The right plan for your stack
Flexible plans that scale with your business - no surprises, no hidden fees
Standard
The core practice plan. Everything you need to run a profitable app-advisory function.
100 client orgs on your dashboard
YOUR PRACTICE DASHBOARD
- One-page spend assessments
- Cost-savings assessments
- Security & compliance checks
- Digital standardization recs
- Opportunity Agent ($12K+/yr)
- Software spend management
- Manage up to 100 clients
- Includes AppVentory access for up to 5 clients
Pro
A digital transformation practice — standardize and modernize
500 client orgs on your dashboard
EVERYTHING IN STANDARD, PLUS
- 10x client capacity
- Practice solution integration
- Cost-savings Agent (all clients)
- End-to-end app on-charge
- Manage up to 500 clients
- Includes AppVentory access for up to 20 clients
Enterprise
For large firms, multi-partner practices and MSP groups with custom needs.
Unlimited clients on your dashboard
EVERYTHING IN PRO, PLUS
- 100x client capacity
- Dedicated support team
- Priority onboarding & training
Compare our plans
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
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
For accountants and bookkeepers, pricing is per firm — not per client or per user. One flat price covers your whole practice. For business plans, pricing is a flat monthly subscription regardless of the number of users.
Yes. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
No long-term contracts. All plans are month-to-month by default. Yearly billing is available at a 20% discount.
All plans include accounting integrations (Xero, FreshBooks, QuickBooks Online) and identity providers (Google Workspace, Microsoft, Okta). Premium ERP integrations — NetSuite, Microsoft Business Central, and Sage Intacct — are available on Advisory and above.
Clara AI is your personal advisor copilot built into Appventory. It helps you manage clients, surface opportunities, draft reports, and stay on top of your advisory pipeline — all from a single interface.
Yes. AppVentory is SOC 2 certified and built with enterprise-grade access controls. Your data is encrypted in transit and at rest and is never shared with third parties.
Find out what is hiding in your stack today
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