# Doxis — Document Management (DMS)

Doxis by Doxis GmbH holds a panel rating of 3/5 from 6 AI judges (category median 2/5), as of 2026-10-15. Provenance: EU-Made; sovereignty: not determined.

- Vendor: Doxis GmbH (https://www.doxis.com)
- Category: [Document Management (DMS)](https://whats-best.ai/software/document-management.md)
- Provenance (editorial classification): EU-Made
- Canonical page: https://whats-best.ai/software/document-management/doxis
- Alternatives: https://whats-best.ai/software/document-management/doxis/alternatives ([markdown](https://whats-best.ai/software/document-management/doxis/alternatives.md))
- Data as of: 2026-10-20 · evaluated 2026-10-15 · oldest source captured 2026-10-13

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Doxis GmbH
- Headquarters: Not stated on the vendor’s pages as of 13 Oct 2026
- Data hosting: Not stated on the vendor’s pages as of 13 Oct 2026
- Free plan: Not stated on the vendor’s pages as of 13 Oct 2026

## The panel's verdict

Doxis is an enterprise document management platform from Doxis GmbH of Bonn — strongest at document intake, weakest at sovereignty. Capture and indexing cluster at 8, on classification of 50+ document types, OCR extracting 150+ fields with configurable confidence and human review, and duplicate and fraud detection; document workflows land at 7 on purchase-to-pay running natively in SAP over certified ArchiveLink, CMIS and RFC interfaces without middleware. Versioning and permissions score 3 to 4: access control appears as named features, with no public information on version restore, single sign-on or audit-trail retention. Sovereignty spreads 2 to 3 — a Bonn legal entity and GDPR data subject rights are published, but data residency, subprocessors and the owner behind the private-equity-held vendor are unknown, as is where the AI processing runs. Audit-proof archiving spreads 4 to 6: most credit the published GoBD and IDW PS 880 certification pages, while the tax auditor found no public information on the report's auditor, scope or date. Search and portability scores run 5 to 6, strong on permission-enforced, source-linked answers, thin on exit. No prices are published.

**Speaks for it:**
- Capture and indexing scores cluster at 8, on AI classification of 50+ document types, OCR extraction of 150+ data fields, and duplicate and fraud detection before data enters processes
- Purchase-to-pay modules run natively in SAP over certified ArchiveLink, CMIS and RFC interfaces without middleware, from requisition through invoice posting
- Event-condition-action automation and a library of pre-configured, easily modified workflow apps work without programming
- Search combines keyword, full-text, metadata, vector and natural-language modes, with permissions enforced on every query and AI answers linked to the original documents
- Dedicated certification pages for GoBD and IDW PS 880 are published, stating that certification demonstrates to auditors of annual financial statements that the systems are suited to the purpose

**Held against it:**
- Sovereignty scores run 2 to 3, with data residency, subprocessors and ownership all recorded as unknown
- No public information on where the AI processing runs or which model provider reads document content during capture and AI search
- We found no public information on version restore, check-in and check-out, single sign-on, or what the audit trail records and how long it is retained
- The exit is undocumented: no public information on a complete export of documents with versions and audit trail, or on a post-termination retrieval window
- We found no public information on the certification's issuing auditor, scope or date, or on WORM storage, legal hold or a tax-audit export

**Best for:**
- You run SAP and want purchase-to-pay document automation that posts natively over certified interfaces without middleware
- You process large invoice volumes and need trainable classification, extraction with confidence thresholds and human review, and ZUGFeRD, XRechnung or Peppol UBL support at intake
- You need enterprise search across repositories with permissions enforced on every query and AI answers linked to source documents

**Avoid if:**
- You must establish where documents are stored, who the subprocessors are and where AI processing runs before signing
- You need the archiving certification substantiated — issuing auditor, scope, date, technical immutability, legal hold — before relying on it in a tax audit
- Your exit plan depends on a documented complete export of documents with versions and audit trail and a post-termination retrieval window
- You need to compute the cost of a deployment from published prices before a sales conversation

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price.

