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AutomationEdge vs Ephesoft Transact comparison

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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
28
Ranking in other categories
Robotic Process Automation (RPA) (5th)
AutomationEdge
Average Rating
7.8
Reviews Sentiment
7.0
Number of Reviews
12
Ranking in other categories
Robotic Process Automation (RPA) (21st)
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

Anabel Marco - PeerSpot reviewer
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.
BhargavJotva - PeerSpot reviewer
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.
YS
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.

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."
"Web scraping is quite good since it offers a lot of possibilities."
"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."
"The pricing is excellent. I would give them perfect marks in that regard."
"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."
"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task."
"The most valuable features for my client are timing and scheduling."
"I would recommend Automate because it has made my work much easier."
"The most valuable feature of AutomationEdge is creating accounts."
"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."
"If we want to change your processes, we can code it from scratch, making it a beneficial feature of the product."
"It is a valuable tool for developing efficient solutions, especially in finance and banking."
"The support from the vendor is very good."
"We can quickly adapt to our end users."
"The ability to automate our processes with external plug-ins and zero code is the most valuable feature."
"The initial setup was easy and straightforward."
"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

"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."
"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."
"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."
"The OCR for Hebrew text needs to be improved."
"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."
"It's possible that they could use a stronger community for seeking guidance and help."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"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."
"The installation process could improve. It was difficult to complete."
"In the future, they should have a similar version for the cloud and on-premises, and the installation should be flawless within few minutes."
"They could provide more technologies for IT and security to enhance machine learning capabilities."
"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."
"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

"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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."
"It comes with a package that costs approximately $20,000 USD per year."
"Once you buy the software, you just pay for the support for backend help."
"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."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"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 like the way this solution is priced because you can buy a license, or you can buy the software outright."
"I give the price of the solution a nine out of ten."
"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."
"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."
"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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Top Industries

By visitors reading reviews
Financial Services Firm
13%
Computer Software Company
11%
Manufacturing Company
9%
Educational Organization
5%
Financial Services Firm
19%
Computer Software Company
13%
Healthcare Company
8%
Real Estate/Law Firm
8%
Computer Software Company
21%
Financial Services Firm
16%
Retailer
9%
Government
7%
 

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

HelpSystems Automate, Automate
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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
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: June 2025.
859,129 professionals have used our research since 2012.