Ephesoft Transact vs UiPath Platform comparison

Ephesoft and UiPath are both solutions in the Robotic Process Automation (RPA) category. Additionally, 50% of Ephesoft users are willing to recommend the solution, compared to 98% of UiPath users who would recommend it.

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Executive Summary

We performed a comparison between Ephesoft Transact and UiPath Platform 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. UiPath Platform Report (Updated: December 2025).

Buyer's Guide

Ephesoft Transact vs. UiPath Platform

December 2025

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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

Fortra's Automate

Featured Reviews

Jane Rachma Kiniti

IT Project Manager at Labo des histoires

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.

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reviewer2155206

Software Development Consultant at a hospitality company with 1-10 employees

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.

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reviewer2761431

Manager Rpa at a retailer with 10,001+ employees

Significantly reduces manual effort and improves team workflows through automated ticketing

We've used Agent Builder, IXP, and Maestro for orchestration. We have created context-grounded searches or chatbots using context grounding, and we also use context grounding within an Agentic flow where a bot or agent reads ServiceNow tickets to determine whether it has been assigned to the right work group. If it has not been assigned correctly due to human error, it automatically reassigns it to the right group. I would assess Agentic AI's ability to extract data points as effective. We created an agent for the purpose of extracting data, though not in a document. We created what we call an email conversation agent that engages with a customer, vendor, or someone in an email conversation with a set goal of extracting specific data points for an action to be performed subsequently. The one automation we have deployed in production involves the agent interacting with team members to collect data points and create a ServiceNow ticket. We appreciate almost all features of UiPath Platform, with one of the most successful ones being the use of Coms Mining. Most of the new features related to AI have all been good, and we use Agentic. We have already created a few agents and have started to use Maestro for a few flows, though we are not yet there to orchestrate an end-to-end workflow. We have good ROI from the automations we have developed with UiPath Platform, which far exceeds the investment in the platform. It has saved us tens of thousands of hours in manual effort, making the team members happy to pursue other things of value.

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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

"Fortra's Automate has a user-friendly interface that is quite easy to understand for new use cases."

"A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added."

"Fortra's Automate helps to automate things and reduces our manual work, saving our time, so I do not think there is any downside I feel as an automation tool."

"The best feature of Automate is its ease of use, which is a major selling point."

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

"The solution is continuously adding more integrations to help with workflows and bot and task creation."

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

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

More Fortra's Automate pros

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

"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."

"The software itself is relatively straightforward and easy to use."

"Deployment was good."

"The user interface is simple and allows people to learn from it faster than other applications."

"It has significantly improved the accuracy of our operations, particularly in terms of quality, and has also reduced the time required."

"The most valuable features are the scheduler, queues, and activities."

"It takes a very manual, key punch-oriented job and automates it, so the user can do more intelligent work."

"The solution helps reduce human error."

"The process design work and the workflow management and the custom templates, those features are the most valuable to us right now."

More UiPath Platform pros

Cons

"If Fortra's Automate could add more logging in jobs, that could be helpful."

"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."

"The product also has a limited use case in some respects."

"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."

"The user interface could be slightly enhanced to make it more modern."

"I would like to see some better web automation, a wizard like the one in the product WinAutomation would be very nice."

"The licensing cost is high, as per my perspective, in the automation with Fortra's Automate."

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

More Fortra's 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 think UiPath Platform could improve in the catalog regarding options and hyperautomation, as I think this is more evaluated, and operations too."

"I would definitely appreciate efforts to be made to build useful tools that meet regulatory standards in different fields so that we can all get the most out of automation."

"The pricing is high and has room for improvement."

"There is potential there for some workflow capability. I know this would be going beyond RPA at that point, but having one platform that does a lot of things would be nice. Because as it stands, when you need to do a workflow or approval process, you need to send this out somewhere else. There are things the bot can do, but I can see some of that functionality already showing up though with the tasks and apps. However, I would like to see more."

"One of my biggest frustrations with UiPath is that they're constantly changing the underlying technology and adding features, so you're not always in a stable state. You're looking at the next shiny thing, and that distracts us from our initiative. Because we work with the government, we must go through the security assessment process each time they change something. We have to pay the costs associated with reviewing their infrastructure."

"Sometimes in their partner communication, they aren't consistent. This maybe is related to the fact they are growing as a company."

"UiPath is not that fast."

