Try our new research platform with insights from 80,000+ expert users

AutomationEdge vs Ephesoft Transact comparison

Sponsored
 

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)
AutomationEdge
Average Rating
7.6
Reviews Sentiment
6.2
Number of Reviews
16
Ranking in other categories
Robotic Process Automation (RPA) (11th)
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.
Jajati Panda - PeerSpot reviewer
Delivers increased productivity and streamlines fraud processing in banking, though technical support could be faster
Before AutomationEdge, we had to hire coder-level experts with Java or Python knowledge. This approach took considerable time and required error handling to automate processes. With this tool, all processes are automatically handled with errors, and no-code automation is available. The cost for a developer is now significantly lower. Previously, we hired highly efficient developers with high salary packages. The license cost of 5 to 10 lakhs per year for one person to automate is equivalent to a person's annual salary. With the license and a developer hired at 3 to 5 lakhs, we can automate 40 to 50 processes.
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."
"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task."
"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 product effectively handles all the tasks we require."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"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."
"I find it very user-friendly. Our IT department and other departments can seamlessly collaborate without requiring extensive training. As a business department, we particularly value this aspect, as our team doesn't consist of many IT users. However, we couldn't solely rely on a drag-and-drop approach to implement and utilize the solution within our departments."
"The pricing is excellent. I would give them perfect marks in that regard."
"The support from the vendor is very good."
"It is a valuable tool for developing efficient solutions, especially in finance and banking."
"The ability to automate our processes with external plug-ins and zero code is the most valuable feature."
"If we want to change your processes, we can code it from scratch, making it a beneficial feature of the product."
"The chatbot that they have is most valuable. It is one of the best features because they own it, and they don't need to integrate with other parties to have a chatbot. This is one of the main features. The rest of the features are common to all RPA tools or vendors available in the market."
"The product's most valuable feature is the executor."
"AutomationEdge has shown the most productive impact, and the productivity was excellent before, and now it can increase by 20 to 30% more with AI implementation."
"We can quickly adapt to our end users."
"I have found the keyword extraction to be helpful."
"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."
"Transact's best feature is its ease of customization."
 

Cons

"It's possible that they could use a stronger community for seeking guidance and help."
"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."
"The technical support could be better. We suffer from language barriers, as we are in Argentina."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully."
"Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."
"Fortra's Automate is not as reliable as I would like it to be."
"Regarding stability and reliability, AutomationEdge is mid-range. When compared with other tools such as Automation Anywhere and UIPath, they are more stable than AutomationEdge."
"The price of the solution could be improved."
"It's not an intuitive tool."
"In the future, they should have a similar version for the cloud and on-premises, and the installation should be flawless within few minutes."
"AutomationEdge's ecosystem has shortcomings and needs improvement. When we compare AutomationEdge to other RPA tools in our company, we find that it has a very minor online community."
"The ease of use is the main thing on which they really have to focus. If they want to go against the giants, it should be improved in ease of use, and it should be more user-friendly. It would be helpful because everyone should be empowered irrespective of whether they know how to code or not. They should enhance its user interface and make it more intuitive."
"We cannot use extra modules while working with AutomationEdge. It crashes if we have lots of data to process in Excel."
"When compared with other tools such as Automation Anywhere and UIPath, they are more stable than AutomationEdge."
"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."
"It's not easy to train."
"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."
 

Pricing and Cost Advice

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"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'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"It comes with a package that costs approximately $20,000 USD per year."
"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."
"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 product is available at the lowest price."
"Pricing can be made better. Currently, I think the pricing is based on the market. The pricing also depends on the business partners that offer you the solution."
"Price-wise, AutomationEdge is pretty affordable, making it not so expensive when you compare this with other tools in the market."
"I give the price of the solution a nine out of ten."
"The licensing for this solution should have a more competitive pricing model. The price is in the top five of similar products."
"If you are looking for a budget solution, you can consider AE. It has all the features. Scaling it is way easier because of the cost itself."
"It is expensive but its value can justify the cost."
"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."
report
Use our free recommendation engine to learn which Robotic Process Automation (RPA) solutions are best for your needs.
869,566 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
9%
Manufacturing Company
9%
Performing Arts
6%
Financial Services Firm
11%
Computer Software Company
11%
Healthcare Company
10%
Comms Service Provider
9%
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 Business12
Midsize Enterprise1
Large Enterprise3
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 ...
What do you like most about AutomationEdge?
It helps us with cost optimization and easy implementation.
What is your experience regarding pricing and costs for AutomationEdge?
I rate AutomationEdge's pricing as a six to seven. It is expensive but its value can justify the cost.
What needs improvement with AutomationEdge?
In AutomationEdge, I think there could be improvements. I have not used it in maybe two months, but in the past, you ...
Ask a question
Earn 20 points
 

Also Known As

HelpSystems Automate, Automate
No data available
No data available
 

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
Smart Dubai Government (SDG)
Honda Logistics, Washington State Health Care Authority
Find out what your peers are saying about AutomationEdge vs. Ephesoft Transact and other solutions. Updated: September 2025.
869,566 professionals have used our research since 2012.