Multi-entity accounting software for investment firms and holding companies

Manage multiple entities in one system, automate intercompany transactions, consolidate financial reporting and gain Microsoft-powered insights across your organization.

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  • Why investment firms and holding companies need multi-entity accounting software

    • Why investment firms and holding companies need multi-entity accounting software

    Financial report with charts and magnifying glass representing multi-entity accounting insights for investment firms and holding companies

    Investment firms and holding companies often manage subsidiaries, funds, special-purpose entities, operating companies and other investments within one organizational structure. As the number of entities grows, separate accounting databases and spreadsheets make it harder to maintain consistent financial information and understand performance across the organization.

    Finance teams can spend hours switching between company files, reconciling due to and due from balances, combining reports and updating spreadsheets. These manual processes slow the financial close, increase the risk of errors and make it difficult to provide leadership and stakeholders with timely financial information.

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

    Investment firms that also need to track equity, debt, convertible notes and other private investments can add Gravity’s Investment Management module. This optional investment subledger connects investment activity with the General Ledger while the broader Gravity platform manages accounting across the organization.

    Schedule a personalized demo to see how Gravity can simplify accounting and reporting across your investment or holding company structure.

    What is accounting software for investment firms and holding companies?

    Accounting software for investment firms and holding companies helps finance teams manage financial activity across subsidiaries, funds and other related entities. Multi-entity functionality brings accounting data into one system so teams can automate intercompany transactions, consolidate financial results and maintain visibility across the organization.

  • Why investment firms and holding companies choose Gravity Software

    • Why investment firms and holding companies choose Gravity Software

    Money bag icon representing Gravity Software for investment firms and holding companies

    Gravity Software gives investment firms and holding companies one financial management platform for managing multiple entities without maintaining separate accounting systems or relying on disconnected spreadsheets. Financial data is maintained in one database, allowing teams to work with consistent information across subsidiaries, funds, holding companies and other related entities.

    Finance teams can share vendors, customers and charts of accounts across entities while maintaining entity-level security, approval workflows and detailed audit trails. Automated intercompany accounting, consolidated reporting and Microsoft Power BI provide greater visibility across the organization while preserving access to individual entity results.

    Gravity also works with Microsoft 365, including Excel, Outlook, Teams and SharePoint. Microsoft Power Automate supports configurable workflows, while Microsoft 365 Copilot can help authorized users work with financial information through the Microsoft tools they already use.

    Watch the 11-minute demo to see how Gravity helps investment firms and holding companies simplify multi-entity accounting, financial consolidation, reporting and everyday financial management.

  • Benefits of multi-entity accounting for investment firms and holding companies

    • Benefits of multi-entity accounting for investment firms and holding companies

    Magnifying glass with dollar symbol over buildings, representing multi-entity accounting for investment and holding firms

    Multi-entity accounting software helps investment firms and holding companies manage financial activity across subsidiaries, funds and other related entities without relying on separate systems and manual consolidation processes. Centralized financial data, automated accounting and connected reporting give finance teams greater control as organizational structures grow.

    1

    Streamlined financial consolidation

    Consolidate financial results across selected entities without manually combining reports or spreadsheets. Finance teams can review individual entity results and consolidated financial statements while maintaining a consistent reporting structure.

    2

    Automated intercompany accounting

    Create balancing due to and due from entries for transactions between related entities. Automating intercompany accounting reduces duplicate entry, simplifies reconciliation and supports a more efficient month-end close.

    3

    Real-time financial visibility

    View financial information by entity or across the organization. Microsoft Power BI dashboards help finance teams compare results, monitor trends and analyze financial data without waiting for manually prepared reports.

    4

    Stronger financial controls

    Maintain detailed audit trails, role- and entity-based security, approval workflows and consistent financial records. These controls improve accountability and help teams prepare for internal reviews and external audits.

    5

    Multi-currency financial management

    Record transactions in different currencies, use daily exchange rates and report financial results in the appropriate reporting currency. Multi-currency capabilities help firms manage entities and investments operating across different countries or jurisdictions.

    6

    Scalable entity management

    Add subsidiaries, funds and other entities as the organization expands through acquisitions, new investments or structural changes. Shared financial information and standardized processes make it easier to grow without creating another disconnected accounting environment.

  • Client spotlight: Onefire Holding Co. cuts accounting time by 50%

    • Client spotlight: Onefire Holding Co. cuts accounting time by 50%

    Onefire Holding Co. logo—client that reduced accounting time by 50% with Gravity Software

    Onefire Holding Co. was managing financial activity across 17 entities in QuickBooks Enterprise. As the organization grew, separate company files, repeated logins and manual reconciliations made multi-entity accounting and consolidated reporting increasingly time-consuming.

    After moving to Gravity Software, Onefire brought its entities into one accounting platform. The company:

    • Reduced accounting time by 50%.
    • Eliminated redundant logins and manual reconciliations.
    • Gained greater financial visibility across all 17 entities.
    • Improved access to consolidated financial information.

    Read the Onefire Holding Co. case study to see how Gravity helped the organization simplify multi-entity accounting and reporting.

