Automation Anywhere vs Ephesoft Transact comparison

Automation Anywhere and Ephesoft are both solutions in the Intelligent Document Processing (IDP) category. Automation Anywhere is ranked #3 with an average rating of 8.4, while Ephesoft is ranked #19. Additionally, 96% of Automation Anywhere users are willing to recommend the solution, compared to 50% of Ephesoft users who would recommend it.

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Executive Summary

We performed a comparison between Automation Anywhere and Ephesoft Transact based on real PeerSpot user reviews.

Find out in this report how the two Intelligent Document Processing (IDP) solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

To learn more, read our detailed Automation Anywhere vs. Ephesoft Transact Report (Updated: July 2025).

Buyer's Guide

Automation Anywhere vs. Ephesoft Transact

July 2025

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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

Automate

Featured Reviews

Anabel Marco

Account Director at a tech services company with 11-50 employees

Automates processes efficiently with cost-effective scaling and robust customer support

Web scraping is quite good since it offers a lot of possibilities. Another important feature for me is its compatibility with MBI, the Power that is ISEQUADO Centers. I appreciate the ability to scale and increase the number of bots or studios without additional expense. Automate's non-reliance on additional orchestrators makes it quite cost-effective.

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Vatsal Mehta

Director, Co-Founder & CEO at HEDEHI Solutions Pvt. Ltd.

Accommodates diverse use cases and effectively meets customer requirements

AI agents need further improvements. AI agent technology in agentic process automation is still evolving. We have only scratched the surface, and there are many potential use cases yet to be explored. As technology advances, I believe it will enable us to implement more comprehensive automation solutions. Document Automation has issues related to speed. When I compare Document Automation with IQ Bot, IQ Bot is faster than Document Automation. My understanding is that they are still evolving Document Automation, and this issue of slowness will be resolved in the upcoming .35 version, so we are good with that. They are working on signature identification and validations for handwritten documents. Currently, we are able to extract data out of scanned but digital images, but there is still scope for improvement for handwritten documents.

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Yogesh Shendage

OCR Developer at Hexaware Technologies

A stable and scalable smart content acquisition and data classification solution with a useful inject feature

I would advise potential users that Ephesoft Transact is an easy tool to handle. The UI isn't complex, and even if everything isn't handled at the UI level, they can work with the script. You can also handle issues with scripts. I believe Ephesoft Transact is one of the best tools because the UI is an easy one. The UI-level design makes it easy to handle the development and the superior Ephesoft support system. They will give you quick support to resolve issues and provide training materials. They will train the developer, and after training the developers, they will also support them. That's a good good thing that I saw. Initially, when I joined this project, I also had less knowledge. But with the help of this support system and the training material, I now have superior knowledge. On a scale from one to ten, I would give Ephesoft Transact a nine.

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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

"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 most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities."

"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task."

"The most valuable feature is the drag-and-drop interface, which is very Windows-like."

"I would rate the technical support as a nine out of ten because it is quite fast and courteous."

"The interface is simple, user-friendly, and very intuitive."

"Compared to other vendors, it's the scheduling tool because a lot of vendors want to charge you extra for their enterprise-level license to have a scheduling tool built in to give you the ability to set up regular schedules to run and do certain data checks."

"The most valuable features for my client are timing and scheduling."

More Automate pros

"Its user interface is very understandable. Even a non-technical person can understand it. Everything in the user interface is self-explanatory. It is quite good."

"The most valuable part is that it have the integrated OCR solution within it. All the other solutions do not have the right integration of the OCR solutions. You need to go to two different places to get one solution. Whereas, in IQ Bot, there is one area where you get all these solutions together in one area. That is the most important and beautiful point that I like about IQ Bot."

"It removes demotivating, repetitive work from our teams."

"On the server-side, multiple developers working on a single project can save their individual works and have them stored in a single repository."

"No other competitor has this email trigger, so it saves a lot of time if you automate the process. We don't need to fix a time for a task to run. It gives the feature of on demand execution for any task. Whenever a user wants, it can send a mail and get the task done as soon as possible."

"With IQ Bot, we can now include cognitive automation into our process. The cognitive document processing is pretty good with IQ Bot."

"The OCR feature in Automation Anywhere is the best I have encountered, even better than Google."

"It helps improve performance and helps companies save time and money."

More Automation Anywhere pros

"I like the inject feature. With desktop injects, we're doing all these things and extracting these things. Its stable, scalable, and technical support is good."

"I have found the keyword extraction to be helpful."

"Transact's best feature is its ease of customization."

Cons

"The documentation for errors needs improvement as many of the error messages we receive are very vague."

"I currently have three bugs open with them that I don't know if they are addressed in the new release."

