AutomationEdge vs Ephesoft Transact comparison

AutomationEdge and Ephesoft are both solutions in the Robotic Process Automation (RPA) category. Additionally, 84% of AutomationEdge 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 AutomationEdge and Ephesoft Transact 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 AutomationEdge vs. Ephesoft Transact Report (Updated: March 2025).

Buyer's Guide

AutomationEdge vs. Ephesoft Transact

March 2025

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Helped 846,617 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

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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BhargavJotva

Associate Manager - Retail Banking Operation at IDFCFIRST

An RPA tool to automate functions, tasks, and processes that also allows users to do coding from the scratch

The initial setup of AutomationEdge was satisfactory for our company. For deployment for a large process, it will take around two months to develop the process. Else, it can be done in fifteen days. My organization gets to automate the banking processes using the solution. There are different requirements for different departments. Finance departments need something to automate their processes, and the requirements may vary for the information management department. There is a different type of automation requirement if there are some secretive documents that we have to keep on triggering mail.

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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

"Overall, the whole product is really nice and provides significant benefits."

"Web scraping is quite good since it offers a lot of possibilities."

"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 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."

"The best feature of Automate is its ease of use, which is a major selling point."

"We have found the pricing to be very reasonable."

"The most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities."

More Automate pros

"The initial setup was easy and straightforward."

"We can quickly adapt to our end users."

"The ability to automate our processes with external plug-ins and zero code is the most valuable feature."

"If we want to change your processes, we can code it from scratch, making it a beneficial feature of the product."

"It helps us with cost optimization and easy implementation."

"The studio design is fine compared to other similar products. There is nothing extraordinary about it, but at the same time, there are not any negatives."

"It is a valuable tool for developing efficient solutions, especially in finance and banking."

"The product's most valuable feature is the executor."

More AutomationEdge pros

"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."

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

Cons

"I currently have three bugs open with them that I don't know if they are addressed in the new release."

"The vendor is currently working on a solution that allows us to automatically create a process that is based on a document that we receive via email."

"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."

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

"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 would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."

"The documentation for errors needs improvement as many of the error messages we receive are very vague."

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

More Automate cons

"The price of the solution could be improved."

"AutomationEdge's ecosystem has shortcomings and needs improvement. When we compare AutomationEdge to other RPA tools in our company, we find that it has a very minor online community."

"They could provide more technologies for IT and security to enhance machine learning capabilities."

"With the solution, customizing software can be time-consuming."

"With other automation solutions in the market, we can simulate the process in our notebooks where the solution creates the code for us, but with AutomationEdge we can't do this."

"AutomationEdge's primary issue is its price point, especially compared to other products."

"It's not an intuitive tool."

"The ease of use is the main thing on which they really have to focus. If they want to go against the giants, it should be improved in ease of use, and it should be more user-friendly. It would be helpful because everyone should be empowered irrespective of whether they know how to code or not. They should enhance its user interface and make it more intuitive."

More AutomationEdge 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."

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."

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

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

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

"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."

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

"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."

More Automate pricing and cost advice

"Pricing can be made better. Currently, I think the pricing is based on the market. The pricing also depends on the business partners that offer you the solution."

"Price-wise, AutomationEdge is pretty affordable, making it not so expensive when you compare this with other tools in the market."

"The licensing for this solution should have a more competitive pricing model. The price is in the top five of similar products."

"I give the price of the solution a nine out of ten."

"It is expensive but its value can justify the cost."

"If you are looking for a budget solution, you can consider AE. It has all the features. Scaling it is way easier because of the cost itself."

"The product is available at the lowest price."

"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

Financial Services Firm

24%

Computer Software Company

15%

Real Estate/Law Firm

Manufacturing 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.

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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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What do you like most about AutomationEdge?

It helps us with cost optimization and easy implementation.

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What is your experience regarding pricing and costs for AutomationEdge?

I rate AutomationEdge's pricing as a six to seven. It is expensive but its value can justify the cost.

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What needs improvement with AutomationEdge?

AutomationEdge's primary issue is its price point, especially compared to products from companies like Microsoft that...

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What do you like most about Ephesoft Transact?

I have found the keyword extraction to be helpful.

See all answers

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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AutomationEdge

April 2025

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Intelligent Document Processing (IDP)

March 2025

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Also Known As

HelpSystems Automate, Automate

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

AutomationEdge is an Intelligent Robotic Process Automation product which comes bundled with key essential technologies for automation of front office, middle office, back office and IT operations.
AutomationEdge provides Chatbots, Intelligent Automation bots, AI and Machine Learning capabilities that help clients reduce costs, improve response time, grow business and achieve compliance. AutomationEdge provides ready Bots and development environment to build new Bots.

AutomationEdge

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

Smart Dubai Government (SDG)

Honda Logistics, Washington State Health Care Authority

Buyer's Guide

AutomationEdge vs. Ephesoft Transact

March 2025

Free Report: AutomationEdge vs. Ephesoft Transact

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

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See our AutomationEdge vs. Ephesoft Transact report.

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