Your CFO asks is AI paying for itself? Roiva answers with the record behind every dollar.
Find the AI opportunities worth running, put each one on the record, connect cost and value data automatically, and decide what to scale, fix, or cut on numbers a finance team would defend. Here's the full flow.
See whether your AI portfolio is actually paying back
Start with the free AI ROI Exposure Assessment. Answer a few questions about your AI portfolio, ownership, and timeline, and Roiva returns a one-page report sized to your company, with stated methodology and the highest-leverage moves to close the gap. Each opportunity it surfaces is backed by a deployable initiative template with a default formula and baseline.
Take the assessment
Track every AI initiative through its lifecycle
Adopted templates become live initiatives that move through identified → reviewing → implementing → live → completed. Each stage carries owners, categorized costs, and expected return, with optional review gates before spend kicks off and stage-transition notifications in Slack and email — so the portfolio reflects what's actually happening, not what was planned six months ago. Approval sets the initiative's budget, and a later increase above your threshold waits for the Owner's sign-off.
Connect your tools, and the record keeps itself current
Roiva pulls cost data from cloud and AI providers (AWS, GCP, Azure, OpenAI, Anthropic) and value data from your CRM, support desk, and data warehouse — 30+ integrations in all. Versioned formulas with input snapshots turn that data into dollar-denominated ROI that's reproducible a year later. An approval workflow keeps unrealized value out of your reported numbers.
Read the measurement methodology
Decide what to scale, fix, or cut
Once an initiative is live, Portfolio Review brings it back up on a schedule. Record whether to continue, scale, fix, pause, or retire it, and why. Each decision keeps the cost, approved value, and ROI it was made against, so next quarter's review reads the call as it was made, not against today's numbers.
Want the full breakdown?
8 capabilities — from AI cost observability to enterprise security
The catalog covers everything in the platform: 50+ initiative templates, 30+ integrations, five AI cost providers, dashboards, audit logs, SAML, and more.
See all features →The first ninety days
From kickoff to a number finance will sign
The work is front-loaded into the first month — one initiative, modeled properly, with a baseline somebody will defend. Everything after that is repetition.
Week 1 — Kickoff
Pick the first initiative, agree its formula, and connect the first integration.
Weeks 2–4 — First number
Capture the baseline, run the first calculation, and get it signed off by finance.
Month 2 — Widen
Two or three more initiatives, with AI provider spend connected and allocating.
Month 3 — Report
The first quarterly reporting cycle, run end to end from your own data.
Common questions
AI ROI tracking — FAQ
How does Roiva calculate AI ROI?
Calculated value in Roiva rolls up from a versioned formula (e.g., tickets_deflected × cost_per_ticket = savings), with its inputs snapshotted so the calculation is reproducible later. Value synced from a CRM, help desk, or billing system keeps the source records behind it, and value a person enters names them and the documents they cite. Software, token, and labor costs are netted against it automatically.
How long does it take to see real AI ROI numbers in Roiva?
Sample data lets you explore the product on day one, but a number worth defending comes from your own data. The implementation plan gets one initiative modeled, baselined, and signed off by finance within the first four weeks, and produces a quarterly report from your own data by day 90.
Does Roiva work for AI initiatives in any function?
Yes. The template library covers customer support, sales, finance, operations, HR, marketing, product, and engineering. Every template ships with a default formula, baseline, and recommended integrations.
What if I'm just starting with AI — is Roiva the right tool yet?
Yes. Start with the free AI ROI Exposure Assessment — it sizes your current AI spend and surfaces the highest-leverage moves for your company. You can baseline metrics before you deploy, so Roiva can measure the lift later.
How does Roiva handle uncertainty in AI value estimates?
Initiatives carry both estimated and realized value. Roiva keeps these separate in the portfolio report — boards see realized numbers, while pipeline review uses estimates. Estimates can also be expressed as a range.
Try it on your own AI portfolio
Start with the free AI ROI Exposure Assessment — no account, no card. Or book a working session with the founder for a tailored walkthrough.