# Roiva

> Roiva is AI portfolio management software for running every AI initiative on numbers a CFO will accept, through to the call to scale, fix or cut it. It holds every AI initiative from business case to retirement: what it costs, the cash it has returned and the capacity it has freed, where it is in its lifecycle, and who approved the numbers. Every reported figure says where it came from (a versioned formula, a synced source record, or a named person's entry) and counts only once it is approved, which is what makes its AI ROI auditable. ROI is cash ROI; hours freed are reported beside it as freed capacity and never added to it. Approval records each initiative's budget, and actual spend is tracked against it; budget increases above a threshold need the account owner's sign-off. Live initiatives come up in a scheduled portfolio review, where each decision to continue, scale, fix, pause, or retire is recorded with the figures it was made against.

## Method

- [Methodology](https://roiva.ai/methodology): How Roiva arrives at a number (versioned formulas, declared baselines, a signed measurement charter, a declared share of any business-wide outcome's change, a hold on entries from any formula that compares a count moving with volume without adjusting for it, frozen inputs, sign-off before value counts, cash kept apart from freed capacity with ROI taken over cash alone, an append-only audit log), and what the method does not prove.

## Writing

- [Field notes](https://roiva.ai/field-notes): Roiva's written pieces on putting AI on the books, newest first, each dated with when it was published and last updated. Full text is also in the RSS feed at https://roiva.ai/field-notes/feed.
- [AI ROI tools compared](https://roiva.ai/field-notes/ai-roi-tools-compared): Larridin, Olakai, SilkFlo, Ascerta and Roiva side by side, as of a stated date: what each says it measures, what it counts as value, its published price, when another tool fits better, and what Roiva doesn't do. Each claim about another vendor links to that vendor's own page.

## Use cases

- [Customer support](https://roiva.ai/use-cases/customer-support): AI ticket deflection booked from the help desk under a rule you set, conversations an Agentforce agent handles alone in Salesforce, and agent minutes saved from a time study or time tracking. All of it is freed capacity, reported beside cash and never netted into ROI, and a ticket the customer came back about is left out. First-response time and CSAT are synced but not priced.
- [Sales](https://roiva.ai/use-cases/sales): Attributing closed-won deals to AI initiatives by a deal-name or CRM-field rule you set, with one-time, ARR or MRR revenue recognition, booked at your contribution margin rather than the top line.
- [Finance](https://roiva.ai/use-cases/finance): Versioned formulas, auditable input snapshots, journal-entry write-back to QuickBooks, NetSuite and Xero, and board-ready exports.
- [Engineering](https://roiva.ai/use-cases/engineering): The developer time GitHub Copilot, Claude Code and OpenAI Codex save, priced from the suggestions and edits developers accept at a figure you set, beside the seats and spend they cost.
- [Operations](https://roiva.ai/use-cases/operations): Running every AI initiative across every team as one portfolio, with stage gates, owners, baselines, approvals and dollar-level ROI.

## Integrations

Each page says what Roiva reads from the platform, what a link to an initiative books, and how to connect it.

