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Automate vs IBM Datacap comparison

 

Comparison Buyer's Guide

Executive Summary

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

Automate
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
26
Ranking in other categories
Robotic Process Automation (RPA) (5th)
IBM Datacap
Average Rating
7.6
Reviews Sentiment
6.7
Number of Reviews
27
Ranking in other categories
Intelligent Document Processing (IDP) (7th)
 

Featured Reviews

Anabel Marco - PeerSpot reviewer
Automates processes efficiently with cost-effective scaling and robust customer support
Web scraping is quite good since it offers a lot of possibilities. Another important feature for me is its compatibility with MBI, the Power that is ISEQUADO Centers. I appreciate the ability to scale and increase the number of bots or studios without additional expense. Automate's non-reliance on additional orchestrators makes it quite cost-effective.
DeekshithShetty - PeerSpot reviewer
High-accuracy document processing with easy integration and good image enhancement
The OCR extractions are very good, almost 100% accurate now. The integration with other tools is very easy, with inbuilt actions to configure and directly export to multiple depositories. It is also good at image enhancement, including the removal of lines, which is helpful in processing and automation and ensures very little user intervention, thus saving time.

Quotes from Members

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

Pros

"We have found the pricing to be very reasonable."
"This product is quite easy to install, learn, and use, with our new employees being able to start using it in projects for clients after only two weeks of internal training."
"The product effectively handles all the tasks we require."
"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."
"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added."
"The most valuable features for my client are timing and scheduling."
"There's something that's very unique about IBM DataCap. It provides me with a good solution for extracting, reading the QR codes, and scanning them. In this stage, we are working in a UIT phase before implementing this protocol in all our branches. From my initial observation, IBM DataCap is good, it is not working too fast, but in a good manner for us."
"The solution offers many features that are beneficial for customers."
"The big thing these days is really the Insight Edition component and being able to build annotators to extract from literally unstructured content: paragraphs and information where there's no start anchor point to define where that data is located. There could be a number of entities in that which you have to draw information from. Being able to extract from them is really the differentiator today between that product and many of the other products..."
"It helps companies figure out how to use advanced imaging techniques, processes, best practices, and other tools."
"The feedback from our clients that this solution has increased their efficiency and their turnaround time on opening any account for end users, thus attracting more customers."
"The most valuable features of IBM Datacap is the capturing and recognizing of pages, documents as well as the scanner and barcodes."
"I like Datacap's integration with FileNet because financial companies use that export. The second part is web services integration, which is effortless to implement."
"Both Datacap Studio and Datacap Navigator are great features."
 

Cons

"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."
"It's possible that they could use a stronger community for seeking guidance and help."
"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 workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially."
"The interface could be more user-friendly and easier to navigate."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."
"The OCR for Hebrew text needs to be improved."
"Its weaknesses are primarily tied to the lack of available resources and expertise in the market to effectively support and provide solutions and services to each customer for seamless implementation. Expertise in this specific product is rare throughout the market. One key reason is the product's limited downloads. Additionally, archiving solutions are often perceived as complex and challenging, dissuading many companies from venturing into this domain. Consequently, partners who specialize in archiving solutions are always seeking straightforward, uncomplicated options that are easy to manage and meet customer expectations."
"Recognition between certain numbers and letters could be improved. Sometimes this solution misreads five with an "S" for Singapore."
"When I scan a document in Datacap that has a watermark or the document is a little distorted, the image output is poor. It either becomes completely black, or there is so much distortion that we cannot read the numbers or the addresses mentioned in the POD. When we scan a document, we expect the output to be at least 95 percent accurate."
"Reporting and analytics seem to often be something of an afterthought. With Datacap, they've started building out some dashboards, but one thing we hear from our clients a lot is, "Well, gee, we really love reports. What Datacap has is not really helpful. We'd like something better. We'd like more dashboards." That's one area where we've seen some feedback that the product could do better."
"Currently, when you are entering invoices, you have to enter multiple rows. In Captiva the multiple rows will be dynamically added. This would be a beneficial feature for IBM to add."
"The user interfaces for exception processing can be tweaked. I commonly find that we try to tweak and customize some of those components to more of what the industry standard is. The product is still trying to play catch-up a little bit in those areas."
"The interface can be more intuitive."
"The IBM Datacap site actually is on the newer inside. They will give it as a plugin only."
 

Pricing and Cost Advice

"Once you buy the software, you just pay for the support for backend help."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"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."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"I believe the price falls within a reasonable range, which significantly influenced our decision regarding the product. This aspect is crucial for any technological solution, especially in our country where enterprises might be hesitant to invest heavily in something untested or uncertain about its practicality and potential returns."
"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."
"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."
"We were using the User Value Unit licensing, which means we get charged per active user of the system, and if I'm not mistaken, we also had it for the rule runner service. They had a PVU license model, which is a processor value unit. For each process that we have in our system, we pay a certain amount of money. We found the pricing to be quite steep. It was really an expensive solution in comparison to Kofax, which had a different licensing model and was actually cheaper overall because they charge per page and not per user and per process."
"Pricing depends on how much we use it. We pay per bulk quantity. We pay as you go. Therefore, it sort of depends on our usage of it."
"IBM could offer more competitive pricing. This would allow them to attain more users. Some of our clients are considering moving to a different solution called Encapture which is similar but offers more competitive pricing."
"You save a lot of time and money, but the benefit is you have people who are able to run the systems, check to see if there are any errors at all, and there are a lot less errors than a human system."
"This solution offers seamless integration with other enterprise products, which is my area of responsibility, focusing on government sector projects. Larger enterprise projects don't pose problems. It might be suitable for small businesses as well."
"It is an expensive solution."
"This solution offers seamless integration with other enterprise products, which is my area of responsibility, focusing on government sector projects. Larger enterprise projects don't pose problems. It might be suitable for small businesses as well."
"It varies, and it depends on the client's requirements and negotiations. Nowadays, Datacap is also included in the IBM Cloud Pak for Business Automation."
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Top Industries

By visitors reading reviews
Financial Services Firm
15%
Computer Software Company
13%
Manufacturing Company
7%
Healthcare Company
7%
Financial Services Firm
18%
Computer Software Company
15%
Government
13%
Insurance Company
9%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
 

Questions from the Community

What do you like most about HelpSystems AutoMate?
We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.
What is your primary use case for HelpSystems AutoMate?
I am a consultant and I am making a lot of processes in human resources, payroll, certifications, trainings, web scraping, pre-reporting, and many processes that need to be automated on the web. My...
What is your experience regarding pricing and costs for Fortra Automate?
The pricing is quite good compared to its competitors. Competitors are often more expensive than Automate. I would rate the pricing as an eight out of ten.
What do you like most about IBM Datacap?
The installation of the solution is very simple.
What needs improvement with IBM Datacap?
When a client's requirement is not available in Datacap, out-of-the-box actions should be simpler to implement and not very complex. There should be an AI feature where a requirement from the clien...
 

Comparisons

 

Also Known As

HelpSystems Automate, Automate
Datacap
 

Overview

 

Sample Customers

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
Turkcell, PowerSouth Energy Cooperative, Central Nacional Unimed, Conqord Oil
Find out what your peers are saying about Automate vs. IBM Datacap and other solutions. Updated: March 2025.
846,617 professionals have used our research since 2012.