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How FP&A Teams Use DocStar to Make Smarter Financial Decisions
Discover how FP&A teams use DocStar to centralize documents, improve collaboration, and make faster, smarter financial decisions with confidence.
At DocStar, our success begins with purpose. We built a partner-first model not simply to expand our reach, but to create lasting value for customers and communities.
We collaborate with experts who bring deep industry knowledge, strong client relationships, and a commitment to results. Our partners include value-added resellers (VARs), independent software vendors (ISVs), and system integrators (SIs), each a trusted advisor within their market.
Together, we help organizations move faster, work smarter, and streamline how work gets done. Because document automation is not just about digitizing files, it’s about empowering people, simplifying operations, and driving measurable improvement.
Our partners are more than resellers, they’re strategic contributors to every customer engagement. Together, we deliver outcomes that go far beyond implementation.
This level of collaboration allows us to go beyond delivering software. We work with our partners to solve real business challenges and help organizations operate with greater confidence, efficiency, and measurable results.
One of our channel partners, specializing in the distribution sector, identified a common bottleneck among their clients: paper-based supplier workflows that buried AP teams in manual tasks. Invoices piled up, approvals were delayed, and inconsistent documentation created unnecessary risk and friction.
To solve this, the partner deployed DocStar AP Automation alongside a custom-built ERP connector designed to streamline data flow and align with each client’s unique infrastructure.
The results were immediate and measurable:
This was more than a software implementation. It represented a true business transformation. By eliminating the administrative burden, teams were able to focus on higher-value work and prepare for scalable growth. When domain knowledge is paired with the right automation strategy, the result is lasting operational impact.
DocStar’s partner ecosystem spans the Americas, with a strong presence across the U.S. and Canada. Our partners bring localized expertise and on-the-ground support to organizations navigating complex content and compliance requirements.
From municipal governments to mid-market manufacturers, DocStar partners combine proximity, responsiveness, and industry insight to deliver faster implementation and long-term value.
In one example, a partner based in New Hampshire worked with a local municipality to modernize decades of legacy records. The engagement involved digitizing physical documents and deploying a centralized enterprise content management (ECM) system tailored to the organization’s regulatory environment and operational workflows.
The results included:
Solutions built with local insight and real user understanding create lasting impact for the teams they support.
We’re committed to more than just partnerships. We’re building a collaborative ecosystem designed to help solution providers grow, innovate, and lead alongside us.
Our goal is to create an environment where partners can deliver differentiated value, expand their reach, and drive sustainable growth with the full backing of the DocStar team.
Recent investments include:
We’re laying the foundation for partners to scale with confidence, pursue larger opportunities, and deepen customer engagement in every market we serve.
And we’re just getting started.
As the DocStar partner ecosystem grows, so does the opportunity to deliver broader value through strategic cross-sell and integration. Partners aligned with DocStar are uniquely positioned to expand their role within customer environments by offering complementary solutions that extend automation and intelligence across the enterprise.
Through the Epicor Strategic Applications portfolio, partners can deepen their solution stack with technologies that solve connected challenges across finance, operations, and supply chain.
Key offerings include:
These integrations do more than expand capabilities. They unlock larger, longer-term customer engagements, positioning partners to lead with a more strategic, platform-oriented approach.
Whether you’re a current DocStar partner or exploring alignment, this collaborative path forward is a powerful opportunity for shared growth and expanded impact.
Today’s organizations face growing complexity in how they manage documents, maintain compliance, and unlock value from information. Off-the-shelf software isn’t enough. They need strategic partners who understand their environment and can deliver solutions that adapt and scale.
That’s where the DocStar channel ecosystem makes a difference.
Our partners don’t just implement technology. They help organizations modernize core processes, reduce operational risk, and drive measurable improvement. By combining deep industry knowledge with purpose-built automation, DocStar partners turn content management into a competitive edge.
Whether you’re a business looking to automate intelligently or a solution provider ready to expand your portfolio, we’re here to help you move forward with the right tools, expertise, and support.
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