Microsoft Copilot in Gravity Software | AI for Finance Teams

Experience AI-powered accounting with Microsoft 365 Copilot

Experience AI-powered accounting with Microsoft 365 Copilot

Microsoft 365 Copilot is natively embedded into Gravity Software, bringing the power of conversational AI directly into your accounting workflows. Because Gravity Software is built natively on the Microsoft Power Platform, organizations using Microsoft 365 can securely access accounting information across Outlook, Teams, Excel, Word, and other Microsoft applications while respecting existing role-based security.

Using natural language, Copilot helps finance teams access accounting information faster, automate routine tasks, and make more informed decisions using live data from Gravity Software. This reduces manual work, speeds financial analysis, and helps finance professionals focus on higher-value activities.

Unlike solutions that add AI as a layer only to selected features, Gravity Software leverages Microsoft's platform-level AI to enable AI across the application helping finance teams reduce manual work, make faster decisions, and improve productivity using real-time accounting data.

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

Ready to automate your multi-entity accounting and boost productivity with AI? Schedule your personalized demo today.

Key features of Microsoft 365 Copilot in Gravity Software
and Demo Video

Key features of Microsoft 365 Copilot in Gravity Software
and Demo Video

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

Microsoft 365 Copilot helps finance teams work faster by combining conversational AI with live accounting data inside Gravity Software. Users can ask accounting questions, retrieve financial information, visualize trends, navigate records, and access accounting data across Microsoft 365 using natural language, reducing manual work and improving productivity.

Below are some of the most powerful ways Copilot helps finance teams save time 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 in Outlook

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

"How much do we owe this vendor?"

"When was the last payment made?"

Copilot securely retrieves live accounting information from Gravity Software directly inside Outlook, helping you make informed decisions without leaving your inbox.

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 using charts generated directly from live accounting data. Switch between chart types 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

Because Gravity Software is built natively on the Microsoft Power Platform, Copilot works across Gravity Software, Outlook, Teams, Excel, Word, and other Microsoft applications. Finance teams can securely retrieve accounting information without constantly switching between applications, helping them stay focused and make faster decisions.

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 in action

Watch a short video walkthrough of Copilot’s powerful features — from asking financial questions to building live charts in seconds.

Experience AI-driven efficiency inside Gravity Software

The demonstration shows how Copilot helps finance teams complete everyday accounting tasks faster using natural language and live accounting data. From retrieving financial information and analyzing trends to generating visualizations and navigating records, Copilot helps reduce manual work and improve productivity across your accounting processes.

Please note: A Copilot license is required and must be purchased separately through Microsoft. Gravity Software does not include a Copilot license.

Ready to see Copilot with your own accounting data? Schedule a personalized demo.

Why enable Microsoft 365
Copilot in Gravity Software?

Why enable Microsoft 365
Copilot in Gravity Software?

Microsoft 365 Copilot helps finance teams work faster by giving them secure access to live accounting information using natural language. Instead of spending time searching for records, building reports, or switching between applications, users can quickly retrieve financial information, analyze trends, and complete everyday accounting tasks more efficiently.

Whether you're a new Gravity Software customer or an existing client, enabling Copilot is straightforward. Simply purchase a Copilot license through Microsoft and activate it within your Gravity Software environment.

Key benefits

Access live accounting information using natural language
Retrieve financial data faster without building complex reports
Navigate directly to vendors, customers, accounts, and transactions
Generate visualizations and summaries to support better decisions
Reduce manual work and improve finance team productivity
Work securely using existing role-based permissions

This is more than an AI feature—it's a smarter way for finance teams to work with the accounting information they already trust.

Discover how Copilot can improve productivity across your finance organization. Schedule a personalized demo.

What our leadership says about Microsoft 365 Copilot in Gravity Software

What our leadership says about Microsoft 365 Copilot in Gravity Software

At Gravity Software, we believe AI should help finance teams work more efficiently today—not someday. Microsoft 365 Copilot helps users securely access accounting information, streamline everyday tasks, and make better decisions using live data. Here's what our CEO has to say:

“Copilot transforms how finance teams interact with their accounting data. Whether you're asking questions in natural language, locating records, or accessing financial information from the Microsoft applications you already use, Gravity delivers fast, secure answers using live data.”