  • Investment accounting resources

    • Investment accounting resources

    G2 'Users Love Us' badge, recognizing Gravity Software for its high customer satisfaction with an average rating of 4.0 stars or higher

    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 and reporting

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

    Enterprise accounting software for holding companies

    See how growing holding companies can centralize multi-entity accounting, automate intercompany transactions and improve consolidated financial reporting across subsidiaries.

    Multi-entity accounting guide

    Explore how standardized financial structures, automated intercompany accounting and consolidated reporting can improve financial management across multiple entities.

    Investment Management software

    See how Gravity’s optional Investment Management module helps organizations track equity, debt, convertible notes and other private investments while connecting investment activity with the General Ledger.

    Private equity investment management

    Explore strategies for improving portfolio visibility, financial reporting and oversight across funds, portfolio companies and other investments.

    Tracking equity and debt investments

    Review best practices for organizing investment records, tracking purchases and sales, managing valuations and reporting gains and losses.

    Real estate investment accounting

    See how real estate investment organizations can manage financial activity across properties and entities while improving consolidation and reporting.

    Power BI reporting

    Discover how Microsoft Power BI helps finance teams analyze multi-entity financial data through interactive dashboards and connected reporting.

    See Gravity Software in action

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

  • Accounting software FAQs for investment firms and holding companies

    • Accounting software FAQs for investment firms and holding companies

    Gravity Software representative available to answer investment and holding company accounting questions

    Choosing accounting software for an investment firm or holding company requires evaluating how the system handles multiple entities, consolidated reporting, intercompany accounting, financial controls and continued growth. These answers address common questions finance teams ask when evaluating Gravity Software.

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    How is multi-entity accounting different from single-entity accounting software?

    Single-entity accounting software typically requires each company to maintain a separate database, login and reporting process. Multi-entity accounting software allows related companies to operate within one connected environment while maintaining separate books, permissions and financial statements for each legal entity. Finance teams can also automate intercompany transactions and produce consolidated financial reports across selected entities.

    What types of investment firms and holding companies use Gravity Software?

    Gravity is designed for organizations managing multiple related entities, including holding companies, private equity firms, investment groups, real estate investment firms and family offices. It is best suited for organizations that need entity-level accounting and consolidated financial visibility.

    How does Gravity simplify accounting across multiple entities?

    Gravity allows finance teams to manage multiple entities within one accounting platform and database. Teams can share vendors, customers and charts of accounts while maintaining separate books, security and reporting for each legal entity.

    Can Gravity produce both entity-level and consolidated financial reports?

    Yes. Finance teams can review financial statements for individual entities and produce consolidated financial reports for selected groups of entities without manually combining separate reports in spreadsheets.

    Does Gravity automate intercompany accounting?

    Yes. Gravity can generate the corresponding due to and due from entries for transactions between related entities. This intercompany automation reduces duplicate data entry and helps keep balances aligned.

    Can Gravity support holding companies with multiple subsidiaries?

    Yes. Holding companies can maintain separate financial records for each subsidiary while viewing financial information across the broader organization. Role- and entity-based security helps control which companies and financial information each user can access.

    Does Gravity support multi-currency accounting?

    Yes. Gravity supports transactions and reporting across multiple currencies, including daily exchange rates and foreign currency gains and losses. Organizations can manage entity and transaction currencies while reporting results in the appropriate reporting currency. Explore Gravity’s multi-currency accounting capabilities.

    How does Gravity support financial controls and audit readiness?

    Gravity provides detailed audit trails, approval workflows, role- and entity-based permissions and transaction history. These capabilities improve accountability and help finance teams prepare information for internal reviews and external audits.

    How does Gravity work with Microsoft Power BI and Microsoft 365?

    Gravity works with Microsoft Power BI for dashboards and business intelligence. It also connects with Microsoft 365, including Excel, Outlook, Teams and SharePoint, helping finance teams work within the Microsoft environment they already use.

    Do investment firms need the Investment Management module to use Gravity?

    No. Investment firms and holding companies can use Gravity for multi-entity accounting, intercompany transactions, consolidated reporting and financial management without the Investment Management module. The optional Investment Management module adds an investment subledger for organizations that need to track private investments and related accounting activity.

    Can Gravity support acquisitions and newly created entities?

    Yes. Organizations can add entities as they complete acquisitions, establish new funds or subsidiaries, or change their legal structure. Shared financial information and standardized processes provide a repeatable foundation for incorporating additional entities.

    How long does implementation take?

    Implementation timing depends on the number of entities, chart of accounts structure, data migration, integrations, reporting requirements and other project needs. Gravity and its Premier Partners review these requirements during the assessment and planning process before establishing the implementation schedule.

    How can I determine whether Gravity is the right fit?

    Gravity may be a strong fit if your organization manages multiple entities, relies on spreadsheets for consolidation, processes intercompany transactions manually or needs better financial visibility across its structure. Schedule a personalized demo to review your accounting environment and requirements.

    Simplify accounting across your investment or holding company structure

    Bring multi-entity accounting, intercompany transactions, consolidated financial reporting and business intelligence together in one connected platform. Gravity gives finance teams entity-level control and organization-wide visibility without relying on separate accounting databases and manual spreadsheet consolidation.

    Schedule a personalized demo to discuss your entity structure, accounting processes and reporting requirements with the Gravity Software team.

    schedule a demo with Gravity Software