Microsoft 365 Accounting Integration

Unify your financials with Microsoft's productivity ecosystem

Gravity Software is a cloud-based financial solution built natively on the Microsoft Power Platform—the same cloud foundation powering Microsoft 365. This deep integration means your finance, operations, and leadership teams can collaborate, automate, and analyze financial data within the familiar Microsoft 365 workspace.

Whether you're a CFO standardizing accounting across entities, a controller chasing monthly close deadlines, or an IT leader focused on secure, connected systems—Gravity helps you work smarter with the Microsoft tools you already rely on:

Collaborate in Microsoft Teams
Visualize data in Power BI
Automate tasks in Power Automate
Boost productivity with Microsoft Copilot

Explore how Gravity works inside the Microsoft ecosystem - Schedule a personalized demo to see Gravity Software in action.

Note: Gravity also supports organizations using Gmail. This page highlights Microsoft 365 capabilities.

What Gravity + Microsoft 365 can do together

Integrated workflows. Familiar tools. Smarter finance.

Gravity Software connects natively with Microsoft 365 apps so your teams can automate accounting, speed up approvals, and eliminate fragmented systems—without learning new tools.

Single Sign-On (SSO)
Access Gravity using your Microsoft 365 credentials—no extra passwords to manage. A smoother login experience means stronger security and less IT overhead.
Excel and SharePoint Compatibility
Export reports to Excel, maintain version control, and securely collaborate in SharePoint—keeping data organized and accessible across teams.
Unified data model and scalability
Gravity’s data model connects finance and operations across all entities, departments, and locations. Whether you manage 3 or 300 entities, you get a single source of truth and seamless growth.
Hosted in Microsoft Azure
Enterprise-grade security, 99.999% uptime, and global accessibility—trusted infrastructure built for modern businesses.

Choose the accounting system designed to grow with your Microsoft stack. Learn more and schedule your demo today!

Teams Collaboration

Share reports, tag teammates, and approve transactions—all inside Microsoft Teams. Keep communication and financial workflows in sync.

Real-Time Insights with Power BI

Build interactive dashboards and multi-entity financial views directly from live Gravity data—without third-party tools.

AI Accounting with Copilot

Use Microsoft Copilot inside Gravity Software to speed up close cycles, detect anomalies, and make smarter decisions with AI-assisted reporting.

Workflow Automation with Power Automate

Eliminate manual tasks, trigger approvals, and manage intercompany processes automatically with Gravity’s native Power Automate integration.

See Gravity + Microsoft 365 in Action

Explore how Gravity works inside the Microsoft ecosystem—schedule a personalized demo today.

Resources to power your business

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

Looking to dive deeper? These articles and integration pages highlight how Gravity Software enhances your Microsoft 365 ecosystem—from automation and analytics to CRM and AI. Whether you're exploring implementation or comparing platforms, these resources will help you make an informed decision.

Payment Portal

Empower customers with an online payment portal connected directly to your financial system.

AP Automation

Improve vendor relationships and reduce time to pay with Gravity’s automated AP workflows.

CRM Integration

360 Destination Group streamlined its multi-entity accounting by integrating Gravity Software with Dynamics 365 CRM, eliminating manual processes and gaining real-time financial insights

Data security tips

Learn how Gravity’s Azure foundation protects financial data with Microsoft-grade security.

Accounting for Multiple Companies

Discover how Gravity handles consolidations, intercompany transactions, and multi-entity reporting.

AI Accounting in Gravity

Explore how Gravity Software uses Microsoft Copilot to accelerate reporting, detect anomalies, and automate workflows.

Explore Gravity Software for Nonprofits

See how Gravity supports nonprofits with fund tracking and special pricing for 501(c)(3) organizations.

CRM Integration

Connect Dynamics 365 CRM with Gravity to unify customer and financial data for faster decision-making.

Watch Multi-Entity Highlights

Watch a 7-minute overview of Gravity’s powerful multi-entity capabilities.

Frequently asked questions

Gravity Software's native integration with Microsoft 365 provides a connected experience across accounting, communication, and productivity tools. This FAQ addresses common questions from finance professionals and IT teams considering a Microsoft-based financial solution.

Do I need to install a separate app to connect Gravity with Microsoft 365?

No. Gravity Software is built on the Microsoft Power Platform, so Microsoft 365 integration is available out of the box. There’s no need for third-party tools or connectors.

What Microsoft 365 apps work with Gravity Software?

Gravity integrates with Teams, Outlook, Excel, SharePoint, Power BI, Power Automate, and Copilot for a connected financial experience.

Does Gravity support Microsoft Teams collaboration?

Yes. You can work directly inside Microsoft Teams, sharing reports, tagging coworkers, and managing approvals. For full details, visit our Microsoft Teams Integration page.

Can I use AI features like Microsoft Copilot inside Gravity?

Yes. Microsoft Copilot is available natively within Gravity Software to help users summarize reports, surface insights, and detect anomalies directly within the Gravity interface. A separate Microsoft Copilot license is required to activate these AI features.

Learn more on our Microsoft Copilot page.

What level of security does Gravity offer?

Because Gravity is on the Microsoft Power Platform it is hosted in Microsoft Azure, it inherits enterprise-grade security including encryption, role-based access, and compliance with standards like SOC 2 and HIPAA (for eligible industries).

Does this integration support document storage and audit trails?

Yes. You can store supporting documents in SharePoint or OneDrive, and Gravity maintains full audit trails for financial records, approvals, and document access.

Can I still use Gravity Software if my company doesn't use Microsoft 365?

Yes. Gravity works independently of Microsoft 365, but organizations that use Office tools benefit from deeper integration and workflow automation.

Where can I see this integration in action?

You can schedule a personalized demo or watch the on-demand video.

Microsoft 365 Integration with Gravity Software

Table of contents

See how Gravity compares to leading cloud accounting solutions. Request a demo.