Ephesoft Transact vs WorkFusion comparison

Ephesoft and WorkFusion are both solutions in the Intelligent Document Processing (IDP) category. Ephesoft is ranked #15 with an average rating of 6.0, while WorkFusion is ranked #8 with an average rating of 7.4. 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: April 2025).

Buyer's Guide

Ephesoft Transact vs. WorkFusion

April 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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Shamus Cardon

IT Engineer III at a healthcare company with 10,001+ employees

It has improved our accuracy since we are eliminating the human error element. There could be better version control through their web platform.

We only have our engineering team writing code and developing business processes since it is very technical. In terms of data extraction and training the ML models, we deployed that to our accounts payable department, which has fewer technical users than our engineering team. After a handful of training sessions, they were able to get in there and use it with decent accuracy. It could be better, but it is definitely better than nothing. One of the big upgrades that I know is happening in version 10 is an improvement to their tagging interface. That is definitely something that I am excited about to sort of reinvigorate our more non-technical users in information extraction from our documents. 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.

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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."

"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."

"I actually quite liked the no-coding functionality."

"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."

"I would rate the technical support as a nine out of ten because it is quite fast and courteous."

"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."

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

"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."

More Automate pros

"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."

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

"Transact's best feature is its ease of customization."

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

"It is useful that WorkFusion provides the entire infrastructure, which allows me to focus on writing code without worrying about maintenance."

"A helpful feature is the analytics capability within WorkFusion. The analytics dashboards, i.e., their Tableau dashboards, are really helpful for building a business activity monitoring layer. These are very visible to senior management and stakeholders, who can see and know what is happening within processes. They can see what benefits are getting delivered as processes, either ;daily, weekly, monthly, or quarterly. It is easy for stakeholders or senior management to understand the value for the money that they are spending."

"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."

"We recommend different solutions based on our customers' needs, and WorkFusion is what we offer for those who need a premium solution."

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

"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."

"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."

More WorkFusion pros

Cons

"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."

"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."

"We really need a free development environment for customers. Building and testing automation on production isn't ideal."

"Some companies have asked for voice integration. This is likely part of the roadmap."

"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."

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

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

"I currently have three bugs open with them that I don't know if they are addressed in the new release."

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."

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

"Currently, I would rate their pricing around two, as WorkFusion's cloud version seems costly compared to others."

"We have had some problems in the past with the Inspector tool that looks at the elements on the screen. Replacing it or improving it is needed."

"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."

"There is enhanced functionality I would like to see, things that would further enhance the user experience, deliver greater efficiencies, and further mitigate risk."

"Where it can be improved is the speed. I built two bots, one with WorkFusion and the same thing with Python. My feeling was that the speed at which Python did things, how fast it did them, was quite cool. It was faster."

"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."

"If we're talking from a developer perspective, the task of actually building automation is not ideal. That's not their strong side."

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."

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

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

"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 comes with a package that costs approximately $20,000 USD per year."

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

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

"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."

More Automate 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."

"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."

"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."

"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."

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

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

"Find it online."

"The solution was not the cheapest, but it was also not the most expensive. Workfusion was very open to negotiating pricing and to working within the objectives of our firm."

"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."

More WorkFusion pricing and cost advice

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Top Industries

By visitors reading reviews

Financial Services Firm

15%

Computer Software Company

13%

Manufacturing Company

Healthcare Company

Computer Software Company

18%

Financial Services Firm

16%

Retailer

Government

Financial Services Firm

29%

Computer Software Company

15%

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?

I am a consultant and I am making a lot of processes in human resources, payroll, certifications, trainings, web scra...

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

The pricing is quite good compared to its competitors. Competitors are often more expensive than Automate. I would ra...

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What do you like most about Ephesoft Transact?

I have found the keyword extraction to be helpful.

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What is your experience regarding pricing and costs for Ephesoft Transact?

The pricing is fair. It's not too expensive. I'd rate the solution seven out of ten.

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What needs improvement with Ephesoft Transact?

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...

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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...

See all answers

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Compared 8% of the time

Blue Prism vs Automate

Compared 7% of the time

VisualCron vs Automate

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Tungsten TotalAgility vs Ephesoft Transact

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OpenText Intelligent Capture vs Ephesoft Transact

Compared 24% of the time

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UiPath Platform vs WorkFusion

Compared 40% of the time

Microsoft Power Automate vs WorkFusion

Compared 15% of the time

Automation Anywhere vs WorkFusion

Compared 11% of the time

ELMA 365 vs WorkFusion

Compared 7% of the time

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Compared 6% of the time

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Product Reports

Buyer's Guide

Automate

April 2025

Download Automate product report

Buyer's Guide

Intelligent Document Processing (IDP)

April 2025

Download Ephesoft Transact product report

Buyer's Guide

WorkFusion

April 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

April 2025

Free Report: Ephesoft Transact vs. WorkFusion

Find out what your peers are saying about Ephesoft Transact vs. WorkFusion and other solutions. Updated: April 2025.

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