Gaapex Sàrl

What Gaapex Sàrl does

Gaapex Sàrl is a Swiss fiduciary (fiduciaire / Treuhand) firm founded in 2015 and headquartered in Lausanne, with additional offices in Zürich and Bern operated through its sister entity Gaapex GmbH. The firm provides accounting, tax, and corporate finance services to three customer segments: start-ups requiring end-to-end administrative and incorporation support, small and medium-sized enterprises (PMEs) needing ongoing bookkeeping, financial reporting, and tax compliance, and international companies requiring multi-standard consolidation (Swiss GAAP RPC, IFRS, US GAAP) and cross-border tax expertise. Service delivery is trilingual (French, German, English) to serve both linguistic regions of Switzerland, and the firm is positioned as a digital-first alternative to traditional Swiss fiduciaries.

The firm's technology stack is built primarily on the Odoo ERP platform, for which it acts as an integration partner offering Swiss-compliant configurations including QR-billing (ISR/BVR), automated invoice scanning with AI-driven data extraction, multi-format bank statement imports (CAMT.053, OFX, CSV), automated bank reconciliation, and custom Odoo dashboards for real-time financial monitoring. A secondary partnership with Zoho provides an alternative cloud accounting option. Adjacent service lines extend into higher-margin advisory work: interim CFO staffing, financial and operational due diligence for M&A and investor transactions, group consolidation, and VAT/tax optimization across all Swiss cantons.

Commercially, Gaapex operates as a professional services firm with no publicly disclosed pricing, billing on a per-project, hourly, or multi-year retainer basis depending on engagement scope. The go-to-market combines content marketing (multilingual blog on IFRS, VAT, and Swiss corporate law) with direct consultative sales and an online appointment-booking tool. The firm has no external funding, no parent company, and 8 total employees distributed across its three offices, indicating a small but operationally distributed professional services model.

Name

Gaapex Sàrl

Legal name

Gaapex Sàrl

Website

https://gaapex.ch

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Gaapex Sàrl is a Swiss fiduciary firm (Lausanne, Zürich, Bern) providing digital-first accounting, tax, consolidation, interim CFO, and due diligence services to start-ups, SMEs, and international companies across Switzerland, built primarily on Odoo ERP.

Ownership category

akta.pro rank

Product category

Fiduciary and Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Finance Services (6199)

akta.pro primary industry

Tax Compliance, Filing & VAT/GST Automation (SME) (FSAGAJAJ)

Keywords

• Swiss fiduciary services
• Outsourced bookkeeping
• Financial reporting services
• Tax advisory services
• Interim CFO services

Headquarters

HQ city

Lausanne

HQ country

Switzerland

HQ region

Europe

Offices3 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 Bookkeeping Services: Gaapex provides ongoing accounting maintenance, bookkeeping outsourcing, and financial statement preparation services. Revenue is generated through recurring professional service engagements billed on a project or retainer basis.
2. Tax and VAT Advisory: Corporate tax compliance, VAT advisory, tax return preparation, and tax optimization consulting services for Swiss entities.
3. CFO Advisory and Financial Consulting: Interim CFO services, financial reporting, management accounting, and strategic finance consulting for growing companies.
4. Company Formation Services: Legal entity setup and incorporation services for new Swiss companies including SA (stock corporation) and Sàrl (limited liability company) formations.
5. Due Diligence: Financial and accounting due diligence services for mergers, acquisitions, and investor transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Gaapex Sàrl is a Swiss fiduciary firm delivering outsourced accounting, bookkeeping, financial reporting, group consolidation (IFRS and Swiss GAAP RPC), Swiss tax and VAT advisory, interim CFO, due diligence, and company formation services. The firm serves startups, SMEs, and international groups operating in Switzerland, leveraging Odoo (and selectively Zoho) cloud accounting platforms to deliver semi-automated, digital-first finance services from offices in Lausanne, Zürich, and Bern.

