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Ephesoft Transact vs Pega Robotic Process Automation 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
30
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)
Pega Robotic Process Automa...
Average Rating
7.4
Reviews Sentiment
6.5
Number of Reviews
25
Ranking in other categories
Robotic Process Automation (RPA) (20th)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
Automate has streamlined workflows and increased efficiency with powerful automation
The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool. The intuitive interface of Automate has an intuitive design, which makes it easy to learn and use even without a strong technical background, and it has a drag-and-drop interface, which makes everything so easy and straightforward. The error handling capabilities in complex automation tasks are powerful, as it handles all types of tasks, whether complex or simple. I've never faced any problems even when dealing with complex tasks, so everything is super smooth and highly reliable, even when dealing with big tasks, as it has never slowed down. Automate's compatibility with existing IT infrastructure has impacted our business operations positively by providing smooth integration with other software that we use, such as Gmail, Jira, and Microsoft 365 apps, which gives us a unified platform instead of having to keep switching from one software to another, saving a lot of time and streamlining the whole workflows. The automated analytics have helped improve our business processes since it has increased our efficiency by automating our everyday tasks, freeing up time for us to focus more on strategic activities such as analyzing data and developing new business strategies. It is also cost-saving. By minimizing manual labor, it decreases human errors that can lead to costly mistakes. By automating the tasks, it helps to save costs, and it also improves our accuracy by reducing these errors to ensure that tasks are done almost perfectly.
reviewer2155206 - PeerSpot reviewer
Average solution with good workflow but needs to improve machine learning
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 train the system. If it's not trained, the accuracy will be off. They need to improve data quality. They need to start from scratch with the AML. They need to add on the document processing tool. It's getting there; it just need to be expanded. I haven't used the reporting too much. However, it would be helpful to have it more robust. The solution does require a lot of RAM.
reviewer4848291 - PeerSpot reviewer
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.

Quotes from Members

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

Pros

"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 like the interface; it makes managing automation easy. We can set different schedules and templates for each task."
"I would recommend Automate because it has made my work much easier."
"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."
"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."
"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."
"The best features of the solution are the flexible automation features, it is rich with beautiful connectors, and it is easy to use with little to no coding knowledge required to get started, so anybody can use the tool."
"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."
"It is really flexible in what it can do."
"The solution's ability to create adapters quickly is its most valuable feature."
"The platform's most valuable feature is the ability to perform most tasks reliably. It efficiently integrates with other systems and automates various tasks."
"The solution's automation handling capability has positively impacted the overall automation process in my experience."
"Its stability has been good."
"We have a very large operational team and we are able to avoid mistakes and ensure accuracy and speed using Pega."
"The most valuable feature of Pega Robotic Process Automation is the technique: you can create a user interface that can interact with a human being for attended robots."
"The feature I like best in Pega Robotic Process Automation is that I'm able to add external DLL section codes. I can inject the JavaScript, and I can write VB.NET, C#.NET, and DLL codes, then inject those codes into the existing process. Mainly, from a development perspective, I like that feature a lot, so if anything is not supported by Pega Robotic Process Automation, then I can build that either in JavaScript or in .NET, then use those functions within the IP."
 

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 vendor is currently working on a solution that allows us to automatically create a process that is based on a document that we receive via email."
"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."
"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."
"The workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially."
"Regarding customer support, I face challenges sometimes. They're not always available, and you may need to wait for assistance, but overall their support is acceptable."
"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."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."
"It's not easy to train."
"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."
"Rule versioning and deployment to enable parallel development could still be improved​"
"The orchestration needs to be better."
"It's difficult not knowing when alerts will arrive."
"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."
"The handwritten structured and semi-structured data recognition accuracy is much lower and is an area that definitely needs to improve."
"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."
"Pega Robotic Process Automation can improve the OGR area. You don't have a feature to read documents in computer voices."
"You cannot use a two-dimensional array to read the data."
 

Pricing and Cost Advice

"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"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 like the way this solution is priced because you can buy a license, or you can buy the software outright."
"Once you buy the software, you just pay for the support for backend help."
"It comes with a package that costs approximately $20,000 USD per year."
"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."
"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."
"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."
"I would rate the product's pricing a nine out of ten."
"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 was not involved in licensing and pricing, but it is worth the cost​."
"Pega is pretty costly."
"The licensing cost is too high."
"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."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
9%
Manufacturing Company
9%
Performing Arts
6%
Financial Services Firm
20%
Government
12%
Insurance Company
10%
Performing Arts
8%
Financial Services Firm
23%
Computer Software Company
15%
Manufacturing Company
11%
Insurance Company
5%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise8
Large Enterprise4
No data available
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise4
Large Enterprise17
 

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?
My main use case for Automate is to deliver enterprise-scale script execution jobs, which means we are using Automate...
What is your experience regarding pricing and costs for Fortra Automate?
Until now, I have not specified any other tech products except Microsoft Power Automate, N8N, and Make.com that I've ...
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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.
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?
1. Enhanced Cross-Platform Support Currently optimized for Windows-based applications. Needs better support for web, ...
 

Also Known As

HelpSystems Automate, Automate
No data available
Pega RPA, OpenSpan
 

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
eBay Enterprise, M&I Bank
Find out what your peers are saying about Ephesoft Transact vs. Pega Robotic Process Automation and other solutions. Updated: September 2025.
869,566 professionals have used our research since 2012.