We use WF on banking use cases
We can implement complex workflows, but it is slow in production
Pros and Cons
- "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."
- "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."
What is our primary use case?
How has it helped my organization?
It has helped us create new opportunities.
What is most valuable?
WorkFusion has the capability to implement complex workflows, which is useful. ML capabilities are very powerfull as well
What needs improvement?
Non-code and further ML capabilities would be usefull.
Buyer's Guide
WorkFusion
March 2025

Learn what your peers think about WorkFusion. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
842,690 professionals have used our research since 2012.
What do I think about the scalability of the solution?
Platform is very scalable with the exception of Control Tower. Some improvements could be usefull on this component.
How are customer service and support?
A spanish customer service would be appreciated. I would rate the technical support as 9 out of 10.
How would you rate customer service and support?
Positive
How was the initial setup?
WorkFusion's implementation is very easy. The biggest issue is analyzing the documents internally.
The implementation time depends on the project and use case.
Which other solutions did I evaluate?
WorkFusion is leader on IDP.
What other advice do I have?
I would recommend WorkFusion as a very flexible tool.
Which deployment model are you using for this solution?
On-premises
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.

Technical Lead at Standard Bank South Africa
Exceptional customization ability, great customer support, and install simple
Pros and Cons
- "The solution is stable, we have not had any glitches or problems."
- "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."
How has it helped my organization?
The solution is not just about playing recordings, dragging and dropping them onto the platform. It does more, it allows your business to have more use cases. When you are using the framework it allows you the ablility to customize the Java code according to business requirements. This is what makes it easier for us.
I think from a business point of view, we have accomplished what we wanted to. From a skills perspective, there is still a lot of upskilling that is required because our next step is machine learning.
What is most valuable?
The solution is customizable, you can create new APIs according to your requirements.
What needs improvement?
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.
For how long have I used the solution?
I have been using the solution for three years.
What do I think about the stability of the solution?
The solution is stable, we have not had any glitches or problems. I would say currently the stability is approximately 95%.
What do I think about the scalability of the solution?
The version we are using has been able to scale fine since we have done it already. I would like to see how the scalability is of version 10, which we are waiting to do.
How are customer service and technical support?
The customer service uses tickets for tracking support. Their turn around time is very good, we typically get a response within a day.
How was the initial setup?
The setup was time-consuming but simple. We had the skills and resources to complete it without a problem.
What about the implementation team?
The whole implementation took approximately two months. We had different environments and hardware which can add up to more time for the process. Typically, the more changes that are required the more time it can take.
What other advice do I have?
I do not have high-level experience with platforms that offer similar robotic process automation currently. The capability is there in this solution, the platform has a lot of features and capabilities. The onus is of the user to utilize all of those capabilities that WorkFusion has.
If you have a small business there might be a better solution out there for you but if you have a large organisation, I definitely recommend it.
I rate WorkFusion an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
WorkFusion
March 2025

Learn what your peers think about WorkFusion. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
842,690 professionals have used our research since 2012.
Analyst, Intelligent Automation at a financial services firm with 10,001+ employees
Its ability to scale across multiple geographies with limited impact on additional IT Hardware requirements has enabled the scaling of Robotics capabilities
Pros and Cons
- "WorkFusion's RPA Express's ability to scale across multiple geographies with limited impact on additional IT Hardware requirements. This has enabled the scaling of Robotics capabilities and solutions across all our entities."
- "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."
What is our primary use case?
Our primary use case is for desktop automation for smaller solutions that stand outside the development on the core operating systems.
We also use it for building robotics capabilities and skills in all of our geographies across fourteen countries in Africa.
Automations have been done over several operating environments and include solutions in the following areas.
1. Operations
2. Compliance and Risk (Regulation driven requirements)
3. Credit solutions and integration with decision systems
The primary focus is delivering solutions that enable better customer experience.
How has it helped my organization?
WorkFusion's SPA capability, although powerful, is somewhat restrictive as it requires a considerable infrastructure investment and would require considerable network and bandwidth capabilities to function from a central site without the deployment of local instances.
