Trusted by IT and finance teams at RSM and 500+ businesses worldwide
High-value reporting, ready to deliver
AppVentory does the analysis and turns it into client-ready reports — high-value assessments you deliver under your own brand and bill for. Three to start with:
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Software & AI Financial Assessment
A financial health check for your client's software and AI spend. Surface unused licenses, duplicate tools, and price creep — and show up to 25% savings on their software and AI investments.
Security & Compliance Assessment
Evaluate the security and compliance health of a client's software and AI ecosystem — SOC 2, ISO 27001, GDPR, vendor risk, Shadow Apps, Shadow AI, and identity security. The review a client didn't know to ask for.
Digital Transformation Assessment
Find the apps that digitize the business and standardize the tech stack across your client portfolio. Turn one-off cleanups into a repeatable, reportable service line.
Software & AI Financial Assessment
A financial health check for your client's software and AI spend. Surface unused licenses, duplicate tools, and price creep — and show up to 25% savings on their software and AI investments.
Security & Compliance Assessment
Evaluate the security and compliance health of a client's software and AI ecosystem — SOC 2, ISO 27001, GDPR, vendor risk, Shadow Apps, Shadow AI, and identity security. The review a client didn't know to ask for.
Digital Transformation Assessment
Find the apps that digitize the business and standardize the tech stack across your client portfolio. Turn one-off cleanups into a repeatable, reportable service line.
You already manage client software. Now earn from it.
Most accountants pay for client subscriptions, chase reimbursements, and carry the risk. OnCharge ends that — turning the software you're already managing into a predictable, margin-generating revenue line.
Track every client subscription automatically
Set your own margin — per client, per vendor, your terms
Reconcile and collect without the back-and-forth
From your account to your client's savings in three steps
Connect your account
Link your own accounting stack. AppVentory maps every tool, license, and cost automatically — nothing missed from day one.
- QuickBooks
- Xero
- FreshBooks
- and every major accounting platform
Spot the opportunity across your whole client portfolio
The intelligent engine scores usage, flags waste, and catches renewals — handing you the exact information to help every client save money, manage their software well, and secure their ecosystem.
Deliver high-value reports to your clients
AppVentory packages the findings into clear, credible reports for each client — showing what they're overspending and where to act. Direct value they can see, delivered under your brand, and a service you can charge for.
Connect your account
Link your own accounting stack. AppVentory maps every tool, license, and cost automatically — nothing missed from day one.
- QuickBooks
- Xero
- FreshBooks
- and every major accounting platform
Spot the opportunity across your whole client portfolio
The intelligent engine scores usage, flags waste, and catches renewals — handing you the exact information to help every client save money, manage their software well, and secure their ecosystem.
Deliver high-value reports to your clients
AppVentory packages the findings into clear, credible reports for each client — showing what they're overspending and where to act. Direct value they can see, delivered under your brand, and a service you can charge for.
Four ways AppVentory adds value to your clients - from Day 1
Set it up once. Your agents run across every client forever — no dashboards to check, no spreadsheets to maintain.
Stay compliant
AppVentory gives you a compliance overview across every client’s stack — showing which apps meet SOC 2, ISO 27001, and GDPR requirements, and flagging anything that falls short before it becomes a liability.
Never miss a renewal
Every upcoming renewal arrives with usage data, a cost benchmark, and a recommendation attached. You negotiate from a position of knowledge — and your client remembers who flagged it.
Find every saving
Your AI agents scan every client’s stack continuously — surfacing unused licences, duplicate tools, and wasteful renewals before they cost anything. Every saving found comes with a cost savings assessment ready to share — a billable conversation, a client report, and a reason to stay.
Build better stacks
Most businesses are running on a stack nobody designed. AppVentory gives you expert software recommendations tailored to each client — so you can guide their digital transformation, implement the right tools, and charge for advice that goes well beyond the standard review.
The easiest way to start or grow your advisory service line
No headcount required
You get the audit function without hiring for it. The tool does the labour, you make the call and deliver the value.
A report, not a login
Your clients get credible, high-value assessments they can act on, not another tool to learn.
Walk into every review
Smart savings recommendations are ready before the client asks — you're never starting from a blank page.
Continuous, not annual
The review runs every day, not once a year in a spreadsheet. Problems surface the moment they appear, not months later.
The accounting firms & MSPs that win in 2028 are moving now
The next generation of advisory firms will be powered by AI agents.
2000s
Compliance Partner
Tax, regulatory filings, audit support. Value through knowledge of the rules.
2010s
Financial Advisor
Expanded into strategic financial planning. Value through insight into the numbers.
Today
Strategic Tech Partner
Your clients' software stack is now a business-critical asset. You're the one with visibility into what they're spending, what's working, and what isn't - and the trusted relationship to act on it.
70% of organisations will centralise SaaS management by 2028. Your clients will adapt — the question is whether you lead that change or get left out of it.
One agent. Built for Accountants & MSP firms
Your agent runs continuously across your entire client portfolio — so you walk into every review with the answer already prepared.
Every saving opportunity, ranked and ready to act on. Flags overlapping tools, idle licences, and negotiation windows — with an estimated saving attached to every finding.
- Identifies apps with overlapping functionality
- Flags apps that need review or removal
- Review prioritised savings list · approve actions
Identifies apps with overlapping functionality
Every upcoming renewal arrives before it lands, with the context you need to act on it.
- Surfaces renewal dates across every client stack
- Attaches usage data and a cost benchmark to each one
- Recommends renew, renegotiate, or drop
What this client pays, against what comparable businesses pay — so "is this expensive?" has an answer.
- Compares pricing against market rates
- Highlights where a client is paying above the norm
- Gives you the number to negotiate with
The gaps and overlaps that turn a cost review into an advisory conversation.
- Identifies tools worth consolidating
- Surfaces gaps in the client's stack
- Recommends apps that fit how the business runs
Built for every role in your Firm
Partners & Firm owners
Add a new revenue stream and win clients with a service your competitors aren't offering yet.
Client Managers
Walk into every review with savings already identified and actions ready to approve.
Accountants & Bookkeepers
Manage every client's software spend in one place — and get paid for doing it.
Digital Transformation Lead
Deploy AI agents across your client portfolio and deliver outcomes at a scale no manual process can match.
Every client review is a missed conversation - without this
Software is your clients' second-biggest expense and almost nobody is watching it. The advisors who watch it — and act on it — build practices that are harder to leave and easier to grow.
$500k+
Average waste found per client audit
Tens of thousands in savings discovered that previously went completely unnoticed in standard client reviews. Now surfaced on day one.
70%
Of orgs will centralise SaaS by 2028
Your clients are going to centralise their SaaS management. The question is who leads it. Whoever does, gets the credit.
9.8%
Annual growth in software spend
Software is rising faster than any other business expense. Accounting firms & MSPs who track it — and act on it — win long-term client relationships.
AppVentory gives us confidence and control over software spend. We can clearly see which apps are being used, what they cost, and where we’re wasting money.
Helen Rogers
Strategic Finance Operations Partner
$M
Software savings identified across advisor practices
%
Of clients have unused licenses discovered within 48hrs
×
Faster advisory delivery vs manual stack reviews
0 hrs
First client insight within minutes of setting up
Enterprise-grade security. Your data stays yours, always.
AppVentory is SOC 2 certified and gives you enterprise-grade access controls.
Enterprise-grade security. Your data stays yours, always.
AppVentory is SOC 2 certified and gives you enterprise-grade access controls.
Frequently asked questions
See your agents working your client portfolio
A 20-minute demo tailored to your firm - we'll show exactly what AppVentory's agents would surface for your existing clients.