Fortra's Automate vs WorkFusion comparison

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1,981 views|1,003 comparisons
94% willing to recommend
WorkFusion Logo
4,502 views|1,744 comparisons
87% willing to recommend
Comparison Buyer's Guide
Executive Summary

We performed a comparison between Fortra's Automate and WorkFusion based on real PeerSpot user reviews.

Find out in this report how the two Robotic Process Automation (RPA) solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI.
To learn more, read our detailed Fortra's Automate vs. WorkFusion Report (Updated: March 2024).
767,667 professionals have used our research since 2012.
Featured Review
Quotes From Members
We asked business professionals to review the solutions they use.
Here are some excerpts of what they said:
Pros
"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.""The most valuable features for my client are timing and scheduling.""I actually quite liked the no-coding functionality.""The interface is simple, user-friendly, and very intuitive.""The most valuable feature is the drag-and-drop interface, which is very Windows-like.""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.""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."

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"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.""The document processing engine is good. We're extracting around 70 data points from a given document, and we have an automated extraction rate of 80 percent for those fields.""The dashboard is the solution's most valuable feature. When clients want to look at the data it's very easy for them to do so. The dashboard for the IT manager is very useful if there are issues and to create and follow processes.""We can see that its competitive ability is quite good.""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.""OCR, document processing, is one of the main features of WorkFusion. It can analyze your documents very efficiently. The accuracy is close to 90 percent. It can analyze and extract data from any document to populate or update it in other sources, like Excel or Google Sheets.""It's a pretty robust product.""This solution has great document recognition capabilities."

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Cons
"The solution has a very weak knowledge base.""Sometimes when we communicate with the ERP system and there is an issue, we are not always aware of the specifics of Automate and the source of the problem.""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.""Some companies have asked for voice integration. This is likely part of the roadmap.""We really need a free development environment for customers. Building and testing automation on production isn't ideal.""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.""Fortra's Automate is not as reliable as I would like it to be."

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"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.""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.""We are having some database issues, but we are addressing them.""This is a Java-based application that takes up a lot of space and when it runs, consumes a lot of memory. This affects the reliability because it gets to a point where it hangs.""One of the issues that we are facing here in China, is that we cannot access the material for training because it is on YouTube. In China, we do not have access to YouTube.""I would also like for it to be NLP-based.""The solution is not user-friendly, this is something they should improve.""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."

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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."
  • "I like the way this solution is priced because you can buy a license, or you can buy the software outright."
  • "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."
  • "I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
  • "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."
  • "From a distributor's perspective, one of the biggest selling points of Automate is its price point."
  • "The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."
  • More Fortra's Automate Pricing and Cost Advice →

  • "Find it online."
  • "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."
  • "It is not the most expensive solution, but it is also not the cheapest."
  • "I can't speak to pricing. It's a contract signed by upper management."
  • "We are on an annual contract to use the solution."
  • "My client is using RPA Express, which is available for them to use free of charge."
  • "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."
  • "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."
  • More WorkFusion Pricing and Cost Advice →

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    Questions from the Community
    Top Answer:We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.
    Top Answer:I'm only involved in running the product and maintaining the systems, so I can't speak to the cost.
    Top Answer:There is room for improvement regarding cloud functionality; there are a few missing features, and the logging could be better, especially air logging. We can go into logging events and create our own… more »
    Top Answer:If you compare it to its competitors in the market, it is more Java-native.
    Top Answer:Everything should be cheaper. However, it's fairly priced. They have a pricing scale. We've been with them for a while, so we've already hit the roof. We've been with them so long that they are very… more »
    Top Answer:For non-technical users, it may be easy to use. It depends on what perspective we're talking about. From a business perspective, like manual tasks, it's good. However, it's all about what the… more »
    Ranking
    Views
    1,981
    Comparisons
    1,003
    Reviews
    10
    Average Words per Review
    1,398
    Rating
    8.5
    Views
    4,502
    Comparisons
    1,744
    Reviews
    9
    Average Words per Review
    1,551
    Rating
    7.9
    Comparisons
    Also Known As
    HelpSystems Automate, Automate
    Learn More
    Fortra
    Video Not Available
    Overview

    Automate is an easy-to-use RPA software solution that boosts your productivity by transforming virtually any business or IT process. Get scalable automation capabilities whether you need a solution for one department, a small business, or an enterprise-wide Center of Excellence (CoE) initiative—Automate is built and priced right for employee-driven automation for any organization.

