One Dashboard. All Your Data. A Unified AI Platform.

Centralize your business with ROAI to automate reporting, improve sales performance, analyze business health, and more.

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Meet AI Overview1

The single conversational workspace that reads across every business system you connect. ROAI pulls from your CRM, finance, ERP, email, documents, and e-commerce systems at the same time and returns an executive-ready answer.

AI Overview dashboard showing insights across QuickBooks, HubSpot, Shopify, Stripe, Gmail, and Google Drive
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What does ROAI do?1

Most business software gives you more data. ROAI gives you answers. Here's what that means for how you actually run your business.

Every tool. One tab.

Stop switching between five apps to answer one question. QuickBooks, HubSpot, Shopify, Stripe, Gmail, Drive, and more — it all lives in ROAI. One login, one view, one place to make decisions.

app.getroai.ai
Revenue (MTD) $128.4k ↑ 12%
Open Invoices $42.6k 3 overdue
Inventory on 2 SKUs will run out in ~9 days.

Ask anything, the way you'd say it

No filters. No report builders. No SQL. If you'd ask an accountant or an analyst, you can ask ROAI. Type it the way you'd say it out loud and get a real answer, with data to back it up.

R Ask ROAI
Which customers are more than 30 days overdue?
3 customers are past due — $18,400 total: Acme Co.$9,200 · 47 days Bright Labs$5,600 · 39 days Northwind$3,600 · 33 days

One AI that reads your whole business at once

Your QuickBooks doesn't talk to your Shopify. Your HubSpot doesn't know what your Stripe is doing. ROAI does. One AI, connected to everything, analyzing it together.

ROAI

Reports that write themselves

Weekly, monthly, or quarterly — ROAI exports the reports your team, board, or accountant needs.

Q3 Performance Report auto-generated
Q3-Report.pdf

ROAI spots what you'd miss

Spending spikes. Late-paying customers. Vendors quietly raising prices. Products about to stock out. Ask ROAI to find anything unusual before it turns into a real problem.

Accounts Receivable Risk High

$42,600 in receivables has aged past 60 days — up 28% from last month. Three accounts drive most of the risk.

Summit Retail$21,000 · 74 days Delta Foods$13,400 · 68 days Orion Supply$8,200 · 63 days

Your data never leaves home.

ROAI connects through secure APIs and uses live data. We don't copy, store, or train AI models on it.

ROAI
Encrypted API connection
Live data, read in real time Nothing copied or stored Never used to train AI models

Questions that cross your whole business

Other tools answer questions inside their own data. ROAI answers questions across your data — pulling from your CRM, finance, ERP, email, documents, and e-commerce systems at the same time.

  • Ask ROAI
    “Which HubSpot deals closed but haven't been invoiced?”
    Reads from
    HubSpot QuickBooks

    Finds: Revenue leaking between sales and finance

  • Ask ROAI
    “Which Shopify orders don't have matching Stripe payments?”
    Reads from
    Shopify Stripe

    Finds: Payment reconciliation gaps

  • Ask ROAI
    “Find every Gmail thread about our overdue invoices.”
    Reads from
    Gmail QuickBooks

    Finds: Collection conversations already in flight

  • Ask ROAI
    “Pull the signed contract for this HubSpot opportunity.”
    Reads from
    HubSpot Google Drive

    Finds: Deal context without hunting through Drive

  • Ask ROAI
    “Are Odoo sales orders matching Stripe collections?”
    Reads from
    Odoo Stripe

    Finds: ERP-to-payment reconciliation

  • Ask ROAI
    “Which vendors are quietly raising prices this quarter?”
    Reads from
    QuickBooks Gmail

    Finds: Cost creep before it hits margin

What ROAI does day-to-day

ROAI isn't just another dashboard. It's the operational layer that catches problems before they hurt you and surfaces opportunities before your competitors spot them. Here's what that looks like in practice.

Industry
Integrations

  • Cash Flow Monitoring

    Industry
    Restaurants Retail Professional Services
    Integrations
    QuickBooks Stripe Gmail

    Track inflows, outflows, and projected balance in one view. See receivables before they age past 30 days or when a big vendor bill is coming due.

