Automation Anywhere vs Ephesoft Transact comparison

Automation Anywhere and Ephesoft are both solutions in the Intelligent Document Processing (IDP) category. Automation Anywhere is ranked #3 with an average rating of 8.3, while Ephesoft is ranked #15 with an average rating of 6.0. Additionally, 95% of Automation Anywhere users are willing to recommend the solution, compared to 50% of Ephesoft users who would recommend it.

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Executive Summary

We performed a comparison between Automation Anywhere and Ephesoft Transact based on real PeerSpot user reviews.

Find out in this report how the two Intelligent Document Processing (IDP) solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

To learn more, read our detailed Automation Anywhere vs. Ephesoft Transact Report (Updated: March 2025).

Buyer's Guide

Automation Anywhere vs. Ephesoft Transact

March 2025

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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

Featured Reviews

Anabel Marco

Account Director at a tech services company with 11-50 employees

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.

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Vatsal Mehta

Co-Founder & CEO at HEDEHI Solutions Pvt. Ltd.

Accommodates diverse use cases and effectively meets customer requirements

AI agents need further improvements. AI agent technology in agentic process automation is still evolving. We have only scratched the surface, and there are many potential use cases yet to be explored. As technology advances, I believe it will enable us to implement more comprehensive automation solutions. Document Automation has issues related to speed. When I compare Document Automation with IQ Bot, IQ Bot is faster than Document Automation. My understanding is that they are still evolving Document Automation, and this issue of slowness will be resolved in the upcoming .35 version, so we are good with that. They are working on signature identification and validations for handwritten documents. Currently, we are able to extract data out of scanned but digital images, but there is still scope for improvement for handwritten documents.

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Yogesh Shendage

OCR Developer at Hexaware Technologies

A stable and scalable smart content acquisition and data classification solution with a useful inject feature

I would advise potential users that Ephesoft Transact is an easy tool to handle. The UI isn't complex, and even if everything isn't handled at the UI level, they can work with the script. You can also handle issues with scripts. I believe Ephesoft Transact is one of the best tools because the UI is an easy one. The UI-level design makes it easy to handle the development and the superior Ephesoft support system. They will give you quick support to resolve issues and provide training materials. They will train the developer, and after training the developers, they will also support them. That's a good good thing that I saw. Initially, when I joined this project, I also had less knowledge. But with the help of this support system and the training material, I now have superior knowledge. On a scale from one to ten, I would give Ephesoft Transact a nine.

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Quotes from Members

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

Pros

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

"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task."

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

"This tool has machine learning and voice recognition and computer vision, which are both quite useful aspects. These aren't available in other tools. It's a good addition to this tool and it gives the solution an edge on the market."

"The ability to connect to websites and pull data is the solution's most valuable feature."

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

"I find the ease of use from a programming perspective very valuable."

"It's very easy to use. That's a big selling point for it. It has got a drag-and-drop interface, so you can quickly deploy bots."

More Automate pros

"I'm impressed with the scalability. We are able to do changes. We are able to scale from different environments now with the Control Room in version 10 and 11. The scalability is pretty good. It is up to the mark of the other market competitors."

"The Object Cloning command is the most useful feature. Through the use of this command, between 30% and 40% of the process automation is complete."

"The dashboards are excellent."

"The Automation Anywhere University is a good tool. It goes topic-by-topic with real-time examples."

"Improved Efficiency : Post RPA services, the efficiency and accuracy of the processes have increased tremendously and now the employees can focus more on important research and analysis work."

"The biggest benefit of Automation Anywhere is that it makes our processes error-free. Accuracy is how you build efficiency within the system and increase productivity."

"The solution helps with reducing operational costs, which can be reduced by up to 30% to 40% in savings in terms of operational cost."

"Movement on cloud architecture according to me provided by AA2019, will be most beneficial as it will be easy to use and will provide flexibility."

More Automation Anywhere pros

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

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

"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."

Cons

"We really need a free development environment for customers. Building and testing automation on production isn't ideal."

"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."

"There is a lack of good development for artificial intelligence, such as machine learning."

"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."

"There is room for improvement regarding cloud functionality; there are a few missing features, and the logging could be better, especially air logging. We can go into logging events and create our own task, but it would be nice if this were more detailed."

