FinanceCopilotHQ Vendor Schema v2
FinanceCopilotHQ Vendor Schema v2 — Implementation-ready schema converting the 50-vendor database into a fully structured, scalable taxonomy. Covers: Master Taxonomy · Field Definitions · Vendor Page Template · Comparison Page Template · AI Scoring Methodology · WordPress Custom Field Structure. Version 2.0 | June 2026.
Component 1: Master Vendor Taxonomy
Hierarchical classification system for all FinTech vendors. Each vendor is assigned one Primary Category, one Subcategory, and one or more Market Segment tags.
1A — Primary Category Registry
| Cat ID | Primary Category | Category Slug | Description | Vendor Count (v1 DB) |
|---|---|---|---|---|
| CAT-01 | Accounting & Tax Software | accounting-tax | General ledger, bookkeeping, tax prep, and compliance for businesses and individuals | 3 |
| CAT-02 | Enterprise Resource Planning (ERP) | erp | Integrated financial management suites for mid-market to enterprise organizations | 4 |
| CAT-03 | Payment Processing & Infrastructure | payments | Payment gateways, acquiring, processing networks, and embedded finance infrastructure | 4 |
| CAT-04 | AP/AR & Spend Automation | ap-ar-spend | Accounts payable, accounts receivable, procurement, and spend management platforms | 5 |
| CAT-05 | Corporate Cards & Expense Management | cards-expense | Corporate card programs, T&E, reimbursement, and employee spend control | 5 |
| CAT-06 | Financial Planning & Analysis (FP&A) | fpa-planning | Budgeting, forecasting, scenario modeling, and connected planning for finance teams | 6 |
| CAT-07 | Financial Close & Reporting | close-reporting | Month-end close management, reconciliation, consolidation, and statutory reporting | 4 |
| CAT-08 | Tax Compliance Technology | tax-compliance | Sales tax, VAT, indirect tax determination, filing, and compliance automation | 2 |
| CAT-09 | Treasury & Cash Management | treasury | Treasury management systems, cash forecasting, FX risk, and liquidity optimization | 2 |
| CAT-10 | Order-to-Cash Automation | order-to-cash | Collections, cash application, credit management, and receivables automation | 1 |
| CAT-11 | Subscription & Revenue Management | subscription-revenue | Subscription billing, revenue recognition (ASC 606/IFRS 15), and SaaS metrics | 4 |
| CAT-12 | HR, Payroll & Workforce Finance | hr-payroll | Payroll processing, benefits administration, employer of record, and global hiring | 3 |
| CAT-13 | Open Banking & Data Infrastructure | open-banking | Bank connectivity APIs, financial data aggregation, and account verification | 1 |
| CAT-14 | Core Banking & Lending Technology | core-banking-lending | Core banking systems, loan origination, digital lending, and neobank infrastructure | 7 |
| CAT-15 | Equity & Cap Table Management | equity-captable | Cap table software, equity plan administration, 409A valuations, and fund management | 1 |
| CAT-16 | BI, Analytics & AI-Native Finance | bi-analytics-ai | Business intelligence, financial analytics dashboards, and AI-native accounting platforms | 3 |
1B — Subcategory Registry
| Sub ID | Subcategory Name | Parent Cat ID | Subcategory Slug | Key Differentiator |
|---|---|---|---|---|
| SUB-01 | SMB Accounting | CAT-01 | smb-accounting | Designed for businesses under 100 employees; cloud-first, low setup friction |
| SUB-02 | Enterprise Accounting | CAT-01 | enterprise-accounting | Multi-entity, multi-currency, complex consolidation; ERP-adjacent features |
| SUB-03 | Tax Preparation | CAT-01 | tax-prep | Consumer and SMB federal/state tax filing, e-filing, and refund optimization |
| SUB-04 | Cloud ERP | CAT-02 | cloud-erp | Fully cloud-native ERP; subscription delivery; rapid deployment |
| SUB-05 | Enterprise ERP | CAT-02 | enterprise-erp | On-premise or hybrid; deep customization; global compliance; Fortune 500 focus |
| SUB-06 | Payment Gateway | CAT-03 | payment-gateway | Developer-first API payments; online checkout; card-not-present transactions |
| SUB-07 | Payment Acquiring | CAT-03 | payment-acquiring | Direct acquiring; interchange management; omnichannel (in-store + online) |
| SUB-08 | Embedded Finance Infrastructure | CAT-03 | embedded-finance | BaaS, open banking APIs, Treasury-as-a-Service; fintech builder tools |
| SUB-09 | AP Automation | CAT-04 | ap-automation | Invoice capture, approval workflows, supplier payments, PO matching |
| SUB-10 | AR Automation | CAT-04 | ar-automation | Invoice delivery, payment portals, cash application, collections workflows |
| SUB-11 | Procurement & Spend Management | CAT-04 | procurement-spend | Strategic sourcing, supplier management, PO lifecycle, spend analytics |
| SUB-12 | Corporate Card Programs | CAT-05 | corporate-cards | Virtual/physical card issuance, real-time spend controls, rewards programs |
| SUB-13 | T&E Expense Management | CAT-05 | te-expense | Receipt capture, expense reports, travel booking integration, policy enforcement |
| SUB-14 | Business Budgeting & Forecasting | CAT-06 | budgeting-forecasting | Bottom-up/top-down budgeting; rolling forecasts; driver-based models |
| SUB-15 | Connected Planning / xP&A | CAT-06 | connected-planning | Cross-functional planning (finance, HR, supply chain, sales) on unified platform |
| SUB-16 | Strategic Finance Platform | CAT-06 | strategic-finance | Investor-grade metrics, SaaS KPIs, board reporting; CFO-centric workflow |
| SUB-17 | Financial Close Management | CAT-07 | close-management | Close task checklists, reconciliation workflows, journal entry automation |
| SUB-18 | Corporate Performance Management | CAT-07 | cpm | Consolidation, management reporting, statutory close; replacing legacy Hyperion/BPC |
| SUB-19 | Financial & SEC Reporting | CAT-07 | financial-reporting | XBRL tagging, SEC/EDGAR filing, audit-ready documentation, ESG reporting |
| SUB-20 | Sales Tax & Indirect Tax | CAT-08 | sales-tax | US/global sales tax calculation, filing, exemption certificates, nexus management |
| SUB-21 | Enterprise Tax Technology | CAT-08 | enterprise-tax | Transfer pricing, corporate income tax, VAT/GST compliance for large enterprises |
| SUB-22 | Treasury Management System (TMS) | CAT-09 | tms | Cash positioning, bank connectivity, debt/investment management, FX hedging |
| SUB-23 | Cash Flow Forecasting | CAT-09 | cash-forecasting | Short/long-term cash projections; AI-driven; bank-feed powered |
| SUB-24 | Subscription Billing | CAT-11 | subscription-billing | Recurring billing engine; dunning; proration; metered/usage billing |
| SUB-25 | Revenue Recognition | CAT-11 | revenue-recognition | ASC 606 / IFRS 15 compliance; deferred revenue; contract modifications |
