AI Pipeline ReportPrepared by Brightpath Digital (sample agency)

Ledgerly

Q3 2026 · Jul 1, 2026 to Sep 30, 2026
AI assistants sent at least $384k of pipeline across 12 tracked deals, plus $180k where buyers said an AI assistant sent them. Competitors were recommended instead of Ledgerly on 27 of 33 tracked buyer questions.
$564k
AI pipeline
tracked + self-reported
$42k
Closed-won from AI
2 deals
44%
Share of AI answers
Ledgerly named or cited
809
AI-referred sessions
5.1% of all sessions

Tracked AI deals were 19% of all new pipeline this period.

01

What we recommend

  1. Sample text: the agency writes these by hand for each client.
  2. Publish an Invoxa comparison focused on approval workflows; Invoxa wins those questions on all three assistants.
  3. Add a Slack integration page; no Ledgerly page is cited for Slack approval questions.
  4. Add 'How did you hear about us?' to the demo form so AI-influenced Direct visits get counted.
02

Pipeline by assistant

Open and won pipeline from deals whose buyer first arrived from each assistant, including self-reported deals.

AssistantPipelineSessions
ChatGPT
$240k499
Perplexity
$240k191
AI (unspecified)
$48k0
Gemini
$36k74
Copilot
$027
Claude
$018
03

Deals from AI assistants

Likely questions are estimates, because assistants never tell a website what was asked. Strong means that exact landing page was cited in the answer; Possible means a page in the same section was.

DealAmountStageSourceLanding page and likely questions
Maple Learning 10 - Ledgerly annual$90kContract sentPerplexity
Tracked
/features/invoice-automation
Strong Which bill pay tools sync with Xero and NetSuite?
Strong Which AP automation tools have the best OCR for invoices?
Beacon Schools 14 - Ledgerly annual$90kQualified to buyPerplexity
Self-reported
/
Strong Which AP tools are easiest to set up?
Strong AP automation software that integrates with NetSuite
Yarrow Foods 8 - Ledgerly annual$60kQualified to buyChatGPT
Tracked
/features/invoice-automation
Strong Which bill pay tools sync with Xero and NetSuite?
Strong Which AP automation tools have the best OCR for invoices?
Pinecrest Legal 9 - Ledgerly annual$60kQualified to buyPerplexity
Tracked
/integrations/netsuite
Strong What are the leading accounts payable platforms for startups?
Strong Ledgerly vs Invoxa: which is better?
Nimbus Ops 3 - Ledgerly annual$48kQualified to buyChatGPT
Tracked
/integrations/netsuite
Strong What are the leading accounts payable platforms for startups?
Strong Ledgerly vs Invoxa: which is better?
Redwood Fintech 15 - Ledgerly annual$48kContract sentAI (unspecified)
Self-reported
/
Strong Which AP tools are easiest to set up?
Strong AP automation software that integrates with NetSuite
Xenon Bio 12 - Ledgerly annual$36kPresentation scheduledGemini
Tracked
/features/invoice-automation
Strong Which bill pay tools sync with Xero and NetSuite?
Strong Which AP automation tools have the best OCR for invoices?
Bluefin Health 6 - Ledgerly annual$30kContract sentChatGPT
Tracked
/features/approval-workflows
Strong AP software with a HubSpot or Salesforce integration
Possible Which bill pay tools sync with Xero and NetSuite?
Willow CRM 4 - Ledgerly annual$24kAppointment scheduledChatGPT
Tracked
/compare/ledgerly-vs-invoxa
Strong Which AP automation tools have the best OCR for invoices?
Strong Is there free AP automation software?
Acme Analytics 16 - Ledgerly annual$24kClosed wonChatGPT
Self-reported
/
Strong Which AP tools are easiest to set up?
Strong AP automation software that integrates with NetSuite
Granite Cloud 2 - Ledgerly annual$18kPresentation scheduledChatGPT
Tracked
/compare/ledgerly-vs-invoxa
Strong Which AP automation tools have the best OCR for invoices?
Strong Is there free AP automation software?
Atlas Freight 7 - Ledgerly annual$18kContract sentChatGPT
Tracked
/compare/ledgerly-vs-invoxa
Strong Which AP automation tools have the best OCR for invoices?
Strong Is there free AP automation software?
Juniper Retail 13 - Ledgerly annual$18kClosed wonChatGPT
Self-reported
/
Strong Which AP tools are easiest to set up?
Strong AP automation software that integrates with NetSuite
Redwood Fintech 5 - Ledgerly annual$60kClosed lost
Not counted
ChatGPT
Tracked
/integrations/quickbooks
Strong Which AP automation tool has better NetSuite integration?
Strong Top alternatives to manual invoice approval in spreadsheets
Evergreen HR 11 - Ledgerly annual$36kClosed lost
Not counted
Perplexity
Tracked
/
Strong Which AP tools are easiest to set up?
Strong AP automation software that integrates with NetSuite
Northwind SaaS 1 - Ledgerly annual$30kClosed lost
Not counted
ChatGPT
Tracked
/features/invoice-automation
Strong Which bill pay tools sync with Xero and NetSuite?
Strong Which AP automation tools have the best OCR for invoices?
04

Who gets recommended

Share of 99 answers to 33 tracked buyer questions where each brand is named or cited. Ledgerly is highlighted.

