Welcome to Roiva
What Roiva measures, how initiatives, costs and value fit together, and where everything is in the app.
Documentation
Guides for running the portfolio, the concepts behind the numbers, and a reference to everything Roiva ships.
Get started
Your first initiative in 5 minutes
Create an initiative, record a cost, log value and approve it, to see an ROI number end to end.
Home, search and notifications
What Home's Inbox rows mean, snoozing them, what search (⌘K) finds, what the bell notifies you about, and turning alerts off.
Inviting your team
Invite people, what the Owner, Admin and Member roles can do, seat limits, single sign-on and two-factor.
Using the Roiva Assistant
Open the Assistant, what it can look up and change for you, approvals and permissions, conversations, usage limits, and where your data goes.
Assessments
What assessments are, starting and resuming one, saving answers, recommended templates, editing answers, and the public AI ROI Exposure Assessment.
Building an AI ROI tracker yourself
Starting free, when vendor review blocks that, what a build takes, from cost pipelines to signed attribution rules and time studies, and where it breaks.
Importing a tracker workbook
Roiva's tracker template for a team not on Roiva yet, what each sheet holds, and importing it later: what comes in, what doesn't, and approvals.
Running the portfolio
The initiative lifecycle
The stages from Identified to Completed, the buttons that move an initiative, and who can approve each step.
What an initiative needs before it has a number
Why an initiative shows no value yet: the Setup tab, Missing Inputs, the Inbox, the Submit for Review warning and Home's Inbox rows.
Using initiative templates
What a template sets up, how to add one, and how to find the right one for your business.
Creating initiatives from documents, and the Documents card
Upload a brief, deck or spreadsheet to create initiatives, the register template and its columns, what Roiva proposes, and an initiative's documents.
Tracking implementations
What an implementation is, why an initiative needs them to split its costs, its types and statuses, adding one, and how a cost is attributed to one.
Activity, notes and blockers
The activity feed, adding notes and replies, note types, resolving blockers and their flag, editing or deleting notes, and which notes reach Slack or Teams.
Approving value and initiatives
What needs approval, where approvals wait, who can approve, approval chains, delegation and the approval settings.
Portfolio reviews and decisions
Deciding what to continue, scale, fix, pause or retire once an initiative is live, and how Portfolio Review keeps those decisions on a schedule.
Reading the ROI dashboard
What each ROI figure means, cash value and freed capacity, planned versus actual, the reporting period, and where to drill in.
Board Brief and reports
The Portfolio Snapshot, Board Brief and Value Evidence Register, fiscal quarters, an initiative's review, what they count, and Export history.
Cost
How costs reach an initiative
Every way spend becomes an initiative's cost, where the same dollar can arrive twice, and what Roiva leaves out, counts anyway, or only suspects.
Adding costs and value entries
Record costs and log value by hand, record freed capacity that became cash, set up recurring costs and vendors, import a spreadsheet, and planned figures.
Budgets and budget vs. actual
What an initiative was approved to spend, how its budget is set and revised, who signs off an increase, and how Roiva checks it against the budget in your ERP.
Vendors, shares and recurring costs
Which vendors' bills book to an initiative, exact name vs contains matching, sharing a vendor, suggestions from your books, recurring costs.
Allocation rules and accounting periods
Split a vendor's bills across initiatives with allocation rules, and lock, reopen and reconcile a month, with or without a finance connection.
Value & measurement
How Roiva calculates value
Where a value figure comes from: cash or freed capacity, formulas, inputs, assumptions and defaults, revenue at margin, baselines, review.
How deflection value is booked
What an AI agent resolving help desk tickets or Salesforce conversations is worth: the rule, customers who come back, the price, one entry a month.
Metric keys, and where a value comes from
How a metric key is named, what a baseline and a reading are, and where Roiva gets a before-value when nobody wrote one down.
Metrics, baselines, and readings
Metrics, baselines, readings, assumptions and value formulas: how Roiva calculates value, and what to record next.
Baselines for an initiative that's already live
The before-figure after go-live: the months before it, a sample timed without the AI, or a declared estimate, each labeled in every report.