| SUB-26 | Domestic Payroll | CAT-12 | domestic-payroll | US/single-country payroll; tax filing; benefits; workers’ comp |
| SUB-27 | Global Payroll & EOR | CAT-12 | global-payroll-eor | Multi-country payroll; employer of record; contractor management; compliance |
| SUB-28 | Bank Data Aggregation | CAT-13 | bank-aggregation | Read-access to bank accounts via OAuth; transaction enrichment; identity verification |
| SUB-29 | Core Banking Platform | CAT-14 | core-banking | Deposits, loans, GL ledger for banks and credit unions; often legacy replacement |
| SUB-30 | Cloud-Native Banking | CAT-14 | cloud-native-banking | API-first, microservices; designed for neobanks and challenger banks |
| SUB-31 | Loan Origination & Digital Lending | CAT-14 | loan-origination | LOS, digital mortgage, SMB lending; automated underwriting; bank CRM |
| SUB-32 | Cap Table Management | CAT-15 | cap-table | Shareholder registry, option pool management, 409A, fundraising modeling |
| SUB-33 | Business Intelligence (BI) | CAT-16 | bi-dashboards | Self-serve dashboards, data connectors, executive reporting, embedded analytics |
| SUB-34 | AI-Native Accounting | CAT-16 | ai-accounting | Autonomous bookkeeping driven by LLMs and ML; minimal human intervention |
1C — Market Segment Tags
| Tag ID | Segment Tag | Tag Slug | Employee Range | Annual Revenue Range | Typical Deal Size |
|---|---|---|---|---|---|
| SEG-01 | Solo / Freelancer | solo | 1 | < $500K | < $200/yr |
| SEG-02 | Micro Business | micro | 2–10 | $500K – $2M | $200–$1K/yr |
| SEG-03 | Small Business (SMB) | smb | 11–100 | $2M – $20M | $1K–$10K/yr |
| SEG-04 | Mid-Market | mid-market | 101–1,000 | $20M – $500M | $10K–$100K/yr |
| SEG-05 | Enterprise | enterprise | 1,001–10,000 | $500M – $5B | $100K–$1M/yr |
| SEG-06 | Large Enterprise / Global | large-enterprise | 10,000+ | $5B+ | $1M+/yr |
| SEG-07 | Startup / VC-Backed | startup | 1–50 | Pre-revenue – $10M | $0–$5K/yr (often free tier) |
| SEG-08 | Financial Institution | financial-institution | Any | Any | $50K–$5M/yr |
| SEG-09 | FinTech / Neobank | fintech-neobank | Any | Any | Consumption-based |
| SEG-10 | Accounting Firm / CPA | accounting-firm | Any | Any | Partner pricing |
1D — Deployment Model Tags
| Tag ID | Deployment Model | Slug | Definition |
|---|---|---|---|
| DEP-01 | Cloud SaaS (Multi-Tenant) | cloud-saas | Shared cloud infrastructure; automatic updates; subscription delivery |
| DEP-02 | Cloud SaaS (Single-Tenant) | cloud-single-tenant | Dedicated cloud instance; higher security; custom update schedules |
| DEP-03 | On-Premise / Self-Hosted | on-premise | Customer-managed servers; full data control; higher IT overhead |
| DEP-04 | Hybrid (Cloud + On-Premise) | hybrid | Mix of cloud and on-premise; common during ERP migration periods |
| DEP-05 | API / Embedded (Headless) | api-embedded | No UI; consumed via REST/GraphQL APIs; embedded into other products |
| DEP-06 | Mobile-First | mobile-first | Primary interface is iOS/Android; web portal secondary |
Component 2: Standardized Field Definitions
Every vendor profile in the database must populate all Core Fields (required) and may populate Extended Fields (recommended). Field definitions include data type, validation rules, allowed values, and display format.
2A — Core Fields (Required — All 50 Vendors)
| Field ID | Field Name | Data Type | Max Length | Allowed Values / Format | Validation Rule | Display Label | Required |
|---|---|---|---|---|---|---|---|
| F-001 | vendor_id | String (auto) | 20 chars | FCVND-[CATEGORY_SLUG]-[3-digit-seq] e.g. FCVND-ERP-001 | Unique; auto-generated on creation | Vendor ID | ✅ Yes |
| F-002 | company_name | String | 100 chars | Official legal or trade name; no abbreviations unless universally known | Must match official company name; no all-caps | Company Name | ✅ Yes |
| F-003 | primary_category | Taxonomy (single) | — | Select from CAT-01 through CAT-16 (Component 1A) | Must match valid Cat ID; one value only | Category | ✅ Yes |
| F-004 | subcategory | Taxonomy (single) | — | Select from SUB-01 through SUB-34; must be child of primary_category | Parent-child relationship enforced | Subcategory | ✅ Yes |
| F-005 | founded_year | Integer | 4 digits | YYYY format; range 1960–2026 | Must be a valid 4-digit year; no future dates | Founded | ✅ Yes |
| F-006 | headquarters_city | String | 80 chars | City, State/Province, Country (e.g. “San Francisco, CA, USA”) | At minimum City + Country required | Headquarters | ✅ Yes |
| F-007 | employee_count_tier | Enum | — | 1–50 | 51–200 | 201–500 | 501–1,000 | 1,001–5,000 | 5,001–20,000 | 20,000+ | Must select one tier only; use latest public data | Est. Employees | ✅ Yes |
| F-008 | funding_status | Enum | — | Public | Private — VC-Backed | Private — PE-Backed | Private — Bootstrapped | Subsidiary | Acquired | One value; include ticker or acquirer name in notes | Funding Status | ✅ Yes |
| F-009 | funding_status_detail | String | 100 chars | Ticker (e.g. INTU), Valuation (e.g. $8.5B), Acquirer name, or “Bootstrapped” | Required if funding_status = Public or has known valuation | Ticker / Valuation | ✅ Yes |
| F-010 | target_segments | Taxonomy (multi) | — | Multi-select from SEG-01 through SEG-10 (Component 1C) | Minimum 1; maximum 5 values | Typical Customer Size | ✅ Yes |
| F-011 | pricing_model | Enum (multi) | — | Subscription | Per-User | Per-Transaction | Consumption-Based | Freemium | One-Time License | Revenue-Share | Custom Enterprise | Minimum 1; maximum 3 values | Pricing Model | ✅ Yes |
| F-012 | pricing_entry_point | String | 80 chars | Starting price or range (e.g. “From $30/user/month” or “Custom only”) | Use “Custom only” if pricing not publicly disclosed | Starting Price | ✅ Yes |
| F-013 | deployment_model | Taxonomy (multi) | — | Multi-select from DEP-01 through DEP-06 (Component 1D) | Minimum 1 value | Deployment | ✅ Yes |
| F-014 | ai_capabilities_summary | Text | 500 chars | Plain English; comma-separated list of AI/ML features | Must mention specific features; no generic “uses AI” | AI Capabilities | ✅ Yes |
| F-015 | key_integrations | Text | 400 chars | Named platforms/systems; comma-separated; max 15 items | Use official product names only | Key Integrations | ✅ Yes |
| F-016 | strengths | Text (list) | 600 chars | 3–5 bullet points; each 10–80 words; factual, verifiable claims | Minimum 3 strengths; maximum 5 | Strengths | ✅ Yes |
| F-017 | weaknesses | Text (list) | 600 chars | 3–5 bullet points; balanced; based on user reviews or known limitations | Minimum 3 weaknesses; maximum 5; no defamatory content | Weaknesses | ✅ Yes |
| F-018 | main_competitors | Text (list) | 300 chars | Comma-separated; 3–6 competitor names matching other vendors in the DB where possible | Minimum 3; maximum 6 values | Main Competitors | ✅ Yes |
