How AI ROI tracking works

Your CFO asks is AI paying for itself? Roiva answers with dollars, not dashboards.

Find the AI opportunities worth running, deploy them, connect cost + value data automatically, and prove the return in numbers a finance team would defend. Here's the full flow.

Step 1 — Assess

See whether your AI portfolio is actually paying back

Start with the free AI ROI Exposure Assessment. Answer a few questions about your AI portfolio, ownership, and timeline, and Roiva returns a one-page report sized to your company, with stated methodology and the highest-leverage moves to close the gap. Each opportunity it surfaces is backed by a deployable initiative template with a default formula and baseline.

Take the assessment →
Step 2 — Deploy

Track every AI initiative through its lifecycle

Adopted templates become live initiatives that move through identified → reviewing → implementing → live → completed. Each stage carries owners, categorised costs, and expected return, with optional review gates before spend kicks off and stage-transition notifications in Slack and email — so the portfolio reflects what's actually happening, not what was planned six months ago.

Step 3 — Measure

Connect your tools, then watch ROI build itself

Roiva pulls cost data from cloud and AI providers (AWS, GCP, Azure, OpenAI, Anthropic, Gemini) and value data from your CRM, support desk, and data warehouse — 30+ integrations in all. Versioned formulas with input snapshots turn that data into dollar-denominated ROI that's reproducible a year later. An approval workflow keeps unrealised value out of your reported numbers.

Step 4 — Iterate

An AI assistant that knows your portfolio

The Roiva assistant — powered by Anthropic Claude and included on every plan — works against your live initiative and integration data. Ask it to summarise ROI, draft an initiative, log a cost entry, or flag anomalies; anything with a side-effect requires your confirmation before it lands.

8 capabilities — from AI cost observability to enterprise security

The catalog covers everything in the platform: 50+ initiative templates, 30+ integrations, six AI cost providers, dashboards, audit logs, SAML, and more.

See all features →

You'll see a live ROI dashboard before you finish your coffee

New accounts arrive pre-populated with realistic sample data — so the dashboard isn't empty when you log in. Add your first real initiative whenever you're ready.

30s
Sign up free

Email + name. No credit card. Sample data appears instantly.

2m
Take the assessment

Optional, but it gives you a custom shortlist of initiatives to deploy.

5m
Adopt a template

Templates ship with formula, baseline, and benchmark already wired up.

10m
See live ROI

Log a cost or value entry; portfolio ROI updates in real time.

AI ROI tracking — FAQ

How does Roiva calculate AI ROI?

Every value entry in Roiva rolls up from a versioned formula (e.g., tickets_deflected × cost_per_ticket = savings). Inputs are snapshotted so the calculation is reproducible later, and software/token/labour costs are netted against it automatically.

How long does it take to see real AI ROI numbers in Roiva?

New accounts arrive pre-populated with realistic sample data, so the dashboard is alive on day one. To see your own data, adopt an initiative template, connect one or two integrations, and you'll typically have a live ROI line within 10–20 minutes.

Does Roiva work for AI initiatives in any function?

Yes. The template library covers customer support, sales, finance, operations, HR, marketing, product, and engineering. Every template ships with a default formula, baseline, and recommended integrations.

What if I'm just starting with AI — is Roiva the right tool yet?

Yes. Start with the free AI ROI Exposure Assessment — it sizes your current AI spend and surfaces the highest-leverage moves for your company. You can baseline metrics before you deploy, so Roiva can measure the lift later.

How does Roiva handle uncertainty in AI value estimates?

Initiatives carry both estimated and realised value. Roiva keeps these separate in the portfolio report — boards see realised numbers, while pipeline review uses estimates. Estimates can also be expressed as a range.

Try it on your own AI portfolio

Start with the free AI ROI Exposure Assessment — no account, no card. Or book a working session with the founder for a tailored walkthrough.