Running a time study
Time one task with the AI and without it, publish the result as your formulas' before and after figures, and what it shows and doesn't.
Measurement charters
What the CFO signs before results: the counting rules and each initiative's attribution rule. Who signs, drift, and revising after results.
Choosing a unit for cloud cost per unit
Which count to divide cloud spend by (subscriptions, orders, transactions, API requests or customers), where to find it, and why it can't change.
Measuring AI coding assistants
What Copilot, Claude Code and Codex figures are good for, how to value the time they save, and the pitfalls that make them mislead.
What makes a figure auditable
Why a value figure still reproduces after the formula changes: versioned arithmetic, frozen inputs, declared units, and approval before anything counts.
Integrations
Connecting your first integration
Connect a platform (sign-in, API key, GitHub App or service account), what it brings in, and the sync schedule.
Linking connections to initiatives
Why a connection books nothing until it's linked, the link each platform needs, mappings and allocation rules.
Importing American Express statements
Count AI tools paid on American Express cards: downloading the statement CSV, what an import covers, and how it counts once beside your books.
Managing a connection
A connection's tabs, primary and summed sources, Sync Now, pausing, editing a key, Disconnect vs delete, Slack and Teams alerts, and calendars.
Metrics from your own data warehouse
Feed a metric from Snowflake, Databricks, BigQuery or SQL Server with SQL: what it returns, how it's versioned, what Roiva keeps, how it stays read-only.
Roiva's figures in Power BI and your data warehouse
Read Roiva's reporting tables in Power BI or load them into Snowflake, Databricks or BigQuery: turning them on, tokens, queries, reconciling.
Connecting Claude, Cursor and other AI assistants (MCP)
Let Claude Code, Cursor or another MCP client read your Roiva figures: tokens, setup, revoking and troubleshooting.
Why is my integration not syncing?
Troubleshoot a connection: its status, reconnecting, sync history, the platform's side, and synced data missing from ROI.
Reference
What each platform books
Every platform Roiva connects to, with those it can't connect yet marked: the roles a link can take, what a cost link books, and which metrics it feeds.
What Roiva keeps from each platform
For every platform Roiva connects to, with those it can't connect yet marked: what a sync reads, which records and fields Roiva keeps, and for how long.
Metric registry
Every metric key Roiva ships: what it measures, its type and unit, and which kind of connection feeds it.
Formula library
Every value formula Roiva ships: what it calculates, its arithmetic, and the reading, baseline or rate each input comes from.
Assumption defaults
The rates, prices and cadences Roiva ships as defaults, each with the source it was taken from.
MCP tools
Every tool Roiva's MCP server serves an assistant: what each one answers and the parameters it takes.
Read API
Every endpoint Roiva's read API serves: what each one answers, the parameters it takes, and every field it returns.
Reporting tables
Every table and column in the Parquet files Roiva builds for Power BI and data warehouses: what a row is, and what each column means.
Sample reports
What a CFO receives from Roiva, shown for a fictional company: Board Brief, Value Evidence Register and Portfolio Snapshot, and how to trace each figure.
Account & trust
Sign-in and security
Signing in, Google and Microsoft, two-factor and backup codes, password reset, requiring 2FA, single sign-on through Okta, Entra ID or SAML, and the audit log.
Aggregate figures only: a note for your risk team
For an account whose vendor review hasn't cleared: what it stores, what it never receives, who else sees it, the cost connectors it can allow, and how to check.
Plans and billing
Plans and their limits, upgrading, invoices and payment details, and canceling.
Your data: exports and deletion
Exporting a table or the whole account, deleting an initiative, leaving an account, deleting yourself, and deleting the account.
If Roiva went away: what you keep
What the nightly reporting tables and the full-account export hold, and what neither does, so your AI ROI record doesn't depend on Roiva.
Troubleshooting
Common questions
Why ROI is $0, imports and exports, deleting initiatives, visibility, SOC 2, what Roiva keeps, health data and BAAs, multiple accounts and the Assistant.
Inside the app, search finds these pages and the Roiva Assistant answers from them, beside each platform's setup steps. See a walkthrough.