AutomationEdge vs Ephesoft Transact comparison

AutomationEdge and Ephesoft are both solutions in the Robotic Process Automation (RPA) category. Additionally, 86% of AutomationEdge 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 AutomationEdge and Ephesoft Transact based on real PeerSpot user reviews.

Find out in this report how the two Robotic Process Automation (RPA) solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.

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

Buyer's Guide

AutomationEdge 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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VishalKumar6

RPA Developer at Q3edge Consulting Pvt. Ltd

Excels in cost efficiency and integration options while improving Java dependency

Excel automation is a very good feature in AutomationEdge. In Excel automation, it is much easier than other platforms. It is not complex, and using data massaging, we can combine data together. It is very easy in AutomationEdge for performing data massaging. Regarding AI capabilities, AutomationEdge has a platform called DocuEdge, in which data extraction with PDFs and images is performed. In DocuEdge, we have GenAI integration where we can use prompt engineering. We provide text and according to that text, it will provide values to us. In terms of RPA solutions, it is very good. It is more affordable than other tools, and we can perform almost all tasks using AutomationEdge. While it is not as advanced as tools such as UIPath, we can definitely achieve any automation using AutomationEdge. We can implement various scripts including Python, Java, JavaScript, SQL, and PowerShell scripts. Regarding scalability, we can definitely use it in scalable projects. Sometimes we face issues when working with large data sets, but these issues can be reduced. The scalability is good in AutomationEdge.

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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

"A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added."

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

"The best feature of Automate is its ease of use, which is a major selling point."

"We have tried other RPA solutions like UiPath or Automation Anywhere. They are fantastic products but complex, and it's hard to understand everything. It would be best if you had a skilled developer or several. Automate is easy to implement, administer, and use. It's appropriate for us because our cases are simple and easy to automate. We don't need complicated tools with many features; We prefer to get a significant ROI quickly."

"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 have found the pricing to be very reasonable."

"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."

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

More Automate pros

"It is a valuable tool for developing efficient solutions, especially in finance and banking."

"The product's most valuable feature is the executor."

"The initial setup was easy and straightforward."

"We can quickly adapt to our end users."

"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 ability to automate our processes with external plug-ins and zero code is the most valuable feature."

"Stability-wise, I rate the solution a nine out of ten...I rate the technical support of the solution a nine out of ten."

"It helps us with cost optimization and easy implementation."

More AutomationEdge 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

"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 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 technical support could be better. We suffer from language barriers, as we are in Argentina."

"It's possible that they could use a stronger community for seeking guidance and help."

"The vendor is currently working on a solution that allows us to automatically create a process that is based on a document that we receive via email."

"The intelligent automation feature could be improved. It's interesting because it's simple, but the automation quality isn't always good. It's easy to use, but sometimes you need to make a slight improvement to the automation, and that's not so easy."

"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."

"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."

More Automate cons

"We cannot use extra modules while working with AutomationEdge. It crashes if we have lots of data to process in Excel."

"It's not an intuitive tool."

"With the solution, customizing software can be time-consuming."

"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."

"There are some shortcomings in the product's stability that need improvement."

"With other automation solutions in the market, we can simulate the process in our notebooks where the solution creates the code for us, but with AutomationEdge we can't do this."

"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."

"The price of the solution could be improved."

More AutomationEdge cons

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

"It's not easy to train."

"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

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

"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."

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

"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."

"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."

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

"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."

More Automate pricing and cost advice

"The product is available at the lowest price."

"The licensing for this solution should have a more competitive pricing model. The price is in the top five of similar products."

"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."

"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."

"I give the price of the solution a nine out of ten."

"Price-wise, AutomationEdge is pretty affordable, making it not so expensive when you compare this with other tools in the market."

"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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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

Financial Services Firm

16%

Computer Software Company

10%

Healthcare Company

Comms Service Provider

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.

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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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What do you like most about AutomationEdge?

It helps us with cost optimization and easy implementation.

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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.

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What needs improvement with AutomationEdge?

AutomationEdge's primary issue is its price point, especially compared to products from companies like Microsoft that...

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Comparisons

UiPath Platform vs Automate

Compared 28% of the time

Microsoft Power Automate vs Automate

Compared 24% of the time

Redwood Software - Finance Automation Edition vs Automate

Compared 9% of the time

Blue Prism vs Automate

Compared 8% of the time

Automation Anywhere vs Automate

Compared 6% of the time

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Automation Anywhere vs AutomationEdge

Compared 41% of the time

UiPath Platform vs AutomationEdge

Compared 34% of the time

Microsoft Power Automate vs AutomationEdge

Compared 25% of the time

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Tungsten TotalAgility vs Ephesoft Transact

Compared 47% of the time

Tungsten RPA vs Ephesoft Transact

Compared 28% of the time

ABBYY Vantage vs Ephesoft Transact

Compared 26% of the time

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Product Reports

Buyer's Guide

Automate

August 2025

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AutomationEdge

August 2025

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Buyer's Guide

Intelligent Document Processing (IDP)

August 2025

Download Ephesoft Transact product report

Also Known As

HelpSystems Automate, Automate

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

AutomationEdge is an Intelligent Robotic Process Automation product which comes bundled with key essential technologies for automation of front office, middle office, back office and IT operations.
AutomationEdge provides Chatbots, Intelligent Automation bots, AI and Machine Learning capabilities that help clients reduce costs, improve response time, grow business and achieve compliance. AutomationEdge provides ready Bots and development environment to build new Bots.

AutomationEdge

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

Smart Dubai Government (SDG)

Honda Logistics, Washington State Health Care Authority

Buyer's Guide

AutomationEdge vs. Ephesoft Transact

July 2025

Free Report: AutomationEdge vs. Ephesoft Transact

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

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