Automate accounting workflows with Microsoft Power Automate and Gravity Software

Table of contents

Request a demo
x

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

Table of contents

REQUEST A DEMO
x

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

Connect your multi-entity accounting processes with Microsoft Power Automate to streamline approvals, reduce repetitive tasks and create workflows that fit the way your organization operates.

  • Free your team from repetitive financial tasks

    • Free your team from repetitive financial tasks

    Gravity Software automation icon powered by Microsoft Power Automate.

    Gravity Software uses Microsoft Power Automate to help finance teams automate accounting workflows, approvals and routine financial processes. Because Gravity is built on the Microsoft Power Platform, organizations can create workflows that respond to activity in Gravity and connect financial processes with other applications and services.

    Automate processes such as invoice approvals, data entry, intercompany workflows and other recurring accounting tasks based on your organization's business rules. Workflows can trigger actions, route information to the appropriate people and help standardize processes across entities.

    By reducing repetitive manual work, finance teams can improve consistency and spend more time analyzing financial performance and supporting business decisions.

    See how Gravity can help automate your accounting workflows by scheduling a demo.

  • Why automation is the next step for finance

    • Why automation is the next step for finance

    Gravity Software's integration with Microsoft Power Automate.

    Finance teams often work across accounting, banking, CRM and other business systems. As accounting technology continues to evolve, organizations are increasingly looking for ways to connect these systems and automate routine financial processes. When information has to be entered, reviewed or moved manually between systems, processes can become slower and more difficult to manage as an organization grows.

    Microsoft Power Automate helps connect applications and services through automated workflows. Finance teams can use Power Automate to trigger actions based on activity in Gravity, route approvals and connect accounting processes with other systems, including tools within the Microsoft 365 environment such as Microsoft Teams.

    Combined with Gravity's multi-entity accounting, workflow automation can help organizations standardize financial processes across entities while maintaining the business rules and approval requirements each process needs. Gravity's Microsoft foundation also creates opportunities to work with technologies such as Microsoft 365 Copilot as finance teams adopt AI alongside automation.

    What this means for your finance team:

    • Reduce manual data entry and repetitive steps
    • Route approvals based on defined business rules
    • Connect financial processes across Microsoft 365, Teams and other business systems
    • Standardize workflows across multiple entities
    • Create more consistent, traceable financial processes
  • What you can automate with Gravity + Power Automate

    • What you can automate with Gravity + Power Automate

    Power Automate gives finance teams the flexibility to build workflows around their organization's accounting processes and business rules. Workflows can respond to activity in Gravity, apply conditions, route approvals and trigger actions based on the information involved.

    See how Gravity Software uses Microsoft Power Automate to create personalized accounting workflows. In this video, you'll see how a voucher approval workflow uses triggers, conditions and approval rules to route bills to the appropriate approver based on factors such as vendor class.

    Accounting workflows you can automate

    Power Automate can extend Gravity with workflows designed around your organization's processes, approval requirements and business rules.

    1

    Accounts payable

    Automatically route bills for approval based on criteria such as vendor, amount or other business rules, with approvals incorporated into your accounting workflow.

    2

    Accounts receivable

    Connect billing processes with CRM, logistics and other business systems to help automate the flow of information used to create invoices in Gravity.

    3

    Expense approvals

    Create workflows to route expense approvals to the appropriate people based on your organization's approval rules and processes.

    4

    Bank transactions

    Automate steps within banking and reconciliation workflows to reduce repetitive work and help finance teams manage transaction activity more efficiently.

    5

    Intercompany processes

    Use workflow automation to help standardize recurring financial processes across multiple entities, including processes that support intercompany accounting.

    6

    Approval notifications

    Automatically notify the appropriate people when financial activity requires review or approval, helping keep workflows moving without relying on manual follow-up.

  • The benefits of accounting workflow automation

    • The benefits of accounting workflow automation

    Measuring the benefits of Gravity Software's accounting automation.

    Accounting workflow automation can help finance teams create more consistent processes while reducing the manual effort required to move information, route approvals and complete recurring tasks. With Gravity Software and Microsoft Power Automate, workflows can be designed around your organization's financial processes and business rules.

    Key benefits include:

    • Time savings: Reduce repetitive tasks and manual steps within accounting workflows.
    • Consistency: Apply defined business rules and approval processes more consistently across your organization.
    • Scalability: Standardize workflows as your organization adds users, processes or entities.
    • Visibility: Create more traceable processes and use Power BI to provide greater visibility into financial information.
    • Accuracy: Reduce manual data entry and the opportunity for errors by automating repeatable processes.
    • Security: Use defined roles and permissions to help control access to financial information and processes within Gravity's secure Microsoft-based platform.

    By reducing manual work and creating more consistent workflows, finance teams can spend more time analyzing financial performance, supporting business decisions and responding to growth.

  • Customer spotlight: Accounting automation at Beckman Production Services

    • Customer spotlight: Accounting automation at Beckman Production Services

    Mashelle Leiter, CFO, Beckman Production Services

    Beckman Production Services moved from legacy accounting software to Gravity Software and connected Gravity with its logistics software, Enverus, to automate accounts receivable billing. The integration helped the company automate billing for more than 1,000 invoices and save hours of manual work each week.

    Gravity Software was quick and easy to convert from Sage MAS 500. I love how user-friendly the software is and how much less we’re paying per month! We integrated our logistics software (Enverus) to automate A/R billing, saving hours each week for over 1,000 invoices.

    — Mashelle Leiter, CFO, Beckman Production Services

    Read more customer success stories.

  • Resources to power your automation strategy

    • Resources to power your automation strategy

    G2 Users Love Us badge highlighting Gravity Software's customer satisfaction on Microsoft Power Platform

    Explore how workflow automation, connected financial processes and Microsoft technology can help finance teams reduce manual work, improve approvals and manage increasingly complex accounting operations.

    Workflow automation

    Learn how workflow automation can reduce manual processes, streamline approvals and help finance teams create more efficient business processes.

    Expense approvals

    See how automated approval workflows can route expenses by department, entity, vendor or amount using Microsoft Power Automate.

    AI accounting

    Explore how AI and automation can help finance teams reduce manual work, improve accuracy and streamline accounting processes.

    AI accounting tools

    Discover how AI tools, Power Automate and the Microsoft Power Platform can support automation across multi-entity accounting operations.

    Microsoft 365 Copilot

    Explore how Microsoft 365 Copilot and Microsoft Power Platform technologies can help finance teams work more efficiently with accounting information.

    Family office automation

    See how family offices can use automation and centralized financial management to standardize workflows and reduce manual accounting processes.

  • Ready to automate your accounting workflows?

    • Ready to automate your accounting workflows?

    Accounting workflow automation can give finance teams more time to focus on analysis, decision-making and growth. With Gravity Software and Microsoft Power Automate, multi-entity organizations can reduce repetitive work, streamline approvals and create workflows around their specific financial processes and business rules.

    See how Gravity brings multi-entity accounting, automation, reporting and Microsoft technology together in one connected platform in this 11-minute overview.

    Ready to see how Gravity can support your organization? Schedule a personalized demo today.