Vertec
Vertec is a Swiss-headquartered software firm, founded 1996, that sells an integrated CRM, ERP and DMS platform to project- and mandate-oriented service providers in law, engineering, consulting, IT, software and fiduciary verticals across DACH, the UK and the Netherlands.
- Company typePrivate
- Founded1996
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Vertec does
Vertec AG, founded in 1996 and headquartered in Z\u00fcrich, Switzerland, develops and distributes an integrated CRM, ERP and DMS software platform targeted at project- and mandate-oriented professional service providers with 20+ users. The Group operates through wholly-owned subsidiaries in Germany (Hamburg), Austria (Vienna) and the United Kingdom (Fleet), has extended into the Netherlands, and remains privately held by natural persons domiciled in Switzerland and Germany with no disclosed institutional investment.
The platform is built on a modular architecture available in both perpetual on-premises (Firebird or MS SQL) and Cloud Suite SaaS deployment models. It comprises nine functional modules - CRM, Sales, Resource Planning, Services and Expenses, Project and Case Management, Procurement and Purchases, Invoicing, HR, and Controlling & BI - extensible through Python scripting, UI customization and a library of industry-specific add-ons that remain update-safe. Layered AI features include an RAG-based AI Know-how Management module (via Squirro), Azure-powered AI receipt recognition, a Python LLM client, and a Model Context Protocol server enabling Claude and ChatGPT to act on Vertec data under OAuth. Standard interfaces connect to Microsoft SharePoint, iManage, Microsoft 365, financial accounting systems and an AML compliance provider (Legalian) for legal customers.
Vertec monetizes through subscription-based Cloud Abo licensing (monthly, with modular license flexibility) and one-time on-premises licenses, distributed via direct enterprise field sales, a 30-day self-serve trial, an online configurator with AI agent assistance, and a sales partner network across the DACH and Benelux regions. The company serves 1,300+ customers across six verticals (law firms, engineers, consultants, IT service providers, software vendors, fiduciaries), supported by ISO 27001 (since 2013), ISO 9001 and ISO 14001 certifications, GDPR-compliant data processing, and Swiss/German/Austrian data residency through European infrastructure partners (Exoscale, UpCloud, cloudscale.ch, IONOS).
Vertec firmographics
Firmographics- Name
- Vertec
- Legal name
- Vertec AG
- Website
- https://vertec.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Vertec is a Swiss-headquartered software firm, founded 1996, that sells an integrated CRM, ERP and DMS platform to project- and mandate-oriented service providers in law, engineering, consulting, IT, software and fiduciary verticals across DACH, the UK and the Netherlands.
- Ownership category
- akta.pro rank
Vertec industry classification
Industry- Product category
- Professional Services Automation (PSA) Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Process & Case Management Low-Code Platforms (HDAEAKAE)
- akta.pro secondary industry
- Low-Code/No-Code Application Platforms (HDAEAKAA)
Keywords
Where Vertec is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices4 records
Markets served
Vertec business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Software Licenses and Subscriptions: Vertec offers both perpetual on-premises licenses and SaaS Cloud Suite subscriptions. The software is sold with modular pricing where customers can add modules (CRM, Sales, Resource Planning, Services & Expenses, Project Management, Procurement, Invoicing, HR, Controlling & BI). Cloud subscription includes flexible license additions or removals.
- Cloud Abo (SaaS Subscription): Cloud subscription model where customers rent software along with server infrastructure and unlimited support access. Licenses can be flexibly added or cancelled. Includes automatic updates to latest versions.
- On-Premises License Purchase: Perpetual license purchase option for customers who prefer to operate software on their own servers. Includes choice of Firebird or MS SQL database.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Cloud Suite subscription with modular access to all nine task areas |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels9 records
Vertec product offering
Product offeringCore offering
Vertec develops and sells an integrated CRM, ERP and DMS software platform for project- and mandate-oriented service providers with 20+ users. The platform is delivered either as the Vertec Cloud Suite (monthly SaaS subscription including infrastructure, support, and updates) or as Vertec On-Premises (perpetual license on customer servers with Firebird or MS SQL). It targets law firms, engineering firms, consultants, IT service providers, software vendors, and fiduciaries across the DACH region, UK, and the Netherlands, and is supplemented by AI capabilities, Python-script customization, and integrations with SharePoint, iManage, Microsoft 365, and accounting systems.
