CUSTOMER STORY

 Healthcare Organization Replaces QuickBooks with Gravity Software to Build a National Multi-Entity Network 

Table of contents

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  • Quick summary

    • Quick summary

    Quick summary of InsurHealth Affinity Group's accounting transformation

    Industry: Healthcare Services / Insurance Claims & Medical Case Management
    Entities: 4
    Headquarters: Colorado & Texas
    Implementation: February 2023
    Previous System: QuickBooks
    Gravity Users: 2
    Primary Goals:

    • Replace QuickBooks with a Microsoft-based accounting platform
    • Manage multiple companies within a holding company structure
    • Implement Subscription Billing for annual memberships
    • Automate Revenue Recognition
    • Integrate accounting with Microsoft Dynamics 365 CRM
    • Build a scalable foundation for national expansion

    CaseMed Solutions founded InsurHealth Affinity Group, a collaborative insurance claims & healthcare ecosystem designed to connect independent case management companies, healthcare providers, insurance organizations, law firms, self-insured companies, and other healthcare-related businesses under one national network. As the organization expanded beyond a single business, QuickBooks could no longer support its long-term vision for multi-entity financial management.

    By implementing Gravity Software, InsurHealth established a Microsoft-based accounting platform capable of managing multiple businesses while integrating financial management with Microsoft Dynamics 365 CRM.


    Watch the 7-minute demo video to see multi-entity accounting in action.

  • The challenge: Outgrowing QuickBooks while building a national healthcare network

    • The challenge: Outgrowing QuickBooks while building a national healthcare network

    Business challenges of managing multiple QuickBooks company files

    As CaseMed Solutions expanded into a national collaborative healthcare organization, leadership recognized that traditional small business accounting software would not support the organization's long-term strategy.

    The new InsurHealth Affinity Group was designed to bring together healthcare providers, case management firms, insurance organizations, municipalities, educational institutions, self-insured companies, charitable foundations, and legal professionals within a single ecosystem. That vision required accounting software capable of managing multiple businesses under a centralized holding company while supporting future growth.

    Leadership also needed software that could support:

      • Multi-entity accounting
      • Holding company financial management
      • Subscription-based memberships
      • Revenue Recognition
      • Microsoft Dynamics 365 CRM integration
      • Future expansion into additional businesses

    "Our CaseMed business had been running on QuickBooks, but as we launched the InsurHealth Network, we needed a Microsoft-based financial platform that could support our holding company structure and grow with our expanding network of affiliated organizations."

    Dennis Steckler
    Chief Business Architect & COO
    InsurHealth Affinity Group

     

    Rather than investing in software they would quickly outgrow, leadership wanted a scalable cloud platform capable of supporting their business for years to come.

  • The search for a Microsoft-based accounting platform

    • The search for a Microsoft-based accounting platform

    The search for a Microsoft-based accounting platform

    As a Microsoft-focused organization, InsurHealth wanted accounting software that would integrate naturally with the Microsoft technology stack.

    The organization evaluated solutions that could:

      • Replace QuickBooks
      • Manage multiple companies
      • Support a holding company structure
      • Automate recurring membership billing
      • Recognize revenue appropriately
      • Integrate with Microsoft Dynamics 365 CRM
      • Scale alongside the business

    Because the organization was still in its startup phase, selecting the right technology platform from the beginning was considered a strategic investment rather than simply replacing accounting software.

    "Since InsurHealth was a startup, we wanted a CRM that would help us manage member relationships while integrating seamlessly with our accounting system. Having both solutions work together on the Microsoft platform was an important advantage. In addition to membership, approved members have an opportunity to become equity holders in the Network."

    Dennis Steckler
    Chief Business Architect & COO, InsurHealth Affinity Group

  • Why InsurHealth Affinity Group chose Gravity Software

    • Why InsurHealth Affinity Group chose Gravity Software

    Why InsurHealth Affinity Group chose Gravity Software

    InsurHealth selected Gravity Software because it aligned closely with the organization's Microsoft-first technology strategy while providing functionality specifically designed for growing multi-entity organizations.

    Key capabilities included:

    Rather than requiring separate accounting and CRM platforms from unrelated vendors, Gravity Software became part of a unified Microsoft business platform supporting both financial and operational management.

  • The result: One platform for accounting, subscription billing, and future growth

    • The result: One platform for accounting, subscription billing, and future growth

    The result: One platform for accounting, subscription billing, and future growth

    Following implementation, InsurHealth established a centralized accounting platform supporting both its existing operations and future expansion.

    Gravity Software now supports financial operations across multiple affiliated LLC organizations, including:

    • InsurHealth Affinity Group
    • CaseMed Solutions
    • DBCLink
    • GuideSmart

    The organization also implemented Subscription Billing and Revenue Recognition to automate recurring member billing and properly recognize annual revenue over time.

