The AI Investment ROI Model Is Now Ranked #1 on Flevy

The AI Investment ROI Model is currently ranked #1 in Flevy's Integrated Financial Model category. See what a finance-ready AI investment appraisal looks like.

The AI Investment ROI Model is currently the #1-ranked template in Flevy's Integrated Financial Model category. It is a standing, not a permanent title, but it is a useful data point: of everything listed in that category on the platform, this is the one buyers are choosing most.

Why This Ranking, and Why Now

Most AI investment business cases are sent back before they are even discussed, and rarely because the underlying program lacks merit. They are sent back because the ROI estimate behind them does not survive contact with Finance: a single optimistic percentage, built on one scenario, with no discounting applied. It is not a model a CFO or investment committee can act on, only a number they are asked to trust.

The AI Investment ROI Model was built to close that gap. Reaching the top of its category is evidence that this is not a Viksya-only observation — it is a problem enough buyers recognized that the model became the most-selected option available for it.

What a Finance-Ready Appraisal Actually Contains

The workbook is a ten-tab, macro-free Excel model running roughly 500 live formulas, validated to zero errors, supported by a 30-page PDF user manual. From an organization's own cost and benefit inputs, it produces the figures Finance and investment committees actually require:

• Net Present Value, Internal Rate of Return, Payback Period, three-year and five-year ROI, and Benefit-to-Cost Ratio
• A configurable discount rate, benefit ramp-up curve for adoption lag, cost inflation, and change-management and risk contingency buffers, applied before the result is produced
• A structured Cost Model and Benefits Model covering the categories that drive AI program economics on both sides of the ledger
• What-If Scenarios across Conservative, Base, and Aggressive cases, so the final number is not built on a single set of assumptions
• A Gate Planner staging the investment through three gates, weighted for the non-linear cost and accuracy risk specific to AI programs, such as model retraining
• Sensitivity Analysis showing how ROI and NPV move as benefit realization, cost variance, discount rate, and benefit multiplier shift

What It Hands Leadership

The output is a dynamic ROI Dashboard recommendation — Strong Buy, Conditional Approve, or Needs Rework — alongside a print-ready, one-page Executive Summary that auto-populates from the model with no additional formatting work. The structure is industry- and currency-agnostic, applying equally to Agentic AI, generative AI, MLOps, or RPA programs of any size.

It is built for program sponsors, CFOs and finance business partners, and consultants who need to produce or evaluate an AI business case in the language Finance already uses, rather than build one from scratch. Results are projections generated from the assumptions entered and do not constitute financial advice; benefit and discount-rate inputs should be validated with your own Finance team.

Verified on Flevy

The #1 position appears directly on the listing, under Flevy's Return on Investment → Integrated Financial Model category.

Where to Get It

The AI Investment ROI Model (Excel .xlsx, no macros or VBA, compatible with Excel 2016 onward on Windows and Mac) is available on viksya.com and on Flevy, where it currently holds the #1 position in the Integrated Financial Model category.

It sits alongside the rest of Viksya's AI transformation toolkit — including the AI Transformation Readiness Scoring Model and the AI-DLC governance suite — for teams building the full case for AI investment, not just the calculation behind one number.