AppVentory Practice

June 2025

Practice Overview

• Redesign Dashboard:

          A complete visual overhaul of the Practice Dashboard offers smarter and faster insights:

                - Automatic currency conversion based on your base currency.

                - View top recurring revenue sources and project opportunities at a glance.

                - Instantly act on underutilized or non-approved apps.

Clients

• Simplified Navigation: Jump to any client's account in seconds with enhanced access controls.
• Refined Notification Logic: Assign up to five managers per client. Only those assigned receive alerts, ensuring relevance and reducing clutter. 

Campaigns

• Bulk Campaign with Smart Filters: Launch campaigns to multiple clients using refined filters (by usage, department, engagement). 
• New Engagement Metrics: Track open rates, click rates, and configure follow-up triggers. 
• Cleaner Communication: Campaigns respect the 5-manager assignment rule to streamline messaging. 

May 2025

• UI/ UX enhancements applied across the entire AppVentory platform, offering a more strealined and modern user experience.
• Consolidated access via a single URL: my.appventory.com ,enabling simplified entry to both Business and Practice versions.
• Updated sign-up flow now begins with registration for a Business account, with the option to upgrade to a Practice version if needed. 

February, 2025

• Notes Management - Tools to jot down messages/notes on specific client. Refer to this article for more details.
• Subscription changes - Refer to this article for more details.
• Problematic apps resolution process & flagged apps - Refer to this article for more details.
• Inclusion of new fields in the clients landing page - Recurring revenue & Project opportunities. (Shown only under the "All" & "Active" tabs)

January, 2025

• Select All & Edit Functionality – Bulk edit apps, clients, and transactions. Refer to this article for more details.
• Schedule a Call Feature – Clients can book meetings with tech advisors. Refer to this article for more details.
• Redesigned Settings Menu – Improved layout for easier navigation.  Refer to this article for more details.
• Task Management – Enhanced tracking and collaboration.  Refer to this article for more details.
• Problematic App Identification – Automated detection of app issues.  Refer to this article for more details.
• Xero Pricing Update – Updates to Xero subscription and pricing.  Refer to this article for more details.

December, 2024

1. Stay Informed with Real-Time Notifications

• Get instant updates on critical events, tasks, and client activities.
• Prioritize effectively with timely alerts about client onboarding, task progress, and app recommendations.
• Strengthen client relationships with notifications for interaction updates and app optimization opportunities.

2. Strengthen Security with Comprehensive Audit Trails

• Maintain accountability with a detailed record of all user actions.
• Ensure data security and meet compliance needs by logging every change.
• Quickly resolve issues and analyze events for continuous improvement.

3. Simplify Onboarding for Tech Advisors and Business Owners

• Enjoy a smooth transition with guided onboarding.
• Explore AppVentory’s features easily and start leveraging its benefits faster.
• Increase user adoption and long-term engagement with an intuitive start.

4. Boost Growth with Subscriptions and Refer-a-Mate Program

• Build loyalty with subscription services that provide consistent value.
• Expand your customer base through rewards-based referral programs.
  
  

5. Real-Time App Insights with Okta Integration

• Access app and user data instantly for better insights.
• Streamline data integration and reduce manual errors.
• Track user activity patterns and offer personalized app recommendations.

Additional Updates:

• App cost trends (year-over-year percentage changes).
• Client import feature.
• Xero sign-in support.
• Single business accounts for every Multi Business user.

November, 2024

AppVentory MultiBusiness Version was released.

AppVentory Business

June 2025

Dashboard

• Customizable Widgets: Drag, drop, and organize widgets based on your business priorities.
• New "Problematic Apps" Widget: Identify performance concerns at a glance and resolve quickly.
• Overlapping App Detection (Beta): Smart detection of apps with similar functionality and AI-powered savings suggestions. 

Apps

• Unified App View

           The All Apps tab brings together all app categories for easier navigation.

• Bulk Department Update 

          Edit department assignments across multiple apps directly from the app table. 

• Unassigned Owner Filter

           Quickly locate apps without owners and assign responsibility.

• Sharper App Controls

           Improved visuals and creation tracking. Edit app names and descriptions right in the module. 

Survey

• Revamped Interface: The survey module now features a modern and user-friendly UI.
• AI Summery with Typing Effect: An animated summary powered by AI offers a concise overview of collected responses. 

Spend Overview 

• Overlapping Functionality Insights

           Identify redundant apps to reduce spend. 

• Smarter Recommendations

           Integrated with AI suggestions from overlapping app detection.

Organizations

• Department Tab Budget Management

          Users can now view, edit, and monitor department tab, consolidated alongside app assignments and team structures. 

May 2025

• UI/ UX enhancements applied across the entire AppVenotry platform, offering a more streamlined and modern user experience. 
• Consolidated access via a single URL: my.appventory.com ,enabling simplified entry to both Business and Practice versions. 
• Updated sign-up flow now begins with registration for a Business account, with the option to upgrade to a Practice version if needed. 

February, 2025

• User & role access management - Introducing the ability to manage roles and permissions when inviting users - Refer to this article for more details.
• Deleted/Archived apps - Ability to track deleted or archived apps - Refer to this article for more details.
• Xero certification & activate/deactivate flow - Refer to this article for more details.
• Refreshed email templates & demo data across the system.
• Security & infrastructure measures (VAPT passed).
• Abilty to download five years worth of data from Xero & QBO.
• Introducing background processing of Apps and manual imports.

December, 2024

1. Stay Informed with Real-Time Notifications

• Get instant updates on critical events, tasks, and client activities.
• Prioritize effectively with timely alerts about client onboarding, task progress, and app recommendations.
• Strengthen client relationships with notifications for interaction updates and app optimization opportunities.

2. Strengthen Security with Comprehensive Audit Trails

• Maintain accountability with a detailed record of all user actions.
• Ensure data security and meet compliance needs by logging every change.
• Quickly resolve issues and analyze events for continuous improvement.

3. Precision with Custom Mapping for Unrecognized Transactions

• Match unrecognized transactions to the right apps with custom mapping.
• Optimize app spend and ensure accurate financial reporting.
• Gain clearer insights into app usage trends and financial health.
  
  

4. Real-Time App Insights with Okta Integration

• Access app and user data instantly for better insights.
• Streamline data integration and reduce manual errors.
• Track user activity patterns and offer personalized app recommendations.

AppVentory General

June 2025

Integrations

• XPM Integrations: Sync with external practice management tools
  
• Multi-Zero Accounting Integration: Connect your accounting system seamlessly. 
• Step-by-Step Setup: A user-friendly guided onboarding experience simplifies integration. 

Settings

• Admin Empowerment Tools: Admins can now autonomously manage user accounts, helping larger teams scale with self-service tools and less friction. 

Future Enhancements

June 2025

• Client Self-Onboarding
• Automated App Renewal Process
• Future Campaign Metrics 
• Full rollout of enhanced integrations

If you need further assistance, please contact our dedicated customer support team at support@coachbar.io 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.