Power Automate for Financial Services

BrightWork 365 uses Power Automate to eliminate manual tasks, streamline project workflows, and connect your Microsoft 365 ecosystem.

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Eliminate Manual Financial Reporting

Disconnected systems and manual data entry create reporting challenges and increase the risk of errors. BrightWork 365 uses Power Automate to centralize project information, creating a single source of truth for all financial reporting.

  • Improve data accuracy and reliability.

  • Reduce the administrative burden on your teams.

  • Accelerate data-backed decisions.

Pre-Built Flows for Faster Automation

BrightWork 365 includes Power Automate-driven workflows configured for financial services project management. These built-in processes help your teams immediately streamline operations and ensure compliance.

  • Automate multi-stage approval processes.

  • Send automated task assignments and notifications.

  • Automate data collection and entry from various sources.

Standardize and Scale Processes

BrightWork 365 provides a structured framework to manage financial projects with consistency and control. Standardize your approach to reduce risk and improve outcomes across your entire portfolio.

  • Deploy configurable project templates for consistent starts.

  • Implement automated workflows to ensure compliance.

  • Gain immediate project visibility across all initiatives.

  • Enforce governance with standardized processes.

Built for Microsoft 365

BrightWork 365 extends the Microsoft 365 environment your organization already trusts. This native integration enhances security, collaboration, and adoption across your financial services teams.

  • Use Microsoft Teams to collaborate on financial projects.

  • Use SharePoint to manage compliance documents securely.

  • Use Power Apps for custom financial services applications.

  • Use Microsoft Entra ID for secure access and identity management.

Customer Success Stories

BrightWork 365 provides an integrated Project Request and Portfolio Management system that improves visibility into project status, issues, and progress.

Configurable and custom templates ensure consistent project planning and delivery.
– Innovia, Project Lead
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BrightWork 365 provides an integrated Project Request and Portfolio Management system that improves visibility into project status, issues, and progress. Configurable and custom templates ensure consistent project planning and delivery.
The fact that BrightWork 365 is hosted within our tenant ensures that our data remains secure and compliant, giving us peace of mind while managing our projects.

Furthermore, the tool's ability to adapt to our specific needs through customization using Power Apps has been a game-changer!
– Crystal Group, PMO
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The fact that BrightWork 365 is hosted within our tenant ensures that our data remains secure and compliant, giving us peace of mind while managing our projects. Furthermore, the tool's ability to adapt to our specific needs through customization using Power Apps has been a game-changer!
Excellent integration capabilities combined with a business that is interested in improving the product is an outstanding outcome for us.
– Ray Brindley, CTO, Azured
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Excellent integration capabilities combined with a business that is interested in improving the product is an outstanding outcome for us.
We had over 200 requests in a pile with no organization.

Brightwork allowed us to provide visibility into the individual projects and to save the key deliverables where all can see.
– Flow Control Group, Project Teams
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We had over 200 requests in a pile with no organization. Brightwork allowed us to provide visibility into the individual projects and to save the key deliverables where all can see.
As a corporate PMO, it’s essential for us to have a clear, real-time overview of all our projects, programs, and portfolios.

We’ve been using the Brightwork 365 platform for about two years, and it fully meets our needs. It’s intuitive, integrates seamlessly with the Microsoft suite, especially Teams, and greatly facilitates collaboration.
– Collège La Cité, PMO
As a corporate PMO, it’s essential for us to have a clear, real-time overview of all our projects, programs, and portfolios. We’ve been using the Brightwork 365 platform for about two years, and it fully meets our needs. It’s intuitive, integrates seamlessly with the Microsoft suite, especially Teams, and greatly facilitates collaboration.

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See how BrightWork 365 securely manages financial services projects.

BrightWork 365 Demo