Actigestion

What Actigestion does

Actigestion is a Villeurbanne-based (Lyon metropolitan area, France) professional services firm that delivers outsourced financial and administrative direction to TPE and PME — very small and small/medium-sized enterprises. Founded by Christophe Lefèvre (President) and Bernard de Salins (Managing Director), with Raphaël Wallut as Managing Partner, the firm operates under the Ordre des Experts-comptables regulatory framework and is positioned as a member of a multi-firm ecosystem that includes ActiExpert (accounting, statutory audit, wealth advisory) and ActiPublic (public-sector management support). The firm serves more than 30 TPE/PME clients on a daily basis and operates exclusively within the Auvergne-Rhône-Alpes region of France.

The service portfolio comprises three integrated modules — Direction financière externalisée (outsourced financial leadership), Accompagnement administratif (administrative support covering social, operational accounting, and annual accounts), and Gestion fiscale, sociale et juridique (fiscal, social, and legal compliance) — delivered through a four-phase methodology (Cadrage, Organisation, Pilotage, Suivi). Underlying technology is limited to the SAISIE ACD data-entry platform (acd.intuitu.fr/isuiteexpert); no proprietary platform, API, integrations, or AI/ML capability is disclosed, and the firm is publicly positioning around France's 2026 mandatory electronic-invoicing regime as a forthcoming compliance service.

Revenue is generated through managed-service, quote-based recurring contracts tailored to client scope and complexity, with pricing not publicly disclosed. The go-to-market is sales-led and direct: founders and partners drive personalized outreach via email ([email protected]) and meeting requests, supplemented by LinkedIn presence for the named principals. Customer segmentation is horizontal (single size tier), distribution is domestic single-country, and no marketing reach beyond organic professional social is observable.

Name

Actigestion

Legal name

Actigestion

Website

https://actigestion.eu

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Actigestion is a Villeurbanne, France-based chartered-accountant firm that delivers outsourced financial and administrative direction services to more than 30 small and medium-sized enterprises through a structured scoping-to-follow-up methodology.

Ownership category

akta.pro rank

Headquarters

HQ city

Villeurbanne

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Externalized Financial and Administrative Direction Services: Ongoing professional services providing outsourced CFO and administrative direction to TPE/PME. Services include operational accounting, social/HR administration, fiscal compliance, legal coordination with banks and legal counsel, and annual accounts preparation. Revenue is generated through recurring service contracts tailored to client scope and complexity.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Actigestion provides outsourced financial and administrative direction services dedicated to TPE/PME (very small and small/medium enterprises) in France. The offering combines three integrated modules: outsourced financial leadership (Direction financière externalisée), administrative support covering social, operational accounting and annual accounts, and fiscal, social and legal compliance management. Services follow a structured methodology (Cadrage, Organisation, Suivi) and coordinate with external legal advisors and banks on a defined scope.

Product overview

Actigestion offers a unified outsourced financial and administrative direction service for TPE/PME enterprises. The core offering combines three integrated service modules: Direction financière externalisée (outsourced financial leadership), Accompagnement administratif (administrative support covering social, operational accounting, and annual accounts), and Gestion fiscale, sociale et juridique (fiscal, social, and legal compliance management). Services follow a structured three-phase approach: CADRAGE (scoping and priorities), ORGANISATION (process and responsibilities), and SUIVI (ongoing monitoring and coordination). The SAISIE ACD tool is referenced as an operational data entry component. Electronic invoicing compliance is an upcoming regulatory requirement.

Differentiator

Problem solved

Functional benefit

Products and services

• Direction financière externalisée Outsourced financial direction service providing leadership and strategic financial management for TPE/PME businesses, including growth monitoring and structural management of the company's support functions.
• Accompagnement administratif
• Gestion fiscale, sociale et juridique

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• ActiExpertcoreStrategic or Co-development PartnerActigestion is part of an ecosystem including ActiExpert, which provides expertise in accounting (expertise comptable) and audit (commissariat aux comptes), as well as wealth management consulting and management services.
• ActiPublicminorStrategic or Co-development PartnerActiPublic specializes in management support and project assistance for the public sector, complementing Actigestion's private sector TPE/PME focus.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Pennylane: Pennylane is a French fintech platform offering integrated accounting, financial management, and outsourced CFO services to SMBs and accounting firms. It serves as a digital-native, technology-enabled alternative to traditional outsourced financial direction providers like Actigestion.
• Dougs: Dougs is a digital-first French accounting and financial management platform targeting TPE/PME and freelancers. It competes with Actigestion's manual outsourced model through a tech-enabled, lower-cost alternative in the same SMB outsourced accounting segment.
• Indy: Indy is a French digital accounting and administrative automation platform for freelancers and very small businesses. It targets the same TPE segment as Actigestion but competes through a self-service, software-led model rather than dedicated outsourced teams.
• Cegid Loop: Cegid Loop is a French cloud-based accounting and financial management solution designed for SMBs and accountants. While primarily software-focused, it competes for the same outsourced accounting and administrative workload that Actigestion delivers to TPE/PME.

Direct peers

• ORCOM: ORCOM is a French mid-tier accounting, audit, and advisory firm focused on SMBs, mid-market, and public-sector clients. It directly parallels Actigestion's combination of outsourced financial direction, expertise comptable, and multidisciplinary support for TPE/PME.
• Fiducial: Fiducial is one of the largest French providers of accounting, legal, payroll, and business advisory services to very small businesses and SMBs. It competes head-to-head with Actigestion in outsourced administrative and financial direction for TPE/PME.
• In Extenso: In Extenso is a major French accounting and consulting network dedicated to TPE/PME and small business owners. It directly competes with Actigestion in outsourced financial direction, accounting, and advisory services for the same SMB target segment across France.
• Baker Tilly France: Baker Tilly France provides accounting, audit, and outsourced financial services to mid-market and SMB clients. It overlaps directly with Actigestion's outsourced financial direction and administrative support offerings for French TPE/PME.

Broad incumbents

• BDO France: BDO France is a large international accounting and advisory network with a strong mid-market and SMB practice. It provides outsourced accounting, CFO services, and business advisory that overlaps with Actigestion's core offerings for French TPE/PME.
• KPMG France: KPMG France is a Big Four professional services firm providing audit, tax, advisory, and outsourced finance services across all client sizes. Its SMB and mid-market practice overlaps with Actigestion's outsourced financial direction services, though it serves a much broader portfolio of larger clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/actigestionlyon

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Actigestion