Blue Prism vs Ephesoft Transact comparison

SS&C Blue Prism and Ephesoft are both solutions in the Robotic Process Automation (RPA) category. Additionally, 88% of SS&C Blue Prism users are willing to recommend the solution, compared to 50% of Ephesoft users who would recommend it.

Comparison Buyer's Guide

Download the report

Executive Summary

We performed a comparison between Blue Prism 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 Blue Prism vs. Ephesoft Transact Report (Updated: July 2025).

Buyer's Guide

Blue Prism vs. Ephesoft Transact

July 2025

Download the complete report

Helped 865,384 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.

Read full review

WayneFillis

Robotic Process Automation Manager at South African Reserve Bank

Effective automation boosts efficiency but requires improved co-management

There is a need for a co-management product to manage multiple developers using Blue Prism. Features like version control and supporting multiple developers at the same time should be improved. Furthermore, Blue Prism should invest in marketing their other products. I also find it concerning that they require purchasing support calls.

Read full review

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.

Read full review

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

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

"The most valuable features for my client are timing and scheduling."

"The interface is simple, user-friendly, and very intuitive."

"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."

"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."

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

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

"I actually quite liked the no-coding functionality."

More Automate pros

"The automation on offer is great."

"I like the solution’s simplicity in process and objects. The solution has very clear guidelines and demarcation on processes and objects which is not present in other tools. The tool’s architecture is also very simple and clear. The product’s licensing model is also very simple. Other tools do not have such a simple licensing model."

"The solution is way more efficient for debugging than other tools."

"All of the processes that we've automated have been completed successfully, and the bots are able to process them as expected."

"It is a scalable solution."

"Access to the SQL database allows for extra capabilities."

"Being able to create an object and use it for multiple processes has been very useful for us."

"The integration has improved a lot in terms of SAP, and other screens."

More Blue Prism 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."

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

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

Cons

"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."

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

"The solution has a very weak knowledge base."

"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."

"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."

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

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

More Automate cons

"Emerging technologies adoption is a challenge for every organization, especially the products which address productivity/automation."

"They should incorporate more functionalities in the analytics tool."

"Blue Prism can improve a lot. The interaction with Google Chrome can be massively improved. I know in the next version there are slight improvements. We don't know how much, but we are comparing them. At this moment, Google Chrome is a massive issue within the toolset, due to the way Google Chrome receives updates regularly but Blue Prism is unable to cope. The spy method of Google Chrome is not as user-friendly as Internet Explorer is. However, Internet Explorer is being discontinued from their support, therefore it's not the best browser to be using. This has caused us major issues in the last six months."

"If that bot is running 24/7, we have to allocate people 24/7, 24 hours a day. The cost of support can be quite high."

"For developers, they should have some kind of recording feature."

"We didn't find it much useful for unstructured data. It is not easy to do the automation with Blue Prism if you have unstructured data. It should have better automation processes or connectors for unstructured data such as PDFs or pictures. It has a connector for different applications, such as SAP, but we use a few other applications for which it doesn't have a connector. It should have a more comprehensive dashboard that we can use to see the processes that are running and control the parameters."

"There are many reasons why many companies don't go for Blue Prism. It is not open, and the community addition is not available. Blue Prism provides support through partnership. You need to do a partnership with them, which is a major disadvantage. You contact a Blue Prism team, and they will schedule a meeting with you. They will give you a demo and help you set up everything, whereas with UiPath and Automation Anywhere, you can try the community edition, and if it fits your needs, you simply buy a license for that. The initial setup of Blue Prism is complex. They simply provide a PDF or documentation for you to go through it, whereas, if you go with UiPath or Automation Anywhere, they have several videos and community support to guide you. The documentation of Blue Prism is static. They don't have any sort of videos or open forums. Other tools have got a lot of community support, but Blue Prism doesn't have that. Its training is also hard to attain, and they also don't provide any certification."

"In the next release of this solution, I would like to see support for attended robots."

More Blue Prism 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."

"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

"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."

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

"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 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."

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

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

More Automate pricing and cost advice

"Blue Prism is an expensive solution, especially in Southeast Asia, while in Europe and the UK, it can be considered moderate in terms of cost."

"The licensing is approximately $1,100."

"I don't have an idea about Blue Prism, but I have an idea about UiPath. UiPath is scaling its business in different products. It has got products for intelligent document processing (IDP) to test or log integrations for chatbots. If you want to work on something like a true test automation, you have to buy a test book. In such cases, they have a predefined way of working with, implementing, or running things. This is where I see that UiPath might be a bit costly or expensive when compared to Blue Prism because UiPath charges for each and every product."

"The price of Blue Prism is high compared to others solutions. It would be helpful if they could provide a trial version for new users to try. Other vendors provide a community or trial version. There are not any hidden costs."