| F-019 | last_updated_date | Date | — | YYYY-MM-DD | Must be within 12 months of current date; auto-set on save | Last Updated | ✅ Yes |
| F-020 | data_confidence_level | Enum | — | High (primary source verified) | Medium (secondary source) | Low (estimated/inferred) | Default Medium; update when sources confirmed | Data Confidence | ✅ Yes |
2B — Extended Fields (Recommended)
| Field ID | Field Name | Data Type | Format / Allowed Values | Display Label | Required |
|---|---|---|---|---|---|
| F-021 | vendor_website | URL | https://domain.com (no trailing slash) | Website | ⭐ Recommended |
| F-022 | logo_url | URL | https:// ; PNG or SVG; min 200×200px | Logo | ⭐ Recommended |
| F-023 | short_description | Text | Max 160 chars; used for meta description and cards | One-Line Description | ⭐ Recommended |
| F-024 | long_description | Rich Text | 200–800 words; no promotional language; neutral, factual tone | Full Description | ⭐ Recommended |
| F-025 | total_funding_usd | Float | USD millions; e.g. 245.5 (= $245.5M); use null if undisclosed | Total Funding ($M) | ⭐ Recommended |
| F-026 | latest_funding_round | String | e.g. “Series D — $150M — January 2024” | Latest Round | ⭐ Recommended |
| F-027 | revenue_range | Enum | <$10M | $10M–$50M | $50M–$200M | $200M–$1B | $1B–$5B | $5B+ | Est. Revenue | ⭐ Recommended |
| F-028 | customer_count_tier | Enum | <100 | 100–1K | 1K–10K | 10K–100K | 100K+ | Customer Count | ⭐ Recommended |
| F-029 | geographies_served | Taxonomy (multi) | North America | EMEA | APAC | LATAM | Global | Geographies | ⭐ Recommended |
| F-030 | compliance_certifications | Text (list) | Comma-separated: SOC 2 Type II, ISO 27001, PCI-DSS, GDPR, HIPAA, FedRAMP, etc. | Compliance / Certifications | ⭐ Recommended |
| F-031 | integration_count | Integer | Number of native/certified integrations; source from vendor marketplace page | Native Integrations # | ⭐ Recommended |
| F-032 | has_free_trial | Boolean | true | false | Free Trial Available | ⭐ Recommended |
| F-033 | has_free_tier | Boolean | true | false | Free Tier Available | ⭐ Recommended |
| F-034 | api_available | Boolean | true | false | Public API | ⭐ Recommended |
| F-035 | g2_rating | Float | 0.0–5.0; source from G2.com; include review count | G2 Rating | ⭐ Recommended |
| F-036 | capterra_rating | Float | 0.0–5.0; source from Capterra.com; include review count | Capterra Rating | ⭐ Recommended |
| F-037 | trustpilot_rating | Float | 0.0–5.0; source from Trustpilot.com | Trustpilot Rating | Optional |
| F-038 | implementation_time | Enum | Hours | Days | 1–4 Weeks | 1–3 Months | 3–6 Months | 6–12 Months | 12+ Months | Implementation Time | ⭐ Recommended |
| F-039 | support_channels | Enum (multi) | Email | Phone | Live Chat | Dedicated CSM | Community Forum | Self-Service Docs | Support Channels | ⭐ Recommended |
| F-040 | fciq_score | Float | 0.00–100.00; calculated per AI Scoring Methodology (Component 5) | FCIQ Score™ | ✅ Calculated |
2C — Field Versioning & Change Log Rules
| Rule ID | Rule Name | Rule Definition | Applies To |
|---|---|---|---|
| VR-01 | Annual Review Cycle | All Core Fields must be reviewed and re-verified at least once every 12 months | All F-001 through F-020 |
| VR-02 | Triggered Update | Any material change (acquisition, IPO, major product launch, leadership change) triggers immediate field update | F-008, F-009, F-003, F-014 |
| VR-03 | Source Citation | Each field update should note the source (e.g. “Vendor website, June 2026” or “G2, May 2026”) | All fields |
| VR-04 | Deprecation Notice | Fields marked for removal must carry a 90-day deprecation notice before deletion from schema | Extended Fields |
| VR-05 | Backward Compatibility | New fields added in schema updates must not break existing vendor page renders; use nullable defaults | New fields added post-v2 |
Component 3: Vendor Page Template
Standardized HTML/CSS template for individual vendor profile pages. All zone labels correspond to Field IDs from Component 2. Sections are ordered for maximum SEO value and user engagement.
3A — Page Zone Architecture
| Zone ID | Zone Name | Position | Fields Used | Purpose | Word Count Target |
|---|---|---|---|---|---|
| Z-01 | Hero / Identity Bar | Top of page (sticky on scroll) | F-002, F-022, F-003, F-004, F-023, F-040 | Instant brand recognition; category placement; FCIQ Score badge | 30–60 words |
| Z-02 | Quick Stats Row | Below hero | F-005, F-006, F-007, F-008, F-009, F-010, F-027 | Scannable key facts for fast qualification | N/A (data fields) |
| Z-03 | FCIQ Score Card | Right sidebar / top | F-040 + all 7 scoring dimensions (Component 5) | Trust signal; proprietary scoring visible above fold | 50–100 words |
| Z-04 | Executive Summary | Main body — first section | F-024 | SEO-rich overview; answers “what is [vendor]?” search intent | 200–350 words |
| Z-05 | Core Capabilities | Main body — second section | F-014 | Feature-level breakdown of AI and core product capabilities | 150–300 words |
| Z-06 | Strengths vs. Weaknesses | Main body — third section | F-016, F-017 | Balanced pros/cons for buyer decision-making | 100–200 words |
| Z-07 | Pricing & Packaging | Main body — fourth section | F-011, F-012, F-032, F-033 | Pricing model clarity; free trial signals; conversion driver | 80–150 words |
| Z-08 | Integrations Panel | Main body — fifth section | F-015, F-031, F-034 | Integration breadth; buyer fit check; internal linking to integration pages | 60–120 words |
| Z-09 | Ideal Customer Profile | Main body — sixth section | F-010, F-029, F-038, F-039 | Fit qualification; reduces bounce from wrong-segment visitors | 80–150 words |
| Z-10 | Compliance & Security | Main body — seventh section | F-030 | Enterprise buyer trust signal; often searched independently | 50–100 words |
| Z-11 | Competitive Landscape | Main body — eighth section | F-018 + cross-links to competitor vendor pages | Internal linking; positions site as category authority; comparison CTAs | 80–150 words |
| Z-12 | User Review Aggregate | Main body — ninth section | F-035, F-036, F-037 | Social proof; structured data for rich snippets (AggregateRating schema) | 50–80 words |
| Z-13 | CTA / Action Bar | Sticky footer + inline | F-021, F-032 | Conversion: “Visit Site”, “Compare”, “Get Demo” buttons | 10–20 words |
| Z-14 | Metadata Footer | Bottom of page | F-001, F-019, F-020 | Transparency: last updated date, vendor ID, confidence level | 20–40 words |
3B — Vendor Page HTML Template Structure
The following block defines the semantic HTML skeleton for every vendor page. [FIELD_ID] tokens are replaced by field values at render time.
