PROXESS

What PROXESS does

PROXESS, a brand of the privately held German software company conrizon AG headquartered in Rietheim-Weilheim, provides document management and digital archiving solutions for the German Mittelstand. Its portfolio centers on PROXESS DMS, a TÜV-certified, GoBD-compliant document management system available as on-premises, cloud, or hybrid deployments, extended by modular add-ons for incoming invoice processing (PROXESS Invoice), digital contract management (PROXESS Contract), workflow automation (PROXESS Workflow and PROXESS ToDo), and email archiving (PROXESS E-Mail-Archivierung). The company also retains the legacy HABEL DMS brand with over 35 years of DMS heritage. AI capabilities — including hybrid rule-based and semantic document classification, AI-powered invoice recognition, an AI contract assistant with chat-based research, and multilingual translation — are layered on top of the core DMS, with the underlying LLM hosted in PROXESS's own Azure environment in European data centers.

The platform is differentiated by deep, certified integrations with 40+ ERP, financial accounting, CRM, and e-signature systems including SAP, Microsoft Dynamics 365 Business Central, abas, enventa, Infor, SHD ECORO, DATEV, DocuSign, FP Sign, and Adobe Sign, which embed PROXESS into customers' core transaction systems. The product has been deployed at over 2,600 customers ranging from small Mittelstand firms to multi-site corporations, with reference customers across furniture retail, manufacturing, travel services, IT services, optics/medical technology, packaging, and leasing.

PROXESS generates revenue through three streams: software licensing (on-premises, cloud/SaaS, or hybrid), recurring managed services (managed hosting, operations, and support from an ISO 27001 certified Frankfurt data center with optional Switzerland and USA locations), and professional services for implementation, integration, and consulting. Pricing is quote-based and not publicly disclosed. Distribution is primarily direct sales supplemented by a partner/reseller channel and supported by content marketing, whitepapers, webinars, newsletters, and a freely accessible demo system, with sales-led consultative engagement targeting the German-speaking SMB and mid-market segment.

Name

PROXESS

Legal name

conrizon AG

Website

https://proxess.de

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

101–250 employees

Short description

PROXESS, a brand of conrizon AG, provides TÜV-certified document management and digital archiving software — including invoice, contract, workflow, and email modules — to the German Mittelstand via 40+ ERP integrations and on-premises, cloud, or hybrid deployments.

Ownership category

akta.pro rank

Product category

Document Management Software

NAICS

Software Publishers (5132), Computer Systems Design and Related Services (5415)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Document Management Systems (DMS) (HDAEAGAA)

akta.pro secondary industries

Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD), Intelligent Document Processing (IDP) & OCR Automation (HDAEAHAC), E-Signature & Digital Transaction Management (DTM) (HDAEAGAF)

Keywords

• Document management system
• Digital archiving
• Invoice processing
• Contract management
• Workflow automation

Headquarters

HQ city

Rietheim-weilheim

HQ country

Germany

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Licenses (DMS, Invoice, Contract, Workflow): PROXESS generates revenue from licensing its document management software products including PROXESS DMS, PROXESS Invoice, PROXESS Contract, PROXESS Workflow, PROXESS E-Mail-Archivierung, PROXESS ToDo, and HABEL DMS. Offered as on-premises, cloud (SaaS), or hybrid deployment models.
2. Managed Services: PROXESS Managed Services provide managed hosting, operations, monitoring, and support for PROXESS software solutions. Includes PROXESS Managed Application Hosting (cloud platform) and PROXESS Managed Application (on-premises operations). Revenue from managed service contracts with flexible, scalable pricing.
3. Professional Services: Implementation, consulting, and support services for DMS deployment and integration with ERP, FiBu, and CRM systems. Includes project planning, system integration, and configuration services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

PROXESS provides a modular document management system (DMS) suite for businesses, anchored by the PROXESS DMS core platform for audit-compliant (GoBD) archiving and extended by specialized modules for digital incoming invoice processing (PROXESS Invoice), digital contract lifecycle management (PROXESS Contract), workflow automation (PROXESS Workflow), ad-hoc task workflows (PROXESS ToDo), and compliant email archiving (PROXESS E-Mail-Archivierung). Solutions are deployed on-premises, in the cloud (SaaS), or in hybrid configurations, with deep integrations to 40+ ERP, FiBu, CRM, and e-signature systems and AI-powered document recognition capabilities. The portfolio also includes HABEL DMS as a long-established on-premises sub-brand with over 35 years of DMS experience.