    1

    Multi-entity financial management

    Manage multiple businesses from one cloud accounting platform.

    2

    Subscription Billing automation

    Automate recurring membership invoices and annual billing.

    3

    Revenue Recognition

    Recognize subscription revenue automatically over the contract period.

    4

    Microsoft Integration

    Integrate accounting with Microsoft Dynamics 365 CRM within a unified Microsoft ecosystem.

    5

    Scalable growth platform

    Support future companies, new members, and continued expansion without changing accounting systems.

    "The combination of Gravity Software's multi-entity accounting platform and Microsoft Dynamics 365 CRM has given us an integrated Microsoft solution that is both cost-effective and scalable. Today, it supports InsurHealth Affinity Group and several of our affiliated businesses as we continue to grow."

    Dennis Steckler
    Chief Business Architect & COO
    InsurHealth Affinity Group

    6

    Foundation for long-term growth

    By implementing Gravity early, InsurHealth built a financial platform designed to grow alongside its expanding healthcare network.

  • About
    InsurHealth Affinity Group

    • About
    InsurHealth Affinity Group

    InsurHealth Affinity Group logo

    InsurHealth Affinity Group is a collaborative healthcare ecosystem founded to connect independent case management companies, healthcare providers, insurance organizations, third-party administrators, municipalities, law firms, educational institutions, charitable foundations, and other healthcare-related businesses.

    The organization's mission is to create a national integrated network that enables members to collaborate, share resources, and expand service offerings through a unified business model. InsurHealth is also interested in creating “Ecosystem Partnership Memberships.”

    Learn more at: https://www.insurhealthaffinitygroup.com 

  • Key outcomes

    • Key outcomes

    Key outcomes of implementing Gravity Software

    By implementing Gravity Software, InsurHealth established a scalable Microsoft-based financial platform capable of supporting long-term growth.

    1

    Replaced QuickBooks

    Implemented accounting software designed for multi-entity organizations.

    2

    Centralized accounting

    Managed multiple affiliated businesses within one accounting platform.

    3

    Automated recurring revenue

    Implemented Subscription Billing and Revenue Recognition.

    4

    Microsoft ecosystem

    Integrated accounting with Microsoft Dynamics 365 CRM.

    5

    Future-ready platform

    Created a scalable financial foundation for continued expansion.

  • Dennis Steckler's perspective: Building an ecosystem for growth

    • Dennis Steckler's perspective: Building an ecosystem for growth

    Headshot of Dennis Steckler, Chief Business Architect & COO of InsurHealth Affinity Group

    As Chief Business Architect & COO, Dennis Steckler is responsible for building a collaborative healthcare network capable of supporting organizations across the United States.

    "Gravity's multi-entity accounting capabilities aligned well with both our holding company structure and our vision for a collaborative network of affiliated businesses."

    "We weren't simply replacing QuickBooks—we were building the financial foundation for a growing healthcare network. Gravity gave us the flexibility to start where we were while supporting the direction we wanted to take the business."

    Dennis Steckler
    Chief Business Architect & COO, InsurHealth Affinity Group

    With Gravity Software serving as the financial foundation, InsurHealth is positioned to continue expanding its collaborative healthcare ecosystem using a scalable Microsoft-based platform.

  • Explore more resources

    • Explore more resources

    Explore more resources about multi-entity accounting and financial management

    Learn more about the topics featured in this customer success story, including multi-entity accounting, consolidated reporting, QuickBooks alternatives, cost allocations, and financial visibility.

     

    Multi-company accounting
    Learn how organizations manage multiple companies in a single database. Improve reporting, intercompany accounting, and financial visibility.
    QuickBooks Alternatives
    See why growing organizations are replacing QuickBooks with software built for multi-entity accounting. Compare leading solutions and key capabilities.
    Cost Allocations
    Learn how driver-based cost allocations improve financial accuracy and simplify shared cost distribution across multiple entities.
    Outgrown QuickBooks
    Learn the common signs that growing multi-entity organizations have outgrown QuickBooks and need a more scalable accounting solution.
    Consolidated Reporting
    Learn how centralized financial reporting improves visibility across multiple companies and supports better business decisions.
    7-minute demo
    See how Gravity Software simplifies multi-entity accounting, consolidated reporting, and financial visibility in just seven minutes.

    Ready to simplify multi-entity accounting?

    Organizations managing multiple businesses often outgrow QuickBooks as complexity increases.

    Gravity Software helps growing organizations centralize accounting, automate reporting, streamline consolidations, and gain real-time financial visibility across every entity they operate.

    Schedule a demo to see how Gravity Software can support your growth.

     
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