| Criterion | The GoBD Auditor | The Records Manager | The IT Integrator | The Mittelstand Owner | The Data Protection Officer | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Capture, OCR & indexing | 4/5 | 4/5 | 4/5 | 4/5 | 4/5 | 4/5 |
| Versioning, permissions & audit trail | 2/5 | 2/5 | 2/5 | 2/5 | 1.5/5 | 2/5 |
| Audit-proof archiving & retention | 2/5 | 3/5 | 3/5 | 3/5 | 3/5 | 3/5 |
| Document workflows & integrations | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| Search, retrieval & exit | 3/5 | 3/5 | 3/5 | 3/5 | 2.5/5 | 3/5 |
| European sovereignty | 1/5 | 1/5 | 1.5/5 | 1.5/5 | 1.5/5 | 1/5 |
| Pricing transparency | n/r | n/r | n/r | n/r | n/r | n/r |
| **Weighted verdict** | **2.5/5** | **3/5** | **3/5** | **3/5** | **2.5/5** | **3/5** |

### The judges

- **The GoBD Auditor** (v1.0): Has sat through tax audits on the company side and knows that "GoBD-konform" on a homepage proves nothing. Wants the auditor's Testat with its scope and date, archived documents that cannot change, retention per document type, and a Z3 export the tax office can read.
- **The Records Manager** (v1.0): Owns the filing plan and gets the call when a contract from 2019 cannot be found. Wants metadata that is set at capture rather than typed later, version history with restore, search that respects permissions, and a bulk export that keeps metadata and versions together.
- **The IT Integrator** (v1.0): Connects the DMS to the ERP, DATEV and Microsoft 365 and maintains it afterwards. Wants connectors with a stated scope rather than a logo wall, a documented API with webhooks, single sign-on, and a migration path in and out that does not depend on the vendor's services team.
- **The Mittelstand Owner** (v1.0): Runs a forty-person company and wants the paper out of the office and the invoices approved without chasing anyone. Reads for e-invoice intake, an approval workflow that works without a consultant, and a price for users, storage and modules before the partner visit, not after.
- **The Data Protection Officer** (v1.0): Knows the DMS ends up holding personnel files, health certificates and customer contracts in one place. Asks where the cloud edition stores them, which AI provider reads them during capture, who the subprocessors are, and how GDPR deletion is reconciled with retention duties.
- **The Skeptic** (v1.0): Has read "revisionssicher" on every DMS homepage and a Testat on almost none. Distrusts "AI-powered capture" without a validation step, "seamless SAP integration" without a scope, and "no vendor lock-in" from a vendor that documents no export — and treats "price on request from your partner" as an answer.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: not determined.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Not determined | — | — |
| Ownership | Not determined | — | — |
| Data residency | Not determined | — | — |
| Subprocessors | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Access protection: yes [S10]
- Audit scope: Doxis · software development process · German Institute of Public Auditors (IDW) [S7]
- Gartner recognition: Gartner Magic Quadrant for Document Management 2026 [S5]
- GDPR ISO 27001: yes · yes [S5]
- GDPR marking deletion: yes · yes [S10]
- Gobd certificate available: Postweg · yes [S6]
- Gobd certificate liability agreement: yes · Ebner Stolz · SER Solutions Deutschland GmbH [S6]
- Gobd certified: yes [S6]
- Gobd idw ps880 auditor: GoBD · Deloitte · IDW PS 880 [S6]
- Gobd idw ps880 scope: Software-Entwicklungsverfahren · unveränderbare Speicherung der Dokumente [S6]
- Gobd valid since: 2015-01-01 · 2014-12-31 [S6]
- Google analytics ip masking: yes [S2]
- Idw ps 880 auditor: Deloitte [S7]
- Idw ps 880 certified: IDW PS 880 · yes [S7]
- Recognition gartner: Named a Leader in Gartner Magic Quadrant for Document Management 2026 [S11]
- Retention periods: yes [S10]

**Data**
- Data subject rights: Auskunft (Art. 15) · Berichtigung (Art. 16) · Löschung (Art. 17) · Einschränkung (Art. 18) · Datenübertragbarkeit (Art. 20) · Widerruf der Einwilligung (Art. 7.3) · Beschwerde bei Aufsichtsbehörde (Art. 77) · Widerspruch (Art. 21) [S2]
- Deletion after purpose: yes [S2]
- Newsletter no third party sharing: no [S2]

