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EdgeVerve AssistEdge RPA vs Ephesoft Transact comparison

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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
28
Ranking in other categories
Robotic Process Automation (RPA) (5th)
EdgeVerve AssistEdge RPA
Average Rating
6.8
Reviews Sentiment
6.0
Number of Reviews
6
Ranking in other categories
Robotic Process Automation (RPA) (28th)
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.
Rusty  Bradford - PeerSpot reviewer
The support team was great, but we had to rely on them too much because it lacks a drag-and-drop interface and everything is hard coded
Implementing new automations could be more seamless. It was challenging to build within, so we were highly dependent on Infosys developers. They had us over a barrel with that. AssistEdge isn't a simple tool like Blue Prism or other RPA solutions with configurable items that you can drag and drop. This involved a lot of hard coding, which posed two challenges. One, we did not have that skillset, so we depended on Infosys. Two, it's a beast to go back and update or make changes when things are hard coded because you can't just move those configurable items back around.
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

"The pricing is excellent. I would give them perfect marks in that regard."
"The most valuable features for my client are timing and scheduling."
"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."
"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."
"I would recommend Automate because it has made my work much easier."
"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."
"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."
"AssistEdge made it so that the reps didn't need to maneuver through 10 or 20 different systems. We tied all that together in the background, so the reps had a shared UI, and everything else happened in the background without their knowledge. When they were retrieving data, it was done in the background through automation and pulling up to that generic UI layer"
"The feature I like the most is the ability to capture elements easily, especially when automating web-based applications. Additionally, I find the SAP connectors to be quite beneficial."
"EdgeVerve AssistEdge RPA is more affordable than UiPath."
"The user interface is not complicated, even for new users. Two to three weeks is enough to get ahold of it."
"The tool follows a role-based working model to create things. It helps to track what others are doing with the system."
"The features of EdgeVerve AssistEdge RPA that customers find most helpful include the easy understanding and good UI/UX."
"Good email automation and XL automation."
"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

"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."
"I currently have three bugs open with them that I don't know if they are addressed in the new release."
"It's possible that they could use a stronger community for seeking guidance and help."
"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."
"Some companies have asked for voice integration. This is likely part of the roadmap."
"The interface could be more user-friendly and easier to navigate."
"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 OCR for Hebrew text needs to be improved."
"We provide them with consulting and strategy advisory services, but we have never recommended any organization to use EdgeVerve AssistEdge RPA."
"We provide them with consulting and strategy advisory services, but we have never recommended any organization to use EdgeVerve AssistEdge RPA."
"There should be more activities like extraction for reading or converting PDFs. There are fewer activities compared to other tools. There are no custom activities."
"AssistEdge isn't a simple tool like Blue Prism or other RPA solutions with configurable items that you can drag and drop. This involved a lot of hard coding, which posed two challenges. One, we did not have that skillset, so we depended on Infosys. Two, it's a beast to go back and update or make changes when things are hard coded because you can't just move those configurable items back around."
"The tool's alternatives work on drag-and-drop functionality without creating custom code. We don't have an in-built queue system and use RabbitMQ for it. The solution also doesn't have a framework."
"In my opinion, areas for improvement in this solution lie in handling documentation, especially when dealing with data from various layouts or formats like scanned PDFs. Currently, new features are emerging in other tools, like generative AI, that could enhance these aspects."
"Lacks integration with third party tools."
"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 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."
"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."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"Once you buy the software, you just pay for the support for backend help."
"It comes with a package that costs approximately $20,000 USD per year."
"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."
"EdgeVerve AssistEdge RPA is cheaper compared to other RPA tools."
"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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Top Industries

By visitors reading reviews
Financial Services Firm
13%
Computer Software Company
11%
Manufacturing Company
9%
Educational Organization
5%
Manufacturing Company
20%
Computer Software Company
13%
Educational Organization
13%
Financial Services Firm
13%
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
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 EdgeVerve AssistEdge RPA?
The feature I like the most is the ability to capture elements easily, especially when automating web-based applicati...
What needs improvement with EdgeVerve AssistEdge RPA?
There should be more activities. Like extraction for reading or converting PDFs. There are fewer activities compared ...
What is your primary use case for EdgeVerve AssistEdge RPA?
We use it to scrape websites. We scrape the updates and provide the details as a database to the user. We use AssistE...
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Also Known As

HelpSystems Automate, Automate
AssistEdge RPA
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
OpenReach Service, Ricoh Americas Corporation, Event Hospitality & Entertainment
Honda Logistics, Washington State Health Care Authority
Find out what your peers are saying about EdgeVerve AssistEdge RPA vs. Ephesoft Transact and other solutions. Updated: June 2025.
859,129 professionals have used our research since 2012.