Fortra Automate

What Fortra Automate is

Fortra Automate is a robotic process automation platform sold by Fortra. The company describes it as "no-code" RPA "for everyone from IT to business users," whatever their coding experience, and says you can take automation "from basic tasks to full enterprise-level deployment."

It is built for operations and IT teams that run the same jobs again and again across several systems: file transfers, report builds, account provisioning, claims and invoice handling. Its own pages frame it as the tool for scheduled, unattended work that crosses many systems and has to leave an audit trail.

What you build and how

You build bots, which Automate runs as tasks. The core is no-code development: bots are built through "form-based development" using "600+ automation actions," in a drag-and-drop interface. The home page then names four capabilities it calls "automation superpowers."

The first is UI automation. The step recorder, called the Automate Recorder, builds automation that mimics user interactions such as clicks, field inputs and scrolling, on web browsers and desktop applications alike. That is the route for screens that have no API. The second is native actions: "over 70 out-of-the-box native actions and 700 sub-actions" for common applications, with Microsoft, VMWare, AWS, FTP and database operations named. The third is an API integration kit for connecting to the applications a business runs, "masking the complexities of working with APIs." The fourth, intelligent document processing, is described as making unstructured data more usable across the organization.

The navigation groups common builds into use cases: automated file transfer, automated data extraction, web browser automation, Excel automation, user provisioning and GUI automation.

The home page lists what teams automate by department:

• IT. Password resets, ticket creation and routing, system monitoring, and building and distributing reports.
• Banking. Compliance reporting, account closures and loan bundling.
• Healthcare. Claims processing, patient record transfers, billing and appointment scheduling.
• Accounts payable. Invoice processing, account reconciliation, late payment notifications and auto-generated regulatory reports.
• Human resources. Integration with ADP, Kronos, PeopleSoft and Active Directory for onboarding, offboarding, payroll, report generation and workforce management.
• User provisioning. Creating and managing accounts in Microsoft Active Directory, Exchange, SharePoint and similar applications.

The SharePoint integration page shows how deep one connector goes. Automate's "pre-built SharePoint actions and drag-and-drop interface" cover the management of SharePoint users, sites, libraries, workflows and lists. Named actions include Create Folder, Rename Folder, Delete Folder, Copy File, Download File, Get Files, Check In, Check Out, Discard Check Out, Create List, Update List, Update List Item, Create Group, Update Group, Remove User from Group, Update Role and Delete Role. Views can be created, deployed, deleted, updated and listed. Files can be uploaded, downloaded and checked in or out automatically, with a notification when a file changes. The page points to a 2 minute video tutorial for building a SharePoint workflow.

Two example workflows on that page show the shape of a real build. In the first, a task checks that an email attachment meets certain criteria and feeds its contents into an ERP process. The data is then saved to a SQL database, an Excel report is generated and uploaded to SharePoint, and the report is emailed to a supervisor. In the second, a new employee record in a SQL database triggers a task that creates an Active Directory user, creates a contact in Exchange, adds the user to a SharePoint group and emails an IT administrator. SharePoint, Excel and PowerShell sit side by side in the same workflow.

Bots can be deployed as attended or unattended. The company's comparison page calls Automate "on-premises by design, with enterprise scheduling, governance, and integration included in every license," and says Automate customers control when updates apply, backed by "20+ years of backwards-compatible updates." The site also lists an Automation Connector Hub and an Automate Academy among its resources.

What the pages say about cost, proof and fit

Pricing is by quote. The home page promises "simple pricing," saying you can "deploy bots as attended or unattended with no hidden costs to scale," and the site offers Get Pricing and Get a Quote prompts, a phone line and an email contact. The comparison page says every license includes enterprise scheduling, governance and integration. Before buying, a team can try the software: the SharePoint integration page says "Try it free for 30 days" next to a Start a Free Trial button, and the site also offers a recorded demo and a scheduled live demo.

For proof, the home page quotes two reviews from G2. An RPA engineer, Jason C., writes that you can "build complex RPA tasks without having to have coding experience," from simple email processing to interactive tasks across several legacy applications, "saving us hours per day." William C. calls it "incredibly versatile and easy to use."

The comparison page includes a customer story. PSCU, a financial services firm that supports more than 1,300 credit unions and financial institutions, had an operations team spending hours each day monitoring client websites, moving files between Unix, Windows and Novell servers, running batch jobs and executing database queries. The page says Automate now runs those as scheduled, auditable workflows inside PSCU's own infrastructure, including PGP-encrypted file transfers, and returns more than 400 hours a month to the team. The page is written by Fortra, so read it as the vendor's account. It is credited to EJ Stanley, a Fortra senior manager of support services with 15+ years in automation development, and marked as last reviewed in July 2026.

Support and learning run through the Automate Academy, the Automation Connector Hub, a Request Support route and a blog, and the site is published in English and Spanish.

Who it suits and who it does not

Automate suits an IT or enterprise team that wants one governed platform for scheduled work across Windows servers, databases, file transfer, Active Directory, Exchange and SharePoint, and that also needs to automate screens with no API. A bank, healthcare operator or accounts payable team with a backlog of repeatable back-office jobs matches the examples the company itself uses. A team with a few builders and a long list of integrations benefits from the 70+ native actions more than from a blank canvas.

It is a heavier choice than most tools in this directory. Pricing comes through a quote, and there is no free plan beyond the 30-day trial, so a solo founder who wants a permanent free tier will look elsewhere in this directory. A team whose work stays inside a single office suite may need less than a full RPA platform. And because the design is on-premises, someone has to host and maintain the software.