AppVentory Reports: Generating Financial and System Reviews

Financial Review

The Financial Review report is generated based on synchronization application spend data and associated configurations within the platform.

The system complies with this report by:

• Aggregating application spend data from connected accounting integrations
• Mapping spend against assigned app owners and departments (if configured)
• Incorporating budget data and forecasts where available
• Processing renewal timelines and cost trends

The depth of insights depends on the level of data available. A preliminary version users basic synced spend data, while a comprehensive version utilizes additional configurations such as budget, ownership, and user data. 

System Review

The System Review report is generated by analyzing both application and user-level data to evaluate the overall system landscape. 

The system builds these reports by:

• Combining application data with user access information
• Evaluating the identity provider data to assess user activity and access control
• Identifying system risks, inefficiencies, and optimization opportunities
• Generating insights related to usage patterns, redundancies, and governance gaps

This report relies on both application data sync and user data sync to ensure accuracy. 

Report Generation Flow

Report Generation is initiated through the Generate Report action and follows a structured workflow based on the selected inputs and data availability. 

Integration Dependency 

During report generation, the system may require data synchronization depending on the selected options:

• When syncing the application (spend) data, users connect to an accounting integration such as
  - QuickBooks
  - Xero
  - FreshBooks 
  - Microsoft Dynamics 365 Business Central
• When syncing user data, users connect to an identity provider such as:
  - Google Workspace
  - Microsoft Entra ID 
  - Okta

Generic Integration Behavior

Regardless of the selected application, the integration flow follows a consistent pattern:

1. Users select Connect for the required integration
2. The system redirects to the provider's authentication page
3. Users log in and grant the required permissions
4. Users select the relevant entity (e.g., company or organization)
5. The system is validated and syncs data 
6. Synced data becomes available for the report generation

The system automatically determines whether to prompt for application data sync or user data sync based on the report configuration. 

My Client Reports and My Business Reports

Reports are organized into two operational contexts:

My Client Reports

This section is used when generating reports for external clients.

• User selects a specific client before generating the report
• Reports reflect client-specific data and configurations
• System Reviews are only available for engaged clients

My Business Reports

This section is used for internal reporting.

• Reports are generated based on the organization's own data
• Typically used for internal audits, system reviews, and spend analysis
• No client selection is required

Generating Reports

Report generation can be performed in two ways, depending on the selected report type. 

Financial Review 

To generate a Financial Review:

• Select Financial Review as the report type
• Choose the reporting context: 
  • My Clients > Select a client
  • My Business > Use internal data
• Ensure required prerequisites (such as app spend data sync) are completed
• Proceed with report generation

The system processes the available financial data and generates the report based on configured inputs and synced sources. 

System Review 

To generate a System Review:

• Select System Review as the report type
• Choose the reporting context:
  
  • My Clients > Select an engaged client
  • My Business > Use internal system data

• Ensure both application data and user data are synced 
• Use the Connect option if prompted to integrate required systems 
• Proceed with report generation

The system evaluates the synchronized data and generates insights related to system usage, access management, and optimization opportunities. 

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