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AppVentory
Automated financial reviews of business technology. Get the full picture in minutes - for businesses and advisors.
Getting Started
Practice Essentials
Business Essentials
- Centralized Application Management
- Spend Tracking and Application Mapping Overview
- Survey Module: Centralized Feedback Collection and Management
- Organization: Defining User Access and Departmental Accountability
- Procurement
- Renewal Management
- AppVentory Dashboard: Command Center for App Visibility and Control
General
- Targeted Campaigns for Client Opportunities
- AppVentory Settings: Full Configuration and Administration Guide
- Integration Controls for Centralized Data Synchronization
- AppVentory Reports: Generating Financial and System Reviews
- Subscription and Payment Administration Guide
- Centralized Task Management for Workflow Efficiency
Integrations
- Branded Email Management via MailChimp
- Email Delivery Management with SendGrid
- Sage Connectivity for Accurate Financial Data
- Streamlining Spend Import with FreshBooks
- XeroAutomated Spend Syncing with Xero Integration
- Managing Identity-Driven App Assignments with Okta
- Xero Practice Manager for Practice Operations
