Ephesoft Transact vs WorkFusion comparison

Ephesoft and WorkFusion are both solutions in the Intelligent Document Processing (IDP) category. Ephesoft is ranked #19, while WorkFusion is ranked #9 with an average rating of 7.5. Additionally, 50% of Ephesoft users are willing to recommend the solution, compared to 84% of WorkFusion users who would recommend it.

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Executive SummaryUpdated on Oct 10, 2024

WorkFusion and Ephesoft Transact vie for prominence in the intelligent automation and document management landscape. Data comparisons suggest WorkFusion excels in user satisfaction concerning pricing and support, yet Ephesoft Transact holds an edge in advanced features, meriting the investment according to user feedback.

Features: WorkFusion stands out with its robust automation capabilities, AI-driven insights, and flexible integration with other platforms. Ephesoft Transact, in contrast, offers extensive document capture, accuracy in data extraction, and seamless integration with existing enterprise systems.

Ease of Deployment and Customer Service: WorkFusion tends to have a straightforward cloud deployment with responsive customer service. Ephesoft Transact provides a hybrid deployment model with a slightly steeper learning curve but offers dedicated support that enhances customer experience. WorkFusion is favored for its quicker setup, while Ephesoft Transact is recognized for its comprehensive support structure.

Pricing and ROI: WorkFusion is often seen as having a competitive setup cost that yields substantial ROI through its automation capabilities. Ephesoft Transact, although perceived as more costly upfront, often justifies its price through significant enhancements in document processing efficiency. WorkFusion offers a cost-effective entry with impressive return prospects, whereas Ephesoft Transact, though higher in initial expense, delivers strong ROI by optimizing business processes.

To learn more, read our detailed Ephesoft Transact vs. WorkFusion Report (Updated: July 2025).

Buyer's Guide

Ephesoft Transact vs. WorkFusion

July 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

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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Arijit-Ghosh

Intelligent Automation SME at a financial services firm with 10,001+ employees

Cloud platform orchestrates business processes with AI capabilities

I find the capabilities that a normal orchestrator should have to be valuable in WorkFusion. The WorkFusion 10 cloud-based platform is different from the earlier on-prem version, WorkFusion 9. The platform now includes auto machine learning and AI capabilities. We haven't used these extensively, but they are a nice feature they are working on. The platform remains stable with well-designed processes, despite being a complex and technical tool.

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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 pricing is excellent. I would give them perfect marks in that regard."

"Overall, the whole product is really nice and provides significant benefits."

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

"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."

"The product effectively handles all the tasks we require."

"The most valuable feature is the drag-and-drop interface, which is very Windows-like."

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

"The ability to connect to websites and pull data is the solution's most valuable feature."

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 document processing engine is good. We're extracting around 70 data points from a given document, and we have an automated extraction rate of 80 percent for those fields."

"In our opinion this group are the leaders in providing RPA solutions."

"The most valuable feature is that it is easy to use."

"The most valuable features are the recorder because it's user-friendly and the integration with other tools Excel."

"It takes care of simple tasks so users can focus more on exceptions than on regular use cases. They only focus on orders where they need to handle an exception, some information was not given, or there is an issue that they had to focus on. The rest of it goes straight through without human touch. We want to see our employees as engineers, wherein they think and solve problems, not necessarily have to do repetitive tasks. I think WorkFusion helps with avoiding repetitive tasks."

"We have been very pleased with the speed and decisiveness of WorkFusion, which is able to quickly provide a disposition note or escalate to a human for additional review."

"In terms of stability, it's quite good. It's an internal IP product."

"WorkFusion's RPA Express's ability to scale across multiple geographies with limited impact on additional IT Hardware requirements. This has enabled the scaling of Robotics capabilities and solutions across all our entities."

More WorkFusion pros

Cons

"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."

"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."

"There is a lack of good development for artificial intelligence, such as machine learning."

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

"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."

"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."

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

More Automate cons

"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."