Their proposed Cloud solution should resolve many of these issues and enable multiple geographic areas to benefit from the solution's capabilities.
Their RPA Express solution is free and provides a way to expand the Robotics footprint.
What is most valuable?
WorkFusion's RPA Express's ability to scale across multiple geographies with limited impact on additional IT Hardware requirements. This has enabled the scaling of Robotics capabilities and solutions across all our entities.
The RPA Express solution is a free addition to the current Enterprise Agreement the Group has with WorkFusion and provides an excellent entry point into Robotics for new "Intelligent Automation Practitioners".
Training has been standardized and formalized Academies have been set up.
What needs improvement?
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 are easy to execute.
The primary focus of the Robotics Process Automation software should be to enable business users to perform "codeless" automations that will still fall within the strict governance and compliance structures within which we are required to operate.
For how long have I used the solution?
We have been using WorkFusion for 24+ months.
A formal training programme has been initiated with the objective to create an Academy.
What do I think about the stability of the solution?
The Group has built up a sound knowledge and experience base with the technology.
What do I think about the scalability of the solution?
The SPA is not so good.
RPA Express is very good.
How are customer service and technical support?
This expertise has grown considerably and continues to do so.
Which solution did I use previously and why did I switch?
We also do use Python to develop automation solutions.
How was the initial setup?
Setup - Unable to comment
Support - Support has grown and continues to expand
What about the implementation team?
We implemented using both an in-house team and a vendor team.
The Vendor Team is very proficient.
What's my experience with pricing, setup cost, and licensing?
These is primary drivers that will determine the selection of a solution as there are currently huge pressures on overheads given the decrease in revenue following Covid-19.
Which other solutions did I evaluate?
We are currently reviewing alternative, scalable solutions.
What other advice do I have?
- Simple to use (business user, not IT reliant)
- Cost-effective
- Easy to support and integrate with current IT Architecture
Which deployment model are you using for this solution?
On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: My company has an Enterprise Agreement with WorkFusion
Head of Automation at a financial services firm with 10,001+ employees
Has the technology to interface into systems where we didn't otherwise have an API but it would be better if it had automation without an interface
Pros and Cons
- "In our opinion this group are the leaders in providing RPA solutions."
- "We would like to see further improvement in the area of running headless."
What is our primary use case?
Our primary use case was very simple. It read information from a spreadsheet and captured that into a core processing system. The benefit was that this process was carried out hundreds of times every day, and took up to an hour each time, so the capacity saving was massive.
What is most valuable?
The most valuable feature is having the technology to interface into systems where we didn't otherwise have an API or some other kind of service or access. The benefit is in creating solutions where we don't have a backend API to call.
What needs improvement?
Everything has room for improvement, and the product continues to evolve. One area of improvement would be the ability to run headless on their Express product. This would allow one to run the automation on their local machine, but still be able to work in other applications using mouse and keyboard while the automation runs headless in a minimized window in the background.
A single-server version of the product that will work for a mid-range mid-size company would also be good to see.
Finally, working in partnership with software companies like SAP to improve their interface interactions would be a good advantage.
For how long have I used the solution?
I've been familiar with WorkFusion since 2015, so I have worked with it for almost five years.
What do I think about the stability of the solution?
The stability has been good. If there were problems, I'm not aware of them. We did have a team of guys looking after the servers and if they picked up any issues they would have dealt with them on-the-fly. I'm not aware of any issues at all.
What do I think about the scalability of the solution?
We are quite happy with the scalability. To scale, it just requires more nodes to make for more bots. We have probably about 100 or 200 robots running. So there are over a hundred instances of automations running and they execute many thousands of times each. I'm sure we plan to increase usage even more and we are confident that we can.
How are customer service and technical support?
The technical support was very good upfront and we have a good working relationship with the vendor.
How was the initial setup?
The initial setup was pretty straightforward. That may have been because we had the guys who built the system from Minsk come and do it for us. The initial installation took six months and that included doing a proof of concept.
What about the implementation team?
WorkFusion worked with us directly on the implementation.
