Ephesoft Transact vs Pega Robotic Process Automation comparison

Ephesoft and Pega are both solutions in the Robotic Process Automation (RPA) category. Additionally, 50% of Ephesoft users are willing to recommend the solution, compared to 87% of Pega users who would recommend it.

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Executive Summary

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

Buyer's Guide

Ephesoft Transact vs. Pega Robotic Process Automation

July 2025

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Helped 865,384 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.

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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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reviewer4848291

Global Head of Digital, Process Automation at a computer software company with 51-200 employees

Pega Robotic Process Automation (RPA) automates repetitive, rule-based tasks across systems without human intervention. Struggling with flexibility but integrates easily for small-scale automation tas

1. Enhanced Cross-Platform Support Currently optimized for Windows-based applications. Needs better support for web, cloud-native, and non-Windows environments (e.g., Linux, macOS). 2. Simplified Development Experience Pega Robot Studio has a steep learning curve, especially for non-developers. Could benefit from a more intuitive, drag-and-drop interface and prebuilt automation templates. 3. Stronger AI/ML Integration Bots rely heavily on rule-based logic. Native integration with AI/ML models (e.g., for document understanding, sentiment analysis) could make bots smarter and more adaptive. 4. Improved Debugging & Testing Tools Debugging complex automations can be time-consuming. Needs better simulation, logging, and error tracing tools for faster troubleshooting. 5. More Scalable Bot Orchestration While Pega Robot Manager is powerful, managing large bot fleets can become complex. Could improve auto-scaling, load balancing, and dynamic resource allocation. 6. Broader Integration Ecosystem Limited out-of-the-box connectors compared to competitors like UiPath. Expanding the integration library (e.g., for SaaS apps, APIs, databases) would reduce custom development. 7. Licensing Flexibility Licensing can be cost-prohibitive for smaller teams or departments. More modular or usage-based pricing could improve adoption.

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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

"I actually quite liked the no-coding functionality."

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

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

"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."

"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."

"I find it very user-friendly. Our IT department and other departments can seamlessly collaborate without requiring extensive training. As a business department, we particularly value this aspect, as our team doesn't consist of many IT users. However, we couldn't solely rely on a drag-and-drop approach to implement and utilize the solution within our departments."

"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."

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

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 tech support is highly available and there is plenty of online training available."

"It is really flexible in what it can do."

"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."

"The platform's most valuable feature is the ability to perform most tasks reliably. It efficiently integrates with other systems and automates various tasks."

"In terms of measuring efficiency gains from automating routine compliance tasks in financial services with Pega Robotic Process Automation, automation consistently yields a 25 to 30% efficiency increase."

"It is a good and matured solution."

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

"Pega is also broadening its landscape by building on top of PRPC (CRM, EPC, etc.), and with a cloud offering available, it is a genuine contender to compete with Salesforce."

More Pega Robotic Process Automation pros

Cons

"I currently have three bugs open with them that I don't know if they are addressed in the new release."

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

"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."

"The technical support could be better. We suffer from language barriers, as we are in Argentina."

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

"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."

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

More Automate cons

"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."

"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."

"Pega Robotic Process Automation scalability is too low."

"Pega has a no-code low-code environment. We do everything based on established rules. You kind-of have to learn how all their rules work and how it works for robotics before you can use the solution effectively."

"The orchestration needs to be better."

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

"Pega Robotic Process Automation using OpenSpan has a very low adoption because it does not provide the flexibility that UiPath or Automation Anywhere offers, which includes more benefits such as the bot manager."

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

"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."

"Excel connectors need to be improved as there are a few connectors in Excel areas."

More Pega Robotic Process Automation cons

Pricing and Cost Advice

"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."

"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."

"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."

"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."

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."

"The licensing cost is too high."

"Pega Robotic Process Automation is an expensive solution."

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

"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."

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

"Pega is pretty costly."

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865,384 professionals have used our research since 2012.

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

Financial Services Firm

27%

Computer Software Company

15%

Manufacturing 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.

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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.

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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 Pega Robotic Process Automation?

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

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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.

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What needs improvement with Pega Robotic Process Automation?

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

See all answers

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 Pega Robotic Process Automation

Compared 46% of the time

UiPath Platform vs Pega Robotic Process Automation

Compared 32% of the time

Blue Prism vs Pega Robotic Process Automation

Compared 8% of the time

Automation Anywhere vs Pega Robotic Process Automation

Compared 7% of the time

IPsoft 1RPA vs Pega Robotic Process Automation

Compared 6% of the time

More Pega Robotic Process Automation 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

Pega Robotic Process Automation

August 2025

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

Buyer's Guide

Ephesoft Transact vs. Pega Robotic Process Automation

July 2025

Free Report: Ephesoft Transact vs. Pega Robotic Process Automation

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

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