Effective collaboration is essential for growing businesses, especially when accounting teams manage financial information across multiple entities, departments, and locations. As organizations expand, relying on disconnected systems, spreadsheets, and manual processes can make it difficult to share information, coordinate workflows, and maintain accurate financial reporting.
Gravity Software combines cloud-based accounting and Microsoft 365 integration to help growing businesses improve financial collaboration, streamline accounting workflows, and manage multiple entities more efficiently. Built on the Microsoft Power Platform, Gravity works with familiar applications such as Excel, Outlook, and Teams.
Familiar tools, better accounting collaboration
For businesses using Microsoft 365, Gravity Software connects financial management with familiar applications such as Outlook, Excel, Teams, and SharePoint. Accounting teams can work with financial data in Excel, share reports and documents through SharePoint, and use Microsoft Teams to coordinate activities across departments and locations. These tools help support financial workflows and collaboration, whether employees work remotely, in the office, or across multiple locations.
Microsoft 365 Copilot can also support AI-assisted productivity within supported Microsoft applications, helping employees work more efficiently with everyday tasks. Learn more about Microsoft 365 Copilot for accounting and how AI is changing the way finance teams work.
Security remains an important part of cloud collaboration. Gravity Software uses Microsoft Entra ID authentication and role-based permissions to help businesses control access to sensitive financial information while supporting collaboration across teams and entities.
Built for multi-entity accounting and financial visibility
Collaboration becomes more challenging when businesses manage multiple legal entities, locations, or brands. Separate accounting databases, inconsistent financial processes, and disconnected spreadsheets can make it difficult to maintain accurate information and understand financial performance across the organization.
Gravity Software's purpose-built multi-entity accounting capabilities allow businesses to manage multiple companies within a single database. Instead of switching between separate accounting systems, finance teams can access financial information across entities while maintaining appropriate security and reporting controls.
With Gravity Software, businesses can:
- Consolidate financial information: Generate consolidated financial reports across multiple entities without manually combining separate accounting files.
- Automate intercompany accounting: Streamline intercompany transactions and reduce repetitive accounting entries.
- Standardize financial processes: Maintain consistent charts of accounts and accounting workflows across companies.
- Improve financial visibility: Use entity-specific and consolidated reporting, dashboards, and business intelligence tools to monitor performance and support informed decisions.
- Control financial data access: Manage security permissions by role and entity to protect sensitive information.
By centralizing financial information, Gravity helps accounting teams spend less time gathering data and more time analyzing results. Microsoft 365 complements these capabilities by providing familiar applications for sharing information and coordinating activities across the organization.
Streamline financial workflows with automation and AI
As businesses grow, financial reporting, invoice processing, approvals, and month-end close can become increasingly time-consuming. Manual data entry and disconnected applications often create unnecessary work for accounting teams, particularly when information must be managed across multiple entities.
Gravity Software combines accounting automation with Microsoft 365 collaboration tools to help businesses improve efficiency and reduce repetitive tasks. Teams can coordinate reviews and approvals using supported Microsoft workflows, while financial information remains managed within Gravity's accounting platform.
For reporting and analysis, Gravity provides financial reporting capabilities alongside dashboards and Power BI business intelligence. Finance teams can monitor financial KPIs, review entity-level performance, and analyze consolidated results without relying entirely on manually maintained spreadsheets.
Businesses can also extend automation through Gravity Software's AI-powered AP Automation module, which uses artificial intelligence to help capture invoice information and reduce manual accounts payable processing. This advanced capability supports more efficient financial workflows while helping accounting teams focus on activities that require greater attention.
Microsoft Excel remains valuable for financial analysis, but growing businesses should not have to depend on disconnected spreadsheets to manage their accounting processes. Bringing financial management and collaboration together helps reduce the challenges associated with spreadsheet-based accounting.
Gravity Software also offers an open API to support connections with other business applications. Organizations using Microsoft Dynamics 365 CRM can connect customer relationship management with financial operations, creating additional opportunities to streamline processes across departments.
Real-world results: InsurHealth Affinity Group builds a connected Microsoft ecosystem
InsurHealth Affinity Group, a growing healthcare organization managing four affiliated businesses, needed a scalable accounting platform to replace QuickBooks and support its expanding national network.
By implementing Gravity Software alongside Microsoft Dynamics 365 CRM, InsurHealth established a connected Microsoft-based environment for financial management, customer relationships, subscription billing, and revenue recognition.
The organization centralized accounting across its affiliated businesses while reducing reliance on disconnected systems. Gravity's multi-entity capabilities provided a more scalable foundation for financial management, while its connection with Microsoft Dynamics 365 CRM helped support business processes beyond accounting.
"The combination of Gravity Software's multi-entity accounting platform and Microsoft Dynamics 365 CRM has given us an integrated Microsoft solution that is both cost-effective and scalable. Today, it supports InsurHealth Affinity Group and several of our affiliated businesses as we continue to grow."
— Dennis Steckler, Managing Member, Chief Business Architect & COO, InsurHealth Affinity Group
InsurHealth's experience demonstrates how a connected Microsoft ecosystem can support growing organizations that need stronger financial management, improved operational efficiency, and the flexibility to expand without maintaining multiple disconnected accounting systems.
Read the full customer story →
Ready to modernize your accounting?
If your business is outgrowing QuickBooks or struggling with a legacy accounting system, it may be time to consider a financial management platform designed for growth. Gravity Software brings together multi-entity accounting, financial reporting, budgeting, inventory management, and advanced automation capabilities within one cloud-based system.
Combined with Microsoft 365 collaboration tools, Gravity helps finance teams reduce manual processes, improve visibility, and work more efficiently across departments and entities. Ready to see how Gravity Software can help your business simplify accounting, improve collaboration, and support continued growth? Schedule your online demo today.
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Updated on October 18, 2026