- [Integrations](https://roiva.ai/integrations): Every platform Roiva connects to, by category. A platform Roiva can't connect yet is marked Coming Soon there; that page, not a docs article, says what can be connected today.
- [Anthropic](https://roiva.ai/integrations/anthropic): Claude API spend, for an initiative's cost, and Claude Code activity.
- [Claude Enterprise](https://roiva.ai/integrations/claude_enterprise): Claude Code analytics on Enterprise seats (accepted edits, code written, daily developers), to value the developer time a rollout saves.
- [OpenAI](https://roiva.ai/integrations/openai): OpenAI API spend, for an initiative's cost.
- [OpenAI Codex](https://roiva.ai/integrations/openai_codex): Codex analytics for ChatGPT Enterprise and Edu workspaces (lines of code developers kept, usage), to value the developer time a rollout saves.
- [AWS](https://roiva.ai/integrations/aws): AWS spend by service, including Bedrock and SageMaker.
- [Azure](https://roiva.ai/integrations/azure): Monthly Azure spend per service, including Azure OpenAI Service.
- [Google Cloud](https://roiva.ai/integrations/gcp): Google Cloud spend from the Cloud Billing export, split by initiative through Cloud Billing budgets.
- [Databricks](https://roiva.ai/integrations/databricks): Databricks spend by product and tag, and metrics from your own tables through versioned SQL queries.
- [Snowflake](https://roiva.ai/integrations/snowflake): Snowflake compute credits and query statistics, and metrics from your own tables through versioned SQL queries.
- [BigQuery](https://roiva.ai/integrations/bigquery): BigQuery job statistics, and metrics from your own tables through versioned SQL queries.
- [SQL Server](https://roiva.ai/integrations/sql_server): Metrics from your own SQL Server or Azure SQL views through versioned SQL queries, over encrypted connections from one fixed address.
- [Looker](https://roiva.ai/integrations/looker): Runs saved Looks and records their numbers as metric readings.
- [QuickBooks](https://roiva.ai/integrations/quickbooks): Profit and loss, AR invoices and AP bills; bills from an initiative's vendors become its cost.
- [Xero](https://roiva.ai/integrations/xero): Profit and loss, AR invoices and AP bills; bills from an initiative's vendors become its cost.
- [NetSuite](https://roiva.ai/integrations/netsuite): Income statement, AR invoices and AP vendor bills; bills from an initiative's vendors become its cost.
- [Stripe](https://roiva.ai/integrations/stripe): Charges and subscriptions, for revenue attributed to an initiative.
- [American Express](https://roiva.ai/integrations/amex): Card statement imports, so AI subscriptions paid by card count as cost.
- [HubSpot](https://roiva.ai/integrations/hubspot): Deals, contacts and tickets, for sales attribution and support metrics.
- [Salesforce](https://roiva.ai/integrations/salesforce): Opportunities, cases and messaging sessions: won deals, or conversations an Agentforce agent handled without a person.
- [Pipedrive](https://roiva.ai/integrations/pipedrive): Deals, for sales attribution.
- [Zendesk](https://roiva.ai/integrations/zendesk): Tickets, including the ones an AI agent resolved, for deflection value and support metrics.
- [Intercom](https://roiva.ai/integrations/intercom): Monthly conversation metrics: resolution, response times and satisfaction.
- [Freshdesk](https://roiva.ai/integrations/freshdesk): Monthly ticket metrics: volume, resolution and handle time.
- [GitHub](https://roiva.ai/integrations/github): Merged pull requests, deployments, GitHub Copilot usage and GitHub billing spend.
- [Jira](https://roiva.ai/integrations/jira): Resolved issues, for engineering throughput and cycle time.
- [Google Workspace](https://roiva.ai/integrations/google_workspace): Google Calendar meeting load, as a productivity baseline.
- [Microsoft 365](https://roiva.ai/integrations/microsoft_365): Outlook Calendar meeting load, as a productivity baseline.
- [Zapier](https://roiva.ai/integrations/zapier): Zap runs, received by webhook, as monthly automation volume.
- [Make](https://roiva.ai/integrations/make): Scenario runs and credit usage, as monthly metric readings.
- [n8n](https://roiva.ai/integrations/n8n): Workflow execution counts (total, successful, failed), as monthly metric readings.
- [Slack](https://roiva.ai/integrations/slack): Notifications only: stage changes, approvals, notes and budgets.

## Pricing

- [Pricing](https://roiva.ai/pricing): Start free: a free account (3 initiatives measured at a time, 3 integrations, 10 seats) has no expiry, lists any number of ideas, and has approvals, versioned formulas, the audit log, single sign-on and every template. A Slack connection, which only posts notifications, doesn't count toward its 3 integrations. Paid plans are annual and priced by how many initiatives are measured at a time: up to 10 for $15K a year, up to 25 for $25K, up to 50 for $45K, and quoted above that. Prices as of October 6, 2026; there is no platform fee, and no function is priced separately. An Owner can subscribe to the first two in the app, by card or ACH bank transfer. An initiative counts once it is implementing or live, or once value is recorded on it; ideas don't count. Every paid plan has unlimited connections and seats, every function, the reporting tables, the read API and MCP access, with no per-seat charge and no usage meter.
- [30-Day ROI Readout](https://roiva.ai/readout): Roiva sets up one AI initiative in your free account and presents a board-ready readout of it after thirty days, for a fixed $7,500 credited in full against the first year if you go on to subscribe.