**Integrations**
- Count: 200+ [S5]
- Enterprise systems: SAP · Microsoft Dynamics · Salesforce · Microsoft 365 · Doxis ECM [S5]
- Erp systems: SAP · Microsoft Dynamics · Salesforce · Microsoft 365 · Doxis ECM [S4]
- External sources: Datenbanken · Server · Microsoft SharePoint · Fileverzeichnisse [S10]
- Sap certifications: SAP archiving via ArchiveLink or CMIS · Doxis WebDAV Connector for ILM · Doxis Invoice and Doxis Confirmation for SAP [S8]
- Sap interfaces: yes · ArchiveLink · CMIS · RFC [S8]

**Legal**
- Account cookie: Login-Cookie auf doxis.com bleibt bis Logout bestehen, wird nicht automatisch mit Sessionende gelöscht [S2]
- Address: Bonn · Joseph-Schumpeter-Allee 19 · Germany · 53227 [S3]
- Controller: Doxis GmbH · info@doxis.com · Joseph-Schumpeter-Allee 19, 53227 Bonn, Deutschland [S2]
- Copyright holder: Doxis GmbH [S3]
- Copyright holder: 2026 · Doxis GmbH [S5]
- Copyright holder: © 2026 Doxis GmbH [S9]
- Entity name: Doxis GmbH [S3]
- Footer contact entity: Bonn · Doxis Germany GmbH · Joseph-Schumpeter-Allee 19 · Germany · 53227 [S3]
- Publisher: Doxis GmbH [S8]
- Register court: 25126 · AG Bonn [S3]
- Scope: Gilt für doxis.com-Domain, Domains der Landesgesellschaften und Subdomains [S2]
- Trademarks: Doxis, Doxis4, PRODEA, iQURE, iROOM, DialogZukunft, learningCube, SER sind Marken der Doxis GmbH [S3]
- UK entity: London · SER Solutions United Kingdom Ltd. [S5]
- UK entity: London · SER Solutions United Kingdom Ltd. · EC2M 1NH [S8]
- US entity: DOXIS Inc. · Boston, MA 02109 [S5]
- US entity: Boston · DOXIS Inc. · USA [S8]
- VAT id: DE 226 304 630 [S3]

