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AntWorks CMR+ vs Fortra's Automate comparison

 

Comparison Buyer's Guide

Executive Summary

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

AntWorks CMR+
Average Rating
8.0
Number of Reviews
2
Ranking in other categories
Intelligent Document Processing (IDP) (16th)
Fortra's Automate
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
41
Ranking in other categories
Robotic Process Automation (RPA) (4th), Business Orchestration and Automation Technologies (7th)
 

Featured Reviews

Rick Koo - PeerSpot reviewer
Digital Technology Leader at Mercer
Leading-edge NLP capabilities, efficient training of machine learning models, and the automation saves us significant time
The machine learning capability is good. The algorithm helps us to get the right data with less training effort. The technology seems to be a little bit ahead of the standard NLP software. They use more pattern recognition, rather than basing everything on reading static text. The problem with relying on an unchanging text is that it can depend on things such as the formatting, and where things appear within a document. This solution can process complex formats, which is helpful for us because we get a lot of PDFs and they come in many different formats. As an example, a carrier might include a list of their rates in a table, whereas a different carrier will write their rates into a paragraph, and yet another will put them into some sort of graphic. If you only capture text then you will only capture part of that data. Pattern recognition ultimately helps us to circumvent the problems in dealing with format variability in documents and allows us to capture the right data. When it comes to predicting what it is that a document needs manual intervention, CMR Plus does it pretty well. They have a QA cycle that is usually able to highlight such data. The content recognition ability, in terms of giving us only the data that we need and nothing else, is pretty good. It has a positive effect on our efficiency and by extension, it impacts our infrastructure costs.
Jane Rachma Kiniti - PeerSpot reviewer
IT Project Manager at Labo des histoires
Automate has streamlined workflows and increased efficiency with powerful automation
The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Pattern recognition ultimately helps us to circumvent the problems in dealing with format variability in documents and allows us to capture the right data."
"The automation provided by this solution has saved us a lot of time."
"This product has helped to boost our overall efficiency and performance, giving us the ability to automate many manual tasks and collect the right data for our analytics so we can serve our clients more effectively."
"The automation provided by this solution has saved us a lot of time."
"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."
"The installation of HelpSystems was not difficult at all; I'm not technically strong, however, I could do it myself without too many problems, and I found HelpSystems refreshingly easy to install compared to other platforms."
"I find the ease of use from a programming perspective very valuable."
"This tool has machine learning and voice recognition and computer vision, which are both quite useful aspects."
"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."
"The licensing of the product is very good; you only need to license it once and then you have it forever, which makes the product quite affordable."
"The most valuable features for my client are timing and scheduling."
 

Cons

"We would like to see the overall accuracy increase from approximately 70% to perhaps 85%."
"We would like to see the overall accuracy increase from approximately 70% to perhaps 85%."
"It would be very helpful to have a simple and extensive training guide, or training model, to help learn how to work with the product."
"It would be very helpful to have a simple and extensive training guide, or training model, to help learn how to work with the product."
"The areas that have room for improvement in Fortra's Automate include the reporting and analytics functionality, where the analytics could be more detailed."
"We aren't completely satisfied with the stability; the system can slow down and the program occasionally crashes and closes."
"Automate could simplify the UI for creating a workflow for automation. As a technical person, I can understand it easily. However, there are few activities in the software that our HR department cannot understand."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"The documentation is not that great."
"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."
"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."
"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."
 

Pricing and Cost Advice

"The pricing is really good, and it's based on usage."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"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."
"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."
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Top Industries

By visitors reading reviews
Financial Services Firm
17%
Construction Company
13%
Comms Service Provider
8%
Healthcare Company
6%
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
7%
Outsourcing Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business30
Midsize Enterprise13
Large Enterprise9
 

Questions from the Community

Ask a question
Earn 20 points
What is your primary use case for HelpSystems AutoMate?
I use Fortra's Automate primarily for RPA-based task automation, including file handling, data extraction, and system-to-system workflows. It helps automate repetitive IT and business processes, re...
What is your experience regarding pricing and costs for Fortra Automate?
Pricing and licensing for Fortra's Automate are flexible but largely custom or quote-based, which works well for enterprise and managed service provider models. The pricing is a bit on the higher s...
What needs improvement with Fortra Automate?
Fortra's Automate can be improved with enhancements in native cloud integrations for AWS, Azure, and GCP, along with stronger API orchestration to improve hybrid use cases. More granular monitoring...
 

Also Known As

ANTstein
HelpSystems Automate, Automate
 

Overview

 

Sample Customers

Information Not Available
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
Find out what your peers are saying about AntWorks CMR+ vs. Fortra's Automate and other solutions. Updated: April 2026.
894,738 professionals have used our research since 2012.