DocStar

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.

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

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

• Enterprise content management
• Document management software
• Accounts payable automation
• Workflow automation platform
• Intelligent data capture

Headquarters

HQ city

Schenectady

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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.
2. Professional Services: Implementation, training, and consulting services provided to enterprise customers during deployment and onboarding phases.
3. Maintenance & Support: Ongoing support services including SoftCare software assurance, technical support, and maintenance releases bundled with subscriptions.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core 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

Named customers12 records

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability8 records

Feature7 records

Partnerships

Seven partnerships are on record, tiered core and secondary.

• Microsoft (Dynamics 365 Business Central)coreTechnology or IntegrationDocStar 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)coreTechnology or IntegrationDocStar 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 ERPsecondaryTechnology or IntegrationDocStar extends Sage ERP with invoice capture, coding, and approval workflows. Improves visibility and reduces manual handling from receipt to posting.
• EpicorcoreTechnology or IntegrationDocStar 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 SourcesecondaryTechnology or IntegrationDocStar AP Automation works seamlessly with Epicor 1EDI Source to automate EDI invoice capture, validation, and matching for intercompany and B2B vendor transactions.
• DocuSignsecondaryTechnology or IntegrationDocStar ECM eSignature integration embeds legally compliant e-signatures within DocStar workflows, enabling automatic sending, tracking, and storage of signed documents.
• Epicor Prophet 21secondaryTechnology or IntegrationDocStar 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

Direct 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

• LinkedInlinkedin.com/company/docstar
• Xx.com/docstarsoftware

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DocStar