AppVentory Practice

August 2025

Prospects

 Streamlined Client Onboarding & Management

 The onboarding process has been revamped to include new activation methods: Silent   Activation and Engaged Activation.

 Both methods are recorded in the client's profile and are interchangeable at any time.

        Silent Activation: 

        - Configures settings without client notification.

        - Allows integration of applications, user addition, and accounting data linking before sending an invitation.

        Engaged Activation

        -Involves the client immediately by providing login credentials for real-time collaboration.

The Prospects tab guarantees a fluid client experience with optimized efficiency and minimized communication exchanges.

Click here for more information. 

Clients

 Self-Onboarding / Client Intake Form  

• Future clients submit details, including business names and contact information, via a shareable link, eliminating manual data entry.
• Submitted data populates a "Prospect Section" for review, where teams can approve, reject, or auto-accept based on criteria.
• Approved prospects automatically transition to the active client list.

This automated system enhances efficiency and accuracy, reduces human error, saves time, and maintains an organized client pipeline, allowing businesses to focus on relationships and service.

Click here for more information

June 2025

Practice Overview

• Redesign Dashboard:

          A complete visual overhaul of the Practice Dashboard offers smarter and faster insights:

                - Automatic currency conversion based on your base currency.

                - View top recurring revenue sources and project opportunities at a glance.

                - Instantly act on underutilized or non-approved apps.

Clients

• Simplified Navigation: Jump to any client's account in seconds with enhanced access controls.
• Refined Notification Logic: Assign up to five managers per client. Only those assigned receive alerts, ensuring relevance and reducing clutter. 
• Cleaner Communication: Only the 5 assigned managers per client will receive client-related alerts, ensuring focused, relevant communication and reduced noise across the platform. 

Campaigns

• Bulk Campaign with Smart Filters: Launch campaigns to multiple clients using refined filters (by usage, department, engagement). 
• New Engagement Metrics: Track open rates, click rates, and configure follow-up triggers. 

May 2025

• UI/ UX enhancements applied across the entire AppVentory platform, offering a more strealined and modern user experience.
• Consolidated access via a single URL: my.appventory.com ,enabling simplified entry to both Business and Practice versions.
• Updated sign-up flow now begins with registration for a Business account, with the option to upgrade to a Practice version if needed. 

February, 2025

• Notes Management - Tools to jot down messages/notes on specific client. Refer to this article for more details.
• Subscription changes - Refer to this article for more details.
• Problematic apps resolution process & flagged apps - Refer to this article for more details.
• Inclusion of new fields in the clients landing page - Recurring revenue & Project opportunities. (Shown only under the "All" & "Active" tabs)

January, 2025

• Select All & Edit Functionality – Bulk edit apps, clients, and transactions. Refer to this article for more details.
• Schedule a Call Feature – Clients can book meetings with tech advisors. Refer to this article for more details.
• Redesigned Settings Menu – Improved layout for easier navigation.  Refer to this article for more details.
• Task Management – Enhanced tracking and collaboration.  Refer to this article for more details.
• Problematic App Identification – Automated detection of app issues.  Refer to this article for more details.
• Xero Pricing Update – Updates to Xero subscription and pricing.  Refer to this article for more details.

December, 2024

1. Stay Informed with Real-Time Notifications

• Get instant updates on critical events, tasks, and client activities.
• Prioritize effectively with timely alerts about client onboarding, task progress, and app recommendations.
• Strengthen client relationships with notifications for interaction updates and app optimization opportunities.

2. Strengthen Security with Comprehensive Audit Trails

• Maintain accountability with a detailed record of all user actions.
• Ensure data security and meet compliance needs by logging every change.
• Quickly resolve issues and analyze events for continuous improvement.

3. Simplify Onboarding for Tech Advisors and Business Owners

• Enjoy a smooth transition with guided onboarding.
• Explore AppVentory’s features easily and start leveraging its benefits faster.
• Increase user adoption and long-term engagement with an intuitive start.

4. Boost Growth with Subscriptions and Refer-a-Mate Program

• Build loyalty with subscription services that provide consistent value.
• Expand your customer base through rewards-based referral programs.
  
  

5. Real-Time App Insights with Okta Integration

• Access app and user data instantly for better insights.
• Streamline data integration and reduce manual errors.
• Track user activity patterns and offer personalized app recommendations.

Additional Updates:

• App cost trends (year-over-year percentage changes).
• Client import feature.
• Xero sign-in support.
• Single business accounts for every Multi Business user.

November, 2024

AppVentory MultiBusiness Version was released.

AppVentory Business

August 2025

Spend Overview

• The Archived Spend tab is available on the Spend Overview page alongside the Mapped Spend and Unmapped Spend tabs.

• When an application is deleted from either the Mapped or Unmapped Spend list, all associated transactions are automatically moved to the Archived Spend tab.

