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Fortra's Automate vs IBM Cloud Pak for Automation comparison

 

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

Fortra's Automate
Ranking in Business Orchestration and Automation Technologies
5th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
Robotic Process Automation (RPA) (4th)
IBM Cloud Pak for Automation
Ranking in Business Orchestration and Automation Technologies
22nd
Average Rating
8.0
Reviews Sentiment
5.8
Number of Reviews
2
Ranking in other categories
Process Automation (30th)
 

Mindshare comparison

As of January 2026, in the Business Orchestration and Automation Technologies category, the mindshare of Fortra's Automate is 1.8%, up from 1.4% compared to the previous year. The mindshare of IBM Cloud Pak for Automation is 0.5%, up from 0.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Business Orchestration and Automation Technologies Market Share Distribution
ProductMarket Share (%)
Fortra's Automate1.8%
IBM Cloud Pak for Automation0.5%
Other97.7%
Business Orchestration and Automation Technologies
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
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.
SYEDMUJTABA - PeerSpot reviewer
Vice President - Digital Automation Services at Techvista Systems
Effectively handles parallel instances effectively
I find it quite straightforward, perhaps around 8.5 out of 10 in terms of ease. When we upgraded from the old version of IBM BPM to the new one within IBM Cloud Pak for Automation, we didn't encounter any major issues. There were some minor ones, but they were easy to overcome.The migration process was part of our deployment strategy. We had a plan to migrate two processes per week from on-premises to the cloud. The migration involved taking the instances and migrating them to the new environment. There is an inbuilt feature in IBM Cloud Pak for Automation that facilitates the migration process, although I personally haven't conducted it myself; it's managed by my team. Overall, the setup process was relatively smooth.

Quotes from Members

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

Pros

"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"Automate's best feature is that we do not need to write any code; we can create our jobs using the drag and drop option available, and any technical member without coding expertise can use this tool."
"The peace of mind I have using Automate for scheduling tasks allows me to focus on other responsibilities without worrying about operational issues."
"I find it very user-friendly. Our IT department and other departments can seamlessly collaborate without requiring extensive training. As a business department, we particularly value this aspect, as our team doesn't consist of many IT users. However, we couldn't solely rely on a drag-and-drop approach to implement and utilize the solution within our departments."
"We have tried other RPA solutions like UiPath or Automation Anywhere. They are fantastic products but complex, and it's hard to understand everything. It would be best if you had a skilled developer or several. Automate is easy to implement, administer, and use. It's appropriate for us because our cases are simple and easy to automate. We don't need complicated tools with many features; We prefer to get a significant ROI quickly."
"The feature I prefer most about Fortra's Automate is that it offers no-code or low-code automation, which is essential for me as a cybersecurity analyst because we do not have time to code and automate everything."
"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."
"The most valuable feature is the drag-and-drop interface, which is very Windows-like."
"What this product allows us to do is to move from on-prem instances where we are running independent instances of FileNet, Datacap, and ODM. It allows us to leverage container-based resiliency and availability modeling so that we have some visibility across the CP4BA ecosystem. We're now migrating all of our data to be in the Cloud Object Storage, and we can now use some of the features of Azure in terms of how we store and retrieve content for our members and our providers."
"I believe two significant features of IBM Cloud Pak for Automation are the focus on SLA management and the capability to handle parallel instances effectively. Parallel instances, for instance, are valuable when dealing with a large number of users, enabling tasks to be performed concurrently for efficient system operation. The SLA aspect is crucial for tracking and ensuring timely completion of tasks. Additionally, the cloud compatibility of IBM BAW allows for seamless migration from on-premises to the cloud. This version also includes a business rule management system for storing and managing business rules effectively."
 

Cons

"Fortra's Automate is good overall, but the advanced logic is somewhat challenging."
"One aspect I dislike about Fortra's Automate is that debugging slows me down."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"The user interface could be slightly enhanced to make it more modern."
"The technical support could be better. We suffer from language barriers, as we are in Argentina."
"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."
"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."
"The user interface could be slightly enhanced to make it more modern."
"I believe there is room for improvement in the user interface, particularly in the Process Portal that customers use to view and manage their tasks. The UI of the Process Portal needs enhancement. Additionally, in the next release, I would like to see improved compatibility with Angular, allowing for direct integration with front-end systems. It would be beneficial to have built-in GUI features based on Angular within the system, rather than developing separate applications externally. This, in turn, would provide a more seamless and enhanced front-end experience."
"One of the challenges we're having is finding vendors who have experience in developing on the cloud. We can find developers on the old platform, but it is leading-edge technology. So, we are having some challenges, and IBM is assisting us to find vendor partners. To be able to leverage all the capabilities of the new platform, we have to upgrade our existing ecosystem of FileNet applications. Upgrading to the new platform while trying to modernize is always challenging because it is like you have a moving target."
 

Pricing and Cost Advice

"It comes with a package that costs approximately $20,000 USD per year."
"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'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"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."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"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."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"IBM Cloud Pak for Automation is relatively expensive, especially considering it is designed for long-living processes, not for normal automation needs. On a scale of one to ten, I would rate the pricing at around 9. There are no additional costs beyond the standard licensing fees, but IBM has multiple pricing models that make it expensive in its own way. Different plans are available, but overall, the experience suggests it is a costly solution."
"Its cost is almost the same or comparable to what we pay with FileNet, but I'm not sure what we pay a year. A good part of CP4BA is the CPU-based licensing model. When we're dealing with 50,000 dentists, for example, if we were to use Salesforce, we would be hit with the licensing of 50,000 dentists, whereas when we build out in CP4BA, it is just based on our CPU usage, not on individual licenses."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
6%
Performing Arts
6%
No data available
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business25
Midsize Enterprise10
Large Enterprise9
No data available
 

Questions from the Community

What is your primary use case for HelpSystems AutoMate?
I use Fortra's Automate for IT operations as an automated repetitive workflow task, handling tasks like file transfer, job scheduling, SAP data pools, and system notifications.
What is your experience regarding pricing and costs for Fortra Automate?
I am somewhat aware of Fortra's Automate's pricing, and I can say it is budget-friendly—not too cheap or too high. The pricing is on point.
What needs improvement with Fortra Automate?
Fortra's Automate is good overall, but the advanced logic is somewhat challenging. Some of the more complex branching and error handling require digging into documentation or trial and error before...
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Also Known As

HelpSystems Automate, Automate
No data available
 

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
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Find out what your peers are saying about Fortra's Automate vs. IBM Cloud Pak for Automation and other solutions. Updated: December 2025.
881,114 professionals have used our research since 2012.