PracticePoint

Unify Your Billing, WIP and Finance — Natively Within Microsoft


Enterprise-grade practice management built inside Dynamics 365 Business Central for large and mid-tier accounting firms.

 

Large and mid-tier accounting firms are standardising on Microsoft. Azure. Teams. Power BI. Business Central. Yet many still rely on legacy practice management platforms — fragmented billing ledgers, complex integrations, duplicated debtor records, and ageing architectures.


PracticePoint closes that gap.

Built natively within Microsoft Dynamics 365 Business Central, PracticePoint delivers a fully integrated, enterprise-grade billing and WIP platform designed specifically for large and medium accounting firms.

What Makes PracticePoint Different?

 

  1. A Single Accounts Receivable Ledger — By Design

Legacy practice management systems maintain a separate debtor ledger, push data into finance systems, and then pull receipts back. It is outdated and reconciliation heavy. PracticePoint operates cohesively inside D365 Business Central.

There is:

  • One accounts receivable ledger
  • No debtor duplication
  • No reconciliation layer
  • No batch synchronisation risk

For firms operating under MTD and increased regulatory scrutiny, this architecture matters.

  1. A Dedicated Billing Ledger for Multi-Entity Firms

Large and mid-tier accounting firms with multiple legal entities face structural complexity.

PracticePoint enables:

  • A centralised master billing ledger
  • Synchronisation of invoices down to entity ledgers
  • Receipt data synchronised back for real-time debt visibility
  • Entity-level statutory compliance retained
  • Consolidated WIP management across the firm

This is not a workaround. It is an orchestrated architecture for multi-entity accounting practices.

  1. Enterprise-Grade WIP & Pricing Control

Firms with multiple service lines, specialist teams, and complex pricing structures require more than standard ERP functionality. PracticePoint delivers:

  • Resource and Resource Group structures
  • Sophisticated rate matrices and pricing rules
  • Project templates with predefined hierarchies
  • WIP ledger control and write-off management
  • Interim and allocated fee billing structures
  • Billing journal workflows and approvals
  • FIFO WIP allocation automation
  • Partner-specific batch control

D365 Business Central does not provide this level of depth natively. PracticePoint does.

  1. Automated Time Capture with WorkCapcha

Time is the foundation of billing accuracy and profitability. PracticePoint integrates directly with WorkCapcha to:

  • Capture activity-based time automatically
  • Post time into WIP in real time
  • Reduce manual timesheet friction
  • Improve billing readiness
  • Shorten time-to-bill and time-to-cash

Fewer administrative steps. Faster invoice cycles. Better realisation. Less friction.

  1. Built for Microsoft’s Ecosystem — and Future AI

Because PracticePoint is native to the Microsoft stack, firms gain:

  • Seamless Power BI analytics
  • Azure-based integration architecture (SymConnect)
  • Security aligned to GDPR and ISO standards
  • Native cross-platform deployment of Copilot Studio and Power Platform automation
  • Seamless Dynamics 365 CRM integration

This is not bolt-on practice software. It is Microsoft-aligned by architecture. It’s not fragmented.

Designed for Digital Transformation

 

PracticePoint replaces legacy systems such as:

  • CCH Central
  • Star
  • Practice Engine
  • Access APS

Firms typically move to PracticePoint to achieve:

  • End-of-life system replacement
  • Elimination of manual ledger reconciliations
  • Improved WIP visibility
  • Reduced administrative overhead
  • Stronger compliance controls
  • Scalable cloud architecture
  • Simplified IT landscape

Proven at Scale

Developed by Symphony, with over 25 years in accounting practice management, PracticePoint is supported by a specialist delivery team and a Tier 1 Microsoft Cloud Solution Provider partnership.

It has been validated through structured proof-of-concept environments within large UK firms operating multi-entity billing structures.

This is enterprise delivery capability — not start-up experimentation.

The Outcome

With PracticePoint, large and mid-tier accounting firms gain:

  • A unified billing architecture
  • A single source of financial truth
  • Reduced billing cycle times
  • Improved WIP control
  • Lower operational risk
  • Platform extensibility for future automation

Most importantly, firms gain a practice management platform aligned to their Microsoft strategy — not working against it.

PracticePoint

Enterprise billing. Native to Microsoft. Built for accounting firms.