BrandShareNamed first
Invoxa
49%27%
Ledgerly
44%30%
Payvault
37%23%
BillCrate
33%20%
By assistantChatGPTPerplexityGemini
Invoxa61%52%36%
Ledgerly48%45%39%
Payvault42%36%33%
BillCrate36%30%33%
05

Questions competitors win

27 of 33 questions have at least one assistant recommending a competitor without mentioning Ledgerly. The 15 most lost are below.

QuestionLost onRecommended insteadTheir cited pages
What do reviewers say about Invoxa's approval workflows?
Comparison
ChatGPT Perplexity GeminiInvoxa, PayvaultPayvault /solutions/mid-market
Invoxa /product/ap
Invoice approval tools that work in Slack
Integration
ChatGPT Perplexity GeminiInvoxa, PayvaultPayvault /
Invoxa /
How to automate vendor onboarding and W-9 collection
Problem
ChatGPT PerplexityPayvault, InvoxaInvoxa /product/ap
Payvault /
Which invoice processing software do finance teams recommend?
Category
ChatGPT PerplexityPayvault, BillCratePayvault /
BillCrate /blog/ap-automation
BillCrate vs Invoxa for invoice approvals
Comparison
ChatGPT PerplexityPayvault, Invoxa, BillCratePayvault /
Invoxa /pricing
Is Payvault good for mid-market companies?
Comparison
ChatGPT GeminiPayvault, Invoxa, BillCratePayvault /
Invoxa /
AP automation pricing per invoice vs per user
Pricing
ChatGPT PerplexityInvoxa, BillCrateBillCrate /blog/ap-automation
Invoxa /pricing
What is the best accounts payable automation software for a SaaS company?
Category
ChatGPT GeminiInvoxa, BillCrate, PayvaultInvoxa /product/ap
Invoxa /
Best invoice automation for QuickBooks Online
Integration
ChatGPT PerplexityPayvault, InvoxaInvoxa /product/ap
Payvault /
How do I speed up invoice approvals?
Problem
Perplexity GeminiInvoxa, Payvault, BillCrateInvoxa /product/ap
Payvault /solutions/mid-market
What software automates three-way matching?
Category
GeminiPayvault, Invoxa, BillCrateInvoxa /pricing
BillCrate /blog/ap-automation
Compare AP automation tools by price
Comparison
ChatGPTInvoxa, BillCrateBillCrate /blog/ap-automation
Best AP automation tools for mid-market companies in 2026
Category
ChatGPTBillCrateBillCrate /
Best bill pay software for companies with 50 to 500 employees
Category
ChatGPTPayvault, InvoxaInvoxa /product/ap
Payvault /solutions/mid-market
Most affordable AP automation software
Category
GeminiInvoxa, Payvault, BillCrateInvoxa /product/ap
BillCrate /blog/ap-automation
06

Pages that earn AI traffic and citations

PageAI sessionsAI dealsPipelineQuestions citing it
/features/invoice-automation664$186k4
/725$180k2
/integrations/netsuite972$108k4
/compare/ledgerly-vs-invoxa1693$60k8
/features/approval-workflows311$30k1
/blog/best-ap-automation-software1850$04
/pricing980$03
/blog/three-way-matching-guide630$02
/integrations/quickbooks281$05
07

How this was measured

Pipeline
HubSpot deals created between Jul 1, 2026 and Sep 30, 2026, excluding closed-lost. A deal counts as AI-sourced when its contact's first referrer, UTM source or original-source detail is an AI assistant (tracked), or when the contact said so on a form (self-reported).
It's a floor
Visits where someone reads an AI answer and then searches or types the URL show up as Direct or Organic Search, and some apps strip the referrer.
Questions
33 buyer questions were asked to ChatGPT, Perplexity and Gemini through their search-enabled APIs (1 run each). API answers are close to, but not identical to, what people see in the apps.
Likely questions
Matched through cited pages: if an answer cited the page the buyer landed on, that question is a likely path. It's an estimate, not the buyer's actual question.