Try our new research platform with insights from 80,000+ expert users

Redwood Software - Finance Automation Edition vs WorkFusion comparison

Sponsored
 

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

Fortra's Automate
Sponsored
Ranking in Robotic Process Automation (RPA)
4th
Average Rating
8.6
Reviews Sentiment
7.1
Number of Reviews
37
Ranking in other categories
Business Orchestration and Automation Technologies (5th)
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)
WorkFusion
Ranking in Robotic Process Automation (RPA)
16th
Average Rating
7.6
Reviews Sentiment
6.9
Number of Reviews
32
Ranking in other categories
Process Automation (26th), Intelligent Document Processing (IDP) (10th)
 

Mindshare comparison

As of January 2026, in the Robotic Process Automation (RPA) category, the mindshare of Fortra's Automate is 2.7%, up from 1.3% 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. The mindshare of WorkFusion is 1.5%, down from 1.5% 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 Automate2.7%
Redwood Software - Finance Automation Edition1.2%
WorkFusion1.5%
Other94.6%
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.
Arijit-Ghosh - PeerSpot reviewer
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.

Quotes from Members

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

Pros

"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task."
"We are still in the process of rolling it to production and tweaking it (our AD groups are a mess), but the improvements are priceless. Having users ID's created the same way every time without human error is the best part. We don't need to worry about why groups were not added, user rights not set to folders or missing a private folder being created, typos or just even knowing when things are done and logged."
"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."
"We have found the pricing to be very reasonable."
"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 most valuable feature is the drag-and-drop interface, which is very Windows-like."
"I would recommend Automate because it has made my work much easier."
"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."
"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."
"So the best thing is ease of use."
"For automating mundane activities, I can recommend WorkFusion."
"The Control Tower enables us to create and use workflows. It helps us run processes. There are a lot of small features, but the Control Tower is a very good feature, wherein we can create bots and schedule them as well as create different instances of them to run in different regions."
"The most valuable feature is that it is easy to use."
"WorkFusion's SAP integrations are really good."
"The platform remains stable with well-designed processes, despite being a complex and technical tool."
"A helpful feature is the analytics capability within WorkFusion. The analytics dashboards, i.e., their Tableau dashboards, are really helpful for building a business activity monitoring layer. These are very visible to senior management and stakeholders, who can see and know what is happening within processes. They can see what benefits are getting delivered as processes, either ;daily, weekly, monthly, or quarterly. It is easy for stakeholders or senior management to understand the value for the money that they are spending."
"We need to analyze documents in order to understand them. We don't need to dedicate much time to this because WorkFusion's machine learning capabilities are very good. We can easily extract information and classify these documents. The document processing engine is very important to our organization because it is the center for many use cases, as we need to control the information contained in documents."
"It is useful that WorkFusion provides the entire infrastructure, which allows me to focus on writing code without worrying about maintenance."
 

Cons

"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."
"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."
"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."
"They do not encrypt passwords, so this is an issue with HIPAA compliance."
"The documentation for errors needs improvement as many of the error messages we receive are very vague."
"There are newer AWS services such as Lambda or Security Hub that security analysts use to detect malicious traffic or alerts, but the integration is not available for these, so we still rely on custom scripting because there are no options for drag-and-drop with these newer services."
"Fortra's Automate is not as reliable as I would like it to be."
"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."
"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."
"In low-code automation, most parts are not customizable, particularly when Excel is involved, which increases complexity. The system can break down, requiring numerous exception cases, thus complicating workflow creation."
"I frequently face issues with infrastructure and some WorkFusion-related problems, such as login issues."
"I would also like for it to be NLP-based."
"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."
"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."
"It is complex for enterprise implementation. The solution needs a needs minimum, of 20-22 servers. It's no small task. This is not a straightforward setup. It's a large undertaking and there are many moving parts."
"We are having some database issues, but we are addressing them."
"Currently, I would rate their pricing around two, as WorkFusion's cloud version seems costly compared to others."
 

Pricing and Cost Advice

"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."
"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 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."
"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."
"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."
"The licensing was purely based on the number of transactions being processed in production."
"As a first-time customer who wants to engage with WorkFusion, not working for my company, then I would want to do a PoC. The cost is prohibitive because they will ask me to get infrastructure with six or seven servers. Then, you must buy a WorkFusion license to do a PoC, which is expensive. I would then have to set up a team to build the PoC and see the benefits. That is very prohibitive."
"It is not the most expensive solution, but it is also not the cheapest."
"In addition to the licensing fee, there is also an implementation cost for each use case and technical support costs."
"They have a very expensive license compared to any other automation tool. For instance, at $50,000 - $60,000, you can bring in an Automation Anywhere solution. For this solution, you need at least $250,000 to get something going."
"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."
"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."
"I can't speak to pricing. It's a contract signed by upper management."
"Find it online."
report
Use our free recommendation engine to learn which Robotic Process Automation (RPA) solutions are best for your needs.
880,255 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
Financial Services Firm
11%
Manufacturing Company
9%
Computer Software Company
8%
Performing Arts
6%
Manufacturing Company
19%
Performing Arts
13%
University
6%
Transportation Company
6%
Financial Services Firm
27%
Computer Software Company
17%
Insurance Company
5%
Government
4%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business25
Midsize Enterprise10
Large Enterprise9
No data available
By reviewers
Company SizeCount
Small Business10
Large Enterprise23
 

Questions from the Community

What is your primary use case for HelpSystems AutoMate?
I have used it mainly for internal process automation, including file transfer, data extraction, and scheduling jobs.
What is your experience regarding pricing and costs for Fortra Automate?
Regarding the pricing of Fortra's Automate, I think it is neither expensive nor inexpensive. From what I have seen, i...
What needs improvement with Fortra Automate?
One aspect I dislike about Fortra's Automate is that debugging slows me down. When the workflow fails, tracing the ex...
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...
What do you like most about WorkFusion?
If you compare it to its competitors in the market, it is more Java-native.
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...
What needs improvement with WorkFusion?
In low-code automation, most parts are not customizable, particularly when Excel is involved, which increases complex...
 

Also Known As

HelpSystems Automate, Automate
Redwood Business Process Automation - Finance Edition, Redwood Robotics, Redwood Finance Automation
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
ArcelorMittal, Alliant Energy, Allianz, Arla, Bacardi, CPS Energy, DSM, Faurecia, Genetech, Jabil, Jumbo,
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
Find out what your peers are saying about Redwood Software - Finance Automation Edition vs. WorkFusion and other solutions. Updated: December 2025.
880,255 professionals have used our research since 2012.