| Section | HTML Element / Class | Token(s) | Schema.org Markup | Notes |
|---|---|---|---|---|
| Page wrapper | <article class=”fcvnd-profile”> | F-001 as data-vendor-id attribute | itemscope itemtype=”https://schema.org/SoftwareApplication” | Root element for all vendor data |
| Hero logo | <img class=”fcvnd-logo”> | [F-022] | itemprop=”image” | Lazy-load; alt = “[F-002] logo” |
| Company name (H1) | <h1 class=”fcvnd-name”> | [F-002] | itemprop=”name” | Only H1 on page; include category for disambiguation |
| Short description | <p class=”fcvnd-tagline”> | [F-023] | itemprop=”description” | Used as meta description; 155 char max |
| Category breadcrumb | <nav class=”fcvnd-breadcrumb”> | [F-003] → [F-004] | BreadcrumbList schema | Home > [CAT] > [SUBCAT] > [Vendor] |
| FCIQ Score badge | <div class=”fcvnd-score-badge”> | [F-040] | — | Color-coded: 80–100 Green / 60–79 Blue / 40–59 Yellow / <40 Red |
| Quick stats bar | <dl class=”fcvnd-stats”> | F-005 through F-009 | itemprop=”foundingDate” on F-005 | Founded | HQ | Employees | Status | Ticker/Val |
| Pricing row | <div class=”fcvnd-pricing”> | [F-011] [F-012] | itemprop=”offers” | Show free trial badge if F-032=true |
| Full description | <section class=”fcvnd-desc”> | [F-024] | itemprop=”abstract” | Render as rich text; no external links in body |
| Strengths list | <ul class=”fcvnd-strengths”> | [F-016] | — | Each <li> starts with ✅ emoji or icon |
| Weaknesses list | <ul class=”fcvnd-weaknesses”> | [F-017] | — | Each <li> starts with ⚠️ emoji or icon |
| Integrations grid | <div class=”fcvnd-integrations”> | [F-015] | — | Render as pill/badge tags; link to integration pages where available |
| Competitor links | <div class=”fcvnd-competitors”> | [F-018] | — | Link to other vendor profile pages in DB; compare CTA beside each |
| Review aggregate | <div class=”fcvnd-reviews”> | [F-035] [F-036] [F-037] | AggregateRating schema | Show star graphic; link to source; refresh quarterly |
| CTA buttons | <div class=”fcvnd-cta”> | [F-021] [F-032] | — | Primary: “Visit [F-002]” | Secondary: “Compare Vendors” | Tertiary: “View Demo” |
| Metadata footer | <footer class=”fcvnd-meta”> | [F-001] [F-019] [F-020] | itemprop=”dateModified” | Small text; “Last updated [F-019] · Confidence: [F-020] · ID: [F-001]” |
3C — SEO Meta Tag Mapping
| Meta Tag | Template Formula | Max Length | Example Output |
|---|---|---|---|
| <title> | [F-002] Review [YEAR] — [F-004 Subcategory] | FinanceCopilotHQ | 65 chars | “Stripe Review 2026 — Payment Gateway | FinanceCopilotHQ” |
| meta description | [F-023]. FCIQ Score: [F-040]/100. Compare [F-002] pricing, features & alternatives. | 155 chars | “Developer-first payment processing for global businesses. FCIQ Score: 87/100. Compare Stripe pricing, features & alternatives.” |
| og:title | [F-002]: [F-023] | 90 chars | “Stripe: Developer-first payment processing for global businesses” |
| og:image | [F-022] or fallback to /assets/fcvnd-og-default.png | — | Vendor logo on branded background; 1200×630px |
| canonical | https://financecopilothq.com/vendors/[F-004-slug]/[F-002-slug]/ | — | https://financecopilothq.com/vendors/payment-gateway/stripe/ |
Component 4: Comparison Page Template
Standardized template for side-by-side vendor comparison pages (e.g. “Stripe vs Adyen” or “Top 5 FP&A Tools Compared”). Supports 2–5 vendors per comparison. Auto-generated from vendor DB fields.
4A — Comparison Page URL & Naming Convention
| Comparison Type | URL Pattern | Title Template | Meta Description Template | Auto-Generate? |
|---|---|---|---|---|
| Head-to-Head (2 vendors) | /compare/[vendor-slug-1]-vs-[vendor-slug-2]/ | [Vendor 1] vs [Vendor 2]: [YEAR] Comparison — FinanceCopilotHQ | Compare [V1] and [V2] on pricing, features, integrations and FCIQ Score. Updated [MONTH YEAR]. | ✅ Yes — from DB |
| Category Top-N (3–5 vendors) | /compare/best-[subcategory-slug]-[year]/ | Best [Subcategory] Software [YEAR]: Top [N] Compared | We compared the top [N] [subcategory] platforms on [N] criteria. See FCIQ Scores, pricing, pros/cons. | ✅ Yes — from DB |
| Segment-Specific (use-case) | /compare/[subcategory-slug]-for-[segment-slug]/ | Best [Subcategory] for [Segment]: [YEAR] Guide | Find the best [subcategory] software for [segment]. [N] vendors reviewed by the FinanceCopilotHQ team. | ⚠️ Manual curation |
| Competitor Alternative | /alternatives/[vendor-slug]/ | [Vendor] Alternatives & Competitors [YEAR] | Looking for [Vendor] alternatives? We ranked the top [N] competitors by FCIQ Score, pricing, and fit. | ✅ Yes — from F-018 |
4B — Comparison Table Column Schema
Each column = one vendor. Each row = one comparison criterion drawn from standardized field definitions.
