Fact-Checking Policy

Every claim on this site is sourced.

Source hierarchy

1. Primary vendor: vendor pricing pages, vendor documentation, SOC 2 / GDPR attestations. Used for pricing, feature, and compliance claims.
2. Verified user data: G2, Capterra, Trustpilot, Reddit. Used for user-experience and rating claims.
3. Hands-on testing: our own account-opening and feature testing, with dates and screenshots.
4. Tier-1 financial media: Forbes Advisor, NerdWallet, FitSmallBusiness, Journal of Accountancy, Accounting Today.
5. Industry primary: AICPA, state CPA society publications.

Vendor blogs are never used as primary sources for factual claims about competitors. We cite vendor blogs only when reporting what a vendor says about itself.

Pricing verification

Pricing is re-verified against vendor pricing pages quarterly. Visible last-reviewed date on every review. Between-cycle changes corrected within 72 hours.

Feature verification

AI-feature claims (JAX reconciliation rate, Intuit Assist capabilities, Docyt HpAI training data) are cited to vendor documentation with access date. Hands-on testing corroborates or flags gaps.

When sources conflict

When vendor-claimed accuracy/capabilities conflict with third-party reviews or user reports (for example, vendor-claimed reconciliation accuracy vs. user-reported experience), we cite both and explain the discrepancy. We do not default to the higher number.