Epicor ECM (DocStar) vs FileHold
document management head-to-head for ERP teams: evidenced capabilities, published pricing, and which ERPs each actually integrates with.
| Starting price | Subscription and perpetual licensing; quote-based | Pay-per-user subscription, with optional/custom add-on features priced separately |
| Deployment | Cloud, On-premise, Hybrid | Cloud, On-premise, Hybrid |
| Company size | Mid-market, Enterprise | SMB, Mid-market, Enterprise |
| Stated ERP integrations | Epicor, Microsoft Dynamics 365, Sage X3, Oracle Fusion Cloud, SAP, Infor | SAP, Oracle Fusion Cloud, Microsoft Dynamics 365, Sage X3, QuickBooks |
| Vendor | Epicor | FileHold Systems |
Our take
Where Epicor ECM (DocStar) leads
- Stronger evidenced coverage on 9 of the 21 capabilities where they differ (led by ai-driven document classification and ai/ml field and table data extraction).
- Stated Epicor, Infor integration the alternative doesn't list.
Where FileHold leads
- Stronger evidenced coverage on 12 of the 21 capabilities where they differ (led by version control & revision history and check-in / check-out locking).
- Stated QuickBooks integration the alternative doesn't list.
Where they differ
The 21 capabilities (of 51 in the document management taxonomy) where the evidence separates them, biggest gaps first. “Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
| Capability | ||
|---|---|---|
| AI-driven document classificationCapture & Ingestion | Core strength AI/ML Intelligent Data Capture auto-classification | Not evidenced |
| AI/ML field and table data extractionCapture & Ingestion | Core strength Field-level extraction that improves with volume | Not evidenced |
| Version control & revision historyRepository & Organization | Not evidenced | Core strength |
| Check-in / check-out lockingRepository & Organization | Not evidenced | Core strength |
| Folder / cabinet hierarchyRepository & Organization | Not evidenced | Core strength Hierarchical library of cabinets, drawers, folders |
| Related document linkingRepository & Organization | Not evidenced | Core strength |
| AP invoice automationWorkflow & Process Automation | Core strength 2/3-way matching, touchless invoice approval, two-way API write-back | Not evidenced |
| Email importCapture & Ingestion | Supported | Not evidenced |
| Electronic formsWorkflow & Process Automation | Supported | Not evidenced |
| Exception handling & escalationWorkflow & Process Automation | Supported Conditional routing and automatic content distribution | Not evidenced |
| Certified records managementRecords Management & Compliance | Not evidenced | Supported Features supporting FDA 21 CFR Part 11 electronic records compliance |
| Secure external sharingCollaboration & Access | Not evidenced | Supported FileHold Courier audited external review via secure email link |
| Desktop sync / mapped accessCollaboration & Access | Not evidenced | Supported Windows desktop client |
| Microsoft 365 integrationCollaboration & Access | Not evidenced | Supported |
| Microsoft Teams integrationCollaboration & Access | Not evidenced | Supported |
| AI-enhanced / semantic searchAI & Content Intelligence | Supported ECM Agent for Prism natural-language queries | Not evidenced |
| Reporting & operational dashboardsPlatform, Reporting & Integrations | Not evidenced | Supported Workflow status reporting |
| Visual / no-code workflow designerWorkflow & Process Automation | Core strength Graphical drag-and-drop workflow designer | Supported |
| Regulatory compliance frameworksRecords Management & Compliance | Not evidenced | Partial 21 CFR Part 11 only; no broader framework list documented |
| Single sign-on / identity federationSecurity & Access Control | Not evidenced | Partial Optional Active Directory integration; no SAML SSO documented |
| Prebuilt ERP connectorsPlatform, Reporting & Integrations | Core strength Native connectors for Epicor Kinetic, Prophet 21, Eclipse | Supported Sage 300, Dynamics GP, QuickBooks integrations |
Both grade identically on the other 30 capabilities — see each product's full profile: Epicor ECM (DocStar), FileHold.
Epicor ECM (DocStar) vs FileHold — FAQs
Is Epicor ECM (DocStar) or FileHold better for ERP integration?
Both state integrations with Microsoft Dynamics 365, Sage X3, Oracle Fusion Cloud, SAP. Epicor ECM (DocStar) additionally lists Epicor, Infor. FileHold additionally lists QuickBooks. Always verify the connector against your ERP version with a reference customer.
Which is cheaper, Epicor ECM (DocStar) or FileHold?
Neither publishes a list price — both quote. Ask each for the all-in first-year cost at your seat count, as one number, and compare those.
Get pricing for both
Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what Epicor ECM (DocStar) and FileHold should each cost you — and whether a third option belongs on your shortlist.