# Automate RPA Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Automate RPA the right Robotic Process Automation solution for you? Explore 14 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/205252/Automate-RPA/reviews --- Automate RPA 4.5 (14) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Automate RPA Ease of use 4.2 Customer Service 4.3 ## Showing most helpful reviews Showing 1-14 of 14 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Zuzanna A. Automation and Process Engineer Computer Software Used the software for: 6-12 months ### "People don't like to be propped up doing boring things, so this is time saver as well as a motivator" December 3, 2021 4.0 My work revolves around automation. We transfer thousands of files every day, and also the way automation interacts with other applications like the SQL, SFTP, office suite etc. has helped us to build workflows to meet all of our requirements. The best feature of automate is undeniably their swift assistance. Pros The simplicity with which a workflow can be developed. The bulk of software tools are simple to install. It is used to track information in our ERP software, also in SharePoint, to track cloud resources, to reboot systems and servers after hrs. And to change missed data in the Erp software. Send updates about lost processes, documents, data, and so on. We employ it to start and stop FTP transfers of EDI documents to or from our VAN. Cons Exclusion time intervals on a planned condition tended to be per job inside the problem itself, but now you must note that they are in a separate place within the remote control and can be performed through workflow, situation, or task. Review Source VR Verified Reviewer Operations Manager Telecommunications Used the software for: 2+ years ### "Easy to Automate" September 27, 2021 4.0 Perfect handling software for multiple RPA components Pros Workflow Builder, Management, easy to write code Cons Taks agents for cross platforms such as unix/linux. Perform PGP, Compression/decompression etc .. that task agent performs on windows machines should be performed on cross platform as well. Version upgrade with Database should be easy and be able to use the same database schema Alternatives considered [Media Shuttle](https://www.capterra.com/p/154143/Media-Shuttle/) Reason for choosing Automate RPA Cost effective, easy to use, support process, enhacements Review Source VR Verified Reviewer Information System Officer Automotive Used the software for: 1-2 years ### "Automate is great" May 31, 2022 4.0 Pros Automate is able to automate a lot of different tasks. It saves us a lot of time. Cons We don't face much problems so I really don't know a thing I don't like about Automate. Review Source AW Arno W. Sr. Automation Consultant Computer Software Used the software for: 2+ years ### "Automate your repetitive work in hours. Integrates very easily." February 11, 2022 5.0 Pros The hundreds of actions that automate offers by default makes it quick and easy to integrate with ANY other software. Cons Automate is very good at BPA, RPA an batch processing. Automate could be better at high volume- transaction based processing. Review Source CM Clarence M. Systems Operations Specialist Banking Used the software for: 1-2 years ### "Great Automation Software" October 28, 2020 5.0 Currently we do some basic tasks such as moving files, running sql scripts that download data to csv files, FTP data to vendors, to more complex task such as Employee Onboarding and Offboard automating the Active Directory piece, user configurations in websites, applications and modifying sharepoint lists along with database tables for dashboard reporting. Pros HelpSystem's Automate has a ton of great features and modules that are easy to use. It has a great drag and drop interface allowing steps to be moved around with ease. It supports various scripting languages that help expand what it is capable of doing. Automate has built in security features to help hide sensitive data as needed. Helpsystems provides great customer support with wonderful group and one on one training. Cons Automate keeps expanding and improving that I continue enjoy using it. Reason for choosing Automate RPA We have used Automate for a few years with only a few tasks. Looking at the capabilities, we have upgraded to the latest version to take advantage of it's capabilities and use automation in our business. Review Source Response from Fortra November 17, 2020 Thank you very much for your 5-star review! We are proud to have you as an Automate User and HelpSystems customer! RD Ramesh D. Sr IT Developer Utilities Used the software for: 2+ years ### "Automate the manual repeated steps" July 3, 2020 5.0 Currently we are using cloud and on-premises applications ; in a hybrid world we need to transfer data both ways. This tools covers both secured and un-secured processes seamlessly. File transfer between our remote offices and internal servers are a big plus. Emails for process validation is very vital and helping us for the manual actions if needed. Pros Very user friendly; using it for a long time, never or very little tweaks to the earlier tasks to maintain. Automation makes their product also automatically compatible with the new updates and fixes. What more we can ask. Once the templates are created, they can be used for similar tasks at ease. Cons Very hard to dislike, if you see what I like the best, as most of the software fails because of so many external factors, but this product nailed it. Review Source Response from Fortra November 17, 2020 Thank you very much for your 5-star review! We are proud to have you as an Automate User and HelpSystems customer! CS Colin S. IT Business Analyst