"We really need a free development environment for customers. Building and testing automation on production isn't ideal."

"Regarding customer support, I face challenges sometimes. They're not always available, and you may need to wait for assistance, but overall their support is acceptable."

"There is room for improvement regarding cloud functionality; there are a few missing features, and the logging could be better, especially air logging. We can go into logging events and create our own task, but it would be nice if this were more detailed."

"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."

"Error messages should be better. For error status, there should be better documentation because a lot of times, error messages that you get are quite vague. For example, you get a message saying that the workflow has run into an unknown status, which is vague. It just tells you that it failed, but you don't know how or why it failed. It makes debugging difficult."

"The product also has a limited use case in some respects."

More Automate cons

"The availability of material in terms of more technical documentation could be improved, particularly in-depth information about how things can be done."

"Built-in HTML features are lagging in this solution, whereas in UiPath, they are very good."

"I need high value products to be created, so I need integration with other solutions. Machine learning and AI need to be integrated with Automation Anywhere. While IQ Bot is a good beginning, our company does not work with manual paperwork since we are already digital. We would like to see more integration with cognitive tools going forward."

"The main request I have for Automation Anywhere is to focus more on technical demonstrations."

"Bots get disconnected from control rooms sometimes without any reason and this takes up a lot of time."

"The key area where improvement can happen is understanding the different perspectives and different industries that they're serving in terms of industry-wise use cases."

"Automation Anywhere can be improved in terms of complex logic implementation."

"It should have more commands, which should remove the dependency on MetaBots or other scripts so that everything is available in the tool itself."

More Automation Anywhere cons

"It's not easy to train."

"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."

"Their email service and extraction could be better. We get the input via email, and these emails contain different types of documents like Excel, PDF, or they may contain different content in the email body. Due to this variation, sometimes the email service crashes, and emails aren't redirected to Ephesoft Transact. Ephesoft has provided us with new hotfixes. Whatever flaws we found in the 2019.2 version, they have already updated it in the new version, 20.1.05, and it's already released. Drawbacks like not capturing the handwritten fields are now sorted."

Pricing and Cost Advice

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

"It comes with a package that costs approximately $20,000 USD per year."

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

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

"From a distributor's perspective, one of the biggest selling points of Automate is its price point."

"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."

More Automate pricing and cost advice

"The licensing fees are approximately $10,000 USD for between five and ten users."

"I have heard that Automation Anywhere is expensive."

"The certifications are free of cost."

"We were required to purchase licenses and bot runners, which determined the permissible run times for the bots."

"Automation Anywhere pricing and licensing are competitive compared to the other automation vendors."

"We generally follow the Gain-Sharing Pricing model, which enables the customer to start getting the RPA benefits right from day one of their implementation."

"We paid separately for the Runner and Creater components. The final cost depends on the structure of your environment."

"Automation Anywhere is expensive, making it suitable only for enterprise organizations."

More Automation Anywhere pricing and cost advice

"Initially, when I got a licensed copy of Ephesoft Transact, it was for one year. After one year, we had to send an email to the Ephesoft team informing them that our license was going to expire. They updated it and provided one license in our file, and we had to update and install the folder. They have versions for one year and lifelong as well."

"Transact's pricing could be better for smaller customers."

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865,384 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

12%

Computer Software Company

10%

Manufacturing Company

Performing Arts

Computer Software Company

16%

Financial Services Firm

13%

Manufacturing Company

Healthcare Company

Financial Services Firm

14%

Retailer

10%

Government

10%

Computer Software 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.

See all answers

What is your primary use case for HelpSystems AutoMate?

The main purpose is for automation. That has been the purpose why I have been using it so far.

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What is your experience regarding pricing and costs for Fortra Automate?

Regarding pricing, it is very friendly. I would not say that it is really cheap or very expensive, but it fits within...

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How good is Automation Anywhere for RPA processes?

It depends on your use case. Is it simply to automate a couple of processes? Is it to augment a human team? AA is ver...

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How good is Automation Anywhere for RPA processes?

From my experience using AA tool, it depends on the applications that you want to automate, because there some applic...

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How good is Automation Anywhere for RPA processes?

It is a highly preferred RPA tool. You can check my Automation Anywhere Review to know more.

See all answers

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Compared 25% of the time

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Compared 10% of the time

Python RPA vs Automation Anywhere

Compared 6% of the time

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Compared 47% of the time

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Product Reports

Buyer's Guide

Automate

August 2025

Download Automate product report

Buyer's Guide

Automation Anywhere

August 2025

Download Automation Anywhere product report

Buyer's Guide

Intelligent Document Processing (IDP)

August 2025

Download Ephesoft Transact product report

Also Known As

HelpSystems Automate, Automate

Automation Anywhere, Testing Anywhere, Automation Anywhere Enterprise

No data available

Overview

Automate offers a user-friendly solution with a drag-and-drop interface for efficient task automation and integration with major platforms like SAP and Azure, making it ideal for quick deployment with minimal coding and training.

