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Controllers and AP managers ask AI assistants which tool will take invoices, approvals and payments off their team. We work on what those answers say about your product, and whether they name it at all.
Updated
“Which AP automation tool works with Sage Intacct for a company that pays invoices in four currencies?”
“Vendor A and Vendor B sync with Sage Intacct and handle multi-currency payments. Vendor C has stronger approvals but supports fewer currencies…”
Placeholders, not real vendors or results.
Buyers type a few words into a search box. In an AI assistant they describe their situation: the ERP they run, the size of the company and the finance team, the currencies they deal in, the deadline they are working to. Each detail narrows the shortlist, and each one is a fact the answer has to get right about you.
In a search box
In an AI assistant
Example questions, written to show the shape. Vendor names are placeholders.
The paid audit and every monthly check record how each engine describes you, not only whether it names you. For an AP automation tool, these are the details a finance team compares.
Buyers name their ERP in the question. An answer that leaves yours out drops you from it.
Invoice capture, PO matching, approvals, payments and supplier onboarding. The answer should list what you take off the team, not the category's whole list.
Payment methods, currencies, international suppliers and fees. Buyers ask what paying through you costs.
Approval rules, fraud checks, segregation of duties and the audit trail. Controllers ask about them in the same breath as the ERP.
Invoice volume, company size and the finance team's size. A team paying a few hundred invoices a month and one paying tens of thousands look for different things.
Engines that search the web show their sources. For your own questions, the baseline records which of these each engine used, so the work goes where your answers come from.
The same four steps run on every retainer. The plan you pick sets how many questions we track and how much work ships each term.
We build the questions controllers and AP managers ask, with you: 100 or 150 depending on the plan, mostly unbranded, grouped into clusters by ERP, feature and stage. You approve them before anything runs.
Every question runs on ChatGPT, Claude, Perplexity, Microsoft Copilot and Google (AI Overviews, AI Mode and Gemini). We record who gets named, how each engine describes the ERPs you sync with and what you automate, and which pages it cites.
A written estimate of what the scope can move by day 90, as ranges per cluster and engine. The scope is locked with it.
Comparison and alternatives pages, revamps of integration and pricing pages you already have, corrected review profiles, placements on the pages engines cite, and community work. Each month end is measured against the forecast.
If we work with one AP automation vendor, we don't take its direct competitor, so we are never chasing the same citations for two of you.
Nobody controls what the engines say. You get a measured baseline, a written forecast and a monthly check that shows a flat month as flat.
Finance buyers check numbers and notice vague claims about controls. We interview your product lead at the start, then for 30 minutes a month, and you approve every brief.
CFO, head of FP&A
“Is it time to move planning out of spreadsheets, and into which tool?”
How you model, what you connect to, and how much finance still does by hand.
Read the fp&a page
Controller
“Which close management tool helps a team of six close in fewer days?”
Which close tasks you automate, which ERPs you work with, and what auditors see.
Read the financial close page
Example questions are illustrative.
It is how often, and how accurately, AI assistants such as ChatGPT, Claude, Perplexity, Microsoft Copilot and Google's AI features name your product when controllers and AP managers ask which tool fits their ERP and invoice volume. It covers being on the shortlist and being described correctly: the ERPs you sync with, what you automate, how payments work and your controls.
Send your website, your category in a sentence and up to five competitors. If we think the free audit will tell you something, it arrives 48 business hours after we confirm.