"I believe we need to test various OCR tools that assist in evaluating, let's say, six different customer resyncs. We analyze their spending patterns and documentations, but current OCR support has limitations, requiring highly standardized documents, which isn't always the case. With a more advanced OCR system, we could improve processes related to credit risk management and legal matters. We're exploring how to integrate Fortra's Automate with our CRM platform, taking cues from instances where Salesforce seamlessly merged with Automate. However, we use a different CRM, Insight for New Enterprise, and we're seeking ways to connect the automation process within our CRM. We aim for the automation to continue smoothly, even in instances where traditional automation methods might face hurdles."

"The OCR for Hebrew text needs to be improved."

"I would like to see some better web automation, a wizard like the one in the product WinAutomation would be very nice."

More Automate cons

"I need high value products to be created, so I need integration with other solutions. Machine learning and AI need to be integrated with Automation Anywhere. While IQ Bot is a good beginning, our company does not work with manual paperwork since we are already digital. We would like to see more integration with cognitive tools going forward."

"The improvements that we could see would be the increased stability of each A2019 releases and reduce the likely impact on existing features. We are also looking to see improvements in the upgrade and bot deployment processes to make them easier and less interaction with back end servers."

"When a bot is in production, sometimes the keystrokes will not work. I am not sure why, and we have tried to contact technical support. They said that they don't have an answer for this. It happens in the the remote environment when we are deploying a bot into AWS machines. So, technical support said this happens in AWS machines sometimes: If the bot is running and the machine is locked, then at that time, the key strokes will not work. They have provided that solution, but we are trying to avoid keystrokes now."

"Attended automation sometimes might go into exceptions, thus we need to monitor it in-between, then check whether it is working properly. This way, we ensure the bot is working properly."

"To improve the product, one aspect that Automation Anywhere can work on is archiving legacy data effectively. Currently, data older than current versions remains on the server, slowing the system down."

"I never use Automation Anywhere in the attended space because they are bad at that, at least compared to other players like us or UiPath."

"The inclusion of word packages would help us to extract data from Word and automate word-related activities easily."

"The local support in Brazil could improve. While it has gotten better in the last few months, we've struggled as a global company trying to contact them sometimes."

More Automation Anywhere cons

"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's not easy to train."

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

Pricing and Cost Advice

"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."

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

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

"It comes with a package that costs approximately $20,000 USD per year."

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

"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."

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

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

More Automate pricing and cost advice

"Time and monetary savings can range from 20 to 90 percent."

"The licensing cost of Automation Anywhere is better than UiPath and Blue Prism."

"The major reason that we selected Automation Anywhere was the licensing model."

"The pricing is fair. My company is part of a big organization, so the pricing is very advantageous."

"I am using that Automation Anywhere Master Certification for version 11. Recently, this has been updated in Automation Anywhere University. Until this month, it's free to use. There are no charges. That's why I would like to complete it this month."

"I think the pricing is reasonable, but clients often perceive it as expensive."

"UiPath is exceptionally more expensive than Automation Anywhere. UiPath is far ahead of its competition, but in terms of finances, Automation Anywhere offers better value and is more effective for organizations seeking cost-effective solutions."

"This is a value for the money product."

More Automation Anywhere pricing and cost advice

"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."

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

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846,617 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

15%

Computer Software Company

13%

Manufacturing Company

Healthcare Company

Computer Software Company

16%

Financial Services Firm

14%

Manufacturing Company

10%

Healthcare Company

Financial Services Firm

18%

Computer Software Company

17%

Retailer

Government

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

No data available

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.

See all answers

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 scra...

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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 ra...

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How good is Automation Anywhere for RPA processes?

It depends on your use case. Is it simply to automate a couple of processes? Is it to augment a human team? AA is ver...

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How good is Automation Anywhere for RPA processes?

From my experience using AA tool, it depends on the applications that you want to automate, because there some applic...

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How good is Automation Anywhere for RPA processes?

It is a highly preferred RPA tool. You can check my Automation Anywhere Review to know more.

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What do you like most about Ephesoft Transact?

I have found the keyword extraction to be helpful.

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What is your experience regarding pricing and costs for Ephesoft Transact?

The pricing is fair. It's not too expensive. I'd rate the solution seven out of ten.

