Of 60 answers

The most named companies in the study, and S&P 500 financials, with how many of their 60 AI answers named them.

SWIFT47/60TRANSUNION46/60EXPERIAN42/60COINSTAR41/60NAVY FEDERAL CREDIT UNION41/60ZELLE41/60BLOOMBERG L.P.38/60TRADINGVIEW38/60BANCO POPULAR DE PUERTO RICO37/60PAYPAL37/60VENMO37/60CHEXSYSTEMS33/60EQUIFAX33/60MORNINGSTAR32/60S&P GLOBAL31/60ALPACA MARKETS30/60COINBASE30/60PINWHEEL29/60STRIPE29/60XERO29/60ACORNS28/60AFFIRM28/60PAYFAST (PAYGATE)28/60PAYONEER28/60INTERACTIVE BROKERS26/60CHARLES SCHWAB19/60THE HARTFORD9/60MOODY'S21/60CME GROUP19/60ACCENTURE11/60CHUBB10/60MORGAN STANLEY6/60AMERICAN EXPRESS14/60SYNCHRONY FINANCIAL12/60FACTSET20/60NASDAQ19/60ALLSTATE11/60WELLS FARGO18/60PAYCHEX10/60ARES MANAGEMENT3/60
Rezolve Ai
MethodDemo
Back to the study
AI visibility statementFinance AI Visibility Study 2026Issued October 14, 2026
Account holder

Dollarwise

dollarwise.com

Personal finance and money appsBanking

Money20/20 attendee

Statement period
October 9 and 10, 2026
when the AI assistants were asked
Account no.
2,106 of 2,219
its rank by overall score
Place in its category
27th of 30 personal finance apps
Closing balance

Named in

0of 60, its tower is dark

by 0 of 4 assistants

Statement note

What this means for Dollarwise

AI assistants do not name this personal finance app in any of their 60 answers, while other apps like PocketGuard, Mint, and Goodbudget are named. Its overall score is 22 out of 100, ranking 2,106th of 2,219 companies. The website passes 2 out of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Dollarwise by name. AI assistants named it in none of the 60 answers. Counting only how often it is named, it ranks 188th of 394 in its sector. The typical banking company is named in 0.0% of answers.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its peers.

Overall score
22Overall score
  • Visibility0
  • Citations0
  • Sentiment50
  • Site quality67
  • AI readiness14
Summary of account
Named by AI in
0.0%
0 of 60 answers
Share of mentions
0.0%
of the mentions of it and its 5 peers
AI readiness
2/14
technical checks passed. Typical for its sector: 3
Rank in its sector
368 of 394
by overall score, where the typical banking company scores 28

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Line itemsSection 01

Every question, and where the company came up

Dollarwise came up on 0 of 15 questions. Open any window to read that answer.

  1. 01Why isn't my savings goal updating in my budgeting app?0/4
  2. 02How much do personal budgeting apps usually cost per month in the US?0/4
  3. 03How does using spreadsheets compare to an app for tracking income and spending?0/4
  4. 04Are there any free budgeting apps with robust expense tracking features?0/4
  5. 05What are some effective alternatives to using a budgeting app for managing money?0/4
  6. 06What's the best way to use a finance app to set and stick to monthly spending limits?0/4
  7. 07How can a budgeting app help me pay off debt faster?0/4
  8. 08What other tools can help improve money management besides budgeting software?0/4
  9. 09Is a paid personal finance app worth it over a free budgeting tool?0/4
  10. 10How do envelope-style budgeting tools compare to automatic categorization budgeting platforms?0/4
  11. 11What are the top budgeting apps for building better money habits?0/4
  12. 12Which apps help most with managing daily expenses and tracking spending in the US?0/4
  13. 13What should I do if my linked bank accounts stop syncing in my personal finance software?0/4
  14. 14Manual entry vs bank sync: which budgeting method works best for detailed financial planning?0/4
  15. 15What features should I look for in an app to help me feel more confident about my finances?0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 0/15All assistants: 0/60
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

Transaction detailSection 02

What Claude actually said

The company is not named in this answer

Claudedid not name the company

“Why isn't my savings goal updating in my budgeting app?”

I'd be happy to help you troubleshoot your savings goal issue! However, I need a bit more information to give you the most relevant advice:

1. Which budgeting app are you using? (e.g., Mint, YNAB, EveryDollar, Goodbudget, etc.)

2. What specifically isn't updating? For example:

The progress bar/percentage?

The total amount saved?

The goal deadline?

Transactions aren't being counted toward the goal?

3. Have you tried any troubleshooting steps yet? (like restarting the app, checking your internet connection, or syncing manually)

In the meantime, here are some co …

The AI’s answer as we received it, shortened and not checked for accuracy.

