Accounting Software for Investment & Holding Firms | Gravity Software

Why investment firms and holding companies need better accounting software

Why investment firms and holding companies need better accounting software

Managing multiple entities, funds, and portfolios comes with complex challenges — from consolidating financials to meeting compliance requirements and delivering transparency to investors. Too many investment and holding companies are still relying on spreadsheets or single-entity systems, creating inefficiencies, delays, and unnecessary risk.

Gravity Software provides cloud-based multi-entity accounting built natively on the Microsoft Power Platform. With seamless integration into Microsoft 365 and Power BI, automated intercompany transactions, and one secure database for all your entities, Gravity gives investment firms and holding companies the clarity and control they need to grow with confidence.

Request a demo today and see how Gravity transforms accounting for investment and holding companies.

Why investment & holding firms choose Gravity Software

Why investment & holding firms choose Gravity Software

Investment firms and holding companies face unique challenges — disconnected systems, time-consuming reconciliations, limited visibility, and mounting compliance pressures. Managing multiple entities and portfolios often means juggling spreadsheets or single-entity systems that simply can’t keep up.

Gravity Software is built to solve these problems. Our multi-entity accounting platform, designed natively on the Microsoft Power Platform, consolidates financials across all entities, automates intercompany transactions, and provides real-time insights through Power BI dashboards. With one secure database, you gain enterprise-grade security, GAAP/IFRS compliance, and the scalability to grow from a family office to a global holding company.

Watch our 7-minute demo video below to see why investment firms and holding companies rely on Gravity Software.

Benefits of multi-entity investment accounting software

Benefits of multi-entity investment accounting software

Managing multiple entities, portfolios, and investments can quickly become overwhelming without the right systems in place. That’s where modern multi-entity investment accounting software makes the difference — streamlining complex processes, reducing errors, and giving you the clarity to make faster, smarter financial decisions.

With Gravity, investment firms gain the tools to consolidate accounts, ensure compliance, and scale with confidence — all from a single, easy-to-use platform.

1

Streamlined consolidation

Close the books faster with real-time consolidation across all entities. Automate intercompany transactions and eliminate manual reconciliations that slow you down.

2

Real-time visibility

Make faster, smarter decisions with dashboards powered by Microsoft Power BI. Compare entities, track performance, and spot opportunities instantly.

3

Compliance and audit control

Built for GAAP/IFRS compliance, multi-currency reporting, and full audit trails — ideal for global investment operations.

4

Operational efficiency

Unify all entities in a single database and platform instead of juggling disconnected systems. With one source of truth, your team can free themselves from repetitive tasks and focus on high-value work.

5

Scalability

Easily add entities, portfolios, or acquisitions as your firm evolves — all without outgrowing your accounting software.

6

See Gravity in Action

Unlock these benefits for your investment firm or holding company — schedule a demo with Gravity Software today.

Client Spotlight: Investment accounting software in action

Client Spotlight: Investment accounting software in action

Robert Everman, COO of Onefire Holding Co., client success with Gravity investment accounting software

Managing the finances of a growing, multi-entity organization can be overwhelming. Onefire Holding Co. had 17 entities running on QuickBooks Enterprise, but the system couldn’t keep up with their consolidation and reporting needs.

By moving to Gravity’s cloud-based multi-entity platform, Onefire:

Cut accounting time by 50%.
Eliminated redundant logins and manual reconciliations.
Gained real-time visibility across all entities.

Read the full Onefire Holding Co. case study to learn how Gravity transformed their operations.

Investment accounting resources

Investment accounting resources

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Staying ahead in the investment industry requires the right insights, strategies, and tools. Browse our library of resources tailored for firms and holding companies looking to streamline financial management, strengthen portfolio performance, and scale with confidence.

Private Equity

Streamline investment management and accounting for private equity firms with Gravity Software’s multi-entity platform — simplify consolidation, reporting, and transparency.