— John Silvani, President & CEO, Gravity Software

Ready to see how Copilot can benefit your finance team? Schedule a personalized demo.

Resources to power
your Gravity Software investment

Resources to power
your Gravity Software investment

Users Love Us G2 recognition badge representing positive customer reviews of Gravity Software.

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 transform your finance operations.

Microsoft 365 Copilot for Accounting

Learn how finance teams use Microsoft 365 Copilot to retrieve accounting information, automate routine tasks, improve productivity, and securely access accounting data across Microsoft 365 applications.

Continuous Close Accounting

Learn how continuous close accounting, automation, and real-time financial reporting help finance teams close the books faster and make more informed decisions.

Consolidate Finances Across Multiple Businesses

Learn how a unified multi-entity accounting platform eliminates manual consolidations, automates intercompany transactions, and delivers real-time financial visibility across every business.

AI for CFOs

Discover how CFOs can harness AI in accounting to automate key processes, improve accuracy, and build a smarter, more future-ready finance team with built-in tools like AP automation, predictive analytics, and Copilot.

Multi-Entity Accounting Guide

Explore how Gravity Software simplifies multi-entity accounting with automated intercompany transactions, real-time consolidated reporting, and a single login for managing all your entities.

Cloud Accounting Guide

Learn everything growing businesses need to know about cloud accounting software — from key features and benefits to how it supports scalability, remote access, and smarter financial management.

Smart ERP Alternative

Explore how Gravity Software delivers enterprise-level features like AI automation, multi-entity accounting, and direct payments—without the high cost or complexity of traditional ERP systems like NetSuite or Sage Intacct.

Product Demo Preview

Get a quick 7-minute demo overview of Gravity Software in action and see how it simplifies multi-entity accounting, reporting, and automation.

See it Live

Streamline your accounting with AI — book a demo of Gravity’s Multi-Entity Accounting Software with Copilot today.

Frequently asked questions

Frequently asked questions

Have questions about how Microsoft 365 Copilot works inside Gravity Software? You're not alone. We've gathered some of the most common questions finance teams ask about enabling Copilot, licensing, setup, and how it enhances everyday accounting tasks. Whether you're just exploring or ready to activate, this section will help you understand what to expect.

Still have questions or want to see it live?

See Microsoft 365 Copilot in action — schedule your personalized Gravity Software demo today and experience built-in AI for smarter accounting.

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

Copilot is embedded directly into Gravity Software. You’ll see a Copilot search box right inside the platform once licensed.

Do I need a Microsoft 365 Copilot license?

Yes. While Gravity is Copilot-enabled, users must obtain a Microsoft Copilot license through their Microsoft 365 provider. You can learn more or purchase a license directly from at this link.

Is my accounting data secure when using Microsoft 365 Copilot?

Yes. Copilot respects the same role-based security already configured in Gravity Software. Users can only access accounting information they are authorized to view, helping organizations maintain security while benefiting from AI-powered assistance.

What can Microsoft 365 Copilot do inside Gravity Software?

You can ask Copilot to locate records, generate summaries, explain transactions, and help navigate the system — all using natural language.

Will Microsoft 365 Copilot work with my existing Gravity data?

Yes. Copilot interacts with your live, in-system data. No syncing or manual updates are required.

Can Microsoft 365 Copilot work across Outlook, Teams, Excel, and Word?

Yes. Organizations using Microsoft 365 can securely access Gravity Software accounting information across Outlook, Teams, Excel, Word, and other Microsoft applications, helping finance teams work more efficiently without constantly switching between applications.

Do I need to train Microsoft 365 Copilot to use Gravity Software?

No. Once Copilot is enabled and licensed, users can begin asking questions using natural language. Because Copilot works with live accounting data in Gravity Software, there is no need to create custom queries or learn complex reporting tools.

Who benefits most from Microsoft 365 Copilot in Gravity Software?

Copilot is designed for CFOs, controllers, accounting managers, finance teams, and other business users who want faster access to accounting information, improved productivity, and better financial insights using natural language.