Product overview
Vertec is an integrated ERP, CRM and DMS software for project and mandate-oriented service providers (law firms, consultants, engineers, IT companies, software vendors, fiduciaries) with 20+ users. The platform consists of a Core Platform available as Cloud Suite (SaaS) or On-Premises installation, with nine functional modules: CRM, Sales, Resource Planning, Services and Expenses (core), Project Management, Procurement and Purchases, Invoicing, HR, and Controlling & BI. Multiple client applications are available including Cloud App (thin client), Web App (browser-based), Phone App (mobile), and Outlook App. The software supports extensive customization through Python scripting and a library of Additional Features (add-ons). AI capabilities include AI Know-how Management (RAG-based, in development), Python LLM Client, Vertec MCP Server for AI client integration, AI Support Chatbot on the website, Configurator AI Agent, and AI Document Recognition. Data residency is maintained in Switzerland, Germany, and Austria with ISO 27001 certified infrastructure.
Differentiator
Problem solved
Functional benefit
Products and services
- Vertec Cloud Suite (SaaS) Cloud-based monthly subscription delivery of the integrated CRM/ERP/DMS Vertec platform for project- and mandate-oriented service providers with 20+ users. The Cloud Suite bundles the nine functional modules (CRM, Sales, Resource Planning, Services & Expenses, Project Management, Procurement, Invoicing, HR, Controlling & BI), server infrastructure, unlimited support, and automatic updates, with location-independent access through Cloud App (thin client), Web App (browser-based), Phone App (mobile), and Outlook App integration. Targeted at mid-market and enterprise service providers that prefer subscription pricing over capital expenditure.
- Vertec On-Premises Permanently licensed on-premises deployment of the Vertec Core Platform for service providers that prefer to operate the software on their own servers. Customers receive the full nine-module CRM/ERP/DMS functionality with a choice of Firebird or Microsoft SQL Server databases, maximum data sovereignty, and customizable configurations via Python scripting and the add-on library. Targeted at regulated and sovereignty-conscious customers, particularly law firms and fiduciaries.
Quantifiable outcome
- Time savings through automation of administrative processes and billing workflows
- +2 more outcomes
Companies that use Vertec
Customer profileNamed customers11 records
Segments6 records
Ideal customer profiles5 records
Vertec technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability7 records
Feature7 records
Vertec partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Akenes SA (Exoscale)coreIaaS provider for Vertec Cloud Suite operations in Switzerland, Germany, and Austria. ISO 27001 certified. Provides data center services for cloud subscriptions.
- UpCloud Ltd.coreIaaS provider for Vertec Cloud Suite in Germany. ISO 27001 certified data center services.
- cloudscale.ch AGcoreBackup services provider for Vertec Cloud subscriptions. ISO 27001 certified. Data transmitted and stored encrypted.
- IONOS Holding SEcoreBackup services provider for Vertec Cloud subscriptions. ISO 27001 certified. Data transmitted and stored encrypted.
- TNG Technology Consulting GmbHminorOperational support for cloud services and development assistance for customer portal and cloud Abo operations software. Contractually bound to absolute secrecy.
- Intercom R&D Unlimited CompanycoreProvides AI chatbot platform for Vertec's AI Support Chat. Uses RAG architecture with Claude (Anthropic) as LLM. Indexes Vertec's public knowledge base for responses.
- SquirrocoreProvides RAG technology for Vertec's AI Know-how Management module. Each customer gets a dedicated Squirro instance in DACH data centers.
- Microsoft Ireland Operations LimitedcoreAzure AI services for receipt recognition (expense and accounts payable document data extraction). Also used for document sealing (hashing). ISO 27001 certified. Data not stored at Azure.
- iManagecoreDocument management system integration for Vertec. Part of best-of-breed approach connecting Vertec with established DMS solutions.
- Microsoft SharePointcoreDocument management system integration for Vertec. Part of standard interface offerings for peripheral systems.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Vertec competitors and assessment
Company assessmentDirect peers
- Scoro: Scoro is a professional services automation (PSA) platform combining CRM, project management, resource planning, time tracking, billing, and reporting — directly overlapping Vertec's integrated CRM/ERP positioning for service providers. It targets a similar mid-market professional services customer base, though with a stronger focus on creative and digital agencies rather than law firms and engineers.
- Kimble Applications: Kimble (now part of Maven) provides PSA software for consulting and professional services firms, covering resource management, project financials, and forecasting. It serves a similar professional services customer base as Vertec, with overlapping CRM-adjacent and project controlling functionality.
