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Ephesoft Transact vs UiPath Platform 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
29
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) (18th)
UiPath Platform
Average Rating
8.8
Reviews Sentiment
7.0
Number of Reviews
844
Ranking in other categories
Robotic Process Automation (RPA) (1st), Agentic Automation (2nd)
 

Featured Reviews

Ibukun Shweta - PeerSpot reviewer
Automation optimizes scheduling, but improvements needed in error reporting and script execution
In my particular use case, for session management, it would be better if I could get a more granular view into connectivity issues to servers. Sometimes, although your flows or tasks are running as scheduled, connecting to the servers can hit a snag without alerts or error logs to check. Some servers might need patching or could be affected by network issues or latency. The workflow sometimes gets stuck without clarity on the errors. An explicit error report would be helpful, especially when the connection fails unexpectedly. It's complex to analyze problems that might arise from firewall issues or other anomalies that could hinder the flow from executing as expected. The depth of these connection challenges would benefit from better debugging capabilities. As for improvements, if Automate wasn't designed primarily for script execution, that's understandable. However, for Linux, I would prefer to see less complexity in workflows to achieve a natural completion of scripts. There are features, such as 'wait for terminal output,' that should more intuitively detect completion based on the shell prompt. Improving those aspects would make Automate more efficient for my needs. Regarding error reporting, I think Automate should offer better error reporting when connecting to servers. Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully. This is a significant concern, especially with critical workloads where visibility into errors is essential.
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.
Amjed Al-Tayyan - PeerSpot reviewer
Automation streamlines onboarding and reduces the load on customer service agents
As the head of the division, I do not use UiPath myself. However, I am the decision-maker, so I review the features. The combination of both full-attended and half-attended automation, where you can automate tasks and still interact when required, is very useful. It provides efficiency by freeing staff from unnecessary tasks, resulting in a balanced workload and more productive use of an employee's time. The tool has a noticeable ROI, and the investment is worth every penny as it reduces tedious tasks and improves scalability. It is very easy to use. During the COVID lockdown, my son who was 11 at the time attended a UiPath and Automation Anywhere training with me. He has already automated his school tasks requiring saving data and uploading some documents to the portal. If a kid can do this, it shows how easy it is.

Quotes from Members

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

Pros

"The ability to connect to websites and pull data is the solution's most valuable feature."
"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."
"Automate increases efficiency and eliminates errors during documentation and invoicing processes."
"We are still in the process of rolling it to production and tweaking it (our AD groups are a mess), but the improvements are priceless. Having users ID's created the same way every time without human error is the best part. We don't need to worry about why groups were not added, user rights not set to folders or missing a private folder being created, typos or just even knowing when things are done and logged."
"I would rate the technical support as a nine out of ten because it is quite fast and courteous."
"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."
"I find the ease of use from a programming perspective very valuable."
"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 AI functionality saves time and reduces the number of errors. It also reduces our costs in terms of human resources. It has reduced our costs by thousands of dollars."
"There is a good support network. Their response time is good. They will find a solution within two days."
"The return on investment is really good"
"We use Task Capture all the time. We have a bank business analyst who uses it and teaches people how to use it. We're constantly getting process definition documents to review and add to our pipeline."
"It's highly effective in pinpointing areas within the organization where assistance is required."
"UiPath has definitely assisted us in speeding up our digital transformation journey. We have been able to create a whole bunch of different components that we reuse throughout our solutions. This means that when we have great, new ideas that we want to implement into our solutions, we have now found ways to do it in such a way that we spend less time trying to implement the fixes or cool new enhancements and more time actually realizing the value. In doing so, we have also seen a reduction in cost and an increase in FTE savings."
"I've contacted technical support many times and they are very helpful."
"The UI Explorer in the UiPath Studio is valuable. We can get a unique and dynamic selector for every element in the UI, which is helpful for me in finding out a particular UI element. Most of my automations have had UI interactions. So, I found it the most helpful feature."
 

Cons

"Some challenges include the system being too loaded or delayed in taking instructions and responding quickly as needed."
"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."
"The interface could be more user-friendly and easier to navigate."
"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."
"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."
"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."
"It's possible that they could use a stronger community for seeking guidance and help."
"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."
"There are a lot of solutions in UiPath where we have to know some programming languages. I'd like to cut some of that out, with features that perform those tasks without having to know programming languages. I work a lot with my team members who don't really know programming that well, and I have to walk them through how to do different coding things to effectively develop their RPA."
"The OCR technology has room for improvement. UiPath accurately reads about 85 percent of the fields in a scanned document, but that needs to be somewhere around 90 to 95 percent."
"One feature I think it needs - from a documentation perspective - is the ability to easily extract variable details and data... Sometimes it's difficult to extract those, and if you're not tracking them while you build, you can quickly get into 200 to 300 variables in use, especially using the RE Framework where you're passing workflow arguments in and out. I would like to see something like that."
"The licensing could be more flexible."
"It lacks something crucial, which is a map of the variables and arguments. When we are using a lot of variables and arguments, sometimes, we get lost. UiPath should create a map that connects different files and shows the connections between them."
"Currently, UiPath doesn't provide automatic notifications for known bugs in new releases."
"More quality of life improvements like automatic argument inheritance would be an improvement."
"I would like to see some artificial intelligence for UiPath that would help us with OCR and other things like computer vision."
 

Pricing and Cost Advice

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"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."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"It comes with a package that costs approximately $20,000 USD per year."
"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'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"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."
"The pricing for the robots is fair. One thing that annoys us a little bit is that we have to pay for each developer. With Blue Prism, you can have 20 developers and not incur any additional costs. We don't like having to piecemeal all these different licenses. It is providing value, but it is not in the sense of a robot. You're paying for the tools, whereas other people just give you the tools, and then you pay for the bots."
"The licensing costs for the unattended bots are a little too expensive."
"I am using the Community Edition and am not familiar with the cost of the paid editions."
"UiPath's pricing is expensive but reasonable for the quality of service that it provides."
"The pricing is very good. The license does not have to be in a bundle, like in other competitor products. You only have to purchase at least 10 from the beginning, for one year."
"The pricing is fair."
"Our licensing fees for this solution are €68,000 (approximately $75,000 USD) yearly."
"UiPath is reasonably priced for being a leader in the market."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
10%
Manufacturing Company
9%
Performing Arts
6%
Financial Services Firm
15%
Retailer
10%
Government
10%
Insurance Company
8%
Computer Software Company
16%
Financial Services Firm
12%
Manufacturing Company
8%
Government
5%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise7
Large Enterprise4
No data available
By reviewers
Company SizeCount
Small Business233
Midsize Enterprise142
Large Enterprise619
 

Questions from the Community

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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?
The main purpose is for automation. That has been the purpose why I have been using it so far.
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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I can only speak to UiPath since that is the only RPA solution that I have used. I know that there are specific packa...
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...
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 ‌...
 

Also Known As

HelpSystems Automate, Automate
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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
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Find out what your peers are saying about Ephesoft Transact vs. UiPath Platform and other solutions. Updated: July 2025.
867,370 professionals have used our research since 2012.