Microsoft Automation for Finance & Operations Teams

Eliminate manual Excel reporting and automate workflows in Microsoft 365, saving 50–80 hours per month with Power Automate and Power BI.

ROI Calculator

How much is manual work costing you?

Adjust the sliders to see your potential monthly savings.

Staff doing manual M365 tasks
4 people
Average staff cost per hour
£30 / hr
Manual hours per person per month
20 hrs
Hours saved
52
per month
Money saved
£1,560
per month
Estimated annual saving £18,720
Book a free discovery call →

Based on 65% automation of identified manual tasks using native M365 tools

100%
Built inside your existing Microsoft 365 licence. No extra software needed.
£15K+
Recover thousands lost to manual data entry every single month.
30 Days
Rapid automation sprints designed for immediate business impact.
Our Process

From first call to live automation

Seven clear steps. No surprises. First results in 30 days.

1
Discovery call
We map the pain and quantify the cost to your business.
~30 mins
2
Tech call
We review your M365 environment and confirm technical fit.
~45 mins
3
Proof of concept
A visual walkthrough of exactly how the automation will work.
No obligation
4
Commercial call
ROI model, projected impact, and pricing. Numbers first.
Full ROI model
5
Decision call
Final scope, deliverables, and timelines alignment.
Scope locked
6
Implementation
30-day sprint. Native M365 tools only. No black box code.
Live in 30 days
7
3-month check-in
Measure time saved and identify the next opportunity.
Support available
1
Discovery call
Understand pain points and quantify cost.
~30 mins
2
Tech call
M365 environment and data flow review.
~45 mins
3
Proof of concept
Visual walkthrough of the automation.
No obligation
4
Commercial call
ROI model and pricing review.
Full ROI model
5
Decision call
Align on scope and timelines.
Scope locked
6
Implementation
30-day sprint using native tools.
Live in 30 days
7
3-month check-in
Review time saved and next steps.
Support available
Why Beyond 365

30-day sprints vs. legacy delivery

When do you start seeing real value from your automation investment?

Beyond 365 — 30-day sprints
Typical automation consultancy
30
Days to first live automation
100%
Native M365 — no black box code
£0
Extra software licences needed

Questions? Answered

  • No. Most UK mid-market companies are already paying for the tools they need. Beyond 365 specialises in unlocking Power Automate, Power BI features already included in your existing Microsoft 365 Business or Enterprise licenses. We turn your static subscription into an active operational engine.

  • Absolutely. Unlike traditional software deployments, we build 100% natively inside your own Microsoft tenant. Your data never leaves your secure environment, and we use dummy data during development to ensure zero risk to your live operations. You maintain full control and ownership throughout.

  • Yes. A core part of our service is bridging the gap between products. We use Power Automate connectors to sync data between your CRM, finance software, and ERP systems, eliminating the need for manual Excel exports and reducing human error in your reporting.

  • We move at the speed of business, not traditional IT. Our Rapid Implementation Sprints are designed to deliver a live, working solution in 8 to 30 days. We focus on quick wins that provide immediate ROI, such as automating invoice approvals or month-end reconciliations.

  • No "Black Boxes" here. Because we use native Microsoft features and no bespoke code, your internal IT team can easily support and enhance the solution. We provide full documentation and a complete handover, giving you Maintenance Independence and long-term stability.

  • We don't believe in one-size-fits-all pricing because every business's Microsoft tenant is unique. Our sales team will guide you through a scoping call to understand your specific manual black holes and provide a tailored investment plan. To ensure your long-term success, we also offer dedicated After Care services. We don't just deploy and disappear we stay by your side to ensure your team is fully up and running and your workflows are performing at peak efficiency.

Contact Us

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