Frequently Asked Questions (FAQ)Your Questions,
Our Answers

Synergix SA is a Swiss fiduciary based in Geneva, founded in 2001 by Enrico Chincarini. It handles accounting, payroll and HR administration for SMEs, NGOs, multinationals and subsidiaries of foreign groups established in Switzerland. Its 14 experts keep accounts continuously, on technology Synergix has built itself: the IODD platform, automated controls and SynrAI, its in-house AI.

A traditional fiduciary keeps the accounts and closes them once a year. Synergix keeps them continuously: documents arrive as they come in, the bank is connected, and thirteen automated controls run every month on every file. The business owner has up-to-date figures all year round, and questions come up while there is still time to act, not at year-end closing.

Entrusting accounting and payroll to the same provider avoids discrepancies between salaries, social contributions and the accounts. At Synergix, the same team handles both on the same data: AVS and LPP returns, salary certificates, accruals and accounts all match, with no back-and-forth between two contacts.

Outsourcing your accounting means keeping it in line with the Swiss Code of Obligations (art. 957 ff. CO) and, where required, Swiss GAAP FER, without having to recruit or train in-house. The business owner saves time, reduces the risk of error and has access to up-to-date figures. With Synergix, they upload their documents to IODD, and we do the rest.

Synergix handles bookkeeping, bank reconciliation (automated through the EBICS connection), supplier and customer invoice management, monthly, quarterly and annual closings, cost accounting and financial reporting. It also prepares VAT returns, withholding tax on investment income, acquisition tax and stamp duty. The tax service (tax returns) is available as an add-on, on request.

Continuous accounting means keeping and checking the accounts as you go, every month, instead of catching up once a year at closing. At Synergix, it relies on a proprietary platform, IODD, and on automated processes built in-house. The business owner steers with up-to-date figures, and the closing becomes a verification rather than a catch-up.

They are automated checks that flag, at each monthly close, the entries that need to be justified. Since the end of August 2026, thirteen deterministic controls run every month on all the files we manage: suspense account, clearing accounts, bank reconciliation, prepaid and accrued items, fixed assets, open customer and supplier items, foreign currency revaluation and solvency (art. 725 CO). Each exception goes to the expert with its context, and the expert decides.

No. Synergix takes on the accounts as a whole, to guarantee consistent accounts from end to end and avoid the errors of fragmented management. In certain specific cases, such as VAT, we can work for an entity whose accounts we do not keep, provided we receive the necessary data and supporting documents.

No. In Switzerland, bookkeeping is not subject to any approval. Approval from the Federal Audit Oversight Authority (FAOA) applies to auditing the accounts, a separate engagement from bookkeeping. At Synergix, accounts are kept by accountants holding a bachelor’s degree or a federal diploma, who are proficient in the CO and Swiss GAAP FER.

Every return (VAT, withholding tax on investment income, corporate income tax and others) is prepared, checked and then archived on IODD. The team follows federal and cantonal developments and adapts its procedures accordingly. The business owner approves what needs approving, when it needs approving, and keeps a record of every step.

Yes. Synergix supports groups and holding companies with several legal entities, in Switzerland and abroad: consolidation, elimination entries, multiple currencies and group reporting.

Synergix prepares payslips, AVS, LPP, LAA and other social insurance returns, withholding tax, returns to funds and authorities and salary certificates, and manages work permits, absences and leave. Everything is centralised on IODD, with a portal for employees.

Payslips and payroll journals, salary certificates, annual AVS, LPP and withholding tax statements, returns submitted to the authorities, work permit documents and files prepared for fund audits. Everything is archived on IODD.

Yes. Our team answers by phone, email or video call on questions of Swiss employment law (absences, leave, employment references), social insurance and administrative obligations.

Yes, before, during and after: preparing files and supporting documents, putting processes in order and providing support during discussions with inspectors, internal or external (AVS compensation fund, SUVA, auditors).

Yes. Synergix manages portfolios of 10 to 1,000 employees for Swiss entities: multilingual management, complex calculations, leave tracking, HR reporting, social insurance returns and coordination with funds and insurers.

No. Synergix provides complete and continuous management of payroll and accounting. This is what guarantees consistency between salaries, returns and accounts, and avoids the errors of fragmented management.

Technology serves the method: keeping accounts continuously and checking more, not replacing the expert. Synergix has been building it in-house since 2009: the IODD platform (since 2013), the EBICS bank connection, automated monthly controls and SynrAI, its in-house AI. The rule is simple: the more we automate, the more we control.

IODD is Synergix’s proprietary platform, shared between the client and our team since 2013. The business owner uploads invoices and expense receipts by photo, views their accounts in real time, finds their HR documents and manages absences. It is connected to Swiss banks via EBICS.

Yes, under supervision. SynrAI, Synergix’s in-house AI, reads and prepares: it extracts data from invoices with a confidence score for each field and sorts documents. Deterministic code then decides whether a document continues automatically or goes to human validation, and every figure produced is validated by an expert.

At Synergix, deterministic code governs everything that must reconcile and remain defensible: calculation, control, audit trail. AI comes in where reading and judgement create value: reading an invoice, summarising, classifying an ambiguous case. The two never merge, and the final decision rests with an identifiable expert who bears responsibility (art. 398 CO).

Yes. Synergix structures each client’s accounts by analytical dimension (activity, project, site, subsidiary) and sets up their dashboards on Qlik, the business intelligence tool we use to present the figures. Examples of indicators: budget by dimension, funds received in advance, expenses by team.

Yes. Accounts can be viewed at any time on IODD, and dashboards update automatically from the accounting as entries are posted. They are accessible online, in a secure space.

Yes. IODD makes it possible to view and aggregate data by legal entity, customer or supplier. Dashboards allow analysis by project, programme, country, donor or activity, and by level (business unit, entity, group). Each user accesses their own scope according to their role.

Client dashboards are currently based on accounting data, which ensures consolidated and reliable analyses. Synergix already combines accounting and HR for its own management (salary cost by department, margins).

Accounting data and documents are hosted in Switzerland. Access is restricted and logged, and exchanges go through IODD’s secure space. Data processing complies with the revised Federal Act on Data Protection (FADP).

Yes. Synergix has supported Geneva NGOs for more than ten years. It prepares financial and narrative reports, meets donor audit requirements and works in several languages.

We add an analytical layer to your chart of accounts, which remains unchanged: each entry is allocated by project, programme, donor, activity or geographical area. Each funding stream is tracked individually, with balances per project and budget consumption.

Yes, before, during and after: updating the accounts if needed, preparing the requested documents and providing administrative support during discussions. We know the most common donor formats and stay in the background of direct exchanges.

Yes. Alongside accounting and payroll, our experts support management teams on specific topics: cost optimisation, structuring management control, cash flow forecasting, management indicators and automating recurring tasks. They draw on the figures in the file, which they already know.

Synergix works on a monthly flat fee, calculated according to the volume of your transactions and your needs, with no hidden costs. For an offer tailored to your organisation, the simplest way is to talk to us.

The business owner signs the engagement and shares their access; we send them the list of documents to gather, most of which they already have. We then carry out an onboarding check document by document (affiliations, rates, trial balance, VAT) and flag any points to correct before starting. The transition is ideally prepared at the start of a financial year, but remains possible at any time.