What's my experience with pricing, setup cost, and licensing?
Pricing models are available online. Some vendors provide a free entry level solution to get you started.
Which other solutions did I evaluate?
Yes, we carried out a high-level RFI (Request for Information) / RFP (Request for Proposal) process with a number of the big vendors. After deliberation and measurement against our expectations, we picked WorkFusion.
What other advice do I have?
My advice for those thinking of implementing an RPA is that they start small and simple if they want to see if it works for their company. If it doesn't work as a small scale, investment in the long-term solution doesn't make sense.
On a scale from one to ten where one is the worst and ten is the best, I would rate WorkFusion as a seven out of ten. It is not higher because they have got some work to do now. Other companies have caught up. They were the first ones to offer a free desktop automation product and the others will now need to follow suit. To stay ahead it is time for them to come up with the next innovation.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Senior Software Engineer at a computer software company with 10,001+ employees
Stable and scalable product but requires more upgrades and modifications
Pros and Cons
- "In terms of stability, it's quite good. It's an internal IP product."
- "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."
What is our primary use case?
We use it for project management for material designing and SLD. We use it for our bump operations. We are full process.
What needs improvement?
Areas for improvement are totally dependent on each company and how they are going to use it. It's completely dependent on their operations, so I cannot comment on what needs to be improved.
However, it could be much more process-oriented - that could be upgraded. And they could give me a little bit more flexibility to make the modifications I need. There are elements in the access control circuits that could be recyclable. There are features we are looking at where we'll be putting our FPS spreadsheets where we want them.
For how long have I used the solution?
I have been using WorkFusion for two years.
What do I think about the stability of the solution?
In terms of stability, it's quite good. It's an internal IP product.
What do I think about the scalability of the solution?
The scalability is quite good. It's ok. We have more than a hundred people using it - most tech architects.
Which solution did I use previously and why did I switch?
We previously used HP Robotics for the deploy service. But we switched. The problems and processes are different but they both fit into our organization's needs.
How was the initial setup?
The initial setup was straightforward. Implemention took 13 to 14 weeks and configuration also took the same time, 13 to 14 weeks. We used the help of a consultant to implement. It was good working with them.
What's my experience with pricing, setup cost, and licensing?
We have a user based license, so there are different charges for each user.
What other advice do I have?
Before implementing it would be good to go through the design points.
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. On-prem solution software needs to be in a stack that is much more accessible around the architecture of your plant. It should be fast-acting and accessed over the internet. That's the most important part and most companies require it.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Robotics Support at a financial services firm with 10,001+ employees
Good Monitoring capabilities, scalable, with robust support
Pros and Cons
- "It's a pretty robust product."
- "We are having some database issues, but we are addressing them."
What is our primary use case?
Banking, FX Trading, Collateral, Allocations (FI, EQ)
Process inbound emails (with & without attachments) from external clients for above lines of business.
Workfusion uses Machine Learning to process inbound data.
How has it helped my organization?
Automated manual tasks
What is most valuable?
It's a pretty robust product.
It comes packaged with ELK Stack, Elasticsearch, Kibana, and Logstash.
It has a lot of monitoring capabilities that we're taking advantage of.
What needs improvement?
Throughput monitoring and database bottlenecks are areas that we are working on that need some improvement.
For how long have I used the solution?
I have been using WorkFusion for 9 months.
What do I think about the stability of the solution?
We are having some database issues, but we are addressing them.
What do I think about the scalability of the solution?
It's a scalable solution that integrates well with other solutions.
How are customer service and technical support?
Technical support is very robust. When we have production issues, SLA is 30 minutes.
They are responsive and helpful.
Which solution did I use previously and why did I switch?
We are using other RPA and RDA software solutions in addition to Workfusion, such as UiPath and Pega
How was the initial setup?
I was hired specifically to support this environment.
When I came on board, it was already implemented, rolled out, and already in production.
I've been involved with implementing software upgrades for the product with vendor assistance.
What about the implementation team?
Vendor support has been excellent
What's my experience with pricing, setup cost, and licensing?