- Avanti (Slingshot): Avanti is a PSA platform designed for advertising and marketing services agencies, combining resource management, project accounting, time tracking, and CRM-adjacent workflow. It competes with Vertec in the project- and mandate-oriented service provider category, particularly for consultancies.
- Projectworks: Projectworks is a PSA platform offering project financials, resource scheduling, time tracking, and reporting for consulting and engineering firms — directly comparable to Vertec's project and resource planning modules. It targets similarly sized professional services organizations in the 20+ user range.
- BigTime Software: BigTime is a PSA and time/billing platform for professional services firms including accountants, engineers, and consultants — closely paralleling Vertec's target verticals of law, engineering, consulting, and IT services. Both platforms unify time tracking, project management, invoicing, and resource planning, making them direct substitutes for mid-market service organizations.
Regional players
- DATEV: DATEV is a German cooperative providing tax consulting, accounting, and ERP software primarily to tax advisors, auditors, and fiduciaries in Germany — directly mirroring Vertec's fiduciary and law firm customer segments. Both platforms address compliance, invoicing, and project-based billing needs for DACH-based professional services.
- Lexware (Haufe-Lexware): Lexware is a leading German SMB accounting, invoicing, and ERP software suite widely used by small professional services firms and fiduciaries. It competes with Vertec's invoicing, procurement, and CRM modules primarily in the German SMB market.
Emerging players
- sevDesk: sevDesk is a German cloud accounting and invoicing platform targeting SMBs, freelancers, and small service providers. While more focused on bookkeeping than Vertec's full PSA stack, it competes in the lower end of Vertec's 20+ user target segment, particularly for invoicing and expense workflows.
Broad incumbents
- SAP Business ByDesign: SAP Business ByDesign is a mid-market cloud ERP covering finance, project management, procurement, HR, and CRM — functionally overlapping much of Vertec's ERP footprint. It targets similarly sized professional services and project-based businesses but at a higher enterprise scale and price point.
- Microsoft Dynamics 365: Microsoft Dynamics 365 is a broad ERP and CRM suite that overlaps with Vertec's CRM, sales, project operations, and resource planning modules. It serves a much wider market and customer size spectrum, but is increasingly pushed down-market into the professional services segment where Vertec competes.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Vertec social profiles
Digital presenceVertec compliance and trust
Trust signalCompliance4 records
Vertec financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vertec leadership team
Management profileNumber of profiles
Profiles5 records
Vertec subsidiaries and ownership
Company hierarchySubsidiaries3 records
Vertec funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vertec M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Vertec
What does Vertec do?
Vertec develops and sells an integrated CRM, ERP and DMS software platform for project- and mandate-oriented service providers with 20+ users. The platform is delivered either as the Vertec Cloud Suite (monthly SaaS subscription including infrastructure, support, and updates) or as Vertec On-Premises (perpetual license on customer servers with Firebird or MS SQL). It targets law firms, engineering firms, consultants, IT service providers, software vendors, and fiduciaries across the DACH region, UK, and the Netherlands, and is supplemented by AI capabilities, Python-script customization, and integrations with SharePoint, iManage, Microsoft 365, and accounting systems.
Is Vertec a public or private company?
Vertec is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Vertec founded?
Vertec was founded in 1996. It employs 11 to 50 people.
Where is Vertec based?
Vertec is headquartered in Zürich, Switzerland, in the Europe region.
How does Vertec make money?
Three revenue lines are on record. Software Licenses and Subscriptions are the primary driver. The others are cloud Abo (SaaS Subscription) and on-Premises License Purchase.
Who are Vertec's main competitors?
Direct peers on record are Scoro, Kimble Applications, Avanti (Slingshot), Projectworks and BigTime Software. Regional players are DATEV and Lexware (Haufe-Lexware). sevDesk is listed as an emerging player. Broad incumbents are SAP Business ByDesign and Microsoft Dynamics 365.
Does Vertec have an API?
Yes. Vertec provides web services for creating custom integrations with surrounding systems. The Vertec MCP Server allows AI clients like Claude or ChatGPT to access Vertec data, executing functions such as searching, creating, or editing objects via OAuth authentication while applying user access rights defined in Vertec. Python scripting is available for extending functionality.
What industry is Vertec in?
Vertec's product category is Professional Services Automation (PSA) Software. Its primary akta.pro industry code is HDAEAKAE, Process & Case Management Low-Code Platforms, with a secondary code of HDAEAKAA, Low-Code/No-Code Application Platforms. Its NAICS code is 5132 and its SIC code is 7372.