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: June 2025).

Buyer's Guide

Automation Anywhere vs. Ephesoft Transact

June 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

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

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

"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."

"This tool has machine learning and voice recognition and computer vision, which are both quite useful aspects. These aren't available in other tools. It's a good addition to this tool and it gives the solution an edge on the market."

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

"The pricing is excellent. I would give them perfect marks in that regard."

"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."

"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."

"Automate increases efficiency and eliminates errors during documentation and invoicing processes."

More Automate pros

"It's easy to use for business users. Everything is good. It's a nice product."

"Document Automation is a game changer. Earlier, with IQ Bot, we achieved partial automation—around 80% of the process was automated. With GenAI and Google Vision OCR now integrated into Document Automation, end-to-end automation is achievable, even with unstructured documents."

"Our onboarding process was pretty good. We got access to all software that we needed to learn and utilize. The Automation Anywhere University is really good. In our business, the person who was onboarding us helped us to understand how to create a center of excellence and what verticals we needed to improve. So, the support was there. We are gradually becoming a center of excellence ourselves."

"The most valuable feature in this solution is the IQ Bot."

"Improved Efficiency : Post RPA services, the efficiency and accuracy of the processes have increased tremendously and now the employees can focus more on important research and analysis work."

"The code, once developed, is pretty stable."

"The way it integrates with subsystems is impressive. When automating business processes, there might be multiple systems in use. Automation Anywhere provides various ways to connect, such as by directly using backend APIs or using the frontend. This is incredibly useful."

"Removing manual tasks has been beneficial. It works effectively."

More Automation Anywhere pros

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

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

"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."

Cons

"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."

"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."

"Some companies have asked for voice integration. This is likely part of the roadmap."

"It would be an improvement if Automate had better stability tools, whether by recommending a certain amount of memory because it can be a memory hog at times."

"Fortra's Automate is not as reliable as I would like it to be."

"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."

"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."

"Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."

More Automate cons

"Automation Anywhere should have more Excel-related functionality."

"Their license model needs to be improved. The biggest issue for me is that the license is tied to a person, and it is not something that I can pass if I want to use it for the first five hours and pass it on to you for the next five hours and so on. When we automate, the license is tied to me, and if you or somebody else needs to use that license, as a COE administrator, I need to transfer the license from person A to person B. This is something that I have always told them that should not be this way because you want to utilize your licenses effectively."

"The inclusion of word packages would help us to extract data from Word and automate word-related activities easily."

"Automation Anywhere is a tool. It is not able to go ahead and extract the hand-written documents. Most of the automation tools that we have in the market are not able to get an accuracy of close to 80 to 90 percent on hand-written documents. So, I'm eagerly looking at a release from Automation Anywhere, wherein they could plug in an LP or look at some sort of a platform which could convert hand-written documents into a readable format. If they could bring in they own platform, this would make a big in-roads for the entire automation industry."

"The interface is not intuitive for business users who are used to seeing the process on a flow chart, like a Visio workflow diagram. This may be because of the nature of the way the interface is structured and the way the functions are built in list type of format."

"With the automation copilot, if I have any internal tool or application and I want to pass on variables, I don't have it. Maybe the team can work on it to make it more efficient to make it work better across all automations."

"As a business user, I would like to have a feature wherein the bot is run on demand, whenever an email with a specific keyword or whenever a specific pers sends an email to the bot's email address."

"It would be great if video analytics could be brought in as a third-party product integration or on the Automation Anywhere platform. I would like the video analytics to be integrated within the next two years. Right now, most people are using third-party tools. Video can be translated into an image and information can be picked up from that, then translated into meaningful insights to make decisions."

More Automation Anywhere cons

"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

"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."

"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."

"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."

"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."

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

"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."

More Automate pricing and cost advice

"Automation Anywhere's price is considerably better than UiPath's."

"Automation Anywhere is somewhat expensive. The prices are slightly higher, but if you need something, you must pay for it."

"The solution's pricing is pretty decent."

"Annually, we are paying almost one million reais."

"I really enjoy the pricing options with Automation Anywhere, as they are able to flex their ability to adapt to the needs of the customer really well."

"The licensing cost is approximately $4,000 USD, which is a seed license."

"Cost-wise, it is fine. A lot of medium businesses prefer Automation Anywhere. The development cost is also lower."

"Roughly, as of today, it is around $250,000 annually."

More Automation Anywhere pricing and cost advice

"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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Top Industries

By visitors reading reviews

Financial Services Firm

13%

Computer Software Company

11%

Manufacturing Company

Educational Organization

Computer Software Company

17%

Financial Services Firm

13%

Manufacturing Company

10%

Healthcare Company

Computer Software Company

21%

Financial Services Firm

16%

Retailer

Government

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.

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What is your primary use case for HelpSystems AutoMate?

I am a consultant and I am making a lot of processes in human resources, payroll, certifications, trainings, web scra...

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

The pricing is quite good compared to its competitors. Competitors are often more expensive than Automate. I would ra...

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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.

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Product Reports

Buyer's Guide

Automate

June 2025

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Buyer's Guide

Automation Anywhere

June 2025

Download Automation Anywhere product report

Buyer's Guide

Intelligent Document Processing (IDP)

May 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

June 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: June 2025.

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