CAEXIS

What CAEXIS does

CAEXIS is a chartered-accounting and business-advisory firm headquartered in Écouflant (Angers), France, founded in 1975 as Comptabilité Galois and rebranded through the Caéxis Conseil (2008) and Caéxis Audit (2009) sub-brands. It serves SMB clients across the Maine-et-Loire and Loire-Atlantique departments through five physical offices (Écouflant, Orvault, Brissac-Quincé, Chemillé-en-Anjou, Cholet) with a team of more than 150 collaborators including 11 partners. Its service portfolio spans the full business lifecycle: status selection and business-plan support at creation, ongoing accounting and tax compliance, statutory and contractual audit, payroll and HR administration via Silae, business-law legal services, and transmission/cession advisory, supplemented by a tax-compliance examination (ECF) service.

The firm runs on a conventional professional-services technology stack rather than proprietary AI or platform infrastructure. Client-facing digital tools include the i-Suite Expert document portal, the Mon Expert en Gestion (MEG) online management dashboard, the Silae payroll/HR system, and GoToAssist/GoToMeeting for remote support; an I-Admin/I-Dépôt/I-Ged document-management suite is also referenced. There is no public API, no SDK, and no mobile app beyond the partner portals. Technology functions as delivery and collaboration infrastructure rather than a differentiated product.

CAEXIS monetizes through recurring monthly professional-services fees that are quote-based and tailored to client size and complexity; pricing is not publicly disclosed. Revenue streams include accounting (subscription/recurring), advisory, audit, social/HR, and legal services, all delivered under a sales-led, direct-office go-to-market motion targeting entrepreneurs and SMB owners. The customer base is horizontally segmented across construction, retail, healthcare, agriculture, hospitality, transport, commerce, consulting, and associations. The firm is a privately held Société par Actions Simplifiée (SAS) with no disclosed external investors and no parent company.

Name

CAEXIS

Legal name

CAEXIS (Société par Actions Simplifiée)

Website

https://caexis.fr

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

51–100 employees

Short description

CAEXIS is a privately-held French chartered-accounting and advisory firm with 150+ staff across five offices in western France, providing accounting, audit, tax, payroll, legal, and business-transmission services to SMB clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Écouflant

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 Services): Core accounting services including bookkeeping, tax compliance, financial statements, and ongoing accounting support for businesses throughout their lifecycle from creation to transmission.
2. Conseil (Advisory Services): Strategic advisory services including business planning, financing assistance, and growth support for entrepreneurs.
3. Audit: Statutory and contractual audit services for businesses requiring external verification.
4. Social & RH Services: Payroll management, HR support, and social compliance services.
5. Juridique (Legal Services): Business law legal services including contract review and corporate legal matters.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

CAEXIS is a chartered accounting firm providing core accounting, tax compliance, financial statement preparation, and fiscal optimization services to businesses. Beyond bookkeeping, the firm delivers complementary services including statutory and contractual audit, strategic business advisory, payroll and HR management, and business law legal services. It supports clients across the full business lifecycle from creation, through financing and development, to transmission or sale.

Product overview

CAEXIS is an accounting and advisory firm (Expertise Comptable, Conseil, Audit) serving businesses in the Angers and Nantes region of France. The firm operates as a multi-agency practice with five locations (Angers Ecouflant, Brissac-Quincé, Chemillé, Cholet, Nantes-Orvault) and over 150 collaborators. Their core services include accounting and tax compliance, strategic advisory, audit, payroll/HR management, and legal services. The firm also provides client-facing digital tools including ISuiteExpert (document portal) and Mon Expert en Gestion MEG (business monitoring dashboard). Specialized offerings include business creation support, transmission/cession advisory, and tax compliance examination (ECF).

Differentiator

Problem solved

Functional benefit

Products and services

• Expertise Comptable (Accounting Services)
• Conseil (Advisory Services) Strategic advisory services including business planning, financing assistance, and growth strategy development for business creation and development.
• Audit Audit and verification services ensuring transparency and reliability of financial information.
• Social & RH (Payroll Services) Payroll processing and human resources management services for clients.
• Service Juridique (Legal Services) Business law and legal advisory services including corporate legal matters and social law.
• Transmission & Cession Advisory Business succession and transfer planning services including sale and acquisition advisory.
• Examen de Conformité Fiscale (ECF) Tax compliance examination service that reviews fiscal declarations to limit risks of tax audits.

