DocStar
DocStar is an enterprise content management and business process automation platform serving over 4,000 organizations across manufacturing, distribution, insurance, healthcare, and other industries. It delivers AI-enhanced document capture, AP and HR automation, and native ERP integrations with Epicor, Microsoft Dynamics, Sage, and Oracle.
- Company typePrivate
- Founded1998
- HeadquartersSchenectady, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What DocStar does
DocStar is an enterprise content management (ECM) and business process automation platform operated as a brand within Epicor Software Corporation, founded in 1998 and headquartered in Austin, Texas. The company serves over 4,000 organizations across verticals including manufacturing, distribution, insurance, trucking, utilities, healthcare, banking, food and beverage, retail, and non-profit. Its core platform provides AI-enhanced document capture, metadata-driven search, configurable workflow automation, and compliance controls mapped to HIPAA, GDPR, PCI DSS, FERPA, and SOX requirements.
The platform is modular, anchored by a core DocStar ECM engine with specialized add-on products including Intelligent Data Capture (IDC), AP Automation, HR Automation, Workflow Automation, Content Management, Analytics & Reporting, Security & Compliance, Mobile Accessibility, ECM Forms, eSignature, and PackageWorks. The technology stack combines machine-learning-based intelligent document recognition, OCR, NLP, anomaly detection, and predictive analytics. DocStar integrates natively with Epicor, Microsoft Dynamics 365 Business Central and GP, Sage, and Oracle ERP systems, and supports cloud, on-premises, and hybrid deployments. The latest platform release, DocStar ECM 24.1 (2024), introduced User Defined Tables and a redesigned View UX interface.
DocStar operates a subscription-based recurring revenue model supplemented by professional services (implementation, training, consulting) and ongoing maintenance under the SoftCare software assurance program. The go-to-market blends direct enterprise field sales with a channel partner ecosystem of certified resellers and implementation partners, with quote-based pricing varying by deployment model, document volume, user count, and integration scope. Primary buyer segments are Accounting & Finance (AP automation, vendor management) and HR (onboarding, compliance records), with secondary penetration into distribution, insurance, manufacturing, trucking, and utilities.
DocStar firmographics
Firmographics- Name
- DocStar
- Legal name
- Epicor Software Corporation
- Website
- https://docstar.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- DocStar is an enterprise content management and business process automation platform serving over 4,000 organizations across manufacturing, distribution, insurance, healthcare, and other industries. It delivers AI-enhanced document capture, AP and HR automation, and native ERP integrations with Epicor, Microsoft Dynamics, Sage, and Oracle.
- Ownership category
- akta.pro rank
DocStar industry classification
Industry- Product category
- Enterprise Content Management
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Content Management (ECM) Suites (HDAEAGAB)
- akta.pro secondary industries
- Document Capture, Scanning, OCR/ICR & Intelligent Document Processing (IDP) (HDAEAGAD), iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG), Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)
Keywords
Where DocStar is headquartered
LocationHeadquarters
- HQ city
- Schenectady
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
DocStar business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription: DocStar operates on a subscription-based revenue model, charging customers recurring fees for access to its ECM and automation platform. The company offers both cloud-based (SaaS) and on-premises deployment options with corresponding pricing structures.
- Professional Services: Implementation, training, and consulting services provided to enterprise customers during deployment and onboarding phases.
- Maintenance & Support: Ongoing support services including SoftCare software assurance, technical support, and maintenance releases bundled with subscriptions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise pricing tailored to organization size and requirements |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
DocStar product offering
Product offeringCore offering
DocStar provides an enterprise content management (ECM) and business process automation platform that captures, manages, and routes documents and AP/HR workflows. The platform combines AI-enhanced intelligent data capture, configurable workflow automation, and ERP integration (Epicor, Microsoft Dynamics, Sage, Oracle) with flexible cloud, on-premises, or hybrid deployment for mid-to-large organizations.
Product overview
DocStar is an enterprise content management (ECM) and process automation platform offered by Epicor Software Corporation. The platform operates as a unified system with a core DocStar ECM engine and specialized add-on modules including Intelligent Data Capture (IDC), AP Automation, HR Automation, Workflow Automation, Content Management, Analytics & Reporting, Collaboration & Communication, Security & Compliance, and Mobile Accessibility. DocStar supports flexible deployment (cloud, on-premises, hybrid) and integrates with major ERP systems including Epicor, Microsoft Dynamics (365 Business Central, GP), Sage, and Oracle. The platform serves industries including accounting, distribution, insurance, manufacturing, trucking, utilities, healthcare, government, education, and legal sectors, with over 4,000 organizations worldwide using the system.
Differentiator
Problem solved
Functional benefit
Products and services
- DocStar ECM (Enterprise Content Management) Core enterprise content management platform providing document capture, storage, workflow automation, collaboration, security, and analytics for over 4,000 organizations worldwide.
- DocStar AP Automation End-to-end accounts payable automation covering invoice capture, 2-way/3-way matching, automated approval routing, payment processing, and vendor management with native ERP integration.
- DocStar HR Automation HR automation solution streamlining employee onboarding, document management, compliance tracking, and personnel records management throughout the employee lifecycle.
- DocStar Intelligent Data Capture (IDC) AI-powered data extraction technology using OCR and machine learning to automatically identify and extract key data from invoices, receipts, contracts, and forms, reducing manual data entry by up to 90%.
- DocStar ECM eSignature Legally compliant electronic signature capability embedded within DocStar workflows that enables automatic sending, tracking, and storage of signed documents.
- DocStar SoftCare Software assurance and support service providing updates and expert assistance to maximize system uptime and value, bundled with subscriptions.
