Automation services · Microsoft 365
Finance admin, on autopilot
I’m Karl, a finance professional in Ireland who is building his Power Automate skills one real process at a time. I set up small, well-documented automations inside the Microsoft 365 your business already pays for, so chasing, checking and copying happen without you.
- Uses the Microsoft 365 you already have
- Fixed prices in euro, agreed up front
- A plain-English guide with every flow
How it works
From a free chat to a flow that runs itself
1. Free 30-minute call
We talk through the task that eats your week. I tell you plainly whether automation is a good fit.
Free
2. Quick-win map
A one-page map of your best three automations, with a fixed price for each.
€149, taken off your first build
3. Build and test
Built in my demo tenant with sample data first, then set up in your Microsoft 365 and tested with you.
Fixed price by tier
4. Handover and care
A plain-English guide, a walkthrough and a support window. A monthly care plan is optional.
Care from €39 a month
Pricing
Three tiers, priced by how much the flow has to do
Every price is fixed before I start. Order three or more catalogue flows and the whole order is 15% off. Prices are in euro, with VAT added if it applies.
Tier 1 · Quick win
€295
per flow
One job done on a schedule or a button: a reminder, a summary email, a message to the team.
- One trigger, up to 3 standard apps
- Set up within a week
- One-page guide, 1 round of changes
- 14 days of fixes after go-live
Example: a monthly aged-debtors summary in your inbox.
Tier 2 · Workflow · Most popular
€695
per flow
A flow that makes decisions: imports a file, asks someone to approve, escalates when nobody answers.
- Approvals, branches and escalation
- File imports with an Office Script
- Alerts if a run ever fails
- Guide, walkthrough, 2 rounds of changes
- 30 days of fixes after go-live
Example: drop a bank CSV in a folder and get it reconciled.
Tier 3 · Process suite
from €1,950
up to 3 connected flows
A whole process of connected flows, with a log, reminders, escalation and a weekly summary.
- Process map agreed before the build
- €450 per extra flow
- SharePoint log of every step
- Runbook, handover, 3 rounds of changes
- 30 days of fixes plus a 60-day check-in
Example: a weekly team confirmation suite of 7 flows.
Founding client offer
30% off for my first five clients
I’m still building my portfolio, and I’d rather say so. The first five businesses get 30% off any build. In return I ask for honest feedback and permission to write the project up as an anonymised case study, with no business name or figures unless you agree.
Popular automations
A few from the catalogue
Most pair with a KarlPilot Excel tool, so the spreadsheet is ready for the flow on day one. The full catalogue has 20 automations you can filter and add to an estimate.
Overdue invoice reminders
Polite at 7 days, firmer at 21, and a Teams alert to you at 45. Logging a payment stops the chase.
Tier 2 · €695
Drop a bank CSV, get it reconciled
The flow imports the bank export, skips duplicates, checks the closing balance and posts what’s still unmatched.
Tier 2 · €695
Publish the rota to every staff member
The manager taps Publish and each person gets their own shifts by email and Teams.
Tier 1 · €295
Monday cash roll-forward
Rolls your 13-week cash forecast each Monday and warns you if any week dips below your minimum.
Tier 2 · €695
Budget variances, explained
Lines over budget go to their owner in Teams, and the reason they give is saved next to the number.
Tier 2 · €695
Tax set-aside on every payment
For sole traders: each payment that lands tells you how much to move to your tax account.
Tier 1 · €295
After go-live
Care plans
Flows can stop when a password changes, a file moves or Microsoft updates a connector. A care plan means someone is watching.
Ground crew · €39 a month
Up to 5 flows. A monthly run-history check, fixes when something breaks, and email replies within 2 working days.
Co-pilot · €99 a month
Up to 15 flows. Everything in Ground crew, plus up to 2 hours of small changes each month and a quarterly review call.
Pay yearly and get 2 months free. Cancel any time.
Do it yourself
Flow kits
Prefer to build it yourself? Use my guides and scripts.
Flow kit · €29 per tool
A step-by-step build guide for one Excel tool’s flows, with the Office Scripts and sample data included.
Guided setup · €79
A 60-minute screen-share where we build your kit together in your own Microsoft 365.
Personal-finance flows are sold as kits only.
Good to know
Questions
Do I need to buy anything from Microsoft?
Usually not. Most flows use standard connectors, which come with Microsoft 365 Business Basic, Standard and Premium. Flows that run Office Scripts need a business plan with the Excel desktop and web apps, such as Business Standard. Receipt reading uses AI Builder, a paid add-on, and I flag that before you order.
Who owns the flows?
You do. Everything is built in your own Microsoft 365, under an account you control, and the guide shows how to change it later.
What does “Designed” mean in the catalogue?
The flow is fully written up: trigger, steps, Excel tables and error handling. I build it in my demo tenant with sample data first, then move it into yours, so you are not the test.
What if my process is different?
Small differences, such as column names or who gets the email, are part of the price. Bigger changes move a flow up a tier, and I tell you before starting.
How is my data handled?
Your data stays in your Microsoft 365. I work with a guest or temporary account you can switch off, and I use sample data wherever I can. See the privacy policy.
How do I pay?
Half when we agree the scope, and half when the flow is live and you have tested it. Care plans are billed monthly or yearly.
Tell me about the task that eats your week
Book a free 30-minute call. No obligation, and you will get an honest answer on whether automation is worth it.