Multi-Entity Guide

Explore our comprehensive Multi-Entity Accounting Guide to learn how Gravity Software simplifies complex structures, improves efficiency, and gives investment firms real-time insights into holdings and entities.

Inventory Tracking

Discover why inventory tracking matters for growing businesses and how Gravity’s multi-entity platform connects inventory directly to financials for real-time visibility.

Onefire Holding Co. Case Study

See how Onefire Holding Co. increased efficiency by 50%, gained real-time insights, and created financial savings upon implementing Gravity Software.

AI Accounting

Learn how AI accounting solutions help CFOs streamline AP, automate reconciliations, and gain real-time insights with Gravity’s multi-entity platform.

Real Estate Investment Accounting

Simplify real estate investment accounting with Gravity Software — manage multiple funds, consolidate reporting, and gain transparency for investors across all entities.

Boutique Hotels Financial Management

See how boutique hotel groups simplify multi-location financial management with Gravity’s multi-entity accounting — centralized database, intercompany automation, and real-time consolidated reporting.

Demo Video

Watch Gravity Software’s new demo video to see how our multi-entity investment accounting software simplifies consolidation and reporting.

Investment accounting software FAQs

Investment accounting software FAQs

Choosing the right investment accounting software is a big decision — especially when your firm manages multiple entities, complex portfolios, and rapid growth opportunities. To help you better understand the importance of selecting an investment accounting software with your business in mind, we’ve answered some of the most common questions below.

How does Gravity’s investment accounting software differ from regular accounting software?

Gravity’s investment accounting software is designed specifically for firms managing multiple entities and complex portfolios. Unlike traditional accounting systems that handle one entity at a time, Gravity automates intercompany transactions, consolidates reporting in real time, and integrates seamlessly with Microsoft Power Platform for advanced analytics.

What types of firms benefit most from Gravity Software?

Gravity is ideal for family offices, holding companies, private equity firms, and investment groups managing multiple entities, funds, or subsidiaries. It’s built for organizations that have outgrown QuickBooks or Xero but don’t want the cost and complexity of a full ERP.

How does Gravity simplify managing multiple entities?

With Gravity, you can manage all entities in a single database and platform. Shared vendors, customers, and chart of accounts reduce redundancy, while intercompany transactions balance automatically. Consolidated reporting takes minutes instead of days.

Can Gravity handle different accounting standards like GAAP and IFRS?

Yes. Gravity supports GAAP and IFRS, along with flexible accounting rules, customizable templates, and multi-currency capabilities. That means your firm can operate confidently across jurisdictions while remaining compliant.

How does Gravity help with investment tracking and reporting?

Gravity’s investment sub-ledger calculates weighted average share prices, tracks buys and sells, and consolidates results across portfolios. With built-in Power BI dashboards, you can compare entity performance, monitor KPIs, and analyze returns in real time.

How does Gravity integrate with Microsoft tools?

Built on the Microsoft Power Platform, Gravity integrates natively with Microsoft 365 apps (Outlook, Excel, Teams), Power Automate for workflows, and Power BI for advanced reporting. Firms benefit from enterprise-grade security and familiar tools their teams already use.

How can Gravity Software help reduce manual work?

Gravity eliminates manual reconciliations, duplicate data entry, and spreadsheet-heavy processes. Automated intercompany transactions, consolidated financials, and workflow automation free your finance team to focus on higher-value work.

How does Gravity improve compliance and audit readiness?

Gravity provides complete audit trails, role-based security, and GAAP/IFRS-ready reporting. Multi-currency accounting is built-in, and automated processes ensure accurate, transparent records across every entity.

Is Gravity scalable for firms managing large portfolios or acquisitions?

Yes. Gravity is built to scale from a few entities to hundreds. Whether you’re managing new funds, acquisitions, or geographic expansion, Gravity grows with your business without costly migrations.

How long does implementation take for an investment firm?

Most implementations take 3–6 months, depending on the number of entities, complexity of your chart of accounts, and integrations required. Gravity’s Premier Partners provide structured onboarding, training, and support to ensure a smooth transition.