Welcome to the Synergix FAQ. Here you’ll find clear, accessible answers about how we work, the services we provide, and the values that guide us.
For more than twenty years, Synergix has been supporting SMEs, NGOs and large organisations with their accounting, HR management and financial planning. As a digital fiduciary based in Geneva, we combine human expertise with proprietary technology to simplify administrative processes and strengthen our clients’ performance.
This page brings together the most frequently asked questions about our services, accounting compliance in Switzerland, and our IODD platform. You will also learn more about our technological approach, our reporting tools, and the way we support NGOs, associations and foundations in meeting their financial obligations. We also provide tailored solutions for SMEs and complex organisations.
Our aim is simple: to help you clearly understand how we work, what we guarantee, and how our approach differs from that of a traditional fiduciary. At Synergix, clarity, transparency and innovation are at the heart of every collaboration — so you can move forward with complete confidence.
Synergix is a next-generation Swiss fiduciary based in Geneva, founded in 2001. We support SMEs, NGOs and large organisations with their accounting, HR management and financial performance.
In short:
Local expertise: strong Swiss roots and full compliance with national standards.
Proprietary technology: our in-house platform, IODD, centralises your accounting and HR data in real time.
Strong values: proximity, precision and innovation.
Our mission: to simplify administrative complexity so you can focus on what truly matters — your core business.
Synergix goes beyond traditional bookkeeping.
We combine human expertise, strategic advice, and proprietary technology to deliver a complete and personalised service.
Our solutions are modular and adapted to every organisation, whether you are an SME, an NGO or a large company.
Our in-house tools ensure full data traceability and smooth collaboration with our clients.
This integrated approach enables more agile, accurate and performance-driven accounting management, making Synergix far more than a fiduciary — a true financial management partner.
Outsourcing your accounting with Synergix allows you to:
Ensure accounting compliance with Swiss standards (Code of Obligations, Swiss GAAP RPC).
Reduce administrative workload and internal costs.
Access your financial data in real time through the IODD platform for precise and transparent monitoring.
In short, you gain time, accuracy and a clear view of your finances — all while ensuring full compliance with Swiss legal requirements.
Synergix offers comprehensive accounting support in Switzerland — from bookkeeping to tax filings — including the recording and accounting follow-up of debtors and creditors.
Our services include:
Our Geneva-based experts ensure full legal compliance and complete transparency, supported by our secure IODD platform, which provides real-time access to all your financial data.
No. At Synergix, outsourcing is designed as a comprehensive and integrated partnership.
We do not offer fragmented services limited to isolated accounting tasks. Our goal is to ensure a coherent, compliant and consistent view of your entire accounting process.
In certain specific cases, we may handle targeted elements — such as VAT filings — for entities whose full accounting we do not manage, provided that all necessary data and supporting documents are supplied.
Why this approach?
To ensure a consolidated and reliable view of your finances.
To maintain full legal and accounting consistency at every stage.
To prevent errors caused by fragmented processes.
To offer a smooth experience through IODD, our platform that centralises your data in real time.
With Synergix, you gain a complete partner, not just a service provider — the foundation of sound, precise and future-focused financial management.
Outsourcing your accounting helps you ensure compliance, reduce costs, and save time.
With Synergix, you benefit from:
Guaranteed compliance with Swiss standards (Code of Obligations, Swiss GAAP RPC) and cantonal requirements.
Peace of mind, with every step verified and securely archived.
Digital access to your data 24/7 through our IODD platform.
The result: you can stay focused on your strategy while we handle your finances with reliability, precision and a proactive approach.
Yes. Our teams are made up of qualified accountants and experienced professionals specialised in Swiss accounting and reporting standards.
Full mastery of the Code of Obligations (CO) and Swiss GAAP RPC standards.
Multi-sector experience across SMEs, NGOs and corporate groups.
Clear, timely and compliant deliverables.
Strict and audited internal procedures ensuring quality and reliability.
We guarantee Swiss accounting that is compliant, transparent and trustworthy.
Yes. Our team is made up of qualified accountants and experienced professionals specialised in Swiss accounting standards.
Expert knowledge of the Swiss Code of Obligations (CO) and Swiss GAAP RPC.
Multi-sector experience across SMEs, NGOs and corporate groups.
Clear, punctual and compliant deliverables.
Rigorous internal procedures regularly reviewed and audited.
We guarantee Swiss accounting that is compliant, transparent and reliable.
Synergix manages payroll and personnel administration in Switzerland, helping you simplify your social and administrative obligations.
Our services include:
Preparation of payslips.
AVS, LPP and other social insurance statements.
Declarations to social funds and authorities.
Management of work permits and legal obligations.
Monitoring of absences and leave.
Ongoing HR support and assistance during audits.
With our proprietary IODD platform, your HR processes are digitalised, centralised and fully secure, ensuring smooth and transparent management.
