PowerBoot — Microsoft 365 Automation for Accounting Firms

Every role you fill
will eventually be refilled.

The cycle

Accounting technicians follow SOPs. They receive documents, enter data, route files, send notifications — work defined by a process and executed by a person. That person leaves. You post the role again. You interview, onboard, and train again. The process doesn't change. Only the person does.

The real cost

Recruitment fees, management time, SOP retraining — these costs rarely appear on a line item, but they compound across every hire. And accounting technicians are a difficult pool: typically general administrative staff trained on procedure. The gap between posting and productivity is measured in months.

The role itself is the problem. The SOP is automatable.
PowerBoot replaces the task, not the person.

The work that's already scripted

Every SOP is a program waiting to be written. These are the workflows accounting firms automate first.

Document intake

Manual Email arrives. Staff downloads attachment, renames it, uploads to SharePoint, updates the log in Xero or QBO, emails the relevant colleague. Four to six steps, every document, every time.

PowerBoot Outlook receives the email. Document filed to SharePoint, coded and logged in Xero/QBO, relevant staff notified in Teams — without anyone touching it.

Period-end reporting

Manual Month-end closes. Staff pulls figures from accounting software, formats a report in Excel, generates the PDF, emails the partners. Two to three hours, every period, every client.

PowerBoot Report generated from live accounting data on schedule, formatted to firm standards, and sent — no staff involvement required.

New client onboarding

Manual Client confirmed. Staff creates SharePoint folders, sets up the accounting record, sends welcome emails, adds the client to internal trackers. Half a day per new client.

PowerBoot Triggered by a single confirmation. Folder structure created, accounting record drafted, welcome sequence initiated — in minutes.

Staff notifications & routing

Manual Something happens that someone needs to know about. One person notices, emails a second, who forwards to a third — no standard format, no audit trail.

PowerBoot Triggered events send structured Teams messages to the right person with the right context. Consistent, logged, and routed the same way every time.

Built for the stack
your firm actually runs.

Most automation shops default to Google because it's easy — broad APIs, developer-friendly, fast to demo. But accounting firms live in Outlook, Teams, SharePoint, and OneDrive. Not Google Workspace.

Microsoft Outlook Microsoft Teams SharePoint OneDrive Microsoft 365

PowerBoot integrates with the Microsoft 365 environment your staff already uses — natively, directly, without bolt-on connectors or third-party middleware. We don't route your firm's data through another platform to get there.

From SOP to system

A focused engagement. No lengthy platform onboarding, no training sessions for your team.

We audit your repetitive work

We identify the SOP-driven workflows consuming your team's time — document handling, data entry, notifications, reporting — and map the trigger, the process, and the output for each one.

We build the automation

Bespoke agentic code, integrated directly with your Microsoft 365 environment. Purpose-built per firm. No off-the-shelf platforms — code that does exactly what your process requires, nothing more.

It runs

The system monitors your M365 environment for triggers, executes the process, and handles the output. Your staff is notified when action is needed — not before. The process runs the same way every time.

Stop rehiring for roles
that shouldn't exist.

Book a 30-minute discovery call. We'll identify which of your firm's workflows are the best candidates for automation — no commitment required.

Book a discovery call Explore our services

Every new client your firm wins needs another admin hire.

Every role you fillwill eventually be refilled.