buyer's Guide

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Executive Summary

We performed a comparison between Ephesoft Transact and Fortra's Automate based on real PeerSpot user reviews.

Find out in this report how the two Robotic Process Automation (RPA) solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

To learn more, read our detailed Ephesoft Transact vs. Fortra's Automate Report (Updated: December 2025).

Buyer's Guide

Ephesoft Transact vs. Fortra's Automate

December 2025

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Helped 881,733 peers since 2012

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Categories and Ranking

Ephesoft Transact

Average Rating

7.6

Reviews Sentiment

5.9

Number of Reviews

Ranking in other categories

Intelligent Document Processing (IDP) (15th)

Fortra's Automate

Average Rating

8.6

Reviews Sentiment

7.1

Number of Reviews

Ranking in other categories

Robotic Process Automation (RPA) (4th), Business Orchestration and Automation Technologies (5th)

Featured Reviews

reviewer2155206

Software Development Consultant at a hospitality company with 1-10 employees

Average solution with good workflow but needs to improve machine learning

The configuration can be a bit much. The AML engine part could be better. It's not easy to train. It's not so easy to train the system. If it's not trained, the accuracy will be off. They need to improve data quality. They need to start from scratch with the AML. They need to add on the document processing tool. It's getting there; it just need to be expanded. I haven't used the reporting too much. However, it would be helpful to have it more robust. The solution does require a lot of RAM.

Read full review

Jane Rachma Kiniti

IT Project Manager at Labo des histoires

Automate has streamlined workflows and increased efficiency with powerful automation

The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.

Read full review

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"I have found the keyword extraction to be helpful."

"I like the inject feature. With desktop injects, we're doing all these things and extracting these things. Its stable, scalable, and technical support is good."

"Transact's best feature is its ease of customization."

"The interface is simple, user-friendly, and very intuitive."

"The solution is continuously adding more integrations to help with workflows and bot and task creation."

"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."

"The pricing is excellent. I would give them perfect marks in that regard."

"The drag and drop workflow builder is what I genuinely appreciate about Fortra's Automate, as it allows me to sketch out logic the way I am thinking about it, is visual, reduces the back and forth of writing scripts from scratch, and is quite friendly for people who are not hardcore developers."

"We are still in the process of rolling it to production and tweaking it (our AD groups are a mess), but the improvements are priceless. Having users ID's created the same way every time without human error is the best part. We don't need to worry about why groups were not added, user rights not set to folders or missing a private folder being created, typos or just even knowing when things are done and logged."

"We have done the setup in the last eight months, my team of approximately ten to twelve team members were doing manual jobs, and Fortra's Automate is doing that with three or four bots we have set up, doing this job without any errors and really reducing my manual work and the human errors which were done by my team so I don't need to re-verify data or invest time in this."

"Automate increases efficiency and eliminates errors during documentation and invoicing processes."

More Fortra's Automate pros

Cons

"It's not easy to train."

"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."

"Their email service and extraction could be better. We get the input via email, and these emails contain different types of documents like Excel, PDF, or they may contain different content in the email body. Due to this variation, sometimes the email service crashes, and emails aren't redirected to Ephesoft Transact. Ephesoft has provided us with new hotfixes. Whatever flaws we found in the 2019.2 version, they have already updated it in the new version, 20.1.05, and it's already released. Drawbacks like not capturing the handwritten fields are now sorted."

"It would be an improvement if Automate had better stability tools, whether by recommending a certain amount of memory because it can be a memory hog at times."

"The product also has a limited use case in some respects."

"Automate could simplify the UI for creating a workflow for automation. As a technical person, I can understand it easily. However, there are few activities in the software that our HR department cannot understand."

"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."

"While this solution is continually improving, as it is now, the user interface could use improvement when I compare it to a product like UiPath."

"The licensing cost is high, as per my perspective, in the automation with Fortra's Automate."

"The interface could be more user-friendly and easier to navigate."

"The user interface could be slightly enhanced to make it more modern."

More Fortra's Automate cons

Pricing and Cost Advice

"Transact's pricing could be better for smaller customers."

"Initially, when I got a licensed copy of Ephesoft Transact, it was for one year. After one year, we had to send an email to the Ephesoft team informing them that our license was going to expire. They updated it and provided one license in our file, and we had to update and install the folder. They have versions for one year and lifelong as well."

"Once you buy the software, you just pay for the support for backend help."

