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Pega Robotic Process Automation vs Redwood Software - Finance Automation Edition comparison

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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

Automate
Sponsored
Ranking in Robotic Process Automation (RPA)
5th
Average Rating
8.4
Reviews Sentiment
7.2
Number of Reviews
29
Ranking in other categories
No ranking in other categories
Pega Robotic Process Automa...
Ranking in Robotic Process Automation (RPA)
20th
Average Rating
7.4
Reviews Sentiment
6.5
Number of Reviews
25
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 (7th)
 

Mindshare comparison

As of October 2025, in the Robotic Process Automation (RPA) category, the mindshare of Automate is 2.0%, up from 1.1% compared to the previous year. The mindshare of Pega Robotic Process Automation is 3.4%, up from 2.7% compared to the previous year. The mindshare of Redwood Software - Finance Automation Edition is 0.9%, up from 0.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Robotic Process Automation (RPA) Market Share Distribution
ProductMarket Share (%)
Automate2.0%
Redwood Software - Finance Automation Edition0.9%
Pega Robotic Process Automation3.4%
Other93.7%
Robotic Process Automation (RPA)
 

Featured Reviews

Ibukun Shweta - PeerSpot reviewer
Automation optimizes scheduling, but improvements needed in error reporting and script execution
In my particular use case, for session management, it would be better if I could get a more granular view into connectivity issues to servers. Sometimes, although your flows or tasks are running as scheduled, connecting to the servers can hit a snag without alerts or error logs to check. Some servers might need patching or could be affected by network issues or latency. The workflow sometimes gets stuck without clarity on the errors. An explicit error report would be helpful, especially when the connection fails unexpectedly. It's complex to analyze problems that might arise from firewall issues or other anomalies that could hinder the flow from executing as expected. The depth of these connection challenges would benefit from better debugging capabilities. As for improvements, if Automate wasn't designed primarily for script execution, that's understandable. However, for Linux, I would prefer to see less complexity in workflows to achieve a natural completion of scripts. There are features, such as 'wait for terminal output,' that should more intuitively detect completion based on the shell prompt. Improving those aspects would make Automate more efficient for my needs. Regarding error reporting, I think Automate should offer better error reporting when connecting to servers. Currently, there are many instances where I see empty logs, indicating that, while tasks are scheduled, commands are not executing successfully. This is a significant concern, especially with critical workloads where visibility into errors is essential.
reviewer4848291 - PeerSpot reviewer
Pega Robotic Process Automation (RPA) automates repetitive, rule-based tasks across systems without human intervention. Struggling with flexibility but integrates easily for small-scale automation tas
1. Enhanced Cross-Platform Support Currently optimized for Windows-based applications. Needs better support for web, cloud-native, and non-Windows environments (e.g., Linux, macOS). 2. Simplified Development Experience Pega Robot Studio has a steep learning curve, especially for non-developers. Could benefit from a more intuitive, drag-and-drop interface and prebuilt automation templates. 3. Stronger AI/ML Integration Bots rely heavily on rule-based logic. Native integration with AI/ML models (e.g., for document understanding, sentiment analysis) could make bots smarter and more adaptive. 4. Improved Debugging & Testing Tools Debugging complex automations can be time-consuming. Needs better simulation, logging, and error tracing tools for faster troubleshooting. 5. More Scalable Bot Orchestration While Pega Robot Manager is powerful, managing large bot fleets can become complex. Could improve auto-scaling, load balancing, and dynamic resource allocation. 6. Broader Integration Ecosystem Limited out-of-the-box connectors compared to competitors like UiPath. Expanding the integration library (e.g., for SaaS apps, APIs, databases) would reduce custom development. 7. Licensing Flexibility Licensing can be cost-prohibitive for smaller teams or departments. More modular or usage-based pricing could improve adoption.
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.

Quotes from Members

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

Pros

"The best feature of Automate is its ease of use, which is a major selling point."
"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."
"I would rate the technical support as a nine out of ten because it is quite fast and courteous."
"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."
"This product is quite easy to install, learn, and use, with our new employees being able to start using it in projects for clients after only two weeks of internal training."
"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."
"The licensing of the product is very good. You only need to license it once and then you have it forever."
"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 most valuable features are the loops to lookup tables to read the data."
"The initial setup is pretty easy and quite fast."
"They are leaders in the same industry."
"I am impressed with the tool's recording feature."
"The most valuable aspect for myself was access to the .net framework. If I couldn't figure something out using the objects that they had provided, I could bring in the .net objects and do so using similar logic that I would in a .net or C sharp coding language. Having that familiarity was helpful."
"It helped cut short the release cycle by almost 40% compared to the previous solution.​"
"We have a very large operational team and we are able to avoid mistakes and ensure accuracy and speed using Pega."
"The most valuable feature of Pega Robotic Process Automation is the technique: you can create a user interface that can interact with a human being for attended robots."
"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."
"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."
 

