Practice management
of any complexity
Microsoft Dynamics 365
Business Central
- Tailored for accounting practices & law firms
- All-in-one management system
- Built on Microsoft Business Central
- Part of the Microsoft ecosystem
- Leading Cloud ERP for SMBs (Forbes, 2024)
Manage matters every step of the way
We focus on helping you transform your accounting practice or law firm with an all-in-one matter management solution built on Microsoft Business Central.
Straightforward client management
Centralised client management in ONE single accounting practice management software instead of split manual processes. Get a complete picture of your client business-related activities in one place. From the client onboarding to the ongoing due diligence, as an integral part of your client management, ensure key client data is centrally captured with full traceability for reporting.
Client intake made easy. Designed to integrate with any KYC check software, or for manual processing.
Manage business relationships, and generate client insights.
Matter setup in less than a Minute
Easily create a matter compliant with Know-Your-Client and Conflict-of-Interest approval processes. Ensure the necessary matter data is captured and entered in a consistent manner, improving the quality of the data. This makes it easier to manage and track matters, allowing Finance to focus on their core responsibilities. Invest your time and effort in more profitable tasks than setting up a matter.
Ensure PEPPOL-based task structure, pricing, client and matter acquirers, deadlines, and associations to create compliant matters.
Accurate resource overview & planning
Straightforward overview of both workload and availability for optimal resource utilisation. Get an insight to know which resources are under-utilised resulting.
Collaborative resource planning up to date with interactive drag & drop functionality. Only ONE resource planning that is correctly updated and reflects your weekly planning. Create the conditions for the easiest possible time reporting by updating timesheets with work assignments. Send those to Outlook calendar as part of your employees’ daily working tool.
Having your resource management integrated with your business application helps you obtain real-time resource forecasts, making it easier to plan and allocate resources.
Easy time entry
Having a time tracker that is easy to use and requires minimal clicks is essential to ensure that accountants are accurately tracking their time spent on different matters.
Easily capture and record time as work is completed with automatically generated time records from Outlook. No matter how many parallel assignments accountants have been working on. Still some gaps to be filled in? Let Copilot help you complete your timesheet.
Finally, provide a more detailed account of the work performed by using pre-defined descriptions and description rules for your invoice specifications. Make use of Copilot to enhance those!
Efficient matter billing
Streamline value-based invoicing in a standardised collaborative process. Eliminate manual data entry and approval processes often associated with Accounting Practice billing systems.
Create bills for Packaged services, subscriptions, time & material, scheduled billings, and excess fee billing all following a systematic and structured approach for monitoring progress and executing invoicing, ensuring full traceability.
Create pre-defined descriptions, and approvals for more straightforward and efficient billing. Pro-rated calculation and re-evaluation based on performance.
Finally, calculate WIP and post it to G/L in a click for correct income statement. Get a detailed WIP report for full audit trail.
Take data-driven decisions
Full access to detailed and trustful data from ONE source.
Multiple on-demand drill-down data visualisation options for better analytics and reporting. With Power BI, get as many dashboards as you need to get full business insights into your accounting firm.
Matters Profitability
- Sales
- Client Engagement
Profitability
- Fee earners
- Performance
- Commissions
Practice-wide
- Lock up
- WIP
- Debtors
Services we provide
Implementation
We follow best practice Up-in-3 methodology to maximise the efficiency and effectiveness of every project.
Customisation
When a requirement is beyond standard functionality, we can create a customised solution to meet our clients' needs.
Integrations
We work with other industry software partners to provide robust and reliable integrations so you have one source of truth in Pryme Matters.
Support
We provide ongoing expert support for Pryme Mattters, helping you navigate challenges, optimize workflows, and maximize the value of your solution.
Training
Training is part of every implementation, but if you need more post go-live we can schedule additional sessions, so your team is working as efficiently and effectively with Pryme Matters.
Don’t just take our words
"Pryme Matters allowed us to be able to manage our client time and how we book it. The seamless integration with Business Central and the accountancy was key. Now we can really understand where people are spending their time, where our revenue is, and what needs to be improved. When we had standalone systems, we couldn’t do that."
Sean Looby
Head of Operations
"Moving from a manual intake process to a digitalised one has simplified the work for the whole firm. The client and matter intake process, which includes a thorough COI and KYC check, is more efficient and of a higher quality today. Now we know our clients. We have reduced the risk for the firm."
Lena Broman
CFO
"Before Pryme Matters, we had multiple systems, we were inefficient in the way we processed data. People were producing up to four timesheets, and then we had to reconcile and do inter-entity billing between the organisations. Now we’ve done away with the extra timesheets. This has saved up to five days a month of admin time."
Robin Allardice
CEO
"With our previous time recording system, time entries could go to the wrong matter or client, or the text could be written in a wrong language. Today not only do we capture more time at an earlier stage, but we can handle specific time entry requirements. And lawyers really like the Outlook integration! It simplifies a lot."
Marcus Eyre
IT ManagerBoost your efficiency with integrations
Leverage the power of the Microsoft Cloud. Simplify your workflow with further integrations.
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Active is a cloud platform delivering accounting automation by reducing friction through workpaper and financial reporting processes.
Active acts as the core of your accounting process, each product integrates with each other and leading solutions to provide your firm with a best of breed tech stack.
Activate your firm to perform at its best.
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All-in-one practice management
Built on Microsoft Business Central, the leading ERP for SMBs.
