AX-Fiduciaire is an official Odoo partner in Switzerland, based in Geneva. Our positioning is unique on the market: we combine the expertise of a licensed fiduciary — accounting, taxation, payroll management — with the technical mastery of a certified Odoo ERP integrator. The result: your Odoo ERP is configured from day one in compliance with Swiss law, by professionals who understand both CO accounting standards and the inner workings of the platform.
Whether you are a growing SME looking to structure your processes, a start-up wanting to start with a professional tool, or a company wishing to migrate from Bexio, Crésus or Excel, we support you from the initial audit to ongoing support, including configuration, data migration and training of your teams.
What is Odoo?
Odoo is a modular and scalable open-source business management software (ERP — Enterprise Resource Planning), published by the Belgian company Odoo SA. With more than 12 million users worldwide and 82+ application modules, Odoo is today one of the most widely deployed management platforms in the world, across all company sizes.
Its strength lies in its modular architecture: you activate only the modules you need (accounting, invoicing, CRM, inventory, payroll, website, e-commerce, etc.), and enrich them as your business grows. All modules share a common database, which eliminates double entry and provides a consolidated real-time view.
For Swiss SMEs, Odoo represents the credible alternative to heavy and expensive ERPs such as SAP or Oracle, at a fraction of the cost and with a much faster implementation. It is available in two editions:
- Odoo Community: free open-source version, feature-rich, without licence subscription
- Odoo Enterprise: commercial version with advanced modules, official Odoo SA support, regulatory compliance (including Swissdec), guaranteed updates and cloud hosting via Odoo.sh
Our Odoo Services
AX-Fiduciaire covers the entire lifecycle of an Odoo project, from design to maintenance, systematically integrating Swiss law specificities.
Tailored Odoo Implementation
We analyse your business processes, select the appropriate modules, configure Odoo according to your management rules and migrate your existing data. Each project is managed by a dedicated project manager and a fiduciary functional expert. Learn more about Odoo accounting implementation →
Swiss Accounting with Odoo
Configuration of the Swiss SME chart of accounts, setup of Swiss VAT (rates 8.1%, 2.6%, 3.8%), activation of the QR-invoice with QR-IBAN, automatic bank reconciliation, annual closing compliant with the CO. Discover Odoo Accounting →
Payroll & HR Swissdec
Configuration of Swiss payroll compliant with Swissdec 5.0: AHV/IV/EO, ALV, BVG, UVG, UVGZ, KTG, withholding tax, salary certificates. Electronic transmission to compensation funds. Discover Odoo Payroll & HR →
CRM & Sales
Sales pipeline management, quotes and orders, client follow-up, follow-up automations, integration with accounting. Your sales team and your accounting team finally speak the same language. Discover Odoo CRM & Sales →
Inventory & Purchasing
Multi-warehouse stock management, supplier purchase orders, receipts, replenishment rules, traceability by batch/serial number. Direct integration with accounting for automatic stock valuation. Discover Odoo Inventory & Purchasing →
Migration to Odoo
Are you currently using Bexio, Crésus, Abacus or another system? We handle the complete migration of your data (clients, suppliers, products, accounting history, opening balances) to Odoo, with validation and testing before cut-over. Discover our migration service →
Odoo Training
Tailored training for your teams: getting started with deployed modules, best practices, administrator training. In-person sessions in Geneva or via videoconference, with personalised materials. Discover our Odoo training →
Support & Maintenance
Monthly support contracts, user assistance, version updates, bug fixes, functional developments and Swiss regulatory monitoring (new VAT rates, Swissdec, etc.). Discover our support packages →
The Odoo Modules We Implement
Odoo covers all business management domains. Here are the modules we deploy most frequently for our Swiss clients:
| Domain | Modules | Primary Use |
|---|---|---|
| Finance | Accounting, Invoicing, Expenses, Budgets | Complete accounting management, Swiss SME chart of accounts, VAT, QR-invoice |
| Sales | CRM, Sales, Point of Sale, Subscriptions | Sales pipeline, quotes, orders, recurring client billings |
| Human Resources | Payroll Swissdec, HR, Time & Attendance, Leave | Swiss payroll, salary certificates, absence management |
| Operations | Inventory, Purchase, Manufacturing, Projects | Stock, procurement, production, project management |
| Marketing & Web | Website, E-commerce, Email Marketing | Online presence, online shop, email campaigns |
| Productivity | Documents, Approvals, Electronic Signature | Document management, approval workflows, digital signatures |
This modular architecture allows you to start with the essential modules and progressively activate additional features as your needs evolve, without any disruption or costly migration.