Machinery Used the software for: 2+ years ### "Automate and INFOR Visual" October 15, 2020 5.0 Automation of various processes in our INFOR Visual ERP system including generating invoices, running costing utilities, and MRP. Automate is also used to schedule report generation in the ERP system. Pros Easy to program and test. Automate integrates well with INFOR Visual to automate manual keystrokes and mouse clicks to facilitate report generation and printing as well as tasks that are manually labor-intensive. Cons There are some tricky nuances to using Automate to handle error conditions, but once these are understood, the error handling features in Automate make programming around these issues simple. Review Source Response from Fortra November 17, 2020 Thank you very much for your 5-star review! We are proud to have you as an Automate User and HelpSystems customer! CC Chris C. IT Financial Services Used the software for: 1-2 years ### "Very functional and does all the things you are looking for." September 7, 2017 5.0 Cut menial work tasks by hours Pros Does automate task and does many features you did not know that can be automated. Connects to ftp site and automatically transmits files. Uses encryption protocols to encrypt files. There are way too many features to be able to list as a pro. If you do a lot of menial tasks daily, having this will shorten work time tremendously. Cons Program sometimes hangs. Sometimes does not automate processes. If you are new to using, will take some time to get used to. Menus are a little confusing sometimes Review Source KK Keren K. Software Developer Used the software for: 2+ years ### "Managing, writing and testing Windows client operations as part of the automation process." March 12, 2018 4.0 Pros Very good tool for executing GUI and windows based operations, the tool can be completely independent and the code writing skills can be average Cons The tool is very sensitive in terms of background applications and warnings. A major difficulty was also the resolution change which caused failures. Review Source MS Michael S. Programmer Analyst Paper & Forest Products Used the software for: 6-12 months ### "Automate your workflows with Automate" November 5, 2020 5.0 We have been able to automate many tasks since we started using Automate. But there are so many features we still find new ones every day. it helped us especially with legacy file import and conversion tasks. Pros Automate is so feature rich and integrates with so many other applications. I like most that it helped me eliminate some time consuming email tasks. Cons Switching between the different modes in the beginning takes some getting used to. But once you familiarize yourself with the work environment that is no longer an issue. Review Source Response from Fortra November 17, 2020 Thank you very much for your 5-star review! We are proud to have you as an Automate User and HelpSystems customer! MC Mark C. President Used the software for: 1-2 years ### "Overall using Automate with BPA Server has been positive and has helped us automate many processes" December 29, 2017 4.0 Pros The range of actions that can be automated, the pop-up dialogs that allow building tasks without learning or using the scripting language, and the flexible workflow options. Cons It has a somewhat arcane user interface, and the documentation (online), while thorough, is somewhat lacking. There's a dearth of "how-to" examples. Review Source Tranys R. RPA Developer Financial Services Used the software for: I used a free trial ### "Buena herramienta" January 21, 2022 4.0 Solo lo he usado como prueba. Pros La posibilidad de usar funciones predefinidas te da cierta ventaja a la hora de lograr resultados mas rápidos y precisos, una buena herramienta que te permite desarrollar automatizacion en interfaces sin la necesidad de conocimientos avanzados de programación. Cons Un poco compleja cuando se necesitas hacer algoritmos lógicos sobre el proceso, la funcionalidad de código es sobre un lenguaje que aunque es bastante intuitivo no es un lenguaje conocido y se precisan muchas líneas de código para lograr una lógica adecuada. Alternatives considered [Automation Anywhere](https://www.capterra.com/p/124575/Web-Data-Extraction/)[UiPath](https://www.capterra.com/p/135186/UiPath-Robotic-Process-Automation/)[RPA Suite](https://www.capterra.com/p/211208/RPA/) Reason for choosing Automate RPA Relacion precio-calidad Review Source BG Bianca G. System Administrator Used the software for: Less than 6 months ### "Great RMM tool" July 6, 2018 4.0 Pros There are a lot integrations available for this tool, support is great and training and onboarding are available. Cons You need the onboarding process to get this in place, the program is resource intensive. It can look complicated when compared to other RMMtools. Review Source DL Derrick L. Application Consultant Used the software for: Less than 6 months ### "Great day to day automate tool" April 16, 2018 5.0 Pros It has the ability to automate the process that would take all day to run, and its pretty easy to setup. Cons But it has limited functionality for the web app not being able to run the desired process and not have to run the full work flow. Review Source Response from Fortra November 17, 2020 Thank you very much for your 5-star review! We are proud to have you as an Automate User and HelpSystems customer! Similar Products Featured ## Related categories [Workflow Management](https://www.capterra.com/workflow-management-software/)[Robotic Process Automation](https://www.capterra.com/robotic-process-automation-software/)[Data Extraction](https://www.capterra.com/data-extraction-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.