Methodology
How we match tools
We compare what each tool does with what your firm actually needs. No vendor pays to rank higher. The methodology reflects how firms actually work.
- 1
We catalogue the tools
We record what each tool does from what vendors publish: product docs, spec sheets, pricing pages. If a vendor hasn't published it, we don't make it up.
- 2
We ask what your firm needs
The matchmaker asks about your firm size, budget, the workflows eating your time, and the software you already run. Takes about 2 minutes.
- 3
We score each tool against your firm
A rule-based scoring model compares your firm's needs with each tool's capabilities. The weights are published, so you can see what we're scoring on.
- 4
We show our reasoning
Every match explains which features lined up with what you asked for. If nothing fits your firm, the matchmaker says so.
How the matchmaker scores a match
Matches are scored out of 100. Firm size carries the most weight at 25, your specialisation and general ledger at 20 each, the biggest time drain at 20, and price fit at 15. Geography is a pure filter, not a score: if a tool is not sold in your region, it is removed before scoring starts, so it cannot pad a weaker match. The exact rules, including half-credit for adjacent matches, are published in full below.
| Criterion | Weight | Full credit when | Half credit when |
|---|---|---|---|
| Firm size | 25 | Tool serves your firm size. | Not applicable. |
| Specialisation | 20 | Tool serves your main work area. | Tool is tagged as friendly to your area. |
| General ledger | 20 | Tool works with your GL. | You picked "something else" or "none yet". |
| Time drain | 20 | Tool's category matches your drain. | Tool has a tag from the drain's map. |
| Budget | 15 | Tool price is at or below your cap. | Tool price is one bucket higher, or pricing is custom. |
| Geography | filter only | Tool sells in your region or is global. | Not applicable. |
Custom-priced tools get full budget credit when you picked "not sure yet" or "$200 or more". For tighter budgets, custom pricing scores half credit because we cannot know the exact fit.
Tools scoring below 40 are excluded from the results page. If fewer than three tools clear the floor, you see a "no strong matches" state instead of padded weak results.
Ready to see what fits your firm? The matchmaker takes about ninety seconds.
Take the matchmaker