PayeesSection 03

Where the mentions went

The companies these answers named, and how the mentions were split between this company and its peers.

Named instead

CompanyTimes named
  1. 01
    PocketGuard
    9
  2. 02
    Mint
    7
  3. 03
    Goodbudget
    7
  4. 04
    EveryDollar
    7

Share of mentions

CompanyShare
  1. YNAB (You Need a Budget)
    30.1%
  2. Goodbudget
    21.9%
  3. PocketGuard
    20.5%
  4. EveryDollar
    19.2%
  5. Mint
    8.2%
  6. Dollarwise
    0.0%
ReferrersSection 04

Websites the AI used as sources

How many times each website was listed as a source in these answers

  1. 01
    forbes.com
    13
  2. 02
    cnbc.com
    10
  3. 03
    nerdwallet.com
    8
  4. 04
    thepennyhoarder.com
    8
  5. 05
    apps.apple.com
    8
  6. 06
    quicken.com
    7
  7. 07
    bestmoney.com
    5
  8. 08
    usatoday.com
    5
  9. 09
    thetechedvocate.org
    5
  10. 10
    use.expensify.com
    4

Dollarwise is in the study as a personal finance app.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Claude
0/15
Gemini
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 06

How Dollarwise compares with all 2,219 companies

Every tower is a company in the study, taller for a higher overall score and lit where AI assistants named it. Its own group stays lit. Hover a tower to see it, and click to open it.

What makes up the score

Each part is scored out of 100.

Visibility
0

How often AI assistants name the company, and how that compares with its peers

Citations
0

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
67

How well built the website's own pages are

AI readiness
14

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Against its sectorSection 07

Compared with banking companies

394 companies in this sector. The gold tick on each bar is the typical company.

Overall score
22
Ranks 368 of 394. Typical company: 28
Named in answers
0.0%
Ranks 188 of 394. Typical company: 0.0%
AI readiness
14
Ranks 335 of 394. Typical company: 29
Against its categorySection 08

Compared with personal finance apps

30 companies in this category. The gold tick on each bar is the typical company.

Overall score
22
Ranks 27 of 30. Typical company: 29
Named in answers
0.0%
Ranks 20 of 30. Typical company: 4.2%
AI readiness
14
Ranks 25 of 30. Typical company: 29
AI agentsSection 09

Ready for AI agents

What this website publishes for an AI agent to read, use and pay through, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Can an AI agent check out here?

Not by itself. Dollarwise publishes none of the agent payment protocols we look for. An agent would have to click through the website like a person.

Agent payment protocols
  • x402Not present
  • MPPNot present
  • AP2Not present
  • ACPNot present
  • UCPNot present
Interfaces for AI agents
  • MCP Server CardNot present
  • A2A Agent CardNot present
  • Agent SkillsNot present
  • API CatalogNot present
  • llms.txtPublished
  • WebMCPCould not check
Show every check, for your technical team
Discoverability
31 of 100
  • robots.txtNot met

    Publish a valid robots.txt with crawl rules and a Sitemap line.

    study: 86.1%
  • SitemapPartly met

    Serve an XML sitemap and reference it from robots.txt.

    study: 87.9%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 1.5%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 4.3%
Content accessibility
25 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 6.2%
  • llms.txtPartly met

    Publish an llms.txt with a short summary and the key links.

    study: 31.0%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 92.7%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 2.3%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.3%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 1.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 6.3%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 5.3%
  • auth.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.2%
  • MCP Server CardNot met

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.8%
  • A2A Agent CardNot met

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.2%
  • Agent SkillsNot met

    Publish a skills index with the main tasks agents can do.

    study: 1.0%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 0.0%
  • ARD manifestNot met

    Publish an ai-catalog.json listing every agent interface.

    study: 0.2%

Score 20 of 100 · 97% of checks could run · checked on October 9, 2026 · dollarwise.com · 2,200 companies scanned

See how every company did, and how this was measured.

AI readinessSection 10

The checks behind the AI readiness score

2 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks

Discoverability

  • Not metrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • Not metHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Not metllms.txt publishedstudy: 28.1%
  • PassedToken budget (page weight)study: 97.3%

Bot Access Control

  • Not metExplicit AI bot rulesstudy: 11.5%

API / Auth / MCP

  • Not metAPI Catalog (.well-known/api-catalog)study: 1.1%
  • Not metOAuth Authorization Server discoverystudy: 5.2%
  • Not metOAuth Protected Resource discoverystudy: 4.6%
  • Not metMCP Server Cardstudy: 0.2%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 0.3%
  • Not metAgent Skills declaredstudy: 0.1%
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End of statement
All 2,219 companiesHow we measured this
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