Microsoft 365 Copilot for Accounting | Gravity Software

Experience AI-powered accounting with Microsoft 365 Copilot

Experience AI-powered accounting with Microsoft 365 Copilot

Graviton, Gravity Software's AI icon, representing AI-powered accounting with Microsoft 365 Copilot

Microsoft 365 Copilot works with Gravity Software to bring conversational AI into everyday accounting workflows. Because Gravity is built natively on the Microsoft Power Platform, finance teams can securely access Gravity accounting information from Outlook, Teams, Excel, Word and other Microsoft applications while respecting existing role-based security.

Using natural language, finance teams can retrieve financial information, analyze accounting data and complete supported accounting tasks without constantly switching between applications. From reviewing vendor information and financial reports to creating transactions and responding to accounting requests, Copilot helps reduce manual work and keeps finance teams focused on higher-value activities.

Unlike accounting systems where AI may be limited to specific features within the application, Gravity's Microsoft foundation extends AI capabilities across Gravity Software and the Microsoft applications finance teams already use. This gives users secure access to real-time accounting data and workflows where they work, helping improve productivity and support faster, more informed decisions.

Note: A Microsoft 365 Copilot license is required and purchased separately through Microsoft. Gravity Software does not include a Microsoft 365 Copilot license.

Ready to see how Gravity Software and Microsoft 365 Copilot can transform the way your finance team works? Schedule a personalized demo.

Microsoft 365 Copilot licensing

Using Microsoft 365 Copilot with Gravity Software requires a Microsoft 365 Copilot license, which is an additional cost.

Key features of Microsoft 365 Copilot in Gravity Software

Key features of Microsoft 365 Copilot in Gravity Software

Microsoft Copilot powering AI features and natural language workflows in Gravity’s multi-entity accounting software.

Microsoft 365 Copilot helps finance teams work more efficiently by combining conversational AI with live accounting data from Gravity Software. Using natural language, users can ask accounting questions, retrieve financial information, analyze data, complete supported accounting tasks and work with Gravity data across Microsoft 365 applications.

These capabilities extend accounting workflows beyond the accounting system itself. Finance teams can securely interact with Gravity financial information from Outlook, Teams, Excel, Word and other Microsoft applications, reducing application switching and helping users stay focused on the task at hand.

Below are some of the ways Microsoft 365 Copilot helps finance teams save time, reduce manual work and work smarter:

Ask questions in natural language

Instead of building filters or exporting to Excel, simply ask Copilot things like:

"Show bills over $2,000 that are more than 90 days old."
"List customers with the highest outstanding balances."

Within seconds, Copilot delivers real-time results from your Gravity database, saving time and effort.

Retrieve accounting information and complete tasks in Outlook

While reviewing a vendor approval in Outlook, you can ask Copilot:

"How much do we owe this vendor?"

“Create an invoice for customer Aaron Fitz for 10 of our 19-inch monitors at $150 each.”

Copilot can securely retrieve live accounting information from Gravity Software and help complete supported accounting tasks while you work in Outlook. For transactions such as creating an invoice, users can review and confirm the information before the transaction is completed.

Access financial reports in Microsoft Teams

Need financial information while collaborating with colleagues? Ask Copilot to retrieve reports like a balance sheet or accounts payable aging directly within Teams. Gravity Software securely delivers the information you need without opening another application.

Navigate without clicks

Want to jump directly to a vendor or transaction? Just say the word. Copilot interprets your request and takes you straight to what you need — no menus, no searching.

Generate real-time visualizations

Instantly visualize invoice history, outstanding balances, customer activity, and other financial information with charts and dashboards generated from live accounting data. Switch between views or export results for additional analysis.

Understand your data instantly

Copilot summarizes results with clear explanations, turning complex financials into easy-to-read narratives. New team members can get up to speed faster, and seasoned users save time interpreting data.

Work where finance teams already work

Microsoft 365 Copilot helps finance teams securely work with Gravity accounting information from Outlook, Teams, Excel, Word and other Microsoft applications. Users can retrieve financial information and complete supported accounting tasks without constantly switching between applications, helping them stay focused and work more efficiently.

Enterprise-grade security

Copilot respects the same role-based security already configured in Gravity Software. Users only see accounting information they are authorized to access, and conversations remain protected by Microsoft's enterprise security framework.

