Ephesoft Transact vs Pega Robotic Process Automation comparison

Ephesoft Transact vs. Pega Robotic Process Automation

Download the complete report

Helped 850,028 peers since 2012

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.

Read full review

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.

Read full review

VISHNU VARDHAN CHENNURU

Application Development Team Lead at Accenture

Great for UI creation, helpful support services, and reliable

Excel connectors need to be improved as there are a few connectors in Excel areas. The recording is not at best in Pega Robotics. They could look into it. The interactions with some applications, like Windows and web applications, are a little slow. They need to improve their speed. It should be normal, to open it with other tools. However, right now, it's a little hard. Users should feel they can develop easily. It will sometimes hang while interacting with third-party applications. Instead of adapters, if we had direct interaction of the applications with API and had scripts, that would be better. We have only CSharp supported right now. We'd like to have Python supported. If it was, it would be easier for us and make the solution more flexible. Currently, we are adding three different configuration files, however, if I had the option, I'd prefer to make a single configuration file and then differentiate it in all three environments. It can be difficult to create logic in automation. It's hard than if we used other RPA tools. If they could add more toolbox options, that would be ideal. They need to do what they can to help us reduce complexity in the automation and combine things under, for example, a single control.

Read full review

Quotes from Members

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

Pros

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

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

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

"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task."

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

"I find the ease of use from a programming perspective very valuable."

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

"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."

More Automate pros

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

"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."

"The most valuable aspect for myself was access to the .net framework. If I couldn't figure something out using the objects that they had provided, I could bring in the .net objects and do so using similar logic that I would in a .net or C sharp coding language. Having that familiarity was helpful."

"It helped cut short the release cycle by almost 40% compared to the previous solution."

"User-friendly, easy to understand and has many features including the ability to track."

"It is a scalable solution."

"It is a good and matured solution."

"The solution's automation handling capability has positively impacted the overall automation process in my experience."

"They are leaders in the same industry."

"The solution's ability to create adapters quickly is its most valuable feature."

More Pega Robotic Process Automation pros

Cons

"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."

"The solution has a very weak knowledge base."

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

"They do not encrypt passwords, so this is an issue with HIPAA compliance."

"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."

"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."

"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."

"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."

"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."

"I have faced many scenarios in the business workflow, where a few applications run on the Citrix environment. That could be a critical part of the process without which business won't be able to accept the automation solution. Because of one small bottleneck, you will lose a very good candidate for process automation."

"They have tied the deployment with the Pega BPM product, the robot manager. You need to have the BPM installed."

"In this modern world, in this automation space, if Pega could provide more options that are user-friendly and provide a way to quickly develop an automation solution that is drag-and-drop with a minimal coding approach, then it would be great for automation."

"The solution's configuration and settings could be more comprehensive."

"There have been some scenarios where the bot was not able to replace some of the controls and could not recognize and personalize the task we wanted to automate."

"Rule versioning and deployment to enable parallel development could still be improved"

"Pega Robotic Process Automation can improve the OGR area. You don't have a feature to read documents in computer voices."

"The new players such as UiPath and ABBYY are moving very quickly, but Pega is not. I'd definitely like to see Pega doing a few more interesting things on the AI or machine learning front so that we can use the platform for multiple things."

More Pega Robotic Process Automation cons

Pricing and Cost Advice

"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."

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

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

"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."

"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."

"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."

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

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."

"In terms of Pega Robotic Process Automation pricing, I would rate it a five out of five because the solution has a good price. Pricing is not very high, though I'm unsure of the exact cost, based on my experience, the price for Pega Robotic Process Automation is less than Blue Prism because I worked with a few clients that have both solutions and my clients prefer Pega Robotic Process Automation over Blue Prism particularly because of the licensing costs."

"Pega Robotic Process Automation is an expensive solution."

"Pega is pretty costly."

"I would rate the product's pricing a nine out of ten."

"Pega is as competitive as the basic players such as UiPath or Automation Anywhere. UiPath is the most expensive, but Pega is at par with Automation Anywhere."

"I was not involved in licensing and pricing, but it is worth the cost."

"The licensing cost is too high."

See which vendors are best for you

Use our free recommendation engine to learn which Robotic Process Automation (RPA) solutions are best for your needs.

See recommendations

850,028 professionals have used our research since 2012.

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

31%

Computer Software Company

13%

Manufacturing Company

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 Pega Robotic Process Automation?

The solution's automation handling capability has positively impacted the overall automation process in my experience.

What is your experience regarding pricing and costs for Pega Robotic Process Automation?

I would rate the pricing a six out of ten, with ten being expensive.

What needs improvement with Pega Robotic Process Automation?

The solution's configuration and settings could be more comprehensive.

Microsoft Power Automate vs Automate

Comparisons

Compared 38% of the time

UiPath Platform vs Automate

Compared 35% of the time

Automation Anywhere vs Automate

Compared 8% of the time

Blue Prism vs Automate

Compared 7% of the time

VisualCron vs Automate

Compared 7% of the time

More Automate Competitors

Tungsten TotalAgility vs Ephesoft Transact

Compared 45% of the time

Tungsten RPA vs Ephesoft Transact

Compared 31% of the time

OpenText Intelligent Capture vs Ephesoft Transact

Compared 24% of the time

More Ephesoft Transact Competitors

Microsoft Power Automate vs Pega Robotic Process Automation

Compared 40% of the time

UiPath Platform vs Pega Robotic Process Automation

Compared 40% of the time

Blue Prism vs Pega Robotic Process Automation

Compared 13% of the time

Automation Anywhere vs Pega Robotic Process Automation

Compared 7% of the time

More Pega Robotic Process Automation Competitors

Product Reports

Automate

Download Automate product report

Intelligent Document Processing (IDP)

Download Ephesoft Transact product report

Pega Robotic Process Automation

Download Pega Robotic Process Automation product report

Also Known As

HelpSystems Automate, Automate

No data available

Pega RPA, OpenSpan

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

With Pega Robotic Process Automation (RPA), organizations can automate the mundane, tedious, time-consuming, manual work that is hampering productivity and efficiency. Whether adjudicating claims, onboarding customers or employees, reconciling financials, updating customer information in systems record, Pega RPA can manage the work across your enterprise.

Pega

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

eBay Enterprise, M&I Bank

Ephesoft Transact vs. Pega Robotic Process Automation