| Row ID | Comparison Row Label | Source Field(s) | Display Format | Win Condition (auto-highlight) |
|---|---|---|---|---|
| CR-01 | FCIQ Score™ | F-040 | Numeric badge with color (0–100); radar chart in visual mode | Highest score highlighted in green |
| CR-02 | Category / Subcategory | F-003, F-004 | Category name + subcategory pill | No winner (informational) |
| CR-03 | Founded | F-005 | YYYY (N years ago) | No winner (informational; note longevity) |
| CR-04 | Company Size | F-007, F-027 | Employee tier + Revenue tier | No winner (scale signal) |
| CR-05 | Funding / Ownership | F-008, F-009 | Status label + detail (ticker/valuation) | Public companies flagged; PE-backed noted |
| CR-06 | Target Segments | F-010 | Segment tag pills (SEG codes) | Highlight match if user-selected filter active |
| CR-07 | Starting Price | F-011, F-012 | Price string + pricing model badge | Lowest starting price highlighted (where comparable) |
| CR-08 | Free Trial / Free Tier | F-032, F-033 | ✅ Yes / ❌ No badges | ✅ wins for both |
| CR-09 | Deployment Model | F-013 | DEP tag pills | Highlight match if user-selected filter active |
| CR-10 | AI Capabilities | F-014 | Truncated text (150 chars) + expand toggle; AI score sub-dimension badge | AI sub-score from Component 5 D-02 |
| CR-11 | Native Integrations | F-015, F-031 | Top 5 integrations shown; full list on expand; count badge | Highest integration count highlighted |
| CR-12 | Geographies | F-029 | Region pills | Highlight “Global” if available |
| CR-13 | Compliance Certs | F-030 | Badge pills (SOC 2, ISO, PCI, etc.) | Most certifications highlighted |
| CR-14 | Implementation Speed | F-038 | Enum label with icon (clock) | Fastest implementation highlighted |
| CR-15 | User Ratings | F-035, F-036 | G2 ★★★★☆ (4.2/5, 1,234 reviews) + Capterra | Highest average rating highlighted |
| CR-16 | Top Strengths | F-016 | Top 3 bullets per vendor | No winner (informational) |
| CR-17 | Key Weaknesses | F-017 | Top 2 bullets per vendor | No winner (informational) |
| CR-18 | Best For (Fit Summary) | F-010, F-029, F-023 | 2–3 sentence narrative auto-generated from fields | No winner; helps buyer self-select |
| CR-19 | Vendor Page Link | F-001, F-002, F-021 | “Full Review →” internal link + “Visit Site ↗” external link | — |
4C — Comparison Page Layout Zones
| Zone | Element | Contents | Mobile Behavior |
|---|---|---|---|
| CZ-01 | Page Header | H1 with comparison title; breadcrumb; “Updated [Date]” badge; share buttons | Full width; breadcrumb collapsed |
| CZ-02 | Comparison Intent Summary | 100–150 word intro explaining what the comparison covers and who it’s for | Full width collapsed to accordion |
| CZ-03 | FCIQ Winner Card | Highlights the top-scoring vendor with FCIQ badge and 2-sentence justification | Sticky top bar on mobile |
| CZ-04 | Comparison Table (sticky header) | CR-01 through CR-19 rows; vendor columns; sticky first column on scroll | Horizontal scroll; collapse rows to accordion |
| CZ-05 | Filter / Customize Bar | Segment filter (SEG tags); hide/show rows toggle; “I need X” use-case filter | Drawer/modal on mobile |
| CZ-06 | Detailed Verdict Section | 300–600 word narrative with “Choose [Vendor X] if…” guidance for each vendor | Full width expandable cards |
| CZ-07 | Related Comparisons | 3–5 auto-linked comparison pages from same category | Horizontal scroll cards |
| CZ-08 | CTA Bar | “Get Personalized Recommendation” lead gen form + individual vendor CTAs | Fixed bottom bar |
Component 5: AI Scoring Methodology — FCIQ Score™
The FinanceCopilot Intelligence Quotient (FCIQ) Score™ is a 0–100 composite score that rates every vendor across 7 weighted dimensions. It enables objective comparison, auto-ranking, and category leader identification. The score is calculated quarterly and updated on material vendor changes.
5A — FCIQ Score™ Dimension Definitions & Weights
| Dim ID | Dimension Name | Weight | Max Points | What It Measures | Primary Data Sources |
|---|---|---|---|---|---|
| D-01 | Product Capability | 25% | 25.0 | Breadth and depth of core product features; configurability; workflow automation; reporting depth | F-014, F-015, F-031; vendor feature pages; analyst reports |
| D-02 | AI & Automation Maturity | 20% | 20.0 | Quality and specificity of AI/ML features; named models; automation rates; autonomous capabilities; roadmap credibility | F-014; vendor AI documentation; G2 AI feature reviews |
| D-03 | Market Presence & Trust | 20% | 20.0 | Customer count tier; revenue scale; years in market; brand recognition; analyst quadrant positions (Gartner, Forrester) | F-005, F-007, F-027, F-028; industry analyst reports |
| D-04 | User Satisfaction | 15% | 15.0 | Aggregate review scores from G2, Capterra, Trustpilot; review volume; sentiment analysis; NPS proxies | F-035, F-036, F-037; review platforms (quarterly snapshot) |
| D-05 | Integration Ecosystem | 10% | 10.0 | Number of native integrations; quality of key connector partnerships; API availability; marketplace size | F-015, F-031, F-034; vendor marketplace pages |
| D-06 | Value for Money | 5% | 5.0 | Pricing transparency; free trial/tier availability; ROI evidence; implementation cost vs. benefit; comparison to category average | F-011, F-012, F-032, F-033, F-038; pricing pages; user ROI data |
| D-07 | Innovation & Momentum | 5% | 5.0 | Product release cadence; recent major launches; funding activity (signals R&D investment); analyst momentum; hiring signals | F-026; vendor changelogs; press releases; LinkedIn hiring data |
5B — Dimension Scoring Rubrics
D-01: Product Capability (Max 25 pts)
| Score Band | Points | Criteria |
|---|---|---|
| Exceptional | 22–25 | Category-defining product; best-in-class for primary use case; deep configurability; recognized in Gartner/Forrester leader quadrant; 10+ years of sustained feature development |
| Strong | 16–21 | Comprehensive feature set; covers 80%+ of category use cases; some gaps in advanced/enterprise features; strong integration story |
| Adequate | 10–15 | Core features present; gaps in advanced functionality; limited configurability; adequate for target segment but not above it |
| Developing | 5–9 | Newer product with feature gaps; roadmap promising but execution unproven; limited enterprise readiness |
| Nascent | 0–4 | Early-stage product; significant feature gaps; not recommended for most use cases; proof-of-concept stage |
D-02: AI & Automation Maturity (Max 20 pts)
