Cloud Collaboration with Microsoft 365 | Gravity Software

When you combine the collaboration power of Microsoft 365 with the accounting strength of Gravity Software—built natively on the Microsoft Power Platform—you create a smarter, more connected financial ecosystem. Especially for businesses managing multiple locations, subsidiaries, or legal entities.

With Gravity’s built-in multi-entity architecture, finance, operations, and leadership can work from a single source of truth—sharing insights, reducing manual processes, and scaling efficiently.

Let’s explore how seamlessly integrating Gravity Software with Microsoft 365 improves visibility, simplifies teams connectivity, and unlocks smarter financial growth.

Familiar interface, unified experience

Your team is already using tools like Outlook, Excel, Teams, and SharePoint. With Gravity’s native Microsoft 365 integration, those familiar tools become powerful extensions of your accounting platform.

• Familiar interfaces: Finance teams can work directly in Excel or Teams—with full access to real-time financial data from Gravity.
• Centralized communication: Share reports, ask questions, and track transactions in the flow of work.
• Cloud-native access: Collaborate securely from anywhere, whether in-office or remote.

Built for multi-entity teams and cross-functional visibility

Gravity Software is designed from the ground up to support businesses managing multiple entities—whether you oversee several legal entities, locations, or brands.

Unlike legacy systems that require separate logins or disconnected databases, Gravity lets you:

• Consolidate financials in real time
• Automate intercompany transactions
• Standardize charts of accounts across entities
• Generate consolidated and entity-specific reports instantly
• Control user permissions by role and entity

Microsoft 365 enhances this experience with collaborative tools like Teams, Excel, and SharePoint—so your accounting and operational teams stay in sync across companies.

Streamline approvals, reporting, and team connectivity

When Gravity and Microsoft 365 work together, your team gets more done—faster:

• Forecast in real time: Power BI dashboards show entity-level and consolidated KPIs.
• Simplify month-end close: Workflow automation and Teams notifications accelerate reviews and approvals.
• Work anywhere: Access reports, documents, and dashboards from any device.
• Reduce manual work: Shared tools eliminate rekeying, copy/pasting, and email threads.
  

Empower financial teams with Gravity + Microsoft 365

Gravity Software, built on the Microsoft Power Platform, delivers real-time financials tightly integrated with Microsoft 365:

• Live excel integration: Open and edit reports in Excel—with real-time sync back to Gravity.
• Visual dashboards: Visualize data across multiple companies, projects, or departments.
• Microsoft Teams workflows: Share transactions, tag coworkers, and discuss financials in real time.
• Secure shared workspace: Maintain tight controls over who sees what, by user, role, and entity.

Gravity also features an open API, giving you the flexibility to integrate with third-party tools—including CRM systems like Dynamics 365 Sales or Salesforce, if your business uses them. But even without a CRM, Gravity and Microsoft 365 deliver everything your finance team needs to collaborate and grow.

Explore Gravity's full accounting platform

Looking to go deeper than workflow integration? See how Gravity Software brings together everything growing businesses need to simplify multi-entity accounting and scale smarter—from core financials to AP automation, budgeting, inventory, and real-time insights.

Explore Gravity Software’s full product capabilities →

Whether you're upgrading from QuickBooks or moving off legacy ERP systems, Gravity gives you enterprise-grade functionality—without the complexity or high cost.

Real-world results: 360 Destination Group streamlines operations

360 Destination Group, a national hospitality firm with five entities, struggled with inefficiencies using QuickBooks Desktop and disconnected spreadsheets.

After adopting Gravity Software and integrating with Microsoft 365, they eliminated redundant data entry, and gained powerful multi-entity reporting capabilities.

"We had long outgrown QuickBooks, but didn’t quite require an expensive and overly complex enterprise application. We’ve been able to streamline our internal accounting processes based on the capabilities of Gravity."
— Shawna Bailley, Director of Accounting, 360 Destination Group

Their results:

• One login across five entities
• Automated intercompany transactions
• Real-time reporting dashboards
• Reduced reliance on external programs
• More secure, simplified workflow integration

Read the full customer story →

Collaborate from anywhere - securely

With Microsoft 365 and Gravity Software:

• Host online meetings in Teams
• Share and edit reports in Excel and SharePoint
• Track user presence (online, busy, in a meeting)
• Access data across devices securely

Whether you're remote, hybrid, or office-based, this integration keeps your accounting and operations team connected and confident.

Ready to break free from legacy systems

If you're still relying on disconnected tools, outdated software, or complex enterprise systems that don’t match your growth needs—Gravity Software offers a better way to work.

We’re the only mid-market accounting software natively built on the Microsoft Power Platform, with:

• Multi-entity accounting at the core
• Deep Microsoft 365 integration
• Real-time reporting and financial visuals
• Cloud-native flexibility and scalability

Experience better teamwork. Gain deeper insights. Unlock smarter financial growth.

Schedule your online demo of Gravity Software today. 

Gravity Software

Better. Smarter. Accounting.