AI for Finance
AI for finance teams and firms, document processing, reconciliation, reporting and client communication with audit trails your compliance team will sign.
HandsOnTech builds AI for financial services and finance teams, document and statement processing, reconciliation support, report drafting and client communication, with the audit trails, access controls and human sign-off gates regulated finance requires.
Finance runs on documents and deadlines: statements to reconcile, filings to draft, client questions that repeat with the market cycle. AI compresses the mechanical work while every number and narrative stays traceable to source, because in finance, an untraceable answer is worthless.
Every number traceable, every draft auditable
Finance runs on documents and deadlines, statements to reconcile, filings to draft, client letters that repeat with the market cycle, and it operates under the assumption of examination. Our finance AI is built for that assumption: every extracted figure links to its source document, every generated draft logs its inputs, every human approval is recorded. Auditors get a cleaner trail than manual processes typically leave. The mechanical work compresses from days to hours; the judgment (and the signature) stays with your people.
Where finance teams see ROI first
The document-heavy monthly grinds pay back immediately: statement and invoice processing that turns queues into review sessions, reconciliation that surfaces only the exceptions worth human eyes, first drafts of recurring reports and client communications that start from your templates and your data. Compliance-sensitive steps keep human sign-off gates, access controls mirror your existing permissions, and nothing customer-facing ships without review workflows your compliance team approves. Start with one grind, measure the hours, expand with evidence, the same pilot discipline we bring to every regulated industry.
Who hires us by industry
Healthcare providers and NDIS-style care
Brokerages and property managers
Boutique and mid-size law firms
Contractors and GCs bidding at scale
Fintech and advisory practices
Industry-ready AI
Healthcare, real estate, legal, construction and finance, scoped to regulation.
Healthcare AI
Patient-friendly UX, PHI boundaries and audit logs.
Real estate AI
Listing search, lead nurture and document summarization.
Legal AI
Research assistants with citation and privilege awareness.
Construction & finance
Estimating, compliance checks and report generation.
Vertical AI delivery
Compliance map
Regulations, data classes and approval workflows.
Pilot scope
One high-ROI workflow with human review.
Build
Secure integrations, logging and role-based access.
Adopt
Training, change management and success metrics.
Three ways to engage
Every model starts with a free consultation and a written quote, the price you sign is the price you pay.
Fixed-Price Project
A scoped build with a written price and a launch date, agreed before design begins.
- Written scope and fixed quote within 48 hours
- Two-week sprints with staging demos every other Friday
- Milestone payments tied to shipped work
- 30-day bug warranty in the contract
- Code, designs and content transfer on final payment
Growth Retainer
Monthly compounding work on organic and paid visibility, reported against pipeline.
- Monthly sprint plan agreed in advance
- Live dashboard, the same numbers we see
- AI visibility report: which prompts name you
- No long lock-in, cancel with 30 days notice
- Same team as your build, no handoff loss
Dedicated Team
Senior specialists embedded in your Slack, repo and standups, capacity without recruiting.
- Start within 1–2 weeks of the intro call
- Your tools, your process, your time zone
- Scale seats up or down with two weeks notice
- NDA and full IP assignment from day one
- Direct access, no account-manager relay
What we build, and what it costs
Published ranges and timelines, the same figures that appear in your written scope. Client work is covered by NDA; references are shared during scoping for qualified projects.
Websites and e-commerce
Marketing sites, storefronts and headless builds on WordPress, Shopify, Next.js or Astro, with green Core Web Vitals and SEO architecture as launch requirements.
$15k–$75k published range · 4–10 wk typical build
Website development servicesMobile apps
Native iOS and Android or React Native and Flutter, carried through App Store and Google Play review, with crash monitoring and post-launch releases included.
$45k–$180k published range · 10–20 wk typical build
Mobile app development servicesAI products and automation
One workflow piloted before anything scales, then production agents, chatbots and dashboards with retrieval, evaluation sets, guardrails and cost monitoring.
$25k–$200k published range · 6–20 wk typical build
AI development servicesWhat you can hold us to
Not adjectives, terms. Each of these is written into the engagement before you sign.
