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Automate vs IBM Datacap 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

Automate
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
30
Ranking in other categories
Robotic Process Automation (RPA) (5th)
IBM Datacap
Average Rating
7.6
Reviews Sentiment
6.9
Number of Reviews
28
Ranking in other categories
Intelligent Document Processing (IDP) (6th)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
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.
DeekshithShetty - PeerSpot reviewer
High-accuracy document processing with easy integration and good image enhancement
The OCR extractions are very good, almost 100% accurate now. The integration with other tools is very easy, with inbuilt actions to configure and directly export to multiple depositories. It is also good at image enhancement, including the removal of lines, which is helpful in processing and automation and ensures very little user intervention, thus saving time.

Quotes from Members

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

Pros

"We are still in the process of rolling it to production and tweaking it (our AD groups are a mess), but the improvements are priceless. Having users ID's created the same way every time without human error is the best part. We don't need to worry about why groups were not added, user rights not set to folders or missing a private folder being created, typos or just even knowing when things are done and logged."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"The pricing is excellent. I would give them perfect marks in that regard."
"It's very easy to use. That's a big selling point for it. It has got a drag-and-drop interface, so you can quickly deploy bots."
"The ability to connect to websites and pull data is the solution's most valuable feature."
"The product effectively handles all the tasks we require."
"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"One valuable feature of IBM Datacap is the OCR capability, along with its ability to read fields from documents."
"Very scalable and stable data capture and extraction solution that's very simple to install."
"The standout feature of this intelligent product is its remarkable capability."
"At the forefront of my thoughts, the standout feature of this intelligent product is its remarkable capability. This project we're currently engaged in revolves around streamlining workflows within both our company and the customer's company. It entails handling information from various documents with diverse formats and types, even when they contain the same data. The ability to connect this information with the appropriate database and recognize it irrespective of the format or source is an extremely valuable feature. Moreover, leveraging machine learning is crucial since our customer deals with an extensive archive of over five million documents. Machine learning can significantly alleviate the backlog by becoming well-versed in various scenarios they might encounter during their work once we've completed our application."
"It's a platform, not a configured application, so you can do what you want with it."
"The most valuable features of IBM Datacap is the capturing and recognizing of pages, documents as well as the scanner and barcodes."
"While we are doing indexing, we tag the document type. It's programmed inside of Datacap to automatically detect the document based on a given template. It auto-indexes that document, which means that it automatically tags the correct document type to the scanned document."
"One of the valuable features of Datacap is the user experience. One thing that IBM did a few years ago was they standardized all of their ECM products on Content Navigator, including Datacap. If you're an IBM ECM customer you have FileNet, you have Datacap, you have StoredIQ and you have a consistent user experience, user interface."
 

Cons

"The user interface could be slightly enhanced to make it more modern."
"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."
"The user interface could be slightly enhanced to make it more modern."
"The user interface could be slightly enhanced to make it more modern."
"The OCR for Hebrew text needs to be improved."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"Some companies have asked for voice integration. This is likely part of the roadmap."
"Datacap has performance issues when processing large volumes of documents. We're doing 18,000 pages daily. Scanning takes almost 20-30 minutes, but it normally takes one or two minutes. We informed IBM and opened a ticket for that. They forwarded the issue to developers but didn't give a specific timeline for it to be resolved. Version 8.1 is already at the end of support."
"The reading efficiency of the solution needs to be improved."
"Its weaknesses are primarily tied to the lack of available resources and expertise in the market to effectively support and provide solutions and services to each customer for seamless implementation. Expertise in this specific product is rare throughout the market. One key reason is the product's limited downloads. Additionally, archiving solutions are often perceived as complex and challenging, dissuading many companies from venturing into this domain. Consequently, partners who specialize in archiving solutions are always seeking straightforward, uncomplicated options that are easy to manage and meet customer expectations."
"I've faced some bugs or issues. They should do deeper testing of the product before releasing it because some of the bugs that I found were a bit simple. I understand that it is a massive product, and some of the functionalities can get overlooked."
"I would like to see the product have the ability to process more documents in parallel. Right now, it is a single queue. Therefore, if you want to really test the load and stress test it, having multiple instances and the ability to scale it up would be great."
"I give the scalability of the solution a six out of ten."
"Going forward, IBM needs to ensure that the output is perfect (as it can make the product) while staying true to platform's core."
"One of the things that we wished for was to have an easier way to carry out the customizations. Currently, if you want to customize data, you need to have a developer with C# knowledge. If IBM could implement a no-code or low-code platform for Datacap, it would be easier to adjust it without needing a developer, which was always the most difficult part."
 

Pricing and Cost Advice

"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."
"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."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"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."
"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."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"It has gone up in price. The price of Fortra's Automate has increased since we first started using it. It does a lot but also costs a lot. It was a lot more affordable before Fortra owned the software."
"Once you buy the software, you just pay for the support for backend help."
"You save a lot of time and money, but the benefit is you have people who are able to run the systems, check to see if there are any errors at all, and there are a lot less errors than a human system."
"This solution offers seamless integration with other enterprise products, which is my area of responsibility, focusing on government sector projects. Larger enterprise projects don't pose problems. It might be suitable for small businesses as well."
"It varies, and it depends on the client's requirements and negotiations. Nowadays, Datacap is also included in the IBM Cloud Pak for Business Automation."
"It is an expensive solution."
"Pricing needs to stay competitive."
"This solution offers seamless integration with other enterprise products, which is my area of responsibility, focusing on government sector projects. Larger enterprise projects don't pose problems. It might be suitable for small businesses as well."
"Pricing depends on how much we use it. We pay per bulk quantity. We pay as you go. Therefore, it sort of depends on our usage of it."
"If you want IBM Datacap on cloud, which is a service run by IBM, the price can be quite expensive, but if you want to just purchase the licenses and own those yourself, then the price is very competitive."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
9%
Manufacturing Company
9%
Performing Arts
6%
Financial Services Firm
17%
Computer Software Company
11%
Government
11%
Manufacturing Company
10%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise8
Large Enterprise4
By reviewers
Company SizeCount
Small Business12
Midsize Enterprise4
Large Enterprise12
 

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?
My main use case for Automate is to deliver enterprise-scale script execution jobs, which means we are using Automate to connect to over 200 servers and running script jobs on schedule. I am buildi...
What is your experience regarding pricing and costs for Fortra Automate?
Until now, I have not specified any other tech products except Microsoft Power Automate, N8N, and Make.com that I've had prior experiences with in automation.
What do you like most about IBM Datacap?
The installation of the solution is very simple.
What is your experience regarding pricing and costs for IBM Datacap?
Pricing is in the mid-range but could be more affordable, rated at four point five.
What needs improvement with IBM Datacap?
IBM needs to improve on scanning and reading accuracy for unstructured documents. Additionally, an important missing feature is the ability to merge documents and present data across different UI s...
 

Also Known As

HelpSystems Automate, Automate
Datacap
 

Overview

 

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
Turkcell, PowerSouth Energy Cooperative, Central Nacional Unimed, Conqord Oil
Find out what your peers are saying about Automate vs. IBM Datacap and other solutions. Updated: September 2025.
869,566 professionals have used our research since 2012.