Accounting Software for Investment & Holding Firms

Simplify multi-entity accounting with real-time consolidation, compliance, and Microsoft-powered insights.

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  • Why investment firms and holding companies need better accounting software
  • Why investment firms and holding companies need better accounting software

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    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 accounting software icon – Gravity Software features for managing portfolios and multi-entity operations

    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

    Gravity multi-entity accounting icon – streamline financial management across multiple entities

    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 franchise — schedule a demo with Gravity Software today .

    schedule a demo with Gravity Software

  • 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 operat

  • 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

    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

    Gravity Software salesperson icon for family office accounting 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.

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

    Gravity’s investment accounting software is specifically designed for multi-entity accounting and investment management. While regular accounting software may be limited to handling the financials of a single entity, Gravity's software allows you to efficiently manage and consolidate financial data across multiple entities and investment portfolios. This unique functionality sets Gravity apart and makes it an ideal choice for businesses with complex accounting needs.

    How does the multi-entity accounting functionality of Gravity Software work?

    Gravity's multi-entity accounting software is designed to streamline the process of managing financial data across multiple companies or locations. With Gravity, you can easily manage inter-company transactions, expenses and investments across different entities, providing you with a comprehensive view of your financials. This functionality allows you to save time and effort by eliminating the need for manual data entry and reconciliation between entities. Gravity ensures accuracy, efficiency, and transparency in your multi-entity accounting processes.

    How can Gravity's investment accounting software help me manage and track my investments and expenses?

    Gravity's accounting software is specifically tailored to help you effectively manage and track your investments and expenses. With Gravity, you can easily monitor the performance of your investment portfolios, track expenses related to each investment, and generate detailed reports for analysis. This allows you to make informed decisions, optimize your investment strategies, and maximize your returns.

    What are the benefits of using Gravity accounting software for financial reporting and compliance purposes?

    Gravity’s accounting software offers several benefits for financial reporting and compliance purposes. Firstly, Gravity's multi-entity functionality allows you to easily consolidate financial data across entities, simplifying the process of preparing consolidated financial statements. Its robust reporting capabilities enable you to generate accurate and comprehensive financial reports, ensuring compliance with regulatory requirements. The software is designed to handle complex accounting standards and regulations, including GAAP and FASB standards, making it a reliable choice for businesses operating in multiple countries. Gravity’s multi-currency software also automates currency conversion and exchange rate calculation to give you full transparency over global investments.

    Can Gravity Software generate performance reports and analytics for investment portfolio management?

    With Gravity, you can track the performance of individual investments, analyze portfolio performance, measure returns, and assess risk. These insights help you make data-driven decisions, identify trends, and optimize your investment strategies. Gravity's performance reports and analytics provide you with the information you need to stay ahead in the ever-changing investment landscape.

    How does Gravity handle different accounting standards and regulations?

    Gravity is designed to handle different accounting standards and regulations seamlessly. The software is equipped with flexible accounting rules and customizable templates, allowing you to adapt to various accounting standards, such as GAAP or IFRS. Gravity's system updates automatically to reflect changes in regulations, ensuring your financial data remains compliant. This adaptability and compliance functionality make Gravity a reliable choice for businesses operating in different jurisdictions or industries with specific accounting requirements.

    Is Gravity scalable for managing large investment portfolios or multiple clients?

    Yes. Gravity is highly scalable, making it ideal for businesses looking to grow and expand their investment management operations. Whether you are a wealth management firm, a family office, or an investment fund, Gravity's software can handle the complexities of managing and tracking investments at scale. Gravity’s investment sub-ledger calculates a weighted average share price for a particular investment based on your buying and selling activity, giving you a standard measurement by which to easily compare your investments.

    Gravity’s robust business intelligence and consolidated financial reporting also allows you to identify new investment opportunities while mitigating risks. You can see detailed insights into the performance of all your portfolio companies at a glance or take a deeper look at the performance of one individual company or entity.

    Drive financial excellence with the right investment accounting software!

    Stop wrestling with outdated tools. With Gravity’s investment accounting software, you gain visibility, control, and scalability — all while reducing manual effort. 

    Schedule a demo with Gravity Software today to learn how our solution can take your investment firm's finances to the next level.

    schedule a demo with Gravity Software