## Security and data

- [Security](https://roiva.ai/security): Encryption, authentication, access control and the audit log; what Roiva keeps from connected systems; sub-processors; and the SOC 2 Type 2 program with Oneleet that started on September 25, 2026 (no report yet).
- [Privacy policy](https://roiva.ai/privacy): What personal data Roiva collects, why, who processes it, and how long it is kept.
- [Data Processing Addendum](https://roiva.ai/dpa): Roiva's DPA, signed by Roiva in advance: roles, instructions, security measures, sub-processors, international transfers, breach notice, deletion.
- [AI transparency](https://roiva.ai/ai-transparency): Where Roiva uses AI models, what is sent to them, and that customer data never trains them.

## Docs

How Roiva itself works, one page per part of the model. Same pages the product shows signed-in readers.

- [Docs](https://roiva.ai/docs): Index of every page, by what somebody is trying to do.
- [Welcome to Roiva](https://roiva.ai/docs/welcome-to-roiva): What Roiva measures, how initiatives, costs and value fit together, and where everything is in the app.
- [Your first initiative in 5 minutes](https://roiva.ai/docs/your-first-initiative): Create an initiative, record a cost, log value and approve it, to see an ROI number end to end.
- [Home, search and notifications](https://roiva.ai/docs/home-search-and-notifications): What Home's Inbox rows mean, snoozing them, what search (⌘K) finds, what the bell notifies you about, and turning alerts off.
- [Inviting your team](https://roiva.ai/docs/inviting-your-team): Invite people, what the Owner, Admin and Member roles can do, seat limits, single sign-on and two-factor.
- [Using the Roiva Assistant](https://roiva.ai/docs/using-the-assistant): Open the Assistant, what it can look up and change for you, approvals and permissions, conversations, usage limits, and where your data goes.
- [Assessments](https://roiva.ai/docs/assessments): What assessments are, starting and resuming one, saving answers, recommended templates, editing answers, and the public AI ROI Exposure Assessment.
- [Building an AI ROI tracker yourself](https://roiva.ai/docs/building-an-ai-roi-tracker-yourself): Starting free, when vendor review blocks that, what a build takes, from cost pipelines to signed attribution rules and time studies, and where it breaks.
- [Importing a tracker workbook](https://roiva.ai/docs/importing-a-tracker-workbook): Roiva's tracker template for a team not on Roiva yet, what each sheet holds, and importing it later: what comes in, what doesn't, and approvals.
- [The initiative lifecycle](https://roiva.ai/docs/initiative-lifecycle): The stages from Identified to Completed, the buttons that move an initiative, and who can approve each step.
- [What an initiative needs before it has a number](https://roiva.ai/docs/before-an-initiative-has-a-number): Why an initiative shows no value yet: the Setup tab, Missing Inputs, the Inbox, the Submit for Review warning and Home's Inbox rows.
- [Using initiative templates](https://roiva.ai/docs/using-initiative-templates): What a template sets up, how to add one, and how to find the right one for your business.
- [Creating initiatives from documents, and the Documents card](https://roiva.ai/docs/uploading-documents): Upload a brief, deck or spreadsheet to create initiatives, the register template and its columns, what Roiva proposes, and an initiative's documents.
- [Tracking implementations](https://roiva.ai/docs/implementations): What an implementation is, why an initiative needs them to split its costs, its types and statuses, adding one, and how a cost is attributed to one.
- [Activity, notes and blockers](https://roiva.ai/docs/activity-notes-and-blockers): The activity feed, adding notes and replies, note types, resolving blockers and their flag, editing or deleting notes, and which notes reach Slack or Teams.
- [Approving value and initiatives](https://roiva.ai/docs/approving-value-and-initiatives): What needs approval, where approvals wait, who can approve, approval chains, delegation and the approval settings.
- [Portfolio reviews and decisions](https://roiva.ai/docs/portfolio-reviews-and-decisions): Deciding what to continue, scale, fix, pause or retire once an initiative is live, and how Portfolio Review keeps those decisions on a schedule.
- [Reading the ROI dashboard](https://roiva.ai/docs/reading-the-roi-dashboard): What each ROI figure means, cash value and freed capacity, planned versus actual, the reporting period, and where to drill in.
- [Board Brief and reports](https://roiva.ai/docs/board-brief-and-reports): The Portfolio Snapshot, Board Brief and Value Evidence Register, fiscal quarters, an initiative's review, what they count, and Export history.
- [How costs reach an initiative](https://roiva.ai/docs/how-costs-reach-an-initiative): Every way spend becomes an initiative's cost, where the same dollar can arrive twice, and what Roiva leaves out, counts anyway, or only suspects.
- [Adding costs and value entries](https://roiva.ai/docs/adding-costs-and-value-entries): Record costs and log value by hand, record freed capacity that became cash, set up recurring costs and vendors, import a spreadsheet, and planned figures.
- [Budgets and budget vs. actual](https://roiva.ai/docs/budgets-and-budget-vs-actual): What an initiative was approved to spend, how its budget is set and revised, who signs off an increase, and how Roiva checks it against the budget in your ERP.
- [Vendors, shares and recurring costs](https://roiva.ai/docs/vendors-shares-and-recurring-costs): Which vendors' bills book to an initiative, exact name vs contains matching, sharing a vendor, suggestions from your books, recurring costs.
