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Pega Robotic Process Automation 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
8.6
Reviews Sentiment
7.2
Number of Reviews
27
Ranking in other categories
No ranking in other categories
Pega Robotic Process Automa...
Ranking in Robotic Process Automation (RPA)
20th
Average Rating
7.6
Reviews Sentiment
6.8
Number of Reviews
23
Ranking in other categories
No ranking in other categories
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 (8th)
 

Mindshare comparison

As of June 2025, in the Robotic Process Automation (RPA) category, the mindshare of Automate is 1.7%, up from 1.0% compared to the previous year. The mindshare of Pega Robotic Process Automation is 3.3%, up from 2.5% compared to the previous year. The mindshare of Redwood Software - Finance Automation Edition is 0.4%, up from 0.3% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Robotic Process Automation (RPA)
 

Featured Reviews

Anabel Marco - PeerSpot reviewer
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.
VISHNU VARDHAN CHENNURU - PeerSpot reviewer
Great for UI creation, helpful support services, and reliable
Excel connectors need to be improved as there are a few connectors in Excel areas. The recording is not at best in Pega Robotics. They could look into it. The interactions with some applications, like Windows and web applications, are a little slow. They need to improve their speed. It should be normal, to open it with other tools. However, right now, it's a little hard. Users should feel they can develop easily. It will sometimes hang while interacting with third-party applications. Instead of adapters, if we had direct interaction of the applications with API and had scripts, that would be better. We have only CSharp supported right now. We'd like to have Python supported. If it was, it would be easier for us and make the solution more flexible. Currently, we are adding three different configuration files, however, if I had the option, I'd prefer to make a single configuration file and then differentiate it in all three environments. It can be difficult to create logic in automation. It's hard than if we used other RPA tools. If they could add more toolbox options, that would be ideal. They need to do what they can to help us reduce complexity in the automation and combine things under, for example, a single control.
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

"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."
"I would rate the technical support as a nine out of ten because it is quite fast and courteous."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"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 for my client are timing and scheduling."
"A great feature that you seldom see in these kind of systems is the ability to use a database as trigger to launch a task. This is something I asked for a few years ago and that was added."
"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 platform's most valuable feature is the ability to perform most tasks reliably. It efficiently integrates with other systems and automates various tasks."
"It was very smooth and very seamless to create automations."
"I am impressed with the tool's recording feature."
"Its stability has been good."
"Pega is also broadening its landscape by building on top of PRPC (CRM, EPC, etc.), and with a cloud offering available, it is a genuine contender to compete with Salesforce."
"Using the tool actually ends up teaching you about making workflows more efficient."
"The initial setup is pretty easy and quite fast."
"The tech support is highly available and there is plenty of online training available."
"So the best thing is ease of use."
"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."
"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."
 

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."
"The OCR for Hebrew text needs to be improved."
"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."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"The product also has a limited use case in some respects."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"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."
"It's difficult not knowing when alerts will arrive."
"I feel like it doesn't get updated frequently enough. There aren't a lot of new features or a clear roadmap for future improvements."
"It is still a niche skill and resources are scarce in the market unless big IT companies are involved."
"The new players such as UiPath and ABBYY are moving very quickly, but Pega is not. I'd definitely like to see Pega doing a few more interesting things on the AI or machine learning front so that we can use the platform for multiple things."
"Pega Robotic Process Automation scalability is too low."
"Excel connectors need to be improved as there are a few connectors in Excel areas."
"The development experience needs to be improved."
"Pega Robotic Process Automation can improve the OGR area. You don't have a feature to read documents in computer voices."
"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."
"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."
 

Pricing and Cost Advice

"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."
"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."
"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."
"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."
"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."
"Pega Robotic Process Automation is an expensive solution."
"The licensing cost is too high."
"In terms of Pega Robotic Process Automation pricing, I would rate it a five out of five because the solution has a good price. Pricing is not very high, though I'm unsure of the exact cost, based on my experience, the price for Pega Robotic Process Automation is less than Blue Prism because I worked with a few clients that have both solutions and my clients prefer Pega Robotic Process Automation over Blue Prism particularly because of the licensing costs."
"Pega is as competitive as the basic players such as UiPath or Automation Anywhere. UiPath is the most expensive, but Pega is at par with Automation Anywhere."
"Pega is pretty costly."
"​I was not involved in licensing and pricing, but it is worth the cost​."
"I would rate the product's pricing a nine out of ten."
"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
14%
Computer Software Company
12%
Manufacturing Company
7%
Educational Organization
6%
Financial Services Firm
30%
Computer Software Company
14%
Manufacturing Company
9%
Government
6%
Financial Services Firm
19%
Computer Software Company
12%
Manufacturing Company
11%
Recreational Facilities/Services Company
5%
 

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.
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...
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...
What do you like most about Pega Robotic Process Automation?
The solution's automation handling capability has positively impacted the overall automation process in my experience.
What is your experience regarding pricing and costs for Pega Robotic Process Automation?
I would rate the pricing a six out of ten, with ten being expensive.
What needs improvement with Pega Robotic Process Automation?
The solution's configuration and settings could be more comprehensive.
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
Pega RPA, OpenSpan
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
eBay Enterprise, M&I Bank
ArcelorMittal, Alliant Energy, Allianz, Arla, Bacardi, CPS Energy, DSM, Faurecia, Genetech, Jabil, Jumbo,
Find out what your peers are saying about Pega Robotic Process Automation vs. Redwood Software - Finance Automation Edition and other solutions. Updated: June 2025.
856,873 professionals have used our research since 2012.