Alivi's Healthcare Accounting Case Study

The challenge: Growth stalled by previous accounting software

Alivi, formerly known as HCAS Technology, began looking for a new accounting solution when both QuickBooks and Sage could not provide a high enough level of detail for each of its entities and subsidiaries, which then rolled up into their holding company. Users were managing multiple databases, consistently logging in and out of programs to get the data that they needed.

Alivi needed help with consolidating and auditing its financials, and its current solutions wasted a lot of time reconciling key numbers. The users had a lot of inefficiencies in having to enter transactions multiple times as costs were allocated across companies.

“QuickBooks and Sage couldn’t keep up with our company’s multiple entity needs, so we decided to make the switch to an enterprise accounting solution,” states Daniel Rodriguez, Director of Finance, Alivi. “We were constantly logging in and out of multiple applications to get the data we needed. We needed the ability to run consolidated financials and QuickBooks and Sage were a nightmare when it came to this. We were constantly slowed down, and our growing business needed more.”

The search for a better accounting solution

Alivi started looking for a cloud-based, multi-entity accounting system capable of:

Keeping up with multiple entity needs
Consolidating applications to prevent logging in and out of multiple solutions
Running consolidated financials

Gravity Software proposed their time-saving, cloud-based accounting solution that allowed Alivi’s users to work in each entity with a single login. The multi-entity feature within Gravity allowed the entry of one transaction, allocating costs across multiple companies with automatic inter-company balancing. Users would no longer need to create duplicate transactions in different companies. Data from all entities would be reconciled in real time, and reports could be pulled at a moment’s notice.

Gravity’s consolidated financial reporting feature avoided the time and inefficiency of pulling reports for each individual entity. Because Gravity is built on the Microsoft Power Platform, the solution seamlessly integrates with Microsoft Power BI dashboards to create accurate visuals of data for month-end management meetings. “Month-end and year-end audits are a breeze now, thanks to consolidated financial reports with just one database to manage. We no longer have to explain to our auditor how to manage our multiple programs,” Rodriguez says.

The result: Higher productivity, better financial reporting, and real-time insights

With the help of Gravity, Alivi has been able to grow their organization without having to grow their staff as a result of their improved productivity. Gravity’s advanced financial reporting and Power BI capabilities have helped give the Alivi team new insights into their operations and streamlined consolidated reporting. Rodrigues notes, “The multiple entities and reporting aspect of Gravity’s financials with Microsoft Power BI allowed us to tap into key data and put various dashboards into visuals. You can do it all within Gravity!”

Alivi has also benefited from the ease of customizations and simplicity of their new workflow. Gravity’s accounting solution has saved Alivi thousands of dollars over other solutions that could not deliver the multi-entity features that Alivi needed. “I absolutely recommend Gravity Software to anyone in need of a new accounting solution,” says Rodriguez. “They perfectly fill the niche of the untapped middle market of accounting software. You get many features from an ERP solution but at a price comparable to QuickBooks. If I could tell others in the technology industry about Gravity, I would without hesitation.” Alivi is extremely happy with the increase in productivity and efficiency, and they look forward to the continued success they’ve seen by using Gravity.

About Alivi

Alivi manages the provision and coordination of healthcare benefits by improving access to care through adequate provider networks, providing non-emergency medical transportation services, and offering management support through their Benefit Plan Outsourcing services.

Industry: Hospital and Healthcare Technology

Number of Gravity Users: 2

Number of Entities: 5

Previous Accounting Solution: QuickBooks and Sage

Key results:

Eliminated manual financial consolidations

Gravity's solution helps Alivi's team save time with consolidated reports and auditing financials.

Increased overall efficiency

Alivi's productivity increased drastically, allowing the organization to grow without adding employees.

Gained real-time insights

Gravity’s advanced financial reporting and Power BI capabilities gave the Alivi team new insights into their operations.

Ready to simplify multi-entity accounting?

See how Gravity Software can help your team save time, improve accuracy, and unify financial management.

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The Director of Finance's perspective: Unlocking new insights

Daniel Rodriguez, Director of Finance at Alivi, oversees and optimizes financial operations to ensure seamless payment processes and fiscal integrity.

For years, David's team juggled multiple systems and endless reconciliations — until he found Gravity Software, the platform that finally unified their accounting and property data in one seamless experience.

“The multiple entities and reporting aspect of Gravity’s financials with Microsoft Power BI allowed us to tap into key data and put various dashboards into visuals. You can do it all within Gravity!”
— Daniel Rodriguez, Director of Finance at Alivi

Resources for healthcare accounting

Alivi's story shows how healthcare accounting teams can transform their financial operations with Gravity Software — streamlining processes, automating reporting, and connecting teams across every entity. Explore these resources to see how Gravity can help your business achieve the same success.

Healthcare Accounting trends

Stay ahead of the curve: explore seven key trends — from automation and AI to consolidation and new regulations — that are redefining healthcare accounting and how to prepare now.

Upgrade from QuickBooks

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Multi-Entity Accounting Guide

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AI in Healthcare Accounting

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Microsoft 365 Integration

Work seamlessly across Outlook, Excel, and Teams with Gravity Software’s native Microsoft 365 integration for improved collaboration.

Built-In Power BI

Learn how native Power BI inside Gravity delivers unified, real-time analytics — without extra BI tools — so you get seamless multi-entity reporting and role-based dashboards.

HIPAA Compliance in Action

Discover how healthcare organizations streamline accounting and protect patient data with Gravity’s HIPAA-compliant, multi-entity solution.

7-minute demo highlights

See how Gravity Software streamlines multi-entity accounting, automates intercompany transactions, and gives your team real-time financial visibility.

Outgrown Bookkeeping

Learn the signs your healthcare org has outgrown entry-level accounting—and how multi-entity automation improves billing, reporting, and team bandwidth.

Scale smarter — just like Alivi

When Alivi moved from QuickBooks and Sage to Gravity Software’s cloud-based multi-entity accounting platform, they unlocked real-time visibility, faster consolidations, and seamless scalability across their five entities.

If you’re ready to move beyond manual reconciliations and limited visibility, Gravity Software can simplify your operations, reduce errors, and give your finance team the tools to support your next stage of growth.

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CUSTOMER STORY

Alivi gains increased productivity and better financial reporting

Table of contents

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