Expand tech advisory

Your clients need a tech advisor. You already have everything it takes to be one.

The demand for tech stack advisory is growing faster than most firms can respond to. AppVentory gives you the agent infrastructure, the data, and the client-ready reports to deliver it as a repeatable, high-margin service — without hiring a dedicated technology team.

Book a demo

AppVentory's agents find every one of them, score the risk, and help you get control - automatically

Complete tech stack visibility across every client portfolio automatically

Gap analysis built into every client review

Opportunity and risk findings delivered before you walk into the room

The Challenge

Why tech stack advisory is the service line most firms aren't capturing yet

It's not that your clients aren't paying attention. It's that nobody has the tools to track it properly.

Clients are making technology decisions without guidance

Software buying happens at team level, without strategy, without benchmarking, and without anyone asking whether the tool is actually needed. By the time an advisor gets involved, the decision has already been made and the spend is already locked in.

Tech stack reviews are too slow to do manually

Annual contracts renew silently. Without proactive monitoring, your clients miss the negotiation window and get locked into another year at full price

The opportunity is closing

Forward-thinking firms are already building tech advisory into their offering. The ones who move now will be the ones clients call first when a technology decision needs to be made.

Annual contracts renew silently. Without proactive monitoring, your clients miss the negotiation window and get locked into another year at full price

Forward-thinking firms are already building tech advisory into their offering. The ones who move now will be the ones clients call first when a technology decision needs to be made.

Solutions

How AppVentory helps you deliver tech stack advisory at scale

Opportunity agent

Every gap in the stack, surfaced automatically. Maps every client's current tools against category benchmarks and identifies which tools businesses of similar size and type typically have but your client doesn't. Gaps are ranked by impact and readiness — so you know which conversations to have first and which recommendations will land.

Benchmarking agent

Every vendor decision, backed by peer data. Compares every client's per-seat costs against companies of similar size and industry. Where a client is above benchmark, the agent flags the gap and prepares a negotiation brief — so every technology recommendation comes with a number attached.

Cost saving agent

Every overlap, found and quantified. Identifies where two or more tools are doing the same job across a client's stack and surfaces the consolidation opportunity with usage data and cost impact. Every finding comes with a savings estimate so the recommendation is easy to act on.

Unapproved Apps agent

Every unapproved tool, found and scored. Scans accounting data for unrecognised software payments in real time. Anything not formally approved gets flagged immediately with risk level, number of users, and monthly cost — so tech stack conversations start from a complete picture, not a partial one.

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