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

HappyRobot

happyrobot.ai

Banking and fintech infrastructureFinancial technology and data

Money20/20 attendee

Statement period
October 9 to 14, 2026
when the AI assistants were asked
Account no.
369 of 2,219
its rank by overall score
Place in its category
52nd of 315 fintech infrastructure companies
Closing balance

Named in

1of 60 answers

by 1 of 4 assistants

Statement note

What this means for HappyRobot

AI assistants rarely name this fintech infrastructure company, mentioning it in just 1 out of 60 answers. Its overall score is 39 out of 100, ranking 369th of 2,219 in the study. The company's website passes 5 out of 14 technical checks for how ready it is for AI tools.

We asked 15 unbranded questions about its market, so no question mentioned HappyRobot by name. AI assistants named it in 1 of the 60 answers. Counting only how often it is named, it ranks 267th of 574 in its sector. The typical financial technology and data company is named in 1.7% 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
39Overall score
  • Visibility8
  • Citations0
  • Sentiment100
  • Site quality80
  • AI readiness36
Summary of account
Named by AI in
1.7%
1 of 60 answers
Share of mentions
100.0%
of the mentions of it and its 5 peers
AI readiness
5/14
technical checks passed. Typical for its sector: 4
Rank in its sector
94 of 574
by overall score, where the typical financial technology and data company scores 29

Get the full report on HappyRobot as a PDF

Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

Line itemsSection 01

Every question, and where the company came up

HappyRobot came up on 1 of 15 questions. Open any window to read that answer.

  1. 01How do businesses deploy autonomous AI agents for operational scaling?0/4
  2. 02Examples of implementing AI agents for end-to-end process automation in finance0/4
  3. 03Emerging trends in enterprise use of AI agents for operational transformation0/4
  4. 04What are other approaches besides autonomous AI agents for enterprise process optimization?0/4
  5. 05Best AI agent platforms for automating complex enterprise workflows1/4
  6. 06How can autonomous AI agents improve efficiency in supply chain operations?0/4
  7. 07Why are my enterprise AI agents failing to coordinate across departments?0/4
  8. 08Typical pricing models for AI agent-driven automation platforms0/4
  9. 09Common issues when deploying AI agents in complex workflows0/4
  10. 10AI agent platforms vs traditional robotic process automation — what’s the difference for workflow automation?0/4
  11. 11How much does it cost to implement an AI agent platform for enterprise workflow automation?0/4
  12. 12Are AI-powered workflow automation platforms worth it for large enterprises?0/4
  13. 13What should I look for when choosing an AI agent system for enterprise operations?0/4
  14. 14Alternatives to AI agent platforms for scaling workflow automation0/4
  15. 15Autonomous AI agents vs standard workflow management tools0/4
Total namedOpenAI: 0/15Claude: 0/15Perplexity: 0/15Gemini: 1/15All assistants: 1/60
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 Gemini actually said

An answer that names the company

Gemininamed the company

“Best AI agent platforms for automating complex enterprise workflows”

… HappyRobot: This platform is designed for enterprises looking to automate high-volume, complex operational workflows end-to-end. It emphasizes compounding value across the entire operation and offers features like a proprietary telephony voice stack and a no-code canvas for building AI workers.

Elementum: Elementum's AI Workflow Orchestration platform runs AI agents alongside deterministic business rules and human decisions within a single workflow engine. It's built for governed, auditable workflows across various systems and data environments, keeping data within the user's …

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.

Share of mentions

CompanyShare
  1. HappyRobot
    100.0%
  2. Adept
    0.0%
  3. Levi.ai
    0.0%
  4. Cognosys
    0.0%
  5. HumaneAI
    0.0%
  6. MultiOn
    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
    ibm.com
    9
  2. 02
    ema.ai
    5
  3. 03
    kore.ai
    5
  4. 04
    moveworks.com
    5
  5. 05
    automationanywhere.com
    5
  6. 06
    gartner.com
    4
  7. 07
    analyticsinsight.net
    4
  8. 08
    mastra.ai
    4
  9. 09
    deloitte.com
    4
  10. 10
    zapier.com
    3

HappyRobot is in the study as a fintech infrastructure company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
1/15
Claude
0/15
OpenAI
0/15
Perplexity
0/15
Market comparisonSection 06

How HappyRobot 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
8

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
100

How positively AI describes the company

Site quality
80

How well built the website's own pages are

AI readiness
36

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 financial technology and data companies

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

Overall score
39
Ranks 94 of 574. Typical company: 29
Named in answers
1.7%
Ranks 267 of 574. Typical company: 1.7%
AI readiness
36
Ranks 83 of 574. Typical company: 29
Against its categorySection 08

Compared with fintech infrastructure companies

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

Overall score
39
Ranks 37 of 315. Typical company: 28
Named in answers
1.7%
Ranks 123 of 315. Typical company: 1.7%
AI readiness
36
Ranks 40 of 315. 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 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Can an AI agent check out here?

Not by itself. HappyRobot 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
77 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 86.1%
  • SitemapPassed

    An XML sitemap listing the pages, ideally referenced 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 31 of 100 · 97% of checks could run · checked on October 9, 2026 · www.happyrobot.ai · 2,200 companies scanned

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

AI readinessSection 10

The checks behind the AI readiness score

5 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

  • Passedrobots.txt publishedstudy: 85.1%
  • PassedXML sitemapstudy: 79.4%
  • PassedHTTP Link headers (RFC 8288)study: 42.5%

Content Accessibility

  • Not metMarkdown content negotiationstudy: 7.4%
  • Passedllms.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%
AI crawlersSection 11

What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 86% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI

  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly

AI search

  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly

Answering questions

  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

Take it with you

Get the full report on HappyRobot as a PDF

Every number on this page in a PDF you can keep and share with your team. Enter your work email to download it.

We’ll use your email to follow up about this report. Privacy policy

End of statement
All 2,219 companiesHow we measured this
Next step

Want AI assistants to name your company?

Book a 30-minute demo to see Rezolve Ai in action and what it can do for your business.

Request a demo