No more typing reviews! Try our Samantha, our new voice AI agent.

Fortra's Automate vs Redwood Software - Finance Automation Edition comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Feb 15, 2026

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

Fortra's Automate
Ranking in Robotic Process Automation (RPA)
4th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
39
Ranking in other categories
Business Orchestration and Automation Technologies (5th)
Redwood Software - Finance ...
Ranking in Robotic Process Automation (RPA)
12th
Average Rating
9.0
Reviews Sentiment
7.5
Number of Reviews
3
Ranking in other categories
Financial Close Software (9th)
 

Mindshare comparison

As of April 2026, in the Robotic Process Automation (RPA) category, the mindshare of Fortra's Automate is 3.0%, up from 1.3% compared to the previous year. The mindshare of Redwood Software - Finance Automation Edition is 1.3%, up from 0.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Robotic Process Automation (RPA) Mindshare Distribution
ProductMindshare (%)
Fortra's Automate3.0%
Redwood Software - Finance Automation Edition1.3%
Other95.7%
Robotic Process Automation (RPA)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
IT Project Manager at Labo des histoires
Automate has streamlined workflows and increased efficiency with powerful automation
The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.
RC
Enterprise Architect at a consultancy with 10,001+ employees
Single bot now replaces five associates who previously handled finance processes and eliminates manual errors
Everything seems to be working well. However, I see value in integrating AI for automation. So, I would like to see AI integration for automation in future releases. Ideally, after I perform postings, I would like to leverage a generative AI model. This would allow me to type a query or question directly to the bot, and it would retrieve the information I need. For example, I could ask for the number of invoices, the status of specific invoices, or any other relevant data. Currently, we achieve this by building our own Finance model. So, integrating a pre-built finance model with the tool would be much easier and more efficient for reporting purposes. We're looking at several potential uses for this AI model. It could empower various user groups, including regular finance executives, customers, and even vendors to submit queries. Additionally, our leadership team is interested in using the AI model to generate reports directly on the Redwood dashboard. This functionality could potentially replace the need for BSpoke Solutions and the manual generation of BSpoke reports, streamlining the entire reporting process.

Quotes from Members

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

Pros

"I would recommend Automate because it has made my work much easier."
"The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool."
"We have found the pricing to be very reasonable."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"The installation of HelpSystems was not difficult at all; I'm not technically strong, however, I could do it myself without too many problems, and I found HelpSystems refreshingly easy to install compared to other platforms."
"Overall, the whole product is really nice and provides significant benefits."
"Overall, this is a pretty nice product and I really recommend it because it is very easy to use."
"I would rate the technical support as a nine out of ten because it is quite fast and courteous."
"The out-of-the-box finance modules within the Redwood Finance framework help to speed up the process, versus designing and writing generic BOT code."
"So the best thing is ease of use."
"Unlike other automation tools, Redwood has a unique space in finance automation, where standard SAP modules are used for automating every step in the process, quickly and easily."
"Redwood has a great feature where it logs every transaction. So, at any point, we can see every step taken for each transaction. It creates an audit trail of the entire process execution. It is a really good feature. This eliminates the need for extra coding or report generation. The audit report is readily available within the tool itself."
 

Cons

"The interface could be more user-friendly and easier to navigate."
"The OCR for Hebrew text needs to be improved."
"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."
"Some companies have asked for voice integration. This is likely part of the roadmap."
"One aspect I dislike about Fortra's Automate is that debugging slows me down."
"The intelligent automation feature could be improved. It's interesting because it's simple, but the automation quality isn't always good. It's easy to use, but sometimes you need to make a slight improvement to the automation, and that's not so easy."
"The user interface could be slightly enhanced to make it more modern."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"Mapping the process steps to an existing R2R process quickly would be a definite step forward."
"The room for balancing improvement lies in automation enhancement with respect to the feature areas, considering dealing directly with Excel and reviewing it to do some additional stuff for it in the end system so that reading the right thing, picking up the values, and everything."
"This is where the real challenge is, having a licensing cost that needs to be compared with the existing manual operational cost and coming up with a competitive licensing and pricing model."
"would like to see AI integration for automation in future releases. Post-automation, I envision a generative AI model. If I could ask the bot questions like the number of invoices or their current status, it should be able to provide answers directly."
 

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."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"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."
"Once you buy the software, you just pay for the support for backend help."
"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 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."
"The licensing was purely based on the number of transactions being processed in production."
report
Use our free recommendation engine to learn which Robotic Process Automation (RPA) solutions are best for your needs.
885,667 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Financial Services Firm
10%
Manufacturing Company
9%
Computer Software Company
7%
Outsourcing Company
6%
Manufacturing Company
19%
Performing Arts
11%
Construction Company
9%
Transportation Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business28
Midsize Enterprise11
Large Enterprise9
No data available
 

Questions from the Community

What is your primary use case for HelpSystems AutoMate?
My use case for Fortra's Automate involves repetitive tasks and streamlining file transfer across multiple systems and multiple team members as it serves as a centralized file-sharing platform.
What is your experience regarding pricing and costs for Fortra Automate?
My assessment of the pricing for Fortra's Automate is that it is moderately priced—not expensive, yet not inexpensive either.
What needs improvement with Fortra Automate?
The areas that have room for improvement in Fortra's Automate include the reporting and analytics functionality, where the analytics could be more detailed. Currently, it is difficult to get deep i...
Ask a question
Earn 20 points
 

Also Known As

HelpSystems Automate, Automate
Redwood Business Process Automation - Finance Edition, Redwood Robotics, Redwood Finance Automation
 

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
ArcelorMittal, Alliant Energy, Allianz, Arla, Bacardi, CPS Energy, DSM, Faurecia, Genetech, Jabil, Jumbo,
Find out what your peers are saying about Fortra's Automate vs. Redwood Software - Finance Automation Edition and other solutions. Updated: March 2026.
885,667 professionals have used our research since 2012.