Xero

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, expenses, and net income as financial baselines for AI initiatives
• Measure whether AI-driven cost reductions appear in your operating expense trend
• Compare net income growth against AI initiative costs to calculate true ROI
• Monitor invoice volume and paid count as a proxy for AI-assisted billing or collections impact
• Track bill count and volume to measure accounts payable automation throughput

1. In Roiva: Connect via OAuth — you will be redirected to Xero to authorize
2. In Xero: Sign in as a user with the Standard or Advisor role and allow access to your organization. Xero lists what Roiva asks for: to read your Profit & Loss, invoices, bills and chart of accounts, and to post manual journals, which Roiva does only when you lock a period
3. After connecting, Roiva will sync 12 months of monthly Profit & Loss, Invoice, and Bill data automatically
4. Back in Roiva: The connection page checks each step and says what's missing. Once it's all ticked, click Test Connection
5. Back in Roiva: Link this connection to an initiative on the Initiatives tab and select the object types most relevant to your initiative

• Financials produces three observations per month (revenue, expenses, net income) — use net income for broad cost-reduction initiatives
• Invoices tracks count, volume, and paid count — the paid count ratio is a useful signal for AI-assisted collections initiatives
• Bills tracks count and 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