See all answers

What needs improvement with Ephesoft Transact?

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...

See all answers

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Product Reports

Buyer's Guide

Automate

April 2025

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Buyer's Guide

Automation Anywhere

April 2025

Download Automation Anywhere product report

Buyer's Guide

Intelligent Document Processing (IDP)

March 2025

Download Ephesoft Transact product report

Also Known As

HelpSystems Automate, Automate

Automation Anywhere, Testing Anywhere, Automation Anywhere Enterprise

No data available

Overview

Automate offers a user-friendly solution with a drag-and-drop interface for efficient task automation and integration with major platforms like SAP and Azure, making it ideal for quick deployment with minimal coding and training.

Automate provides powerful features for businesses seeking efficient automation, offering compatibility with databases, email integration, and cloud platforms. Its simple interface supports both beginners and experienced users, simplifying tasks like invoice processing, HR automation, and data transformation. Cost-effective pricing and flexible licensing enhance its appeal while integration capabilities and scheduling tools ensure smooth workflow automation.

What are Automate's Key Features?

Drag-and-Drop Interface: Simplifies automation with intuitive design.
Integration Capabilities: Connects with platforms like SAP and Azure for seamless data flow.
Database and FTP Triggers: Enhances automation potential through direct data interaction.
Efficient Scheduling: Automates tasks with precise timing and control.
Web Scraping: Automates data extraction for quick analysis and reporting.

What Benefits and ROI Should Users Expect?

Rapid Deployment: Minimizes coding efforts for quick implementation.
Cost-Effectiveness: Offers flexible pricing models to suit budget constraints.
Operational Efficiency: Reduces manual workloads and enhances productivity.
Comprehensive Integration: Facilitates improved data management across systems.
Scalability: Adapts to growing business needs with ease.

In industries such as healthcare, banking, and logistics, Automate is used for tasks like invoice payment automation, data transformation, and task automation. This leads to streamlined processes and reduced manual workload, illustrating its value in enhancing operational efficiency through diversified workflows.

Fortra

Automation Anywhere offers a robust automation platform known for its user-friendly interface, flexible scalability, and advanced automation capabilities. It's designed to streamline operations across industries by automating manual and repetitive tasks.

Automation Anywhere empowers organizations with its easy-to-use platform that simplifies automation processes through its drag-and-drop functionality. With features like MetaBot and IQ Bot, it provides advanced automation solutions. The platform seamlessly integrates with business applications, ensuring efficient operation and data protection through security features like the credential vault. Despite its strengths, there is room for improvement in integration with source control systems and third-party applications. Enhancing UI friendliness, IDE capabilities, and licensing flexibility, along with improved support in the Citrix environment, are needed. Better OCR accuracy, AI functionalities, and Excel integration would enhance user experiences.

What are Automation Anywhere's key features?

Ease of Use: Offers a user-friendly platform that allows straightforward automation of processes for non-technical users.
Advanced Bots: Includes MetaBot and IQ Bot for complex automation tasks.
Integration: Seamlessly integrates with business applications for smooth operations.
Security: Features like credential vault ensure robust data protection.
Scalability: Provides flexibility and scalability for expanding automation needs.

What benefits and ROI should users look for?

Efficiency: Automates repetitive tasks, enhancing process efficiency.
Accuracy: Improves accuracy in operations like finance and HR.
Scalability: Offers scalable solutions for growing enterprises.
Cost Reduction: Reduces operational costs by streamlining processes.
Flexibility: Adapts to various industry requirements allowing broad implementation.

In the finance sector, Automation Anywhere is used for tasks like accounts payable, accounts receivable, and invoice processing. In HR, it's implemented for onboarding, payroll, and attendance verification. Its deployment also extends to supply chain, compliance, and customer service, providing streamlined operations by automating complex business processes.

Automation Anywhere

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

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

Google, Linkedin, Cisco, Juniper Networks, DellEMC, Comcast, Mastercard, Quest Diagnostics

Honda Logistics, Washington State Health Care Authority

Buyer's Guide

Automation Anywhere vs. Ephesoft Transact

March 2025

Free Report: Automation Anywhere vs. Ephesoft Transact

Find out what your peers are saying about Automation Anywhere vs. Ephesoft Transact and other solutions. Updated: March 2025.

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