Don't just move files, transform them.

Need a dependable FTP and SFTP client without the bulk of a full MFT platform? Automate provides a straightforward solution that moves files and data while handling the simple before and after steps—renaming, zip, encrypt, notify, and more.

Transform your most tedious file transfer processes with end-to-end automation that gives your productivity a boost and delivers value fast.

Pulling Files from a Secure FTP (SFTP) Site

Automate bots automatically log into the SFTP site, cycle through the dataset, and pull the data down to the download folders. Then once in the folder, the files can be automatically manipulated.

Uploading Files to a Secure FTP (SFTP) Site

Files can be automatically dropped into a specific folder. Automate bots transfer and manipulate files to add the date stamp in front of the file name and then upload it to an SFTP site.

How File Transfer Automation Works with Automate

Automate’s intuitive design provides pre-built actions for commonly used FTP operations—and more—so you can jump right in and start automating. These include support for big data manipulation, complicated file names, error handling, and secure transfers.

Automate consolidates your applications to prevent application sprawl and gives you more added functions for using your data than a designated ETL or EDI tool.

You have data moving constantly both internally and externally—save time by managing data internally at the database and application level. With Automate, you can:

Read, edit, and scan PDFs and images to extract data
Encrypt and compress files to prepare for an EDI transfer
Transfer files and move data between systems

Let Automate handle data processes end-to-end without writing code.

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"Automation is at the core of my job. We move thousands of a files a day and the way that automation integrates with other software such as the Office Suite, SQL, SFTP, etc., it's allowed us to create workflows for all our needs.

Best part of Automate is definitely their quick support. They've been consistent at helping me resolve any infrastructure issues I've encountered as well as following up about my open tickets."
- Alex S. Automation and Monitoring Manager via G2

Automated File Transfer Capabilities

SFTP (or Secure FTP) Automation

Automate's internal FTP engine is compatible with all FTP connection methods, particularly security-based connections. This includes both explicit and implicit FTPS (FTP Secure or FTP-SSL) that adds support for the Transport Layer Security (TLS) and the Secure Sockets Layer (SSL) cryptographic protocols. Certificate authenticity is supported for those servers that require clients to authenticate themselves using a certificate. SFTP (Or Secure FTP), which uses Secure Shell (SSH) protocol is also supported.

FTP Automation

Automate’s automated file transfer solution supports a variety of protocols, including AS2, used by many financial services firms, and FTP. FTP is the industry standard for securely transmitting data, but as a business grows, it becomes increasingly difficult to manage the volume of FTP activity.

Let Automate do the work for you. Using Automate’s intuitive graphical interface, all processes related to FTP automation can be configured to any company network. One financial services firm found that using Automate to eliminate manual file transfers saved the IS department 36 hours per month, while a health care organization saved five to 10 hours per week.

FTP automation also allows you to schedule some transfers during the low-traffic evening hours, eliminates delays between transfers and subsequent file processing tasks, and cuts back on the risk of human error—all without requiring you to write any code.

ETL and EDI Synchronization

Your data is the cornerstone of your business: you use current data as the basis for new business decisions and to inform customers and stakeholders of change. You rely on Extract, Transform, Load (ETL) tools to sync your databases and clean up your data, and you rely on Electronic Data Interchange (EDI) processes to transfer secure data to patients, customers, insurance companies, or other business entities.

Though your data is central to your business decisions, it’s not an isolated entity. With Automate, you can combine your data transfer with related solutions to get the most out of your data across the enterprise. Automate combines the power of ETL and EDI to keep data synchronized across internal systems and securely deliver data to external partners and customers.

Supported File Transfer Protocols