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 & 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— schedule a demo with Gravity Software today

Client Spotlight: Investment accounting software in action

Client Spotlight: Investment accounting software in action

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. Explore resources designed for investment firms and holding companies looking to streamline financial management, improve reporting, and scale with confidence.

Private Equity

Learn how private equity firms streamline multi-entity accounting, automate intercompany processes, and strengthen reporting with Gravity’s cloud-based solution.

Multi-Entity Guide

Explore the comprehensive Multi-Entity Accounting Guide and see how standardized structures, automation, and real-time reporting improve efficiency across complex organizations.

Inventory Tracking

Understand how real-time inventory visibility supports accurate financial management and smooth operations for growing multi-entity businesses.

AI Accounting

Discover how AI-powered tools like Microsoft Copilot and automated workflows help finance teams reduce manual work and improve accuracy across multi-entity environments.

Onefire Holding Co. Case Study

See how Onefire Holding Co. improved efficiency, reduced manual tasks, and gained entity-level visibility by adopting Gravity Software’s multi-entity accounting solution.

Private Investments

Explore best practices for tracking equity and debt investments in private companies so your family office can centralize data, improve transparency, and strengthen portfolio decisions.

Real Estate Investment Accounting

Learn how real estate investment organizations consolidate financials, manage distributed assets, and maintain clear financial oversight across properties and entities.

Power BI Reporting

See how Gravity’s native Power BI integration gives you real-time, multi-entity financial dashboards without connectors or manual exports.

Demo Video

Watch our 7-minute overview of Gravity Software and see how multi-entity organizations streamline consolidation, reporting, and financial control.

Investment accounting software FAQs

Investment accounting software FAQs

Choosing the right accounting system is an important decision for investment and holding companies managing multiple entities, complex ownership structures, and growing portfolios. Below are answers to some of the most common questions organizations ask when evaluating multi-entity accounting solutions like Gravity Software.

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

Gravity is built specifically for investment firms and holding companies managing multiple entities. Unlike traditional software that handles one entity at a time, Gravity enables real-time consolidation, automates intercompany transactions, and delivers Microsoft Power BI dashboards for faster decision-making.

What types of investment and holding firms benefit most from Gravity Software?

Gravity is ideal for holding companies, family offices, private equity firms, real estate investment firms, and multi-entity investment groups that need unified reporting, automation, and visibility across subsidiaries, funds, or portfolios.

How does Gravity simplify managing multiple entities?

Gravity allows firms to manage all entities in one database and platform, reducing duplicate data entry. Shared vendors, standardized charts of accounts, and real-time consolidated reporting eliminate spreadsheets and manual consolidations.

Can Gravity handle holding company accounting and subsidiary reporting?

Yes. Gravity supports consolidated financial reporting across subsidiaries with entity-level visibility. Holding companies can generate both individual subsidiary financials and consolidated reports without switching systems or manually combining data.

Does Gravity support intercompany transactions and due to/due from automation?

Yes. Gravity automates intercompany allocations and balances due to/due from entries automatically. This reduces reconciliation time, improves accuracy, and speeds up month-end close for multi-entity organizations.

How does Gravity support multi-currency accounting for global investments?

Gravity includes built-in multi-currency reporting. Firms can process transactions in one currency, report in another, automatically update exchange rates, and consolidate global entities without manual conversion work.

Can Gravity support GAAP and IFRS compliance requirements?

Yes. Gravity supports GAAP and IFRS reporting structures and includes role-based permissions, audit-ready reporting, and full transaction history to support compliance across jurisdictions.

How does Gravity support reporting and real-time visibility across entities?

Gravity provides real-time consolidated reporting and integrates natively with Microsoft Power BI, making it easy to build dashboards for investors, executives, and stakeholders. Firms can compare entity performance, monitor KPIs, and identify trends faster.

How does Gravity integrate with Microsoft 365 and Microsoft tools?

Gravity is built natively on the Microsoft Power Platform, enabling seamless integration with Microsoft 365 (Excel, Outlook, Teams, SharePoint), Power BI dashboards, and Power Automate workflows—without third-party middleware.

How does Gravity help reduce manual work for finance teams?

Gravity eliminates spreadsheet-driven processes by automating intercompany transactions, real-time consolidation, workflow approvals, and reporting. Firms spend less time reconciling and more time analyzing performance and managing growth.

How does Gravity support audit readiness and internal controls?

Gravity includes full audit trails, role-based permissions, and automated workflows that improve transparency and strengthen internal controls across all entities. This supports both investor reporting and external audits..

Is Gravity scalable for firms managing acquisitions, new funds, or growth?

Yes. Gravity is designed to scale from a few entities to hundreds. Firms can add new entities, users, and workflows as they grow—without outgrowing the platform or migrating to an ERP.

How long does implementation take for investment and holding firms?

Most implementations take 3–6 months, depending on entity count, chart of accounts complexity, integrations, and reporting needs. Gravity’s Premier Partners guide the process from planning through training and go-live.

Do investment and holding firms need Gravity’s Investment Management module to use this solution?

No. Many firms use Gravity strictly for multi-entity accounting, consolidation, compliance, and Microsoft-powered reporting. The Investment Management module is optional for firms that want investment sub-ledger functionality.

How do I know if Gravity is the right fit for my firm?

Gravity is a strong fit if your organization manages multiple entities, struggles with consolidation or intercompany processes, needs real-time reporting, and wants a scalable solution built on Microsoft. The best next step is to schedule a demo to review your structure and reporting requirements.