Knowledge base

Getting Started

• AppVentory Onboarding & Setup Guide

Practice Essentials

• Practice Dashboard Overview
• Clients Management
• App Stack: The Core of AppVentory Practice and Client Strategy
• Targeted Campaigns for Client Opportunities
• Streamline Client Acquisition with AppVentory Prospects

Business Essentials

• AppVentory Dashboard: Command Center for App Visibility and Control
• Survey Module: Centralized Feedback Collection and Management
• Organization: Defining User Access and Departmental Accountability
• Spend Tracking and Application Mapping Overview
• Centralized Application Management

General

• AppVentory Settings: Full Configuration and Administration Guide
• Centralized Task Management for Workflow Efficiency
• Subscription and Payment Administration Guide
• Integration Controls for Centralized Data Synchronization

Integrations

• Managing Identity-Driven App Assignments with Okta
• Email Delivery Management with SendGrid
• Branded Email Management via MailChimp
• XeroAutomated Spend Syncing with Xero Integration
• Xero Practice Manager for Practice Operations
• Streamlining Spend Import with FreshBooks
• Sage Connectivity for Accurate Financial Data

FAQs

• FAQs - AppVentory