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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

Fortra's Automate
Sponsored
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
Robotic Process Automation (RPA) (4th), Business Orchestration and Automation Technologies (5th)
EdgeVerve AssistEdge RPA
Average Rating
6.8
Reviews Sentiment
5.2
Number of Reviews
6
Ranking in other categories
Robotic Process Automation (RPA) (30th)
Ephesoft Transact
Average Rating
7.6
Reviews Sentiment
5.9
Number of Reviews
3
Ranking in other categories
Intelligent Document Processing (IDP) (15th)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
IT Project Manager at Labo des histoires
Automate has streamlined workflows and increased efficiency with powerful automation
The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.
reviewer2728704 - PeerSpot reviewer
Corporate Development Specialist at a tech vendor with 10,001+ employees
Offers a user-friendly interface but lacks enterprise-level features
EdgeVerve AssistEdge RPA is not difficult to deploy and the process was fine. Concerning deployment time, it usually takes one or two days. It totally depends upon the number of use cases and the processes where we are implementing. It might take weeks as well, depending upon the process in which we are implementing.
reviewer2155206 - PeerSpot reviewer
Software Development Consultant at a hospitality company with 1-10 employees
Average solution with good workflow but needs to improve machine learning
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 train the system. If it's not trained, the accuracy will be off. They need to improve data quality. They need to start from scratch with the AML. They need to add on the document processing tool. It's getting there; it just need to be expanded. I haven't used the reporting too much. However, it would be helpful to have it more robust. The solution does require a lot of RAM.

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."
"Fortra's Automate has a user-friendly interface that is quite easy to understand for new use cases."
"I find the ease of use from a programming perspective very valuable."
"Fortra's Automate helps to automate things and reduces our manual work, saving our time, so I do not think there is any downside I feel as an automation tool."
"Web scraping is quite good since it offers a lot of possibilities."
"The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool."
"Automate helps me reduce manual work by automating tasks such as access keys and security rotations that we were not able to automate before, diminishing human dependency, and helps minimize errors."
"The ability to connect to websites and pull data is the solution's most valuable feature."
"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."
"EdgeVerve AssistEdge RPA is more affordable than UiPath."
"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."
"The user interface is not complicated, even for new users. Two to three weeks is enough to get ahold of it."
"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"
"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

"Sometimes when we communicate with the ERP system and there is an issue, we are not always aware of the specifics of Automate and the source of the problem."
"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."
"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."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"Automate could simplify the UI for creating a workflow for automation. As a technical person, I can understand it easily. However, there are few activities in the software that our HR department cannot understand."
"We really need a free development environment for customers. Building and testing automation on production isn't ideal."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"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."
"We provide them with consulting and strategy advisory services, but we have never recommended any organization to use EdgeVerve AssistEdge RPA."
"Lacks integration with third party tools."
"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."
"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 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."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"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 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 cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"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
11%
Manufacturing Company
9%
Computer Software Company
7%
Performing Arts
6%
Educational Organization
17%
Manufacturing Company
13%
Computer Software Company
11%
Performing Arts
9%
Financial Services Firm
20%
Government
12%
Performing Arts
10%
Insurance Company
10%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business25
Midsize Enterprise10
Large Enterprise9
No data available
No data available
 

Questions from the Community

What is your primary use case for HelpSystems AutoMate?
I have used it mainly for internal process automation, including file transfer, data extraction, and scheduling jobs.
What is your experience regarding pricing and costs for Fortra Automate?
Regarding the pricing of Fortra's Automate, I think it is neither expensive nor inexpensive. From what I have seen, i...
What needs improvement with Fortra Automate?
One aspect I dislike about Fortra's Automate is that debugging slows me down. When the workflow fails, tracing the ex...
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?
In terms of improvements for EdgeVerve AssistEdge RPA, there is nothing specific that could be identified as needing ...
What is your primary use case for EdgeVerve AssistEdge RPA?
The main use cases for EdgeVerve AssistEdge RPA are quite diverse; it can be used within finance, banking, supply cha...
Ask a question
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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: December 2025.
880,315 professionals have used our research since 2012.