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Franchise Fiduciaire

The system

The complete operating system of an industrial accounting firm.

The franchisee does not receive a pile of tools side by side. They receive one system covering the entire client and mandate cycle.

Founding principle

Data is captured once.

Information entered or imported once then feeds every downstream process:

  • Bookkeeping
  • Banking
  • VAT
  • Payroll
  • Financial statements
  • Tax
  • Client portal
  • Reporting
Schematic : data reuse
Data captured once
  • Bookkeeping
  • Banking
  • VAT
  • Payroll
  • Financial statements
  • Tax
  • Client portal
  • Reporting

A schematic, not a screenshot. Real production captures will be published with the evidence file.

Production

Production driven by rules.

Automation is deterministic: it applies explicit rules, logs its decisions and escalates exceptions to a professional.

  • Configuration

    The mandate is described once, precisely.

  • Mapping

    Allocation rules that are documented and versioned.

  • Checks

    Systematic verification at every stage.

  • Exceptions

    Anything outside the rules is isolated, not guessed.

  • Validation

    A professional signs off on what carries their responsibility.

  • Logging

    Every process is traceable and auditable.

Tax

A tax return fed by the mandate.

The return is no longer rebuilt from scratch. It is prepared from data already produced and reviewed within the mandate.

  • Permanent information retained
  • Accounts feeding the tax fields
  • Structured fixed assets
  • Depreciation
  • Non-deductible expenses
  • Participations
  • Debt
  • Equity
  • Schedules
  • Checks

Cockpit

A single cockpit.

Client relationship and production live in the same environment, on the same data.

  • CRM
  • Hub
  • Tickets
  • Documents
  • Deadlines
  • Invoicing
  • Client communication
  • Dashboards

Functional scope

The modules of the system.

  • Bookkeeping
  • Document collection
  • Bank import
  • Reconciliation
  • VAT
  • Payroll
  • Financial statements
  • Tax
  • CRM
  • Prospect database
  • Client portal
  • Hub
  • Tickets
  • Calendar
  • Invoicing
  • Reporting
  • Security
  • Archiving
  • User management

Platform

A multi-office platform.

Each office is a distinct practice on shared infrastructure. Data separation is not a configuration option.

  • Separation of practices
  • Rights management
  • Distinct data
  • Statistics
  • Supervision
  • Export
  • Traceability

Capacity

Portfolio capacity depends on the complexity of the mandates.

Real capacity is not a single number. It depends on the type of mandate, its contact frequency, its level of standardisation and the use of network services.

Portfolio capacity depends on the complexity of the mandates.
Type of mandateAchievable standardisationContact frequency
Simple tax mandate Very highAnnual
Sole trader without VAT HighAnnual to half-yearly
Sole trader with VAT HighQuarterly
Standard company Medium to highQuarterly
Company with payroll MediumMonthly
Mandate with steering MediumMonthly
Complex mandate LowOngoing

You don’t need to already own a firm. You need the potential to run one.

Let’s look at whether our infrastructure can turn your project into a real accounting and trust business.