The way app advisory used to be provided was often seen as a distraction and not a profit driver. Many firms struggled to make significant income from it, which led to inefficiencies and inconsistencies. However, with the right tools and a professional approach, app advisory has become a lucrative opportunity. 

AppVentory is here to help you make that shift by transforming app advisory into comprehensive tech advisory. By scaling and streamlining your services, you can create new revenue streams and build stronger, higher-fee client relationships. Our platform offers the insights and automation necessary to make tech advisory a core, profitable part of your business.

TABLE OF CONTENTS

• Signing up
• Establishing connections to channels for data extraction
• Dashboard
• Apps
• Survey
• Transactions
• Organizations
  • Users
  • Budget
  • Departments
• Settings
  • Account settings
  • Business settings
  • App settings
  • Subscription

Signing up

Let's begin by signing up for an account. Simply click the early access button to continue.

After entering all the required information, click the "Join the early access list" button to proceed. You will then be contacted by our team on how to take the next steps.

Establishing connections to channels for data extraction

Once you gain access to AppVentory, the first page you will encounter is the integrations page. After integrating into at least one channel, the next time you log in, you will see the dashboard. 

On this page, you can choose to connect and import data into App

ventory. We currently offer integration options with Xero, QuickBooks, G Suite, and Microsoft Entra ID.

• By integrating with either Xero or QuickBooks, you will be able to import all paid invoices and bank transactions into AppVentory. This will enable us to categorize and link the transactions to your connected apps. More information on this will be provided in the "Transaction" section. Please note that you can import data for a maximum of 2 years.
• By integrating with G Suite or Microsoft Entra ID, you can obtain a complete list of all the apps you use that utilize Google or Microsoft SSO.

You can click "Connect Now" on the integration you want to proceed with, then continue. Any integrations already connected will show a "Manage" button instead.

Dashboard

Using the dashboard, you can view an overview of all the software in use.

The following metrics can be viewed in the dashboard.

1. Total Apps: This displays the number of apps integrated with your AppVentory account, segregated by what's active, inactive, and business-critical
2. Total Users: This displays the number of users actively using all your apps. You can see which apps are used by the most users
3. Total App Expenditure: This displays the total cost of maintaining all softwares, year to date
4. App Cost: Total cost of maintaining your apps for the month
5. User Count per App: This indicates the number of users added for each app
6. Actions Required: Indicates any app that needs any attention to complete its integration with AppVentory
7. Cloud vs Non-Cloud Apps: Segregation of cloud and non-cloud apps.
8. Likely Annual Renewals: Possible yearly subscription renewels
9. Newly Added Apps: Lists all newly added apps
10. Monthly Subscriptions: Monthly subscription amounts shown by app
11. Departmental App Usage: Shows which department of your company uses the most apps
12. Category wise Apps: Segreates the application by categories
13. Feedback and Ratings: Uses the positive feedback from surveys to calculate ratings
14. Recently Surveyed Apps: Shows all closed surveys
15. Apps Scheduled for Survey: Shows all upcoming surveys

Apps

In this section, you can begin adding all the applications used for your daily business operations. If you have chosen to pull data from G Suite or Microsoft Entra ID, you should already see all the apps listed. If not, here are some instructions on how to add an app.

In ApVentory's database, we have stored pre-filled descriptions for most apps. This means that, in most cases, you will only need to enter the app's name, and the rest of the information will be automatically filled in. If there is no record for a particular app, you can always enter all the data manually.

Once an app is added, this is categorized under the "Discovered" section.

In-Use: Paid Apps (Clients will pay for subscriptions or transactions) 

Discovered: Unpaid/Free Apps

We can manually add both types of apps. When we add an app, it first moves to the "Discovered" section. From there, we can select the app and send it to "In-Use." If an app has transactions, it will go directly to "In-Use." Generally, we don’t receive app transactions from G Suite, so about 99% of the apps will end up in the "Discovered" section.

On the apps page, AppVentory will do most of the heavy lifting and automatically add all necessary data. However, you still have the option to manually edit certain fields as needed. A few examples are provided below.

Subscription Amount:

Renewal date:

When you click on an app, it opens a section where you can view an overview of the app, its performance, and various key performance indicators (KPIs). Additionally, you can see all your contracts and integrations associated with that specific app through the "Contracts" and "App Integrations" tabs.

Here’s an example of how to use the integration tab to display what is connected.

Survey

In this section, you can create a survey for your apps as needed. Simply check the app for which you want to create a survey, and then click the Create Survey button.

All surveys that have been created—upcoming, active, and closed—will be shown in their relevant sections. You can use the survey settings to edit any other required details.

Transactions

In the transactions section, you will see everything pulled from Xero or QuickBooks if integrated. If any transaction is recognized, we will link it to the relevant app. If not, it will be categorized under "Unrecognized Transactions." If you are able to recognize a transaction manually, you can go ahead and map it to the relevant app accordingly.

You can manually import or add transactions in AppVentory using the "Import" or "Add Transaction" buttons if needed.

Organizations

Users

Include all users who are part of your organization.

Budget

Define your annual application budget needed to run your business.

Departments

Please list all the departments that are part of your organization (e.g., Marketing, Accounting, etc.).

Settings

Account settings

Configure account settings to manage your basic profile information, including name, email, users, notifications, and security.

Business settings

Using business settings, configure all of your business information, operating currency, financial year, and payment frequency.

App settings

The app settings display the number of organizations added to AppVentory, along with the categories of companies.

Subscription

You can manage your AppVentory subscription on this page.