---
title: What AI Agents do in AppVentory
description: Learn what AppVentory AI Agents do, how the live Portfolio Intelligence Agent works and which additional agents are coming soon.
---
[Skip to content](https://support.appventory.com/en-us/what-ai-agents-do-in-appventory#main-content)
[.png?width=187&height=40&name=AppVentory%20Logo%20(White).png)](https://support.appventory.com/?hsLang=en-us)
- [Product Update](https://support.appventory.com/en-us/release-notes)
- [Academy](https://academy.appventory.com/app)
- [Webinars](https://academy.appventory.com/app/webinars)
Open main navigation
Close main navigation
- [Product Update](https://support.appventory.com/en-us/release-notes)
- [Academy](https://academy.appventory.com/app)
- [Webinars](https://academy.appventory.com/app/webinars)
- [Contact us](https://24182720.hs-sites.com/submit-a-ticket)
[Contact us](https://24182720.hs-sites.com/submit-a-ticket?hsLang=en-us)
How can we help you?
- There are no suggestions because the search field is empty.
1. [AppVentory Knowledge Base](https://support.appventory.com/en-us?hsLang=en-us)
2. [For advisors](https://support.appventory.com/en-us/for-advisors?hsLang=en-us)
3. [AI Agents](https://support.appventory.com/en-us/for-advisors?hsLang=en-us#ai-agents)
# What AI Agents do in AppVentory
## Understand how AppVentory Agents monitor your client portfolio and surface work that needs attention.
#### What you get
A clear view of the Agent layer in AppVentory and where it fits into your Practice workflow.
**Agents** is a top-level area in My Practice. Agents are designed to monitor signals across your client portfolio and surface work that may need your attention without requiring you to open every client workspace one by one.
#### The Agent library
The Agent library shows the agents available to your Practice.
- **Portfolio Intelligence Agent — Live.** Monitors portfolio-level signals and helps you prioritise clients and opportunities that need attention.
- **Report Agent — Coming Soon.** Planned to help track user off-boarding and data-leakage related signals.
- **Renewal Agent — Coming Soon.** Planned to identify upcoming renewal pricing anomalies.
**Coming Soon:** Report Agent and Renewal Agent are visible in the product but are not yet available to use. Their behaviour may change before release.
#### How Agents are different from dashboards
A dashboard gives you a place to inspect data. An Agent is designed to run against a defined scope and set of conditions, then bring the resulting signals back to you as a feed or configured action.
For the live Portfolio Intelligence Agent, you can define which clients it monitors, which insight types matter, the thresholds worth flagging, how often it runs and where the output should go.
#### What you've unlocked
You now know where Agents fit in AppVentory and which capability is available today.
- [AppVentory](https://support.appventory.com/en-us/appventory?hsLang=en-us)
- [Start here](https://support.appventory.com/en-us/start-here?hsLang=en-us#main-content)
- [Start here](https://support.appventory.com/en-us/start-here?hsLang=en-us#start-here)
- [Running both](https://support.appventory.com/en-us/start-here?hsLang=en-us#running-both)
- [Wins you can get today](https://support.appventory.com/en-us/start-here?hsLang=en-us#wins-you-can-get-today)
- [Set up your data](https://support.appventory.com/en-us/set-up-your-data?hsLang=en-us#main-content)
- [Getting your data in](https://support.appventory.com/en-us/set-up-your-data?hsLang=en-us#getting-your-data-in)
- [Integrations](https://support.appventory.com/en-us/set-up-your-data?hsLang=en-us#integrations)
- [Your app inventory](https://support.appventory.com/en-us/set-up-your-data?hsLang=en-us#your-app-inventory)
- [See your spend](https://support.appventory.com/en-us/see-your-spend?hsLang=en-us#main-content)
- [Reporting what you found](https://support.appventory.com/en-us/see-your-spend?hsLang=en-us#reporting-what-you-found)
- [Find savings and risks](https://support.appventory.com/en-us/see-your-spend?hsLang=en-us#find-savings-and-risks)
- [Spend](https://support.appventory.com/en-us/see-your-spend?hsLang=en-us#spend)
- [Run your stack](https://support.appventory.com/en-us/run-your-stack?hsLang=en-us#main-content)
- [Surveys and team feedback](https://support.appventory.com/en-us/run-your-stack?hsLang=en-us#surveys-and-team-feedback)
- [Renewals](https://support.appventory.com/en-us/run-your-stack?hsLang=en-us#renewals)
- [Requests and procurement](https://support.appventory.com/en-us/run-your-stack?hsLang=en-us#requests-and-procurement)
- [For advisors](https://support.appventory.com/en-us/for-advisors?hsLang=en-us#main-content)
- [Running a portfolio](https://support.appventory.com/en-us/for-advisors?hsLang=en-us#running-a-portfolio)
- [AI Agents](https://support.appventory.com/en-us/for-advisors?hsLang=en-us#ai-agents)
- [Playbooks](https://support.appventory.com/en-us/playbooks?hsLang=en-us)
- [Admin and troubleshooting](https://support.appventory.com/en-us/admin-and-troubleshooting?hsLang=en-us)
- [Trust and security](https://support.appventory.com/en-us/trust-and-security?hsLang=en-us)
[](https://appventory.com?hsLang=en-us)
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2026, AppVentory
Can’t find what you’re looking for?