I can't speak to pricing. It's a contract signed by upper management.
What other advice do I have?
We use Control Tower (UI) to control the Business Processes. I support the production environment and respective monitoring across multiple Linux and Windows servers.
I am part of the team that supports Robotics within our organization including bots running under Workfusion, UIPath, Pega, etc.
I would rate WorkFusion an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Team Leader at a tech services company with 10,001+ employees
Good document recognition capabilities and helpful technical support
Pros and Cons
- "This solution has great document recognition capabilities."
- "A better graphical user interface that allows business users to perform automation would make this solution number one in the market."
What is our primary use case?
We use this solution for automating processes, including reading data from documents.
What is most valuable?
This solution has great document recognition capabilities. It uses OCR and Machine Learning and works with digitized documents. It collects the fields inside the documents, based on the models that we trained with.
What needs improvement?
A better graphical user interface that allows business users to perform automation would make this solution number one in the market.
I would like to see improvements made with regard to tagging documents in the machine learning stage. They have an overlay document, which is great, but it would be helpful to be able to re-tag a document in a superior way.
For how long have I used the solution?
I have been using this solution for one year.
How are customer service and technical support?
The technical support for this solution is really fast and the people are really helpful. They provide the necessary information in a timely fashion and can connect remotely to solve issues. Overall, the support is great.
How was the initial setup?
Speaking about implementing the entire business process, for a medium-sized implementation that includes document recognition and the RPA platform, it took three people about a month and a half. That started with collecting the requirements and ended with the final demo and acceptance.
Which other solutions did I evaluate?
I have evaluated other solutions on the market and have found that the document recognition experience with this solution is better. Some use OCR and others use machine learning, but there is no solution on the market with the capability where you can apply machine learning for a different type of document, and you can extract fields of your interest from it. This is a core feature of this solution.
Automation Anywhere and UiPath have better user interfaces, where it is quite obvious for anyone who is new to the programming world. It allows you to make business processes, some getting quite complex. WorkFusion has this as well, but it is quite limited. At the same time, complex business processes in production will always need some coding.
What other advice do I have?
I would rate this solution an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner.
Co-Founder at Beta Edge Technology Limited
Saves time and works reliably with Excel, but it's resource-heavy and the support needs to be improved
Pros and Cons
- "The most valuable features are the Excel activities. It has a number of Excel activities that are quite reliable."
- "This is a Java-based application that takes up a lot of space and when it runs, consumes a lot of memory. This affects the reliability because it gets to a point where it hangs."
What is our primary use case?
I am a solution provider and I implement RPA products and automate processes for my clients.
In my recent deployment of this product, it is primarily used for financial processes, such as reconciliation in Excel. There are different Excel sheets that I reconcile using automation.
How has it helped my organization?
This product helps us by automating functions in finance. Users are able to have attended bots but can save time by handing processes to the bots to run.
The bots are deployed on our on-premises server, and users are able to assign work to them to run while they continue their own work. The processes that the bots are running do not interfere with the day-to-day business. The server simply gives them time for the processes that they are performing.
When a process is running in the background, it is consistent. In situations where processes are running and controlling the user interface, once in a while they might miss what's being clicked.
What is most valuable?
The most valuable features are the Excel activities. It has a number of Excel activities that are quite reliable.
The Studio is used for development and the Control Tower is used for management.
What needs improvement?
This is a Java-based application that takes up a lot of space and when it runs, consumes a lot of memory. This affects the reliability because it gets to a point where it hangs.
There are some basic features missing in the Excel activities. For example, you cannot delete a row or a column, which are some of the things that I would like to be able to do.
An example of something that is difficult to do is get yesterday's date. There is a lot of scripting that has to be done. It's not direct because you can't simply use a date variable and then subtract one day. Instead, you have to do some coding to get it. That was a problem for our deployment because reconciliations are done for the previous day, and when you're naming files with yesterday's date or creating folders according to date, you have to do a lot of manipulation in the code.
For how long have I used the solution?
I worked with WorkFusion for approximately eight months between November 2020 and August 2021.
What do I think about the stability of the solution?
