Skip to content
Clerko
Contact SalesStart AssessmentAssess

AI Value Intelligence

Know which AI initiatives are worth funding.

Turn an AI opportunity into a quantified business case—with traceable assumptions, deterministic economics, implementation requirements, and a clear recommendation.

Start AssessmentView Sample Brief

Free to explore · No credit card · See a complete example without an account

Assessment workbench

Illustrative sample preview — seeded scenarios, not a live bespoke analysis of free text.

Evaluation depth
Business area
CurrencyCAD

Run an illustrative evaluation to see value, payback, confidence, and a recommendation—using Clerko’s deterministic sample scenarios.

Built for the teams accountable for AI value.

  • Finance
  • Operations
  • AI & Data
  • Transformation
  • Enterprise Architecture
  • Technology Leadership

Decision quality

Move from AI enthusiasm to investment evidence.

Clerko evaluates value, feasibility, risk, and evidence together—so teams can compare initiatives using the same decision framework.

Illustrative portfolio

Economic clarity

Illustrative scores for product demonstration—not customer or competitor benchmarks.

Product

From opportunity to defendable decision

Large product demonstrations—not repetitive feature cards.

Value model

Finance math that can survive the funding meeting.

Translate operational change into annual value, total cost of ownership, payback, and scenario ranges using labeled inputs—not model-generated guesses.

Explore Value Modelling

Value model · AP Automation

Illustrative
  • Current annual costCAD 528,000
  • Addressable capacityCAD 369,600
  • Expected realization70%
  • Implementation costCAD 85,000
  • Recurring costCAD 42,000/yr
  • Net annual valueCAD 221,760
  • Payback7.2 months

Scenarios

  • ConservativeCAD 188,496
  • BaseCAD 221,760
  • UpsideCAD 255,024

Formula lineage

48,000 invoices × 12 min × CAD 55/hr → CAD 528,000 current cost

Evidence graph

Every important number has a source.

Facts, assumptions, calculated values, and missing evidence remain visibly separated throughout the assessment.

See How Evidence Is Traced

Customer inputs

  • Invoice volume

    Provided

  • Handle time

    Provided

  • Labour rate

    Validated

Assumptions & formulas

  • 70% automation

    Assumed

  • 70% realization

    Assumed

  • Net value formula

    Calculated

Business outcomes

  • CAD 221,760/yr

    Calculated

  • 7.2 mo payback

    Calculated

  • Exception time

    Missing

Illustrative evidence chain. Status chips separate provided facts, assumptions, calculations, and gaps.

Investment brief

A recommendation leaders can act on.

Combine economic value, implementation readiness, architecture needs, governance constraints, and risk into an explainable next step.

View Complete Sample

Investment memo

AP invoice processing automation

Executive summary

Material AP workload with a clear Document AI fit. Pilot high-volume invoice types first while preserving SAP posting controls.

PilotMedium risk82% confidence

Net annual value

CAD 221,760

Payback

7.2 mo

Implementation

CAD 85,000

Decision rationale

  • · Addressable labour-equivalent ~CAD 528k
  • · Clear extraction fit with human oversight
  • · Governed pilot scope is manageable

Next validation

Measure exception handling time on complex invoices during a controlled pilot.

How it works

From AI idea to investment decision

Select a stage to see what Clerko produces at each step.

Stage 01 · Discover

Opportunity intake with process context and stakeholder scope.

Capture the opportunity, current process, volumes, and business problem.

Use cases

One decision framework. Different value models.

  • Accounts Payable Automation

    Input · 48,000 invoices/year

    Value

    CAD 221,760/year

    Payback

    7.2 months

    Recommendation

    Pilot
    Open
    Miniature value model · Pilot Document AI on high-volume invoice types first. Confidence 82%. Illustrative figures.

  • Customer Service Copilot

    Input · High contact volume

    Value

    CAD 312,000/year

    Payback

    6.8 months

    Recommendation

    Pilot Tier-1 intents
    Open
    Miniature value model · Pilot on high-volume Tier-1 intents before expanding to complex cases. Confidence 74%. Illustrative figures.

  • Predictive Maintenance

    Input · Downtime and maintenance data

    Value

    CAD 540,000/year

    Payback

    9.1 months

    Recommendation

    Validate sensor coverage
    Open
    Miniature value model · Validate sensor coverage and failure-mode data before full deployment. Confidence 68%. Illustrative figures.

All figures are illustrative sample outputs unless noted in a live assessment.

Trust & governance

Built for serious investment decisions.

Clerko keeps financial calculations deterministic, assumptions visible, and workspace boundaries governed.

  • Organization-scoped isolation

    Tenant boundaries enforced in application logic and PostgreSQL row-level security.

  • Deterministic calculation engine

    ROI, TCO, and payback are authored in Go—not invented in model prose.

  • Explainable recommendations

    Assumptions, evidence quality, and rationale stay visible with every decision.

  • Governed workspace access

    Opaque hashed sessions, origin-checked mutations, and fail-closed rate limits.

  • Evidence provenance

    Facts, assumptions, and calculated values remain separated and reviewable.

  • Enterprise agreements

    DPA and security reviews available via legal@clerko.com when contracting.

We describe engineering posture—not unverified compliance certifications. We do not display SOC 2, ISO 27001, or similar badges unless independently attained and validated.

Read security details

Capability

A common language for AI investment.

  • Deterministic ROI & TCO

    Financial metrics are calculated in Clerko’s engine from labeled inputs—not authored in generative prose.

  • Traceable assumptions

    Every material number stays connected to its source: provided, assumed, calculated, or missing.

  • Comparable initiatives

    A shared decision framework lets teams rank opportunities on value, feasibility, risk, and confidence.

  • Post-launch value tracking

    Measure realized outcomes against the original investment thesis after go-live.

Illustrative scenario

From invoice automation idea to controlled pilot.

Finance identifies high-volume invoice handling as a candidate for Document AI. Clerko structures volumes, labour cost, automation potential, and implementation economics into a shared investment brief—before build begins.

View the sample brief
Pilot

Pilot Document AI on high-volume invoice types first

Net value

CAD 221,760/yr

Payback

7.2 mo

Confidence

82%

Risk

Medium

Not a customer testimonial—illustrative product scenario only.

Pricing

Simple plans for AI investment decisions

CAD pricing aligned to Clerko’s AI Value Management packaging. Annual billing includes two months free where configured.

Starter

$1,490/year

AI Opportunity Advisor for focused initiatives

Best for: First AI investment cases

3 seats · 10 initiatives

  • Clerko Advisor
  • Business cases & ROI
  • Basic reports

Business

Recommended
$3,990/year

Portfolio value management for growing AI programs

Best for: Growing AI programs

10 seats · 50 initiatives

  • Everything in Starter
  • Portfolio dashboard
  • Architecture recommendations
  • API access

Pro

$8,990/year

Governed value observability with MCP and advanced analytics

Best for: Governed multi-team programs

25 seats · 200 initiatives

  • Everything in Business
  • MCP & advanced analytics
  • Governance & external agents

Enterprise

Custom

Custom contract with SSO and enterprise controls

Best for: Org-wide controls & SSO

100 seats · 1000 initiatives

  • Everything in Pro
  • SSO & enterprise controls
  • Custom contract & support

Taxes calculated at checkout when enabled. Terms

Build the business case before you build the AI.

Know the value. Test the assumptions. Understand the risk. Make the decision.

Start AssessmentView Sample Brief