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

Patriot Software

patriotsoftware.com

Accounting, tax and payrollFinancial technology and data

Money20/20 attendee

Statement period
October 9, 2026
when the AI assistants were asked
Account no.
204 of 2,219
its rank by overall score
Place in its category
10th of 32 accounting, tax and payroll companies
Closing balance

Named in

4of 60 answers

by 3 of 4 assistants

Statement note

What this means for Patriot Software

AI assistants name this accounting, tax or payroll company in 6.7% of answers, which is more often than the typical company in its sector at 1.7%. Its overall score is 41 out of 100, ranking 204th of 2,219, and 54th of 574 in its sector. The website passes 6 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about its market, so no question mentioned Patriot Software by name. AI assistants named it in 4 of the 60 answers. Counting only how often it is named, it ranks 155th of 574 in its sector. The typical financial technology and data company is named in 1.7% of answers.

Overall score
41Overall score
  • Visibility7
  • Citations2
  • Sentiment100
  • Site quality87
  • AI readiness43
Summary of account
Named by AI in
6.7%
4 of 60 answers
Share of mentions
8.5%
of the mentions of it and its 5 peers
AI readiness
6/14
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

Patriot Software came up on 2 of 15 questions. Open any window to read that answer.

  1. 01Are there hidden fees when using payroll software for small companies?0/4
  2. 02Payroll software vs. traditional payroll providers for small businesses—pros and cons?0/4
  3. 03Is online accounting software worth it for businesses with fewer than 500 employees?0/4
  4. 04How does all-in-one accounting and payroll software compare to using separate tools for each?0/4
  5. 05What are the best accounting and payroll software solutions for small businesses in the US?3/4
  6. 06What are alternatives to traditional payroll services for startups?0/4
  7. 07What can I use if I only need basic payroll processing for a small team?1/4
  8. 08How much does typical online accounting software for small businesses cost per month?0/4
  9. 09Which online accounting platforms are easiest for small business owners to use?0/4
  10. 10Best options for simple bookkeeping if I don’t want a full-featured accounting platform?0/4
  11. 11What are some real-world examples of small businesses streamlining operations with cloud-based payroll systems?0/4
  12. 12What to do if your accounting software isn’t syncing with your bank accounts?0/4
  13. 13What should small business owners look for when choosing affordable payroll software?0/4
  14. 14How do you resolve common issues with online payroll tax calculations?0/4
  15. 15How can integrated payroll and accounting software simplify year-end tax filing for small businesses?0/4
Total namedOpenAI: 0/15Claude: 1/15Perplexity: 1/15Gemini: 2/15All assistants: 4/60
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

“What are the best accounting and payroll software solutions for small businesses in the US?”

… Patriot Software · Budget-conscious US businesses · Low-cost accounting and payroll under one login; particularly suited to US-based small businesses · Less extensive ecosystem and reporting than QuickBooks

Xero + Gusto · Businesses wanting flexible cloud accounting · Strong collaboration, bank feeds, invoicing, and inventory capabilities; Gusto provides payroll · Requires two subscriptions and integration setup

Zoho Books + Zoho Payroll · Businesses seeking value and broad business-app integration · Affordable accounting, expense tracking, inventory, and connected b …

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
    Gusto
    20
  2. 02
    OnPay
    9
  3. 03
    Paychex Flex
    5

Share of mentions

CompanyShare
  1. Gusto
    31.9%
  2. QuickBooks Payroll (Intuit)
    21.3%
  3. OnPay
    19.1%
  4. Paychex Flex
    14.9%
  5. Patriot Software
    8.5%
  6. RUN Powered by ADP
    4.3%
ReferrersSection 04

Websites the AI used as sources

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

  1. 01
    quickbooks.intuit.com
    17
  2. 02
    inovapayroll.com
    12
  3. 03
    uschamber.com
    12
  4. 04
    gusto.com
    11
  5. 05
    adp.com
    10
  6. 06
    fitsmallbusiness.com
    10
  7. 07
    joinhomebase.com
    9
  8. 08
    forbes.com
    9
  9. 09
    xero.com
    8
  10. 10
    business.org
    8

Patriot Software is in the study as an accounting, tax or payroll company.

By assistantSection 05

Which AI assistants named the company

Answers naming it, out of answers received

Gemini
2/15
Perplexity
1/15
Claude
1/15
OpenAI
0/15
Market comparisonSection 06

How Patriot Software 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
7

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

Citations
2

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

Sentiment
100

How positively AI describes the company

Site quality
87

How well built the website's own pages are

AI readiness
43

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
6.7%
Ranks 155 of 574. Typical company: 1.7%
AI readiness
43
Ranks 29 of 574. Typical company: 29
Against its categorySection 08

Compared with accounting, tax and payroll companies

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

Overall score
41
Ranks 9 of 32. Typical company: 38
Named in answers
6.7%
Ranks 21 of 32. Typical company: 15.0%
AI readiness
43
Ranks 2 of 32. 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. Patriot Software 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
100 of 100
  • Markdown negotiationPassed

    Requests sent with Accept: text/markdown receive a markdown version of the page.

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

6 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

  • PassedMarkdown 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 Patriot Software

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/patriotsoftware.com"><img src="https://aeo-audit.rezolve.com/finance/badges/patriotsoftware.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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