Welcome to Roiva

Roiva measures the return on your AI initiatives: what each one costs, the value it delivers, who approved the numbers, and whether it's paying back — so the call to scale, fix or cut one is made on figures your CFO will accept.

The mental model

Every AI investment is an Initiative. Each one has:

• Costs — what you spend on it: software, model tokens, cloud, consulting, your own team's time
• Budget — what it was approved to spend, set when it's approved, with actual costs counted against it
• Value entries — what it returns: cash, like deals won or a vendor bill that fell, and freed capacity, like hours your team got back or tickets an AI agent resolved
• Measurement — the metrics, before-values (baselines) and readings that value formulas turn into value entries

Value is reported as two figures that are never added. Cash value is money that shows in the books. Freed capacity is time and output given back, priced at what it costs, and it isn't cash because payroll is the same afterwards. Net cash value is cash value minus total cost, and Cash ROI is net cash value divided by total cost. Freed capacity is reported beside them and counts as cash only when someone shows, with a document, that it became cash. Only approved value entries count: value logged by hand waits for someone to approve it, and only some entries a value formula calculates are approved automatically (see How Roiva calculates value). Value waiting on approval shows only on ROI → Provisional, beside approved cash ROI and never in it.

Finding your way around

The sidebar is grouped by job — the weekly loop at the top, then the work behind a number:

• Home — where the account stands
• Inbox — what is waiting on you — approvals, measurements due, setup steps
• Portfolio
  • ROI — the portfolio dashboard, per-initiative figures, and the Board Brief and other reports
  • Initiatives — every initiative and its own tabs
• Evidence
  • Method — the chain behind each number, and the formulas, metrics and assumptions in it
  • Entries — cost entries, value entries and metric entries: what was recorded
  • Integrations — the systems Roiva reads from, and what each one feeds
• Finance
  • AI Spend — what you pay each vendor, AI vendors first, how much of it books to no initiative, and what may be counted twice
  • Budget — what each initiative was approved to spend, against what it has
  • Allocations — allocation rules and accounting periods (accounts with a connection whose bills Roiva books)
  • Accounting Periods — closing a month so its figures stay as reported (accounts with no connection whose bills Roiva books)

Templates and assessments are not in the sidebar. Both belong to creating an initiative rather than to the weekly loop, and both are reached from New Initiative — or from search. See Assessments.

Assistant, under the sidebar, opens the Roiva Assistant, which answers questions about your account and this product and can record things for you.

Along the top: search (⌘K, or Ctrl K on Windows) finds initiatives, pages, metrics, connections, people and docs; the bell holds your notifications; and the help menu (?) holds:

• Setup Guide — your account's checklist, ticked as each step is done
• Docs — this documentation, which opens in a new tab
• My Tickets — support tickets you have raised, and their replies
• Contact Support — raise a new one

Your name at the bottom of the sidebar opens Profile and, for Owners and Admins, Organization Settings. If you belong to more than one Roiva account, Switch Account in that menu moves between them.

Where to go next

• Setup Guide in the help menu (?) is your account's checklist: an initiative, your team (for Owners and Admins), measurement, a first cost, a first value entry and its approval, each ticked once it's done, with a button for the step.
• Read Your first initiative in 5 minutes to see a number end to end.
• Or just ask the Assistant: "How do I connect Zendesk?" works. See Using the Roiva Assistant.
• Home, search and notifications explains what's waiting for you when you sign in.