Your AI agents are everywhere.
Your AI value is nowhere.

AI dashboards count tokens. Roiva attributes outcomes — every dollar traceable to a formula and an integration source, across every agent, pilot, and initiative you run.

+0% NET ROI · LAST 12 MONTHS +$853,200 Value realized −$214,978 Total cost +$337,500 Tickets deflected × cost/ticket ZENDESK +$493,200 Time saved × labor rate ZENDESK · HRIS +$22,500 NPS-driven retention uplift STRIPE −$42,000 Anthropic API spend ANTHROPIC −$145,000 Implementation services QUICKBOOKS −$27,978 Training & change mgmt QUICKBOOKS Every node is a real formula. Every leaf is an integration syncing the input data. VERSIONED · TIMESTAMPED · AUDITABLE
INITIATIVE AI Customer Support Triage
Live · 4 min ago
NET ROI · LAST 12 MONTHS
+297%
Every dollar traces to a formula and an input snapshot
Value realized +$853,200
Tickets deflected × cost/ticket +$337,500 Zendesk
Time saved × labor rate +$493,200 Zendesk · HRIS
NPS-driven retention uplift +$22,500 Stripe
Total cost −$214,978
Anthropic API spend −$42,000 Anthropic
Implementation services −$145,000 QuickBooks
Training & change management −$27,978 QuickBooks
Pulls cost and value data from the tools you already use
Cost
OpenAI Anthropic Snowflake BigQuery QuickBooks
Value
Salesforce HubSpot Zendesk Intercom Stripe
Workflow
Slack Google Workspace

Companies are deploying AI agents everywhere.
Almost no one can attribute a dollar to them.

AI pilots succeed in the lab and disappear in the budget review.

No clear ROI measurement

Teams run AI pilots but have no defensible way to quantify the dollars saved or earned — so budgets get cut.

An AI portfolio nobody can see

Agents, pilots, and models are scattered across teams with no shared view of cost, ownership, or outcome.

No blueprint for what to try

It's hard to know where AI will actually move the needle for your specific business — without a structured way to look.

Where AI value actually comes from

Every dollar in Roiva's ROI number rolls up from one of four value types — each backed by its own formula, baseline, and audit trail.

Cost saved

A workflow that got cheaper — synced automatically from your cloud and model-API bills, or logged manually against a baseline.

Revenue added

A deal closed or upsized with AI's help — tied back to the CRM opportunity, not estimated after the fact.

Time saved

Hours a team got back, converted to dollars using your own loaded labor rate — not an industry benchmark.

Cost avoided

Spend you didn't have to take on — a hire you skipped, a renewal you dropped — logged against the plan it replaced.

Three steps to track AI ROI end-to-end

Roiva gives you the structure to go from "we're exploring AI" to "AI delivered $X this quarter."

1
Assess your business

Answer questions about your workflows and goals. Get a tailored AI ROI exposure report by function.

2
Deploy AI initiatives

Track every AI project — owner, stage, cost, expected return — in one place, across your organization.

3
Measure real ROI

Connect your existing tools. See actual impact in dollars, not activity metrics or vanity numbers.

Built for the dollar number, not the dashboard

The tools you've been using to measure AI weren't built for it. Here's how Roiva is different.

Spreadsheets
What most teams use today
  • Manual entry; nobody updates it after month two
  • No connection to CRM, support, or cloud spend
  • Formulas break when the methodology changes
  • One person owns it; nobody else trusts it
Generic AI dashboards
Activity, not value
  • Tokens consumed, prompts run, calls made
  • No link from spend to business outcome
  • Treats AI as a cost line, not a portfolio
  • CFO can't tell if AI paid back the investment
Roiva
The AI value & portfolio platform
  • Versioned formulas with input snapshots — every dollar is traceable
  • 30+ integrations sync cost and value automatically
  • Approval workflow keeps unrealized value out of reported ROI
  • An auditable AI portfolio — agents, pilots, and models — attributed to outcomes across sales, ops, support, and finance

What AI ROI looks like in practice

Illustrative — based on the kinds of returns we see modelled on the platform.

Customer Support
Example
$120k/year
AI-powered ticket deflection reduced support costs and average response time — without adding headcount.
Customer support use case
Sales
Example
$80k/year
Automated proposal generation cut deal cycle time in half, freeing reps to focus on higher-value conversations.
Sales use case
Finance
Example
$75k/year
AP automation and AI-assisted close cut accounting hours by a third — with every dollar traceable back to a versioned formula.
Finance use case
Operations
Example
$95k/year
AI scheduling and document processing reduced operational overhead across three internal teams.
Operations use case

What finance and ops leaders ask first

How is this different from a spreadsheet, a FinOps tool, or a BI dashboard?
A spreadsheet does the same arithmetic without the version history, and rarely survives the person who built it. FinOps tools show what you spent on AI, not what it returned. A dashboard shows a metric moving, but takes no position on what caused it or what it was worth. Roiva joins AI cost to the outcomes in your CRM, help desk, and ledger, with every dollar tied to a versioned formula and an audit trail. Keep your FinOps tool — it's better at cost than we are.
We don't have baselines yet. Is it too early?
Almost nobody has them, which is why capturing one is part of the first month rather than a prerequisite. Roiva records how each baseline was arrived at, so an estimate stays visibly an estimate instead of disappearing into a total. And the cheapest time to capture "before" is before your next rollout, not after it.
How long until we have a number we can defend?
The implementation plan gets one initiative modelled, baselined, and signed off by finance within the first four weeks, and produces a quarterly report from your own data by day 90. For a read today, the free AI ROI Exposure Assessment estimates in about five minutes how much of your AI spend has provable ROI.
Who owns this — finance, or the teams running AI?
Both, with different jobs. Finance owns the methodology and signs off the reported number; the support, sales, and finance operations teams running the initiatives feed it. What makes it work is one named owner on your side, at roughly two hours a week in the first month.
Will the numbers hold up with our CFO or board?
Every value entry rolls up from a versioned formula with its inputs snapshotted, so last quarter's number can be re-run on last quarter's assumptions. An approval step keeps unrealized value out of reported ROI. Attribution is an explicit rule your team chooses and documents — not a causal experiment, and we don't claim otherwise. Read the measurement methodology →
How is Roiva priced?
An annual platform fee sized to your company — Growth $30K, Scale $60K, Enterprise from $100K — plus per-function modules for Customer Support, Finance & Accounting, and Sales from $15K a year each. Our first five customers join as design partners, with the platform fee waived for year one. See pricing and design partner terms →
How do you handle our data and security review?
Your data is never used to train models, and the Roiva assistant, built on Anthropic Claude, receives only the context a response needs. We don't hold SOC 2 yet — a Type I audit is being scoped for late 2026. In the meantime we'll sign a DPA, share our sub-processor list, and answer a security questionnaire within one business day. Read the security overview →

See where your AI ROI exposure sits today.

Take the free AI ROI Exposure Assessment. Get a one-page report showing your estimated AI spend exposure, where ROI is provable today, and the highest-leverage moves to close the gap.

Get your exposure report →

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