We didn't actually deploy the solution. It was basically testing the product. It was just some simple testing we were doing. We've tried downloading reports from the new RP system, using RPA, and doing some manual uploading from some PDF files into our ERP. It was just used for some super simple operations to try it out and get a feel for it.
Business Analyst at a tech services company with 51-200 employees
User-friendly with great no-coding functionality but needs a better user interface
Pros and Cons
- "I actually quite liked the no-coding functionality."
- "It's possible that they could use a stronger community for seeking guidance and help."
What is our primary use case?
What is most valuable?
I actually quite liked the no-coding functionality. You don't have to be too technical or be a coding expert to utilize the solution.
The platform was fairly user-friendly in terms of designing the bot. I was able to make it do what I needed it to do.
What needs improvement?
It's difficult for me to answer as I'm not really an expert on HelpSystems and I don't know it well enough to really give great feedback just yet. I'm not really that comfortable critiquing the platform. I'm sure there are some of those issues there.
It's possible that they could use a stronger community for seeking guidance and help. For example, I know with Automation Anywhere or UiPath, there are strong community areas where I can ask questions and search for information. I don't know if that exists for HelpSystems. I find, for example, it's helpful, if I'm using UiPath, to go onto some of the community pages and I have found answers to my questions fairly easily. I don't know if that's something that exists with HelpSystems.
The user interface could use a bit of an improvement.
For how long have I used the solution?
I've only been working with the solution for a short period. I've only used it a little bit for about a month or two, however, I don't have great experience in RPA's.
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What do I think about the stability of the solution?
The solution was quite stable. We didn't have to deal with bugs or glitches. It didn't crash or freeze. We found it to be reliable for the most part.
What do I think about the scalability of the solution?
We were only using the free version and not the paid option. However, that said, I did find it to be fairly flexible. It could scale if you needed it to.
We haven't really used the solution for too long at this point. There aren't too many people using it in our organization.
How are customer service and support?
I haven't really had much experience with technical support, as I haven't used the product that much or for that long. I wouldn't be able to critique their level of service.
Which solution did I use previously and why did I switch?
I tried to download and use Micro Focus. However, it was too complicated for my skill level and I gave up before I really got too far into the process.
How was the initial setup?
The installation of HelpSystems was not difficult at all. I'm not technically strong, however, I could do it myself without too many problems. It's pretty straightforward, even for non-technical users.
I don't remember how long the deployment took, to be honest. It was one of the easier installations I've dealt with on the platform. When I've looked at other platforms, I've found that some of their rivals were very difficult to install for a person with my lack of experience. For example, Micro Focus was one I tried to download and install and I gave up due to the fact that it was just too complicated. I can compare this experience to Micro Focus where I just found I wasted a lot of time and got very poor feedback. I found HelpSystems refreshingly easy to install.
What about the implementation team?
I handled the implementation myself.
What's my experience with pricing, setup cost, and licensing?
I was not using a paid version. I was using a free version. We didn't have to pay for any licensing.
We're evaluating RPA at the moment, and therefore we haven't made any payments yet, or we haven't made any purchases to commence operations. We are looking at that, however, we haven't started anything officially. I have a good idea of the pricing of the HelpSystems and UiPath solutions. We're comfortable with what it would cost if we decide to continue with either option.
Which other solutions did I evaluate?
I've been looking at UiPath for a couple of months, however, I don't have a great amount of knowledge in the topic and I'm not an expert in the area.
What other advice do I have?
I'm not sure which version of the solution we're using.
So far, from my limited experience, I would recommend the solution to other organizations.
However, based on my limited understanding of the product, as I haven't used it for too long just yet, I would rate it at a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

Senior Manager at a consultancy with 201-500 employees
Has a short learning curve for new hires who automate processes for our clients
Pros and Cons
- "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."
- "While this solution is continually improving, as it is now, the user interface could use improvement when I compare it to a product like UiPath."
What is our primary use case?
We are a service provider and we use this solution to automate processes for our clients. Our customers are in a variety of businesses including banking, insurance, energy, and healthcare. There are lots of use cases, especially in the insurance and banking industries, but we are expanding into other industries as well.
An example use case for our clients is the automation of invoice payments.
What is most valuable?
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 products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality.
Key automation features: email, FTP/SFTP, OCR, ODBC, terminal emulation.