Odoo Compliance with Swiss Standards
This is precisely where our dual fiduciary + Odoo competence makes all the difference. We do not merely install Odoo: we configure it to be immediately compliant with Swiss legal and accounting requirements.
Swiss SME Chart of Accounts (KMU/PMC)
Odoo comes with a generic chart of accounts. We replace it with the Swiss SME chart of accounts (formerly Käfer), structured in classes 1 to 9, compliant with articles 957 to 964 of the Code of Obligations. Each account is configured with the correct tax properties and appropriate VAT mappings.
Swiss VAT — Automated AFC Declarations
The Swiss VAT has three main rates since 1 January 2024:
- Standard rate: 8.1% (the vast majority of supplies)
- Special hotel rate: 3.8% (accommodation)
- Reduced rate: 2.6% (foodstuffs, books, medicines, newspapers)
We configure all VAT codes in Odoo, mappings by type of supply and exemption rules. Odoo's VAT declaration module automatically generates the compliant AFC return form (Federal Tax Administration), which you simply need to validate and submit.
QR-Invoice with QR-IBAN
Since 1 October 2022, the QR-invoice is mandatory for payments in Switzerland. Odoo natively generates invoices with the Swiss QR code, integrating the QR-IBAN, amount, reference and bank details. Receipt of payments via QR-IBAN is also managed through bank statement imports (camt.054).
Swissdec 5.0 for Payroll
Swissdec is the Swiss standard for the electronic exchange of payroll data between companies and institutions (AHV compensation funds, withholding tax, FSO). Odoo Enterprise integrates Swissdec 5.0 certification, enabling direct electronic transmission of payroll declarations, generation of salary certificates (official form) and withholding tax declarations by canton.
Bank Payments — pain.001 & camt.054
Odoo handles Swiss and SEPA banking standards:
- pain.001: standard XML format for sending payment orders to your bank (PostFinance, UBS, Raiffeisen, etc.)
- camt.054: bank account statements for automatic reconciliation of received payments
- camt.053: balance and movement statements for bank reconciliation
These integrations considerably reduce manual entry and payment errors.
Swiss GAAP FER / CO / IFRS
Depending on the size and obligations of your company, we configure Odoo to comply with:
- CO accounting law (art. 957-964): minimum framework applicable to all Swiss companies
- Swiss GAAP FER (Accounting and Reporting Recommendations): for companies subject to ordinary audit or wishing for accounts giving a reinforced true and fair view
- IFRS: for international groups or Swiss subsidiaries of listed groups
Multi-Currency CHF / EUR / USD
As Switzerland sits at the heart of Europe, many SMEs invoice in EUR and USD in addition to CHF. Odoo natively handles multi-currency with automatically updated exchange rates (via SNB rates or other sources), automatic revaluation of foreign currency items at year-end and financial reports in the CHF reference currency.
Multi-Company
If you manage several legal entities (group of companies, holdings, subsidiaries), Odoo allows you to manage all of them in a single instance with separate access rights, inter-company consolidation and automatic elimination of intra-group transactions.
Our Odoo Project Methodology
We apply a structured six-step approach, proven across numerous Swiss SME projects:
Step 1 — Analysis of Your Needs
Before any commercial proposal, we dedicate an initial analysis session (in person in Geneva or via videoconference) to understand your business, your current processes, your pain points and your objectives. We analyse your data volumes, your existing integrations and your specific regulatory constraints (sector, company type, VAT obligations, Swissdec certifications, etc.).
Step 2 — Solution Proposal & Quote
Based on the audit, we provide a detailed solution proposal: selected modules, technical architecture, project schedule, milestones, deliverables and a transparent quote. We explain the choices made and their alternatives, so that you can make an informed decision.
Step 3 — Configuration & Customisation
Our Odoo consultants configure the platform according to your management rules: Swiss chart of accounts, VAT codes, payment terms, document templates (invoices, purchase orders, contracts), approval workflows, dashboards. Specific developments (if required) are carried out in accordance with Odoo best practices to ensure maintainability during updates.
Step 4 — Data Migration
Migration is a critical step that we handle with a rigorous method:
- Extraction and cleansing of source data (clients, suppliers, products, accounting history)
- Transformation to Odoo format and loading into the test environment
- Validation by your teams and correction of anomalies
- Final migration to production with a complete prior backup
- Verification of opening balances in agreement with your former solution
Step 5 — Team Training
We train each user profile on the modules that concern them: accountants, sales staff, stock managers, HR. Training sessions are adapted to your specific configuration and not to a generic Odoo. Personalised training materials are provided to facilitate the onboarding of new staff members.
Step 6 — Ongoing Support
After go-live, we remain by your side. Our team handles bug fixes, functional developments, Odoo version updates and configuration updates when Swiss regulations change. As your fiduciary, we are also your single point of contact for accounting, taxation and payroll in Odoo.
