The all-in-one financial solution for CFOs
PracticePoint by Nexon: the smarter way to run your firm
Professional services teams often juggle disconnected tools and manual processes, leading to inefficiencies, security risks, and lost revenue. Our all-in-one solution, PracticePoint, streamlines your financial management, ensuring seamless data integration and positioning your firm for an AI-driven future.
What is PracticePoint?
PracticePoint by Nexon is a robust and intelligent platform that unifies client management, service delivery, compliance, document automation, and financials leveraging Microsoft technologies. With real-time insights, automation, and AI-driven workflows, it eliminates inefficiencies, streamlines operations, and empowers your team to focus on growth.
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PracticePoint by Nexon
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PracticePoint
by Nexon
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How it works
With PracticePoint, you’re not just keeping up — you’re setting the pace in a rapidly changing market.
A unified, automated solution that streamlines every aspect of your operations—from client onboarding to job costing, resource allocation, project kick-off, document management, and financial reporting.
Client and engagement management
Capture every interaction in a single platform. Automate client intake, onboarding and contract generation and use AI-powered insights to identify growth opportunities.
Smart document management
Automate document workflows, approvals and audit trails. Store, access and share documents securely. Generate and find content using AI-drive features.
Service delivery and compliance
Store all client records, approvals, and regulatory deadlines in one secure platform — ensuring your firm stays audit-ready and protected from compliance risks.
Efficiency optimisation
Streamline billing, time tracking, document management, and resource allocation. Reduce administrative overhead and unlock more billable hours
Why PracticePoint?
Purpose built for professional services firms, PracticePoint unifies your entire practice in a single system, eliminating the inefficiencies and blind spots that drain profitability. Each capability is designed to address specific challenges faced by professional services firms:
Take control of your firm’s finances
Maximise revenue capture and cash flow
AI-driven automation
Capture every billable hour
Ensure delivery profitability
End document chaos and compliance risks
Drive strategic decision making
Enterprise Resource Planning (ERP)
- Centralise financial operations, eliminating data silos and manual reconciliation
- Automate accounts payable and receivable processes to improve cash flow
- Track and monitor financial performance with precision
Generate comprehensive financial reports that support strategic decision-making
Advanced billing and WIP management
- Configure multiple billing arrangements to match client agreements
- Monitor work in progress with detailed financial visibility
- Manage complex fee structures without administrative overhead
- Control revenue recognition for improved financial predictability
Client relationship intelligence
- Cut administrative load by 40% with intelligent automation
- Track client interactions and identify growth opportunities
- Manage proposals and engagement lifecycles seamlessly
- Develop targeted business growth initiatives based on client data
Streamlined time capture
- Capture time efficiently across all devices
- Implement automated approval workflows
- Access pre-populated timesheets based on schedules
- Validate time entries against budgets in real-time
Project financial oversight
- Compare actual versus budgeted time and costs
- Analyse project profitability as work progresses
- Receive early warnings for potential budget overruns
- Optimise resource utilisation for maximum efficiency
Intelligent document management
- Store all client and matter documents in one secure, searchable repository
- Implement automated version control and approval workflows
- Maintain comprehensive audit trails for regulatory compliance
- Enable secure collaboration with role-based access controls
- Eliminate time wasted searching for critical documents
Practice management dashboard
- Monitor key performance indicators in real-time with role-based dashboards
- Identify and address profitability issues before they impact financial results
- Optimise resource allocation based on skills, availability, and client requirements
- Receive proactive alerts for budget overruns and compliance issues
PracticePoint for your industry
PracticePoint delivers tailored solutions that address the unique challenges facing different professional services sectors. Our platform adapts to your specific industry requirements while maintaining a unified approach to practice management.
For Accounting Firms
- Streamline tax season workflows with automated document collection and client reminders
- Ensure compliance with built-in controls and audit trails for regulatory requirements
- Optimise staff utilisation during peak periods with intelligent resource planning
- Track engagement profitability across different service lines from tax preparation to advisory
- Accelerate month-end and year-end closing processes with automated financial reconciliation
- Integrate seamlessly with tax preparation software for a unified workflow
For Legal Practices
- Matter-centric organisation that centralises all case information, documents, and communications
- Detailed conflict checking to maintain ethical compliance and reduce risk
- Trust accounting management with built-in compliance controls
- Billable hour capture across devices with automated time tracking suggestions
- Secure client portal access for confidential document sharing and approvals
- Precedent management to leverage your firm's intellectual property efficiently
For Consulting Services
- Dynamic project planning that adapts to changing client requirements
- Skills-based resource allocation to match the right consultants to each engagement
- Multi-currency support for international clients and projects
- Pipeline forecasting to optimise capacity planning and hiring decisions
- Unified knowledge management to capture and leverage intellectual property
- Performance analytics to identify your most profitable service offerings
Why Nexon?
Your trusted partner in digital transformation
Nexon is more than a technology partner—we’re your trusted ally in driving productivity, continuity, and change.
As a leading Microsoft Solutions partner with accredited expertise across all six Microsoft product areas, we deliver tailored, end-to-end digital solutions that empower Australian professional services firms to thrive in a competitive market.
Deep industry expertise
We understand professional services inside and out, delivering solutions that work for your specific needs.
Microsoft expertise
As a partner with all six Microsoft designations, Nexon delivers comprehensive solutions across the entire Microsoft ecosystem, ensuring seamless integration and long-term success.
Client-centric approach
Experience responsive, transparent service delivery, backed by flexible commercial models that share risk and focus on your success.
Track record of success
From successful migrations to operational transformations, we have the experience and results to give you confidence in your choice.
Move from overwhelmed to empowered with Nexon. Partner with us for a future of innovation, efficiency, and competitive advantage.
Future-proof your practice today
Transform your professional services firm with confidence. Book a complimentary needs assessment workshop to:
- Evaluate your technology landscape and uncover improvement opportunities.
- Explore tailored solutions designed for your unique needs.
- Develop a clear strategy for successful digital transformation.
Gain actionable insights and expert guidance from Nexon’s experienced consultants.
Book your workshop and take the first step toward a more efficient, profitable, and future-ready business today.