Robotic Desktop Automation Tool

Boost Individual Productivity with Small-Scale Robotic Desktop Automation

Stop wasting valuable time on repetitive tasks—turn to robotic process automation software

HelpSystems' Automate is now Fortra's Automate

Boost your productivity with cost-effective, easy-to-use automation software that transforms virtually any business or IT process and brings together the applications that keep your business running.

Automate offers scalable automation capabilities whether you need an RPA solution for one department or an enterprise-wide Center of Excellence (CoE) initiative—Automate is built for the needs of any organization.

API Integration Kit

• Our powerful API integration kit makes it easy to connect to the applications that keep your business running
• Automate masks the complexities of working with APIs—like authentication and token management—through a form-based, no-code methodology so anyone can build robust automation
• Our visual reorientation of JSON outputs makes it easy for non-technical users to work with data files
• Power users can bring their own functionality to Automate with the ability to create custom native actions for virtually any application, platform, or service with an SDK

UI Automation

• Automate’s best-in-class step recorder makes it simple to build automation that mimics user interactions, like clicks, field inputs, and scrolling, on web browsers and desktop applications
• Start, stop, replay, edit, and update recordings as often as you need to tailor your automation
• Get the right balance of flexibility and power for creating complex, real-world recordings—like inserting non-UI actions and programming logic

Native Actions

• Automate features over 70 out-of-the-box native actions and 700 sub-actions to common applications like Microsoft, VMWare, AWS, FTP, database operations, and more
• Our drag-and-drop building blocks allow you to create tasks and processes without code so you can quickly get up and running with automation
• Easily interact with your various systems and applications to increase their overall value.  

Intelligent Document Processing

• Automate’s intelligent document processing capabilities enhance automation and make unstructured data more useable across your organization
• Machine learning and artificial intelligence takes the pain out of data extraction, classification, and analysis
• Automate captures documents as they arrive, extracts relevant data fields, and updates systems automatically
• There’s no template building—the system gets smarter and more efficient over time

IT

Automate common requests like password resets. Streamline ticket creation and routing, monitor systems, and build, manage, and distribute reports.

Banking

Automate complicated, time-consuming processes at your financial institution like compliance reporting, account closures, and loan bundling.

Healthcare

Bring together disparate systems to automate high-volume processes like claims processing, patient record transfers, billing, and appointment scheduling.

Accounts Payable (AP)

Transform AP processes with automated invoice processing, account reconciliation, late payment notifications, and auto-generated regulatory reports.

Human Resources (HR)

Integrate with ADP, Kronos, PeopleSoft, Active Directory, and more, to automate processes like on and offboarding, payroll, report generation, and workforce management.

User Provisioning

Easily provision users on various applications like Microsoft Active Directory, Exchange, SharePoint, and more, to streamline the creation and management of user accounts.

What Makes Automate Different?