| Score Band | Points | Criteria |
|---|---|---|
| AI-Native Leader | 17–20 | Named AI product/brand (e.g. “Freeda AI”, “Joule”, “Einstein”); published automation rates (>80% touchless); LLM-powered features in production; AI as core differentiator in positioning |
| AI-Advanced | 12–16 | Multiple specific ML/AI features; measurable automation (50–80%); AI roadmap clearly articulated; some generative AI features shipped |
| AI-Enabled | 7–11 | Several AI/ML features present (e.g. OCR, auto-categorization, anomaly detection); not core to product identity; incremental AI additions |
| AI-Emerging | 3–6 | Basic automation (rule-based + simple ML); AI features announced but not yet differentiated; “AI roadmap” language without shipped features |
| Pre-AI | 0–2 | Minimal or no AI/ML features; primarily manual workflows; no named AI capabilities; legacy architecture |
D-03: Market Presence & Trust (Max 20 pts)
| Score Band | Points | Criteria |
|---|---|---|
| Category Dominant | 17–20 | 100K+ customers OR $1B+ ARR OR 15+ years in market; Gartner/Forrester leader; household name in category; multiple analyst recognitions |
| Market Leader | 12–16 | 10K–100K customers OR $200M–$1B ARR; top-3 mentioned in category comparisons; strong analyst coverage |
| Established Player | 7–11 | 1K–10K customers; recognized brand in segment; positive analyst coverage; 5+ years track record |
| Growth Stage | 3–6 | 100–1K customers; emerging brand; early analyst recognition; 2–5 years in market |
| Early Stage | 0–2 | <100 customers; limited market recognition; <2 years; brand building phase |
D-04: User Satisfaction (Max 15 pts)
| Score Band | Points | Criteria (weighted avg of G2 + Capterra; volume bonus) |
|---|---|---|
| Exceptional (4.5–5.0 avg) | 13–15 | 4.5+ average across platforms; 500+ reviews; high volume indicates real usage base |
| Strong (4.0–4.4 avg) | 10–12 | 4.0–4.4 average; 200+ reviews; generally positive with manageable criticism |
| Adequate (3.5–3.9 avg) | 6–9 | 3.5–3.9 average; mixed reviews; common complaints around support or complexity |
| Challenged (3.0–3.4 avg) | 3–5 | 3.0–3.4 average; recurring negative themes; potential red flag for buyers |
| Poor (<3.0 or <50 reviews) | 0–2 | Below 3.0 average OR insufficient review data to score reliably |
D-05 through D-07: Summary Rubric
| Dimension | Max Pts | Full Points Criteria | Half Points Criteria | Minimum Criteria |
|---|---|---|---|---|
| D-05: Integration Ecosystem | 10 | 500+ native integrations; public API with docs; active marketplace; direct ERP connectors | 100–499 integrations; API available; key platform coverage | <50 integrations; limited or no public API |
| D-06: Value for Money | 5 | Transparent pricing; free trial; proven ROI data; below-category-average entry price | Partially transparent pricing; trial available; reasonable entry price | Opaque pricing only; no trial; above-average cost with limited ROI evidence |
| D-07: Innovation & Momentum | 5 | Major product launch in past 12 months; recent funding round; growing analyst coverage; rapid hiring | Minor releases; stable funding; steady analyst mentions | No significant launches; stagnant roadmap; declining reviews trend |
5C — FCIQ Score Calculation Formula
| Step | Operation | Formula | Example (Stripe) |
|---|---|---|---|
| 1 | Score each dimension | Assign raw points 0 to max per rubric | D-01=22, D-02=18, D-03=18, D-04=13, D-05=9, D-06=4, D-07=4 |
| 2 | Sum raw points | Total = D-01 + D-02 + D-03 + D-04 + D-05 + D-06 + D-07 | 22+18+18+13+9+4+4 = 88 |
| 3 | FCIQ Score | FCIQ = (Total Raw / 100) × 100 = Total Raw (already out of 100) | FCIQ Score = 88.0 |
| 4 | Confidence adjustment | If F-020 = Low, multiply by 0.90 (10% confidence penalty) | N/A (Stripe = High confidence) |
| 5 | Round & store | Round to 1 decimal place; store in F-040 | F-040 = 88.0 |
5D — FCIQ Score Tiers & Display Rules
| Score Range | Tier Label | Badge Color | Badge Icon | Meaning for Buyers | % of v1 DB (estimated) |
|---|---|---|---|---|---|
| 90–100 | FinTech Elite™ | #16a34a (Deep Green) | 🏆 | Category-defining; safe enterprise choice; maximum confidence | ~8% (4 vendors) |
| 80–89 | Highly Recommended | #2563eb (Royal Blue) | ⭐ | Excellent product; strong for most buyers in target segment | ~30% (15 vendors) |
| 65–79 | Solid Choice | #0891b2 (Teal) | ✅ | Good fit for defined use cases; evaluate against alternatives | ~35% (17 vendors) |
| 50–64 | Consider Carefully | #ca8a04 (Amber) | ⚠️ | Has strengths but notable gaps; verify fit before committing | ~20% (10 vendors) |
| 35–49 | Niche / Emerging | #ea580c (Orange) | 🔍 | Specific use case only; early stage or declining momentum | ~5% (2–3 vendors) |
| 0–34 | Not Recommended | #dc2626 (Red) | 🚫 | Significant concerns; only consider with expert guidance | <2% (<1 vendor) |
5E — Sample FCIQ Scores for v1 Database Vendors
| Vendor | D-01 | D-02 | D-03 | D-04 | D-05 | D-06 | D-07 | FCIQ Score™ | Tier |
|---|---|---|---|---|---|---|---|---|---|
| Stripe | 22 | 18 | 18 | 13 | 9 | 4 | 4 | 88.0 | Highly Recommended ⭐ |
| SAP S/4HANA | 25 | 16 | 20 | 10 | 10 | 2 | 3 | 86.0 | Highly Recommended ⭐ |
| Workday | 22 | 16 | 18 | 13 | 9 | 3 | 4 | 85.0 | Highly Recommended ⭐ |
| Intuit QuickBooks | 20 | 15 | 20 | 12 | 9 | 5 | 4 | 85.0 | Highly Recommended ⭐ |
| Adyen | 21 | 16 | 17 | 11 | 8 | 3 | 4 | 80.0 | Highly Recommended ⭐ |
| Oracle NetSuite | 22 | 14 | 18 | 11 | 9 | 3 | 3 | 80.0 | Highly Recommended ⭐ |
| Ramp | 17 | 17 | 14 | 13 | 8 | 5 | 5 | 79.0 | Solid Choice ✅ |
| Xero | 18 | 13 | 17 | 13 | 9 | 5 | 3 | 78.0 | Solid Choice ✅ |
| Tipalti | 19 | 14 | 14 | 12 | 8 | 3 | 4 | 74.0 | Solid Choice ✅ |
| Anaplan | 20 | 14 | 15 | 11 | 8 | 2 | 3 | 73.0 | Solid Choice ✅ |
| Rippling | 19 | 14 | 13 | 13 | 9 | 3 | 5 | 76.0 | Solid Choice ✅ |
| BlackLine | 20 | 13 | 15 | 12 | 7 | 2 | 3 | 72.0 | Solid Choice ✅ |
| Pigment | 16 | 15 | 10 | 12 | 7 | 3 | 5 | 68.0 | Solid Choice ✅ |
| Kyriba | 19 | 13 | 13 | 11 | 7 | 2 | 3 | 68.0 | Solid Choice ✅ |
| Mambu | 16 | 12 | 11 | 11 | 7 | 3 | 4 | 64.0 | Consider Carefully ⚠️ |
| Ledger AI | 10 | 16 | 4 | 8 | 5 | 4 | 5 | 52.0 | Consider Carefully ⚠️ |
Component 6: WordPress Custom Field Structure
ACF (Advanced Custom Fields) Pro-compatible field group definitions for implementing the Vendor Schema v2 in WordPress. Supports both CPT (Custom Post Type) and standard posts. All field keys follow the fcvnd_ namespace to prevent conflicts.
