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Fortra's Automate vs Redwood Software - Finance Automation Edition comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Nov 12, 2025

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 Robotic Process Automation (RPA)
5th
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
32
Ranking in other categories
Business Orchestration and Automation Technologies (6th)
Redwood Software - Finance ...
Ranking in Robotic Process Automation (RPA)
13th
Average Rating
9.0
Reviews Sentiment
7.5
Number of Reviews
3
Ranking in other categories
Financial Close Software (10th)
 

Mindshare comparison

As of December 2025, in the Robotic Process Automation (RPA) category, the mindshare of Fortra's Automate is 2.5%, up from 1.2% compared to the previous year. The mindshare of Redwood Software - Finance Automation Edition is 1.2%, up from 0.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Robotic Process Automation (RPA) Market Share Distribution
ProductMarket Share (%)
Fortra's Automate2.5%
Redwood Software - Finance Automation Edition1.2%
Other96.3%
Robotic Process Automation (RPA)
 

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.
RC
Enterprise Architect at a consultancy with 10,001+ employees
Single bot now replaces five associates who previously handled finance processes and eliminates manual errors
Everything seems to be working well. However, I see value in integrating AI for automation. So, I would like to see AI integration for automation in future releases. Ideally, after I perform postings, I would like to leverage a generative AI model. This would allow me to type a query or question directly to the bot, and it would retrieve the information I need. For example, I could ask for the number of invoices, the status of specific invoices, or any other relevant data. Currently, we achieve this by building our own Finance model. So, integrating a pre-built finance model with the tool would be much easier and more efficient for reporting purposes. We're looking at several potential uses for this AI model. It could empower various user groups, including regular finance executives, customers, and even vendors to submit queries. Additionally, our leadership team is interested in using the AI model to generate reports directly on the Redwood dashboard. This functionality could potentially replace the need for BSpoke Solutions and the manual generation of BSpoke reports, streamlining the entire reporting process.

Quotes from Members

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

Pros

"The licensing of the product is very good. You only need to license it once and then you have it forever."
"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 product effectively handles all the tasks we require."
"Web scraping is quite good since it offers a lot of possibilities."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"The ability to connect to websites and pull data is the solution's most valuable feature."
"Automate helps me reduce manual work by automating tasks such as access keys and security rotations that we were not able to automate before, diminishing human dependency, and helps minimize errors."
"So the best thing is ease of use."
"The out-of-the-box finance modules within the Redwood Finance framework help to speed up the process, versus designing and writing generic BOT code."
"Redwood has a great feature where it logs every transaction. So, at any point, we can see every step taken for each transaction. It creates an audit trail of the entire process execution. It is a really good feature. This eliminates the need for extra coding or report generation. The audit report is readily available within the tool itself."
 

Cons

"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"The solution has a very weak knowledge base."
"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."
"The interface could be more user-friendly and easier to navigate."
"The user interface could be slightly enhanced to make it more modern."
"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."
"Fortra's Automate is not as reliable as I would like it to be."
"The room for balancing improvement lies in automation enhancement with respect to the feature areas, considering dealing directly with Excel and reviewing it to do some additional stuff for it in the end system so that reading the right thing, picking up the values, and everything."
"Mapping the process steps to an existing R2R process quickly would be a definite step forward."
"would like to see AI integration for automation in future releases. Post-automation, I envision a generative AI model. If I could ask the bot questions like the number of invoices or their current status, it should be able to provide answers directly."
 

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."
"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 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 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."
"It comes with a package that costs approximately $20,000 USD per year."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"The licensing was purely based on the number of transactions being processed in production."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
9%
Performing Arts
6%
Manufacturing Company
20%
Performing Arts
13%
Financial Services Firm
7%
Transportation Company
7%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business23
Midsize Enterprise8
Large Enterprise6
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.
What is your primary use case for HelpSystems AutoMate?
We have been using Automate for approximately one to one and a half years for the automation component. For complex automation tasks, I have created User Access Review and Security Group Audit impl...
What is your experience regarding pricing and costs for Fortra Automate?
The pricing aspect is covered by my senior, but Automate is a centralized tool, so we do not need to buy different tools for different automation scenarios. We are using this as a centralized tool,...
What do you like most about Redwood Business Process Automation - Finance Edition?
Redwood has a great feature where it logs every transaction. So, at any point, we can see every step taken for each transaction. It creates an audit trail of the entire process execution. It is a r...
What is your experience regarding pricing and costs for Redwood Business Process Automation - Finance Edition?
The pricing is very client-specific. It's not a one-size-fits-all price. They don't have a single price for everyone. It's based on the client and the number of transactions. As Vodafone, a large c...
What needs improvement with Redwood Business Process Automation - Finance Edition?
Everything seems to be working well. However, I see value in integrating AI for automation. So, I would like to see AI integration for automation in future releases. Ideally, after I perform postin...
 

Also Known As

HelpSystems Automate, Automate
Redwood Business Process Automation - Finance Edition, Redwood Robotics, Redwood Finance Automation
 

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
ArcelorMittal, Alliant Energy, Allianz, Arla, Bacardi, CPS Energy, DSM, Faurecia, Genetech, Jabil, Jumbo,
Find out what your peers are saying about UiPath, Automation Anywhere, Microsoft and others in Robotic Process Automation (RPA). Updated: November 2025.
877,051 professionals have used our research since 2012.