QuickBooks

Roiva writes these metric observations on each sync. Reference the key in a value formula to use this data in your ROI calculations.

Financials

Invoices (AR)

Bills (AP)

• Track monthly revenue, total expenses, and net income as financial baselines for AI initiatives
• Measure whether AI-driven cost reductions show up in your operating expense trend
• Compare net income growth against AI initiative costs to calculate true ROI
• Monitor invoice volume and payment rate as a proxy for AP/AR automation initiative impact
• Track bill count and total spend to measure accounts payable efficiency improvements

1. In Roiva: Connect via OAuth — you will be redirected to Intuit to authorize with your QuickBooks account
2. In QuickBooks: Ensure the authorizing user has at least Reports Only access in QuickBooks (Accrual-basis P&L required)
3. After connecting, Roiva will sync 12 months of monthly Profit & Loss, Invoice, and Bill data automatically
4. Back in Roiva: Link this connection to an initiative on the Initiatives tab and select the object types most relevant to your initiative

• Roiva pulls the Accrual-basis Profit & Loss report — ensure your QuickBooks company uses accrual accounting for accurate month-over-month comparisons
• Financials produces three observations per month (revenue, expenses, net income) — use them individually or combine in a value formula
• Invoices tracks count, total volume, and paid count — the paid count ratio is a useful signal for AI-assisted collections initiatives
• Bills tracks count and total volume — compare month-over-month bill count to measure AP automation throughput
• Net income trend is the strongest signal for broad cost reduction initiatives; invoice and bill metrics are better for process automation initiatives