Ephesoft Transact vs IBM Robotic Process Automation (RPA) comparison

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

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Executive Summary

We performed a comparison between Ephesoft Transact and IBM Robotic Process Automation (RPA) 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 Ephesoft Transact vs. IBM Robotic Process Automation (RPA) Report (Updated: July 2025).

Buyer's Guide

Ephesoft Transact vs. IBM Robotic Process Automation (RPA)

July 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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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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Saman Guruge

Senior Engineer at MIT ESP

We can connect to different databases and use inbuilt activities, but we can't include our own activities

We can use its inbuilt activities, and it's a complete package, but just like ElectroNeek, a limitation is that we have to depend on its inbuilt activities. We can't include our own activities or we can't introduce other activities. When it comes to deployment and scheduling bots, there are some conflicts. They are using Microsoft MQ to communicate with their bots, but it's not reliable. When we are scheduling time, if I need to schedule an interval of one minute, sometimes, the queue gets loaded with a lot of processes or bots, and they don't wait until the first one gets complete. So, that sort of disadvantage is there. I have found one bug in version 22 when sending or configuring mail. While using their orchestration environment, on IBM Server, you can configure an SMTP connection to send out the details you want. For example, when you create a user, they send out an email. That part didn't work, and I created a few tickets. The issue is that there's a typo in the endpoint API. They have probably corrected it in version 23.

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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

"We are still in the process of rolling it to production and tweaking it (our AD groups are a mess), but the improvements are priceless. Having users ID's created the same way every time without human error is the best part. We don't need to worry about why groups were not added, user rights not set to folders or missing a private folder being created, typos or just even knowing when things are done and logged."

"The ability to connect to websites and pull data is the solution's most valuable feature."

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

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

"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."

"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."

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

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

More Automate pros

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

"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."

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

"The initial setup is straightforward."

"IBM Robotic Process Automation is very easy to use."

"If you have a business process, and once you have automated that process, you have a readily available workflow in place."

"Integrating the tool with SAP, EBS, or other ERPs is easy."

"I like the integration with Watson and the possibility to have an intelligent reading of all the customers' documents."

"It is a good tool for automation."

"The good stuff about IBM is the fact that it's very easy to use, there are very nice and smart AI tools within the licensing that you don't have to pay any access. Moreover, it's more precise and more secure."

"It's user-friendly; even non-technical people can program bots using drag-and-drop functionalities."

More IBM Robotic Process Automation (RPA) pros

Cons

"The workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially."

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

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

"Fortra's Automate is not as reliable as I would like it to be."

"The OCR for Hebrew text needs to be improved."

"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."

"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."

"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."

More Automate cons

"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."

"This RPA should be under the umbrella of BPM. This is what the future should be."

"Needs better integration with artificial intelligence or with machine-learning."

"I would like it to do pretty much everything out-of-the-box without any need for any customization. However, that is not the case right now. We absolutely have to do some amount of customization with the solution in order to use it out-of-the-box as-is."

"The users should be allowed to create folders in Control Center."

"There are certain limitations in the solution for screen reading."

"I would like to have more flexibility in connecting the platform with third-party systems."

"The product's document readers must be improved to capture the data well."

"We're based in Thailand, but the documentation is not in Thai, which makes it difficult for us. If they could translate all of their documentation into our language, we'd be very grateful."

More IBM Robotic Process Automation (RPA) cons

Pricing and Cost Advice

"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."

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

"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."

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

"I like the way this solution is priced because you can buy a license, or you can buy the software outright."

"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 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."

More Automate 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."

"IBM RPA is cheaper than other tools."

"I rate the pricing ten out of ten. So, the pricing is very good for me."

"The product has a yearly licensing fee."

"The product is reasonably priced compared to other tools."

"The pricing is reasonable."

"There is a free trial for one month, so you can use it to run your payloads or proof of concept. After that, you can pay for the license on a monthly or annual basis."

"The license is paid annually."

"IBM licensing is annual and based on Virtual Processor Cores (VPC). This provides flexibility as part of the containerization environment."

More IBM Robotic Process Automation (RPA) pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

12%

Computer Software Company

10%

Manufacturing Company

Performing Arts

Financial Services Firm

14%

Retailer

10%

Government

10%

Computer Software Company

18%

Financial Services Firm

13%

Insurance Company

Government

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 IBM Robotic Process Automation (RPA)?

Integrating the tool with SAP, EBS, or other ERPs is easy.

See all answers

What needs improvement with IBM Robotic Process Automation (RPA)?

To improve IBM Robotic Process Automation (RPA) for the next release, there should be more integration with external ...

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What is your primary use case for IBM Robotic Process Automation (RPA)?

My customers' main use cases for IBM Robotic Process Automation (RPA) are especially in the banking industry, particu...

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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

Blue Prism vs Automate

Compared 8% of the time

Automation Anywhere vs Automate

Compared 6% of the time

More Automate 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

Microsoft Power Automate vs IBM Robotic Process Automation (RPA)

Compared 68% of the time

UiPath Platform vs IBM Robotic Process Automation (RPA)

Compared 12% of the time

Nintex RPA vs IBM Robotic Process Automation (RPA)

Compared 6% of the time

Automation Anywhere vs IBM Robotic Process Automation (RPA)

Compared 6% of the time

Blue Prism vs IBM Robotic Process Automation (RPA)

Compared 5% of the time

More IBM Robotic Process Automation (RPA) Competitors

Product Reports

Buyer's Guide

Automate

August 2025

Download Automate product report

Buyer's Guide

Intelligent Document Processing (IDP)

August 2025

Download Ephesoft Transact product report

Buyer's Guide

IBM Robotic Process Automation (RPA)

August 2025

IBM Robotic Process Automation (RPA) report

Download IBM Robotic Process Automation (RPA) product report

Also Known As

HelpSystems Automate, Automate

No data available

IBM RPA

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

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

IBM Robotic Process Automation (RPA) is a technology that encompasses the use of smart robots in any process requiring efficiency, consistency and speed, with no risk of mistakes. In a nutshell, RPA simulates a human user working.

Today, it is possible to automate processes through the use of digital robots, or bots, which execute pre-programed, repetitive tasks in a safe and mistake free manner. There are literally thousands of opportunities for Robotic Process Automation to make an impact on your organization today, including: automatic invoice emission, system integration, information reconciliation, report generation, intelligent email management to lead generation, and many others.

IBM

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

Honda Logistics, Washington State Health Care Authority

The Hanover Insurance Group

Buyer's Guide

Ephesoft Transact vs. IBM Robotic Process Automation (RPA)

July 2025

Free Report: Ephesoft Transact vs. IBM Robotic Process Automation (RPA)

Find out what your peers are saying about Ephesoft Transact vs. IBM Robotic Process Automation (RPA) and other solutions. Updated: July 2025.

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