Ephesoft Transact vs IBM Robotic Process Automation (RPA) comparison

Ephesoft Transact vs. IBM Robotic Process Automation (RPA)

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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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GeorgeTzifas

Chief Operating Officer at Anyrobotics RPA Experts

Provides smart AI tools and easy to use

I would like to have more flexibility in connecting the platform with third-party systems. It is easy to connect IBM RPA with other IBM products, but it is complicated when connecting to non-IBM systems. So, I would like IBM RPA to be even more flexible in connecting to third-party systems.

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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

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

"This product is quite easy to install, learn, and use, with our new employees being able to start using it in projects for clients after only two weeks of internal training."

"I would rate the technical support as a nine out of ten because it is quite fast and courteous."

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

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

"Overall, the whole product is really nice and provides significant benefits."

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

"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."

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."

"It's not inclusive, in terms of automation, you can just do it standalone, in its own silo. It's not going to force your existing system or teams, your admin teams, to create new IDs for you or even force them to create new services or APIs for you or expose something from there. They can just keep the way they are doing it right now, but you still automate it."

"The quality is great! It's very strong and has a very strong platform."

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

"The solution’s performance is good."

"I think simplicity is key. One of the things that we've noticed is how our developers have been able to quickly adopt the platform; but not only the developers or the techy people, also the business."

"The solution's ease of use is its most valuable aspect."

"It's integrated with all the other products within the Salesforce ecosystem."

"It is easy to use. We have enabled our resources who don't have a background in automation to be certified and trained, then implement this product within a very short period of time, as it is very user-friendly."

More IBM Robotic Process Automation (RPA) pros

Cons

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

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

"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."

"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."

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

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

"The documentation is not that great."

More Automate cons

"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."

"Stability could be better."

"IBM Robotic Process Automation should be more stable."

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

"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."

"We are looking to see how it can connect with various interfaces seamlessly, through APIs."

"The scalability of the solution can be challenging."

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

More IBM Robotic Process Automation (RPA) cons

Pricing and Cost Advice

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

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

"It comes with a package that costs approximately $20,000 USD per year."

"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 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."

"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."

"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

"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."

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

"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."

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

"IBM RPA is cheaper than other tools."

"The license is paid annually."

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

"The product has a yearly licensing fee."

"The pricing is reasonable."

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

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Top Industries

By visitors reading reviews

Financial Services Firm

13%

Computer Software Company

11%

Manufacturing Company

Educational Organization

Computer Software Company

21%

Financial Services Firm

16%

Retailer

Government

Computer Software Company

19%

Financial Services Firm

17%

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.

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 IBM Robotic Process Automation (RPA)?

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

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 ...

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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Product Reports

Automate

Download Automate product report

Intelligent Document Processing (IDP)

May 2025

Download Ephesoft Transact product report

IBM Robotic Process Automation (RPA)

Download IBM Robotic Process Automation (RPA) product report

IBM Robotic Process Automation (RPA) 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

Ephesoft Transact vs. IBM Robotic Process Automation (RPA)