• Restoration of an application reinstates its archived transactions back to the original classification under Mapped Spend.

Click here for more information

Apps

• The Delete option is available in the Apps section of the client profile. Applications can be removed from the list using the Delete action. Transactions may be deleted individually or in bulk from the Transactions section. All actions generate a confirmation prompt and are logged for audit tracking.

Click here for more information

June 2025

Dashboard

• Customizable Widgets: Drag, drop, and organize widgets based on your business priorities.
• New "Problematic Apps" Widget: Identify performance concerns at a glance and resolve quickly.
• Overlapping App Detection (Beta): Smart detection of apps with similar functionality and AI-powered savings suggestions. 

Click here for more information.

Apps

• Unified App View

           The All Apps tab brings together all app categories for easier navigation.

• Bulk Department Update 

          Edit department assignments across multiple apps directly from the app table. 

• Unassigned Owner Filter

           Quickly locate apps without owners and assign responsibility.

• Sharper App Controls

           Improved visuals and creation tracking. Edit app names and descriptions right in the module. 

Click here for more information

Survey

• Revamped Interface: The survey module now features a modern and user-friendly UI.
• AI Summery with Typing Effect: An animated summary powered by AI offers a concise overview of collected responses. 

Click here for more information

Spend Overview 

• Overlapping Functionality Insights

           Identify redundant apps to reduce spend. 

• Smarter Recommendations

           Integrated with AI suggestions from overlapping app detection.

Click here for more information

Organizations

• Department Tab Budget Management

          Users can now view, edit, and monitor department tab, consolidated alongside app assignments and team structures. 

Click here for more information

May 2025

• UI/ UX enhancements applied across the entire AppVenotry platform, offering a more streamlined and modern user experience. 
• Consolidated access via a single URL: my.appventory.com ,enabling simplified entry to both Business and Practice versions. 
• Updated sign-up flow now begins with registration for a Business account, with the option to upgrade to a Practice version if needed. 

February, 2025

• User & role access management - Introducing the ability to manage roles and permissions when inviting users - Refer to this article for more details.
• Deleted/Archived apps - Ability to track deleted or archived apps - Refer to this article for more details.
• Xero certification & activate/deactivate flow - Refer to this article for more details.
• Refreshed email templates & demo data across the system.
• Security & infrastructure measures (VAPT passed).
• Abilty to download five years worth of data from Xero & QBO.
• Introducing background processing of Apps and manual imports.

December, 2024

1. Stay Informed with Real-Time Notifications

• Get instant updates on critical events, tasks, and client activities.
• Prioritize effectively with timely alerts about client onboarding, task progress, and app recommendations.
• Strengthen client relationships with notifications for interaction updates and app optimization opportunities.

2. Strengthen Security with Comprehensive Audit Trails

• Maintain accountability with a detailed record of all user actions.
• Ensure data security and meet compliance needs by logging every change.
• Quickly resolve issues and analyze events for continuous improvement.

3. Precision with Custom Mapping for Unrecognized Transactions

• Match unrecognized transactions to the right apps with custom mapping.
• Optimize app spend and ensure accurate financial reporting.
• Gain clearer insights into app usage trends and financial health.
  
  

4. Real-Time App Insights with Okta Integration

• Access app and user data instantly for better insights.
• Streamline data integration and reduce manual errors.
• Track user activity patterns and offer personalized app recommendations.

AppVentory General

August 2025

Client Selection Dropdown

• This is a new feature located in the center of the AppVentory main page
• This dropdown allows selecting a specific client or adding a new client profile
• Only one client can be selected at a time
• Only Visible when the “Try Practice” button is clicked.
• Only accessible when Test Mode is toggled off. 

Click here for more information

Xero Integrations

• Bulk Client Import (Advisor Only)                                                  
• Current soft limit are 50 organizations per account                           
• Xero integration currently supports both Xero HQ and XPM APIs.            

Click here for more information          

Xero Practice Manager

• Automated client list import from Xero Practice Manager to AppVentory.

• Automatic synchronization of client additions and updates between platforms.

• Flagging of unmatched clients for review.

• Elimination of duplicate records and manual data entry.

• Ensures a consistently accurate and up-to-date client list.

Click here for more information

June 2025

Integrations

• XPM Integrations: Sync with external practice management tools
  
• Multi-Zero Accounting Integration: Connect your accounting system seamlessly. 
• Step-by-Step Setup: A user-friendly guided onboarding experience simplifies integration. 

Settings

• Admin Empowerment Tools: Admins can now autonomously manage user accounts, helping larger teams scale with self-service tools and less friction. 

Future Enhancements

August 2025

• In Xero Integration there is a plan to introduce to filter by organization in an upcoming release. 

June 2025

• Client Self-Onboarding
• Automated App Renewal Process
• Future Campaign Metrics 
• Full rollout of enhanced integrations

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