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Ephesoft Transact vs WorkFusion comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Oct 10, 2024

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

Ephesoft Transact
Ranking in Intelligent Document Processing (IDP)
15th
Average Rating
7.6
Reviews Sentiment
5.9
Number of Reviews
3
Ranking in other categories
No ranking in other categories
WorkFusion
Ranking in Intelligent Document Processing (IDP)
10th
Average Rating
7.6
Reviews Sentiment
6.9
Number of Reviews
32
Ranking in other categories
Process Automation (26th), Robotic Process Automation (RPA) (16th)
 

Mindshare comparison

As of January 2026, in the Intelligent Document Processing (IDP) category, the mindshare of Ephesoft Transact is 2.3%, up from 1.6% compared to the previous year. The mindshare of WorkFusion is 2.7%, up from 2.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Intelligent Document Processing (IDP) Market Share Distribution
ProductMarket Share (%)
WorkFusion2.7%
Ephesoft Transact2.3%
Other95.0%
Intelligent Document Processing (IDP)
 

Featured Reviews

reviewer2155206 - PeerSpot reviewer
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.
Arijit-Ghosh - PeerSpot reviewer
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.

Quotes from Members

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

Pros

"Transact's best feature is its ease of customization."
"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."
"The tool itself is easy. I started using it without really having any coding experience... After just a few clicks, it was doing reconciliations for me."
"For automating mundane activities, I can recommend WorkFusion."
"We need to analyze documents in order to understand them. We don't need to dedicate much time to this because WorkFusion's machine learning capabilities are very good. We can easily extract information and classify these documents. The document processing engine is very important to our organization because it is the center for many use cases, as we need to control the information contained in documents."
"The solution is stable, we have not had any glitches or problems."
"The platform remains stable with well-designed processes, despite being a complex and technical tool."
"The Control Tower enables us to create and use workflows. It helps us run processes. There are a lot of small features, but the Control Tower is a very good feature, wherein we can create bots and schedule them as well as create different instances of them to run in different regions."
"The most valuable feature is that it is easy to use."
"It's a pretty robust product."
 

Cons

"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."
"Transact could be improved by removing Java and making its pricing more accessible for smaller customers."
"It's not easy to train."
"It is complex for enterprise implementation. The solution needs a needs minimum, of 20-22 servers. It's no small task. This is not a straightforward setup. It's a large undertaking and there are many moving parts."
"It is difficult for non-technical users to use WorkFusion. If we really want to build automation, we definitely need Java developers. Their RPA is not for non-technical people. If I look at competing products, like Automation Anywhere, UiPath, Blue Prism, or even Power Automate, a non-technical person can build basic automations and deploy them. Since non-technical people can easily build basic automations, they can be deployed in no time. With WorkFusion, there isn't a similar feature that works well. One needs to write code from scratch to build automation. That is definitely a deterrent if we really want to do quick, dirty automation. I would not rate WorkFusion very high on their no-code, low-code paradigm. In this area, I would definitely expect them to improve."
"Machine learning models for document-heavy processes have room for improvement because they require significant effort to train and update."
"Currently, I would rate their pricing around two, as WorkFusion's cloud version seems costly compared to others."
"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 have executed our robots thousands of times in our enterprise environment. However, in an enterprise environment, WorkFusion has performance problems. It is slow in production."
"The user experience could be better both from an RPA perspective and from a business perspective."
"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."
 

Pricing and Cost Advice

"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."
"They have a very expensive license compared to any other automation tool. For instance, at $50,000 - $60,000, you can bring in an Automation Anywhere solution. For this solution, you need at least $250,000 to get something going."
"The pricing is fair because WorkFusion's out-of-the-box solution is appealing."
"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."
"The overall cost could come down a bit in terms of maintaining the servers. Because it can handle complicated things in big use cases, the infrastructure is also correspondingly big. It would be nice to bring that cost down."
"I can't speak to pricing. It's a contract signed by upper management."
"It is not the most expensive solution, but it is also not the cheapest."
"Find it online."
"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."
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Top Industries

By visitors reading reviews
Financial Services Firm
20%
Government
12%
Insurance Company
10%
Performing Arts
10%
Financial Services Firm
30%
Computer Software Company
9%
Insurance Company
5%
Comms Service Provider
5%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business10
Large Enterprise23
 

Questions from the Community

Ask a question
Earn 20 points
What do you like most about WorkFusion?
If you compare it to its competitors in the market, it is more Java-native.
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 pricing. It is worth the money as a tool.
What needs improvement with WorkFusion?
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 complic...
 

Overview

 

Sample Customers

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
Find out what your peers are saying about Ephesoft Transact vs. WorkFusion and other solutions. Updated: December 2025.
881,082 professionals have used our research since 2012.