Let us help you right now!
[Submit a Ticket](https://support.appventory.com/submit-a-ticket?hsLang=en-us)
[](https://www.linkedin.com/company/appventory/) [](https://www.youtube.com/@AppVentory-p5/videos)
Contact us
[hello@appventory.com](mailto:hello@appventory.com) [+1 (206) 338-6633](tel:+12063386633)
[For Accountants & MSPs ](https://www.appventory.com/for-accountants)
Solutions
[Grow Your Practice](https://www.appventory.com/solutions/for-practice/grow-revenue) [Win & retain clients](https://www.appventory.com/solutions/for-practice/win-and-retain-clients) [Expand tech advisory](https://www.appventory.com/solutions/for-practice/tech-stack-advisory) [Protect client software stack](https://www.appventory.com/solutions/for-practice/protect-client-stack) [Prove ROI to clients](https://www.appventory.com/solutions/for-practice/prove-roi-clients)
By role
[Partners & Firm Owners](https://www.appventory.com/by-role/accountants/partner-and-firm-owner) [Client Managers](https://www.appventory.com/by-role/accountants/client-managers) [Digital Transformation Team](https://www.appventory.com/by-role/accountants/digital-transformation-team) [Operations Head](https://www.appventory.com/by-role/accountants/operations-head)
[For Business ](https://www.appventory.com/for-businesses)
Solutions
[Reduce SaaS overspend](https://www.appventory.com/solutions/business/cut-saas-overspend) [Optimize renewals](https://www.appventory.com/solutions/business/optimize-every-renewal) [Remove risky apps](https://www.appventory.com/solutions/business/eliminate-unapproved-apps) [Simplify procurement](https://www.appventory.com/solutions/business/streamline-procurement) [Scale without extra headcount](https://www.appventory.com/solutions/business/scale-operation)
By role
[CFO / Finance Leader](https://www.appventory.com/by-role/businesses/cfo-and-finance-leaders) [IT Manager / Head of Ops](https://www.appventory.com/by-role/businesses/it-and-finance-managers) [SMB Owner](https://www.appventory.com/by-role/businesses/smb-business-owners) [Enterprise Procurement](https://www.appventory.com/by-role/businesses/enterprise-procurement)
Company
[About Us](https://www.appventory.com/about-us) [Blog](https://www.appventory.com/blog) [Changelog](https://support.appventory.com/en-us/release-notes?hsLang=en-us#appventory) [Customer Stories](https://www.appventory.com/customer-stories) [Pricing](https://www.appventory.com/pricing) [ROI calculator](https://www.appventory.com/roi-calculator) [Events](https://www.appventory.com/events)
Comparison pages
[AppVentory vs Torii](https://www.appventory.com/compare/torii-vs-appventory) [AppVentory vs Zylo](https://www.appventory.com/compare/zylo-vs-appventory) [AppVentory vs Vendr](https://www.appventory.com/compare/vendr-vs-appventory)
Privacy
[Privacy Policy](https://www.appventory.com/privacy-policy) [Saas Agreement](https://www.appventory.com/saas-agreement) [Terms of Service](https://www.appventory.com/terms-of-service) [Cookie Policy](https://www.appventory.com/cookie-policy) [Coachbar Trust Center](https://trust.coachbar.io/)
Our Products
[AppVentory Channels](https://channels.appventory.com/)
©2026 AppVentory. All Rights Reserved.