"Blue Prism is pretty steep compared to the others, much more than Automation Anywhere."

"My clients tend to feel that the overall implementation cost is a little high."

"I chose Blue Prism because it is priced well. The pricing was right for me at that moment even though Automation Anywhere is better in other aspects."

"The tool is expensive."

More Blue Prism pricing and cost advice

"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."

See which vendors are best for you

Use our free recommendation engine to learn which Robotic Process Automation (RPA) solutions are best for your needs.

See recommendations

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

22%

Computer Software Company

10%

Manufacturing Company

Insurance Company

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.

See all answers

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.

See all answers

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...

See all answers

Should I choose Blue Prism or Microsoft Power Automate?

Hello Netanya, it depends on your needs and your expertise. In my humble opinion you can start a big RPA project imp...

See all answers

I am evaluating Blue Prism and UiPath for RPA for my company. Which one do you recommend?

I'm very familiar with UiPath and the RPA industry: was hired by Daniel Dines in 2015 when there were 35 employees an...

See all answers

What do you like most about Blue Prism?

It is a stable solution.

See all answers

Ask a question

Earn 20 points

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

Automation Anywhere vs Automate

Compared 6% of the time

MOVEit vs Automate

Compared 5% of the time

More Automate Competitors

Microsoft Power Automate vs Blue Prism

Compared 35% of the time

UiPath Platform vs Blue Prism

Compared 29% of the time

Automation Anywhere vs Blue Prism

Compared 12% of the time

Pega Robotic Process Automation vs Blue Prism

Compared 3% of the time

IBM Robotic Process Automation (RPA) vs Blue Prism

Compared 2% of the time

More Blue Prism Competitors

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

More Ephesoft Transact Competitors

Product Reports

Buyer's Guide

Automate

August 2025

Download Automate product report

Buyer's Guide

Blue Prism

August 2025

Download Blue Prism product report

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

Blue Prism is an intelligent, business-developed, no-code automation platform for SaaS deployments as well as for on-premises, public cloud, multi-cloud, and hybrid environments. Unlike other automation technology, Blue Prism combines robotic process automation with expanded artificial intelligence and cognitive capabilities. Blue Prism gives users instant access to the tools you need for building and delegating automations, as well as a digital workforce that is already AI-equipped.

With Blue Prism’s code-free RPA, deployed through use of their Robotic Operating Model, your business can scale efficiently, improve customer satisfaction, reduce costs, and augment its talent to take on new responsibilities. Blue Prism helps to accelerate operational agility and efficiency by making it easy to automate the most important processes. Allocating everyday tasks to your Digital Workforce gives you immediate increased capacity and allows your teams to focus on their strategic goals. In addition, it delivers a return on investment, increases efficiency gains, and can even introduce new revenue streams.

“Workforce of the Future”

Blue Prism’s all-in-one intelligent automation platform consists of:

Design Studio with drag-and-drop process automation building, reusable “objects” across your business, and updates to objects and processes saved throughout the process library.
Control Room where you can assign processes to digital workers, scale digital worker and task volume ondemand, and gain real-time transparency of process proficiencies.
Digital Workforce of autonomous software robots that can learn and mimic business processes like humans and are equipped with six intelligent automation skills:
1. Knowledge and Insight - The ability to harvest, understand, and deliver insights from multiple disparate data sources.
2. Visual Perception - The ability to read, understand, and contextualize visual information.
3. Learning - The ability to derive contextual meaning and adapt to evolving process patterns.
4. Planning and Sequencing - The ability to optimize workloads and identify opportunities for better outcomes.
5. Problem-solving - The ability to autonomously solve system, logic, and business problems.
6. Collaboration - The ability to seamlessly work with both people and systems.

Reviews from Real Users

Blue Prism stands out for its enterprise-level functionality, which is why many companies choose it over its competitors. PeerSpot users note that the solution is easy to use, stable, and robust scalability-wise. The security is also top-notch. One user pointed out that "One of the most powerful features in Blue Prism is exception handling. It's one of the features that really differentiates it from other platforms." Blue Prism helps businesses with everything from compliance to quality control and error-avoidance.

SS&C Blue Prism

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

Coca-Cola, Walgreens, American Express, Royal Bank of Canada, Pfizer, Shop Direct, O2, Siemens, Ascension Healthcare, Jaguar Land Rover

Honda Logistics, Washington State Health Care Authority

Buyer's Guide

Blue Prism vs. Ephesoft Transact

July 2025

Free Report: Blue Prism vs. Ephesoft Transact

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

DOWNLOAD NOW

865,384 professionals have used our research since 2012.

See our Blue Prism vs. Ephesoft Transact report.

See our list of best Robotic Process Automation (RPA) vendors.

We monitor all Robotic Process Automation (RPA) reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.