CAPEC

What CAPEC does

CAPEC is a privately-held French accounting, audit, and advisory firm headquartered in Quétigny (Greater Dijon), founded in 1957 and operating under the legal name CAPEC. The firm delivers a full stack of professional services — bookkeeping, statutory audit (Commissariat aux Comptes), payroll and HR (Social Paie), corporate law (Juridique), tax advisory (Conseil Fiscal), business-creation consulting, and wealth management — primarily to SMB clients including artisans, commerçants, professions libérales, PME leaders, créateurs/repreneurs d'entreprise, start-ups, particuliers, associations, and agricultural businesses across the Bourgogne Franche-Comté region. Five physical offices (Dijon-Quétigny, Auxerre, Chalon-sur-Saône, Mâcon, and Pontarlier) anchor a regional go-to-market that also extends through business-club networks and an annual roster of webinars, podcasts (La Minute CAPEC), and newsletters.

At the core of the firm's technology is the proprietary MyCburo platform, a 24/7 web portal offering online accounting entry, invoicing (Facturation), expense reports (Note de frais), account consultation (Comptes), and cash-register management (Caisse). This is supplemented by a suite of modules: Waibi for financial dashboards, Demat'Box for high-speed document scanning (up to 20 documents per minute), a digital register management tool for legal acts, and a Recouvrement amiable service operated via a partnership with Recouvrer.fr (commission-based). The firm also operates the SPC (Stratégie & Perspective Conseil) subsidiary for patrimonial advisory, the Acti'cap workspace service, and an accredited Formation training arm.

CAPEC's revenue model combines professional-services fees (engagement-based, quote-by-client) with tiered MyCburo subscriptions (Freemium, PILOT at €9.90/month HT, EVOLUTION at €19/month HT), transaction-fee debt collection (12-14.5% HT), workspace rental, and training income. Following the October 2023 Comptexperts partnership (Pontarlier) and 2023 Sliwak partnership (Chalon-sur-Saône), headcount is reported at roughly 70-95 collaborators across five offices serving a 1,400-client portfolio, with 5 expert-comptable associés (Franck Duhamel, Benoît Paris, Amélie Deschaumes, Maxime Moine, Jean-Luc Berthout) overseeing operations.

Name

CAPEC

Legal name

CAPEC

Website

https://capec.fr

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

11–50 employees

Short description

CAPEC is a privately-held French accounting, audit, and advisory firm headquartered in Quétigny (Dijon), serving ~1,400 SMB and individual clients across Bourgogne Franche-Comté via five regional offices, a proprietary MyCburo digital platform, and the SPC wealth-management subsidiary.

Ownership category

akta.pro rank

Headquarters

HQ city

Quétigny

HQ country

France

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Expertise Comptable (Accounting): Core accounting services including bookkeeping, financial statements, tax compliance for businesses. Recurring annual engagement model based on client business cycle.
2. Commissariat aux Comptes (Audit): Legal audit and statutory audit services for companies requiring independent financial verification.
3. Social Paie (Payroll & HR): Payroll processing, HR management, and social compliance services for client businesses.
4. Juridique (Legal Services): Corporate law services including company creation, statutory modifications, and share transfers.
5. Conseil Fiscal (Tax Advisory): Tax planning, optimization, and compliance advisory services for businesses and individuals.
6. Conseil en Création d'Entreprise: Business creation and startup advisory services including business plan development.
7. Gestion de Patrimoine (Wealth Management): Patrimonial management through SPC subsidiary, including retirement planning, business transfer, and asset structuring.
8. Formation (Training): Professional training services for clients and partners, accredited training organization.
9. Centre d'Affaires (Business Center): Office space rental services for entrepreneurs and businesses in their facilities.
10. MyCburo Digital Services: Digital platform subscriptions providing online accounting and management tools with tiered pricing plans.
11. Recouvrement de Créances (Debt Collection): Debt collection service with commission-based fees (12-14.5% of recovered amounts).