Quantifiable outcome
- 40% increase in productivity
- +6 more outcomes
Companies that use DocStar
Customer profileNamed customers12 records
Segments8 records
Ideal customer profiles4 records
DocStar technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability8 records
Feature7 records
DocStar partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and secondary.
- Microsoft (Dynamics 365 Business Central)coreDocStar provides deep integration with Microsoft Dynamics 365 Business Central, offering AP automation with intelligent data capture, two-way/three-way matching, advanced workflow, and seamless posting. The integration is showcased through dedicated demos, deep-dive tours, and specialized fact sheets.
- Microsoft (Dynamics GP)coreDocStar integrates with Microsoft Dynamics GP to automate invoices, approvals, and payments for faster, more accurate AP processing. Includes integration demos and dedicated fact sheets.
- Sage ERPsecondaryDocStar extends Sage ERP with invoice capture, coding, and approval workflows. Improves visibility and reduces manual handling from receipt to posting.
- EpicorcoreDocStar is an Epicor company providing ECM solutions integrated with Epicor ERP systems. Epicor Automation Studio supports connections to over 1,000 applications and databases. Part of Epicor's Strategic Applications portfolio.
- Epicor 1EDI SourcesecondaryDocStar AP Automation works seamlessly with Epicor 1EDI Source to automate EDI invoice capture, validation, and matching for intercompany and B2B vendor transactions.
- DocuSignsecondaryDocStar ECM eSignature integration embeds legally compliant e-signatures within DocStar workflows, enabling automatic sending, tracking, and storage of signed documents.
- Epicor Prophet 21secondaryDocStar PO Acknowledgment for Prophet 21 automates supplier PO acknowledgements, capturing responses, updating order status, and routing exceptions for faster resolution.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
DocStar competitors and assessment
Company assessmentDirect peers
- Laserfiche: Long-standing ECM and document management platform serving mid-market and enterprise customers with capture, workflow, and records management. Closely comparable product set and target buyer to DocStar.
- DocuWare: Cloud and on-premises ECM and document management solution with strong AP automation and ERP integration story. Directly competes with DocStar in mid-market ECM deals, especially with ERP-centric buyers.
- M-Files: Metadata-driven ECM platform with workflow automation, AI-powered information management, and ERP/CRM integrations. Comparable in architecture philosophy and target mid-market/enterprise segments.
- Tungsten Automation (formerly Kofax): Intelligent automation and document capture platform with strong AP invoice automation and ERP integrations. Closely overlaps DocStar's AP Automation and IDC capabilities in enterprise accounts.
Broad incumbents
- Hyland (OnBase): Large enterprise content services platform with deep AP automation, IDP, and ERP integration capabilities. Overlaps substantially with DocStar but operates across a much wider portfolio of industries and use cases.
- OpenText: Global information management leader with extensive ECM, IDP, and content services offerings. Provides overlapping capabilities but at a much broader enterprise scale than DocStar.
- Microsoft (SharePoint & Dynamics 365 Content Services): SharePoint and Microsoft 365 provide baseline document management, while Dynamics 365 offers content services integrated with ERP. Represents both a competitor and a partner ecosystem for DocStar.
Emerging players
- ABBYY: AI-focused OCR and intelligent document processing vendor serving AP automation and document capture use cases. Directly competes with DocStar IDC and AP Automation at the capture/IDP layer.
- Box: Cloud-native content management and collaboration platform with workflow automation. Competes for cloud-first ECM buyers who might otherwise consider DocStar's cloud deployment.
Others
- DocuSign (Intelligent Agreement Management): While primarily e-signature, DocuSign's broader agreement management and CLM platform overlaps with DocStar eSignature and document workflow modules. Partner and partial competitor in document lifecycle deals.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
DocStar social profiles
Digital presenceDocStar compliance and trust
Trust signalCompliance5 records
DocStar financial estimates
Financial estimateRevenue estimate
Valuation estimate
DocStar leadership team
Management profileNumber of profiles
Profiles5 records
DocStar funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DocStar M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DocStar
What does DocStar do?
DocStar provides an enterprise content management (ECM) and business process automation platform that captures, manages, and routes documents and AP/HR workflows. The platform combines AI-enhanced intelligent data capture, configurable workflow automation, and ERP integration (Epicor, Microsoft Dynamics, Sage, Oracle) with flexible cloud, on-premises, or hybrid deployment for mid-to-large organizations.
Is DocStar a public or private company?
DocStar is a private company. It is classified as corporate owned and is currently operating.
When was DocStar founded?
DocStar was founded in 1998. It employs 51 to 100 people.
Where is DocStar based?
DocStar is headquartered in Schenectady, United States, in the North America region.
How does DocStar make money?
Three revenue lines are on record. Software Subscription is the primary driver. The others are professional Services and maintenance & Support.
Who are DocStar's main competitors?
Direct peers on record are Laserfiche, DocuWare, M-Files and Tungsten Automation (formerly Kofax). Broad incumbents are Hyland (OnBase), OpenText and Microsoft (SharePoint & Dynamics 365 Content Services). Emerging players are ABBYY and Box. DocuSign (Intelligent Agreement Management) is listed as an others.
Does DocStar have an API?
No public API is recorded for DocStar.
What industry is DocStar in?
DocStar's product category is Enterprise Content Management. Its primary akta.pro industry code is HDAEAGAB, Enterprise Content Management (ECM) Suites, with a secondary code of HDAEAGAD, Document Capture, Scanning, OCR/ICR & Intelligent Document Processing (IDP). Its NAICS code is 513210 and its SIC code is 7372.