Source hierarchy
- Primary vendor: vendor pricing pages, vendor documentation, SOC 2 / GDPR attestations. Used for pricing, feature, and compliance claims.
- Verified user data: G2, Capterra, Trustpilot, Reddit. Used for user-experience and rating claims.
- Tier-1 financial media: Forbes Advisor, NerdWallet, FitSmallBusiness, Journal of Accountancy, Accounting Today.
- 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. Where a claim cannot be corroborated by documentation or independent review data, it is flagged as vendor-reported.
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.