Cons

"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 task, but it would be nice if this were more detailed."
"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."
"I would prefer not having to log in to update a ticket; being able to respond via email would be beneficial."
"Fortra's Automate is not as reliable as I would like it to be."
"I would like the updates to be easier to deploy. Integration with Amazon S3 is somewhat lacking."
"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 currently have three bugs open with them that I don't know if they are addressed in the new release."
"It is still a niche skill and resources are scarce in the market unless big IT companies are involved."
"They have tied the deployment with the Pega BPM product, the robot manager. You need to have the BPM installed."
"You cannot use a two-dimensional array to read the data."
"The orchestration needs to be better."
"In this modern world, in this automation space, if Pega could provide more options that are user-friendly and provide a way to quickly develop an automation solution that is drag-and-drop with a minimal coding approach, then it would be great for automation."
"Pega has a no-code low-code environment. We do everything based on established rules. You kind-of have to learn how all their rules work and how it works for robotics before you can use the solution effectively."
"Pega Robotic Process Automation is a temporary solution to a bigger issue, and the cost of implementation especially with Pega really stops customers from proceeding."
"Pega Robotic Process Automation scalability is too low."
"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."
"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."
 

Pricing and Cost Advice

"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."
"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."
"It comes with a package that costs approximately $20,000 USD per year."
"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."
"I'm only involved in running the product and maintaining the systems, so I can't speak to the cost."
"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 cost is too high."
"​I was not involved in licensing and pricing, but it is worth the cost​."
"Pega is pretty costly."
"In terms of Pega Robotic Process Automation pricing, I would rate it a five out of five because the solution has a good price. Pricing is not very high, though I'm unsure of the exact cost, based on my experience, the price for Pega Robotic Process Automation is less than Blue Prism because I worked with a few clients that have both solutions and my clients prefer Pega Robotic Process Automation over Blue Prism particularly because of the licensing costs."
"Pega is as competitive as the basic players such as UiPath or Automation Anywhere. UiPath is the most expensive, but Pega is at par with Automation Anywhere."
"Pega Robotic Process Automation is an expensive solution."
"I would rate the product's pricing a nine out of ten."
"The licensing was purely based on the number of transactions being processed in production."
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Top Industries

By visitors reading reviews
Financial Services Firm
11%
Computer Software Company
9%
Manufacturing Company
9%
Performing Arts
6%
Financial Services Firm
23%
Computer Software Company
16%
Manufacturing Company
11%
Government
5%
Manufacturing Company
19%
Performing Arts
11%
Financial Services Firm
7%
Recreational Facilities/Services Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise8
Large Enterprise4
By reviewers
Company SizeCount
Small Business5
Midsize Enterprise4
Large Enterprise17
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?
My main use case for Automate is to deliver enterprise-scale script execution jobs, which means we are using Automate...
What is your experience regarding pricing and costs for Fortra Automate?
Until now, I have not specified any other tech products except Microsoft Power Automate, N8N, and Make.com that I've ...
What do you like most about Pega Robotic Process Automation?
The solution's automation handling capability has positively impacted the overall automation process in my experience.
What is your experience regarding pricing and costs for Pega Robotic Process Automation?
I would rate the pricing a six out of ten, with ten being expensive.
What needs improvement with Pega Robotic Process Automation?
1. Enhanced Cross-Platform Support Currently optimized for Windows-based applications. Needs better support for web, ...
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...
 

Also Known As

HelpSystems Automate, Automate
Pega RPA, OpenSpan
Redwood Business Process Automation - Finance Edition, Redwood Robotics, Redwood Finance Automation
 

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
eBay Enterprise, M&I Bank
ArcelorMittal, Alliant Energy, Allianz, Arla, Bacardi, CPS Energy, DSM, Faurecia, Genetech, Jabil, Jumbo,
Find out what your peers are saying about Pega Robotic Process Automation vs. Redwood Software - Finance Automation Edition and other solutions. Updated: September 2025.
868,787 professionals have used our research since 2012.