AI ROI tracking features

The only AI ROI platform finance teams can audit and defend.

Every dollar of claimed value rolls up from a versioned formula and an auditable input snapshot. From finding where AI can help to proving it did — without a spreadsheet your auditor would tear apart.

50+ initiative templates
30+ integrations
6 value entry types
100% formula provenance
Assessment-driven

Find your AI opportunities — in 5 minutes, without an account

The free assessment matches your team and goals against a library of 50+ pre-built initiative templates, each with a default formula, baseline, and benchmark range.

  • Tailored shortlist — ranked by impact and effort
  • Each result links to a deployable initiative template
  • No account required to see your results
Take the assessment
Initiative lifecycle

Run AI projects through real stage gates

Every initiative moves through identified → reviewing → implementing → live → completed. Each stage has owners, timelines, costs, and expected return — so the portfolio reflects what's actually happening.

  • CapEx vs. OpEx, software vs. tokens vs. internal labour
  • Optional review gate before spending kicks off
  • Slack and email notifications on stage transitions
Auditable ROI formulas

Every dollar in your ROI report is reproducible

Roiva's formulas are versioned. Every value entry stores an input snapshot — the baseline, observation, and variables that produced the number. Even if you change the formula a year from now, historical numbers stay valid.

  • Six entry types: revenue gain, cost savings, time savings, cost avoidance, implementation cost, run cost
  • Approval workflow: draft → reviewed → approved
  • Only approved value rolls up into reported ROI
AI cost observability

Track every dollar of AI spend — across six providers, attributed to initiatives

AI spend is sprawled across model APIs, hyperscaler bills, and managed services. Roiva syncs all of it automatically and attributes it back to specific initiatives, so the cost side of your ROI math is real, not estimated.

  • Six providers: Anthropic, OpenAI, Gemini for token spend; AWS, Azure, GCP for cloud spend
  • Per-token cost calculation from effective-dated pricing constants — overridable per account
  • Per-initiative attribution via cost-allocation tag (AWS), resource tag (Azure), budget (GCP), or service-name mapping
  • Recurring nightly sync; every cost lands on a CostEntry tied to the source bill / token batch
30+ integrations

Pulls cost and value from the tools you already use

Connect once and Roiva keeps your dashboards current. Sync token spend from OpenAI / Anthropic, cloud spend from AWS / GCP / Azure, deal data from your CRM, and ticket data from your help desk.

  • CRM (Salesforce, HubSpot, Pipedrive)
  • Support (Zendesk, Intercom, Freshdesk)
  • Finance & cloud (QuickBooks, NetSuite, Xero, Stripe, AWS, GCP, Azure)
  • Data warehouses (Snowflake, BigQuery, Looker)
  • Automation (Zapier, Make, n8n) and AI providers (OpenAI, Anthropic)
See all 30+ integrations
Roiva Assistant

An AI assistant that knows your portfolio

Ask the assistant to summarise ROI, draft an initiative, log a cost entry, or flag anomalies. It works against your live initiative + integration data — included on all plans.

  • Powered by Anthropic Claude
  • Side-effects (entries, stage transitions) require your confirmation
  • Included on all plans — no usage limits or extra charges
Dashboards & reports

One view for the operator, another for the CFO

Purpose-built views for every stakeholder. Per-initiative ROI for the operator running it; portfolio-wide value, cost, and net ROI for finance and leadership.

  • Window-scoped reporting (filter by date range or stage)
  • Value and cost broken down by type
  • Planned vs. actual at the initiative and portfolio level
Security & audit

Built for the controls enterprise teams require

Full audit logs, 2FA enforcement, impersonation controls, and SAML on Enterprise. Sensitive credentials encrypted at rest. Hosted on AWS US.

  • Account-scoped audit log of authentications, role changes, value approvals
  • Configurable roles and permissions
  • SSO and SAML on Enterprise
See the security overview
We never train AI models on your data. Roiva uses Anthropic Claude to power the in-app assistant. Anthropic is configured with terms that prohibit training on your inputs. Read our AI transparency statement for the full breakdown.

See it for yourself

Take the free AI ROI Exposure Assessment and get a one-page report showing your AI spend exposure, where ROI is provable today, and the highest-leverage moves.

Get your exposure report →

Free · Anonymous · ~ 5 minutes · No account required