Roiva
Product
Customer Support Deflection and the capacity it frees
Sales Tie AI tools to closed-won revenue
Finance Audit-grade ROI for the CFO
Operations Run AI initiatives like a portfolio
Engineering What AI coding assistants give back
Integrations Pricing Start free
How AI ROI tracking works

Run every AI initiative from first idea to the call to scale, fix, or cut.

List every initiative, approve its budget, let cost and value arrive from your systems each month, and bring it back for a decision on a schedule. Here's the loop.

Start free A first readout in 30 days →
AI multiplies output, and misfires (37 seconds)
Step 1 — List

Put every AI initiative on one list

Start from one of 50+ templates, each with a formula and the integrations it reads. Upload a business case or a register of what's already running, and Roiva proposes the initiatives for you to review, or import the tracker workbook you've been keeping. List every idea you're weighing: only the initiatives you measure count against your plan. Not sure where to begin? The free AI ROI Exposure Assessment sizes your AI spend and suggests the templates worth running first.

Take the assessment
Roiva's Initiatives readiness view: each initiative's stage, owner, status, gaps and next action
Step 2 — Approve

Approve it, with a budget and a charter

Submitted for review, an initiative goes through your approval chain, one approver or several in turn. Approval moves it to implementing and records its budget, a CapEx total and an OpEx rate, and a later increase above your threshold waits for an Owner's sign-off. Where your organization requires reviews first, such as privacy or workforce impact, approval waits until a named person signs each one off against its evidence, or an Owner waives it with a reason, and the approval keeps that record. Its measurement charter says what the AI gets credit for, and is best signed before results arrive: a revision after them is recorded as one. Stage changes reach Slack and email, so the portfolio reflects what's actually happening.

Initiative detail page showing lifecycle stage, planned and actual cash ROI, payback, budget used, and the business case
Step 3 — Measure, every month

Cost and value arrive each month, and a person approves them

Roiva books cost from your books and your cloud and AI providers, and value from your CRM, help desk, billing system and warehouse: 30+ integrations in all. Each month's value comes from a versioned formula, a synced record or a named person's entry, and counts only once it's approved. Hours freed are freed capacity, reported beside cash ROI and never in it, until a document shows a budget changed. Where your systems hold no baseline, a time study measures one.

Read the measurement methodology
Portfolio ROI page showing cash value, freed capacity beside it, total cost and cash ROI, with cost against cash over time
Step 4 — Decide, and come back

Decide what to scale, fix, or cut, on a schedule

Once an initiative is live, Portfolio Review brings it back up on a schedule. Record whether to continue, scale, fix, pause, or retire it, and why. Each decision keeps the cost, cash value, freed capacity and cash ROI it was made against, so next quarter's review reads the call as it was made, not against today's numbers. Then the loop runs again: next month's figures arrive, and the next review is already on the calendar.

Portfolio Review page listing live AI initiatives with cost to date, cash value against plan, cash ROI, last decision, and next review date

Want the full breakdown?

Everything from AI cost observability to enterprise security

The catalog covers the whole platform: 50+ initiative templates, 30+ integrations, measurement charters and time studies, journals posted to your books, board-ready reports, audit logs, SSO, and more.

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The first ninety days

From kickoff to a number finance will sign

If the initiative has been running in a system Roiva reads, the first number comes from its history, not from waiting: agree the formula and what "before" looked like, and each full month since go-live that the system holds is worked out as the data syncs. The rest of the first month goes on checking that number and getting it approved. Everything after that is repetition.

The earliest CFO-ready readout · day 30

The 30-Day ROI Readout takes one AI initiative that has been live for at least a quarter, in a system Roiva reads, and presents a board-ready readout of what it cost and returned 30 days after it starts. We do the setup and the data entry. It's $5,000, credited in full against year one if you go on to a subscription.

To have it before the quarter ends on December 31, 2026, start by December 1, 2026. The day the 30 days start is agreed on the first call. An initiative with less history takes longer, because its first number waits for readings after go-live to compare with its baseline.

See the 30-Day ROI Readout →
1
Week 1 — Connect

Pick the first initiative, agree its formula, and connect the system it runs on. Where it holds full months from before go-live, they set the baseline, and each full month since is measured as the data syncs.

2
Weeks 2–4 — Sign-off

Check the figures, add what your systems don't hold, such as a loaded hourly cost or a baseline where history is missing or has gaps, and get the number approved by finance.

3
Month 2 — Widen

Two or three more initiatives, with AI provider spend connected and allocating.

4
Month 3 — Report

The first quarterly reporting cycle, run end to end from your own data.

Common questions

AI ROI tracking — FAQ

How does Roiva calculate AI ROI?
Cash ROI is cash value less cost, over cost. Cash value is revenue gained at your contribution margin, costs that fell, losses avoided, and freed capacity a document shows became cash. Each figure comes from a versioned formula with its inputs snapshotted, a synced record from a CRM, help desk or billing system, or a named person's entry citing its documents, and none of it counts until it's approved. Hours freed, priced at what they cost, are reported beside cash ROI and never added to it.
How long does it take to see real AI ROI numbers in Roiva?
Sample data lets you explore the product on day one, but a number worth defending comes from your own data. If the initiative has been running in a system you connect to Roiva, that number comes from its history, not from waiting: agree the formula and what "before" looked like, and Roiva works out each full month since go-live as the data syncs, ready for finance to approve. If you'd rather we do the setup, the 30-Day ROI Readout takes one initiative that has been live for at least a quarter and presents a board-ready readout of what it cost and returned 30 days after it starts, for a fixed $5,000 credited in full against year one. On a subscription, the implementation plan has one initiative signed off by finance within the first four weeks and runs the first quarterly reporting cycle from your own data by day 90. A rollout that's only just started needs a few weeks of readings after go-live before there's an "after" to compare.
Does Roiva work for AI initiatives in any function?
Yes. The template library covers customer support, sales, finance, operations, HR, marketing, product and engineering, and 15 industry packs come with every plan. Each template ships with a formula and the integrations it reads, and takes its baseline from your own history where your systems hold it.
What if we're just starting with AI?
Then it's the cheapest time to start. Open a free account, list the ideas you're weighing, and record a baseline for one before it goes live, so there's something to compare against afterwards. The free AI ROI Exposure Assessment, which needs no account, sizes your AI spend and suggests the templates worth running first.
How does Roiva handle uncertainty in AI value estimates?
It labels it rather than averaging it away. An initiative's plan is its business case, approved value is what happened, and the two are reported side by side. A figure resting on a Roiva default, your own estimate, or a baseline reconstructed after go-live says so on the entry, and ROI › Provisional shows what's still waiting on approval apart from approved ROI.

Try it on your own AI portfolio

Start free and measure your first initiatives on your own data, with no card and no expiry. Or book a working session with the founder for a tailored walkthrough.

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