Measure every AI initiative's cost and value. Decide what to scale, fix, or cut.
Every dollar of claimed value says where it came from — a versioned formula, a synced source record, or a named person's entry — and none of it counts until it's approved. Every decision keeps the figures it was made against. From finding where AI can help to showing what it returned — without a spreadsheet your auditor would tear apart.
Find your AI opportunities — in 5 minutes, without an account
The free assessment matches your team and goals against a library of 50+ pre-built initiative templates, each with a default formula and baseline.
- Tailored shortlist — ranked by impact and effort
- Each result links to a deployable initiative template
- No account required to see your results
Run AI projects from stage gates to portfolio reviews
Every initiative moves through identified → reviewing → implementing → live → completed. Each stage has owners, timelines, costs, and expected return — so the portfolio reflects what's actually happening. Once it's live, Portfolio Review brings it back up for a decision.
- CapEx vs. OpEx, software vs. tokens vs. internal labor
- Optional review gate before spending kicks off
- Slack and email notifications on stage transitions
- Continue, scale, fix, pause, or retire — each decision kept with the figures it was made against
Every dollar in your ROI report says where it came from
Roiva's formulas are versioned, and every calculated entry stores an input snapshot — the baseline, observation, and variables that produced the number — so a figure from last year still reproduces after the formula changes. A synced entry keeps the source records it was counted from, and an entry a person made names them and the documents they cite.
- Six entry types: revenue gain, cost savings, time savings, cost avoidance, implementation cost, run cost
- Approval workflow: draft → reviewed → approved
- Only approved value rolls up into reported ROI
Track AI spend across providers — attributed to initiatives, or flagged as unattributed
AI spend is sprawled across model APIs, hyperscaler bills, and managed services. Roiva syncs what you connect and attributes it to specific initiatives by rules you set. Spend no initiative claims shows as unattributed rather than disappearing, so the cost side of your ROI math is billed, not estimated.
- Provider bills from Anthropic, OpenAI, and GitHub for AI usage; AWS, Azure, and Google Cloud for cloud spend; Snowflake and Databricks for data platforms
- Per-token cost calculation from effective-dated pricing assumptions — overridable per account
- Per-initiative attribution via cost-allocation tag (AWS), resource tag (Azure), budget (GCP), or service-name mapping
- Recurring nightly sync; every cost lands on a CostEntry tied to the source bill / token batch
- Budget vs. actual per initiative: the CapEx and OpEx it was approved for, against every cost entry since
Pulls cost and value from the tools you already use
Connect once and Roiva keeps every initiative's record current. Sync token spend from OpenAI / Anthropic, cloud spend from AWS / GCP / Azure, deal data from your CRM, and ticket data from your help desk.
- CRM (Salesforce, HubSpot, Pipedrive)
- Support (Zendesk, Intercom, Freshdesk)
- Finance & cloud (QuickBooks, NetSuite, Xero, Stripe, AWS, GCP, Azure)
- Data warehouses (Snowflake, Databricks, BigQuery) for spend and for your own metrics, and Looker
- Automation (Zapier, Make, n8n) and AI providers (OpenAI, Anthropic)
An AI assistant that knows your portfolio
Ask the assistant to summarize ROI, draft an initiative, log a cost entry, or flag anomalies. It works against your live initiative + integration data — included on all plans.
- Powered by Anthropic Claude
- Side-effects (entries, stage transitions) require your confirmation
- Included on every plan: from 1,700 units a month on paid plans, up to 35,000 in enterprise rollouts
One view for the operator, another for the CFO
Purpose-built views for every stakeholder. Per-initiative ROI for the operator running it; portfolio-wide value, cost, and net ROI for finance and leadership.
- Window-scoped reporting (filter by date range or stage)
- Value and cost broken down by type
- Planned vs. actual at the initiative and portfolio level
Built for the controls enterprise teams require
Full audit logs, 2FA enforcement, impersonation controls, and SSO / SAML. Sensitive credentials encrypted at rest. Hosted on AWS US.
- Account-scoped audit log of authentications, role changes, value approvals
- Role-based access: Owner, Admin, and Member
- SSO and SAML — included in larger rollouts
See it for yourself
Take the free AI ROI Exposure Assessment and get a one-page report showing your AI spend exposure, where ROI is provable today, and the highest-leverage moves.
Get your exposure report →Free · Anonymous · ~ 5 minutes · No account required