"I would like to see some integration, or ease of integration, with APIs, so we can automate stuff faster. E.g., we go through a co-op, which is a card processor, and they have a very powerful API."

More UiPath Platform cons

Pricing and Cost Advice

"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."

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

"Once you buy the software, you just pay for the support for backend help."

"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 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."

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

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

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

More Fortra's 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."

"For our first customer, we started with Orchestrator, an unattended bot, and a couple of Studio licenses, all of which cost $25,000 USD for the year. It is definitely worth the money."

"The price for UiPath is on the higher end."

"UiPath is expensive."

"UiPath is a costly solution. Many of the clients choose another solution after hearing the price."

"I only know about the community version. They give us two robots as a part of the community version, and they are enough for my practice and personal automations. For the office work, my Infra team checks the licenses needed for a particular use case, and my management team manages the pricing and licenses."

"If you want to do a demo trial, it is a 30 days free."

"It is expensive for our country."

"UiPath changed the way that they do licensing, starting in 2022. Any partner that has status with them is now allowed to sell licenses, because UiPath itself does not sell licenses anymore."

More UiPath Platform pricing and cost advice

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879,889 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

11%

Manufacturing Company

Computer Software Company

Performing Arts

Financial Services Firm

19%

Government

11%

Insurance Company

Performing Arts

Computer Software Company

14%

Financial Services Firm

11%

Manufacturing Company

10%

Retailer

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

By reviewers
Company Size	Count
Small Business	25
Midsize Enterprise	10
Large Enterprise	9

No data available

By reviewers
Company Size	Count
Small Business	249
Midsize Enterprise	143
Large Enterprise	666

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.

See all answers

What is your primary use case for HelpSystems AutoMate?

I have used it mainly for internal process automation, including file transfer, data extraction, and scheduling jobs.

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What is your experience regarding pricing and costs for Fortra Automate?

Regarding the pricing of Fortra's Automate, I think it is neither expensive nor inexpensive. From what I have seen, i...

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Earn 20 points

Best RPA tools for IBM iSeries

I can only speak to UiPath since that is the only RPA solution that I have used. I know that there are specific packa...

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RPA that Bots can run without centralized control?

Yes, Attended Bots which can run without centralized control Module. RPA Tools like Automation Anywhere, uiPath ,Pow...

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How do I choose between UiPath and Microsoft Power Automate?

Microsoft‌ ‌Power‌ ‌Automate‌ ‌is‌ ‌intuitive‌ ‌and‌ ‌easy‌ ‌to‌ ‌integrate‌ ‌and‌ ‌use.‌ ‌I‌ ‌like‌ ‌that‌ ‌there‌ ‌...

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Comparisons

Nintex RPA vs Fortra's Automate

Compared 11% of the time

Microsoft Power Automate vs Fortra's Automate

Compared 10% of the time

Automation Anywhere vs Fortra's Automate

Compared 8% of the time

Redwood Software - Finance Automation Edition vs Fortra's Automate

Compared 6% of the time

Blue Prism vs Fortra's Automate

Compared 5% of the time

More Fortra's Automate Competitors

Tungsten TotalAgility vs Ephesoft Transact

Compared 42% of the time

ABBYY Vantage vs Ephesoft Transact

Compared 35% of the time

OpenText Capture vs Ephesoft Transact

Compared 23% of the time

More Ephesoft Transact Competitors

Microsoft Power Automate vs UiPath Platform

Compared 15% of the time

Automation Anywhere vs UiPath Platform

Compared 11% of the time

Blue Prism vs UiPath Platform

Compared 9% of the time

ServiceNow Automation Engine vs UiPath Platform

Compared 6% of the time

Robocorp vs UiPath Platform

Compared 2% of the time

More UiPath Platform Competitors

Product Reports

Buyer's Guide

Fortra's Automate

January 2026

Download Fortra's Automate product report

Buyer's Guide

Intelligent Document Processing (IDP)

January 2026

Download Ephesoft Transact product report

Buyer's Guide

UiPath Platform

December 2025

Download UiPath Platform product report

Also Known As

HelpSystems Automate, Automate

No data available

UiPath Maestro, UiPath Apps, UiPath Agent Builder

Overview

Fortra's Automate offers a user-friendly platform for task automation, featuring a drag-and-drop interface that aids in scheduling, file management, and integrating with services like Azure and AWS.

