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Datamatics TruBot vs Ephesoft Transact comparison

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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
Sponsored
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
26
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Datamatics TruBot
Average Rating
8.4
Reviews Sentiment
7.8
Number of Reviews
3
Ranking in other categories
Robotic Process Automation (RPA) (29th)
Ephesoft Transact
Average Rating
7.6
Reviews Sentiment
5.9
Number of Reviews
3
Ranking in other categories
Intelligent Document Processing (IDP) (15th)
 

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.
IS
Offers good UI but needs to improve its integration capabilities
Speaking about how the tool is useful in automating repetitive tasks in our company, I would say that my company started to collect data with the help of Datamatics while also using its GPS tracking features. The tool's UI is much better than the ones offered by other similar products in the market. I recommend the product to others who plan to use it. I suggest that others use their own method of interrogation since it will help them achieve more growth in their organizations through the use of the tool. I rate the tool a seven and a half out of ten.
YS
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.

Quotes from Members

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

Pros

"The most valuable feature is the drag-and-drop interface, which is very Windows-like."
"Web scraping is quite good since it offers a lot of possibilities."
"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."
"I find the ease of use from a programming perspective very valuable."
"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 found the pricing to be very reasonable."
"The most valuable features for my client are timing and scheduling."
"We have tried other RPA solutions like UiPath or Automation Anywhere. They are fantastic products but complex, and it's hard to understand everything. It would be best if you had a skilled developer or several. Automate is easy to implement, administer, and use. It's appropriate for us because our cases are simple and easy to automate. We don't need complicated tools with many features; We prefer to get a significant ROI quickly."
"The solution is inexpensive compared to many other solutions in the market."
"The product's initial setup phase is straightforward and easy to use."
"Ability to calculate the ROI on the jobs that are running."
"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."
"I have found the keyword extraction to be helpful."
 

Cons

"We really need a free development environment for customers. Building and testing automation on production isn't ideal."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"Error messages should be better. For error status, there should be better documentation because a lot of times, error messages that you get are quite vague. For example, you get a message saying that the workflow has run into an unknown status, which is vague. It just tells you that it failed, but you don't know how or why it failed. It makes debugging difficult."
"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 interface could be more user-friendly and easier to navigate."
"The documentation is not that great."
"Would like to see more additions to the library."
"There is a learning curve, and some training could be included to bring users up to speed."
"The stability of the product has certain shortcomings, making it an area where improvements are required."
"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."
"It comes with a package that costs approximately $20,000 USD per year."
"From a distributor's side, one of the biggest selling points is its price point. Without going into any numbers, compared to UiPath, Automation Anywhere, and Blue Prism, we're significantly cheaper. The main difference is that other competitors usually charge you per process. However, in Automate's case, it's priced per bot. So, a bot can run multiple processes at the same time, but you are only priced for a single bot."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"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'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"The tool is expensive."
"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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Top Industries

By visitors reading reviews
Financial Services Firm
15%
Computer Software Company
13%
Manufacturing Company
7%
Healthcare Company
7%
No data available
Financial Services Firm
18%
Computer Software Company
17%
Retailer
9%
Government
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
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.
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...
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...
What do you like most about Datamatics TruBot?
The product's initial setup phase is straightforward and easy to use.
What needs improvement with Datamatics TruBot?
The stability of the product has certain shortcomings, making it an area where improvements are required. The integra...
What do you like most about Ephesoft Transact?
I have found the keyword extraction to be helpful.
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.
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...
 

Also Known As

HelpSystems Automate, Automate
TruBot
No data available
 

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
Aditya Birla Sunlife Insurance Company, IndusInd Bank
Honda Logistics, Washington State Health Care Authority
Find out what your peers are saying about Datamatics TruBot vs. Ephesoft Transact and other solutions. Updated: March 2025.
846,617 professionals have used our research since 2012.