6A — Custom Post Type Definition: fc_vendor
| Property | Value | Notes |
|---|---|---|
| Post Type Slug | fc_vendor | Register via functions.php or CPT UI plugin |
| Singular Name | Vendor | Shown in WordPress admin menu |
| Plural Name | Vendors | — |
| Public | true | Appears in frontend search and nav |
| Has Archive | true | Archive page at /vendors/ |
| Archive Slug | vendors | URL: financecopilothq.com/vendors/ |
| Rewrite Slug | vendors/[category-slug] | URL: financecopilothq.com/vendors/payment-gateway/stripe/ |
| Supports | title, editor, thumbnail, excerpt, custom-fields, revisions | Use F-002 as title; F-024 as editor content; F-022 as thumbnail |
| Menu Icon | dashicons-building | Displays in WP admin sidebar |
| Menu Position | 5 | Below Posts in admin nav |
| Taxonomies | fc_category, fc_subcategory, fc_segment, fc_deployment | Register as custom taxonomies (see 6B) |
| REST API Enabled | true | Enables /wp-json/wp/v2/fc_vendor endpoint |
| Capability Type | post | Uses standard WP post capabilities |
6B — Custom Taxonomy Definitions
| Taxonomy Slug | Label | Hierarchical | Public URL | Terms Source | Field Link |
|---|---|---|---|---|---|
| fc_category | Vendor Category | Yes (parent) | /vendors/category/[slug]/ | Component 1A: CAT-01 through CAT-16 | F-003 |
| fc_subcategory | Vendor Subcategory | Yes (child of fc_category) | /vendors/subcategory/[slug]/ | Component 1B: SUB-01 through SUB-34 | F-004 |
| fc_segment | Market Segment | No (flat) | /vendors/segment/[slug]/ | Component 1C: SEG-01 through SEG-10 | F-010 |
| fc_deployment | Deployment Model | No (flat) | /vendors/deployment/[slug]/ | Component 1D: DEP-01 through DEP-06 | F-013 |
| fc_geography | Geography Served | No (flat) | /vendors/geography/[slug]/ | North America, EMEA, APAC, LATAM, Global | F-029 |
6C — ACF Field Group: Core Identity (Group 1 of 4)
| ACF Field Key | Field Label | ACF Type | Field Name | Schema Field | Required | Validation / Notes |
|---|---|---|---|---|---|---|
| field_fcvnd_001 | Vendor ID | text | fcvnd_vendor_id | F-001 | Yes | Read-only; auto-generated; pattern: FCVND-[CAT]-[SEQ] |
| field_fcvnd_002 | Company Name | text | fcvnd_company_name | F-002 | Yes | Max 100 chars; synced to post title |
| field_fcvnd_003 | Vendor Website | url | fcvnd_website | F-021 | Yes | https:// required; no trailing slash; rel=”nofollow sponsored” |
| field_fcvnd_004 | Logo | image | fcvnd_logo | F-022 | Yes | Return: URL; min 200×200px; PNG or SVG; webp auto-converted |
| field_fcvnd_005 | One-Line Description | text | fcvnd_short_description | F-023 | Yes | Max 160 chars; no vendor name at start; avoid jargon |
| field_fcvnd_006 | Founded Year | number | fcvnd_founded_year | F-005 | Yes | Min: 1960; Max: [current year]; integer only |
| field_fcvnd_007 | Headquarters | text | fcvnd_hq | F-006 | Yes | Format: City, State, Country; max 80 chars |
| field_fcvnd_008 | Employee Count Tier | select | fcvnd_employee_tier | F-007 | Yes | Choices: 1–50 | 51–200 | 201–500 | 501–1,000 | 1,001–5,000 | 5,001–20,000 | 20,000+ |
| field_fcvnd_009 | Funding Status | select | fcvnd_funding_status | F-008 | Yes | Choices: Public | Private — VC-Backed | Private — PE-Backed | Private — Bootstrapped | Subsidiary | Acquired |
| field_fcvnd_010 | Ticker / Valuation | text | fcvnd_funding_detail | F-009 | Yes | e.g. “INTU” or “$8.5B valuation” or “Acquired by Paylocity” |
| field_fcvnd_011 | Revenue Range | select | fcvnd_revenue_range | F-027 | Rec. | Choices: <$10M | $10–50M | $50–200M | $200M–$1B | $1B–$5B | $5B+ |
| field_fcvnd_012 | Customer Count Tier | select | fcvnd_customer_count | F-028 | Rec. | Choices: <100 | 100–1K | 1K–10K | 10K–100K | 100K+ |
6D — ACF Field Group: Product & Pricing (Group 2 of 4)
| ACF Field Key | Field Label | ACF Type | Field Name | Schema Field | Required | Validation / Notes |
|---|---|---|---|---|---|---|
| field_fcvnd_020 | Pricing Model | checkbox | fcvnd_pricing_model | F-011 | Yes | Choices: Subscription | Per-User | Per-Transaction | Consumption | Freemium | One-Time License | Revenue-Share | Custom |
| field_fcvnd_021 | Starting Price | text | fcvnd_pricing_entry | F-012 | Yes | e.g. “From $30/user/month” or “Custom only”; max 80 chars |
| field_fcvnd_022 | Free Trial Available | true_false | fcvnd_free_trial | F-032 | Yes | 1 = Yes; 0 = No; default: 0 |
| field_fcvnd_023 | Free Tier Available | true_false | fcvnd_free_tier | F-033 | Yes | 1 = Yes; 0 = No; default: 0 |
| field_fcvnd_024 | Deployment Model | checkbox | fcvnd_deployment | F-013 | Yes | Choices: Cloud SaaS Multi-Tenant | Cloud SaaS Single-Tenant | On-Premise | Hybrid | API/Embedded | Mobile-First |
| field_fcvnd_025 | AI Capabilities | textarea | fcvnd_ai_capabilities | F-014 | Yes | Max 500 chars; use comma-separated list of specific features |
| field_fcvnd_026 | Key Integrations | textarea | fcvnd_integrations | F-015 | Yes | Max 400 chars; comma-separated; max 15 items; official names only |
| field_fcvnd_027 | Native Integration Count | number | fcvnd_integration_count | F-031 | Rec. | Integer; 0–10,000; source from vendor marketplace |
| field_fcvnd_028 | Public API Available | true_false | fcvnd_api | F-034 | Rec. | 1 = Yes; 0 = No |
| field_fcvnd_029 | Implementation Time | select | fcvnd_implementation_time | F-038 | Rec. | Choices: Hours | Days | 1–4 Weeks | 1–3 Months | 3–6 Months | 6–12 Months | 12+ Months |
| field_fcvnd_030 | Support Channels | checkbox | fcvnd_support | F-039 | Rec. | Choices: Email | Phone | Live Chat | Dedicated CSM | Community Forum | Self-Service Docs |
6E — ACF Field Group: Evaluation & Scores (Group 3 of 4)
| ACF Field Key | Field Label | ACF Type | Field Name | Schema Field | Required | Validation / Notes |
|---|---|---|---|---|---|---|
| field_fcvnd_040 | Strengths | repeater | fcvnd_strengths | F-016 | Yes | Sub-field: strength_item (textarea, 80 chars max); min 3 rows; max 5 rows |
| field_fcvnd_041 | Weaknesses | repeater | fcvnd_weaknesses | F-017 | Yes | Sub-field: weakness_item (textarea, 80 chars max); min 3 rows; max 5 rows |
| field_fcvnd_042 | Main Competitors | relationship | fcvnd_competitors | F-018 | Yes | Links to other fc_vendor posts; min 3; max 6; bidirectional relationship |
| field_fcvnd_043 | G2 Rating | number | fcvnd_g2_rating | F-035 | Rec. | Float 0.0–5.0; 1 decimal; null if no data |
| field_fcvnd_044 | G2 Review Count | number | fcvnd_g2_reviews | F-035 | Rec. | Integer; 0–100,000 |
| field_fcvnd_045 | Capterra Rating | number | fcvnd_capterra_rating | F-036 | Rec. | Float 0.0–5.0; 1 decimal |
| field_fcvnd_046 | Capterra Review Count | number | fcvnd_capterra_reviews | F-036 | Rec. | Integer; 0–100,000 |
