Beyond 365 | Microsoft 365 Automation for UK Finance, Ops & HR Teams
Currently working with UK housing associations

Your team is spending
days on work your Microsoft tools
could be doing for them.

We run 30-day automation sprints for UK finance, ops and HR teams using Power Automate, Power BI and SharePoint. Tools you already pay for. No new software. No bespoke code.

Book my free 20-minute call

No obligation.
Just a conversation about what is possible.

80 hrs
Manual hours identified
in a single engagement
89%
Reduction in manual
time achieved
30 days
From kickoff to
live automation
"We had no idea how much our existing Microsoft licences could actually do." Finance Manager, UK Housing Association
Nick Whitaker, Founder of Beyond 365
Nick Whitaker
Founder, Beyond 365  ·  Ex-GoCardless

"Every organisation I speak to has the same problem. They pay for Microsoft 365 and their teams are still doing the same things by hand they were doing five years ago. It does not have to be that way."

Power Automate Power BI SharePoint 30-day sprint
What clients say
We knew it was inefficient. We just assumed it would take a big project to fix. We did not realise how much the tools we already had could do.
Finance Manager  ·  UK Housing Association
1 FTE
Worth of manual
hours eliminated
£30k
Annual savings
identified
30
Days to live
automation
From a real client engagement
80
Manual hours identified per month across three processes
£17k
Estimated annual savings from automating reconciliation and reporting
89%
Reduction in manual time, from 80 hours down to 9 hours per month
30
Days from kickoff to live automation
UK membership organisation, 2026. No new software. Tools they already had.
The process

From first call to live automation.

Four clear steps. Fixed scope. No surprises. You own everything we build and your team can maintain it after handover.

1
Week one
Discovery

We map your highest-cost manual processes and agree what we build. No surprises. No scope creep.

2
Weeks two and three
Build

We build inside your Microsoft 365 tenant using Power Automate, Power BI and SharePoint. Nothing outside your existing licence.

3
Week four
Handover

Full documentation. Training for your team. Everything built so your people can run it without us.

4
Day 30
Results

Measurable time saved. Clear ROI. A live automation your team actually uses, not a proof of concept.

Who we work with

Built for UK mid-market organisations.

Microsoft 365 as the main working environment. The kind of place where everyone knows the processes are broken but nobody has the time to fix them.

🏘
Housing Associations
🎓
Multi-Academy Trusts
🤝
Membership Bodies
🏗
Construction Sub-contractors
🏢
FM Companies
Common questions

Things we hear before the first call.

The concerns most finance and ops managers have before speaking to us, and honest answers to each.

Do we need to buy new software?
No. Everything runs inside your existing Microsoft 365 licence. Power Automate, Power BI and SharePoint are already included. You are paying for these tools whether you use them or not.
Our IT team is stretched. Will this land on them?
No. We handle everything end to end. We build using dummy data so there is zero risk to your live environment. We hand over with full documentation so your team can maintain it, but they do not need to be involved in building it.
We had a bad experience with a previous IT project.
We hear this often. You see a proof of concept before committing to anything. The scope is fixed before we start. The price you agree is the price you pay. No open-ended retainers.
Will we be dependent on you after the project?
No. Because we use native Microsoft tools and no bespoke code, your team can manage, adjust and extend everything we build. Full documentation, structured handover. You own it completely.
What we hear

The same conversation, every time.

"

We had no idea how much our existing Microsoft licences could actually do. We had assumed it would need a big project and a big budget. It did not.

Finance Manager, UK Housing Association
Book a call

Find out what 30 days could change in your organisation.

A 20-minute call. We will tell you honestly whether we think there is something worth building.

Book my free 20-minute call

20 minutes. No obligation. No pitch deck.