Quantifiable outcome

• Index 2025 - Gender equality score of 91/100
• +2 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Open P2i Angers Arena LoirecoreGTM or Marketing Partner · 10 December 2022CAEXIS is a partner of the Open P2i Angers Arena Loire tournament for 3 years. The partnership was initiated through entrepreneur Emmanuel Picot and presented by Matthieu Blesteau (Rivacom Events). The firm supports the sporting event as part of its regional sports promotion strategy, inviting clients, collaborators, and partners.
• EAB Angers BasketcoreGTM or Marketing PartnerCAEXIS sponsors EAB (Étoile Angers Basket) as part of its commitment to promoting local sports in the Angers region. The firm supports various sports clubs to engage with the business community.
• UFAB 49coreGTM or Marketing PartnerCAEXIS has been a partner of UFAB 49 (women's basketball) for over 5 years. The firm sponsors the team and has previously featured player Tiffany Clarke as a team mascot.
• Cholet BasketminorGTM or Marketing PartnerCAEXIS partners with Cholet Basket basketball team, supporting local sports in the Cholet region where the firm opened an office in 2022.
• SCO RugbyminorGTM or Marketing PartnerCAEXIS sponsors SCO Rugby (Stade Choletais Rugby) as part of its regional sports sponsorship program.
• Harmonie PannetierminorGTM or Marketing PartnerCAEXIS is a patron/sponsor of Harmonie Pannetier, a music harmony in Brissac-Loire-Aubance. The firm supports their year-end concerts featuring over 70 amateur musicians.
• Multiple Sports ClubsminorGTM or Marketing PartnerCAEXIS supports additional local sports and cultural organizations including: Festiv Harmonie (music), HBC Authion (handball), Golf de Saint Sylvain d'Anjou (golf), ESAB Brain Andard (basketball), Thouarcé Futsal Club (futsal), and US Beaufort Football (football).
• NRMVminorGTM or Marketing PartnerCAEXIS was a partner of NRMV (volleyball team), providing live match broadcasts and support for the volleyball club.
• Colombelles Rose Trip / Enfants du désertminorGTM or Marketing PartnerCAEXIS supported the Association Colombelles Rose Trip, an all-female orientation trek in the Moroccan desert. Funds raised support the 'Enfants du désert' association focused on children's education in desert regions.

Scale indicators4 records

Recent moves16 records

Expansion highlights5 records

Emerging players

• Pennylane: French fintech-built all-in-one financial management platform for SMEs and accountants, automating bookkeeping, invoicing, and tax. It targets the same SME client base as CAEXIS and increasingly partners with — or displaces — traditional chartered accountants.

Broad incumbents

• Deloitte France: Big Four firm with French offices providing audit, tax, consulting, and advisory services to a broad client spectrum; competes with CAEXIS for larger SME clients and mid-market mandates in the same geographic markets.
• BDO France: Mid-tier international accounting network with significant French presence offering audit, tax, and advisory to SMEs and mid-market companies; competes with CAEXIS for higher-end regional clients but operates at a much larger scale.
• Mazars: International audit, tax, and advisory firm with French roots and a strong mid-market focus; competes with CAEXIS for SME and mid-market clients requiring audit-grade services, particularly in western France.
• Baker Tilly France: Mid-tier international accounting and advisory network with French offices delivering audit, accounting, tax, and consulting services to mid-market clients — competing for many of the same SME and entrepreneur segments as CAEXIS.
• KPMG France: Big Four firm with extensive French presence serving SMEs, mid-market, and large enterprises across audit, tax, and advisory; competes with CAEXIS at the upper end of its SME and mid-market client base in western France.
• Grant Thornton France: Mid-tier international accounting network with multiple French offices serving SMEs and mid-market clients with audit, tax, and advisory services — overlapping with CAEXIS's service portfolio but with national and international reach.

Direct peers

• In Extenso: French accounting and advisory network serving SMEs and small-mid market businesses across multiple regions, with a comparable multi-office, multi-service model (accounting, payroll, legal, advisory) very similar to CAEXIS's bundled offering.
• Cerfrance: Federation of French chartered accountants historically focused on agricultural and small business clients, with regional associations providing accounting, tax, payroll, and advisory services — directly overlapping with CAEXIS's SME and sector-specific client base.
• Fiducial: Large French group offering accounting, payroll, legal, and advisory services to very small businesses and SMEs through a national multi-office network; directly comparable to CAEXIS in service mix and SME focus, but with substantially greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/caexis
• Facebookfacebook.com/people/Caexis/61554407080620

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 CAEXIS