Microsoft Teams and Microsoft 365 Copilot for Accounting | Gravity

Bring accounting into the flow of work

Bring accounting into the flow of work

Accounting teams often move between their accounting system, Microsoft Teams, reporting tools and other applications just to find information, answer questions or complete routine tasks. Gravity Software brings financial data and accounting workflows into the Microsoft environment your team already uses.

With Gravity, Microsoft Teams and Microsoft 365 Copilot, finance teams can access financial information, analyze data, review accounting activity and manage approvals without constantly switching between applications. Embedded Power BI capabilities also make it easier to visualize financial data and share insights with the people who need them.

The result is a more connected way to work—bringing accounting, collaboration and financial insights together within the Microsoft ecosystem.

Work with financial data using Microsoft 365 Copilot

Work with financial data using Microsoft 365 Copilot

Gravity Software brings accounting data into Microsoft 365 Copilot, giving finance teams a more natural way to find information and work with financial data from Microsoft Teams.

Instead of leaving Teams to open an accounting application, run a report and bring the information back into a conversation, users can ask Copilot to retrieve Gravity financial data and help analyze the results. In the video, Copilot is used to generate a balance sheet, compare financial ratios with industry averages and provide analysis—all without leaving Teams.

Results can also be copied back into a Teams conversation or downloaded to Excel for additional analysis.

Copilot can also support accounting workflows. Users can review journal entry details, identify an incorrect account and prepare a reclassification for confirmation before the journal entry is created.

By connecting Gravity with Microsoft 365 Copilot, accounting teams can spend less time navigating between applications and more time using financial information to complete their work.

Turn financial data into insights with Power BI

Turn financial data into insights with Power BI

Financial information is more useful when the people who need it can access and understand it quickly. Gravity Software works with Microsoft Power BI to bring financial data into interactive dashboards and reports that can be viewed directly within Microsoft Teams.

Finance teams and other authorized users can analyze Gravity data, explore results using filters and slicers, and share financial insights without requiring everyone to navigate the accounting system. Role-based security helps ensure users only have access to the financial information appropriate for them.

This makes financial information easier to share with executives, managers and other authorized users who need visibility without requiring them to learn how to navigate the accounting system.

By bringing Gravity, Power BI and Microsoft Teams together, organizations can make financial reporting more accessible and give decision-makers greater visibility into business performance.

Simplify accounting approvals in Microsoft Teams

Simplify accounting approvals in Microsoft Teams

Approval workflows can slow down when employees have to move between email, accounting software and other applications to review financial requests. Gravity Software helps bring the approval process into Microsoft Teams, where employees are already communicating and collaborating. Using workflow automation, organizations can create more connected approval processes and reduce the manual steps required to move financial requests forward.

Authorized users can review approval requests, see transaction details and supporting documentation, add comments, and approve or reject requests directly from Teams. When additional information is needed, users can also open the transaction in Gravity from the approval.

Connecting approvals with accounting automation helps reduce unnecessary application switching while giving employees the financial information they need to make informed approval decisions.

Extend accounting with Microsoft Power Platform

Extend accounting with Microsoft Power Platform

Gravity Software uses Microsoft Power Platform to give organizations greater flexibility as their financial processes evolve. Instead of relying on a closed accounting environment, businesses can take advantage of Microsoft technologies to connect workflows, data and applications.

Organizations can use available integrations and Microsoft tools to extend processes beyond the accounting system, helping reduce manual handoffs and create more connected workflows across departments.

This Microsoft foundation also gives growing organizations a platform that can adapt as reporting requirements, business processes and technology needs change.

Built for the Microsoft ecosystem

Gravity Software is built on Microsoft Power Platform, bringing accounting together with Microsoft Teams, Microsoft 365 Copilot, Power BI and other Microsoft 365 applications in one connected environment.

Keep financial information secure and accessible

Keep financial information secure and accessible

Giving employees easier access to financial information should not mean giving everyone access to everything. Gravity Software combines accounting permissions with Microsoft security to help organizations control who can access financial data and workflows.

Users can work with Gravity information based on their assigned permissions, helping ensure financial data is available to the appropriate people while maintaining control over sensitive information. In Microsoft Teams and Power BI, authorized users can access the insights they need without requiring direct access to every area of the accounting system.

Microsoft 365 Copilot also works within Microsoft’s security and permission framework, helping organizations use AI with business data while maintaining existing access controls.

This balance between accessibility and control helps finance teams distribute information more efficiently without compromising financial governance.

Reduce application switching and keep teams connected

Reduce application switching and keep teams connected

Accounting work often extends beyond the finance department. Executives need financial insights, managers need to approve transactions and employees need answers to financial questions. When those activities require separate systems and manual handoffs, even routine processes can take longer than necessary.

Gravity Software brings accounting into the Microsoft 365 environment, connecting financial information with the applications people already use to communicate, analyze data and get work done. With Microsoft Teams, Microsoft 365 Copilot and business intelligence, organizations can give authorized users easier access to financial information while supporting AI-powered accounting, collaboration and connected workflows.

For accounting teams, that means fewer interruptions and less time spent finding and distributing information manually. For executives and other decision-makers, it means easier access to real-time financial insights and business intelligence without having to navigate the accounting system.

Resources to power your business

Resources to power your business

Explore how Microsoft technology, AI-powered accounting, business intelligence and automation can help finance teams improve visibility, streamline processes and manage increasingly complex financial operations.

AI-powered accounting

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Cloud collaboration

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Accounting technology trends

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Microsoft accounting software

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Financial dashboards

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Bring accounting into the Microsoft tools your team already uses

Bring accounting into the Microsoft tools your team already uses

Gravity Software brings accounting, collaboration, AI-powered insights and business intelligence together within the Microsoft ecosystem. Your team can work with financial information through Microsoft Teams, Microsoft 365 Copilot, Power BI and other familiar Microsoft applications—without constantly switching between systems.

Watch the 11-minute demo to see how Gravity Software works with Microsoft Teams, Microsoft 365 Copilot and Power BI to help finance teams access financial information, analyze data and complete accounting workflows within the Microsoft environment.

See how Gravity can help your organization connect accounting with the Microsoft tools your team already uses. Schedule a demo to experience Gravity Software in action.