Tools
Agent ROI Calculator
The Agent ROI Calculator estimates the annual capacity an AI agent (a digital twin of a recurring workflow) could recover for your company or portfolio. It prices recoverable labor, rework, and growth absorption in dollars, then classifies what stands between you and that number as GATE, PRICE, THESIS, or LEVER.
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Context
Where would this agent run?
This doesn't change your estimate - it changes what your estimate means.
Questions
Common questions
- What is the Agent ROI Calculator?
- A self-serve estimator that prices what an AI agent (a digital twin of one recurring workflow) could recover annually: recoverable labor, error and rework reduction, growth absorbed without hiring, and key-person continuity, with the governance gap 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 pretending it is realizable today, the same treatment a diligence memo gives an unpriced risk.
- 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, and that is where the economics compound. 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 reframes accordingly.
- Why do agent pilots stall before reaching P&L impact?
- BCG's 2026 CEO survey found 64% of companies run AI as isolated pilots, but only 26% embed it in a broader business transformation, and it is the embedded programs capturing P&L impact. This calculator prices ROI at the workflow level; capturing it past the pilot requires the workflow redesign, not just the pilot.