Automation Audit
The structured discovery engagement that begins every automation project. We spend time with your team documenting the SOP-driven work that consumes your staff's hours: what happens, how often, what triggers it, and what the output looks like. The result is a written automation roadmap, workflows ranked by ROI, effort, and implementation dependency, so you know exactly where to start and what comes next.
- Workflow inventory: documented map of your firm's repetitive processes
- Automation roadmap: prioritized candidates with effort and impact estimates
- Integration assessment: current state of your M365 environment and accounting software
- Recommended implementation sequence with dependency mapping
Workflow Automation
Bespoke agentic automation built natively on your Microsoft 365 environment. We write purpose-built code that monitors your M365 environment for triggers and executes defined processes automatically, without third-party platforms, no-code tools, or middleware. The system runs inside the infrastructure your firm already uses.
- Document intake and filing (Outlook to SharePoint, automatically)
- Client onboarding and offboarding sequences
- Period-end and scheduled reporting
- Staff notifications and task routing via Teams
Accounting System Integration
Direct integration between your Microsoft 365 environment and Xero or QuickBooks Online. Data flows between your M365 activity and your accounting platform without manual re-entry, reducing the gap between what happens in the business and what's recorded in the books. Deliverable as a standalone engagement or as part of a broader workflow build.
- Xero and QuickBooks Online API integration
- Automated journal entry and transaction creation
- Reconciliation and period-close triggers
- Accounting data flows into M365 reporting and notifications
Microsoft 365 Setup & Management
Full Microsoft 365 tenant management for accounting firms, delivered as a Microsoft Cloud Solution Partner. Whether your firm is migrating to M365, inheriting a poorly structured environment, or needs a competent partner for ongoing administration, this service covers the platform that your automation runs on. Getting the infrastructure right is what makes everything else possible.
- Tenant provisioning and CSP licensing management
- SharePoint document library architecture and permissions design
- Security and compliance configuration: MFA, conditional access, data loss prevention
- Ongoing user administration, license management, and support
Training & Enablement
Equipping your team to work confidently alongside automation and inside a well-structured M365 environment. Automation changes how work moves through a firm — documents arrive filed, tasks appear in Teams, reports generate without prompting. We make sure your staff understands the new patterns and can operate effectively within them.
- Staff training on M365 tools and document workflows
- Process documentation for all automated workflows
- Updated SOPs reflecting what's now handled automatically
- Practical runbooks for edge cases and exceptions
Ongoing Support & Expansion
Retainer-based maintenance, monitoring, and continuous improvement. Automation needs to keep pace with your firm as processes evolve, staff changes, and your client base grows. We stay engaged to keep systems running cleanly and to build on what's already working — so automation compounds over time rather than stagnating after delivery.
- Monthly system monitoring and maintenance
- Updates as M365, Xero, and QBO APIs evolve
- Quarterly automation review and expansion planning
- Priority support for issues affecting live workflows