IBM Datacap vs WorkFusion comparison

IBM and WorkFusion are both solutions in the Intelligent Document Processing (IDP) category. IBM is ranked #7 with an average rating of 8.5, while WorkFusion is ranked #9 with an average rating of 7.5. Additionally, 89% of IBM 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 IBM Datacap are competitors in the automation and document recognition category. WorkFusion appears to have the upper hand due to its affordability and superior flexibility in deployment models.

Features: WorkFusion excels with its user-friendly features, extensive automation capabilities, especially in SAP integration, and strong document recognition utilizing OCR and machine learning. Additionally, it offers a simple dashboard for data management. IBM Datacap stands out with powerful document capture and recognition, including barcode and fingerprint recognition. It integrates well with FileNet and supports customizable rule sets, enhancing its extensibility and reliability.

Room for Improvement: WorkFusion could benefit from enhancing ERP integration, improving NLP processing, and simplifying the setup for non-technical users. IBM Datacap needs a more intuitive interface, improved parallel processing support, and better utilization of AI technologies like Watson. Additionally, enhancing language support, particularly for languages like Arabic, would be beneficial for IBM.

Ease of Deployment and Customer Service: WorkFusion supports diverse deployment models, including public and hybrid clouds, offering flexibility and robust customer service. However, there are occasional speed issues during product upgrades. IBM Datacap is mainly on-premises, limiting flexibility compared to cloud solutions. It provides good initial support, though there are mentions of improvement opportunities in technical assistance and bug resolution.

Pricing and ROI: WorkFusion is affordable compared to high-end automation solutions, although significant costs remain for small enterprises. It offers good ROI with increased productivity reports. IBM Datacap’s pricing model, often part of larger bundles like CloudPak, is considered steep. ROI is evident in large-scale operations, but pricing remains a concern for mid-sized and smaller clients.

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

Buyer's Guide

IBM Datacap 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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DeekshithShetty

Software Development Senior Specialist at NTT Data

High-accuracy document processing with easy integration and good image enhancement

The OCR extractions are very good, almost 100% accurate now. The integration with other tools is very easy, with inbuilt actions to configure and directly export to multiple depositories. It is also good at image enhancement, including the removal of lines, which is helpful in processing and automation and ensures very little user intervention, thus saving time.

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

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

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

"I find the ease of use from a programming perspective very valuable."

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

"The most valuable features for my client are timing and scheduling."

"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 most valuable features of Fortra's Automate include its FTP functionality and file manipulation capabilities."

More Automate pros

"The feedback from our clients that this solution has increased their efficiency and their turnaround time on opening any account for end users, thus attracting more customers."

"It's resiliency. There are multiple ways of identifying what you are looking for. There are multiple export formats."

"One valuable feature of IBM Datacap is the OCR capability, along with its ability to read fields from documents."

"It is highly extensible, which we found to be most valuable. It is a very extensible solution because it is based on configurable rule sets. We were able to amend and adjust the solution and very easily add custom code and custom components. It does require some programming experience, but we found that not to be an issue. We liked its extensibility."

"One of the valuable features of Datacap is the user experience. One thing that IBM did a few years ago was they standardized all of their ECM products on Content Navigator, including Datacap. If you're an IBM ECM customer you have FileNet, you have Datacap, you have StoredIQ and you have a consistent user experience, user interface."

"It reduces human error and saves time."

"It's a platform, not a configured application, so you can do what you want with it."

"The most valuable feature is its ability to capture data, which changes all the time into different formats."

More IBM Datacap pros

"Their robots have increased the rate of efficiency by two to five times in our organization. There is still a human element to code out the package running the robots. You can't just click something and have it run. However, once that has been done, you can parallelize it 10 or 100 times in a fairly straightforward manner."

"The Robotic Desktop Automation Express component allows us to do rapid development outside the normal, time-consuming processes."

"The solution is stable, we have not had any glitches or problems."

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

"The most valuable features are the Excel activities. It has a number of Excel activities that are quite reliable."

"We have seen Workfusion improve on accuracy and compliance... With the Workfusion model, we reduce human error and the need for further QC. We switch more to a QA process where we're testing whether the model is effective."

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

"The dashboard is the solution's most valuable feature. When clients want to look at the data it's very easy for them to do so. The dashboard for the IT manager is very useful if there are issues and to create and follow processes."

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."

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

"Error messages should be better. For error status, there should be better documentation because a lot of times, error messages that you get are quite vague. For example, you get a message saying that the workflow has run into an unknown status, which is vague. It just tells you that it failed, but you don't know how or why it failed. It makes debugging difficult."

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

"The vendor is currently working on a solution that allows us to automatically create a process that is based on a document that we receive via email."

"The interface could be more user-friendly and easier to navigate."

"The technical support could be better. We suffer from language barriers, as we are in Argentina."

"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."

More Automate cons

"One of the things that we wished for was to have an easier way to carry out the customizations. Currently, if you want to customize data, you need to have a developer with C# knowledge. If IBM could implement a no-code or low-code platform for Datacap, it would be easier to adjust it without needing a developer, which was always the most difficult part."

