AI Agent Readiness & ROI Diagnostic for Finance Functions

Find out where agents would actually move the needle in your finance function and what it would cost to get there. 

Abhinav Srivastava

12 years shipping production AI and ML systems at enterprise scale. Built a cost-intelligence platform processing the full material spend of one of India’s largest automotive groups. Architected Dextra’s LLM Council framework – multi-agent orchestration designed for grounded, defensible enterprise decisions. Has delivered 0-to-1 AI products across fintech, automotive, aviation, and edtech. Shapes the technical recommendations in every diagnostic memo.

Mudassar Pasha

Seventeen years leading enterprise transformations across fintech, pharma, robotics, and government. Registered Scrum & Scrum@Scale Trainer credentialed by Scrum Inc. Specializes in the part of AI work most firms underestimate – making it land inside real organizations, at real scale, with real governance. Reviews every memo for delivery feasibility and rollout sequencing. 

Question

44% of finance teams will use agentic AI in 2026, representing an increase of over 600%.

Your memo is being written.

One of our consultants is now reading your answers and drafting a memo specifically for your function. It will reach your inbox within 24 hours.

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AI Diagnostic Memo

01

Automation Opportunities

80%

02

Estimated Investment

50%

03

ROI & Payback

50%

04

Governance

50%

05

30-60-90 Roadmap

50%

What you'll receive in your memo

01

What to Automate, and What to Keep with Your Team

Identify the workflows worth handing to an AI agent and the ones that should stay with your team.

02

How Much Money and Effort Will It Likely Require?

A realistic read on what a scoped build would cost, how much of your team's time it would take, and the items that quietly stretch a finance-AI project beyond its first estimate. The numbers most teams underestimate, we'll call out.

03

The Payback Period and ROI for Your Setup

Reclaimable hours, an indicative annual value, and a payback range. We'll show our working, so your team can pressure-test it.

04

The Governance You'd Need to Clear Before Deployment

Audit trail, model-risk controls, data path. The things that usually stall finance-AI projects in month two. We'll flag them now, while they're cheap to handle.

05

What to Start with, and What to Defer.

A 30-60-90 day sequence, written for your stack. What's worth doing first, what's worth waiting on, and what's worth not doing at all.

Where should we send your memo?

Just a few details so we can deliver your diagnostic to the right person.


Your responses are reviewed by our consulting team and handled confidentially.

Human Reviewed

Your memo is reviewed by a Dextra consultant not generated by a model alone.

Confidential

Your diagnostic information is handled securely and used only to produce your memo.

24-Hour Delivery

Delivered to your work email within one business day of receiving your details.

You've done the diagnostic. We'll do the analysis.

DextraLabs turns AI opportunities into practical, deployable business outcomes.

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