| field_fcvnd_047 | FCIQ Score™ | number | fcvnd_fciq_score | F-040 | Calculated | Float 0.0–100.0; 1 decimal; auto-calculated; read-only in UI |
| field_fcvnd_048 | FCIQ — D01 Product Capability | number | fcvnd_score_d01 | D-01 | Calculated | Float 0.0–25.0; feeds FCIQ formula |
| field_fcvnd_049 | FCIQ — D02 AI Maturity | number | fcvnd_score_d02 | D-02 | Calculated | Float 0.0–20.0 |
| field_fcvnd_050 | FCIQ — D03 Market Presence | number | fcvnd_score_d03 | D-03 | Calculated | Float 0.0–20.0 |
| field_fcvnd_051 | FCIQ — D04 User Satisfaction | number | fcvnd_score_d04 | D-04 | Calculated | Float 0.0–15.0 |
| field_fcvnd_052 | FCIQ — D05 Integrations | number | fcvnd_score_d05 | D-05 | Calculated | Float 0.0–10.0 |
| field_fcvnd_053 | FCIQ — D06 Value for Money | number | fcvnd_score_d06 | D-06 | Calculated | Float 0.0–5.0 |
| field_fcvnd_054 | FCIQ — D07 Innovation | number | fcvnd_score_d07 | D-07 | Calculated | Float 0.0–5.0 |
6F — ACF Field Group: Metadata & Admin (Group 4 of 4)
| ACF Field Key | Field Label | ACF Type | Field Name | Schema Field | Required | Notes |
|---|---|---|---|---|---|---|
| field_fcvnd_060 | Compliance Certifications | checkbox | fcvnd_compliance | F-030 | Rec. | Choices: SOC 2 Type I | SOC 2 Type II | ISO 27001 | PCI-DSS | GDPR | HIPAA | FedRAMP | CSA STAR |
| field_fcvnd_061 | Geographies Served | checkbox | fcvnd_geographies | F-029 | Rec. | Choices: North America | EMEA | APAC | LATAM | Global |
| field_fcvnd_062 | Total Funding (USD millions) | number | fcvnd_total_funding | F-025 | Rec. | Float; e.g. 245.5 for $245.5M; 0 if bootstrapped; null if undisclosed |
| field_fcvnd_063 | Latest Funding Round | text | fcvnd_latest_round | F-026 | Rec. | e.g. “Series D — $150M — January 2024”; max 100 chars |
| field_fcvnd_064 | Last Updated Date | date_picker | fcvnd_last_updated | F-019 | Yes | Format: YYYY-MM-DD; auto-set on post save via hook |
| field_fcvnd_065 | Data Confidence Level | select | fcvnd_confidence | F-020 | Yes | Choices: High | Medium | Low; default Medium |
| field_fcvnd_066 | Internal Notes | textarea | fcvnd_internal_notes | — | No | Admin-only; not displayed on frontend; source citations, flags, review reminders |
| field_fcvnd_067 | Schema Version | text | fcvnd_schema_version | — | Yes | Auto-set to “v2”; read-only; used to detect records needing migration |
| field_fcvnd_068 | Affiliate Disclosure | true_false | fcvnd_affiliate | — | Yes | 1 = Has affiliate relationship; triggers disclosure banner on frontend |
| field_fcvnd_069 | Featured Vendor | true_false | fcvnd_featured | — | No | 1 = Show in “Featured Vendors” widgets and category page header slots |
6G — WordPress REST API Endpoint Map
| Endpoint | Method | Returns | Auth Required | Use Case |
|---|---|---|---|---|
| /wp-json/wp/v2/fc_vendor | GET | All vendor posts (paginated); includes all ACF fields via ?acf_format=standard | No (public) | Vendor listing pages; category archives; search |
| /wp-json/wp/v2/fc_vendor/[id] | GET | Single vendor full record with all fields | No (public) | Vendor profile page data; comparison engine |
| /wp-json/wp/v2/fc_vendor?fc_category=[slug] | GET | Vendors filtered by category taxonomy | No | Category landing pages (e.g. /vendors/fpa-planning/) |
| /wp-json/wp/v2/fc_vendor?meta_key=fcvnd_fciq_score&orderby=meta_value_num&order=desc | GET | Vendors sorted by FCIQ Score descending | No | Top vendor rankings; homepage leaderboard |
| /wp-json/fcvnd/v1/compare?ids=[id1],[id2],[id3] | GET | Side-by-side comparison data for 2–5 vendors; returns all CR fields from Component 4 | No | Comparison page dynamic generation |
| /wp-json/fcvnd/v1/score/[id] | GET | FCIQ Score breakdown (all 7 dimensions) for a single vendor | No | Score card widget; score history chart |
| /wp-json/wp/v2/fc_vendor/[id] | POST/PATCH | Update vendor record fields | Yes (Editor role+) | Admin data updates; bulk import scripts |
6H — Schema Migration Guide: v1 Database → v2 Schema
| V1 Field (Post Content) | V2 Field ID | ACF Field Name | Migration Action | Priority |
|---|---|---|---|---|
| Company name (H2 heading) | F-002 | fcvnd_company_name | Extract from H2; set as CPT post title; populate fcvnd_company_name | 🔴 Critical |
| Category (table row) | F-003, F-004 | Taxonomy assignment | Map to fc_category + fc_subcategory taxonomy terms from Component 1 | 🔴 Critical |
| Founded (table row) | F-005 | fcvnd_founded_year | Extract year integer; validate 1960–2026 | 🟠 High |
| Headquarters (table row) | F-006 | fcvnd_hq | Standardize to “City, State, Country” format | 🟠 High |
| Estimated Employees (table row) | F-007 | fcvnd_employee_tier | Convert numeric string (“~18,000”) to enum tier (“5,001–20,000”) | 🟠 High |
| Funding Status (table row) | F-008, F-009 | fcvnd_funding_status + fcvnd_funding_detail | Split into status enum + detail text field | 🟠 High |
| Typical Customer Size (table row) | F-010 | fc_segment taxonomy | Map text values to SEG taxonomy terms | 🟠 High |
| Pricing Model (table row) | F-011, F-012 | fcvnd_pricing_model + fcvnd_pricing_entry | Split into model enum(s) + entry price text | 🟠 High |
| AI Capabilities (table row) | F-014 | fcvnd_ai_capabilities | Direct text copy; trim to 500 chars; verify specificity | 🟠 High |
| Key Integrations (table row) | F-015 | fcvnd_integrations | Direct text copy; trim to 400 chars; verify official names | 🟠 High |
| Strengths (table row) | F-016 | fcvnd_strengths (repeater) | Split comma/period-separated text into 3–5 repeater rows | 🟡 Medium |
| Weaknesses (table row) | F-017 | fcvnd_weaknesses (repeater) | Split into 3–5 repeater rows | 🟡 Medium |
| Main Competitors (table row) | F-018 | fcvnd_competitors (relationship) | Match competitor names to fc_vendor CPT posts; create relationship links | 🟡 Medium |
| (New — not in v1) | F-020, F-040 | fcvnd_confidence, fcvnd_fciq_score | Set confidence = Medium for all migrated records; calculate FCIQ scores per Component 5 | 🟡 Medium |
| (New — not in v1) | F-032, F-033, F-034 | fcvnd_free_trial, fcvnd_free_tier, fcvnd_api | Research and populate for all 50 vendors post-migration | 🟢 Low (Phase 2) |
| (New — not in v1) | F-030, F-035, F-036 | fcvnd_compliance, fcvnd_g2_rating, fcvnd_capterra_rating | Research and populate for all 50 vendors post-migration | 🟢 Low (Phase 2) |
FinanceCopilotHQ Vendor Schema v2 — Implementation Summary: 16 Primary Categories · 34 Subcategories · 10 Market Segments · 6 Deployment Models · 40 Core + Extended Fields (F-001 to F-040) · 69 ACF Custom Fields (field_fcvnd_001 to field_fcvnd_069) · 5 Custom Taxonomies · 7 REST API Endpoints · 7-Dimension FCIQ Score™ (100-point scale) · 6 Score Tiers · 19 Comparison Rows · 8 Comparison Page Zones. Schema Version: 2.0 | Published: June 2026 | Next Review: December 2026.