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Redwood Software - Finance Automation Edition vs WorkFusion comparison

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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
26
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 (10th)
WorkFusion
Ranking in Robotic Process Automation (RPA)
8th
Average Rating
7.6
Reviews Sentiment
6.9
Number of Reviews
32
Ranking in other categories
Process Automation (14th), Intelligent Document Processing (IDP) (8th)
 

Mindshare comparison

As of May 2025, in the Robotic Process Automation (RPA) category, the mindshare of Automate is 1.6%, up from 1.0% compared to the previous year. The mindshare of Redwood Software - Finance Automation Edition is 0.3%, up from 0.3% compared to the previous year. The mindshare of WorkFusion is 1.6%, up from 1.5% 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.
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.
Shamus Cardon - PeerSpot reviewer
It has improved our accuracy since we are eliminating the human error element. There could be better version control through their web platform.
We only have our engineering team writing code and developing business processes since it is very technical. In terms of data extraction and training the ML models, we deployed that to our accounts payable department, which has fewer technical users than our engineering team. After a handful of training sessions, they were able to get in there and use it with decent accuracy. It could be better, but it is definitely better than nothing. One of the big upgrades that I know is happening in version 10 is an improvement to their tagging interface. That is definitely something that I am excited about to sort of reinvigorate our more non-technical users in information extraction from our documents. 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.

Quotes from Members

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

Pros

"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."
"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."
"I would rate the technical support as a nine out of ten because it is quite fast and courteous."
"Overall, the whole product is really nice and provides significant benefits."
"Web scraping is quite good since it offers a lot of possibilities."
"Compared to other vendors, it's the scheduling tool because a lot of vendors want to charge you extra for their enterprise-level license to have a scheduling tool built in to give you the ability to set up regular schedules to run and do certain data checks."
"The solution is continuously adding more integrations to help with workflows and bot and task creation."
"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."
"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."
"The platform remains stable with well-designed processes, despite being a complex and technical tool."
"We have been very pleased with the speed and decisiveness of WorkFusion, which is able to quickly provide a disposition note or escalate to a human for additional review."
"WorkFusion's SAP integrations are really good."
"The cognitive features of this solution are good."
"In our opinion this group are the leaders in providing RPA solutions."
"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."
"The most valuable features are the Excel activities. It has a number of Excel activities that are quite reliable."
"In terms of stability, it's quite good. It's an internal IP product."
 

Cons

"I find that most important features are strong, however, there is a lack of good development for artificial intelligence, such as machine learning."
"The OCR for Hebrew text needs to be improved."
"Some companies have asked for voice integration. This is likely part of the roadmap."
"It would be an improvement if Automate had better stability tools, whether by recommending a certain amount of memory because it can be a memory hog at times."
"The intelligent automation feature could be improved. It's interesting because it's simple, but the automation quality isn't always good. It's easy to use, but sometimes you need to make a slight improvement to the automation, and that's not so easy."
"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."
"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."
"It is difficult for non-technical users to use WorkFusion. If we really want to build automation, we definitely need Java developers. Their RPA is not for non-technical people. If I look at competing products, like Automation Anywhere, UiPath, Blue Prism, or even Power Automate, a non-technical person can build basic automations and deploy them. Since non-technical people can easily build basic automations, they can be deployed in no time. With WorkFusion, there isn't a similar feature that works well. One needs to write code from scratch to build automation. That is definitely a deterrent if we really want to do quick, dirty automation. I would not rate WorkFusion very high on their no-code, low-code paradigm. In this area, I would definitely expect them to improve."
"Machine learning models for document-heavy processes have room for improvement because they require significant effort to train and update."
"One thing we didn't like was their OCR solution. We felt it's somewhat inefficient."
"So far, we have developed only one automation using machine learning. The results were less than optimal. Part of this could be because of the use case that was selected. Overall, our experience was suboptimal. WorkFusion was an outstanding partner in terms of providing their experts for free to help us on that particular use case, but we still have a lot of things to figure out in terms of how to use its machine learning capability."
"A better graphical user interface that allows business users to perform automation would make this solution number one in the market."
"We would like to see further improvement in the area of running headless."
"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."
"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."
 

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."
"Once you buy the software, you just pay for the support for backend help."
"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."
"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 like the way this solution is priced because you can buy a license, or you can buy the software outright."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"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."
"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 licensing was purely based on the number of transactions being processed in production."
"It is not the most expensive solution, but it is also not the cheapest."
"My client is using RPA Express, which is available for them to use free of charge."
"Find it online."
"In addition to the licensing fee, there is also an implementation cost for each use case and technical support costs."
"The pricing is fair because WorkFusion's out-of-the-box solution is appealing."
"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."
"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."
"One upgrade took a year to do, from the first server being built to the last bot being migrated. This was because we had to migrate all our existing bots. This is the same process and time frame that we are expecting towards the upcoming upgrade. I will end up spending half a million dollars to do an upgrade."
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Top Industries

By visitors reading reviews
Financial Services Firm
15%
Computer Software Company
13%
Manufacturing Company
8%
Healthcare Company
6%
Financial Services Firm
19%
Computer Software Company
12%
Manufacturing Company
11%
Insurance Company
5%
Financial Services Firm
29%
Computer Software Company
15%
Government
7%
Insurance Company
6%
 

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 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: April 2025.
849,686 professionals have used our research since 2012.