In terms of consistency, it's good. However, in terms of reliability, because it consumes a lot of memory, it gets to a point where it starts hanging. The fact that it needs a lot of memory is the only problem.
What do I think about the scalability of the solution?
I would not recommend this product for large automation projects because it gave us problems in terms of space and the speed at which it was executing. Once it starts running a large process with loops, it hangs. So, the process takes longer to complete.
When I deployed this solution, it was for a financial institution that had a six-person team. We automated three processes that have to do with reconciliation and they run them every week or two. The six people share roles and the bots assist them.
The reason that we deployed bots for them is that they are limited in number and needed assistance. At this point, the usage is not expected to grow.
How are customer service and support?
I asked some questions on the forum and I tried to contact the support in South Africa, but I couldn't get the assistance I required. These people were not coming through, so I just had to do my own research.
Ultimately, technical support never got back to me on any of the queries that I raised. As such, I cannot give them any plusses. In fact, I still have pending questions in the forum.
Which solution did I use previously and why did I switch?
I also work with UiPath and Microsoft Power Automate.
How was the initial setup?
Setting up the server and the desktop versions are quite straightforward, both for the studio and for the control tower. As long as you have the required access, the setup process is straightforward. You just have to press the Next button on a series of screens.
We had a deployment on IIS and I built a web application on top of the bot. In total, the deployment took about a week because there were some functionalities that were not being picked up properly. Once those were completed, everything worked properly.
Post-setup, the deployment was a little bit difficult.
In terms of maintenance, one or two people are sufficient. You need a developer, and then somebody to support the infrastructure.
What about the implementation team?
I implemented this product alone. It was a bit difficult so I used the online forum and also tried to contact technical support in South Africa.
What's my experience with pricing, setup cost, and licensing?
My client is using RPA Express, which is available for them to use free of charge. Their parent company is in another country, so they're not paying for anything locally.
The Studio comes standard and is available at no charge but the Control Tower requires a license. The orchestration platform, where you manage your bots and users, is also available with a separate license.
As a developer, you cannot download the developer studio for free unless you are working for your clients.
Which other solutions did I evaluate?
My client had chosen and acquired WorkFusion in advance of hiring me. They were looking for a consultant to assist them with development and deployment.
What other advice do I have?
My advice for anybody who is implementing WorkFusion is to use it for small desktop processes, such as sending out a report via email, or small amounts of Excel reconciliation. However, once you have more than 1,000 or 2,000 data rows, it's going to be a bit hectic to consume that much data. That said, for small desktop applications, it's going to work.
When it comes to deploying to the server, it's going to be a bit complicated for enterprise solutions, especially because of the space. When they want to deploy it, they should have at least 16 GB of RAM and at least four CPU cores. Otherwise, anything below that will be too slow.
In summary, this is a good product for small desktop-level automation, but I do not recommend it for large-scale automation because it consumes too much memory and the processes run slowly or hang as a result. There is a lot of work to be done and considering the support does not get back to you, you might struggle with an issue for a long time. Also, there is very little content available online.
I would rate this solution a six out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.

Buyer's Guide
Download our free WorkFusion Report and get advice and tips from experienced pros
sharing their opinions.
Updated: March 2025
Product Categories
Process Automation Robotic Process Automation (RPA) Intelligent Document Processing (IDP)Popular Comparisons
Camunda
Pega Platform
Bizagi
IBM BPM
Buyer's Guide
Download our free WorkFusion Report and get advice and tips from experienced pros
sharing their opinions.
Quick Links
Learn More: Questions:
- Which is the best Workflow Automation Platform with microservices?
- What are your RPA use cases for IT operations, IT administration and other IT technical tasks?
- Should project automation software be integrated with cloud-based tools?
- When evaluating Process Automation, what aspect do you think is the most important to look for?
- Is there a need for workflow automation?
- Which BPA tool would be the best choice tool for entry-level businesses?
- Is RPA beneficial for a healthcare organization?
- What is Automation as a Service (AaaS)?
- What is your business process automation journey like?
- Why is Process Automation important for companies?