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Jiffy.ai Automate vs Redwood Software - Finance Automation Edition comparison

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Comparison Buyer's Guide

Executive SummaryUpdated on Dec 4, 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

Automate
Sponsored
Ranking in Robotic Process Automation (RPA)
5th
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
30
Ranking in other categories
No ranking in other categories
Jiffy.ai Automate
Ranking in Robotic Process Automation (RPA)
34th
Average Rating
8.2
Reviews Sentiment
6.8
Number of Reviews
8
Ranking in other categories
No ranking in other categories
Redwood Software - Finance ...
Ranking in Robotic Process Automation (RPA)
15th
Average Rating
9.0
Reviews Sentiment
7.5
Number of Reviews
3
Ranking in other categories
Financial Close Software (7th)
 

Mindshare comparison

As of October 2025, in the Robotic Process Automation (RPA) category, the mindshare of Automate is 2.0%, up from 1.1% compared to the previous year. The mindshare of Jiffy.ai Automate is 0.6%, up from 0.3% compared to the previous year. The mindshare of Redwood Software - Finance Automation Edition is 0.9%, 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 (%)
Automate2.0%
Redwood Software - Finance Automation Edition0.9%
Jiffy.ai Automate0.6%
Other96.5%
Robotic Process Automation (RPA)
 

Featured Reviews

Jane Rachma Kiniti - PeerSpot reviewer
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.
HA
You don't have to code; it is just drag and drop
They are still new in the market. Or, at least, they are still a small player. They require a lot of improvement in terms of learning material as well as the community developers. If you compare Jiffy.ai to an established solution, like UiPath, you can go to YouTube and find a lot of learning material posted by UiPath, partners, and other people in the community. However, for Jiffy.ai, you won't find that available in the market. Because of this it is very hard for us to find talent in the market. Most of the developers in the market are used to the bigger players. For Jiffy.ai, if you search a resume because you are trying to find someone who has used Jiffy.ai, you won't be able to find it. So, when we onboard a new person, we want them to learn this new system, but it is a bit hard for them to pick up because there are no external learning materials on the Internet. For training, they provide the foundation and advanced training. If you have other issues, they have a support portal, which shows a brief summary of the features. It's not very extensive, like Google Cloud Platform. Sometimes there are things that may not be available in the portal. While other products will also not have available the information in their portal, other people know it. So, you don't have in the community discussions about solutions to a problem that would not be available in the portal.
Amarjeet Kamble - PeerSpot reviewer
User-friendly and enables automation in finance, HR, and SDM
There is room for improvement, considering no tools having everything inside it is right. So 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. Right now, you can do it with a little bit of custom scripting in addition to eight. But rather than custom scripting, if we can have a direct feature integrated inside this tool, it will be a major achievement. So, it already has that capability, as you can do custom scripting, and you can go ahead with creating your own. But the direct functions are not available. That's where we are lagging behind. However, importing the values or importing the service can be achieved. So, that is where I can see the room for improvement. In this particular area, the entire system can be improved.

Quotes from Members

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

Pros

"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 find the ease of use from a programming perspective very valuable."
"We have found the pricing to be very reasonable."
"I would recommend Automate because it has made my work much easier."
"I would rate the technical support as a nine out of ten because it is quite fast and courteous."
"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."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task."
"Its initial setup process was quite efficient."
"It is a one stop solution for automating process. The modular way that is assigned and works together follows a certain logic, and it encompasses a wide range of processes in a very structured and logical manner."
"The biggest driver was the cost savings. We wanted to improve productivity and save costs. Therefore, we gave most of the mundane tasks currently being done by a human to a bot. Some of the mundane tasks were reading invoices and keying in the data. We are talking about 15,000 documents every day. That is a huge volume that needs a lot of people. With the bot, it is just a fraction of the cost, because there is a huge savings in terms of manpower."
"The way Jiffy.ai integrates into existing infrastructure has been great for us. Our company is pretty stringent when it comes to cyber security and integrating with our apps... We've definitely had very strong scrutiny over this platform and this work, and even within that, it's been really successful at being able to integrate."
"The most valuable feature is the computer vision or OCR. That has a lot of use cases in real life. A lot of man hours can be saved, as we've seen in the finance processes... The feedback I have gotten from the team is that the OCR is quite powerful."
"I found the invoice data extraction very exciting. It is really good."
"With the customization option, we can write custom expressions using its compatibility with Python or other programming languages."
"It removes the burden of having to do some tasks manually. However, we are just using it in production for a single project. It saves us a lot of time in terms of extracting that information. So far, it has made a big impact."
"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

