Overview
AppVentory helps tech advisors and system integrators discover and manage tech-advisory projects in their client base efficiently and effectively.
With AppVentory, you get the tools and insights needed to deliver superior tech advisory services and maximize the value of your clients' technology investments.
Gone are the days of spending countless hours manually exploring your clients' tech stacks. AppVentory simplifies this process, allowing you to focus on strategic advisory.
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Stop Wasting Hours and Days on Discovery AppVentory’s automation and integrations handle all the data collection and analysis for you, providing a comprehensive picture of your client’s business.
- Collect and analyse software spend information
- Collect and analyse everything employees are logging into
- Survey employees about how well their software is working
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Increase the Profitability of your Tech Advisory. Quote & scope with accurate knowledge of what’s involved in the implementation project and the size of your client’s tech spend budget.
- Uncover and highlight problematic apps and areas for improvement
- Discover the information you need to quote more accurately
- Understand exactly what software you'll be working with and replacing
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Automate Your Tech Advisory Offering. You give your clients the power to automate their business, AppVentory gives you the power to automate your tech advisory process.
- Easily monitor how your clients are adopting tech you implemented
- Manage your opportunity pipeline and track new enquiries in one place
- Be notified when the timing is better to quote and close deals
AppVentory + Xero
Together with Xero, AppVentory uncovers your clients’ financial tech stacks, bringing their financial and operational data into one unified platform.
Quickly understand what apps your clients are subscribed to and how much they're spending on those products
Save significant time with automated data collection and analysis, making your tech advisory more profitable and effective
Features you’ll love:
- View all software subscriptions, costs, and opportunities in one live dashboard
- Understand which applications are being used and identify any issues with usage or satisfaction
- Deploy surveys to gather detailed feedback from users about their experience with different applications
- Monitor the overall health of your clients’ tech stacks with easy-to-understand metrics
- Get real-time updates about potential issues or unusual activity within your clients’ applications
Integration with other apps
In addition to integrating with Xero, AppVentory also matches this transactional data with usage data from Microsoft and Google, giving you a clear picture of:
- App usage: which apps are being used and by how many users
- Adoption gaps: Identify apps that aren't being used or haven’t been properly adopted
- Opportunities for growth: Spot areas for further app adoption within your clients' businesses.
You can even upload a CSV file with transactional data for your desktop clients.
By consolidating data from multiple sources, AppVentory provides a holistic view of your client’s tech stack, allowing you to manage and optimize their applications efficiently.
Getting started
Here's step-by-step process of getting started with xero integration
Step 1: Navigate to the Integrations Section: On the dashboard, click on the "Integrations" tab/menu.
Step 2: Select Xero from the List: Find and select "Xero" from the list of available integrations.
Step 3: Authorize Access to Xero by clicking the "Connect to Xero" button. You will be redirected to the Xero login page.
Step 4: Enter your Xero login credentials and authorize access for the platform to access your expense data.
Step 5: Grant Permissions: After logging in, allow access to Invoices and Bills to fetch expense data
