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Automation ROI Calculator

Enter how a task is done today and what automating it would cost. Get a transparent estimate of your annual savings, break-even month, and three-year return — no email required to see it.

STEP 1

Tell us about the task today

How many people do it, how long one occurrence takes, and how often it happens per week or month.

STEP 2

Tell us what automating it would cost

A one-time implementation cost, an ongoing monthly software cost, and any human maintenance time it will still need.

STEP 3

Get transparent numbers, not a black box

Current annual labour cost, hours and dollars saved, break-even month, and 3-year ROI — plus conservative and optimistic scenarios so you know the range, not just one number.

The task today

The automation

Example scenarios

Manual invoice data entry

2 people, 15 minutes per invoice, 40 invoices a week, $35/hr loaded cost, 75% automatable with a $3,000 implementation and $80/month software cost — typically breaks even in 3-5 months.

Client onboarding paperwork

1 person, 45 minutes per new client, 8 clients a month, $45/hr loaded cost, 60% automatable with a $6,000 implementation cost — often takes 12-18 months to break even, which the calculator will show plainly rather than hide.

Assumptions & methodology

  • Labour cost should be the fully loaded hourly cost (wages plus taxes/benefits/overhead), not just take-home pay — using base salary alone will understate your real savings.
  • The automation percentage is your estimate of how much of the task the automation will handle end-to-end, not how much cheaper the tool claims to be. Be conservative if you are unsure.
  • The conservative scenario applies a 0.7x multiplier to your automation percentage and the optimistic scenario applies a 1.15x multiplier (both capped at 100%) — you can override these in Advanced assumptions.
  • Ongoing maintenance hours are converted to a dollar cost using the same hourly loaded cost you entered for the task itself.
  • Break-even is calculated over a 5-year (60-month) horizon. If your inputs never recoup the implementation cost within that window, we report it as "not reached" rather than guessing further out.
  • These are estimates based on the numbers you provide, not guarantees. Real results depend on execution, change management, and vendor performance.

Frequently asked questions

Do I need to give you my email to see results?

No. Results are shown immediately after you submit the form. We only ask for an email if you want a copy of your results emailed to you or want to discuss implementation.

What if my task doesn’t have a clean weekly or monthly frequency?

Estimate the closest average. The calculator is meant to give you a directionally solid number to plan with, not a precise audit.

Why do you show three scenarios instead of one number?

Automation projects rarely hit their target adoption rate exactly. Showing a conservative and optimistic case alongside your expected case gives you an honest range instead of a single number that looks more certain than it is.

Can I share my results with a colleague?

Yes — after you submit the form you get a private, shareable results link. It is not indexed by search engines and does not include your name or email.