BCCore Platform — Dynamics 365 Business Central

Built on Microsoft. Not bolted to it.

Every vendor claims Microsoft integration. MatterX is Microsoft technology. Practice management, trust accounting, and legal finance running natively on Dynamics 365 Business Central — the same enterprise ERP trusted by 50,000+ companies worldwide.

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What "Microsoft-native" actually means

Not just integration. Your firm's data stays in your Microsoft tenant.

Your data in YOUR tenant

All data lives in your Microsoft Dataverse — not a third-party database you don't control.

Microsoft Entra ID authentication

Single sign-on through your existing Microsoft identity. No extra passwords or identity systems.

Power BI analytics

Build any report you need. No vendor limitations on what you can measure or visualise.

Microsoft Copilot AI

Your data is visible to Copilot. No separate AI subscription or data export required.

SharePoint documents

All documents on SharePoint infrastructure you already pay for. No additional DMS licence fees.

Power Automate workflows

Build your own automations. Connect to any system Microsoft supports — which is everything.

Five core modules

Everything a law firm needs — built on enterprise infrastructure.

Legal Finance & Accounting

Unlimited financial dimensions, multi-currency, budgets, revenue recognition. The real enterprise GL, not bolted-on bookkeeping.

Enterprise general ledgerMulti-currency supportFinancial dimensionsRevenue recognition

Trust Accounting

NSW Law Society certified. Three-way reconciliation, statutory deposits, controlled money, complete audit trails. Enterprise-grade controls.

NSW Law Society certifiedThree-way reconciliationStatutory depositsControlled money handling

Matter Management

Client/matter lifecycle, time entry, diary management, safe custody register. Everything connected to Business Central financials.

Client/matter lifecycleTime recordingDiary managementSafe custody register

Document Management

SharePoint-powered. Automatic matter folder creation, version control, full-text search, granular security.

Auto folder creationVersion controlFull-text searchGranular security

Billing & Revenue

WIP tracking, multiple billing arrangements, invoice generation, revenue analytics. Connected to trust accounting and general ledger.

WIP trackingMultiple billing typesInvoice generationRevenue analytics

Enterprise architecture

Five layers of Microsoft technology. One integrated platform.

MatterX Legal Finance

5 Core Modules

Microsoft Dynamics 365 Business Central

Enterprise ERP

Microsoft Power Platform

Power BI • Power Automate • Power Apps • Copilot • Dataverse

Microsoft 365 Integration

Outlook • Teams • SharePoint • OneDrive • Purview

Microsoft Azure

Security • Compliance • Infrastructure

Two ways to run

Full Microsoft ecosystem or MatterX + Xero. Choose what fits your firm.

For firms wanting one Microsoft ecosystem

Everything in Microsoft

Everything runs natively on Business Central and Microsoft 365. One vendor, one ecosystem, one login.

Practice management
Enterprise accounting (BC)
NSW-certified trust accounting
SharePoint DMS
Microsoft Copilot AI
Power BI analytics

Best for: Mid-market firms (15-75 lawyers), growth-focused practices

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Popular for Small Firms
Keep your existing Xero setup

MatterX + Xero

Keep Xero for general accounting. Add MatterX for matters, billing, and trust accounting. Everything syncs automatically.

Matters & billing (MatterX)
NSW-certified trust (MatterX)
SharePoint DMS
Automatic bidirectional sync
General accounting (Xero)
Bank feeds & BAS (Xero)

Best for: Small firms (1-15 lawyers), established Xero workflows

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Most small firms start with Xero. You can migrate to full Business Central later as you grow.

See MatterX Legal Finance in action

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