"It has gone up in price. The price of Fortra's Automate has increased since we first started using it. It does a lot but also costs a lot. It was a lot more affordable before Fortra owned the software."

"I like the way this solution is priced because you can buy a license, or you can buy the software outright."

"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."

"While solutions like UiPath and Blue Prism cost around $11,000-$12,000 for each license, this product costs around $7,000 and you can keep it forever."

"The pricing is quite reasonable. We can run the process with one bot. The limitation is at the server level because they have some resources, and sometimes that is enough. It isn't too expensive, so you can get a good return off of one, and you can also have a pack of five bots that is quite competitive."

"From a distributor's perspective, one of the biggest selling points of Automate is its price point."

"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."

More Fortra's Automate pricing and cost advice

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Top Industries

By visitors reading reviews

No data available

Financial Services Firm

11%

Manufacturing Company

Computer Software Company

Performing Arts

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

No data available

By reviewers
Company Size	Count
Small Business	26
Midsize Enterprise	10
Large Enterprise	9

Questions from the Community

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What is your primary use case for HelpSystems AutoMate?

I use Fortra's Automate for IT operations as an automated repetitive workflow task, handling tasks like file transfer, job scheduling, SAP data pools, and system notifications.

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What is your experience regarding pricing and costs for Fortra Automate?

I am somewhat aware of Fortra's Automate's pricing, and I can say it is budget-friendly—not too cheap or too high. The pricing is on point.

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What needs improvement with Fortra Automate?

Fortra's Automate is good overall, but the advanced logic is somewhat challenging. Some of the more complex branching and error handling require digging into documentation or trial and error before...

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Product Reports

Buyer's Guide

Intelligent Document Processing (IDP)

January 2026

Download Ephesoft Transact product report

Buyer's Guide

Fortra's Automate

February 2026

Download Fortra's Automate product report

Also Known As

No data available

HelpSystems Automate, Automate

Overview

Ephesoft provides intelligent document processing solutions with industry-leading technology to help enterprises maximize their productivity. Using AI and patented machine learning technology, Ephesoft’s platform captures data from documents, enriches it with context and amplifies the power of that data, adding intelligence to accelerate any business process and drive successful digital transformation. Once the data is unlocked, Ephesoft classifies it and easily export the data into any ERP, Content Services, RPA, Workflow or other repository.

Customers who have a high volume of valuable documents like invoices, records, contracts, mail, claims or loans, can benefit by accelerating and streamlining processes, eliminating manual data entry and boosting productivity. It’s time to automate your processes and get work done faster.

Ephesoft

Fortra's Automate offers a user-friendly platform for task automation, featuring a drag-and-drop interface that aids in scheduling, file management, and integrating with services like Azure and AWS.

Fortra's Automate provides substantial ease in automating complex tasks through its intuitive design. It offers seamless integration capabilities, especially with Azure and AWS, and comes equipped with strong error handling. Cost-effective and requiring minimal coding, it supports a broad range of industries by effectively automating tasks such as HR operations, invoice management, and data processing across servers.

What features stand out in Fortra's Automate?

Drag-and-Drop Interface: Simplifies task setup and automation without deep coding expertise.
Scheduling and File Management: Ensures efficient, automated handling of tasks and file transfers.
Integration Capabilities: Works with platforms like Azure and AWS for enhanced performance.
Error Handling: Offers solid solutions to manage and resolve task execution errors.
Minimal Coding: Facilitates automation with limited coding requirements, broadening accessibility.

What benefits should users consider in reviews?

Cost-Effectiveness: Provides affordable licensing options for diverse businesses.
Operational Efficiency: Enhances productivity by automating repetitive tasks, reducing manual errors.
Versatility: Adapts well across sectors like banking, healthcare, and transportation.
Robust Support: Offers extensive assistance with automation features.
IT Compatibility: Easily integrates into existing IT infrastructures.

In industries such as healthcare and transportation, Fortra's Automate facilitates the automation of client management, HR operations, and data processing, boosting efficiency. Banks utilize it for managing extensive invoice workflows, while distribution sectors rely on its capabilities for insurance checks and system support. Its applicability across servers makes it a valuable tool for any sector seeking to reduce manual workload and improve task accuracy.

Fortra

Sample Customers

Honda Logistics, Washington State Health Care Authority

Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories

Buyer's Guide

Ephesoft Transact vs. Fortra's Automate

December 2025

Free Report: Ephesoft Transact vs. Fortra's Automate

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