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Fortra Automate review

A Windows-focused RPA platform with attended, unattended, and document automation.

8.2/10Editor score
Fortra Automate8.2 Try Fortra Automate

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Fortra Automate is a no-code robotic process automation platform for IT teams and business users. It provides drag-and-drop workflow design for desktop and browser tasks, with scheduled, event-driven, and on-demand execution. Teams can automate document classification and data extraction, file transfers, API and database connections, and business processes across distributed environments. Its attended and unattended execution options make it suitable for Windows enterprises with both user-triggered and server-run automations.

Pricing is organized into four paid tiers, with custom quotes rather than listed prices. Automate Standard includes Workflow Designer, role-based security, 70+ native actions, 15 native triggers, one Automation Agent, and one Automation Studio. Automate Advanced adds one non-production environment and increases the total to two agents and two studios. Automate Professional raises those totals to five agents and five studios, while Ultimate adds one HA/DR environment plus custom Automation Agents and Automation Studios. A 14-day trial is available, but there is no permanent free plan.

Platform fit is strongest for Windows-based environments that depend on Microsoft, browser, database, cloud, and file-transfer systems. Integrations include Active Directory, Microsoft Exchange, SharePoint, Microsoft Dynamics CRM, Excel, AWS, Windows Azure, VMware, Oracle, MySQL, Chrome, Firefox, Internet Explorer, XML, and JSON. Centralized management covers workflows, users, servers, and agents, while execution logging and error handling support operational oversight. Intelligent Capture adds machine learning and AI for document classification and extraction. Choose Automate when Windows coverage, hybrid deployment, and mixed attended and unattended automation matter; consider an alternative when broader operating-system support is essential.

Fortra Automate pros and cons

  • Where it wins
    • Supports attended and unattended bot execution
    • Combines workflow, browser, document, API, and file automation
    • Provides centralized management, logging, and error handling
  • Where it doesn't
    • Supported operating system is Windows
    • Pricing requires contacting sales
    • The trial lasts 14 days rather than providing a permanent free plan

Fortra Automate fact sheet, pricing and score →

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