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What each platform books

Every platform Roiva connects to: the roles a link can take, what a cost link books, and which metrics it feeds.

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Answered from these docs only, by a model that cannot see your account. Check the pages it cites.

Generated from what Roiva ships, on every deploy.

One row per platform Roiva connects to. Roles are the ones a link can actually carry something in — the link form offers only these, and the others are shown with a line saying where that number comes from instead. How a cost link is narrowed is what stops a link taking more of a bill than the initiative runs on.

For why the rules are these rules, and what happens when two of them cover the same bill, see How costs reach an initiative.

Platform Kind Roles a link can take How a cost link is narrowed Metrics it feeds
Anthropic AI Cost, Activity The projects or workspaces the link claims, or its share of the bill AI usage, AI cost, Coding assistants
Claude Enterprise AI Activity Not a cost source Coding assistants
Google Gemini AI Cost, Activity The projects or workspaces the link claims, or its share of the bill AI usage
OpenAI AI Cost, Activity The projects or workspaces the link claims, or its share of the bill AI usage, AI cost
OpenAI Codex AI Activity Not a cost source Coding assistants
Make Workflow automation Value, Activity Not a cost source Workflow automation
Zapier Workflow automation Value, Activity Not a cost source Workflow automation
n8n Workflow automation Value, Activity Not a cost source Workflow automation
AWS Cloud Cost, Activity The services or usage types you pick and a cost-allocation tag Cloud cost
Azure Cloud Cost, Activity The services or usage types you pick and a cost-allocation tag Cloud cost
Google Cloud Cloud Cost, Activity The services or usage types you pick Cloud cost
HubSpot CRM Value, Activity Not a cost source CRM deals, CRM contacts, Support tickets, Marketing
Pipedrive CRM Value, Activity Not a cost source CRM deals
Salesforce CRM Value, Activity Not a cost source CRM deals, Support tickets
BigQuery Data Activity Not a cost source —
Databricks Data Cost, Activity The services or usage types you pick Cloud cost
Looker Data Activity Not a cost source —
Snowflake Data Cost, Activity The services or usage types you pick Cloud cost
GitHub Dev Cost, Value, Activity The projects or workspaces the link claims, or its share of the bill AI cost, Coding assistants, Pull requests, Deployments
Jira Dev Value, Activity Not a cost source Issue tracking
Brex Finance Cost, Activity The vendors you pick Card transactions
NetSuite Finance Cost, Value, Activity The vendors you pick Financials, Invoices, Bills
QuickBooks Finance Cost, Value, Activity The vendors you pick Financials, Invoices, Bills
Ramp Finance Cost, Activity The vendors you pick Card transactions
Stripe Finance Value, Activity Not a cost source Billing
Xero Finance Cost, Value, Activity The vendors you pick Financials, Invoices, Bills
Google Workspace Productivity Activity Not a cost source Calendar
Microsoft 365 Productivity Activity Not a cost source Calendar
Slack Productivity Activity Not a cost source —
Freshdesk Support Value, Activity Not a cost source Support tickets
Intercom Support Value, Activity Not a cost source Support tickets
Zendesk Support Value, Activity Not a cost source Support tickets