Setup and activation

Admins can enable Copilot from platform settings. Once enabled by an administrator and licensed through Microsoft, Copilot becomes available throughout Gravity Software, allowing users to access AI-powered assistance across lists, transactions, inquiries, and custom applications.

See Microsoft 365 Copilot and Gravity Software in action

See how finance teams can use Microsoft 365 Copilot to securely interact with Gravity accounting data while working in familiar Microsoft applications. This demonstration shows how users can retrieve financial information, analyze accounting data and complete supported accounting tasks without constantly switching between Microsoft 365 and their accounting system.

Work with Gravity without disrupting your workflow

Microsoft 365 Copilot and Gravity Software bring accounting information and supported workflows into the Microsoft applications finance teams already use. Users can retrieve financial data, review accounting activity, analyze information and initiate supported accounting tasks while maintaining Gravity's role-based security and appropriate user controls.

Ready to see how Microsoft 365 Copilot can work with your accounting workflows?

Schedule a personalized demo.

Why enable Microsoft 365 Copilot in Gravity Software?

Why enable Microsoft 365 Copilot in Gravity Software?

Finance teams spend valuable time searching for information, switching between applications and completing routine accounting tasks. Microsoft 365 Copilot complements Gravity Software's broader accounting automation capabilities by giving users a natural-language way to securely interact with live Gravity accounting data and supported workflows.

With Microsoft 365 Copilot and Gravity Software, finance teams can retrieve financial information, analyze accounting data and initiate supported accounting tasks from the Microsoft applications they already use. This helps users spend less time navigating systems and more time reviewing financial information, making decisions and supporting the business.

Key benefits include:

Access live accounting information using natural language
Retrieve financial data without building complex reports or searching through records
Navigate to vendors, customers, accounts and transactions
Generate visualizations and summaries to support financial analysis
Initiate supported accounting tasks using conversational AI
Work with Gravity accounting data from Outlook, Teams, Excel, Word and other Microsoft applications
Reduce application switching and repetitive manual work
Maintain existing role-based permissions and Microsoft security controls to help protect organizational data

Microsoft 365 Copilot extends the value of Gravity Software beyond traditional accounting workflows by helping finance teams interact with financial data and supported processes in the applications where they already work.

Why this matters to finance teams

Microsoft 365 Copilot helps turn Gravity Software into a more conversational accounting experience, allowing users to securely find information, analyze financial data and initiate supported tasks using natural language.

A leadership perspective on AI-powered accounting

A leadership perspective on AI-powered accounting

Microsoft 365 Copilot is changing how finance teams interact with accounting software by making financial information and supported workflows accessible through natural language. For organizations using Gravity Software, this means users can securely work with accounting data from the Microsoft applications they already use.

“Copilot transforms how finance teams interact with their accounting data. Whether you're asking questions in natural language, retrieving financial information, analyzing data or completing supported accounting tasks, Gravity helps deliver fast, secure access to live financial information while allowing users to work in the Microsoft applications they already use.”

— John Silvani, President & CEO, Gravity Software

Explore more about Microsoft, AI and Gravity Software

Explore more about Microsoft, AI and Gravity Software

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Explore additional resources to learn how Microsoft 365 Copilot, AI-powered accounting and Gravity Software help finance teams improve productivity, automate routine tasks and make more informed financial decisions.

Looking for tailored answers or a hands-on walkthrough?

Schedule a demo today and see how Gravity with Microsoft 365 Copilot can help transform your finance operations.

AI + Copilot

See how Microsoft 365 Copilot can help finance teams securely access accounting information and work more efficiently. Learn how Gravity brings accounting data into familiar Microsoft 365 applications.

Microsoft 365 integration

Connect accounting workflows with the Microsoft applications your team already uses. See how Gravity works with Outlook, Teams, Excel, Word and other Microsoft 365 applications.

Power Platform

Learn how Gravity's Microsoft Power Platform foundation connects accounting, automation, analytics and AI. See how this architecture helps growing organizations extend financial management beyond traditional accounting software.

Business intelligence

Turn financial data into interactive dashboards and visualizations with Microsoft Power BI. Give finance teams and business leaders greater visibility into financial performance and trends.