"It's possible that they could use a stronger community for seeking guidance and help."
"The workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"The interface could be more user-friendly and easier to navigate."
"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."
"Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully."
"Fortra's Automate is not as reliable as I would like it to be."
"There is a lack of good development for artificial intelligence, such as machine learning."
"The solution's support services need improvement."
"The solution has just not closed the gap of being accessible to non-IT users. If you are a non-IT person, then this all looks like gobbledygook. Maybe that is something that can be improved upon."
"The setup process could definitely be better."
"I believe this is also being addressed, but a lot of the platform work, as we were putting in new versions or making some updates, was, ironically, very manual. It's improved greatly, but I would imagine that's an area that they're probably still working on, on the backend, to help when it comes to what we need to do for platform support."
"They are still new in the market. Or, at least, they are still a small player. They require a lot of improvement in terms of learning material as well as the community developers. If you compare Jiffy.ai to an established solution, like UiPath, you can go to YouTube and find a lot of learning material posted by UiPath, partners, and other people in the community. However, for Jiffy.ai, you won't find that available in the market. Because of this it is very hard for us to find talent in the market. Most of the developers in the market are used to the bigger players. For Jiffy.ai, if you search a resume because you are trying to find someone who has used Jiffy.ai, you won't be able to find it. So, when we onboard a new person, we want them to learn this new system, but it is a bit hard for them to pick up because there are no external learning materials on the Internet."
"When using UiPath automation, we could just Google issues if we were stuck with something. In the initial days with Jiffy.ai, we could not get that type of information from Google because there wasn't much of a community."
"The UI or the UX has room for improvement. The approach for designing the workflow is not that straightforward. It's quite difficult."
"Initially, in version 3, Jiffy.ai did not have support for containerization. In our environment, we are heavy users of containers and container illustrators. So, the initial deployment option was running based on individual hosts that we deployed in the cloud. That created a singularity in the way that we deployed services in our system."
"Mapping the process steps to an existing R2R process quickly would be a definite step forward."
"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."
"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

"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"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 cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
"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."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"Once you buy the software, you just pay for the support for backend help."
"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."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"If cost is of concern, then start with Jiffy. If cost is not your main concern there are a few premium products out there, but they come with a huge price tag."
"The pricing and license make sense. They have a model based on the concurrency of the workforce, which is very suitable in our case. The savings are great on the licensing cost."
"I like that it is very cost-efficient."
"The licensing is not expensive; it is quite cheap. The expensive part is to support and maintain it. Understandably, we engage them to do a lot of work that could have been done by our own staff, if we had an RPA team. I wouldn't hold that against them. It is just that the cost of support is on the higher side for us."
"Its license is yearly. There are no additional costs to the standard fee. It is a standard license."
"The pricing is quite competitive. As a small player in the market, they are quite aggressive in their pricing. With the features that they offer, it is quite worth the value."
"The solution's price is reasonable."
"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%
Computer Software Company
9%
Manufacturing Company
9%
Performing Arts
6%
No data available
Manufacturing Company
19%
Performing Arts
11%
Financial Services Firm
7%
Recreational Facilities/Services Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise8
Large Enterprise4
By reviewers
Company SizeCount
Small Business2
Midsize Enterprise1
Large Enterprise5
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?
My main use case for Automate is to deliver enterprise-scale script execution jobs, which means we are using Automate...
What is your experience regarding pricing and costs for Fortra Automate?
Until now, I have not specified any other tech products except Microsoft Power Automate, N8N, and Make.com that I've ...
Ask a question
Earn 20 points
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 t...
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....
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 A...
 

Also Known As

HelpSystems Automate, Automate
No data available
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
Southwest Airlines
ArcelorMittal, Alliant Energy, Allianz, Arla, Bacardi, CPS Energy, DSM, Faurecia, Genetech, Jabil, Jumbo,
Find out what your peers are saying about Jiffy.ai Automate vs. Redwood Software - Finance Automation Edition and other solutions. Updated: September 2025.
869,566 professionals have used our research since 2012.