Product overview

PROXESS is a modular document management system (DMS) portfolio offered by conrizon AG, providing solutions for audit-compliant archiving, invoice processing, contract management, and workflow automation. The core platform is PROXESS DMS, which serves as the central archive for documents. This core is extended by specialized modules: PROXESS Invoice handles incoming invoice processing with AI capabilities, PROXESS Contract manages the complete contract lifecycle with digital signatures and optional AI features, and PROXESS Workflow enables complex business process automation. PROXESS ToDo provides lightweight task workflows integrated into the DMS interface, while PROXESS E-Mail-Archivierung handles email preservation. The portfolio also includes HABEL DMS as a sub-brand focused on on-premises deployments. All solutions share common integrations with ERP, FIBU, and CRM systems and can be deployed on-premises, in the cloud (SaaS), or in hybrid configurations.

Differentiator

Problem solved

Functional benefit

Brands

• PROXESS DMS: Core document management system for audit-compliant archiving with TÜV certification
• PROXESS Invoice
• PROXESS Contract
• PROXESS Workflow
• PROXESS E-Mailarchivierung
• PROXESS ToDo
• HABEL DMS

Products and services

• PROXESS DMS TÜV-certified document management system for mid-sized companies that archives business documents in a legally compliant (GoBD) and audit-proof manner. Supports on-premises, cloud (SaaS), and hybrid deployment with a modern Web Client for search and editing, and acts as the central archive for the wider PROXESS module suite.
• PROXESS Invoice Digital incoming invoice processing solution that automates the entire invoice workflow from capture through verification, approval, and audit-compliant archiving. Features AI-supported document classification, automatic extraction of invoice numbers/amounts/tax rates, and AI booking suggestions.
• PROXESS Contract Digital contract management software covering the complete contract lifecycle from creation through approval to archiving. Features intuitive interface, automated workflows, eIDAS-compliant e-signatures (DocuSign, FP Sign, Adobe Sign), deadline monitoring, and optional AI integration for contract analysis, multilingual translation, and chat-based contract research.
• PROXESS Workflow

Quantifiable outcome

• 60-70% of incoming invoices can be automatically processed via text recognition
• +2 more outcomes

Named customers15 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration27 records

AI capability8 records

Feature13 records

Partnerships

15 partnerships are on record, tiered core.