- [Allocation rules and accounting periods](https://roiva.ai/docs/allocation-rules-and-accounting-periods): Split a vendor's bills across initiatives with allocation rules, and lock, reopen and reconcile a month, with or without a finance connection.
- [How Roiva calculates value](https://roiva.ai/docs/how-value-is-calculated): Where a value figure comes from: cash or freed capacity, formulas, inputs, assumptions and defaults, revenue at margin, baselines, review.
- [How deflection value is booked](https://roiva.ai/docs/how-deflection-value-is-booked): What an AI agent resolving help desk tickets or Salesforce conversations is worth: the rule, customers who come back, the price, one entry a month.
- [Metric keys, and where a value comes from](https://roiva.ai/docs/metric-keys-and-where-values-come-from): How a metric key is named, what a baseline and a reading are, and where Roiva gets a before-value when nobody wrote one down.
- [Metrics, baselines, and readings](https://roiva.ai/docs/metrics-baselines-and-observations): Metrics, baselines, readings, assumptions and value formulas: how Roiva calculates value, and what to record next.
- [Baselines for an initiative that's already live](https://roiva.ai/docs/baselines-for-an-initiative-already-live): The before-figure after go-live: the months before it, a sample timed without the AI, or a declared estimate, each labeled in every report.
- [Running a time study](https://roiva.ai/docs/running-a-time-study): Time one task with the AI and without it, publish the result as your formulas' before and after figures, and what it shows and doesn't.
- [Measurement charters](https://roiva.ai/docs/measurement-charters): What the CFO signs before results: the counting rules and each initiative's attribution rule. Who signs, drift, and revising after results.
- [Choosing a unit for cloud cost per unit](https://roiva.ai/docs/choosing-a-unit-for-cloud-cost): Which count to divide cloud spend by (subscriptions, orders, transactions, API requests or customers), where to find it, and why it can't change.
- [Measuring AI coding assistants](https://roiva.ai/docs/measuring-ai-coding-assistants): What Copilot, Claude Code and Codex figures are good for, how to value the time they save, and the pitfalls that make them mislead.
- [What makes a figure auditable](https://roiva.ai/docs/what-makes-a-figure-auditable): Why a value figure still reproduces after the formula changes: versioned arithmetic, frozen inputs, declared units, and approval before anything counts.
- [Connecting your first integration](https://roiva.ai/docs/connecting-your-first-integration): Connect a platform (sign-in, API key, GitHub App or service account), what it brings in, and the sync schedule.
- [Linking connections to initiatives](https://roiva.ai/docs/linking-connections-to-initiatives): Why a connection books nothing until it's linked, the link each platform needs, mappings and allocation rules.
- [Importing American Express statements](https://roiva.ai/docs/importing-american-express-statements): Count AI tools paid on American Express cards: downloading the statement CSV, what an import covers, and how it counts once beside your books.
- [Managing a connection](https://roiva.ai/docs/managing-a-connection): A connection's tabs, primary and summed sources, Sync Now, pausing, editing a key, Disconnect vs delete, Slack and Teams alerts, and calendars.
- [Metrics from your own data warehouse](https://roiva.ai/docs/warehouse-metric-queries): Feed a metric from Snowflake, Databricks, BigQuery or SQL Server with SQL: what it returns, how it's versioned, what Roiva keeps, how it stays read-only.
- [Roiva's figures in Power BI and your data warehouse](https://roiva.ai/docs/reporting-tables-power-bi-and-warehouses): Read Roiva's reporting tables in Power BI or load them into Snowflake, Databricks or BigQuery: turning them on, tokens, queries, reconciling.
- [Connecting Claude, Cursor and other AI assistants (MCP)](https://roiva.ai/docs/connecting-ai-assistants-mcp): Let Claude Code, Cursor or another MCP client read your Roiva figures: tokens, setup, revoking and troubleshooting.
- [Why is my integration not syncing?](https://roiva.ai/docs/integration-not-syncing): Troubleshoot a connection: its status, reconnecting, sync history, the platform's side, and synced data missing from ROI.
- [Sign-in and security](https://roiva.ai/docs/sign-in-and-security): Signing in, Google and Microsoft, two-factor and backup codes, password reset, requiring 2FA, single sign-on through Okta, Entra ID or SAML, and the audit log.
- [Aggregate figures only: a note for your risk team](https://roiva.ai/docs/aggregate-figures-only): For an account whose vendor review hasn't cleared: what it stores, what it never receives, who else sees it, the cost connectors it can allow, and how to check.
- [Plans and billing](https://roiva.ai/docs/plans-and-billing): Plans and their limits, upgrading, invoices and payment details, and canceling.
- [Your data: exports and deletion](https://roiva.ai/docs/your-data-exports-and-deletion): Exporting a table or the whole account, deleting an initiative, leaving an account, deleting yourself, and deleting the account.
- [If Roiva went away: what you keep](https://roiva.ai/docs/if-roiva-went-away): What the nightly reporting tables and the full-account export hold, and what neither does, so your AI ROI record doesn't depend on Roiva.
- [Common questions](https://roiva.ai/docs/common-questions): Why ROI is $0, imports and exports, deleting initiatives, visibility, SOC 2, what Roiva keeps, health data and BAAs, multiple accounts and the Assistant.

