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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
28
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)
WorkFusion
Ranking in Robotic Process Automation (RPA)
10th
Average Rating
7.6
Reviews Sentiment
6.9
Number of Reviews
32
Ranking in other categories
Process Automation (12th), Intelligent Document Processing (IDP) (9th)
 

Mindshare comparison

As of July 2025, in the Robotic Process Automation (RPA) category, the mindshare of Automate is 1.8%, up from 1.0% compared to the previous year. The mindshare of Redwood Software - Finance Automation Edition is 0.7%, up from 0.4% compared to the previous year. The mindshare of WorkFusion is 1.5%, 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.
Arijit-Ghosh - PeerSpot reviewer
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

"We have found the pricing to be very reasonable."
"I like the interface; it makes managing automation easy. We can set different schedules and templates for each task."
"The pricing is excellent. I would give them perfect marks in that regard."
"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."
"Automate increases efficiency and eliminates errors during documentation and invoicing processes."
"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."
"Fortra's Automate has effectively replaced the workload of an entire employee, saving us significant time and money."
"The most valuable feature is the drag-and-drop interface, which is very Windows-like."
"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."
"So the best thing is ease of use."
"It really does help by either freeing up people's time to focus on more value-added tasks or reducing headcount. We generally have other things that we can get people to do, helping make the employees' work more meaningful since they are not having to do the mundane stuff."
"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 cognitive features of this solution are good."
"We can see that its competitive ability is quite good."
"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."
"This solution has great document recognition capabilities."
"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 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."
 

Cons

"The interface could be more user-friendly and easier to navigate."
"We really need a free development environment for customers. Building and testing automation on production isn't ideal."
"Fortra's Automate is not as reliable as I would like it to be."
"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 technical support could be better. We suffer from language barriers, as we are in Argentina."
"Some companies have asked for voice integration. This is likely part of the roadmap."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"The documentation is not that great."
"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."
"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."
"If we're talking from a developer perspective, the task of actually building automation is not ideal. That's not their strong side."
"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."
"It should integrate with more ERP solutions like SAP. It doesn't currently have that ability."
"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."
"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."
"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 product could do more to expand its 'codeless' coding options by adding drag-and-drop assistance in building bots for non-technical users."
"We have had some problems in the past with the Inspector tool that looks at the elements on the screen. Replacing it or improving it is needed."
 

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."
"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 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."
"From a distributor's perspective, one of the biggest selling points of Automate is its price point."
"I like the way this solution is priced because you can buy a license, or you can buy the software outright."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"It comes with a package that costs approximately $20,000 USD per year."
"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."
"The licensing was purely based on the number of transactions being processed in production."
"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."
"My client is using RPA Express, which is available for them to use free of charge."
"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."
"In addition to the licensing fee, there is also an implementation cost for each use case and technical support costs."
"It is not the most expensive solution, but it is also not the cheapest."
"We have a good deal from WorkFusion. We have an unlimited global licensing deal with WorkFusion. For us, it is a no-worry solution. We can go ahead and use it as much as possible anywhere we need it. If WorkFusion has a different kind of a deal for licensing with others, then their business decisions need to be evaluated based on that."
"I can't speak to pricing. It's a contract signed by upper management."
"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."
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Top Industries

By visitors reading reviews
Financial Services Firm
13%
Computer Software Company
10%
Manufacturing Company
8%
Educational Organization
5%
Manufacturing Company
16%
Financial Services Firm
12%
Performing Arts
9%
Computer Software Company
8%
Financial Services Firm
30%
Computer Software Company
15%
Government
8%
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?
The main purpose is for automation. That has been the purpose why I have been using it so far.
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...
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: June 2025.
861,524 professionals have used our research since 2012.