• abas ERPcoreTechnology or IntegrationDeep OEM integration where PROXESS DMS is available as 'abas DMS' product in the familiar abas design. Standard implementation includes pre-configured document types for procurement, sales, accounting, manufacturing, and master data. Complete and fast introduction of digital documents ensured.
• Microsoft D365 Business CentralcoreTechnology or IntegrationPROXESS solutions integrate seamlessly into existing MS Dynamics 365 Business Central environment. ERP documents are automatically archived during business transaction processing.
• SAP ERPcoreTechnology or IntegrationCertified SAP integration for document management. ERP documents automatically archived with SAP FI integration for financial accounting.
• enventa Group (enventa Trade ERP)coreTechnology or IntegrationComprehensive integration combining enventa Trade ERP with PROXESS DMS into a powerful package of inventory management, workflow, and electronic archiving. All documents archived audit-compliant.
• Infor (Infor M3, Infor ERP LN)coreTechnology or IntegrationIntegration with Infor M3 and Infor ERP LN systems. Certified interface by conducting GmbH. Supports ZUGFeRD and XRechnung formats.
• SHD-Gruppe (SHD ECORO, MHS)coreTechnology or IntegrationDeep integration for furniture industry. ERP systems MHS and SHD ECORO organize and optimize business processes specifically for furniture retail. Complete automatic archiving from purchase contract through delivery to invoicing.
• Clasen Datensysteme (WinMAX)coreTechnology or IntegrationIntegration with WinMAX furniture trade software. Documents from WinMAX archived digitally and audit-compliant. Digital signatures on purchase contracts automatically placed and archived.
• GEWATECcoreTechnology or IntegrationIntegration with GEWATEC for document management. Documents from GEWATEC (articles, work plans, quotes, invoices) automatically and audit-compliant archived. Search and display within GEWATEC interface.
• Infoniqa (Infoniqa ONE 200)coreTechnology or IntegrationIntegration with Infoniqa ONE 200 ERP system.
• MÖBELPILOTcoreTechnology or IntegrationIntegration with MÖBELPILOT furniture industry software.
• conducting GmbHcoreImplementation/ SI/ Consulting PartnerIndependent systems house specializing in connecting ERP and DMS systems. Certified the PROXESS interface and integration with Infor/Varial. Conducted system certification in 2020.
• DATEVcoreTechnology or IntegrationIntegration with DATEV accounting software for FiBu document management.
• DocuSigncoreTechnology or IntegrationDigital signature integration with DocuSign for eIDAS-compliant digital signatures in PROXESS Contract.
• FP SigncoreTechnology or IntegrationDigital signature integration with FP Sign for legally compliant digital signatures in PROXESS Contract.
• Adobe SigncoreTechnology or IntegrationDigital signature integration with Adobe Sign for legally compliant digital signatures in PROXESS Contract.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• M-Files: M-Files is a metadata-driven cloud DMS that competes in mid-market document management and workflow. While less DACH-concentrated, it overlaps with PROXESS on AI-driven document automation and ERP-integrated archiving.
• DocuWare: DocuWare is one of the largest DMS/ECM vendors in the German-speaking mid-market and offers document management, workflow, and cloud services comparable to PROXESS DMS, PROXESS Invoice, and PROXESS Workflow. It is the most direct scale competitor in the DACH Mittelstand.
• d.velop: d.velop is a German DMS/ECM vendor focused on digital administration, signature, and workflow in the Mittelstand. It competes head-to-head with PROXESS on cloud/SaaS DMS, electronic signatures, and ERP-integrated archiving.
• ELO Digital Office: ELO provides ECM, DMS, and digital workflow solutions to the German mid-market and enterprise. Its product portfolio and target segment overlap closely with PROXESS, including invoice processing and contract management extensions.
• Laserfiche: Laserfiche provides document management, workflow automation, and records management, with growing DACH presence. Its modular structure (DMS plus process automation, forms, AI) closely mirrors PROXESS's modular go-to-market.
• SERgroup (Doxis): SER operates the Doxis platform for ECM, content services, and workflow automation, with strong presence in German-speaking markets. Its iECM stack targets similar use cases—archiving, invoice processing, contract lifecycle—that PROXESS addresses.

Regional players

• iManage: iManage is a leading document and email management platform for professional services and legal markets. While it focuses on legal/professional services rather than PROXESS's broader mid-market, it represents a viable alternative for German law firms and consultancies evaluating contract/document platforms.

Broad incumbents

• OpenText: OpenText is a global ECM/content services leader (Documentum, Extended ECM). It addresses larger enterprises but its DACH footprint and product breadth make it a relevant incumbent benchmark for PROXESS at the upper end of the mid-market.
• Hyland (OnBase / Alfresco): Hyland offers OnBase and Alfresco platforms for content services, workflow, and case management. As a broader incumbent with ECM heritage, it competes for the same buyer personas as PROXESS in regulated and process-heavy environments.
• DocuSign (CLM via Summize):

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/proxess.de
• LinkedInlinkedin.com/company/proxess-de

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

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 PROXESS