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.
What does ROAI do?
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.
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.
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.
Reports that write themselves
Weekly, monthly, quarterly, ROAI can export a report for your team, board, or accountant needs.
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.
$42,600 in receivables has aged past 60 days — up 28% from last month. Three accounts drive most of the risk.
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.
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.
-
Cash Flow Monitoring
IndustryRestaurants Retail Professional ServicesIntegrationsQuickBooks Stripe GmailTrack 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
IndustryE-commerce Retail Boutique WholesaleIntegrationsShopify WooCommerce QuickBooks OdooAsk ROAI to analyyze sales velocity with 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
IndustryWholesale Bakery Construction Manufacturing Legal PracticeIntegrationsQuickBooks Gmail OutlookSee which customers are overdue, how much they owe, and how long it's been.
-
Sales Pipeline Analysis
IndustryMarketing Agency Consulting Firm B2B ServicesIntegrationsHubSpot QuickBooks GmailCombine 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
IndustryRestaurants Construction Auto Repair Salon & SpaIntegrationsQuickBooks PayPal StripeSpot 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
IndustryAll BusinessesIntegrationsQuickBooks HubSpot Shopify Google Drive SharePointExport automatic reports to PDF for the team, board, or accountant.
SharePoint If you use it, so can ROAI 1
.svg){kind=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 seperate data, ROAI shows & 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
IncludesRetail Boutiques E-commerce Stores Shopify Sellers Multi-Channel SellersKey integrations
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?
- Which products should I reorder based on the last 30 days of sales velocity?
- What's my true customer acquisition cost including Stripe fees?
-
Food & Beverage
IncludesRestaurants Catering Companies Wholesale Bakeries Coffee ShopsKey integrations
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?
- Which wholesale accounts are paying invoices more than 30 days late?
- Which menu categories drove the most revenue on weekends this quarter?
- Show me vendor price changes that increased my costs this month.
-
Trades & Home Services
IncludesConstruction Plumbing Landscaping Auto Repair HVACKey integrations
.svg)
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?
- What's my average margin by project type this year?
- Show me customers whose invoices have aged past 45 days.
- Which types of jobs have the highest repeat customer rate?
-
Professional Services & Agencies
IncludesConsulting Firms Marketing Agencies Legal Practices Accounting FirmsKey integrations
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?
- What's my proposal win rate by deal size in HubSpot?
- Compare pipeline value to actual closed revenue over the last 6 months.
- Which clients are past due on invoices and how much are we owed?
-
Wholesale & Manufacturing
IncludesWholesale Distributors Manufacturing B2B Suppliers Product ProducersKey integrations
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?
- Show me my top 10 wholesale customers ranked by profitability, not revenue.
- Which vendors am I consistently paying late and what's the impact on our terms?
- Forecast inventory needs for Q4 based on the last 3 years of sales.
-
Health & Wellness Services
IncludesDental Practices Salons & Spas Gyms & Fitness Studios Chiropractic PracticesKey integrations
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?
- How many clients haven't booked in over 60 days?
- What's my average revenue per client this year vs. last year?
- Show me outstanding balances broken down by client age.
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.
Start Your Free TrialSimple, Transparent Pricing
-
Basic
Everything you need to start turning your data into actionable insights.
$19.95 / monthChoose PlanFeatures
- Systems : QuickBooks, Hubspot
- Allowed Queries : 100
- User Limit : 1
- AI Model : Basic
-
Advanced
More queries, built for businesses that rely on data regularly.
$39.95 / monthChoose PlanFeatures
- Systems : QuickBooks, Hubspot
- Allowed Queries : 300
- User Limit : 1
- AI Model : Basic
-
Premium Duo
Full power AI model and queries for businesses where data drives every decision.
$169.95 / monthChoose PlanFeatures
- Systems : QuickBooks, Hubspot
- Allowed Queries : 500
- User Limit : 2
- AI Model : Powerful
-
Multi-Users
Bring your whole team. Up to 5 users sharing one powerful dashboard.
$269.95 / monthChoose PlanFeatures
- Systems : QuickBooks, Hubspot
- Allowed Queries : 1000
- User Limit : 5
- AI Model : Powerful
-
Trial
Try ROAI free for 10 days.
Free / 10 days*Choose PlanFeatures
- Systems : QuickBooks, Hubspot
- Allowed Queries : 35
- User Limit : 1
*After 10 days, you will automatically be enrolled in the Advanced plan unless you cancel.
Frequently Asked Questions
What is ROAI?
How does ROAI differ from other AI tools, chatbots, and programs?
What programs does ROAI connect or integrate with?
Can the AI in ROAI make mistakes?
Which industries can benefit from ROAI?
How does ROAI integrate with my existing systems?
Do I need technical expertise to use ROAI?
How quickly can I start seeing insights?
Is my data secure with ROAI?
Does ROAI visualize the data?
What does ROAI stand for?
Our recent insights
Why Your Manufacturing Business Needs AI-Powered Insights
In an industry with razor thin margins, you need to leverage every asset you have. Yet across the manufacturing industry, companies are leaving a powerful opportunity on the table: their data. According to research from IBM, 72% of manufacturing companies are not using any data from equipment or systems in a beneficial way. When your […]
