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CFOs and FP&A leads ask AI assistants which planning tool will replace their spreadsheets without a long implementation. We work on what those answers say about your product, and whether they name it at all.
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“Which FP&A tool suits a 300-person SaaS company on NetSuite and HubSpot that plans in Google Sheets today?”
“Vendor A and Vendor B work alongside spreadsheets and connect to NetSuite. Vendor C has deeper modelling but a longer rollout…”
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 FP&A tool, these are the details a buyer compares.
Spreadsheet-native or your own modelling, scenarios, and SaaS metrics. Buyers ask whether their analysts will have to learn a new way to build a plan.
The ERP, CRM, HR system and billing. Plans are only as current as the data that feeds them, and buyers check the list.
Implementation time, and how much falls on a small finance team. A finance team with one analyst asks how much of it falls on them.
Company stage and finance team size. A company building its first model and one consolidating several entities need different depth.
Dashboards, board packs and variance reporting. CFOs ask what they will be able to show.
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 CFOs and FP&A leads ask, with you: 100 or 150 depending on the plan, mostly unbranded, grouped into clusters by modelling need, company stage and buying 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 how you model and what you connect to, 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 product and integration 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 FP&A 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.
Controller, AP manager
“Which AP automation tool handles invoices in several currencies on NetSuite?”
Which ERPs you sync with, what you automate, and how payments run.
Read the ap automation 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 CFOs and FP&A leads ask which planning tool to move to. It covers being on the shortlist and being described correctly: how you model, what you connect to, how long going live takes and who you suit.
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.