Why Choose a Fiduciary to Implement Odoo?
Most Odoo integrators are IT companies. They master the technical side, but they are not accountants and do not know the subtleties of Swiss law. This can lead to incorrect VAT configurations, errors in Swissdec payroll parameters or poorly adapted charts of accounts — problems that you sometimes only discover during a tax audit.
AX-Fiduciaire brings a dimension that IT-only integrators cannot offer:
Knowledge of Swiss Accounting Standards (CO 957-964)
We know the legal obligations for keeping accounts, the principles of account presentation, asset valuation rules and the requirements of the Code of Obligations. Your Odoo will be configured from day one in compliance with these standards, without you needing an external accountant to "correct" what the integrator mis-configured.
Mastery of Swiss Tax Law
VAT, cantonal and federal corporate income tax, withholding tax, stamp duties, anticipatory tax — we master the entire Swiss tax framework. This translates concretely in Odoo into correct VAT codes, compliant AFC returns and accurate payroll declarations.
Single Point of Contact for Finance AND IT
With AX-Fiduciaire, you do not need to act as intermediary between your accountant and your Odoo integrator. We are both at once. When an accounting question arises in Odoo (how to book a particular type of service? how to configure a particular VAT rule?), we have the immediate answer.
Compliance Guarantee from Day 1
When a regulatory change occurs — new VAT rate, Swissdec evolution, modification of withholding tax rules — we update your Odoo configuration at the same time as we update your fiduciary procedures. You have nothing to do.
Service Continuity
If you also entrust us with your accounting, your payroll management or your taxation, we work directly in your Odoo. No Excel files exchanged by email, no double entry: everything is centralised in a single tool, managed by a single team.
Our conviction: an ERP that is poorly configured from an accounting or tax perspective can create more problems than it solves. The value of a fiduciary Odoo integrator lies precisely in this ability to ensure that technology serves compliance, and not the other way around.
Who Are Our Odoo Services For?
Our Odoo offering is designed for companies that need a structured, scalable management tool that complies with Swiss standards:
Swiss SMEs (5 to 200 employees)
SMEs are the core of our Odoo client base. They seek to structure their processes, eliminate disparate tools (accounting in one software, CRM in another, stock in Excel) and have a consolidated view of their business. Odoo perfectly meets this need with an unbeatable value for money.
Growing Start-ups
Starting with the right tool from the beginning means avoiding a painful and costly migration in two years' time. Odoo can accompany a start-up from its first clients to several hundred employees without changing platform. We offer streamlined configurations adapted to young companies, with a controlled entry cost.
Multi-Company Enterprises
Groups of companies, holdings and structures with several legal entities particularly benefit from Odoo's multi-company feature: centralised management, automatic consolidation, intercompany, differentiated access rights per entity.
International Companies with a Swiss Subsidiary
Swiss subsidiaries of international groups must reconcile the group's reporting requirements (often in EUR, in IFRS or US GAAP) with Swiss accounting and tax obligations (CO, Swiss VAT, Swissdec). Odoo handles this duality natively. Our fiduciary expertise guarantees local compliance while producing the reports expected by the parent company.
Companies in Specific Sectors
We have deployed Odoo in many sectors: professional services (consulting firms, agencies, engineering offices), trading and distribution, e-commerce, associations and foundations, construction and real estate sector, light industry and manufacturing. Each sector has its specificities that we take into account during configuration.
Odoo and Your AX Fiduciary: an Integrated Collaboration
One of the most concrete advantages of working with AX-Fiduciaire for your Odoo is the fluidity between the tool and the fiduciary services. Concretely:
- Your AX accountant works directly in your Odoo for entry, reconciliation and closing — zero file export/import
- Your AX payroll manager processes salaries in the Odoo Payroll module, with direct Swissdec transmission — no double entry in external software
- For your annual tax declaration, all the necessary figures are already in Odoo — considerable time saving
- If you are registered for VAT, we submit your returns directly from Odoo to the AFC — no re-entry
- For company formation, we configure Odoo from the day of registration so you start with the right tool from day one
Our Presence in Geneva and German-speaking Switzerland
AX-Fiduciaire is based in Geneva and supports clients throughout French-speaking Switzerland (Vaud, Valais, Fribourg, Neuchâtel, Jura). Our Odoo consultants travel for audit, training and go-live phases. Support and maintenance are provided remotely via our dedicated ticketing platform.
Geneva, as an international economic hub, concentrates numerous subsidiaries of foreign groups, international organisations and export-oriented SMEs. Our expertise in Swiss standards combined with Odoo mastery makes us a natural choice for these companies that must reconcile local requirements with international standards.