About Beyond 365

We help UK businesses stop wasting time on work Microsoft 365 can do for them

Beyond 365 is a UK-based Microsoft automation consultancy. We work with mid-market companies, typically 50 to 300 staff - to automate the manual reporting, data entry, and reconciliation processes that drain finance and operations teams every month.

We do it using Power Automate and Power BI, tools already included in your Microsoft 365 licence and we deliver live automations in 30-day sprints.

Find Automation →
100%
Native Microsoft 365 tools. No third-party software, no extra licences.
30 days
From kickoff to live automation. Rapid sprints, not six-month projects.
£0
Additional software spend. Everything runs inside your existing licence.

Why companies choose Beyond 365

The real challenge

The problem no one budgets for

The platform went live. The integrations were "phase two." Phase two never happened.

Most UK mid-market companies implemented a specialist platform, a housing management system, a CRM, a TMS, an ERP and assumed the manual work would disappear. It didn't.

Now your finance team spends days every month copying data between systems, reconciling spreadsheets, and chasing approvals by email. The platform handles its core job well. But the reporting, data flows, and cross-system processes that sit around it still depend entirely on people.

What was promised

Seamless integrations, automated reporting, real-time dashboards, all coming in phase two.

What actually happened

Phase two got deprioritised. The budget moved. The workarounds became permanent.

That gap between what your platform does and what your team actually needs - that's where we work.

100% Native Microsoft 365

We build exclusively with Power Automate and Power BI - tools already in your Microsoft 365 licence. No third-party software, no extra subscriptions, no vendor lock-in.

Live in 30 Days

Our Rapid Implementation Sprints deliver a working automation within 30 days. You see ROI in weeks, not quarters. No six-month discovery phases.

Your Team Owns It

Everything we build uses native Microsoft tools your IT team already knows. Full documentation, complete handover, zero dependency on us after go-live.

Housing Associations

  • Managing 500+ homes with a management system alongside Microsoft 365
  • Finance teams reconciling repairs data manually
  • Compliance reporting that takes days instead of minutes
  • Digital transformation initiatives that stalled after platform go-live

Membership Organisations

  • Professional bodies, trade associations, and charities managing thousands of members
  • Manual reconciliation between Dynamics or CRM systems and Sage or Xero
  • Finance teams stretched by membership growth
  • Month-end reporting that depends on spreadsheets

Logistics Companies

  • 50–300 staff running specialist TMS or WMS platforms alongside Microsoft 365
  • Multiple sites requiring data synchronisation
  • Operations teams manually tracking shipments, invoicing, and compliance across disconnected systems

Industries we specialise in

MEET the founder

Founder of Beyond 365, a UK-based Microsoft 365 automation consultancy helping organisations eliminate manual finance and operations work

Founder Story

Beyond 365

I kept seeing the same problem in every mid-market company I spoke to: teams buried in manual processes that their existing software could handle.

I started Beyond 365 because that problem shouldn't exist. If you're paying for Microsoft 365, you already have the tools to automate the manual reporting, data entry, and reconciliation work that drains your finance and operations teams every month.

Before founding Beyond 365, I led structured B2B sales at GoCardless, where I learned that the best solutions are the ones your team can actually own and maintain. We build exclusively with native Microsoft 365 tools, so your team inherits something they can manage.

We work primarily with housing associations, membership organisations, and logistics companies across the UK.

1

Discovery Call

30 minutes. We map the manual processes costing you time and money.

2

Technical Fit

We confirm your M365 environment supports the automation.

3

Proof of Concept

A visual walkthrough of exactly what we'll build. No obligation.

4

30-Day Sprint

We build and deploy using native Microsoft 365 tools.

5

Handover & Support

Full documentation. Your team owns it. We check in at 3 months.

Identify Avoidable Manual Work →

From first conversation to live automation

Ready to see what 30 days can do?

Book a free 30-minute discovery call. We'll map your manual processes, estimate the savings, and show you whether Microsoft 365 automation is the right fit - no obligation.

Identify Where Time Is Being Wasted →

Beyond 365 Ltd · UK-based Microsoft 365 Automation Consultancy