Tools
Agent ROI Calculator
The Agent ROI Calculator estimates the annual capacity an AI agent that runs one recurring workflow could recover for your company or portfolio. It prices recoverable labor, rework, and growth absorption in dollars. It then classifies each obstacle to reaching that number as GATE, PRICE, THESIS, or LEVER.
Context
Where would this agent run?
This answer does not change your estimate. It changes the interpretation shown with your result.
Questions
Frequently asked questions
- What is the Agent ROI Calculator?
A self-serve estimator that prices what an AI agent that runs one recurring workflow could recover annually. It covers recoverable labor, error and rework reduction, growth absorbed without hiring, and key-person continuity. The governance gap is priced separately as a GATE item.
- What counts as a good workflow to model?
Recurring, rule-driven work with a clear cadence: triage, reporting, reconciliation, intake, monitoring, scheduling. The more structured and documented the workflow, the larger the realizable share. Heavily judgment-based work scores honestly lower.
- Why does governance discount the number?
Because agents without identity, scoped access, and an audit trail cannot safely own production workflows at scale. The calculator shows that value separately as a GATE line rather than treating it as realizable today. A diligence memo gives an unpriced risk the same treatment.
- What do GATE, PRICE, THESIS, and LEVER mean?
The four deal actions CCA assigns every finding. GATE means resolve before scaling. PRICE means it changes what a buyer would pay. THESIS means it changes what the operating plan can achieve. LEVER means it is a quantified value-creation opportunity.
- How accurate is the estimate?
It is an educated estimate seeded by published research (McKinsey on automatable work activity, CISQ on rework, SHRM on replacement cost) applied to your inputs. Use the conservative figure for planning and treat the rest as upside to validate in a pilot.
- We are a PE firm. Does this work at portfolio level?
Yes. The estimate is per workflow, per company. A fund-level operating model makes the deployment repeatable, so every current and future portfolio company inherits it. Choose the fund-level context option and the result is framed for the fund.
- Why do agent pilots stall before reaching P&L impact?
BCG's 2026 CEO survey found that 64% of companies run AI as isolated pilots and only 26% embed it in a broader business transformation. The embedded programs are the ones capturing P&L impact. This calculator prices ROI at the workflow level. Capturing that ROI after the pilot requires redesigning the workflow itself.