Grupo Moneris

What Grupo Moneris does

Grupo Moneris is a privately held Portuguese professional services group headquartered in Lisbon, operating as the self-described largest national accounting and management support group in Portugal. Founded in 2007, the company delivers an integrated suite of B2B services spanning accounting and financial reporting, tax advisory, payroll and HR, corporate finance (including EU funding applications, valuations, M&A, and restructuring), risk and compliance, insurance brokerage, technology consulting, and professional training through Moneris Academy. It serves a horizontal mix of Portuguese SMEs as the primary volume segment, alongside large enterprises requiring specialized advisory and compliance work, and operates through 16+ offices from north to south under four wholly-owned regional subsidiaries (Moneris Alto Tâmega, Moneris Guia, Moneris Douro e Beiras, and Moneris LX).

The group's technology layer is anchored by the Moneris APP, a mobile client platform offering tax payment, fiscal alerts, document consultation, salary simulation, and service payments, integrated with CEGID accounting software under a Gold Partner relationship. The firm is ISO 9001:2015 certified since 2014 across all major business units and DGERT-certified as a training provider, with sector depth in tourism through a dedicated Competence Center. Strategic alliances with Católica Porto Business School, ISCTE Executive Education, AIP, IAPMEI, Banco Português de Fomento, and EMRP embed Moneris into the broader Portuguese funding, education, and industrial-policy ecosystem.

Moneris operates a project- and retainer-based professional services model with quote-based pricing and no publicly disclosed fee schedule. Revenue is generated through engagement fees across eight service lines, supplemented by Moneris Academy course fees and corporate training programs. Distribution is direct B2B through the office network plus inbound RFPs via the website; the Moneris APP provides a recurring self-service touchpoint that deepens client stickiness. Ownership is management-led, with Carlos Duarte de Oliveira as Chairman and Rui Pedro Almeida as CEO and Managing Partner, and no external private equity or parent company is disclosed.

Name

Grupo Moneris

Legal name

Moneris – Serviços de Gestão, S.A.

Website

https://moneris.pt

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

251–500 employees

Short description

Grupo Moneris is Portugal's largest national accounting and management support group, delivering integrated B2B professional services — accounting, tax, HR, corporate finance, risk/compliance, insurance, technology, and training — to SMEs and large enterprises through 16+ offices across Portugal.

Ownership category

akta.pro rank

Product category

Accounting and Management Consulting

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

Keywords

• Accounting services
• Tax advisory
• Corporate finance
• Management consulting
• Payroll processing

Headquarters

HQ city

Lisbon

HQ country

Portugal

HQ region

Europe

Offices16 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Reporting Services: Comprehensive accounting and financial reporting services for businesses, including bookkeeping, financial statements, and compliance reporting under Portuguese accounting standards (SNC).
2. Tax Advisory: Fiscal advisory services including tax planning, compliance, and representation before tax authorities.
3. Human Resources Services: HR consulting including payroll processing, recruitment support, and HR solutions.
4. Corporate Finance and Incentives: Corporate finance advisory including mergers and acquisitions, valuations, restructuring, and EU funding/incentive application support (Portugal 2030, PRR, etc.).
5. Risk and Compliance: Risk management and regulatory compliance services including GDPR compliance, anti-corruption programs (PPR), and internal controls.
6. Insurance Services: Insurance advisory and support services.
7. Training and Education: Professional training programs through Moneris Academy, including financial, management, technology, marketing, leadership, and team management courses. Partnership with Católica Porto Business School for executive education.
8. Technology Services: Technology consulting and digital transformation services for clients.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Grupo Moneris is the largest national accounting and management support group in Portugal, providing integrated professional services across accounting and reporting, tax advisory, human resources, corporate finance, risk and compliance, insurance, technology consulting, and training (Moneris Academy). The group delivers these services through a network of 16+ offices across Portugal, supplemented by the proprietary Moneris APP for client self-service and tax management.

Product overview

Grupo Moneris is the largest national accounting and management support group in Portugal, offering a comprehensive portfolio of professional services through a platform-plus-modules architecture. The core offering includes accounting and reporting, tax advisory, human resources, and corporate finance services. Key products include the Moneris APP (mobile business management application) and Moneris Academy (professional training programs). Specialized services encompass risk and compliance (including GDPR and anti-corruption), technology consulting, insurance advisory, international desks, and competence centers focused on tourism analysis. The company operates across multiple business units throughout Portugal with a focus on digital transformation and innovation.

