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Ephesoft Transact vs Jiffy.ai Automate 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

Automate
Sponsored
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
28
Ranking in other categories
Robotic Process Automation (RPA) (5th)
Ephesoft Transact
Average Rating
7.6
Reviews Sentiment
5.9
Number of Reviews
3
Ranking in other categories
Intelligent Document Processing (IDP) (19th)
Jiffy.ai Automate
Average Rating
8.2
Reviews Sentiment
6.8
Number of Reviews
8
Ranking in other categories
Robotic Process Automation (RPA) (32nd)
 

Featured Reviews

Anabel Marco - PeerSpot reviewer
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.
YS
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.
HA
You don't have to code; it is just drag and drop
They are still new in the market. Or, at least, they are still a small player. They require a lot of improvement in terms of learning material as well as the community developers. If you compare Jiffy.ai to an established solution, like UiPath, you can go to YouTube and find a lot of learning material posted by UiPath, partners, and other people in the community. However, for Jiffy.ai, you won't find that available in the market. Because of this it is very hard for us to find talent in the market. Most of the developers in the market are used to the bigger players. For Jiffy.ai, if you search a resume because you are trying to find someone who has used Jiffy.ai, you won't be able to find it. So, when we onboard a new person, we want them to learn this new system, but it is a bit hard for them to pick up because there are no external learning materials on the Internet. For training, they provide the foundation and advanced training. If you have other issues, they have a support portal, which shows a brief summary of the features. It's not very extensive, like Google Cloud Platform. Sometimes there are things that may not be available in the portal. While other products will also not have available the information in their portal, other people know it. So, you don't have in the community discussions about solutions to a problem that would not be available in the portal.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"The ability to connect to websites and pull data is the solution's most valuable feature."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"I would recommend Automate because it has made my work much easier."
"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 product effectively handles all the tasks we require."
"The licensing of the product is very good. You only need to license it once and then you have it forever."
"Compared to other vendors, it's the scheduling tool because a lot of vendors want to charge you extra for their enterprise-level license to have a scheduling tool built in to give you the ability to set up regular schedules to run and do certain data checks."
"I find the ease of use from a programming perspective very valuable."
"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."
"With the customization option, we can write custom expressions using its compatibility with Python or other programming languages."
"The way Jiffy.ai integrates into existing infrastructure has been great for us. Our company is pretty stringent when it comes to cyber security and integrating with our apps... We've definitely had very strong scrutiny over this platform and this work, and even within that, it's been really successful at being able to integrate."
"The most valuable feature is the computer vision or OCR. That has a lot of use cases in real life. A lot of man hours can be saved, as we've seen in the finance processes... The feedback I have gotten from the team is that the OCR is quite powerful."
"It is a one stop solution for automating process. The modular way that is assigned and works together follows a certain logic, and it encompasses a wide range of processes in a very structured and logical manner."
"The biggest driver was the cost savings. We wanted to improve productivity and save costs. Therefore, we gave most of the mundane tasks currently being done by a human to a bot. Some of the mundane tasks were reading invoices and keying in the data. We are talking about 15,000 documents every day. That is a huge volume that needs a lot of people. With the bot, it is just a fraction of the cost, because there is a huge savings in terms of manpower."
"I found the invoice data extraction very exciting. It is really good."
"Its initial setup process was quite efficient."
"It removes the burden of having to do some tasks manually. However, we are just using it in production for a single project. It saves us a lot of time in terms of extracting that information. So far, it has made a big impact."
 

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."
"There is a lack of good development for artificial intelligence, such as machine learning."
"We really need a free development environment for customers. Building and testing automation on production isn't ideal."
"Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."
"The product also has a limited use case in some respects."
"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."
"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."
"I would like to see some better web automation, a wizard like the one in the product WinAutomation would be very nice."
"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."
"They are still new in the market. Or, at least, they are still a small player. They require a lot of improvement in terms of learning material as well as the community developers. If you compare Jiffy.ai to an established solution, like UiPath, you can go to YouTube and find a lot of learning material posted by UiPath, partners, and other people in the community. However, for Jiffy.ai, you won't find that available in the market. Because of this it is very hard for us to find talent in the market. Most of the developers in the market are used to the bigger players. For Jiffy.ai, if you search a resume because you are trying to find someone who has used Jiffy.ai, you won't be able to find it. So, when we onboard a new person, we want them to learn this new system, but it is a bit hard for them to pick up because there are no external learning materials on the Internet."
"I believe this is also being addressed, but a lot of the platform work, as we were putting in new versions or making some updates, was, ironically, very manual. It's improved greatly, but I would imagine that's an area that they're probably still working on, on the backend, to help when it comes to what we need to do for platform support."
"Initially, in version 3, Jiffy.ai did not have support for containerization. In our environment, we are heavy users of containers and container illustrators. So, the initial deployment option was running based on individual hosts that we deployed in the cloud. That created a singularity in the way that we deployed services in our system."
"When using UiPath automation, we could just Google issues if we were stuck with something. In the initial days with Jiffy.ai, we could not get that type of information from Google because there wasn't much of a community."
"The UI or the UX has room for improvement. The approach for designing the workflow is not that straightforward. It's quite difficult."
"The solution has just not closed the gap of being accessible to non-IT users. If you are a non-IT person, then this all looks like gobbledygook. Maybe that is something that can be improved upon."
"The setup process could definitely be better."
"The solution's support services need improvement."
 

Pricing and Cost Advice

"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."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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."
"Once you buy the software, you just pay for the support for backend help."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"It comes with a package that costs approximately $20,000 USD per year."
"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."
"Its license is yearly. There are no additional costs to the standard fee. It is a standard license."
"If cost is of concern, then start with Jiffy. If cost is not your main concern there are a few premium products out there, but they come with a huge price tag."
"The licensing is not expensive; it is quite cheap. The expensive part is to support and maintain it. Understandably, we engage them to do a lot of work that could have been done by our own staff, if we had an RPA team. I wouldn't hold that against them. It is just that the cost of support is on the higher side for us."
"The pricing is quite competitive. As a small player in the market, they are quite aggressive in their pricing. With the features that they offer, it is quite worth the value."
"I like that it is very cost-efficient."
"The pricing and license make sense. They have a model based on the concurrency of the workforce, which is very suitable in our case. The savings are great on the licensing cost."
"The solution's price is reasonable."
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Top Industries

By visitors reading reviews
Financial Services Firm
12%
Computer Software Company
10%
Manufacturing Company
8%
Performing Arts
6%
Computer Software Company
22%
Financial Services Firm
12%
Government
9%
Retailer
9%
Financial Services Firm
14%
Computer Software Company
11%
Healthcare Company
9%
Real Estate/Law Firm
7%
 

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?
The main purpose is for automation. That has been the purpose why I have been using it so far.
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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Also Known As

HelpSystems Automate, Automate
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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
Honda Logistics, Washington State Health Care Authority
Southwest Airlines
Find out what your peers are saying about Ephesoft Transact vs. Jiffy.ai Automate and other solutions. Updated: July 2025.
862,624 professionals have used our research since 2012.