Fixed price, in writing, before work starts
You receive a written scope with milestones, deliverables and a delivery date within 48 hours of the free audit. No hourly creep, and no change order three weeks before launch.
You own everything on final payment
Source code, Figma files, content and analytics access transfer to you when the final invoice clears. No license fees, no vendor lock-in, and no platform you can only edit by paying us.
A 30-day bug warranty, in the contract
Bugs found in the first month after go-live are fixed free. It is a contractual term rather than a sales promise, and it is the reason we would rather ship correctly than ship early.
Industry AI pages with entity clarity
Each vertical page states who we serve, what we build, compliance approach and how to start, formatted for AI citation.
- ✅ Industry-specific FAQ schema
- ✅ Plain-language compliance statements
- ✅ Internal links within vertical clusters
- ✅ Location and contact entity consistency
30-day warranty
Bugs found in the first month get fixed free, in the contract.
You own everything
Code, designs and content transfer on final payment.
U.S. hours overlap
Standups and demos on ET, CT, MT or PT, your pick.
Fixed price, fixed date
Quoted in writing before work starts. No surprise change orders.
Explore other capabilities
Common questions
Can AI-generated financial work survive an audit?
Ours is designed to: every extracted figure links to its source document, every draft logs its inputs, every human approval is recorded. Auditors get a cleaner trail than manual processes typically leave. The system assumes it will be examined, because in finance it will.
Where do finance teams see ROI first?
Document-heavy monthly grinds: statement and invoice processing, reconciliation exception hunting, and first drafts of recurring reports and client letters. These compress from days to hours immediately, with review-only workflows, the judgment stays human while the typing disappears.
What is AI for Finance?
AI for Finance is a scoped, fixed-price engagement from HandsOnTech, a U.S. design, development and growth studio headquartered in Sacramento, California. We map URL architecture, internal links and schema before build, tie AI for business work to one business metric you name, and deliver in two-week sprints with staging demos on U.S. business hours.
How much does AI for finance cost?
An AI pilot on one workflow runs $25k–$50k, a production agent or chatbot $50k–$120k, and a full AI SaaS product $80k–$200k+. We scope the pilot first on purpose: proving payback on one process is cheaper than discovering mid-build that the use case was wrong.
How long does AI for finance take?
Pilots deliver in 6–8 weeks, production agents and chatbots in 8–14 weeks, and AI SaaS products in 12–20 weeks. Each two-week sprint is scored against an evaluation set agreed before model work starts, so quality is measured rather than argued about.
Do you work with businesses across the United States?
Yes. We are headquartered at 2108 N ST STE N, Sacramento, CA 95816 and serve clients in all 50 states, remote-first, with daily overlap on Eastern, Central, Mountain and Pacific time. Contracts and IP assignment run through a U.S. entity, and on-site working sessions in major metros are available by arrangement.
What platform or stack do you build on?
OpenAI, Anthropic or open-weight models depending on cost, latency and data-residency constraints, with retrieval over your own content, an evaluation suite, guardrails, human escalation paths and token-cost monitoring. Model choice stays swappable so you are not locked to one vendor.
How is this different from an agency or an offshore team?
One team covers design, development and growth, so there is no handoff tax and nobody to blame. You talk to the designer and engineer doing the work instead of an account manager relaying messages. And it is contractual, not a pitch: fixed price, U.S. hours, a 30-day bug warranty and full ownership transfer on final payment.
Get a timeline, a price range and a next step.
Send your URL and the metric this project has to move. A free 48-hour audit comes back with a prioritized fix list, and qualified projects get a written fixed-price scope within two business days.
Tell us what you're building.
You'll get a timeline, a price range and the next step, usually within two business days. A technical lead reads every message, not a sales development rep. No deck, no discovery-call maze.
- ✉️sales@handsontech.ioWe reply within one business day
- 📞(866) 965-8749Mon–Fri, 9am–6pm ET
- 📍2108 N ST STE NSacramento, CA 95816 — serving all 50 states
- ⚡Free 48-hour auditRecorded walkthrough plus a prioritized fix list
- 🔒NDA on requestSigned before you share anything sensitive