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

"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."

"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."

"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."

"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 effectively replaced the workload of an entire employee, saving us significant time and money."

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

"The product effectively handles all the tasks we require."

"Web scraping is quite good since it offers a lot of possibilities."

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 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."

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

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

"We can connect with different database types, and they have included a different package for a terminal connection to, for example, AS400. When it comes to UI development, it's not using the drivers or anything. It's not a selector-based development like UiPath."

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

"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."

"It is a good tool for automation."

"The initial setup is very easy."

More IBM Robotic Process Automation (RPA) pros

Cons

"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."

"It's possible that they could use a stronger community for seeking guidance and help."

"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."

"It would be an improvement if Automate had better stability tools, whether by recommending a certain amount of memory because it can be a memory hog at times."

"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."

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

"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."

More Automate cons

"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."

"It's not easy to train."

"Capturing GUI operations is very easy, but capturing IBM Logistics automation is hard. It does not always work with browsers or automotive applications like SAP."

"We would like a decreased need for customer support."

"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."

"One of the things I would definitely like to see is more of the machine-learning and cognitive capabilities. For example, now that we're starting to automate more and more tasks, there are some things that still require us to go back and modify the robots when we need to. But if we had more of the machine-learning integrated into it, I believe it would be easier to maintain, so that we wouldn't have to go back and adjust every time."

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

"Stability could be better."

"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."

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."

"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."

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

"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."

"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."

"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

"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."

"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 pricing is reasonable for this solution."

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

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

"The pricing is reasonable."

"The license is paid annually."

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

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Top Industries

By visitors reading reviews

Financial Services Firm

15%

Computer Software Company

12%

Manufacturing Company

Healthcare Company

Computer Software Company

18%

Financial Services Firm

16%

Retailer

Government

Financial Services Firm

17%

Computer Software Company

16%

Educational Organization

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.

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 Ephesoft Transact?

I have found the keyword extraction to be helpful.

What is your experience regarding pricing and costs for Ephesoft Transact?

The pricing is fair. It's not too expensive. I'd rate the solution seven out of ten.

What needs improvement with Ephesoft Transact?

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...

What do you like most about IBM Robotic Process Automation (RPA)?

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

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

The product must be promoted more. There are no promotions.

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

We're working with different clients from the manufacturing environment. We have implemented end-to-end solutions. We...

Microsoft Power Automate vs Automate

Comparisons

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Compared 8% of the time

Blue Prism vs Automate

Compared 7% of the time

VisualCron vs Automate

Compared 7% of the time

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Compared 45% of the time

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Compared 31% of the time

OpenText Intelligent Capture vs Ephesoft Transact

Compared 24% of the time

More Ephesoft Transact Competitors

Microsoft Power Automate vs IBM Robotic Process Automation (RPA)

Compared 70% of the time

Automation Anywhere vs IBM Robotic Process Automation (RPA)

Compared 11% of the time

UiPath Platform vs IBM Robotic Process Automation (RPA)

Compared 10% of the time

Blue Prism vs IBM Robotic Process Automation (RPA)

Compared 7% of the time

Nintex RPA vs IBM Robotic Process Automation (RPA)

Compared 3% of the time

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Product Reports

Download Automate product report

Automate

May 2025

Intelligent Document Processing (IDP)

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)