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels11 records

Core offering

CAPEC is a regional French accounting and advisory firm providing accounting, statutory audit, payroll/HR, legal, tax, wealth-management, and business-creation services primarily to small businesses, liberal professions, artisans, and entrepreneurs across Bourgogne Franche-Comté. Service delivery is anchored by its proprietary MyCburo online platform, offering 24/7 bookkeeping, invoicing, expense, and cash-register capabilities, with additional modules such as Waibi (financial dashboards) and Demat'Box (document scanning).

Product overview

CAPEC operates as a regional accounting, audit, and advisory firm in Burgundy-Franche-Comté, France, offering a platform-plus-modules architecture anchored by the proprietary MyCburo online platform. MyCburo serves as the central hub providing 24/7 access to accounting, invoicing, account tracking, expense management, and cash register functions. Specialized modules extend the platform including Waibi for financial dashboards and performance management, the Demat'Box for automated document scanning, and the Recouvrement service for amicable debt collection. Beyond the digital platform, CAPEC provides traditional accounting and audit services, tax advisory, payroll management, legal services, and through its SPC subsidiary, dedicated wealth management advisory. The offering targets artisans, SMEs, liberal professionals, startups, and business leaders across five regional offices.

Differentiator

Problem solved

Functional benefit

Brands

• MyCburo: Online accounting and business management platform offering 24/7 access to accounting services, invoicing, expense management, and cash register tools.
• Waibi
• Demat'Box
• MyAssistant
• SPC (Stratégie & Perspective Conseil)

Products and services

• Expertise comptable and Audit (Accounting and Statutory Audit) Core accounting, financial-statement preparation, tax declaration, and statutory audit (commissariat aux comptes) services for SMBs, artisans, liberal professions, and SMEs across multiple sectors.
• MyCburo Online Accounting Platform Web-based online accounting and business management platform accessible 24/7, providing accounting data entry, invoicing, account consultation, expense report management, and cash register functions through tiered subscription plans.
• Waibi Financial Performance Dashboard Financial performance dashboard tool integrated with MyCburo, providing personalized management dashboards and sector benchmarks for business monitoring and decision-making.
• Demat'Box Document Digitization Solution Document scanning hardware and digitization service that automates document processing, scanning up to 20 documents per minute in duplex mode with automatic transmission to CAPEC.
• Amicable Debt Collection Service (Recouvrement amiable) Amicable debt collection service provided through partnership with Recouvrer.fr (bailiff network), offering analysis, personalized advice, amicable recovery attempts, judicial procedures, and continuous tracking with commission-based fees of 12-14.5% HT on recovered sums and no charge if unsuccessful.
• Social Paie (Payroll and HR Services) Payroll processing, HR management, and social-compliance services for client businesses, including declarations and social obligations management.
• Juridique (Legal Services) Corporate law services including company creation, statutory modifications, share transfers, and general legal support for client businesses.
• Conseil en Création d'Entreprise (Business Creation Advisory) Business creation and startup advisory services including business plan development, legal structure choice, feasibility analysis, and tax optimization for new ventures.
• Conseil Fiscal (Tax Advisory) Tax planning, optimization, and compliance advisory services for businesses and individuals.
• SPC (Stratégie & Perspective Conseil) Wealth Management Wealth management and patrimonial advisory subsidiary helping business leaders with business sale preparation, heritage transmission, professional real estate structuring, retirement strategy, and remuneration optimization.
• Formation (Professional Training) Accredited training organization offering continuous professional education and client training in accounting and payroll management, delivered in partnership with national organizations including URSSAF, CCI Formation, GRETA, and Chambers of Trades.
• Centre d'Affaires (Business Center) Office space rental service for entrepreneurs and businesses needing temporary or flexible workspace in CAPEC's regional locations.
• Acti'cap Professional Workspace Service Professional workspace service offering temporary office space solutions for independent workers, business travelers, and those seeking professional workspace on a short-term basis.

Named customers3 records

Segments10 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability1 record

Feature9 records

Partnerships

Nine partnerships are on record, tiered core, supporting and minor.