Automate provides powerful features for businesses seeking efficient automation, offering compatibility with databases, email integration, and cloud platforms. Its simple interface supports both beginners and experienced users, simplifying tasks like invoice processing, HR automation, and data transformation. Cost-effective pricing and flexible licensing enhance its appeal while integration capabilities and scheduling tools ensure smooth workflow automation.

What are Automate's Key Features?

Drag-and-Drop Interface: Simplifies automation with intuitive design.
Integration Capabilities: Connects with platforms like SAP and Azure for seamless data flow.
Database and FTP Triggers: Enhances automation potential through direct data interaction.
Efficient Scheduling: Automates tasks with precise timing and control.
Web Scraping: Automates data extraction for quick analysis and reporting.

What Benefits and ROI Should Users Expect?

Rapid Deployment: Minimizes coding efforts for quick implementation.
Cost-Effectiveness: Offers flexible pricing models to suit budget constraints.
Operational Efficiency: Reduces manual workloads and enhances productivity.
Comprehensive Integration: Facilitates improved data management across systems.
Scalability: Adapts to growing business needs with ease.

In industries such as healthcare, banking, and logistics, Automate is used for tasks like invoice payment automation, data transformation, and task automation. This leads to streamlined processes and reduced manual workload, illustrating its value in enhancing operational efficiency through diversified workflows.

Fortra

Automation Anywhere offers a robust automation platform known for its user-friendly interface, flexible scalability, and advanced automation capabilities. It's designed to streamline operations across industries by automating manual and repetitive tasks.

Automation Anywhere empowers organizations with its easy-to-use platform that simplifies automation processes through its drag-and-drop functionality. With features like MetaBot and IQ Bot, it provides advanced automation solutions. The platform seamlessly integrates with business applications, ensuring efficient operation and data protection through security features like the credential vault. Despite its strengths, there is room for improvement in integration with source control systems and third-party applications. Enhancing UI friendliness, IDE capabilities, and licensing flexibility, along with improved support in the Citrix environment, are needed. Better OCR accuracy, AI functionalities, and Excel integration would enhance user experiences.

What are Automation Anywhere's key features?

Ease of Use: Offers a user-friendly platform that allows straightforward automation of processes for non-technical users.
Advanced Bots: Includes MetaBot and IQ Bot for complex automation tasks.
Integration: Seamlessly integrates with business applications for smooth operations.
Security: Features like credential vault ensure robust data protection.
Scalability: Provides flexibility and scalability for expanding automation needs.

What benefits and ROI should users look for?

Efficiency: Automates repetitive tasks, enhancing process efficiency.
Accuracy: Improves accuracy in operations like finance and HR.
Scalability: Offers scalable solutions for growing enterprises.
Cost Reduction: Reduces operational costs by streamlining processes.
Flexibility: Adapts to various industry requirements allowing broad implementation.

In the finance sector, Automation Anywhere is used for tasks like accounts payable, accounts receivable, and invoice processing. In HR, it's implemented for onboarding, payroll, and attendance verification. Its deployment also extends to supply chain, compliance, and customer service, providing streamlined operations by automating complex business processes.

Automation Anywhere

Ephesoft provides intelligent document processing solutions with industry-leading technology to help enterprises maximize their productivity. Using AI and patented machine learning technology, Ephesoft’s platform captures data from documents, enriches it with context and amplifies the power of that data, adding intelligence to accelerate any business process and drive successful digital transformation. Once the data is unlocked, Ephesoft classifies it and easily export the data into any ERP, Content Services, RPA, Workflow or other repository.

Customers who have a high volume of valuable documents like invoices, records, contracts, mail, claims or loans, can benefit by accelerating and streamlining processes, eliminating manual data entry and boosting productivity. It’s time to automate your processes and get work done faster.

Ephesoft

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

Google, Linkedin, Cisco, Juniper Networks, DellEMC, Comcast, Mastercard, Quest Diagnostics

Honda Logistics, Washington State Health Care Authority

Buyer's Guide

Automation Anywhere vs. Ephesoft Transact

July 2025

Free Report: Automation Anywhere vs. Ephesoft Transact

Find out what your peers are saying about Automation Anywhere vs. Ephesoft Transact and other solutions. Updated: July 2025.

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See our Automation Anywhere vs. Ephesoft Transact report.

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