Fortra Automate Enterprise

Scale automation across your organization with less complexity and faster ROI.

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Key Takeaways

  • Scale automation across the organization: Fortra Automate Enterprise helps teams centrally manage robotic process automation across departments, systems, and environments.
  • Build workflows without coding: No-code workflow design makes it easier to create reliable automations without heavy developer involvement.
  • Run automations across distributed environments: Distributed bot execution helps teams automate processes across multiple systems while maintaining centralized control.
  • Improve productivity and reduce manual work: Enterprise automation helps teams eliminate repetitive tasks, reduce delays, and keep critical processes moving.
  • Strengthen governance and ROI: Enterprise-grade management features support faster implementation, stronger oversight, auditing, and quicker return on automation investments.

Scale Enterprise Automation Without Rebuilding

Fortra Automate Enterprise plans are built to scale with your business needs. Start with the right mix of agents, environments, and support for your current automation program, then expand as more teams, workflows, and departments come online. As your robotic process automation program grows, you can add execution capacity, development access, testing environments, and dedicated guidance without rebuilding your automation foundation.

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Compare 
Plans

Core

Best for: One team automating their workflows across everyday systems and databases, with security controls built in.

Foundation Plan

Connect

Best for: Automations across multiple teams that need broader platform access and stronger operating controls.

Everything in Core, Plus 

Scale

Best for: Organization-wide automation requiring higher capacity, continuity, and formal governance and auditing.

Everything in Connect, Plus 
Platform Capabilities Capabilities added as operational needs increase. 
  • Workflow Designer
  • Automate Recorder
  • Role-Based Security
  • Multi-Factor Authentication
  • Operational API: trigger, run, monitor
  • Revision Management
  • Audit Tracking
Prebuilt Connectors Plug-in to the apps and AI tools that power your business 
  • Quickbooks
  • Gemini
  • Claude
  • ChatGPT
  • HubSpot
  • Jira
  • ServiceNow
  • Salesforce
Capacity Deployment environments and execution capacity 

Production

2 agents

Production

+ 1 non-production

3 agents

Production

+ 1 non-production

+ 1 HA/DR

5 agents

Support & Services Automation guidance and services 

Standard Service 

Standard Support

Ticket via Automate Support Portal

Automate Care

Dedicated Technical Account Manager

Monthly Professional Services Advisory Session

Upgrade Assurance 

Annual Automate Upgrade Included

Core Actions

Broad automation catalog to automate your business processes.

70+ included with every plan

  • Excel
  • FTP
  • Active Directory
  • Amazon S3
  • Dynamics 365
  • SharePoint
  • PowerShell
Full Core Actions list

70+ Core Actions included in Core, Connect, and Scale

Data & Documents
  • Array
  • Dataset
  • Excel
  • Image
  • JSON Object
  • OCR
  • OpenDocument Spreadsheet
  • PDF
  • Text
  • XML
Files & Content
  • Compression
  • File System
  • FTP
Business Systems
  • Active Directory
  • Dynamics 365
  • Dynamics CRM
  • Email
  • Exchange
  • SharePoint
Cloud & Infrastructure
  • Amazon DynamoDB
  • Amazon EC2
  • Amazon RDS
  • Amazon S3
  • Amazon SES
  • Amazon SimpleDB
  • Amazon SQS
  • Azure Storage
  • VMware Guest
  • VMware Host
Web & APIs
  • AS2
  • HTTP
  • Web Browser
  • Web Browser (Legacy)
  • Web Service
Desktop & UI Automation
  • Clipboard
  • Dialog
  • Input
  • Interactivity
  • Window
Workflow & Control
  • Automate Schedule
  • If
  • Label
  • Loop
  • Select
  • Task
  • Timer
  • Type
  • Variable
  • Wait
System, Security & Scripting
  • BASIC Script
  • Computer
  • Cryptography
  • Database
  • DDE
  • DLL
  • Environment Variables
  • Event Log
  • Machine Learning
  • MSMQ
  • Multimedia
  • Network
  • PowerShell
  • Printer
  • Processes
  • Registry
  • Run
  • Security
  • Services
  • SNMP
  • Speech
  • Terminal
  • WMI

Custom Actions

Custom automation beyond the included catalog.

Custom Action framework included with every plan

Build your own actions to support new applications as your business needs evolve.

Studio Access

A visual workspace for building and maintaining automations.

Unlimited Studios included with every plan

Equip your whole team to turn repetitive work into practical automations that improve efficiency across the business.

Fortra Automate Enterprise Delivers Fast ROI

See how organizations use Automate Enterprise to turn enterprise automation from isolated task automation into measurable business outcomes. With scalable enterprise automation software, teams can reclaim hours, deploy workflows across departments, reduce manual errors, and build a foundation for repeatable robotic process automation.

