Redwood Software - Finance Automation Edition vs WorkFusion comparison

Redwood Software - Finance Automation Edition vs. WorkFusion

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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

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 Redwood Software - Finance Automation Edition is 0.4%, up from 0.3% 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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Amarjeet Kamble

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

User-friendly and enables automation in finance, HR, and SDM

There is room for improvement, considering no tools having everything inside it is right. So 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. Right now, you can do it with a little bit of custom scripting in addition to eight. But rather than custom scripting, if we can have a direct feature integrated inside this tool, it will be a major achievement. So, it already has that capability, as you can do custom scripting, and you can go ahead with creating your own. But the direct functions are not available. That's where we are lagging behind. However, importing the values or importing the service can be achieved. So, that is where I can see the room for improvement. In this particular area, the entire system can be improved.

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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

"I find it very user-friendly. Our IT department and other departments can seamlessly collaborate without requiring extensive training. As a business department, we particularly value this aspect, as our team doesn't consist of many IT users. However, we couldn't solely rely on a drag-and-drop approach to implement and utilize the solution within our departments."

"The best feature of Automate is its ease of use, which is a major selling point."

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

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

"It gives us a central place to schedule tasks and run them distributed."

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

"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."

More Fortra's Automate pros

"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."

"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."

"This solution has great document recognition capabilities."

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

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

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

"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 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."

"The cognitive features of this solution are good."

More WorkFusion pros

Cons

"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."

"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."

"The solution has a very weak knowledge base."

"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."

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

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

"The documentation is not that great."

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

More Fortra's Automate cons

"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."

"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."

"Mapping the process steps to an existing R2R process quickly would be a definite step forward."

"We have executed our robots thousands of times in our enterprise environment. However, in an enterprise environment, WorkFusion has performance problems. It is slow in production."

"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 most common issue we have is with the OCR, but that also depends on the quality of the documents your scanning. Still, I would say the OCR is comparable to other solutions. I wouldn't say it's better or worse than other OCR engines."

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

"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."

"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."

"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."

"WorkFusion comes packed with certain libraries and .jars. At times, you understand that you're using a system in which a library or .jar is outdated and you need to upgrade it... They need to better manage quickly making changes in WorkFusion to accommodate a situation where other technologies are not supporting the platform."

More WorkFusion cons

Pricing and Cost Advice

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

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

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

"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."

"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."

More Fortra's Automate pricing and cost advice

"The licensing was purely based on the number of transactions being processed in production."

"We are on an annual contract to use the solution."

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

"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."

"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."

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

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

"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."

More WorkFusion pricing and cost advice

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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

20%

Computer Software Company

11%

Manufacturing Company

Energy/Utilities Company

Financial Services Firm

28%

Computer Software Company

15%

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.

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...

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 want...

What do you like most about Redwood Business Process Automation - Finance Edition?

Redwood has a great feature where it logs every transaction. So, at any point, we can see every step taken for each t...

What is your experience regarding pricing and costs for Redwood Business Process Automation - Finance Edition?

The pricing is very client-specific. It's not a one-size-fits-all price. They don't have a single price for everyone....

What needs improvement with Redwood Business Process Automation - Finance Edition?

Everything seems to be working well. However, I see value in integrating AI for automation. So, I would like to see A...

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 whil...

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 p...

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

BlackLine vs Redwood Software - Finance Automation Edition

Compared 64% of the time

UiPath vs Redwood Software - Finance Automation Edition

Compared 36% of the time

More Redwood Software - Finance Automation Edition 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

Redwood Software - Finance Automation Edition

Download Redwood Software - Finance Automation Edition product report

Redwood Software - Finance Automation Edition report

WorkFusion

Download WorkFusion product report

Also Known As

HelpSystems Automate, Automate

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

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

The volume of repetitive, manual tasks across finance is overwhelming – every day or at the end of every month, quarter or year. Redwood’s finance automation reduces that unnecessary and time-consuming manual effort. We know because our customers tell us that our finance automation solution helps them achieve a much higher degree of back-office process automation compared with alternatives.

Redwood Software

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

ArcelorMittal, Alliant Energy, Allianz, Arla, Bacardi, CPS Energy, DSM, Faurecia, Genetech, Jabil, Jumbo,

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

Redwood Software - Finance Automation Edition vs. WorkFusion