Ephesoft Transact vs WorkFusion comparison

Ephesoft and WorkFusion are both solutions in the Intelligent Document Processing (IDP) category. Ephesoft is ranked #15 with an average rating of 6.0, while WorkFusion is ranked #8 with an average rating of 7.4. Additionally, 50% of Ephesoft users are willing to recommend the solution, compared to 84% of WorkFusion users who would recommend it.

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Executive SummaryUpdated on Oct 10, 2024

WorkFusion and Ephesoft Transact vie for prominence in the intelligent automation and document management landscape. Data comparisons suggest WorkFusion excels in user satisfaction concerning pricing and support, yet Ephesoft Transact holds an edge in advanced features, meriting the investment according to user feedback.

Features: WorkFusion stands out with its robust automation capabilities, AI-driven insights, and flexible integration with other platforms. Ephesoft Transact, in contrast, offers extensive document capture, accuracy in data extraction, and seamless integration with existing enterprise systems.

Ease of Deployment and Customer Service: WorkFusion tends to have a straightforward cloud deployment with responsive customer service. Ephesoft Transact provides a hybrid deployment model with a slightly steeper learning curve but offers dedicated support that enhances customer experience. WorkFusion is favored for its quicker setup, while Ephesoft Transact is recognized for its comprehensive support structure.

Pricing and ROI: WorkFusion is often seen as having a competitive setup cost that yields substantial ROI through its automation capabilities. Ephesoft Transact, although perceived as more costly upfront, often justifies its price through significant enhancements in document processing efficiency. WorkFusion offers a cost-effective entry with impressive return prospects, whereas Ephesoft Transact, though higher in initial expense, delivers strong ROI by optimizing business processes.

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

Buyer's Guide

Ephesoft Transact vs. WorkFusion

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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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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Shamus Cardon

IT Engineer III at a healthcare company with 10,001+ employees

It has improved our accuracy since we are eliminating the human error element. There could be better version control through their web platform.

We only have our engineering team writing code and developing business processes since it is very technical. In terms of data extraction and training the ML models, we deployed that to our accounts payable department, which has fewer technical users than our engineering team. After a handful of training sessions, they were able to get in there and use it with decent accuracy. It could be better, but it is definitely better than nothing. One of the big upgrades that I know is happening in version 10 is an improvement to their tagging interface. That is definitely something that I am excited about to sort of reinvigorate our more non-technical users in information extraction from our documents. There could be better version control through their web platform. That is something that could be improved on. Integration from the IDE, e.g., from WorkFusion Studio directly into Control Tower, would be nice to have too.

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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."

"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."

"The most valuable feature is the drag-and-drop interface, which is very Windows-like."

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

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

"The most valuable features for my client are timing and scheduling."

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

"I actually quite liked the no-coding functionality."

More Automate pros

"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."

"It really does help by either freeing up people's time to focus on more value-added tasks or reducing headcount. We generally have other things that we can get people to do, helping make the employees' work more meaningful since they are not having to do the mundane stuff."

"We need to analyze documents in order to understand them. We don't need to dedicate much time to this because WorkFusion's machine learning capabilities are very good. We can easily extract information and classify these documents. The document processing engine is very important to our organization because it is the center for many use cases, as we need to control the information contained in documents."

"The document processing engine is good. We're extracting around 70 data points from a given document, and we have an automated extraction rate of 80 percent for those fields."

"We have been very pleased with the speed and decisiveness of WorkFusion, which is able to quickly provide a disposition note or escalate to a human for additional review."

"The Control Tower enables us to create and use workflows. It helps us run processes. There are a lot of small features, but the Control Tower is a very good feature, wherein we can create bots and schedule them as well as create different instances of them to run in different regions."

"We recommend different solutions based on our customers' needs, and WorkFusion is what we offer for those who need a premium solution."

"The tool itself is easy. I started using it without really having any coding experience... After just a few clicks, it was doing reconciliations for me."

"It is useful that WorkFusion provides the entire infrastructure, which allows me to focus on writing code without worrying about maintenance."

More WorkFusion pros

Cons

"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."

"It would be an improvement if Automate had better stability tools, whether by recommending a certain amount of memory because it can be a memory hog at times."

