Fortra&#39;s Automate vs WorkFusion comparison

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Fortra's Automate

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Executive Summary

We performed a comparison between Fortra's Automate and WorkFusion based on real PeerSpot user reviews.

Find out in this report how the two Robotic Process Automation (RPA) solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

To learn more, read our detailed Fortra's Automate vs. WorkFusion Report (Updated: October 2024).

Fortra's Automate vs. WorkFusion

October 2024

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Helped 814,649 peers since 2012

Categories and Ranking

Fortra's Automate

Ranking in Robotic Process Automation (RPA)

5th

Average Rating

8.4

Number of Reviews

Ranking in other categories

No ranking in other categories

WorkFusion

Ranking in Robotic Process Automation (RPA)

14th

Average Rating

7.8

Number of Reviews

Ranking in other categories

Process Automation (19th), Intelligent Document Processing (IDP) (8th)

Mindshare comparison

As of November 2024, 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 1.6%, 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 Software Greenhouse

May 28, 2024

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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Brock Miller

Senior Vice President at a financial services firm with 10,001+ employees

Sep 13, 2023

Helps improve our accuracy and compliance, but the analytics module can be confusing

Machine learning models for document-heavy processes have room for improvement because they require significant effort to train and update. WorkFusion can be easy to use for non-technical people. It has two modules: a workspace for analysts to use on a daily basis, and an analytics module for tracking throughput, recall, precision, and other model metrics. The workspace is very easy to use, similar to any other case management tool. The analytics module, on the other hand, can be confusing at times and could benefit from some improvements. The biggest challenge I've had with WorkFusion is employee turnover. On both of my projects with them, the primary developer, the PMO, and some of the product SMEs have all turned over. There's been a lot of turnover in their organization over the past two years.

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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 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."

"Compared to other vendors, it's the scheduling tool because a lot of vendors want to charge you extra for their enterprise-level license to have a scheduling tool built in to give you the ability to set up regular schedules to run and do certain data checks."

"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."

"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."

"The pricing is excellent. I would give them perfect marks in that regard."

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

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

More Fortra's Automate pros

"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."

"A helpful feature is the analytics capability within WorkFusion. The analytics dashboards, i.e., their Tableau dashboards, are really helpful for building a business activity monitoring layer. These are very visible to senior management and stakeholders, who can see and know what is happening within processes. They can see what benefits are getting delivered as processes, either ;daily, weekly, monthly, or quarterly. It is easy for stakeholders or senior management to understand the value for the money that they are spending."

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

"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."

"WorkFusion helps by speeding up processes. The process takes time. It has business costs associated because there are people waiting to take the next steps in the process. The end result of waiting, whether it is an internal or external team, is that they are delayed. Therefore, it helps us in speeding up business processes and improving employee morale, as people don't have to do repetitive work anymore."

"The most valuable features are the Excel activities. It has a number of Excel activities that are quite reliable."

"The dashboard is the solution's most valuable feature. When clients want to look at the data it's very easy for them to do so. The dashboard for the IT manager is very useful if there are issues and to create and follow processes."

"The most valuable feature is that it is easy to use."

More WorkFusion pros

Cons

"The technical support could be better. We suffer from language barriers, as we are in Argentina."

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

"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."

"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."

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

"The solution has a very weak knowledge base."

"The documentation is not that great."

More Fortra's Automate cons

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

"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."

"The product needs to be "simple and easy" to use. A good example of this is the use of Python code to perform automations. It is free and the skills transfer is able to happen quickly and the operation and initiation of the completed automation is easy to execute."

"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."

"It is complex for enterprise implementation. The solution needs a needs minimum, of 20-22 servers. It's no small task. This is not a straightforward setup. It's a large undertaking and there are many moving parts."

"I would like it if they provided a more detailed roadmap in terms of where they are going with the product. As we are trying to make decisions about the things that we are going to do to try to augment our capabilities, we could know whether they are thinking about the same things or not."

"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."

"We are having some database issues, but we are addressing them."

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."

"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."

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

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

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

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

More Fortra's Automate pricing and cost advice

"In addition to the licensing fee, there is also an implementation cost for each use case and technical support costs."

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

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

"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."

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

"Find it online."

"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."

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

More WorkFusion pricing and cost advice

See which vendors are best for you

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

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814,649 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Computer Software Company

15%

Financial Services Firm

14%

Manufacturing Company

Healthcare Company

Financial Services Firm

26%

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 experience regarding pricing and costs for HelpSystems AutoMate?

I'm only involved in running the product and maintaining the systems, so I can't speak to the cost.

What needs improvement with HelpSystems AutoMate?

There is room for improvement regarding cloud functionality; there are a few missing features, and the logging could be better, especially air logging. We can go into logging events and create our ...

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 48% of the time

UiPath vs Fortra's Automate

Compared 37% of the time

Automation Anywhere vs Fortra's Automate

Compared 7% of the time

MOVEit vs Fortra's Automate

Compared 4% of the time

Red Hat Ansible Automation Platform vs Fortra's Automate

Compared 4% of the time

More Fortra's Automate Competitors

UiPath vs WorkFusion

Compared 48% of the time

Automation Anywhere vs WorkFusion

Compared 9% of the time

Microsoft Power Automate vs WorkFusion

Compared 8% of the time

Blue Prism vs WorkFusion

Compared 8% of the time

Camunda vs WorkFusion

Compared 6% of the time

More WorkFusion Competitors

Product Reports

Download Fortra's Automate product report

Fortra's Automate

November 2024

Download WorkFusion product report

October 2024

Also Known As

HelpSystems Automate, Automate

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Fortra

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.

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