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ROI CALCULATOR

Estimate the Impact of Automating Your Workflows

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ROI CALCULATOR

Estimate the Impact of Automating Your Workflows

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ROI CALCULATOR

Estimate the Impact of Automating Your Workflows

How to use this calculator:

  1. Enter your teams' numbers


  • Number of Employees Doing Task: Only include staff directly responsible for onboarding, support, or sales outreach

  • Employee Cost: Enter the fully loaded hourly cost (salary + benefits)

  • Redeployment Revenue Uplift: Estimate the extra revenue per hour when staff are freed up and redirected to sales.

  • Clients Onboarded/Month: Input your current monthly onboarding volume.

  • Target Increase (%): Estimate the percentage uplift in client onboarding if AI is implemented.

  • Average Deal Size: Typical value of a new client deal.

  • Cost of Capital: Optional, to discount future gains for a more conservative ROI view.

  • Hours per Client Onboarding: Average hours your staff spend onboarding one client.

  1. Select your use cases


  • Select one of the AI automation areas you want to model

    • Client Onboarding & KYC Automation

    • Customer Support Automation

    • Sales Outreach Automation

  • Add additional variables based on the specific use case

  1. Click "Calculate"


The tool will show detailed breakdowns for each selected use case:

  • Hours saved per month Annual labor savings

  • Revenue acceleration from faster onboarding

  • Redeployment revenue uplift from freed hours

  • Retention lift (if applicable)

  • Total annual impact (undiscounted and discounted)

  1. Interpret the results


Use the undiscounted figure as a raw view of potential

  • Use the discounted figure (with cost of capital applied) as a conservative, board-ready ROI estimate

  • Compare across use cases to prioritize the biggest wins.

Tip: Start with realistic, even conservative estimates. This ensures your ROI case remains credible when presented to management or investors.