  • Inventory Risk Detection

    Industry
    E-commerce Retail Boutique Wholesale
    Integrations
    Shopify WooCommerce QuickBooks Odoo

    Ask ROAI to analyze sales velocity against stock levels and reorder lead times to find out exactly which SKUs are about to stock out and when to place the next PO.

  • Accounts Receivable Recovery

    Industry
    Wholesale Bakery Construction Manufacturing Legal Practice
    Integrations
    QuickBooks Gmail Outlook

    See which customers are overdue, how much they owe, and how long it's been.

  • Sales Pipeline Analysis

    Industry
    Marketing Agency Consulting Firm B2B Services
    Integrations
    HubSpot QuickBooks Gmail

    Combine HubSpot deal data with actual revenue from QuickBooks to see which stages leak, which reps close, and whether your pipeline is really worth what your CRM says it is.

  • Vendor & Expense Optimization

    Industry
    Restaurants Construction Auto Repair Salon & Spa
    Integrations
    QuickBooks PayPal Stripe

    Spot payment delays, catch duplicate charges, and identify vendors eating into your margin. Ask ROAI to look into spending patterns your bookkeeper doesn't have time to look for.

  • Automated Reporting

    Industry
    All Businesses
    Integrations
    QuickBooks HubSpot Shopify Google Drive SharePoint

    Export automatic reports to PDF for the team, board, or accountant.

If you use it, so can ROAI

  • Hubspot logo
  • Quickbooks logo
  • Outlook Logo
  • Stripe Logo
  • Woocommerce logo
  • Google Drive logo
  • Microsoft Sharepoint logo
  • Shopify logo
  • Paypal logo
  • Odoo logo
  • Gmail logo

Why should I use ROAI?

ROAI is a holistic view of your entire business. Instead of relying on multiple dashboards and multiple AIs isolated to each program's separate data, ROAI shows and analyzes the full picture.

Built for how your industry actually works

ROAI fits in no matter your business model. Whether you're tracking food costs and vendor pricing or billable hours and pipeline conversion, ROAI knows what metrics matter for your industry and how to analyze them across every tool you use.

  • Retail & E-commerce

    Includes
    Retail Boutiques E-commerce Stores Shopify Sellers Multi-Channel Sellers
    Key integrations
    Shopify logo WooCommerce logo Stripe logo QuickBooks logo PayPal logo

    Blend in-store and online sales into one view. See true profit per SKU after payment fees, ad spend, and returns — not just gross revenue. Know which products to reorder, which categories are trending, and where your best customers are coming from.

    Sample AI prompts
    • Which SKUs had the highest gross margin last quarter after payment fees and returns?

  • Food & Beverage

    Includes
    Restaurants Catering Companies Wholesale Bakeries Coffee Shops
    Key integrations
    QuickBooks logo Stripe logo Shopify logo Gmail logo

    Monitor food costs against revenue, spot vendor price creep, catch seasonal patterns, and know exactly which menu items or wholesale accounts make you money.

    Sample AI prompts
    • How has my food cost percentage trended over the last 6 months?

  • Trades & Home Services

    Includes
    Construction Plumbing Landscaping Auto Repair HVAC
    Key integrations
    QuickBooks logo Gmail logo Outlook logo Google Drive logo

    Track job expenses against estimates, monitor equipment and material costs, and see which project types actually deliver margin. ROAI shows you which customers are worth chasing again.

    Sample AI prompts
    • Which jobs are trending over budget based on materials and labor logged so far?

  • Professional Services & Agencies

    Includes
    Consulting Firms Marketing Agencies Legal Practices Accounting Firms
    Key integrations
    QuickBooks logo HubSpot logo Gmail logo Outlook logo Google Drive logo

    Analyze billable hours, client profitability, proposal win rates, and pipeline health in one place. Know which clients are worth the effort, which are quietly losing you money, and where your pipeline is really worth what your CRM says it is.

    Sample AI prompts
    • Which clients generated the most revenue relative to hours worked this quarter?

  • Wholesale & Manufacturing

    Includes
    Wholesale Distributors Manufacturing B2B Suppliers Product Producers
    Key integrations
    QuickBooks logo Odoo logo Shopify logo Stripe logo Gmail logo

    Track production costs, monitor vendor payment schedules, forecast material needs, and catch margin erosion before it eats your quarter. ROAI connects your purchase orders, invoicing, and receivables so you see the whole supply chain at once.