Data security is at the heart of our commitment.
All data is hosted in Switzerland, in certified data centres.
Access is strictly controlled and traceable.
The IODD platform provides a secure, encrypted space for all exchanges.
You benefit from a confidential and compliant environment, fully aligned with both nLPD and the GDPR.
We prepare and provide all documents related to payroll management and social security obligations, including:
Payslips and salary journals.
Salary certificates for employees.
Annual statements (AVS, LPP, withholding tax).
Social and tax declarations submitted to the relevant authorities.
Work permit documentation.
Files and supporting documents required for HR audits.
All documents are prepared and securely archived in IODD, ensuring fast, centralised access fully compliant with Swiss requirements.
Yes. We assist you before, during and after the audit to ensure a smooth and compliant process.
Our support includes:
Thanks to our experience, your audits become more efficient, reliable and time-saving, giving you peace of mind throughout the process.
Yes. Our HR specialists are available to answer your questions by phone, email or video call.
We provide guidance on:
Swiss employment regulations (managing absences, leave, work certificates, etc.).
Social insurance administration and coordination.
Administrative and regulatory obligations.
You’ll have a reliable and responsive contact person, ready to assist you with your daily HR challenges.
No. At Synergix, we provide comprehensive and continuous outsourcing rather than occasional support.
Why not ad-hoc services?
To ensure full consistency between payroll, declarations and reporting.
To avoid errors caused by fragmented management.
Because our clients seek a long-term partner, not a temporary solution.
Our model is built on integrated and sustainable management, ensuring reliability and continuity throughout the year.
Synergix operates with continuous regulatory monitoring and a rigorous compliance framework.
Every legislative change is immediately integrated into our processes to ensure timely and accurate updates.
You therefore benefit from constant, secure and up-to-date compliance, free from stress or unexpected issues.
At Synergix, technology is at the core of our approach. It relies on the synergy between two key solutions:
IODD, our proprietary platform, which centralises, secures and tracks all your accounting, HR and financial data.
Qlik Sense, our data visualisation tool, which turns that data into dynamic, visual and customised dashboards.
IODD ensures the structure and real-time availability of your information — cash flow, margins, costs and profitability.
Qlik Sense, in turn, allows you to analyse and visualise this data through interactive dashboards tailored to your strategic needs.
Thanks to this technological complementarity, you benefit from:
Accurate and automated financial management,
A consolidated and reliable view of your operations,
And intuitive, accessible decision-making tools.
In short: IODD structures your data, and Qlik Sense brings it to life. Together, they transform information into a powerful driver of performance.
Yes. By combining IODD and Qlik Sense, we design tailor-made dashboards built around your specific needs and reporting structure.
Examples of tracked indicators include:
Budget monitoring by analytical dimensions.
Tracking of funds received in advance.
Monitoring of expenses by team or department.
These dashboards are dynamic, automatically updated and configured according to your priorities, giving you a clear, relevant and actionable view of your organisation’s financial performance.
Our financial management and reporting solution is aimed at organisations seeking greater transparency and simplified financial oversight.
It is particularly suited to:
Growing SMEs looking to professionalise their reporting.
NGOs required to meet the expectations of one or several donors.
Large companies with subsidiaries or complex organisational structures.
It is especially valuable for finance departments, executive management, steering committees and project managers who need reliable, consolidated and actionable financial insights.
Yes. Our dashboards are connected to a data warehouse that synchronises every night and updates automatically several times throughout the day.
You can access your KPIs online, 24/7, through a secure platform, giving you greater responsiveness and autonomy — without having to wait for manual reporting.
We follow a clear and structured process to ensure that your reporting is both relevant and efficient:
Scoping workshop: defining the key performance indicators and reporting needs.
Design of the analytical framework: building the structure tailored to your organisation.
Integration of dimensions into IODD and configuration within Qlik Sense.
Validation and automation of your dashboards.
Once your analytical structure is validated and your accounting data integrated, you gain access to a clear, reliable and scalable reporting system that supports effective decision-making.
Yes — this is one of the strengths of our internal approach.
Within Synergix, we cross-reference accounting and HR data (for example: departmental payroll costs, productivity and profitability) to enhance our own internal management and insights.
For our clients, Qlik Sense dashboards currently focus on accounting data only, ensuring analyses that are reliable, consolidated and relevant.
This foundation already provides a 360° view of financial performance, and we plan to gradually extend these analyses to include additional dimensions such as HR and project data.
Absolutely. With IODD and Qlik Sense, you gain a customisable, filtered view tailored to your organisational needs.
Each user benefits from a personalised view based on their role — whether they are a project manager, executive, or external auditor — ensuring clear, reliable and consistent financial oversight at every level.
Yes. For over 10 years, Synergix has supported numerous Geneva-based NGOs, giving us a deep understanding of the sector’s unique requirements.