• Comptexperts PontarliercoreStrategic or Co-development Partner · 3 October 2023Strategic partnership with Comptexperts in October 2023, extending CAPEC's presence to Pontarlier in Doubs. Added 11 new collaborators to the group.
• Recouvrer.frsupportingGTM or Marketing Partner · 1 January 2023Partnership with Recouvrer.fr (a bailiff group network) for online debt collection services. CAPEC offers this service exclusively to their clients with commission-based fees (12-14.5% of recovered amounts).
• Sliwak (Chalon)supportingStrategic or Co-development PartnerPartnership with Sliwak cabinet for enhanced reactivity and services in Chalon-sur-Saône area.
• Chalon Business Club (CBC)minorGTM or Marketing PartnerLocal business network partnership in Chalon-sur-Saône region for networking and local business support.
• Mâcon Business ClubminorGTM or Marketing PartnerLocal business association in Mâconnais region bringing together local business leaders.
• JDA Bourgogne DijonminorGTM or Marketing PartnerSports sponsorship partnership with Dijon basketball club, reflecting commitment to local community values of teamwork and excellence.
• Stratégie & Perspective Conseil (SPC)coreStrategic or Co-development PartnerNew subsidiary dedicated to patrimonial management for business leaders, covering business transfer, retirement planning, and asset structuring. Led by Maxime Moine.
• Groupement d'Huissiers (Bailiff Group)supportingImplementation/ SI/ Consulting PartnerPartner network of bailiffs supporting the Recouvrer.fr debt collection service.
• Various Training PartnerssupportingStrategic or Co-development PartnerTraining organization partnerships including IUT GEA Fiscalité Dijon, Faculty of Medicine Besançon, CCI Formation, GRETA, and various national organizations like URSSAF and Chambers of Trades.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Emerging players

• Tiime: Tiime is a French accounting and financial management platform for entrepreneurs and small businesses, offering automated bookkeeping and invoicing. Comparable to CAPEC's MyCburo tools but distributed nationally as a SaaS product.
• Dougs: Dougs is a French online accounting firm serving TPEs, freelancers, and small businesses with a fully digital model. Comparable target market to CAPEC's artisan/commerçant segment with a tech-first delivery approach.
• Pennylane: Pennylane is a French tech-enabled accounting platform combining software and accountant services for SMEs and freelancers. Directly comparable to CAPEC's MyCburo digital offering but with a stronger product-led and national growth profile.

Broad incumbents

• Crowe France: Crowe France (formerly Conseils et Expertise) is part of the global Crowe network, providing accounting, audit, tax, and advisory services to mid-market clients in France. Comparable in services to CAPEC, larger in scale.
• Baker Tilly France: Baker Tilly France offers accounting, audit, tax, and advisory services to SMEs and mid-market clients through a regional office network. Comparable to CAPEC in client profile but operates within an international network.
• Grant Thornton France: Grant Thornton France is the local member of a global audit and advisory network, serving SMEs, mid-market firms, and listed companies. Comparable service portfolio to CAPEC but operating at a much larger scale.
• Fiducial: Fiducial is a large French provider of accounting, payroll, legal, and business services primarily targeting very small businesses and artisans. Highly comparable in client base to CAPEC's primary artisan/commerçant segment.
• BDO France: BDO France is the French member of the global BDO network, providing accounting, audit, and advisory services to SMEs and mid-market companies. Comparable in service breadth but larger and more internationally positioned than CAPEC.

Direct peers

• Sogexpert: Sogexpert is a French regional accounting network offering expertise comptable, audit, and advisory services to SMEs and entrepreneurs. Closely comparable to CAPEC in size, regional footprint, and target clientele.
• In Extenso: In Extenso is one of France's largest networks of regional accounting and advisory firms, with a multi-office presence and similar SME/liberal profession client focus. Directly comparable to CAPEC in target market and service mix, though operating at significantly greater national scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/capec_ec
• Facebookfacebook.com/CAPECexpertisecomptable
• LinkedInlinkedin.com/company/capec
• Instagraminstagram.com/capec.ec

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries2 records

Funding overview

Funding rounds

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 CAPEC