"In low-code automation, most parts are not customizable, particularly when Excel is involved, which increases complexity. The system can break down, requiring numerous exception cases, thus complicating workflow creation."

"There could be better version control through their web platform. That is something that could be improved on. Integration from the IDE, e.g., from WorkFusion Studio directly into Control Tower, would be nice to have too."

"A better graphical user interface that allows business users to perform automation would make this solution number one in the market."

"One thing we didn't like was their OCR solution. We felt it's somewhat inefficient."

"I would also like for it to be NLP-based."

"I would like it if they provided a more detailed roadmap in terms of where they are going with the product. As we are trying to make decisions about the things that we are going to do to try to augment our capabilities, we could know whether they are thinking about the same things or not."

"We are having some database issues, but we are addressing them."

"We would like to see further improvement in the area of running headless."

More WorkFusion 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."

"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."

"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."

"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."

"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."

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."

"We have a good deal from WorkFusion. We have an unlimited global licensing deal with WorkFusion. For us, it is a no-worry solution. We can go ahead and use it as much as possible anywhere we need it. If WorkFusion has a different kind of a deal for licensing with others, then their business decisions need to be evaluated based on that."

"We are on an annual contract to use the solution."

"The pricing is fair because WorkFusion's out-of-the-box solution is appealing."

"One upgrade took a year to do, from the first server being built to the last bot being migrated. This was because we had to migrate all our existing bots. This is the same process and time frame that we are expecting towards the upcoming upgrade. I will end up spending half a million dollars to do an upgrade."

"It is not the most expensive solution, but it is also not the cheapest."

"As a first-time customer who wants to engage with WorkFusion, not working for my company, then I would want to do a PoC. The cost is prohibitive because they will ask me to get infrastructure with six or seven servers. Then, you must buy a WorkFusion license to do a PoC, which is expensive. I would then have to set up a team to build the PoC and see the benefits. That is very prohibitive."

"My client is using RPA Express, which is available for them to use free of charge."

"I can't speak to pricing. It's a contract signed by upper management."

More WorkFusion pricing and cost advice

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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

28%

Computer Software Company

13%

Government

Insurance Company

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 WorkFusion?

If you compare it to its competitors in the market, it is more Java-native.

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What is your experience regarding pricing and costs for WorkFusion?

WorkFusion is cheaper than Kofax, but I cannot compare it to UiPath ( /products/uipath-reviews ) without exact pricin...

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What needs improvement with WorkFusion?

In low-code automation, most parts are not customizable, particularly when Excel is involved, which increases complex...

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Comparisons

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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

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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

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UiPath Platform vs WorkFusion

Compared 32% of the time

Microsoft Power Automate vs WorkFusion

Compared 16% of the time

Automation Anywhere vs WorkFusion

Compared 12% of the time

Tungsten RPA vs WorkFusion

Compared 8% of the time

ELMA 365 vs WorkFusion

Compared 7% of the time

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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

WorkFusion

July 2025

Download WorkFusion product report

Also Known As

HelpSystems Automate, Automate

No data available

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

WorkFusion, Inc. is the creator of AI-enabled Digital Workers designed specifically for banking and financial services organizations. Its Digital Workers are true knowledge workers that effectively augment existing teams in functions like anti-money laundering (AML), sanctions, customer onboarding, Know Your Customer (KYC), and customer service. WorkFusion’s digital workforce solutions help solve talent shortages, increase workforce capacity, save money, enhance employee and customer satisfaction, and ensure ongoing compliance. For more information visit workfusion.com.

WorkFusion

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

Deutsche Bank, Amerant Bank, Bank of Asia, Scotiabank, Bank of Montreal, LPL Financial, Carter Bank & Trust, Selective Insurance, HPE, Canadian Tire, Standard Bank, Humana, New York-Presbyterian, Houston Methodist, Six Financial, State Street

Buyer's Guide

Ephesoft Transact vs. WorkFusion

July 2025

Free Report: Ephesoft Transact vs. WorkFusion

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