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

Investment firms and holding companies need accounting software that can manage multiple entities, consolidate financial reporting, automate intercompany transactions, and provide visibility across complex ownership structures. As firms add subsidiaries, funds, investments, or acquisitions, spreadsheets and single-entity accounting systems can make financial management increasingly difficult.

Finance teams may spend hours switching between company files, reconciling intercompany balances, consolidating reports, and maintaining separate spreadsheets to understand financial performance across the organization.

Private equity firms face similar challenges when investment activity, accounting, and reporting are managed across separate systems. Learn more about private equity investment accounting and reporting.

Gravity Software provides cloud-based multi-entity accounting built natively on the Microsoft Power Platform. Organizations can manage multiple entities in one system, automate intercompany transactions, consolidate financial reporting, and use Microsoft Power BI to analyze financial information across the business.

For investment firms and holding companies that have outgrown entry-level accounting software, Gravity provides the financial visibility and multi-entity capabilities needed to manage growing organizational complexity.

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

Gravity Software gives investment firms and holding companies one financial platform for managing multiple entities without maintaining separate accounting systems or relying on disconnected spreadsheets.

Finance teams can share vendors, customers, and chart of accounts across entities, automate intercompany transactions, consolidate financial results, and analyze performance with Microsoft Power BI. With financial data maintained in one database, teams gain greater consistency and visibility across subsidiaries, funds, holding companies, and other entities.

Gravity also integrates with Microsoft 365, including familiar tools such as Excel, Outlook, and Teams, helping finance teams work within the Microsoft ecosystem they already use.

Watch our 7-minute demo to see how Gravity Software helps investment firms and holding companies simplify multi-entity financial management and reporting.

Benefits of multi-entity accounting for investment & holding firms

Benefits of multi-entity accounting for investment & holding firms

Multi-entity accounting software helps investment firms and holding companies manage financial activity across subsidiaries, funds, and other entities without maintaining separate systems and manual consolidation processes.

By centralizing financial data, automating transactions between related entities, and providing consolidated reporting, finance teams can spend less time reconciling information and more time analyzing financial performance.

1

Streamlined consolidation

Consolidate financial results across multiple entities without manually combining reports or spreadsheets. Automated intercompany accounting, including due to/due from entries, helps reduce manual reconciliation and support a faster financial close.

2

Real-time visibility

View financial performance across individual entities or the organization as a whole. Microsoft Power BI dashboards help finance teams compare results, monitor trends, and analyze financial data without relying on manual report preparation. For a deeper look at portfolio oversight and financial visibility, explore our guide to private equity investment management.

3

Financial controls and audit visibility

Maintain detailed audit trails, role-based security, and consistent financial records across entities. Multi-currency capabilities also help organizations manage financial activity across different currencies and jurisdictions.

4

Operational efficiency

Manage entities within one financial system instead of switching between separate company files and disconnected spreadsheets. Shared financial data and automated processes can reduce duplicate entry and repetitive administrative work.

5

Scalability

Add new entities as your organization expands through acquisitions, new funds, subsidiaries, or other investments without replacing your accounting platform as complexity grows.

6

See Gravity in Action

See how Gravity Software helps investment firms and holding companies simplify multi-entity accounting, improve financial visibility, and manage growing organizational complexity.

Client Spotlight: Investment accounting software in action

Client Spotlight: Investment accounting software in action

Managing financials across a growing number of entities can create significant accounting and reporting challenges. Onefire Holding Co. was managing 17 entities in QuickBooks Enterprise, but the system could no longer keep pace with its multi-entity accounting and consolidated reporting needs.

After moving to Gravity Software, Onefire:

Reduced accounting time by 50%.
Eliminated redundant logins and manual reconciliations.
Gained greater financial visibility across all 17 entities.

Read the Onefire Holding Co. case study to see how Gravity Software helped the company simplify multi-entity accounting and improve financial visibility.

Investment accounting resources

Investment accounting resources

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Explore resources for investment firms and holding companies covering multi-entity accounting, private investment tracking, financial reporting, automation, and other strategies for managing complex financial operations.

Private Equity Investment Accounting & Reporting

Learn how private equity firms can simplify multi-entity accounting, connect investment activity with financial data, and improve reporting across complex investment structures.

Multi-Entity Guide

Explore our Multi-Entity Accounting Guide to learn how standardized financial structures, automation, and consolidated reporting can improve financial management across multiple entities.

Investment management

See how Gravity Software helps organizations track equity, debt, and other investments while connecting investment activity with financial reporting.

private equity investment management

Learn how private equity firms can improve portfolio visibility, reporting, and investment management.

Healthcare private equity accounting

Learn how PE-backed healthcare organizations can simplify multi-entity accounting, financial consolidation, and reporting as they grow through acquisitions.

Tracking equity & debt investments

Explore best practices for tracking equity and debt investments in private companies, including valuations, multi-currency activity, reporting, and General Ledger integration.

Real Estate Investment Accounting

Learn how real estate investment organizations can consolidate financials, manage multiple entities, and improve financial visibility across properties and investments.

Power BI Reporting

See how Microsoft Power BI helps finance teams analyze multi-entity financial data with interactive dashboards and real-time reporting.

Demo Video

Watch our 7-minute Gravity Software overview to see how multi-entity organizations simplify accounting, consolidation, reporting, and financial management.

Investment accounting software FAQs

Investment accounting software FAQs

Choosing accounting software for an investment firm or holding company requires evaluating how the system handles multiple entities, consolidation, intercompany accounting, reporting, financial controls, and growth. Below are answers to common questions investment firms and holding companies ask when evaluating multi-entity accounting 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.