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Automation Anywhere vs Ephesoft Transact comparison

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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
Sponsored
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
30
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Automation Anywhere
Average Rating
8.4
Reviews Sentiment
6.9
Number of Reviews
613
Ranking in other categories
Business Process Management (BPM) (2nd), Robotic Process Automation (RPA) (2nd), Process Mining (2nd), Intelligent Document Processing (IDP) (3rd), Agentic Automation (1st)
Ephesoft Transact
Average Rating
7.6
Reviews Sentiment
5.9
Number of Reviews
3
Ranking in other categories
Intelligent Document Processing (IDP) (19th)
 

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.
Vatsal Mehta - PeerSpot reviewer
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.
reviewer2155206 - PeerSpot reviewer
Average solution with good workflow but needs to improve machine learning
The configuration can be a bit much. The AML engine part could be better. It's not easy to train. It's not so easy to train the system. If it's not trained, the accuracy will be off. They need to improve data quality. They need to start from scratch with the AML. They need to add on the document processing tool. It's getting there; it just need to be expanded. I haven't used the reporting too much. However, it would be helpful to have it more robust. The solution does require a lot of RAM.

Quotes from Members

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

Pros

"I would recommend Automate because it has made my work much easier."
"The ability to connect to websites and pull data is the solution's most valuable feature."
"We have found the pricing to be very reasonable."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"The pricing is excellent. I would give them perfect marks in that regard."
"Automate increases efficiency and eliminates errors during documentation and invoicing processes."
"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."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"With the help of Bot, it has increased the productivity of the current process and we do not need to spend more time on error resolution and rectification."
"We can integration with other APIs, which is a good thing. This helps us with our database integration. For example, we have done an SAP integration, which is great, since SAP has a lot of manual work."
"Automation Anywhere is frequently releasing new features to their product. I find this amazing as they provide frequent product updates, introducing new features to the frameworks and similar aspects."
"What I appreciate the most about Automation Anywhere is that the tool is very robust."
"Automation Anywhere has helped us with efficiency and accuracy."
"With Automation Anywhere, they receive their financial statements while still on the call."
"The integrations with the OCR engines in Automation Anywhere are quite powerful. It has helped us in many projects."
"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."
"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

"Some companies have asked for voice integration. This is likely part of the roadmap."
"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"Fortra's Automate is not as reliable as I would like it to be."
"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."
"The documentation is not that great."
"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."
"The user interface could be slightly enhanced to make it more modern."
"The error handling command on this solution still needs improvement, especially when compared to other platforms that are doing very well."
"The bot scaling process was painful, when you go beyond a few bots, and because we had stability issues. We had to work through the issues, and they took us a long time."
"The initial implementation of Automation Anywhere regarding the elastic search and database set connection can be a little difficult. However, I am skilled enough to get through it. There were some balancing issues that my other team members had to manage. They are having difficulty in balancing when I checked the architecture properly. We determined later that there was no need for a load balance to be done on the servers. We didn't do any load balancing and then the elastic search was not done."
"Automation Anywhere can include database commands like insert row, bold row, etc commands in 11.x"
"Room for improvement is more on the IQ Bot side: How quickly we can adopt and deploy it?"
"One key feature for improvement I have been providing feedback on through the MVP program is enhancing natural language conversation to action."
"New versions keep coming up. The challenge for us is to have the downtime to do the migrations. This could be improved upon. We would like fewer version changes and upgrades happening to the application. While the downtime is not that much, depending on the business processes, there are times few critical processes are running on a daily or hourly basis. We would expect the downtime to be even less for them."
"The areas that need improvement are the license management, user access permission, user role access management, and technical support."
"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."
"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."
"It's not easy to train."
 

Pricing and Cost Advice

"It comes with a package that costs approximately $20,000 USD per year."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"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."
"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."
"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."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"We are not receiving the right information about their features, e.g. Automation Anywhere University, or anything that they are selling. They need to improve their documentation."
"It's justified because we have saved quite a bit of money at the company and many manual hours. Overall, it justifies the cost."
"The certifications are free of cost."
"Our licensing costs are setup on an annual basis."
"The control room access gives the ability to create different roles, which helps when purchasing additional licensing."
"Cost is the biggest area in need of improvement for Automation Anywhere. Annually it's $250,000. That's what deterred us right away."
"My understanding is that the license cost of Automation Anywhere is more reasonable than UiPath and Blue Prism."
"In the Indian market, I feel that for mid-size companies, such as ourselves, that having multiple bots costs a lot. If Automation Anywhere wants to expand in the Indian market, they will need to look at their pricing."
"Transact's pricing could be better for smaller customers."
"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."
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Use our free recommendation engine to learn which Intelligent Document Processing (IDP) solutions are best for your needs.
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
9%
Manufacturing Company
9%
Performing Arts
6%
Computer Software Company
16%
Financial Services Firm
13%
Manufacturing Company
9%
Healthcare Company
5%
Financial Services Firm
20%
Government
12%
Insurance Company
10%
Performing Arts
8%
 

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 Business140
Midsize Enterprise81
Large Enterprise515
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.
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...
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 ...
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...
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...
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.
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Also Known As

HelpSystems Automate, Automate
Automation Anywhere, Testing Anywhere, Automation Anywhere Enterprise
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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
Google, Linkedin, Cisco, Juniper Networks, DellEMC, Comcast, Mastercard, Quest Diagnostics
Honda Logistics, Washington State Health Care Authority
Find out what your peers are saying about Automation Anywhere vs. Ephesoft Transact and other solutions. Updated: September 2025.
869,566 professionals have used our research since 2012.