Carter Bank
5 Employees Refocused Strategically
PSCU
400+ Hours Saved Monthly
Summit Credit Union
6 Weeks to Production

RPA Software That’s Easy to Build, Manage, and Scale

Fortra Automate Enterprise is RPA software built to manage complex workflows across teams, systems, and environments. Use enterprise automation software to design, schedule, monitor, and secure automations from one centralized platform while giving teams the flexibility to automate desktop, web, data, IT tasks, and other business processes.

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Centralized Management

Manage all workflows, agents, schedules, and users from a single Server Management Console across your distributed network.

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Workflow Designer

Visual drag-and-drop builder with conditional logic, error handling, and reusable components for even the most complex processes.

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Distributed Execution

Deploy attended or unattended automations across multiple machines with concurrent execution and no restrictions on how tasks run.

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Enterprise Security and Auditing

Role-based access down to the workflow level, secure credentials, encrypted variables, and complete process audit logs.

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Automate Recorder

Empowers UI-driven automation without writing a single line of code, and provides the right balance of flexibility and power for real-world, complex recordings for desktop and browser-based applications.

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Revision and Recycle Bin

Version control allows you to compare version differences, restore previous versions, and recover deleted objects from the recycle bin.

Reduce Manual Work Across the Enterprise

From finance and operations to IT and compliance, Fortra Automate Enterprise helps organizations automate the processes that keep the business moving. Use enterprise automation to connect applications, process high-volume data, reduce manual handoffs, and standardize work across regulated, distributed, or fast-growing environments.

Human Resources
Cross-System Integrations
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High-Volume Data Processing
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Data Extraction & Manipulation
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IT Operations Automation
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Regulatory Compliance
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Excel Automation
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Human Resources Automation
Customer Support
Call Center Automation
Account Payable
Accounts Payable Automation

Product Specs for Automate Enterprise

Key Features

  • Drag-and-drop task development
  • Event-based triggers and conditions
  • Database connectivity
  • Event and task execution logging
  • Error condition handling and recovery
  • Multi-machine execution
  • Simulated-user application interaction
  • Machine learning capabilities
  • Credential management
  • And more

Watch an On-Demand Demo of Automate

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Check out a few short demos to see some sample tasks and get an idea of what Automate can accomplish.

Frequently Asked Questions

Enterprise automation is a solution for automating entire business processes and workflows across an organization. Even if a process spans multiple departments, enterprise automation tools provide flexibility and scalability to streamline even the most complex workflows.

Enterprise automation software—like RPA from Fortra’s Automate—scales beyond the desktop to empower both IT and business users across your organization to automate their most tedious, repetitive tasks. To enable automation across every department and function of a business, look for no-code features that democratize automation for citizen developers, so everyone can benefit regardless of coding experience. 

Enterprise automation tools help businesses across every industry automate processes across their organizations. Here are a few examples:

  1. Healthcare - Hospitals and other healthcare facilities run on the various medical, coding, financial, and claims data streaming through their organizations. Sorting through this and entering it into the many disparate applications costs staff many resource hours per day. Enterprise automation tools automate high-volume processes like claims processing, patient record transfers, billing, and appointment scheduling, saving time and decreasing errors.  Learn More >
  2. Retail - Providing top-notch customer service is the highest priority for retailers. Enterprise automation tools keep processes running smoothly so the focus stays on the customer—from processing orders, cancellations, returns, and more.  Learn More >
  3. Banking - Banks and credit unions must constantly juggle high-volume processes while staying compliant to ensure nothing interrupts their clients’ financial wellbeing. Enterprise automation tools can tackle the many pieces of mortgage processing to decrease the time from application to close. And enterprise automation can accurately and securely keep data flowing between the many core banking applications they employ. Learn More >
  4. Utilities - Eliminating downtime is critical when providing key infrastructure like energy—and business is usually conducted across multiple sites. With enterprise automation tools, consolidate data, management, and operational reporting to support ERP systems, billing, and other key applications across departments and geographies. Learn More > 

Enterprise automation tools unlock the following benefits:

  • Scalability
    Build automation that scales across people, departments, and your enterprise, that grows as your grow. All while maintaining best practices and standard operating procedures that eliminate the challenges of IT bloat.
  • Flexibility
    Use the right tools for the right processes to leverage your tech stack in the most strategic way, enabling your team to build automation based on each process’s unique needs and strategic goals.
  • Productivity
    Streamlining repetitive, manual processes with enterprise automation tools boosts the productivity of your human workforce to give them more time to focus on more strategic projects. With an enterprise approach, each process is optimized to run for peak efficiency.
  • Speed
    Enterprise automation tools speed up your automation rate so that when you automate one process, it speeds up another process. Not only can you speed up the time to complete tasks, but easily accelerate the growth of automation. 

Try Automate Enterprise

Start building scalable automations and see how quickly your team can reduce manual work.

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