Fortra's Automate provides substantial ease in automating complex tasks through its intuitive design. It offers seamless integration capabilities, especially with Azure and AWS, and comes equipped with strong error handling. Cost-effective and requiring minimal coding, it supports a broad range of industries by effectively automating tasks such as HR operations, invoice management, and data processing across servers.

What features stand out in Fortra's Automate?

Drag-and-Drop Interface: Simplifies task setup and automation without deep coding expertise.
Scheduling and File Management: Ensures efficient, automated handling of tasks and file transfers.
Integration Capabilities: Works with platforms like Azure and AWS for enhanced performance.
Error Handling: Offers solid solutions to manage and resolve task execution errors.
Minimal Coding: Facilitates automation with limited coding requirements, broadening accessibility.

What benefits should users consider in reviews?

Cost-Effectiveness: Provides affordable licensing options for diverse businesses.
Operational Efficiency: Enhances productivity by automating repetitive tasks, reducing manual errors.
Versatility: Adapts well across sectors like banking, healthcare, and transportation.
Robust Support: Offers extensive assistance with automation features.
IT Compatibility: Easily integrates into existing IT infrastructures.

In industries such as healthcare and transportation, Fortra's Automate facilitates the automation of client management, HR operations, and data processing, boosting efficiency. Banks utilize it for managing extensive invoice workflows, while distribution sectors rely on its capabilities for insurance checks and system support. Its applicability across servers makes it a valuable tool for any sector seeking to reduce manual workload and improve task accuracy.

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

UiPath Platform is appreciated for its user-friendly interface and extensive automation capabilities, offering seamless integration with diverse applications. Its intuitive drag-and-drop functionality enables users to design efficient workflows with minimal technical expertise.

UiPath Platform delivers a robust set of features that enhance automation and productivity. With components like Orchestrator, task management is optimized, facilitating better scalability. Users benefit from advanced AI and document understanding tools, boosting data handling accuracy and reducing errors. Despite its strengths, UiPath faces challenges with upgrading processes, AI enhancements, and user documentation. Integration and selector sensitivity issues, along with support and licensing complexities, highlight areas for potential improvement. Users request smoother deployment, error handling, and migration processes. Enhanced support for RHEL/Ubuntu, LINQ, and Lambda and improved real-time insights, automation recording, and scheduling are desired. Streamlining the experience for non-technical users with simplified workflows remains a priority.

What are the key features of UiPath Platform?

Drag-and-Drop Functionality: Allows users to design workflows easily without extensive technical skills.
Orchestrator: Enhances task management and enables scalable automation.
AI and Document Understanding: Improves data accuracy and minimizes errors.
System Integration: Offers seamless integration with SAP, CRM, Oracle, and more.
Active Community and Training: UiPath Academy provides resources for skill development.

What benefits should users look for in reviews?

Increased Efficiency: Reduction in manual workloads through automation of repetitive tasks.
Improved Accuracy: Enhanced data handling capabilities reduce errors.
Productivity Boost: Supports both attended and unattended automations to streamline operations.
Scalability: Ability to handle growing automation demands efficiently.
Integration Benefits: Easy integration with enterprise systems for streamlined operations.

UiPath Platform is widely implemented across sectors such as finance, healthcare, insurance, HR, IT, and supply chain to automate repetitive business tasks. Common uses include automating data entry, invoice processing, document management, report generation, and customer service operations. Organizations value the platform's ability to integrate seamlessly with systems like SAP, CRM, and Oracle, allowing for enhanced efficiency and accuracy in processing both structured and unstructured data.

UiPath

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

1. Accenture 2. Deloitte 3. PwC 4. IBM 5. Capgemini 6. KPMG 7. Ernst & Young 8. Infosys 9. Cognizant 10. Wipro 11. Tata Consultancy Services 12. HCL Technologies 13. Genpact 14. Tech Mahindra 15. DXC Technology 16. Atos 17. NTT Data 18. CGI 19. L&T Infotech 20. Hexaware Technologies 21. Mindtree 22. Mphasis 23. Virtusa 24. Syntel 25. Zensar Technologies 26. WNS Global Services 27. Hexaware Technologies 28. Larsen & Toubro Infotech 29. Persistent Systems 30. QuEST Global 31. Sonata Software 32. Zensar Technologies

Buyer's Guide

Ephesoft Transact vs. UiPath Platform

December 2025

Free Report: Ephesoft Transact vs. UiPath Platform

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