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ROI calculator

AI automation ROI calculator

Enter how often a task happens, how long it takes and what staff time costs. The calculator returns the monthly saving, the payback period and the first-year return.

In short

This calculator estimates the return on automating one repeated task. You enter monthly volume, minutes per task, hourly staff cost, the share you expect to automate, the build cost and the monthly running cost. It returns monthly saving, payback in months and first-year return, so you can see if the task is worth automating at all.

What the calculator does

It models one task at a time, such as keying invoices, qualifying leads or answering the same support question. It compares the cost of doing the task by hand with the cost of an automated version that still needs a person for the exceptions.

One task per run keeps the answer honest. Add several tasks together and the weak ones hide behind the strong ones.

Inputs

InputWhat to enterWhere to find it
Tasks per monthHow many times the task happensTicket counts, inbox counts, order exports
Minutes per taskTime from start to finish, including checkingTime a few real examples, do not guess
Cost per hourLoaded cost of the person doing it: pay plus overheadFinance team or payroll
Share automatedPercent of tasks the automation handles without a personStart at 50 to 70 and test with a sample
Build costOne-off cost to design, build and testA quote from a builder, or your own estimate
Running cost per monthSoftware, model usage and upkeepVendor price pages and a monthly review allowance

The formulas

  • Hours saved per month = tasks per month x minutes per task / 60 x share automated
  • Monthly saving = hours saved x cost per hour
  • Net monthly gain = monthly saving minus running cost
  • Payback in months = build cost / net monthly gain
  • First-year return = (net monthly gain x 12 minus build cost) / build cost

Worked example: invoice entry

A finance team keys 1,200 supplier invoices a month. Each takes 6 minutes. Staff time costs 22 per hour. An automation reads the invoice and fills the accounting system, and handles 70 percent without help. The build costs 6,000 and running it costs 150 a month.

StepCalculationResult
Manual hours1,200 x 6 / 60120 hours
Hours saved120 x 0.7084 hours
Monthly saving84 x 221,848
Net monthly gain1,848 minus 1501,698
Payback6,000 / 1,6983.5 months
First-year return(1,698 x 12 minus 6,000) / 6,000240 percent

How to read the result

  • Payback under 6 months: a strong case. Check the share automated with a real sample before you commit.
  • Payback of 6 to 12 months: reasonable if the task is stable and volume is growing.
  • Payback over 12 months: look for a cheaper version, such as a rule or a template, before building anything.
  • Very low volume: the formula may pass, but the maintenance effort rarely does.

The result is only as good as the minutes per task and share automated. Measure both on a sample of at least fifty real cases.

What it leaves out

It does not price errors avoided, faster response times or staff who move to better work. Those are real, but easy to overstate, so we keep them out of the headline number. See AI automation for how we scope a project and AI automation vs RPA for when a simpler tool is enough. For build cost context, the AI automation cost page lists the factors.

Updated 30 October 2026

Questions, answered

Is this a quote for an automation project?
No. It is a way to test whether the idea pays back. For a quote, contact us and you get a fixed quote after a short call.
What share automated should I use?
Start at 50 to 70 percent for tasks with clear rules and varied inputs, higher for very uniform tasks. Replace it with the real figure from a pilot.
Should I include my time managing the automation?
Yes, put it in the running cost. A monthly review of exceptions and prompts is part of owning an automation.
Can I compare two tasks?
Run the calculator once for each task and compare payback. Start with the task that pays back fastest and has the clearest rules.

Found a task worth automating?

Send us the numbers and you get a fixed quote after a short call.