Our expertise includes:
Our model combines agility and compliance, helping NGOs strengthen their financial governance and support sustainable growth.
Yes. We apply analytical accounting by dimension, allowing precise and transparent tracking of all funding sources.
Each expense is accurately allocated to the right project or donor.
Every project can be monitored individually, ensuring clarity and control.
Our dashboards provide a clear view of all funding streams, project balances and budget utilisation.
This ensures accountability, transparency and efficient financial management across all your projects.
Yes. We implement a dedicated analytical structure that operates independently from your chart of accounts.
Your original chart of accounts remains unchanged; we simply add an analytical layer that allows you to categorise and analyse your entries according to your needs — such as by mission, programme, geographical area or strategic objective.
This approach offers several advantages:
Cross-functional and detailed management of your activities.
Clear, accessible reports for management committees.
Simplified and structured reporting for financial partners and donors.
With our tools, these cross-analyses are fast, reliable and easy to use, without overcomplicating your chart of accounts.
Yes. We support you before, during and after the audit to ensure your accounts and documentation are complete and reliable.
Our assistance includes:
Updating and validating your accounts where needed.
Preparing the required documents and supporting evidence.
Providing administrative support throughout exchanges with auditors or donors.
With our multi-donor experience, we are familiar with the most common requirements and reporting formats. We help you anticipate key focus areas and present your data clearly and consistently, while remaining in the background during direct communication with donors.
Yes. We support you before, during and after the audit to ensure that your financial information is accurate and well presented.
Our assistance includes:
Updating and validating accounts where needed.
Preparing the required documents and supporting evidence.
Providing administrative support during interactions with auditors or donors.
With our experience across multiple donor-funded organisations, we are familiar with common formats and expectations. We help you anticipate potential points of attention and present your data clearly and coherently, while remaining in the background during direct exchanges with donors.
Yes. We have developed dedicated dashboards specifically designed for NGOs, associations and foundations.
They include:
These tools strengthen your governance, financial visibility and communication with stakeholders and funding partners.
Yes. We ensure a smooth and secure transition to Synergix.
Our process includes:
Retrieval and safeguarding of existing data.
Initial audit to assess your current setup.
Harmonisation of procedures for consistency and compliance.
Training your teams on our systems and collaboration processes.
You quickly gain clear, efficient and fully aligned management, with minimal disruption to your operations.
Our strength lies in the combination of three key pillars:
The result is a genuine administrative relief that allows you to focus on your core mission.
You gain in reliability, clarity and credibility, while we ensure your financial management remains compliant, efficient and transparent.
Outsourcing your administrative management to Synergix allows Swiss SMEs to save time, reduce errors, and lower fixed costs.
In practice, you benefit from the expertise of a digital fiduciary based in Geneva, processes that fully comply with Swiss standards, and real-time access to your data through IODD. This gives you more time to focus on your core business while we handle the complexity.
At Synergix, we simplify the administrative burden so that you can move forward with confidence and peace of mind.
Our pricing is transparent and tailored to your organisation. We offer monthly packages based on the volume of your transactions and your specific needs.
There are no hidden fees — you know exactly what you’re paying for and the value you’re receiving.
Contact us for a personalised offer suited to your company’s size and activity.
Yes. With our IODD platform, you have instant access to your dashboards, accounting documents and key financial indicators at any time.
You can monitor your activity without waiting for month-end or year-end closings, ensuring complete transparency and continuous visibility over your finances.
Yes. We support groups and holdings with multiple legal entities, both in Switzerland and internationally.
Our expertise covers intercompany consolidation, multi-currency management, elimination entries, and group-level reporting.
We adapt our methodology to your organisational structure, ensuring accuracy, consistency and full transparency in your consolidated financial data.
Yes. We manage HR portfolios ranging from 10 to 1,000 employees for Swiss entities.
Our expertise covers multilingual HR management, complex payroll calculations, leave tracking, HR reporting, social insurance declarations, and coordination with pension funds and insurance providers.
We handle the entire HR cycle using tools tailored to large organisations, ensuring accuracy, consistency and full compliance at every stage.
Yes. In addition to operational support, Synergix provides strategic consulting services to help organisations strengthen their financial management and decision-making.
Our expertise includes cost optimisation, management control structuring, cash flow forecasting, strategic KPI development, and the automation of recurring financial processes.
With our multi-sector experience and data-driven analytical approach, we bring valuable insight and efficiency to your finance and management teams.
Yes. Our IODD platform enables data to be filtered and aggregated by legal entity, while Qlik Sense allows reporting by custom dimensions or organisational axes, depending on your internal structure.
Each user has access to their specific scope, with the relevant indicators and the appropriate level of analytical depth.
The objective is simple: to provide the right information, at the right level, at the right time — supporting clear, consistent and informed decision-making across your organisation.