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.
Answered from these docs only, by a model that cannot see your account. Check the pages it cites.
Generated from what Roiva ships, on every deploy.
One row per platform Roiva connects to. Roles are the ones a link can actually carry something in — the link form offers only these, and the others are shown with a line saying where that number comes from instead. How a cost link is narrowed is what stops a link taking more of a bill than the initiative runs on.
For why the rules are these rules, and what happens when two of them cover the same bill, see How costs reach an initiative.
Marked coming soon: Brex and Ramp. They can't be connected yet, as the Integrations page says: Roiva's app for each is waiting on the platform's approval. Each row says what a link will book once the platform can be connected.
| Platform | Kind | Roles a link can take | How a cost link is narrowed | Metrics it feeds |
|---|---|---|---|---|
| Anthropic | AI | Cost, Activity | The workspaces the link claims, or its share of the bill | AI usage, AI cost, Coding assistants |
| Claude Enterprise | AI | Activity | Not a cost source | Coding assistants |
| OpenAI | AI | Cost, Activity | The projects the link claims, or its share of the bill | AI usage, AI cost |
| OpenAI Codex | AI | Activity | Not a cost source | Coding assistants |
| Make | Workflow automation | Value, Activity | Not a cost source | Workflow automation |
| Zapier | Workflow automation | Value, Activity | Not a cost source | Workflow automation |
| n8n | Workflow automation | Value, Activity | Not a cost source | Workflow automation |
| AWS | Cloud | Cost, Activity | The services or usage types you pick and a cost-allocation tag | Cloud cost |
| Azure | Cloud | Cost, Activity | The services or usage types you pick and a cost-allocation tag | Cloud cost |
| Google Cloud | Cloud | Cost, Activity | The services or usage types you pick | Cloud cost |
| HubSpot | CRM | Value, Activity | Not a cost source | CRM deals, CRM contacts, Support tickets, Marketing |
| Pipedrive | CRM | Value, Activity | Not a cost source | CRM deals |
| Salesforce | CRM | Value, Activity | Not a cost source | CRM deals, Support tickets |
| BigQuery | Data | Activity | Not a cost source | — |
| Databricks | Data | Cost, Activity | The services or usage types you pick and a cost-allocation tag | Cloud cost |
| Looker | Data | Activity | Not a cost source | — |
| SQL Server | Data | Activity | Not a cost source | — |
| Snowflake | Data | Cost, Activity | The services or usage types you pick | Cloud cost |
| GitHub | Dev | Cost, Value, Activity | Only GitHub's AI line items, such as Copilot seats and AI credits, or its share of the bill | AI cost, Coding assistants, Pull requests, Deployments |
| Jira | Dev | Value, Activity | Not a cost source | Issue tracking |
| American Express | Finance | Cost, Activity | The vendors you pick | Card transactions |
| Brex (coming soon) | Finance | Cost, Activity | The vendors you pick | Card transactions |
| NetSuite | Finance | Cost, Value, Activity | The vendors you pick | Financials, Invoices, Bills |
| QuickBooks | Finance | Cost, Value, Activity | The vendors you pick | Financials, Invoices, Bills |
| Ramp (coming soon) | Finance | Cost, Activity | The vendors you pick | Card transactions |
| Stripe | Finance | Value, Activity | Not a cost source | Billing |
| Xero | Finance | Cost, Value, Activity | The vendors you pick | Financials, Invoices, Bills |
| Google Workspace | Productivity | Activity | Not a cost source | Calendar |
| Microsoft 365 | Productivity | Activity | Not a cost source | Calendar |
| Slack | Productivity | Activity | Not a cost source | — |
| Freshdesk | Support | Value, Activity | Not a cost source | Support tickets |
| Intercom | Support | Value, Activity | Not a cost source | Support tickets |
| Zendesk | Support | Value, Activity | Not a cost source | Support tickets |