    Sample AI prompts
    • Which raw materials have increased in cost most over the last 6 months?

  • Health & Wellness Services

    Includes
    Dental Practices Salons & Spas Gyms & Fitness Studios Chiropractic Practices
    Key integrations
    QuickBooks logo Stripe logo Gmail logo Outlook logo

    Track revenue by service type, monitor client retention, and stay on top of accounts receivable aging. ROAI helps you see where growth is coming from, which services are most profitable, and which clients are at risk of not returning.

    Sample AI prompts
    • Which services generated the highest revenue per appointment last quarter?

Don't see your industry? ROAI works for any business running QuickBooks and a few other tools. Start your free trial and see what it finds in your data.

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Simple, Transparent Pricing

  • Basic

    Everything you need to start turning your data into actionable insights.

    $19.95 / month

    Features

    • Allowed Queries : 100
    • User Limit : 1
    • Allowed Connectors : 2
    • AI Model : Basic
    Choose Plan

  • Advanced

    More queries, built for businesses that rely on data regularly.

    $39.95 / month

    Features

    • Allowed Queries : 300
    • User Limit : 1
    • Allowed Connectors : 2
    • AI Model : Basic
    Choose Plan

  • Premium Duo

    Full power AI model and queries for businesses where data drives every decision.

    $169.95 / month

    Features

    • Allowed Queries : 500
    • User Limit : 2
    • Allowed Connectors : 5
    • AI Model : Powerful
    Choose Plan

  • Multi-Users

    Bring your whole team. Up to 5 users sharing one powerful dashboard.

    $269.95 / month

    Features

    • Allowed Queries : 1000
    • User Limit : 6
    • Allowed Connectors : All
    • AI Model : Powerful
    Choose Plan

  • Trial

    Try ROAI free for 10 days.

    Free / 10 days

    Features

    • Allowed Queries : 300
    • User Limit : 1
    • Allowed Connectors
    • AI Model : Basic
    Choose Plan

    *After 10 days, you will automatically be enrolled in the Advanced plan unless you cancel.

  • Advanced Pro

    More queries, built for businesses that rely on data regularly.

    $99.95 / month

    Features

    • Allowed Queries : 350
    • User Limit : 1
    • Allowed Connectors : 4
    Choose Plan

Frequently Asked Questions

What is ROAI?
ROAI is a cloud-based, AI-powered dashboard that integrates with many leading business tools and uses AI to analyze that data and provide detailed business insights. ROAI works for businesses of all sizes, from small businesses to the enterprise level.
How does ROAI differ from other AI tools, chatbots, and programs?
ROAI is more than an AI tool — it's a holistic view of your entire business. Rather than relying on an AI confined to a single program, or having to manually import data from multiple sources, ROAI connects everything together and delivers comprehensive insights seamlessly.
What programs does ROAI connect or integrate with?
Currently we offer connections with Hubspot, Quickbooks, Gmail, Outlook, Shopify, Stripe, Google Drive, Odoo, Paypal, Sharepoint and Woocommerce.
Can the AI in ROAI make mistakes?
Yes, as with any AI, the AI output in ROAI can make mistakes.
Which industries can benefit from ROAI?
ROAI serves a wide range of industries including wholesale bakeries, construction companies, retail boutiques, restaurants, e-commerce stores, professional services firms, dental practices, manufacturing businesses, and many more.
How does ROAI integrate with my existing systems?
ROAI connects using API connections, through your profile settings. If you are not familiar with how to do this, we have a team that can assist.
Do I need technical expertise to use ROAI?
No! ROAI is designed for business users. You can ask questions in plain English and get instant, actionable insights without needing technical knowledge. And if setup bogs you down, we have a team that can assist you.
How quickly can I start seeing insights?
Once integrated with your systems, you can start asking questions and receiving insights immediately.
Is my data secure with ROAI?
Data security is a top concern for ROAI. All of your data stays in its original program; our AI only connects to your data — we don't store any of it long-term on our own servers. And none of your data is used to train AI models.
Does ROAI visualize the data?
Yes, ROAI can create visualizations, such as charts or graphs, from the data analysis you receive from the AI.
What does ROAI stand for?
Return on Investment + AI. “Return On AI Investment” — i.e., a dashboard designed to use AI to get you ROI on your investment with us.

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