Housing Associations
Microsoft 365 Automation for Housing Associations
Your housing management system went live. The manual workarounds around it never got fixed. Your finance and operations teams are still spending days every month reconciling repairs data, compiling compliance reports, and copying information between systems that should talk to each other.
Beyond 365 automates those gaps using Power Automate and Power BI, tools already inside your Microsoft 365 licence. No new software. Live in 30 days.
The problem no one budgeted for
You invested in MRI, Capita, Northgate, Aareon, or Civica. The platform is live. But the data still doesn't flow cleanly into your Microsoft 365 environment — and your finance and compliance teams are picking up the slack manually.
Every housing association we speak to describes the same pattern: the specialist platform handles core housing management well, but the reporting, reconciliation, and cross-system data flows that sit around it still depend on people copying data between spreadsheets, emailing files back and forth, and manually compiling reports that should update themselves.
The result is predictable:
- Repairs reporting that takes the finance team days to reconcile against contractor invoices
- Compliance dashboards that are only current when someone manually updates them
- Month-end processes that depend on one person who knows how the spreadsheet works
- Board reports compiled by hand from data that exists in three different systems
- Digital transformation benefits that never fully materialised because the integrations were "phase two" — and phase two never happened
What we automate
Beyond 365 bridges the gap between your housing management platform and Microsoft 365 using Power Automate for workflows and Power BI for reporting. Everything we build runs natively inside your M365 tenant — no additional software to procure, no external systems to maintain, no proprietary code your IT team can't touch.
For housing associations, the highest-value automations typically include: repairs data reconciliation between your housing system and finance system, eliminating the manual spreadsheet matching that costs your team days every month. Compliance reporting dashboards that pull live data from multiple sources and update automatically, replacing the monthly scramble to compile board packs. Invoice approval workflows that route through the right people automatically with full audit trails. And data synchronisation flows between your housing management system and M365, so information entered once appears everywhere it needs to be.
Because we build with native Microsoft tools, your IT team — even if it's a small team — can manage, adjust, and extend everything after handover. Full documentation, structured handover, zero dependency on us.
How it works
Discovery Call
30 minutes. We map the manual processes costing your housing association time and money. Free, no obligation.
Proof of Concept
We build a visual walkthrough of the automation before you commit to anything. If it's not right, you walk away at zero cost.
30-Day Sprint
We build and deploy inside your M365 tenant. Native tools only. Full documentation and handover included.
Ready to close the gaps your platform left behind?
Book a free 30-minute discovery call. We'll map your manual processes, estimate the savings, and tell you honestly whether automation is the right fit.
Book a Discovery Call →