Ephesoft Transact vs Pega Robotic Process Automation comparison

Ephesoft Transact vs. Pega Robotic Process Automation

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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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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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VISHNU VARDHAN CHENNURU

Application Development Team Lead at Accenture

Great for UI creation, helpful support services, and reliable

Excel connectors need to be improved as there are a few connectors in Excel areas. The recording is not at best in Pega Robotics. They could look into it. The interactions with some applications, like Windows and web applications, are a little slow. They need to improve their speed. It should be normal, to open it with other tools. However, right now, it's a little hard. Users should feel they can develop easily. It will sometimes hang while interacting with third-party applications. Instead of adapters, if we had direct interaction of the applications with API and had scripts, that would be better. We have only CSharp supported right now. We'd like to have Python supported. If it was, it would be easier for us and make the solution more flexible. Currently, we are adding three different configuration files, however, if I had the option, I'd prefer to make a single configuration file and then differentiate it in all three environments. It can be difficult to create logic in automation. It's hard than if we used other RPA tools. If they could add more toolbox options, that would be ideal. They need to do what they can to help us reduce complexity in the automation and combine things under, for example, a single control.

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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

"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."

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

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

"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."

"I would rate the technical support as a nine out of ten because it is quite fast and courteous."

"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."

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

More Automate 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."

"The platform's most valuable feature is the ability to perform most tasks reliably. It efficiently integrates with other systems and automates various tasks."

"The solution's automation handling capability has positively impacted the overall automation process in my experience."

"It is a scalable solution."

"Pega is very mature. It's very old. They have grown with time, and they have learned. Other robotic process automation solutions are basically focused on only doing the automation, whereas Pega also gives you a workflow system so that you can create a workflow."

"Pega Robotics offers all the required features to build end-to-end process automation like any other similar tools. It's unique development style using data line and control flow line makes it easy to debug through the flow."

"User-friendly, easy to understand and has many features including the ability to track."

"It is a good and matured solution."

"The most valuable aspect for myself was access to the .net framework. If I couldn't figure something out using the objects that they had provided, I could bring in the .net objects and do so using similar logic that I would in a .net or C sharp coding language. Having that familiarity was helpful."

More Pega Robotic Process Automation pros

Cons

"Fortra's Automate is not as reliable as I would like it to be."

"Sometimes when we communicate with the ERP system and there is an issue, we are not always aware of the specifics of Automate and the source of the problem."

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

"Some companies have asked for voice integration. This is likely part of the roadmap."

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

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

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

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

More Automate 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."

"There have been some scenarios where the bot was not able to replace some of the controls and could not recognize and personalize the task we wanted to automate."

"The development experience needs to be improved."

"The way integration classes are created could be improved."

"I would like to improve the tool's integration features and stability."

"Rule versioning and deployment to enable parallel development could still be improved"

"It is still a niche skill and resources are scarce in the market unless big IT companies are involved."

"Pega Robotic Process Automation can improve the OGR area. You don't have a feature to read documents in computer voices."

"I have faced many scenarios in the business workflow, where a few applications run on the Citrix environment. That could be a critical part of the process without which business won't be able to accept the automation solution. Because of one small bottleneck, you will lose a very good candidate for process automation."

More Pega Robotic Process Automation cons

Pricing and Cost Advice

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

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."

"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."

"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."

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

"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 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."

More Automate 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."

"Pega is as competitive as the basic players such as UiPath or Automation Anywhere. UiPath is the most expensive, but Pega is at par with Automation Anywhere."

"I was not involved in licensing and pricing, but it is worth the cost."

"In terms of Pega Robotic Process Automation pricing, I would rate it a five out of five because the solution has a good price. Pricing is not very high, though I'm unsure of the exact cost, based on my experience, the price for Pega Robotic Process Automation is less than Blue Prism because I worked with a few clients that have both solutions and my clients prefer Pega Robotic Process Automation over Blue Prism particularly because of the licensing costs."

"The licensing cost is too high."

"I would rate the product's pricing a nine out of ten."

"Pega Robotic Process Automation is an expensive solution."

"Pega is pretty costly."

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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

18%

Computer Software Company

17%

Retailer

Government

Financial Services Firm

30%

Computer Software Company

13%

Manufacturing Company

Insurance Company

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.

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 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...

What do you like most about Pega Robotic Process Automation?

The solution's automation handling capability has positively impacted the overall automation process in my experience.

What is your experience regarding pricing and costs for Pega Robotic Process Automation?

I would rate the pricing a six out of ten, with ten being expensive.

What needs improvement with Pega Robotic Process Automation?

The solution's configuration and settings could be more comprehensive.

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Comparisons

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Compared 8% of the time

VisualCron vs Automate

Compared 6% of the time

Blue Prism vs Automate

Compared 6% of the time

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Compared 22% of the time

OpenText Intelligent Capture vs Ephesoft Transact

Compared 21% of the time

ABBYY Vantage vs Ephesoft Transact

Compared 19% of the time

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Compared 43% of the time

Microsoft Power Automate vs Pega Robotic Process Automation

Compared 37% of the time

Blue Prism vs Pega Robotic Process Automation

Compared 13% of the time

Automation Anywhere vs Pega Robotic Process Automation

Compared 7% of the time

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Product Reports

Download Automate product report

Automate

April 2025

Intelligent Document Processing (IDP)

Download Ephesoft Transact product report

Pega Robotic Process Automation

Download Pega Robotic Process Automation product report

Also Known As

HelpSystems Automate, Automate

No data available

Pega RPA, OpenSpan

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

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

With Pega Robotic Process Automation (RPA), organizations can automate the mundane, tedious, time-consuming, manual work that is hampering productivity and efficiency. Whether adjudicating claims, onboarding customers or employees, reconciling financials, updating customer information in systems record, Pega RPA can manage the work across your enterprise.

Pega

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

Honda Logistics, Washington State Health Care Authority

eBay Enterprise, M&I Bank

Ephesoft Transact vs. Pega Robotic Process Automation