## Reference

Generated from what Roiva ships, on every deploy — not written by hand, so they cannot fall behind the product.

- [What each platform books](https://roiva.ai/docs/reference/platforms): Every platform Roiva connects to, with those it can't connect yet marked: the roles a link can take, what a cost link books, and which metrics it feeds.
- [What Roiva keeps from each platform](https://roiva.ai/docs/reference/stored-data): For every platform Roiva connects to, with those it can't connect yet marked: what a sync reads, which records and fields Roiva keeps, and for how long.
- [Metric registry](https://roiva.ai/docs/reference/metrics): Every metric key Roiva ships: what it measures, its type and unit, and which kind of connection feeds it.
- [Formula library](https://roiva.ai/docs/reference/formulas): Every value formula Roiva ships: what it calculates, its arithmetic, and the reading, baseline or rate each input comes from.
- [Assumption defaults](https://roiva.ai/docs/reference/assumptions): The rates, prices and cadences Roiva ships as defaults, each with the source it was taken from.
- [MCP tools](https://roiva.ai/docs/reference/mcp-tools): Every tool Roiva's MCP server serves an assistant: what each one answers and the parameters it takes.
- [Read API](https://roiva.ai/docs/reference/api): Every endpoint Roiva's read API serves: what each one answers, the parameters it takes, and every field it returns.
- [Reporting tables](https://roiva.ai/docs/reference/reporting-tables): Every table and column in the Parquet files Roiva builds for Power BI and data warehouses: what a row is, and what each column means.
- [Sample reports](https://roiva.ai/docs/reference/sample-reports): What a CFO receives from Roiva, shown for a fictional company: Board Brief, Value Evidence Register and Portfolio Snapshot, and how to trace each figure.