For Accountants & Bookkeepers
Every client you have is wasting money on software - most of them have no idea
Most of it is on unused licenses, forgotten renewals, and tools nobody approved. AppVentory's agents find it all automatically - so every client review starts with savings already on the table.
Trusted by IT and finance teams at RSM and 500+ businesses worldwide
Accounting firms winning in 2028, are moving NOW
The next generation of advisory firms will be powered by AI agents.
2000s
Compliance Partner
Tax, regulatory filings, audit support. Value through knowledge of the rules.
2010s
Financial Advisor
Expanded into strategic financial planning. Value through insight into the numbers.
Today
Agentic Tech Strategist
Deploying agents across client software portfolios. Value through autonomous intelligence - not just insight, but action delivered at scale.
70% of organisations will centralise SaaS management by 2028. Your clients will adapt - the question is whether you lead that change or get left out of it.
AppVentory creates value for your practice - from Day 1
Set it up once. Your agent runs forever - no dashboards to check, no spreadsheets to maintain.
Book a demoStay compliant
AppVentory continuously checks every app across your client portfolio against SOC 2, ISO 27001, and GDPR requirements - flagging anything that falls short before it becomes a liability. You walk into every client conversation already knowing where the risks are.
Never miss a renewal
AppVentory tracks every contract across your entire client portfolio - alerting you at 90, 60, and 30 days with usage data, cost benchmarking, and a clear recommendation from a position of knowledge. Every time.
Find every saving
AppVentory's agents scan every client's stack continuously - flagging unused licenses, duplicate tools, and upcoming renewals before they cost anything. You walk into every review with savings already found and actions already prepared.
Build better stacks
Most businesses are running on a stack nobody designed. AppVentory surfaces every gap - the tools your clients should be using but aren't - so you can proactively recommend, implement, and add value beyond the standard review.
What your agent does across every client portfolio
Set it up once. Your agent runs forever - no dashboards to check, no spreadsheets to maintain.
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MANAGEAll your software spend and usage, managed in one place
Link your accounting software and SSO provider. Every tool, every license, every cost your business pays for - mapped automatically. Nothing missed from Day 1.
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MONITORYour AI intelligence engine - working while you sleep
Once your spend data is in, the intelligence layer gets to work. App identification, usage scoring, benchmarking, renewal detection - the engine processes everything and surfaces exactly what needs attention. No dashboards to check or manual analysis required.
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ACTYou give the directions. Your agents work for you
The intelligence is ready. Now your agents go to work - Renewal Agent, Cost Savings Agent, License Agent and more - each one running automatically on your behalf. You see a clear action, approve or dismiss, and the saving is done. No research or analysis required. Just results.
Get started free
All your software spend and usage, managed in one place
Link your accounting software and SSO provider. Every tool, every license, every cost your business pays for - mapped automatically. Nothing missed from Day 1.
Your AI intelligence engine - working while you sleep
Once your spend data is in, the intelligence layer gets to work. App identification, usage scoring, benchmarking, renewal detection - the engine processes everything and surfaces exactly what needs attention. No dashboards to check or manual analysis required.
You give the directions. Your agents work for you
The intelligence is ready. Now your agents go to work - Renewal Agent, Cost Savings Agent, License Agent and more - each one running automatically on your behalf. You see a clear action, approve or dismiss, and the saving is done. No research or analysis required. Just results.
Four agents built for Accountants & MSP firms
Each agent runs continuously across every client in your portfolio - surfacing what needs attention so you walk into every review with answers.
App discovery agent
Finds every tool being paid for outside official channels - apps on company cards that IT and finance never approved. Surfaces them, flags the risk, and helps you get control.
- Scans accounting data for unrecognised SaaS payments
- Scores risk and spend per duplicate app
- Review list - approve, migrate, or remove
You manage client software. Now get paid for it
Accountants and MSPs pay for client subscriptions, chase reimbursements, and eat the risk. OnCharge ends that - turning the software you already manage into a predictable revenue line.
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Track every client subscription automatically
Apply your margin - per client, per vendor, your terms
Reconcile and collect without the back-and-forth
Built for every role in your Firm
Partner & firm owners
Grow advisory revenue and win clients with a service your competitors are not offering yet
Client managers
Walk into every client review with saving already identified and actions ready to approve
Digital transformation lead
Deploy AI Agents across client portfolio & deliver outcomes at scale no manual process can match
Accountants & bookkeepers
Manage every client software spend in one place - and get paid for doing it
Every client review is a missed conversation - without this
Software is your clients' second-biggest expense and almost nobody is watching it. That gap is something you can help with.
Book a demo
1 in 3
clients has a zombie subscription they forgot about
Unused tools, lapsed trials, duplicate apps — the waste is already there. You just need to surface it.
$47B
wasted annually on unused SaaS licenses globally
Most of it sits undetected in standard client reviews. AppVentory finds it on day one.
3×
Annual growth in software spend
Software spend is growing fast — and most clients have no one watching it. That's your opening.
Reports your clients will ask for - before they know to ask
SaaS Spend Audit
A full audit of every tool, license, and renewal — and exactly what each one is costing your client.
Quick-Spend Snapshot
A fast, high-impact overview of where your client's software budget is going — and where it's leaking.
Tech Stack Assessment
A complete map of every tool in your client's stack — what's active, what's overlapping, and what's missing.
SaaS Spend Audit
A full audit of every tool, license, and renewal — and exactly what each one is costing your client.
Quick-Spend Snapshot
A fast, high-impact overview of where your client's software budget is going — and where it's leaking.
Tech Stack Assessment
A complete map of every tool in your client's stack — what's active, what's overlapping, and what's missing.
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
$1.2M
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
First client insight within minutes of setting up
Enterprise-grade security. Your data stays yours, always.
AppVentory is SOC 2 certified and gives you enterprise-grade access controls.
Enterprise-grade security. Your data stays yours, always.
AppVentory is SOC 2 certified and gives you enterprise-grade access controls.
Frequently asked questions
See your agents working your client portfolio
A 20-minute demo tailored to your firm - we'll show exactly what AppVentory's agents would surface for your existing clients.