Fortra&#39;s Automate vs WorkFusion comparison

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Fortra's Automate

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Executive SummaryUpdated on Dec 4, 2024

Fortra's Automate and WorkFusion both compete in the automation software category. Fortra's Automate seems to have the upper hand in ease of use and quick deployment, while WorkFusion excels in advanced cognitive features and document processing capabilities.

Features: Fortra's Automate is known for its ease of use with a drag-and-drop interface, seamless system integration including SAP, and comprehensive automation features like email and FTP/SFTP integrations. WorkFusion offers robust machine learning, advanced document processing, and extensive RPA capabilities but requires more technical expertise.

Room for Improvement: Fortra's Automate could improve its web automation features, handling of global variables, and provide better documentation and community support. WorkFusion needs to simplify its setup, lower the technical requirements for non-technical users, and improve its OCR capabilities. Pricing models and high infrastructure costs are also areas for improvement for WorkFusion.

Ease of Deployment and Customer Service: Fortra's Automate is typically deployed on-premises, offering stability but potentially restricting scalability. Its customer service is highly rated for responsiveness. WorkFusion offers flexible deployment across public, private, and hybrid clouds but receives mixed reviews on customer service due to product complexity requiring additional assistance.

Pricing and ROI: Fortra's Automate provides competitive pricing with a per-bot pricing model allowing concurrent multiple process execution without extra costs, achieving ROI within 90 to 120 days through reduced labor costs. WorkFusion, while not the most expensive, initially costs more than Automate due to significant infrastructure investment, resulting in a longer time to ROI. However, its comprehensive features are valuable for larger enterprises.

To learn more, read our detailed Fortra's Automate vs. WorkFusion Report (Updated: January 2025).

Fortra's Automate vs. WorkFusion

January 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

Fortra's Automate

Ranking in Robotic Process Automation (RPA)

5th

Average Rating

8.4

Reviews Sentiment

7.1

Number of Reviews

Ranking in other categories

No ranking in other categories

WorkFusion

Ranking in Robotic Process Automation (RPA)

15th

Average Rating

7.6

Reviews Sentiment

6.9

Number of Reviews

Ranking in other categories

Process Automation (22nd), Intelligent Document Processing (IDP) (8th)

Mindshare comparison

As of February 2025, in the Robotic Process Automation (RPA) category, the mindshare of Fortra's Automate is 1.3%, up from 1.0% compared to the previous year. The mindshare of WorkFusion is 1.5%, up from 1.5% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Robotic Process Automation (RPA)

Featured Reviews

Anabel Marco

Account Director at a tech services company with 11-50 employees

Can automate several processes with only one bot and is easy to implement, administer, and use

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. We can automate several processes with only one bot, so it's much cheaper than other products where you need to buy additional licenses. We need a good value for our automation. The other solutions might be more robust, but Automate is perfect for us because we're not a large enterprise.

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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

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

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

"The licensing of the product is very good. You only need to license it once and then you have it forever."

"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."

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

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

"It's very easy to use. That's a big selling point for it. It has got a drag-and-drop interface, so you can quickly deploy bots."

More Fortra's Automate pros

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

"We have seen Workfusion improve on accuracy and compliance... With the Workfusion model, we reduce human error and the need for further QC. We switch more to a QA process where we're testing whether the model is effective."

"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 automation process is the most valuable feature."

"The Robotic Desktop Automation Express component allows us to do rapid development outside the normal, time-consuming processes."

"The cognitive features of this solution are good."

"The solution is stable, we have not had any glitches or problems."

"The most valuable features are the recorder because it's user-friendly and the integration with other tools Excel."

More WorkFusion pros

Cons

"It's possible that they could use a stronger community for seeking guidance and help."

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

"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."

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

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

"The solution has a very weak knowledge base."

"The interface could be more user-friendly and easier to navigate."

"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."

More Fortra's Automate cons

"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."

"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."

"The solution is not user-friendly, this is something they should improve."

"I would like WorkFusion to improve the automation rate when evaluating unstructured text."

"It should integrate with more ERP solutions like SAP. It doesn't currently have that ability."

