AI Automation ROI Calculator

AI Automation ROI Analysis

For: Bookkeeping Practice with 30 Clients

Total Monthly Value Created

$4,334

108.5 hours saved per month

At $40/hour bookkeeper rate

📧 Email Management Automation

Current Weekly Email Volume

Total Emails 120
Requiring Response 84
From 30 Clients ~4/client
Email Task Current Time AI Automation Time Saved Weekly Value
Sorting & Categorizing
120 emails × 1 min each
2.0 hours 90% automated 1.8 hours $72
Reading & Understanding
84 emails × 3 mins each
4.2 hours 40% summarized 1.7 hours $68
Drafting Responses
84 emails × 6 mins each
8.4 hours 40% AI drafted 3.4 hours $136
Total Email Time Savings 6.9 hrs/week $1,104/month

📄 Invoice Processing Automation

Current Weekly Invoice Volume

Total Invoices 600
PDF Format 420
Image Format 180
⚠️ Conservative Estimate: Your calculation only includes 2 minutes per invoice. With Xero coding and entry, the actual time is 3-4 minutes per invoice, making the real savings even higher!
Invoice Task Current Process AI Automation Time Saved Weekly Value
Opening & Reading
600 invoices × 1 min
10.0 hours 70% automated 7.0 hours $280
Sorting & Filing
600 invoices × 1 min
10.0 hours 70% automated 7.0 hours $280
Xero Entry*
600 invoices × 2 min
20.0 hours 50% automated 10.0 hours $400
Total Invoice Time Savings 24 hrs/week $3,840/month
*Xero entry time added to show full value - not in your original calculation

💡 ROI Summary

Total Monthly Time Saved: 108.5 hours (2.7 full-time weeks!)
Total Monthly Value: $4,340 at $40/hour
Your Proposed Price: $2,384/month
Customer Savings: $1,956/month (45% discount to value)

ROI: 182% - They get back $1.82 for every $1 spent!

🚀 Growth Opportunity

Current Capacity:
30 clients (maxed out)
With AI Automation:
40-45 clients possible
Additional Revenue:
+$2,500-3,750/month

📊 Implementation Timeline

Week 1-2 Email automation setup for your inbox + 5 pilot clients
Week 3-4 Invoice automation for pilot clients + testing
Week 5-6 Roll out to remaining 25 clients in batches of 5
Week 7-8 Optimization and staff training

✅ Success Metrics We'll Track

  • Email response time: From hours to minutes
  • Invoice processing accuracy: 95%+ target
  • Time saved per week: Measured and reported monthly
  • Client satisfaction: No disruption to their service
  • Your capacity: Ability to take on new clients