**Product**
- Access rights respected: yes [S11]
- Adjacent solutions: Contract Lifecycle Management · Supplier & Purchase Order Workspace · iRoom virtual data rooms [S8]
- AI agent API access: yes [S11]
- AI indexing: AI indexing of unstructured emails and free-form text without predefined fields or training [S4]
- AI powered: yes [S1]
- AI search natural language: Natural-language AI document search delivering source-backed answers [S11]
- Anonymization: automatic redaction of personal and sensitive data for GDPR compliance [S4]
- Archive module: Archiving · audit-proof, legally compliant long-term archiving [S8]
- Archiving audit findings: When used correctly, Doxis enables compliant management of accounting documents, storage in line with audit requirements, and archiving in compliance with legal retention periods [S7]
- Audit proof archiving claim: electronic archiving is completely audit-proof [S7]
- Automated archiving: yes [S5]
- Batch processing: yes [S5]
- Capture sources: email · scanners · mobile devices · ERP systems · cloud applications · APIs · shared folders [S4]
- Certification purpose: Certification demonstrates to auditors of annual financial statements that IT systems are suited to the purpose [S7]
- Classification parameters: type · content · language · country of origin · merchant · custom rule [S5]
- Classification types: 50+ [S4]
- Confidence thresholds: yes · yes [S5]
- Confirmation module: Confirmation · automatic line-item matching of order confirmations with discrepancy handling [S8]
- Connector vendor independent: Universal, vendor-independent connectors for ERP, CRM etc. [S9]
- Content federation: Content Federation finds information from external sources and automatically enriches it with metadata [S10]
- Context assignment: yes [S10]
- Conversational follow up: Follow-up conversation to summarize, compare or extract details [S11]
- Conversion formats: JSON · XML · CSV · XLSX · UBL · PDF · TXT [S4]
- Customer count: 3000+ [S4]
- Customer count: 3000+ [S5]
- Delivery module: Delivery · barcode/handheld capture · automatic transfer to SAP · mobile app [S8]
- Demo: free · yes [S9]
- Deployment flexibility: yes [S8]
- Document types examples: invoices · contracts · forms · IDs · bank statements · logistics documents · HR records [S5]
- Document types out of box: 50+ · yes [S5]
- Doxi assistant rag: Ask Doxi AI assistant uses RAG based on organization's governed information [S11]
- Dynamic result lists: yes [S10]
- Eca automation: Event condition action (ECA) automates cross-system processes and metadata import without programming [S9]
- Einvoice formats: ZUGFeRD · XRechnung · Peppol UBL [S8]
- Enterprise search central: Enterprise Search provides a central entry point to find documents and data from all company sources without switching applications [S10]
- Export formats: JSON · XML · CSV · PDF [S5]
- Extraction accuracy: 99 [S4]
- Extraction accuracy: 99 [S5]
- Extraction fields: 150+ [S4]
- Fast starters: Fast Starters library of pre-configured, easily modifiable ECM apps (workspaces and workflows) [S10]
- Fit criteria: Fit criteria: 100+ users with international presence, large document volumes, complex business processes [S9]
- Forrester roi study: <6 months · 336 · 90 [S5]
- Forrester tei results: 336 · <6 · 90 [S8]
- Fraud detection: fraud detection via EXIF, copy-move, duplicate detection, pixel analysis [S4]
- Free demo: 0 · yes [S10]
- Free newsletter: yes [S2]
- Governance on AI answers: Access rights, retention rules and audit trails apply to AI answers [S11]
- Human in the loop: human-in-the-loop review for near-100% accuracy [S4]
- Identity verification: AI identity verification for passports, ID cards, driver's licenses; KYC; audit trail [S4]
- Industries: Manufacturing · Financial services · Healthcare · Logistics · Human resources [S4]
- Intake channels: web upload · email · mobile capture · API · SFTP · batch import [S5]
- Integrated viewer: yes [S10]
- Integration depth options: Generic and specific interfaces, content federation services and add-ins [S9]
- Integration view 360: 360° view of customers across ERP, CRM, email and more [S9]
- Invoice cost reduction: 80 [S8]
- Invoice module: Invoice · capture, verification and automated posting in SAP, all input formats [S8]
- Languages supported: 150+ [S4]
- Languages supported: 150+ [S5]
- Microsoft integration: seamless integration [S9]
- Module list: Purchase · ProcureDocs · Confirmation · Delivery · Invoice · Archiving [S8]
- Multi language: yes [S5]
- Newsletter double opt in: yes [S2]
- Non sap users: yes [S8]
- Ocr: yes [S5]
- P2p monitor: 360° live P2P monitor directly inside SAP [S8]
- P2p native sap integration: yes · no [S8]
- Platform modules: Document Management · Document Intelligence · Document Generation · Business Process Automation [S4]
- Procuredocs module: ProcureDocs · automatic purchase order generation from approved requests [S8]
- Product names: Doxis Intelligent Content Automation · Doxis AI.dp · Doxis Intelligent Communications · Doxis for SAP [S3]
- Purchase module: Purchase · web-shop-like requisition entry · rule-based approvals · approvals for users outside SAP [S8]
- Recognition: Leader in Gartner Magic Quadrant for Document Management 2026 [S4]
- Recognition rate: 100 [S8]
- Registration data collected: Anrede, Name/Vorname, E-Mail, Unternehmen, Abteilung, Anschrift, Telefonnummer [S2]
- Related modules: Elektronische Akten · Elektronische Archivierung · Workflows automatisieren · Zusammenarbeit mit externen Usern · Compliance sicherstellen · Integration von Fachanwendungen [S10]
- Retention compliance: Automated filing; proof of compliance with retention periods and data protection requirements [S9]
- Salesforce integration: yes [S9]
- Sap archiving: Audit-proof archiving accessible via familiar interfaces; metadata imported from document or filing context [S9]
- Sap integration: full integration [S9]
- Sap partner customer share: >70 [S8]
- Scale target: Recommended fit: 100+ users and international presence [S11]
- Seamless integration: Seamlessly integrated ECM extensions usable as if native to SAP or other applications [S9]
- Search filters: ,Autor · Sprache · Dokumentart · Bearbeiter [S10]
- Search methods: metadata · full-text · vector · RAG · NLQ [S11]
- Search modes: yes · yes · yes · yes [S10]
- Security controls: audit trails · fraud detection · retention policies · role-based access [S5]
- Sensitive data detection: yes [S5]
- Source linking: yes [S11]
- Superhuman search: Superhuman Search is the AI-powered document search capability built into the Doxis ECM platform [S11]
- Target customers: 100 · yes [S10]
- Transfer to doxis: Documents from e.g. file directories can be transferred into Doxis with one click for versioning and audit-proof archiving [S10]
- Unified platform source of truth: AI search runs on same repository, knowledge graph and governance layer as capture, workflow, archiving [S11]
- Validation: automated validation against AI, business rules, master data, external systems [S4]
- Viewer 300 formats: 300 · no [S9]

