In the past, app advisory was often seen as a side task that didn’t bring much profit. Many businesses found it hard to earn good income from it, leading to inefficiencies and inconsistent results.

With the right tools and approach, app advisory can now be a profitable opportunity. AppVentory helps you make this shift by turning app advisory into full tech advisory. Our platform lets you scale and simplify your services, opening up new ways to earn and building stronger client relationships with higher fees. With insights and automation, AppVentory makes tech advisory a valuable and core part of your business.

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.

Integration

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 Appventory. 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, Microsoft Entra ID, or Okta, you can obtain a complete list of all the apps you use that utilize Google, Microsoft SSO, or Okta.

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 renewals
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, it 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 assign 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.

Integrations

Integrations enable seamless connectivity between your systems, allowing for efficient data exchange and automation. By integrating your Identity Provider, you can streamline user authentication and access management, ensuring secure and hassle-free login experiences across multiple apps. Similarly, connecting your Accounting Software allows you to consolidate transaction data, track expenditures, and gain insights into app-related costs effortlessly. These integrations enhance workflow efficiency, reduce manual data entry, and provide a unified view of your business operations.

My Subscription

You can manage your AppVentory subscription on this page.

Task Management

The Task Management feature empowers both tech advisors and clients to collaborate efficiently, prioritize tasks, and track progress in a streamlined manner. This functionality helps users organize their tasks based on urgency, assign responsibilities, and stay aligned throughout the project lifecycle.

Key Features:

• Task Creation: Easily create tasks with specific titles, priorities (High, Medium, Low), and due dates. Tasks can be assigned to team members allowing for clear delegation.

• Collaborators & Clients: Tasks can be shared with collaborators, ensuring team members are kept up-to-date. Tasks will appear in the assigned user's task list.

• Due Dates & Repeat Functionality: Set due dates using business days or specific dates, with the option to set tasks to repeat at regular intervals (e.g., daily, weekly, monthly, yearly).

• Task Views & Status Tracking: Tasks are categorized into Due Today, Overdue, and Upcoming, with the ability to mark tasks as Completed. Completed tasks are automatically moved to the completed tab.

• Filters & Custom Views: Filter tasks by priority, status, or due date for focused task management. Users can also customize the columns to display the most relevant information.

• Comments & Updates: Collaborators can add comments to tasks to provide updates, and these comments trigger notifications for those involved, ensuring clear communication.

• Task Summary: Task summaries are delivered via email based on user preferences, providing regular updates on task progress and priorities.

•  Task Management: SMBs can also update, complete, or delete tasks from the task list.

This Task Management functionality simplifies collaboration and enhances efficiency for both tech advisors and clients, ensuring tasks are completed on time and responsibilities are clearly defined.

Select All & Edit Functionality

The "Select All & Edit" feature is designed to enhance efficiency by enabling bulk edits across apps, Users, and transactions. This powerful tool streamlines data management, saving users time and effort when making large-scale updates.

How to Use "Select All & Edit"

1. Navigate to the Module – Open the section where you want to make bulk edits (Apps, Users, or Transactions).
2. Select Multiple Entries – Use the Select All checkbox to choose all records or manually pick specific entries.
3. Click on Edit – Access the edit functionality to apply changes.
4. Modify the Data – Update the necessary fields in bulk as required.
5. Save Changes – Changes will be saved automatically.

Use Cases

• App Management – Update subscription details for multiple apps simultaneously.
• User Records – Modify user information without manually editing individual profiles.
• Transaction Processing – Adjust multiple transaction entries in a single action.

Key Benefits

Enhanced Flexibility and Control

• Provides greater control over data management processes.
• Allows users to adjust subscription details for apps, update client information, and modify transaction records effortlessly.
• Ensures a seamless experience when handling bulk data modifications.

Streamlined Workflow Management

• Enables bulk edits across multiple modules, reducing manual effort.
• Eliminates the need for repetitive tasks by allowing large-scale updates in just a few clicks.
• Improves overall productivity and efficiency within the platform.

The "Select All & Edit" functionality is a game-changer for users looking to optimize their workflow and improve efficiency in managing large datasets.

If you need further assistance, please contact our dedicated customer support team at [email protected], who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.