"They do not encrypt passwords, so this is an issue with HIPAA compliance."

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

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

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

"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."

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."

"So far, we have developed only one automation using machine learning. The results were less than optimal. Part of this could be because of the use case that was selected. Overall, our experience was suboptimal. WorkFusion was an outstanding partner in terms of providing their experts for free to help us on that particular use case, but we still have a lot of things to figure out in terms of how to use its machine learning capability."

"We have had some problems in the past with the Inspector tool that looks at the elements on the screen. Replacing it or improving it is needed."

"We would like to see further improvement in the area of running headless."

"Where it can be improved is the speed. I built two bots, one with WorkFusion and the same thing with Python. My feeling was that the speed at which Python did things, how fast it did them, was quite cool. It was faster."

"We had some issues in the past, but it is fairly stable now. From what I hear, it is more stable in the later versions. With version 10.1.4, there were some issues relating to load distribution. However, it is good now."

"On a scale of 1 - 10 I would rate them a 6. That's not low - that 60%. But as I said, it needs to be upgraded and modified."

"If we're talking from a developer perspective, the task of actually building automation is not ideal. That's not their strong side."

"The problem with the solution is that it is agnostic, so it's not made for banks. Sometimes we are challenged because of this. We have to make everything from scratch to make it work for our clients."

More WorkFusion cons

Pricing and Cost Advice

"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."

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

"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."

"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."

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

"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."

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

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."

"The overall cost could come down a bit in terms of maintaining the servers. Because it can handle complicated things in big use cases, the infrastructure is also correspondingly big. It would be nice to bring that cost down."

"One upgrade took a year to do, from the first server being built to the last bot being migrated. This was because we had to migrate all our existing bots. This is the same process and time frame that we are expecting towards the upcoming upgrade. I will end up spending half a million dollars to do an upgrade."

"My client is using RPA Express, which is available for them to use free of charge."

"Find it online."

"The pricing is fair because WorkFusion's out-of-the-box solution is appealing."

"The solution was not the cheapest, but it was also not the most expensive. Workfusion was very open to negotiating pricing and to working within the objectives of our firm."

"It is not the most expensive solution, but it is also not the cheapest."

"We have a good deal from WorkFusion. We have an unlimited global licensing deal with WorkFusion. For us, it is a no-worry solution. We can go ahead and use it as much as possible anywhere we need it. If WorkFusion has a different kind of a deal for licensing with others, then their business decisions need to be evaluated based on that."

More WorkFusion pricing and cost advice

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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

29%

Computer Software Company

14%

Government

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.

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...

See all answers

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 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

What do you like most about WorkFusion?

If you compare it to its competitors in the market, it is more Java-native.

See all answers

What is your experience regarding pricing and costs for WorkFusion?

Currently, I would rate their pricing around two, as WorkFusion's cloud version seems costly compared to others. Howe...

See all answers

What needs improvement with WorkFusion?

WorkFusion requires a high level of Java knowledge for programming, making it quite technical. Although they are movi...

See all answers

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Product Reports

Buyer's Guide

Automate

April 2025

Download Automate product report

Buyer's Guide

Intelligent Document Processing (IDP)

March 2025

Download Ephesoft Transact product report

Buyer's Guide

WorkFusion

March 2025

Download WorkFusion product report

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

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

WorkFusion, Inc. is the creator of AI-enabled Digital Workers designed specifically for banking and financial services organizations. Its Digital Workers are true knowledge workers that effectively augment existing teams in functions like anti-money laundering (AML), sanctions, customer onboarding, Know Your Customer (KYC), and customer service. WorkFusion’s digital workforce solutions help solve talent shortages, increase workforce capacity, save money, enhance employee and customer satisfaction, and ensure ongoing compliance. For more information visit workfusion.com.

WorkFusion

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

Deutsche Bank, Amerant Bank, Bank of Asia, Scotiabank, Bank of Montreal, LPL Financial, Carter Bank & Trust, Selective Insurance, HPE, Canadian Tire, Standard Bank, Humana, New York-Presbyterian, Houston Methodist, Six Financial, State Street

Buyer's Guide

Ephesoft Transact vs. WorkFusion

March 2025

Free Report: Ephesoft Transact vs. WorkFusion

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