"There is enhanced functionality I would like to see, things that would further enhance the user experience, deliver greater efficiencies, and further mitigate risk."

"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."

"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

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

"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."

"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."

"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."

More Fortra's Automate pricing and cost advice

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

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

"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."

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

"I can't speak to pricing. It's a contract signed by upper management."

"As a first-time customer who wants to engage with WorkFusion, not working for my company, then I would want to do a PoC. The cost is prohibitive because they will ask me to get infrastructure with six or seven servers. Then, you must buy a WorkFusion license to do a PoC, which is expensive. I would then have to set up a team to build the PoC and see the benefits. That is very prohibitive."

"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."

"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."

More WorkFusion pricing and cost advice

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Use our free recommendation engine to learn which Robotic Process Automation (RPA) solutions are best for your needs.

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Top Industries

By visitors reading reviews

Financial Services Firm

15%

Computer Software Company

14%

Healthcare Company

Manufacturing Company

Financial Services Firm

28%

Computer Software Company

15%

Government

Insurance Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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?

We used the platform primarily for task automation, including transmitting EDR files. Additionally, we've utilized it for repetitive tasks, such as downloading web-based reports using the browser a...

What is your experience regarding pricing and costs for Fortra Automate?

The starter pack was all we needed and was reasonable. Others were either more expensive or didn't do all that I wanted to do without an addon.

What do you like most about WorkFusion?

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

What is your experience regarding pricing and costs for WorkFusion?

Everything should be cheaper. However, it's fairly priced. They have a pricing scale. We've been with them for a while, so we've already hit the roof. We've been with them so long that they are ver...

What needs improvement with WorkFusion?

For non-technical users, it may be easy to use. It depends on what perspective we're talking about. From a business perspective, like manual tasks, it's good. However, it's all about what the devel...

Microsoft Power Automate vs Fortra's Automate

Comparisons

Compared 53% of the time

UiPath vs Fortra's Automate

Compared 39% of the time

Automation Anywhere vs Fortra's Automate

Compared 8% of the time

More Fortra's Automate Competitors

UiPath vs WorkFusion

Compared 47% of the time

Microsoft Power Automate vs WorkFusion

Compared 10% of the time

Automation Anywhere vs WorkFusion

Compared 9% of the time

ELMA 365 vs WorkFusion

Compared 9% of the time

Blue Prism vs WorkFusion

Compared 6% of the time

More WorkFusion Competitors

Product Reports

Download Fortra's Automate product report

Fortra's Automate

February 2025

Download WorkFusion product report

January 2025

Also Known As

HelpSystems Automate, Automate

No data available

Overview

Fortra's Automate is predominantly used in HR and operational departments for automating reports, file manipulation, and data processing. Key uses include automating repetitive tasks, integrating PDFs and emails, running scripts, processing large data sets, transforming file formats, synchronizing databases, managing job schedules, and transferring files.

Users commend Fortra's Automate for its ease of implementation and user-friendly drag-and-drop interface, which requires minimal technical skills for efficient bot deployment. The software is appreciated for its effective scheduling tools, reliable integration capabilities, and a wide range of functions such as file interaction, secure file transfers, and extensive automation without the need for coding. Businesses achieve significant time savings and simplified processes, bolstered by continuous updates and robust customer support.

What are the key features?

Scheduling Tools: Enables precise control and timing for automation tasks
Integration Capabilities: Seamlessly connects with various systems and software
File Interaction: Comprehensive functions for file manipulation and transfer
Secure Transfers: Ensures data safety during file transfers
User-Friendly: Minimal technical skills needed for deployment and use

What benefits should you look for in reviews?

Ease of Implementation: Fast and simple setup process
Time Savings: Reduces time spent on repetitive tasks
Process Simplification: Streamlines complex workflows
Customer Support: Access to continuous support and updates

In various industries such as healthcare, transportation, and payroll, Fortra's Automate automates workflows like invoice generation, data retrieval, data uploading, and insurance eligibility checks, enhancing efficiency and accuracy for HR and operational tasks.

Fortra

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.

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

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