    Automate allows you to get up and running fast with no-code automation for both GUI and back-end functionalities. Form-based development lets you quickly build bots and leverage over 600 pre-built automation actions. Powerful out-of-the-box API and native integrations bring together the applications that keep your business running. And with the Automate Recorder, easily build, update, and deploy robust, UI-driven automation. Plus, bots can be deployed as attended or unattended with concurrent execution of tasks—no restrictions.

    A Key Part of Fortra (the new face of HelpSystems) Automate is proud to be part of Fortra’s comprehensive portfolio. Fortra simplifies today’s complex business landscape by bringing complementary products together to solve problems in innovative ways. These integrated, scalable solutions address the many challenges you face in streamlining your operations. With the help of Automate robotic process automation and other solutions, Fortra is your relentless ally, here for you every step of the way on your automation journey.

    WorkFusion, Inc. is the creator of AI-enabled Digital Workers designed specifically for banking and financial services organizations. Its Digital Workers are true knowledge workers that effectively augment existing teams in functions like anti-money laundering (AML), sanctions, customer onboarding, Know Your Customer (KYC), and customer service. WorkFusion’s digital workforce solutions help solve talent shortages, increase workforce capacity, save money, enhance employee and customer satisfaction, and ensure ongoing compliance. For more information visit workfusion.com.


    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
    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
    Top Industries
    REVIEWERS
    Manufacturing Company14%
    Security Firm14%
    Financial Services Firm14%
    Insurance Company14%
    VISITORS READING REVIEWS
    Computer Software Company14%
    Financial Services Firm13%
    Manufacturing Company9%
    Healthcare Company8%
    REVIEWERS
    Financial Services Firm52%
    Computer Software Company17%
    Retailer9%
    Manufacturing Company4%
    VISITORS READING REVIEWS
    Financial Services Firm18%
    Computer Software Company13%
    Comms Service Provider11%
    Manufacturing Company7%
    Company Size
    REVIEWERS
    Small Business55%
    Midsize Enterprise25%
    Large Enterprise20%
    VISITORS READING REVIEWS
    Small Business26%
    Midsize Enterprise17%
    Large Enterprise57%
    REVIEWERS
    Small Business29%
    Midsize Enterprise3%
    Large Enterprise68%
    VISITORS READING REVIEWS
    Small Business18%
    Midsize Enterprise10%
    Large Enterprise72%
    Buyer's Guide
    Fortra's Automate vs. WorkFusion
    March 2024
    Find out what your peers are saying about Fortra's Automate vs. WorkFusion and other solutions. Updated: March 2024.
    767,667 professionals have used our research since 2012.

    Fortra's Automate is ranked 5th in Robotic Process Automation (RPA) with 21 reviews while WorkFusion is ranked 10th in Robotic Process Automation (RPA) with 30 reviews. Fortra's Automate is rated 8.2, while WorkFusion is rated 7.8. The top reviewer of Fortra's Automate writes "Can automate several processes with only one bot and is easy to implement, administer, and use". On the other hand, the top reviewer of WorkFusion writes "Helps improve our accuracy and compliance, but the analytics module can be confusing". Fortra's Automate is most compared with Microsoft Power Automate, UiPath, Red Hat Ansible Automation Platform, MOVEit and Automation Anywhere (AA), whereas WorkFusion is most compared with UiPath, Blue Prism, Automation Anywhere (AA), Microsoft Power Automate and ABBYY Vantage. See our Fortra's Automate vs. WorkFusion report.

    See our list of best Robotic Process Automation (RPA) vendors.

    We monitor all Robotic Process Automation (RPA) reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.