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

MoneyThumb

moneythumb.com

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.
190 of 2,219
its rank by overall score
Place in its category
25th of 315 fintech infrastructure companies
Closing balance

Named in

8of 60 answers

by 4 of 4 assistants

Statement note

What this means for MoneyThumb

AI assistants name MoneyThumb in 13.3% of their answers, which is much more often than the typical company in its sector, at 1.7%. Its overall score is 41 out of 100, ranking 190th of 2,219 companies studied. The website passes 3 out of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned MoneyThumb by name. AI assistants named it in 8 of the 60 answers. Counting only how often it is named, it ranks 89th of 574 in its sector. The typical financial technology and data company is named in 1.7% of answers.

Overall score
41Overall score
  • Visibility21
  • Citations5
  • Sentiment100
  • Site quality73
  • AI readiness21
Summary of account
Named by AI in
13.3%
8 of 60 answers
Share of mentions
42.1%
of the mentions of it and its 5 peers
AI readiness
3/14
technical checks passed. Typical for its sector: 4
Rank in its sector
54 of 574
by overall score, where the typical financial technology and data company scores 29

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Line itemsSection 01

Every question, and where the company came up

MoneyThumb came up on 3 of 15 questions. Open any window to read that answer.

  1. 01How can mortgage lenders use automated bank statement analysis to detect questionable activity in loan applications?0/4
  2. 02What can cause errors when converting PDF bank statements into accounting formats like .QBO or .CSV?0/4
  3. 03What are the best financial document conversion tools for lenders looking to streamline bank statement analysis?3/4
  4. 04What are some alternatives to using a dedicated financial document converter for processing bank statements?0/4
  5. 05Why is a financial document converter failing to recognize transactions accurately during statement conversion?0/4
  6. 06Is it worth investing in specialized software for converting financial documents for small business accounting?0/4
  7. 07Best practices for ensuring accuracy when using financial file conversion tools for accounting and lending.0/4
  8. 08What is the process for importing converted bank statements into common accounting software platforms?0/4
  9. 09Do AI-driven bank statement analyzers save time compared to traditional spreadsheet workflows for lenders?0/4
  10. 10PDF to .QBO conversion tools vs. manual data entry for accounting—what are the pros and cons?0/4
  11. 11Which financial file converters are most reliable for mortgage professionals handling multiple client statements?4/4
  12. 12What is the average cost of financial file conversion tools for small businesses in the US?1/4
  13. 13How do manual reconciliation and spreadsheet imports compare as alternatives to automated financial file analysis?0/4
  14. 14How does AI-powered financial fraud detection compare to manual review methods for small business lenders?0/4
  15. 15Are there subscription tiers for AI-powered financial fraud detection software used by lenders?0/4
Total namedOpenAI: 1/15Claude: 2/15Perplexity: 2/15Gemini: 3/15All assistants: 8/60
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 Perplexity actually said

An answer that names the company

Perplexitynamed the company

“Which financial file converters are most reliable for mortgage professionals handling multiple client statements?”

For mortgage professionals processing multiple client statements, the strongest options are:

Converter · Best fit · Why it stands out

MoneyThumb · High-volume lending operations · Supports thousands of bank-statement formats, accounting-ready exports, cash-flow extraction, watermarking, and fraud-detection features.

AutoBankStatement · Flexible PDF-to-Excel/CSV conversion · Handles digital and scanned statements, password-protected PDFs, and multiple files in one session; it reports processing times under two minutes and 99.95% uptime.

Bank-Stat …

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.

Also named

CompanyTimes named
  1. 01
    Ocrolus
    7

Share of mentions

CompanyShare
  1. MoneyThumb
    42.1%
  2. Ocrolus
    42.1%
  3. Plaid (Income, Assets & Monitor Products)
    15.8%
  4. Fiserv (Deposit Statement Analysis)
    0.0%
  5. Validis
    0.0%
  6. FlashSpread by Ocrolus
    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
    docuclipper.com
    18
  2. 02
    moneythumb.com (its own website)
    13
  3. 03
    inscribe.ai
    8
  4. 04
    capyparse.com
    7
  5. 05
    rows.com
    5
  6. 06
    lido.app
    5
  7. 07
    clearstaq.com
    4
  8. 08
    linkedin.com
    4
  9. 09
    localextract.app
    4
  10. 10
    uptiq.ai
    4

MoneyThumb 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
3/15
Claude
2/15
Perplexity
2/15
OpenAI
1/15
Market comparisonSection 06

How MoneyThumb 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
21

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

Citations
5

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

Sentiment
100

How positively AI describes the company

Site quality
73

How well built the website's own pages are

AI readiness
21

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
41
Ranks 54 of 574. Typical company: 29
Named in answers
13.3%
Ranks 89 of 574. Typical company: 1.7%
AI readiness
21
Ranks 401 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
41
Ranks 21 of 315. Typical company: 28
Named in answers
13.3%
Ranks 34 of 315. Typical company: 1.7%
AI readiness
21
Ranks 215 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. MoneyThumb 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

The website runs on WooCommerce.

Show every check, for your technical team
Discoverability
75 of 100
  • robots.txtPassed

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

    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 DiscoveryPassed

    SVCB or HTTPS records under _agents that advertise agent endpoints.

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

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

    study: 6.2%
  • llms.txtPassed

    An llms.txt that tells language models what the site offers.

    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 37 of 100 · 97% of checks could run · checked on October 9, 2026 · www.moneythumb.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

3 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%
  • Not metXML sitemapstudy: 79.4%
  • Not metHTTP 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.

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ShareSection 12

Share this result

Overall score 41 of 100 badge for MoneyThumb

A badge of this result that you can show on your own website. Copy the code below.

<a href="https://aeo-audit.rezolve.com/us/finance/moneythumb.com"><img src="https://aeo-audit.rezolve.com/finance/badges/moneythumb.com.svg" alt="Overall score 41 of 100, Finance AI Visibility Study 2026" width="280" height="64"></a>
End of statement
All 2,219 companiesHow we measured this
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