GEO · B2B SaaS (Accounting Software)
A Mid-Market Accounting Software Company
A mid-market accounting SaaS platform became one of the most-cited sources in AI answer engines for its category in under six months.
12 to 210
AI answer citations (monthly)
4% to 31%
Share of category AI mentions
+89%
Demo requests attributed to AI referral traffic
The challenge
The platform ranked respectably in traditional Google search, but was virtually invisible when prospects asked ChatGPT or Perplexity for accounting software recommendations, a growing share of their buyer research, based on their own sales team's feedback.
The strategy
We restructured the platform's content to be directly extractable by AI systems: clear comparison tables, explicit claims backed by data, consistent entity signals across the web, and structured data marking up product features and pricing. We also built a monitoring process to track how and when the platform was being cited across major AI platforms.
Overview
The platform’s sales team noticed prospects arriving already convinced, or already dismissive, based on conversations they’d had with AI assistants before ever visiting the site. Traditional SEO wasn’t built to influence that layer.
Approach
We audited how the platform was being represented (or ignored) across ChatGPT, Perplexity, and Google AI Overviews, then restructured core pages so claims were specific, sourced, and easy for language models to extract accurately. Entity consistency (the same facts, stated the same way, across the site, review platforms, and third-party mentions) became a core workstream alongside traditional content production.
Outcome
Within six months, the platform moved from an occasional mention to one of the most frequently cited platforms in its category across major AI answer engines.
“Our prospects were already asking AI tools which accounting software to trust. Workxcreative made sure the answer was us, consistently, across every platform that mattered.”