Ephesoft Transact vs Pega Robotic Process Automation comparison

Ephesoft Transact vs. Pega Robotic Process Automation

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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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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.

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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."

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

"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."

"It gives us a central place to schedule tasks and run them distributed."

"The most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities."

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

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

"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."

More Automate pros

"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."

"Pega Robotic Process Automation's most valuable feature is that it is robust. Additionally, they have plenty of online documents that are good and Pega Academy is helpful, they are doing a great job. They give training on practical use cases. They take domain use cases, and they are great."

"They are leaders in the same industry."

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

"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."

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

"Its stability has been good."

"The workflow system is very intuitive."

"The initial setup is pretty easy and quite fast."

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 documentation for errors needs improvement as many of the error messages we receive are very vague."

"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."

"Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."

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

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

"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."

"The interface could be more user-friendly and easier to navigate."

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."

"It is still a niche skill and resources are scarce in the market unless big IT companies are involved."

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

"The handwritten structured and semi-structured data recognition accuracy is much lower and is an area that definitely needs to improve."

"I would like to see an enhanced auditing feature included."

"The way integration classes are created could be improved."

"I would like to improve the tool's integration features and stability."

"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."

"The ease-of-use could be improved."

More Pega Robotic Process Automation cons

Pricing and Cost Advice

"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."

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

"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."

"I like the way this solution is priced because you can buy a license, or you can buy the software outright."

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."

"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 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."

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."

"Pega is pretty costly."

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

"The licensing cost is too high."

"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."

"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 Robotic Process Automation is an expensive solution."

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859,129 professionals have used our research since 2012.

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

Financial Services Firm

29%

Computer Software Company

14%

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.

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 Pega Robotic Process Automation?

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Earn 20 points

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.

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Compared 10% of the time

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Product Reports

Automate

Download Automate product report

Intelligent Document Processing (IDP)

May 2025

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