"Going forward, IBM needs to ensure that the output is perfect (as it can make the product) while staying true to platform's core."

"I would like to see integration of Watson AI technology into Datacap."

"I give the scalability of the solution a six out of ten."

"Reporting and analytics seem to often be something of an afterthought. With Datacap, they've started building out some dashboards, but one thing we hear from our clients a lot is, "Well, gee, we really love reports. What Datacap has is not really helpful. We'd like something better. We'd like more dashboards." That's one area where we've seen some feedback that the product could do better."

"Datacap has performance issues when processing large volumes of documents. We're doing 18,000 pages daily. Scanning takes almost 20-30 minutes, but it normally takes one or two minutes. We informed IBM and opened a ticket for that. They forwarded the issue to developers but didn't give a specific timeline for it to be resolved. Version 8.1 is already at the end of support."

"Speed of OCR is one issue. It's a challenge because we have customers that have millions and millions of pages that they want this solution to crank through. In order to do that you have to have a large infrastructure in place, and that directly impacts licensing based on the core count."

"The interface can be more intuitive."

More IBM Datacap cons

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

"The solution is not user-friendly, this is something they should improve."

"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."

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

"This is a Java-based application that takes up a lot of space and when it runs, consumes a lot of memory. This affects the reliability because it gets to a point where it hangs."

"We had some issues in the past, but it is fairly stable now. From what I hear, it is more stable in the later versions. With version 10.1.4, there were some issues relating to load distribution. However, it is good now."

"WorkFusion comes packed with certain libraries and .jars. At times, you understand that you're using a system in which a library or .jar is outdated and you need to upgrade it... They need to better manage quickly making changes in WorkFusion to accommodate a situation where other technologies are not supporting the platform."

"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."

More WorkFusion cons

Pricing and Cost Advice

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

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

"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."

"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."

"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."

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

More Automate pricing and cost advice

"Pricing needs to stay competitive."

"We were using the User Value Unit licensing, which means we get charged per active user of the system, and if I'm not mistaken, we also had it for the rule runner service. They had a PVU license model, which is a processor value unit. For each process that we have in our system, we pay a certain amount of money. We found the pricing to be quite steep. It was really an expensive solution in comparison to Kofax, which had a different licensing model and was actually cheaper overall because they charge per page and not per user and per process."

"This solution offers seamless integration with other enterprise products, which is my area of responsibility, focusing on government sector projects. Larger enterprise projects don't pose problems. It might be suitable for small businesses as well."

"This solution is the most expensive in the market."

"You save a lot of time and money, but the benefit is you have people who are able to run the systems, check to see if there are any errors at all, and there are a lot less errors than a human system."

"It varies, and it depends on the client's requirements and negotiations. Nowadays, Datacap is also included in the IBM Cloud Pak for Business Automation."

"In Egypt, we have exchange rates that change year to year, and currently, we're facing an increase in the exchange rate between our Egyptian pound and the dollar. Since we have been using IBM DataCap two years ago we had a good price, it was not expensive. However, I cannot say now if it is expensive or not because of the exchange rate. Additionally, I don't have the data of other competitors and I don't know the prices."

More IBM Datacap pricing and cost advice

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

"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."

"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."

"In addition to the licensing fee, there is also an implementation cost for each use case and technical support costs."

"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."

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

"Find it online."

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

16%

Government

13%

Computer Software Company

11%

Manufacturing Company

Financial Services Firm

28%

Computer Software Company

13%

Government

Insurance Company

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

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.

See all answers

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 IBM Datacap?

The installation of the solution is very simple.

See all answers

What is your experience regarding pricing and costs for IBM Datacap?

Pricing is in the mid-range but could be more affordable, rated at four point five.

See all answers

What needs improvement with IBM Datacap?

IBM needs to improve on scanning and reading accuracy for unstructured documents. Additionally, an important missing ...

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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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Blue Prism vs Automate

Compared 8% of the time

Automation Anywhere vs Automate

Compared 6% of the time

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OpenText Capture vs IBM Datacap

Compared 16% of the time

Tungsten TotalAgility vs IBM Datacap

Compared 14% of the time

Microsoft Power Automate vs IBM Datacap

Compared 13% 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

IBM Datacap

August 2025

Download IBM Datacap product report

Buyer's Guide

WorkFusion

July 2025

Download WorkFusion product report

Also Known As

HelpSystems Automate, Automate

Datacap

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

IBM Datacap helps you streamline the capture, recognition and classification of business documents and extract important information. Datacap supports multiple-channel capture by processing paper documents on scanners, mobile devices, multi-function peripherals and fax. It uses natural language processing, text analytics and machine learning technologies, like those in IBM Watson, to automatically identify, classify and extract content from unstructured or variable documents. The software can reduce labor and paper costs, deliver meaningful information and support faster decision making.

IBM

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

Turkcell, PowerSouth Energy Cooperative, Central Nacional Unimed, Conqord Oil

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

IBM Datacap vs. WorkFusion

July 2025

Free Report: IBM Datacap vs. WorkFusion

Find out what your peers are saying about IBM Datacap vs. WorkFusion and other solutions. Updated: July 2025.

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