Challenge
CFOs and controllers increasingly ask ChatGPT, Perplexity or Google AI Overviews which tool to use for reporting, forecasting or consolidation. At the baseline measurement on January 27, 2026, Factview ranked #16 in the AI industry ranking, with a visibility score of 30% and a share of voice of just 1.0%. AI models knew Factview, but fifteen other brands were named more prominently.
Solution
Over four months, Factview worked through a complete GEO program: technical foundations, content rewritten for AI, authority building and, as the final step, a full structured data profile of the company. The Trackbase.ai platform served as the continuous measuring point: per prompt and per AI model, it showed where Factview ranked, how often it was cited and how it compared to each competitor.
Factview went from the middle of the pack to the most visible brand in AI answers in its market, and could prove every step of the climb.
Optimizing without measurement is guessing. Factview's story shows what changes when a software company knows exactly how AI models describe it, and against whom.
Known, but not the first name
Finance teams increasingly start their search for software with an AI assistant: which tool handles consolidation, what works with Exact Online or Twinfield, how to build a reliable cash flow forecast. At the baseline measurement on January 27, 2026, Factview ranked #16 in Trackbase's industry ranking. It appeared in 30% of prompt runs, but its share of all brand mentions in the category was just 1.0%.
That was a solid starting point, not a leading one. AI models had to work out for themselves what Factview was, what it did and for whom. Every competitor with clearer signals had an edge.
Four months of GEO, measured daily
Month 1: Foundation. An extensive audit covered AI visibility, competitors, crawlability by AI bots, Core Web Vitals, content and keywords. robots.txt was optimized for GPTBot, OAI-SearchBot, ClaudeBot and PerplexityBot, an llms.txt was added, and Google Search Console, Bing Webmaster Tools and GA4 were set up and linked. An entity mapping document and a Wikidata audit completed the foundation.
Month 2: Content. Existing pages were rewritten in GEO format: a direct answer in the first sentences, headings phrased as questions, statistics and authoritative sources. Research into People Also Ask and autocomplete led to FAQ sections, a central FAQ page and a topic cluster strategy with pillar pages.
Month 3: Authority and distribution. Author pages, author bylines and an optimized About page strengthened E-E-A-T. Off the site, a PR strategy covered Trustpilot, business listings and expert commentary, YouTube and LinkedIn were linked, Wikidata was optimized and a Wikipedia notability assessment was carried out.
Month 4: Measurement and optimization. The Google Business Profile and Bing Places were optimized, well-performing content was expanded and lagging content updated. The final step was a custom plugin that extends the existing Yoast schemas into one coherent, machine-readable profile: the organization, Factview FI as a software application, each service as its own entity, the integrations, cases, partners and FAQs.
Through it all, the Trackbase.ai platform showed per model, from ChatGPT to Google AI Mode, where Factview stood: mentions, citations, positions, sentiment and head-to-head results against each competitor.
Results after four months
The numbers are unambiguous. Factview climbed from #16 to #1 in the industry ranking and is now the most visible brand of the 1,500+ domains AI models mention in its category, ahead of Speedbooks, Exact, Prophix and Moneybird. The visibility score doubled from 30% to nearly 60%, and share of voice grew sevenfold, from 1.0% to 7.0%.
AI models don't just mention Factview, they use it as a source. In the last 30 days, Factview was mentioned 1,241 times in AI answers and cited as a source 707 times. Not one of the rated citations was negative: 209 were positive and 124 neutral.
The visibility is broad, too. Factview appears in Claude, Perplexity, Gemini, Google AI Overviews and Google AI Mode, with an average position of #2 in Claude and Gemini answers. And when AI models name Factview next to a competitor, Factview comes out ahead of NetSuite in 81% of cases and ahead of Prophix in 74%.