AutomationEdge vs Ephesoft Transact comparison

AutomationEdge and Ephesoft are both solutions in the Robotic Process Automation (RPA) category. Additionally, 84% 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: April 2025).

Buyer's Guide

AutomationEdge vs. Ephesoft Transact

April 2025

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Helped 850,028 peers since 2012

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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BhargavJotva

Associate Manager - Retail Banking Operation at IDFCFIRST

An RPA tool to automate functions, tasks, and processes that also allows users to do coding from the scratch

The initial setup of AutomationEdge was satisfactory for our company. For deployment for a large process, it will take around two months to develop the process. Else, it can be done in fifteen days. My organization gets to automate the banking processes using the solution. There are different requirements for different departments. Finance departments need something to automate their processes, and the requirements may vary for the information management department. There is a different type of automation requirement if there are some secretive documents that we have to keep on triggering mail.

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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

"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."

"We have found the pricing to be very reasonable."

"The licensing of the product is very good. You only need to license it once and then you have it forever."

"Web scraping is quite good since it offers a lot of possibilities."

"The solution is continuously adding more integrations to help with workflows and bot and task creation."

"I find the ease of use from a programming perspective very valuable."

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

"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."

More Automate pros

"The studio design is fine compared to other similar products. There is nothing extraordinary about it, but at the same time, there are not any negatives."

"The most valuable feature of AutomationEdge is creating accounts."

"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."

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

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

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

More AutomationEdge pros

"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."

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

Cons

"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."

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

"There is a lack of good development for artificial intelligence, such as machine learning."

"The interface could be more user-friendly and easier to navigate."

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

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

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

More Automate cons

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

"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."

"In the future, they should have a similar version for the cloud and on-premises, and the installation should be flawless within few minutes."

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

"They could provide more technologies for IT and security to enhance machine learning capabilities."

"The price of the solution could be improved."

"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 installation process could improve. It was difficult to complete."

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

"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."

"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."

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."

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

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

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

"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."

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

More Automate pricing and cost advice

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

"It is expensive but its value can justify the cost."

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

"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."

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

"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."

"The product is available at the lowest price."

"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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850,028 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

15%

Computer Software Company

12%

Manufacturing Company

Healthcare Company

Financial Services Firm

25%

Computer Software Company

15%

Healthcare Company

Manufacturing Company

Computer Software Company

18%

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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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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What do you like most about Ephesoft Transact?

I have found the keyword extraction to be helpful.

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What is your experience regarding pricing and costs for Ephesoft Transact?

The pricing is fair. It's not too expensive. I'd rate the solution seven out of ten.

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What needs improvement with Ephesoft Transact?

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...

See all answers

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Automate

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Intelligent Document Processing (IDP)

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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

April 2025

Free Report: AutomationEdge vs. Ephesoft Transact

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

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