When someone asks AI about how much they can borrow — are you in the answer?
The first mortgage conversation now happens with software. How much can I borrow, what will it cost, is a broker free, what does an offset actually do — all asked and answered before a broker is contacted. Brokers whose credit licence, lender panel and fee position are readable become the names in that answer; the rest are found only after the borrower already has a plan.
When someone asks AI about what a financial adviser charges — is yours knowable?
Anyone can claim to put clients first. What a prospective client actually asks an assistant is what advice costs, whether the adviser is fee-for-service, what the Statement of Advice covers, and whether they are on the ASIC register. Fee transparency is the whole trust signal, and it is the thing advice sites most often leave for the first meeting.
When someone asks AI about an accountant for a business like theirs — is it you?
Business owners ask assistants for an accountant who understands their structure — a trust, a company, a sole trader with contractors — and what it should cost. Registration as a tax agent is checkable and expected. What separates firms in the answer is whether they said, in text, which kinds of business they actually work with.
When someone asks AI about which loan actually suits them — is yours described right?
Rate tables were the last decade's comparison layer. This one is an assistant reading terms and answering “which of these actually suits me”. Comparison rate, fees, eligibility and the conditions attached to an introductory rate are what it reads. A product page that states them plainly gets compared accurately; one that does not gets compared badly or skipped.
We ask what your customers ask
Not keywords — the actual questions people put to ChatGPT, Claude and Gemini before they choose. Then we read back who got named, and whether it was you.
We put a representative set to each assistant and read back who got named — and whether it was you. See what an assistant does with one of these →
The checks that only matter in finance & banking
Every scan covers crawler access, schema and content. These are the ones an Australian finance & banking buyer — and the assistant answering for them — actually asks about.
Accreditation as text, not a badge
We look for SAA accreditation or NETCC Approved Seller and a licence number written out in words. A badge image proves nothing to an assistant asked “are they accredited?”.
A link to the real regulator
Referencing the AER or your energy ombudsman is a legitimacy signal assistants weigh heavily — and its absence reads as an operator who might not be licensed at all.
A real number, somewhere
One indicative figure — “6.6 kW from $4,990 installed”, or a c/kWh rate — is the difference between being usable in an answer about cost and being skipped. “Request a quote” cannot be quoted.
Plan terms a machine can compare
Exit fees, contract length, benefit period, and how you sit against the DMO/VDO — as text. In a downloadable PDF they're invisible, so you're left out of “which retailer has no exit fees?”.
Where you actually work
Almost every question of this kind put to an assistant has a place in it. We check that you've named your regions, cities or postcodes rather than implying them.
Accreditation as text, not a badge
We look for SAA accreditation or NETCC Approved Seller and a licence number written out in words. A badge image proves nothing to an assistant asked “are they accredited?”.
A link to the real regulator
Referencing the AER or your energy ombudsman is a legitimacy signal assistants weigh heavily — and its absence reads as an operator who might not be licensed at all.
A real number, somewhere
One indicative figure — “6.6 kW from $4,990 installed”, or a c/kWh rate — is the difference between being usable in an answer about cost and being skipped. “Request a quote” cannot be quoted.
Plan terms a machine can compare
Exit fees, contract length, benefit period, and how you sit against the DMO/VDO — as text. In a downloadable PDF they're invisible, so you're left out of “which retailer has no exit fees?”.
Accreditation as text, not a badge
We look for SAA accreditation or NETCC Approved Seller and a licence number written out in words. A badge image proves nothing to an assistant asked “are they accredited?”.
A link to the real regulator
Referencing the AER or your energy ombudsman is a legitimacy signal assistants weigh heavily — and its absence reads as an operator who might not be licensed at all.
A real number, somewhere
One indicative figure — “6.6 kW from $4,990 installed”, or a c/kWh rate — is the difference between being usable in an answer about cost and being skipped. “Request a quote” cannot be quoted.
Where you actually work
Almost every question of this kind put to an assistant has a place in it. We check that you've named your regions, cities or postcodes rather than implying them.
A link to the real regulator
Referencing the AER or your energy ombudsman is a legitimacy signal assistants weigh heavily — and its absence reads as an operator who might not be licensed at all.
A real number, somewhere
One indicative figure — “6.6 kW from $4,990 installed”, or a c/kWh rate — is the difference between being usable in an answer about cost and being skipped. “Request a quote” cannot be quoted.
Plan terms a machine can compare
Exit fees, contract length, benefit period, and how you sit against the DMO/VDO — as text. In a downloadable PDF they're invisible, so you're left out of “which retailer has no exit fees?”.
Accreditation as text, not a badge
We look for SAA accreditation or NETCC Approved Seller and a licence number written out in words. A badge image proves nothing to an assistant asked “are they accredited?”.
Why good operators come back invisible
None of these are marketing problems. They're all a fact that exists in your business but not in a form a machine can read.
Scan, see it, fix it
The scan and the report cost nothing and need no account. You only pay if you want to keep editing after the fixes are in.
Scan your sitefree
Enter your URL and confirm your business email — one code, so a competitor can't scan you and read your gaps.
Read the reportfree
Your score, what AI currently believes about you, who it recommends instead, and every issue ranked by what it costs you. Download it as a document.
Fix themfree
Open your report as a working list. Each issue has the exact change to make — click one, we make it, and re-check that item on the spot.
Keep it current
Prices, rebates and accreditations change. A plan keeps your record editable and re-scanned, so what AI says about you stays true.
Before you scan
Why do you need my business email?
Because the report lists exactly where a business is weak, and that's not something a competitor should be able to pull on you. One 6-digit code proves you're on the inside before we show it. We don't add you to anything.
Is this just an SEO audit with a new name?
No. SEO asks whether you rank in a list of links. This asks whether an assistant can read your page at all without JavaScript, whether your accreditation and prices exist as facts rather than pictures, and what the assistants actually say when asked to recommend someone in your trade. We put the questions to them and quote the answers back.
What if the scan gets my segment wrong?
Then you've already learned something. We work out what kind of finance & banking business you are the same way an assistant does — by reading your pages, with no inside knowledge of you. So if we read you as financial advice when you’re mortgage & finance broking, that is what ChatGPT and Gemini are concluding too, and it's why you're missing from the questions you should be winning. Being unreadable and being miscategorised cost you the same customers.
Pick the right one above and scan again to see what you should look like. The segment decides which checks apply, so an installer is never marked down for having no tariff terms and a retailer is never asked which panels it uses — checks that don't apply are excluded from your score rather than counted against you.
Do I have to change my website to act on this?
No. The fixes write to your Agoria business record, which publishes the machine-readable version assistants read — your existing site stays exactly as it is. If you'd rather hand the whole thing over, our team can do it for you.
How current is this?
The scan runs live against your site and against the assistants each time — nothing is cached from an earlier run. Scores are weighted by published research on what actually drives AI citation, and every finding is tagged with how strongly it's evidenced. Read the methodology.