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 spend on software and AI — or whether any of it is used. AppVentory gives you the agent, 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 agent benchmarks every client's spend against peers — and turns the gap into a savings conversation.
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's agent helps you win and retain clients
One agent benchmarks every client's stack, tracks renewals, finds overlap, and flags idle seats — so every client conversation starts with proof, not opinion.
Benchmarking
Every overpay, proven with peer data. The agent compares every client's per-seat costs against companies of similar size and industry, flags where they're above benchmark, and prepares a negotiation brief — so you arrive at every vendor conversation already knowing the number.
Renewal management
Every renewal, optimised before it's too late. The agent detects renewal cycles from accounting data — no contracts to upload — with proactive alerts at 90, 60, and 30 days and a full brief.
Cost-savings analysis
Every consolidation opportunity, surfaced automatically. The agent identifies where tools overlap across a client's stack and flags idle seats and zero-activity tools with a savings estimate attached.
License tracking
Idle seats flagged before the next billing cycle. The agent tracks login activity per licence across every client's stack daily, each flagged seat with a monthly saving estimate attached.
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
$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
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.