Workflow automation

Automate repetitive accounting processes and connect workflows across Gravity and Microsoft applications. See how Power Automate can help finance teams reduce manual work and improve efficiency.

Product demo preview

Get a quick 11-minute overview of Gravity Software in action and see how it simplifies multi-entity accounting, financial reporting, and automation.

Frequently asked questions

Frequently asked questions

Have questions about how Microsoft 365 Copilot works with Gravity Software? We've gathered answers to common questions about Copilot capabilities, licensing, security, setup and how finance teams can use AI with Gravity accounting data. Learn how users can retrieve financial information, analyze accounting data and complete supported accounting tasks from Gravity Software and familiar Microsoft applications such as Outlook, Teams, Excel and Word.

Still have questions or want to see it live?

See how Microsoft 365 Copilot works with Gravity Software and your everyday accounting workflows. Schedule your personalized Gravity Software demo to see AI-powered accounting across Gravity and Microsoft 365.

Is Microsoft 365 Copilot built into Gravity Software, or do I need a separate app?

Yes. Using Microsoft 365 Copilot with Gravity Software requires a Microsoft 365 Copilot license, which is an additional cost.

What can Microsoft 365 Copilot do with Gravity Software?

Microsoft 365 Copilot can help finance teams retrieve accounting information, review financial data, navigate records, generate summaries and visualizations and complete supported accounting tasks. For example, users can retrieve a balance sheet, review vendor information, find open invoices, prepare an invoice or create a reclassification journal entry, depending on their permissions and the supported workflow.

Can Microsoft 365 Copilot complete accounting tasks in Gravity Software?

Yes. For supported workflows, Microsoft 365 Copilot can help prepare accounting transactions and actions using natural-language requests. Users can review the information and confirm the action before it is completed, while Gravity's existing role-based security determines what information and functionality each user can access.

Can I use Microsoft 365 Copilot with Gravity data from Outlook and Teams?

Yes. Microsoft 365 Copilot can securely work with Gravity accounting information from Microsoft applications such as Outlook and Teams. For example, a user can retrieve vendor information while reviewing an email or request financial information while collaborating in Teams without repeatedly switching back to the accounting application.

Does Microsoft 365 Copilot work with Excel and Word?

Yes. Finance teams can use Microsoft 365 Copilot to work with Gravity accounting information from Excel, Word and other supported Microsoft 365 applications. This can help users bring financial information into documents and analysis workflows without manually searching for and transferring data between applications.

Is my accounting data secure when using Microsoft 365 Copilot?

Microsoft 365 Copilot works with Gravity's existing role-based security so users can only access accounting information and functionality they are authorized to use.

Does Microsoft 365 Copilot use live Gravity accounting data?

Microsoft 365 Copilot can securely retrieve current accounting information from Gravity Software based on the user's request and permissions. This allows finance teams to work with Gravity financial information without relying on separate exports or manually transferring data between applications.

Do I need a separate Microsoft 365 Copilot license?

Yes. A Microsoft 365 Copilot license is required and is purchased separately through Microsoft. Gravity Software does not include a Microsoft 365 Copilot license.

Do users need special training to use Microsoft 365 Copilot with Gravity Software?

Microsoft 365 Copilot uses natural-language prompts, allowing users to ask questions and request information in conversational language. As with any AI-enabled workflow, organizations should establish appropriate processes and user guidance for reviewing information and completing accounting tasks.

Who can benefit from Microsoft 365 Copilot with Gravity Software?

CFOs, controllers, accounting managers and finance teams can use Microsoft 365 Copilot to reduce time spent searching for financial information, switching between applications and completing routine accounting tasks. It can be especially valuable for organizations already using Microsoft 365 and looking to connect accounting workflows more closely with the Microsoft applications their teams use every day.

Can I use Copilot with Gravity Software if my organization uses Google Workspace?

Yes. Organizations that use Google Workspace can still use Copilot capabilities within Gravity Software. However, working with Gravity accounting data through Microsoft applications such as Outlook, Teams, Excel and Word requires the appropriate Microsoft 365 and Microsoft 365 Copilot licensing.

Google Workspace users would not have the same Microsoft 365 Copilot experience through Gmail, Google Docs, Google Sheets or other Google Workspace applications.