Product overview

Gaapex Sàrl operates as a Swiss fiduciary (fiduciaire/treuhand) offering a suite of accounting, tax, and corporate finance services. Their portfolio centers on core fiduciary services including bookkeeping and accounting (Comptabilité), financial reporting and annual accounts (États Financiers), group consolidation, tax and VAT advisory (Fiscalité et TVA), interim CFO services, due diligence, and company formation. They deliver these services supported by technology, notably through Odoo ERP integration with dedicated Odoo Dashboards for financial reporting, enabling semi-automated accounting workflows for clients in startups, SMEs, and international companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Comptabilité (Accounting and Bookkeeping Services) Core accounting and bookkeeping services including account maintenance and monthly, quarterly, and annual closings, with automation tools ranging from on-demand support to full outsourcing. Targeted at Swiss companies that need ongoing financial record-keeping.
• États Financiers (Financial Reporting) Verification of client-entered transactions, preparation of annual closings and financial statements, and monthly or quarterly reporting for consolidation purposes. Targeted at Swiss companies that need statutory financial reporting.
• Dashboards Odoo (Odoo Dashboard Reporting) Custom Odoo-based dashboard reporting services integrated with the accounting stack to provide real-time financial monitoring and visualization for clients.
• Consolidation (Group Financial Statements)

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability2 records

Feature3 records

Partnerships

One partnership is on record.

• OdoocoreTechnology or IntegrationOdoo is Gaapex's primary accounting software platform partner. Gaapex implements and manages Odoo ERP for client accounting, offering services including setup, customization, automated invoice processing, bank reconciliation, and custom dashboard development. The firm is an Odoo integration partner providing Swiss-compliant accounting configurations.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Others

• Odoo SA: Open-source ERP platform and Gaapex's primary technology partner; comparable as an ecosystem participant whose partner program, pricing, and roadmap directly shape Gaapex's service economics and competitive positioning.

Broad incumbents

• BDO Switzerland: Large international accounting and advisory network in Switzerland offering audit, tax, and fiduciary services; competes with Gaapex on SME and mid-market advisory mandates at a higher price tier.
• PwC Switzerland: Big 4 firm providing assurance, tax, and advisory services across Swiss and international clients; overlaps with Gaapex on IFRS/US GAAP advisory and consolidation work for international groups.
• EY Switzerland: Big 4 firm with strong Swiss fiduciary, tax, and transaction advisory practice; competes with Gaapex for international groups operating in Switzerland and on due diligence mandates.
• KPMG Switzerland: Big 4 firm offering audit, tax, and advisory services in Switzerland; comparable in capability (IFRS, consolidation) but operates at a fundamentally different scale and client segment than Gaapex.

Emerging players

• Bexio: Swiss cloud accounting SaaS platform targeting SMEs and start-ups; competes with Gaapex's bookkeeping and reporting services via a pure-software model, often leading to client self-service rather than outsourcing.
• Abacus Research: Swiss ERP and business software provider with deep penetration among fiduciary firms; comparable to Gaapex's Odoo specialization in that both compete for the integration layer between accounting software and Swiss compliance requirements.

Direct peers

• Run My Accounts: Swiss digital bookkeeping and accounting services firm offering outsourced accounting with cloud-based tools; directly comparable to Gaapex in serving Swiss SMEs and start-ups with technology-enabled fiduciary services.
• Boss Info: Swiss Odoo ERP partner providing implementation and accounting integration services, including Swiss-compliant configurations; competes with Gaapex on the Odoo-fiduciary intersection for SME clients.

Regional players

• Infoniqa: Swiss provider of payroll, HR, and ERP/accounting software serving fiduciary firms and SMEs; comparable to Gaapex at the technology stack layer for Swiss-compliant accounting and bookkeeping workflows.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/Gaapex
• Facebookfacebook.com/gaapex.ch
• LinkedInlinkedin.com/company/gaapex-sarl

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

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 Gaapex Sàrl