Digital Transformation Team

Turn tech advisory into a repeatable service line

As a digital transformation team, you're already having technology conversations with clients. AppVentory gives you the data layer to make those conversations more specific, more valuable, and more repeatable - across every client in your portfolio, automatically.

AppVentory dashboard overview

Trusted by IT and finance teams at RSM and 500+ businesses worldwide

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How many of your clients have a clear picture of their entire tech stack right now?

Most don't. AppVentory builds it automatically - and surfaces what needs to change.

AppVentory stack visibility overview
The Challenge

Why tech advisory stalls without the right data

It's not a strategy problem. It's a data problem.

Digital transformation challenges illustration

01

Client tech stacks are messier than anyone admits

Duplicate tools, ungoverned software, and tools nobody approved are sitting inside every client's stack. Without a complete picture of what's actually in use, transformation conversations start from the wrong baseline.

02

Recommendations without data don't land

Telling a client they should consolidate their tools or renegotiate a vendor contract is easy. Showing them exactly which tools overlap, what each one costs, and what peers are paying is what turns a recommendation into a decision.

03

Delivery doesn't scale manually

Running a proper tech stack review for one client takes days. Doing it across a full portfolio isn't realistic without the right infrastructure. AppVentory makes it automatic.

One agent. Multiple capabilities.

What AppVentory does for Digital Transformation Teams specifically

One agent maps every client's stack against benchmarks, finds overlap, prices vendor decisions, and flags unapproved tools — so every transformation conversation starts from evidence.

Get started

Opportunity mapping

Every gap in the stack, surfaced automatically. The agent maps each client's tools against category benchmarks and ranks gaps by impact and readiness — so you know which conversations to have first.

Opportunity mapping dashboard screenshot
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AppVentory gives us confidence and control over software spend. We can clearly see which apps are being used, what they cost, and where we’re wasting money.

Helen Rogers

Strategic Finance Operations Partner

Helen Rogers
Catherine Owen
Florentina Sandu
Luke Farren
Jon Davies

$12.6M

Software savings identified across advisor practices

94%

Of clients have unused licenses discovered within 48hrs

8x

Faster advisory delivery vs manual stack reviews

0 hrs

Setup time to first client insight

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Enterprise-grade security. Your data stays yours, always.

AppVentory is SOC 2 certified and gives you enterprise-grade access controls.

GDPR compliant
AICPA SOC 2 certified
ISO certified

Frequently asked questions

Setup takes zero hours — you get your first insight immediately after connecting your accounting software or SSO provider. No lengthy onboarding, no professional services required.
AppVentory connects to your accounting software (Xero, QuickBooks), your SSO provider (Google, Okta, Microsoft), and your bank or card feeds. Most businesses are fully connected in under 30 minutes.
Yes. Your data is fully isolated within your own workspace. AppVentory is SOC 2 Type II certified, ISO 27001 certified, and GDPR compliant. We never share your data with third parties.
Our agents cross-reference actual usage data, license counts, and renewal dates to surface unused, underused, or duplicate subscriptions — typically uncovering savings within 48 hours of connecting.
You can cancel anytime, no questions asked. There are no lock-in contracts and no cancellation fees.
Our team is happy to help. Reach out via the contact form below or book a live demo and we'll walk you through everything.

Take control of the one spend category that's been running itself

Set it up once. Your agent runs forever - tracking every contract, preparing every brief, alerting you when it matters.