## Questions

### Is Doxis European?

Yes. whats-best.ai classifies Doxis as EU-Made.

### Where does Doxis store data?

Not stated on the vendor’s pages as of 13 Oct 2026.

### Does Doxis have a free plan?

Not stated on the vendor’s pages as of 13 Oct 2026.

### What are the best alternatives to Doxis?

As of 15 Oct 2026, the panel rates [AMAGNO (3/5)](https://whats-best.ai/software/document-management/amagno), [EASY Archive (2.5/5)](https://whats-best.ai/software/document-management/easy-archive) and [enaio (2.5/5)](https://whats-best.ai/software/document-management/enaio) highest among the other 14 Document Management (DMS) products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [AMAGNO](https://whats-best.ai/software/document-management/amagno) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Doxis alternatives](https://whats-best.ai/software/document-management/doxis/alternatives).

## What this page leaves out

- We could not confirm any pricing information on the vendor’s own pages as captured, so this page shows none rather than a statement we cannot stand behind.
- 31 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 9 subprocessors facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 4 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 3 compliance facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 3 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 data fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Vendor homepage: https://www.doxis.com/de/ (checked 2026-10-13)
- [S2] Privacy policy: https://www.doxis.com/de/datenschutzerklaerung (checked 2026-10-13)
- [S3] Legal notice: https://www.doxis.com/de/impressum (checked 2026-10-13)
- [S4] Capture, OCR & indexing — found from sitemap: https://www.doxis.com/en/idp/ocr-data-extraction (checked 2026-10-13)
- [S5] Capture, OCR & indexing — found from sitemap: https://www.doxis.com/en/idp/document-classification (checked 2026-10-13)
- [S6] Audit-proof archiving & retention — found from sitemap: https://www.doxis.com/de/business-plattform/zertifizierung/gobd (checked 2026-10-13)
- [S7] Audit-proof archiving & retention — found from sitemap: https://www.doxis.com/en/business-platform/certification/idw-ps-880 (checked 2026-10-13)
- [S8] Document workflows & integrations — found from sitemap: https://www.doxis.com/en/sap/doxis-p2p-for-sap (checked 2026-10-13)
- [S9] Document workflows & integrations — found from sitemap: https://www.doxis.com/en/solutions/business-connectors (checked 2026-10-13)
- [S10] Search, retrieval & exit — found from sitemap: https://www.doxis.com/de/loesungen/enterprise-search (checked 2026-10-13)
- [S11] Search, retrieval & exit — found from sitemap: https://www.doxis.com/en/ai-features/ai-document-search (checked 2026-10-13)

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Cite as: whats-best.ai, "Doxis — Document Management (DMS)", AI panel analysis, as of 2026-10-20. https://whats-best.ai/software/document-management/doxis

Corrections: https://whats-best.ai/correct/618?target=page
