Trusted by IT and finance teams at RSM and 500+ businesses worldwide
Accounting Firms Winning 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
Agentic Tech Strategist
Deploying agents across client software portfolios. Value through autonomous intelligence - not just insight, but action delivered at scale.
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.
Four ways AppVentory grows your practice - from Day 1
Set it up once. Your agents run across every client forever — no dashboards to check, no spreadsheets to maintain.
Find every saving
Your agents scan every client's stack continuously — surfacing unused licences, duplicate tools, and wasteful renewals before they cost anything. Every saving found is a billable conversation, a client report, and a reason to stay.
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.
Build better stacks
Most businesses are running on a stack nobody designed. AppVentory surfaces the gaps so you can recommend, implement, and charge for advice that goes well beyond the standard review.
Stay compliant
AppVentory continuously checks every client's apps against SOC 2, ISO 27001, and GDPR requirements — flagging anything that falls short before it becomes a liability.
What your agent does across every client portfolio
Set it up once. Your agent runs across every client forever — no manual research, no spreadsheets, no missed conversations.
MANAGEEvery tool, every licence, every cost — in one place
Link your accounting software and SSO provider. Every client's stack is mapped automatically from Day 1. Nothing missed, nothing manual.
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MONITORYour AI intelligence engine - working while you sleep
Usage scoring, benchmarking, renewal detection — the engine processes everything across every client and surfaces exactly what needs attention. No dashboards to check.
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ACTYou approve. Your agents deliver.
Renewal Agent, Cost Savings Agent, License Agent — each one running automatically on your behalf. You see a clear action, approve or dismiss, and the saving is done. Just results.
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Every tool, every licence, every cost — in one place
Link your accounting software and SSO provider. Every client's stack is mapped automatically from Day 1. Nothing missed, nothing manual.
Your AI intelligence engine - working while you sleep
Usage scoring, benchmarking, renewal detection — the engine processes everything across every client and surfaces exactly what needs attention. No dashboards to check.
You approve. Your agents deliver.
Renewal Agent, Cost Savings Agent, License Agent — each one running automatically on your behalf. You see a clear action, approve or dismiss, and the saving is done. Just results.
Four agents built for Accountants & MSP firms
Each agent runs continuously across your entire client portfolio — so you walk into every review with the answer already prepared.
Cost savings agent
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
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
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.
$10k+
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.
Reports Your Clients Will Ask For - Before They Know to Ask
Financial Assessment
A fast, high-value snapshot of a client's software spend, waste, and savings opportunities. Low effort to produce, high impact in any review meeting.
Comprehensive Financial Review
A full audit of SaaS spend, license utilisation, renewals, and ROI across the client's entire stack.
Systems Review
A complete map of the client's tech stack — what's in use, what's overlapping, what's ungoverned, and what's missing.
Financial Assessment
A fast, high-value snapshot of a client's software spend, waste, and savings opportunities. Low effort to produce, high impact in any review meeting.
Comprehensive Financial Review
A full audit of SaaS spend, license utilisation, renewals, and ROI across the client's entire stack.
Systems Review
A complete map of the client's tech stack — what's in use, what's overlapping, what's ungoverned, and what's missing.
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
$2.1M
Software savings identified across advisor practices
94%
Of clients have unused licenses discovered within 48hrs
8×
Faster advisory delivery vs manual stack reviews
0 hrs
Setup time to first client insight
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.