EdgeVerve AssistEdge RPA vs Ephesoft Transact comparison

Infosys and Ephesoft are both solutions in the Robotic Process Automation (RPA) category. Additionally, 66% of Infosys 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 EdgeVerve AssistEdge RPA 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 EdgeVerve AssistEdge RPA vs. Ephesoft Transact Report (Updated: June 2025).

Buyer's Guide

EdgeVerve AssistEdge RPA vs. Ephesoft Transact

June 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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Rusty Bradford

Director Digital Customer & Digital Experience at a transportation company with 1,001-5,000 employees

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.

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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

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

"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."

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

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

"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."

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

More Automate pros

"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."

"Good email automation and XL automation."

"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"

"EdgeVerve AssistEdge RPA is more affordable than UiPath."

"The features of EdgeVerve AssistEdge RPA that customers find most helpful include the easy understanding and good UI/UX."

"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."

"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

"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 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."

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

"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 would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."

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

"Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."

More Automate cons

"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."

"We provide them with consulting and strategy advisory services, but we have never recommended any organization to use EdgeVerve AssistEdge RPA."

"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."

"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."

"Lacks integration with third party tools."

"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."

"It's not easy to train."

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

"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

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

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

"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."

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

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

"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."

"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."

More Automate pricing and cost advice

"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

Educational Organization

Manufacturing Company

21%

Financial Services Firm

13%

Educational Organization

13%

Computer Software Company

13%

Computer Software Company

21%

Financial Services Firm

16%

Retailer

Insurance 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...

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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...

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What needs improvement with EdgeVerve AssistEdge RPA?

There should be more activities. Like extraction for reading or converting PDFs. There are fewer activities compared ...

See all answers

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...

See all answers

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Compared 26% of the time

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Tungsten TotalAgility vs Ephesoft Transact

Compared 61% of the time

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Product Reports

Buyer's Guide

Automate

June 2025

Download Automate product report

Buyer's Guide

Robotic Process Automation (RPA)

June 2025

Download EdgeVerve AssistEdge RPA product report

Buyer's Guide

Intelligent Document Processing (IDP)

May 2025

Download Ephesoft Transact product report

Also Known As

HelpSystems Automate, Automate

AssistEdge RPA

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

AssistEdge is a cohesive automation platform built with a suite of automation and AI
capabilities. It enables enterprises to realize the full potential of automation by offering
scalability, security, intelligence, and innovation.
AssistEdge suite of products takes customers across the automation journey.

AssistEdge Discover helps accelerate and amplify the power of automation through process
discovery. It leverages user key strokes and sophisticated neural network algorithms to create
an effective automation blueprint.
AssistEdge RPA provides enterprises with a holistic suite for their complete automation journey
— from process discovery to attended and unattended automation and orchestrating the
human-digital workforce.
The latest version, AssistEdge RPA 18.0, is an enterprise-grade platform that comes with
industry-leading capabilities around scalability, security, and performance. Equipped with
cognitive engine ‘Albie’, it seamlessly unifies the human and digital workforce, empowering
enterprises to traverse the ‘Automation Singularity’ journey.
AssistEdge Cloud RPA brings together the power of AssistEdge, Cloud infrastructure and Deep
Automation. Powered by standard cloud infrastructure and a flexible service model, it enables
enterprises with intelligent automation as a service and accelerates times to value.
AssistEdge Engage is an intelligent automation platform that utilizes AI and RPA to help
organizations reimagine their contact centers and achieve superior customer experience. It
provides a 360-degree view of the customers, provides insights based on past interactions and
behavioral patterns, thereby increasing customer satisfaction.
AssistEdge Community Edition is a lighter version of AssistEdge RPA designed for community
users, including students, developers, and professionals.

Infosys

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

OpenReach Service, Ricoh Americas Corporation, Event Hospitality & Entertainment

Honda Logistics, Washington State Health Care Authority

Buyer's Guide

EdgeVerve AssistEdge RPA vs. Ephesoft Transact

June 2025

Free Report: EdgeVerve AssistEdge RPA vs. Ephesoft Transact

Find out what your peers are saying about EdgeVerve AssistEdge RPA vs. Ephesoft Transact and other solutions. Updated: June 2025.

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