Differentiator

Problem solved

Functional benefit

Brands

• Moneris Academy: Training and professional development division of Moneris offering management programs and courses
• Moneris APP
• Centro de Competências em Turismo (CCT)
• Moneris – Insurance
• Moneris – Technology

Products and services

• Contabilidade e Reporting (Accounting and Reporting) Accounting and reporting services providing financial statement preparation, bookkeeping, and compliance with Portuguese accounting standards (SNC) for businesses.
• Assessoria Fiscal (Tax Advisory) Tax advisory services including tax planning, compliance, strategic guidance, and representation before tax authorities for individuals and businesses.
• Recursos Humanos (Human Resources) Human resources services including payroll processing, HR consulting, recruitment support, and talent management solutions for businesses.
• Corporate Finance (Apoios e Incentivos, Avaliações, Fusões e Aquisições, Reestruturações) Corporate finance services including EU funding and incentives support (Portugal 2030, PRR), business valuations, mergers and acquisitions advisory, and corporate restructuring.
• Risco e Compliance (Risk and Compliance) Risk management and compliance services including GDPR compliance diagnosis, anti-corruption programs (PPR), and regulatory compliance advisory.
• Seguros (Insurance) Insurance advisory and brokerage services for business and personal coverage.
• Tecnologia (Technology Consulting) Technology consulting services with expertise in economic, financial, and accounting systems integration, including CEGID software deployment.
• Moneris Academy (Formação / Training) Training and professional development programs covering finance, management, technology, marketing, leadership, team management, and conflict resolution, with executive education partnership with Católica Porto Business School.
• Moneris APP Mobile application providing tax payment services, fiscal alerts, document consultation, podcast content, salary simulator, news updates, support and incentive alerts, Moneris team information, fiscal calendar, and service payments for business clients.
• Desks Internacionais (International Desks) International desks providing cross-border advisory services for companies with international operations, including international expansion advisory and cross-border tax planning.
• Centros de Competência (Competence Centers) Competence centers including the Tourism Competence Center (CCT) producing tourism analysis reports, yearbooks, and sector-specific advisory services.

Quantifiable outcome

• 91% approval rate for EU structural fund applications
• +2 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

17 partnerships are on record, tiered core and minor.

