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, categorized 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) 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 unrealized value out of your reported numbers.

Read the measurement methodology
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 summarize 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, five AI cost providers, dashboards, audit logs, SAML, and more.

See all features →

From kickoff to a number finance will sign

The work is front-loaded into the first month — one initiative, modeled properly, with a baseline somebody will defend. Everything after that is repetition.

1
Week 1 — Kickoff

Pick the first initiative, agree its formula, and connect the first integration.

2
Weeks 2–4 — First number

Capture the baseline, run the first calculation, and get it signed off 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.

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/labor costs are netted against it automatically.

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. The implementation plan gets one initiative modeled, baselined, and signed off by finance within the first four weeks, and produces a quarterly report from your own data by day 90.

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 realized value. Roiva keeps these separate in the portfolio report — boards see realized 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.