Main benefits: Full Client-Server Architecture, Multi-Machine Execution, Centralized Management Interface, Graphical Workflows, Intuitive Task Development & Debugging.
What needs improvement?
While this solution is continually improving, as it is now, the user interface could use improvement when I compare it to a product like UiPath. Specifically, the Automate Enterprise interface needs improvement.
When you are promoting packages within the environment, it is easy to extract an import, but it would be better to have it all in the same console. As it is now, you have to extract the package separately. The environments should be able to communicate; you push the button, click on deploy, and it goes straight to the production environment.
Increasing the integration with other databases would be an improvement.
What do I think about the stability of the solution?
Sometimes my team reports situations where there are some unexpected errors from the tool. For example, if a Java error is reported then it doesn't mean anything at all to the end-user. This is an area that may also have room for improvement, although, at perhaps two or three times in a project, this does not happen often.
What do I think about the scalability of the solution?
In my opinion, so far, the scalability seems to be good. However, I would not say that the scenarios I have seen are very difficult.
We have seven or eight clients using this solution, and only one or two have more than fifteen or twenty processes that have been automated. Having this number of processes with three to four robots, running twenty-four hours per day, is not a difficult test.
The roles of the people using this product vary depending on the client. In the Portuguese market, it is common to have one department that manages the robots for the entire organization. Normally, this is not the IT department. I know of only a few cases where robots are spread across different departments. Usually, a dedicated team or four to five people will manage, evaluate reports, corrects errors, and implement new requests.
How are customer service and technical support?
So far, I am really happy with the technical support. The delay is between one and two days.
In all of our requests so far, we have had a response in one day's time. Sometimes the response is not final, but then they put us in contact with somebody who has the right knowledge, so it is good.
Which solution did I use previously and why did I switch?
At my previous company, I worked with UiPath and Blue Prism. My experience with UiPath is between two and three years, and I worked with Blue Prism for a long time as well.
My reason for switching was one of personal opinion. In my previous company, we always used one of the big four. In my current company, I wanted to approach things a bit differently. I believe that there are many players in the market that also have good tools, and are more competitive. All of these tools are growing together, and we ultimately settled on this solution.
How was the initial setup?
The initial setup is quite easy for us, although this is in part because we have been working with the partner for a long time. We have lots of direct connections for support, so if we have a problem that is a show-stopper, or something urgent, then we have a direct channel that bypasses the usual help desk.
What about the implementation team?
We handle the integration of the solution from beginning to end.
What's my experience with pricing, setup cost, and licensing?
The pricing model is the biggest advantage of this solution, and it is opening a lot of doors.
What other advice do I have?
This solution is quite easy to install and to manage for most processes between environments. Everything related to usability and automation is really quite close to the leading candidates, and using this product has been a good experience.
My advice to others who are implementing this solution is to start small. This is something that we always tell our clients. Rather than look at the larger responsibilities, start small to test and to gain confidence from several areas within the organization. Once you have three, four, five, or even ten processes automated, start looking at everything that is related to governance. At the same time, do not be afraid to start, even if you don't have everything planned from the beginning.
I would rate this solution an nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Reseller.
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Computer Services & Infrastructure Manager at a manufacturing company with 1,001-5,000 employees
Unique feature is the ability to use a database as a trigger to launch a task
Pros and Cons
- "A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added."
- "I would like to see some better web automation, a wizard like the one in the product WinAutomation would be very nice."
What is most valuable?
It's difficult to say which feature is the most valuable as there are so many, each a must-have for any automation system. A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added.
How has it helped my organization?
We use AutoMate to interface different systems with each other, as an EDI tool, as an FTP tool, to automate AD reporting.
What needs improvement?
I would like to see some better web automation, a wizard like the one in the product WinAutomation would be very nice. Showing the global variables of a workflow in a task when you select it, which variable some result should be stored in. Now, you can't see the global variables but have to type them, which works but isn't ideal.
For how long have I used the solution?
About eight years I think.
What do I think about the stability of the solution?
In some older versions there were some instabilities, but the latest version (v.11) seems very stable.
What do I think about the scalability of the solution?
No, you can scale very easily by adding agent licenses and deploying these agents on different computers. You can see these agents as small runtimes of the actual BPA server. This way you can deploy the workflows across the agents and spread the load between the different computers. You can also add development licenses to allow more concurrent developers connecting to the AutoMate console.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

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