• Católica Porto Business SchoolcoreStrategic or Co-development Partner · 1 January 2024Moneris Academy and Católica Porto Business School have a partnership for the Intensive Management Program, one of the most prestigious executive training programs at Universidade Católica, now in its 29th edition. The collaboration allows Moneris clients to benefit from this prestigious executive education.
• AIP – Associação Industrial PortuguesacoreStrategic or Co-development PartnerMoneris developed a benchmarking study on 'Mergers & Acquisitions – Resize and Grow' for AIP. The group provided specialized consulting for questionnaires, seminars, and other dissemination activities, and developed a manual on M&A concepts, methods, and techniques. Moneris also supported entities in the project through economic and financial analysis.
• ISCTE Executive EducationcoreStrategic or Co-development PartnerAna Alhinho de S.Louro, Partner at Moneris, participated in the EMBA Talks session at ISCTE Executive Education on 'The Turning Point for Top Leadership', sharing experiences from the Executive MBA program.
• CEGIDcoreTechnology or IntegrationMoneris holds Gold Partner status with CEGID, a leading accounting and business management software provider. The partnership involves integration with CEGID accounting software for client services. Carlos Oliveira, Chairman of Moneris, participated in the Cegid Accounting Summit 2025.
• IAPMEIminorStrategic or Co-development PartnerWithin the FINTRANS initiative of IAPMEI, Moneris supported the pilot program for M&A support operations in the Centro and Alentejo regions.
• BPCC – British-Portuguese Chamber of CommerceminorGTM or Marketing PartnerMoneris was the sponsor of a Think Tank promoted by the British-Portuguese Chamber of Commerce on 'The Fourth Industrial Revolution. Where will jobs go?'
• ECO/AdvocatusminorGTM or Marketing PartnerMoneris supported the Advocatus Summit 2019, an event organized by ECO/Advocatus as a meeting point for business law and the business sector.
• Caiado GuerreirominorImplementation/ SI/ Consulting PartnerMoneris partnered with Caiado Guerreiro for a workshop on labor law changes and employment incentives, with the participation of CCILF.
• CCILF – Câmara de Comércio Luso-FrancesaminorGTM or Marketing PartnerMoneris partnered with CCILF for a workshop on labor law changes and employment incentives, alongside Caiado Guerreiro.
• Startup LeiriaminorGTM or Marketing PartnerMoneris partnered with Startup Leiria for a webinar on funding for entrepreneurs, with the team sharing different investment strategies.
• inCenteaminorGTM or Marketing PartnerMoneris partnered with inCentea, Startup Leiria, and NERLEI CCI for the 'Let's Talk About' event on European Funds in Practice.
• NERLEI CCI – Associação Empresarial da Região de Leiria/Câmara de Comércio e IndústriaminorGTM or Marketing PartnerMoneris partnered with NERLEI CCI for the 'Let's Talk About' event on European Funds in Practice, alongside inCentea and Startup Leiria.
• Banco Português de FomentocoreStrategic or Co-development PartnerBanco Português de Fomento manages the PT2030 Guarantees Line, which provides guarantees for companies with approved projects in the Portugal 2030 framework. Moneris helps clients access these guarantee products for project financing.
• Estrutura de Missão Recuperar Portugal (EMRP)coreStrategic or Co-development PartnerEMRP works in conjunction with Banco Português de Fomento to manage the Instrumento Financeiro para a Inovação e Competitividade (IFIC) under PRR's C05 component. Moneris supports clients in accessing these funding mechanisms.
• ANTE – Associação Nacional de Turismo EquestreminorStrategic or Co-development PartnerMoneris conducted a strategic study for ANTE on Equestrian Tourism, with João Gomes providing insights in an interview with Revista Agrotejo.
• ISEG – Lisbon School of Economics & ManagementminorStrategic or Co-development PartnerVânia Soares, Business Development Manager at Moneris, presented at ISEG Executive Education on 'Strategic Management & Innovation', where Moneris was presented as a Case Study.
• Ideias com HistóriaminorGTM or Marketing PartnerMoneris supported the launch of the book 'Sabes o que fazem os contabilistas?' published by Ideias com História, as part of their financial literacy project.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• BDO in Portugal: Mid-tier international accounting and advisory network with a Portuguese practice offering audit, tax, and advisory services to SMEs and mid-market — directly comparable in service mix and target client segment to Moneris.
• Grant Thornton Portugal: Global mid-tier accounting and advisory network with Portuguese operations serving SMEs and mid-market clients across audit, tax, and advisory — overlapping service portfolio with Moneris.
• RSM Portugal: Global mid-tier audit, tax, and consulting network with a Portuguese presence focused on mid-market and SME clients — comparable service lines and customer profile.
• Crowe Portugal: International accounting network with a Portuguese member firm offering audit, tax, and advisory services — comparable as another mid-tier alternative for Portuguese SMEs and mid-market.
• Baker Tilly Portugal: International mid-tier accounting network with a Portuguese member firm providing audit, tax, and consulting to mid-market clients — directly comparable size and service scope.
• Mazars in Portugal: International mid-tier accounting network operating in Portugal with audit, tax, and consulting services targeting mid-sized companies — closely comparable in positioning between Big 4 and local firms.

Broad incumbents

• KPMG Portugal: Big 4 firm with Portuguese operations across audit, tax, and advisory — competes with Moneris for large-enterprise and complex advisory work, with deeper cross-border capabilities.
• Deloitte Portugal: Big 4 firm with full-service audit, tax, consulting, and corporate finance offerings in Portugal — broader portfolio and deeper resources than Moneris, competing mainly for large-enterprise and cross-border mandates.
• EY Portugal (Ernst & Young): Big 4 firm with Portuguese practice across audit, tax, transactions, and consulting — broader international footprint and enterprise focus than Moneris, competing for premium mandates.
• PwC Portugal: Big 4 firm providing audit, tax, legal, and advisory services in Portugal — competes with Moneris for large-enterprise and complex cross-border work, with broader international reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC-DJXxUj6dBJbpVeAa6Y-Wg
• Facebookfacebook.com/Moneris-100064326923882
• LinkedInlinkedin.com/company/grupo-moneris
• Instagraminstagram.com/grupomoneris

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries4 records

Funding overview

Funding rounds1 record

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 Grupo Moneris