Win & retain clients
Your clients don't know if they're overpaying. You're about to tell them
Most businesses have no visibility into what they're spending on software — or whether any of it is actually being used. AppVentory gives you the agents, the data, and the reports to find savings your clients didn't know existed - and turn that into a recurring revenue stream for your practice.
AppVentory's agents find every one of them, score the risk, and help you get control - automatically
Instant benchmarking across every major software category
Peer comparisons built into every client report automatically
Clear recommendations attached to every benchmark finding
Why clients leave advisors — and how to make sure they don't
It's not that your clients aren't happy. It's that they don't see enough evidence that you're ahead of the game.
Clients expect proactive insight.
The days of waiting for a client to ask a question are over. The advisors who retain clients longest are the ones who surface the answer before the question is asked. Benchmarking data is one of the most powerful ways to do that.
How AppVentory helps you win and retain clients with benchmarking data
Benchmarking agent
Every overpay, proven with peer data. Compares every client's per-seat costs against companies of similar size and industry across every major software category. Where a client is above benchmark, the agent flags the gap, quantifies the overpay, and prepares a negotiation brief — so you arrive at every vendor conversation already knowing the number.
Renewal agent
Every renewal, optimised before it's too late. Detects renewal cycles by analysing accounting data - no contracts to upload, no manual calendar to maintain. Proactive alerts at 90, 60, and 30 days with a full renewal brief including usage data, current cost, peer benchmark, and a recommendation.
Cost saving agent
Every consolidation opportunity, surfaced automatically. Identifies where two or more tools are doing the same job across a client's stack and surfaces the opportunity with usage data to back it up. Tools with zero activity, unused seats, or no clear owner get flagged with a savings estimate attached.
License agent
Idle seats flagged before the next billing cycle. Tracks login activity and engagement per licence across every client's full stack — updated daily, automatically. Every flagged seat comes with a monthly saving estimate attached so you know the impact before you make the call.
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
Setup time to first client insight
Related solutions
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
Be ready for every renewal - starting today.
Set it up once. Your Renewal Agent runs forever - tracking every contract, preparing every brief, alerting you when it matters.