AI Indexes
Finance AI Index
September 2026 Edition, published September 17, 2026 · The permanent record of that edition, superseded since. The current standing is on the category page →
Index › Accounting and close › September 2026 Edition

Financial consolidation

Asked as “financial consolidation software”, and as “multi-entity consolidation tool”, on behalf of a mid-market B2B company. 55 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing · first-choice share
24%
Contested · Sage Intacct 16%
24Prophix16Sage Intacct13Joiin47others

24% of first choices, contested.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a mid-market B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01Prophix24%0%34accepted challenger
02Sage Intacct16%21%19accepted challenger
03Planful13%6%32accepted challenger
04Joiin13%0%15accepted challenger
05Oracle NetSuite9%13%15accepted challenger
06Vena2%0%26accepted challenger
07OneStream2%30%37criticized challenger
08Fathom2%0%10accepted challenger
09Datarails2%10%10accepted challenger
Show the three products at 0%, ordered by negative rate
12CCH Tagetik0%23%13accepted challenger
11BlackLine0%8%12accepted challenger
10Cube0%8%12accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its product page.
All twenty-eight head-to-head pages: the top eight products, each against each

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09
10
11
12
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Prophix24%
02Sage Intacct16%
03Planful13%
04Joiin13%
05Oracle NetSuite9%
06Vena2%
07OneStream2%
08Fathom2%
09Datarails2%
10Cube0%
11BlackLine0%
12CCH Tagetik0%

What they warned about

One of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.1 Fast, Mistral Small, DeepSeek V4 Flash, Qwen 3.7 Flash, Kimi K2, GLM 4.7 FlashX and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
OneStream
30%
11 of 37 labels negative · 7 of 12 models · 2 hard negative
“steer clear of **OneStream**, **Oracle Cloud EPM**, or **SAP Group Reporting**” Gemini 3.5 Flash, scale prompt
Microsoft Excel
67%
4 of 6 labels negative · 4 of 12 models · 1 hard negative
“Why to avoid: Human error: Excel remains the most error-prone consolidation "tool" in corporate finance” Gemini 3.5 Flash, negative prompt
Sage Intacct
21%
4 of 19 labels negative · 3 of 12 models · 2 hard negative
“Starts around $12,000/year (single user) with implementation costs of $5K $50K” DeepSeek V4 Flash, budget prompt
Oracle Hyperion
88%
7 of 8 labels negative · 3 of 12 models · 1 hard negative
“you generally want to avoid the massive legacy players (like Oracle Hyperion, which is too expensive/rigid)” Qwen 3.7 Flash, scale prompt

What they cite

Citations exist only for the models that return a source list: fourteen of the twelve in this edition, and all six flagship models on the expanded tier.

Sites the answers cite

74 of 84 answers in this category came back with a source list, from 14 of 12 models: citations where the model returns them, or the search results it consulted. 956 links across 228 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · Prophix42 answers · 66 citations · 13 models
vendor site · Consolidate.io32 answers · 35 citations · 10 models
vendor site · HighRadius30 answers · 36 citations · 11 models
vendor site · Guideflow23 answers · 24 citations · 8 models
22 answers · 27 citations · 11 models
vendor site · Maxima21 answers · 21 citations · 11 models
vendor site · Cubesoftware18 answers · 20 citations · 10 models
vendor site · Bluecopa16 answers · 17 citations · 10 models
15 answers · 18 citations · 7 models
vendor site · Planful14 answers · 15 citations · 7 models
14 answers · 15 citations · 6 models
vendor site · Datarails13 answers · 17 citations · 7 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

Search against answers

Each company's standing in the answers beside its site's footprint in Google search, one row a site: the products the models named on it with their shares, and the share they add up to; monthly searches on Google, and DataForSEO's estimate of AI search demand (modeled from search signals, directional, not a count of queries to any assistant), for the most-searched of the company's and its products' names (the name is in each row's hover text); estimated monthly organic visits to the site; and its best position in Google's top ten for “best financial consolidation software”, “consolidation tools”, “financial consolidation software”. US estimates from DataForSEO and Google's Ads Transparency Center. A small company's site, or a mid-sized company's site for its flagship, is marked company; a product on a large parent's site (Google, Microsoft) has no site figures. A column with no figures for this category is left out, and an empty cell means none were seen, not none exist. Two measurements side by side: neither is read as the cause of the other.
Company and productsShareOwn site citedName searches, GoogleAI search demand, est.Organic visitsPaid search a month, est.Google ads, last 30 daysBest Google position
Prophix prophix.com24%2371,6004114,138$109103
Sage sage.com
Sage Intacct 16%
16%433246,00090,5991,737,127 company$114,67178
Planful planful.com13%3413,600685,72658,997$137120
Joiin joiin.co13%67590415206
Oracle parent site
Oracle NetSuite 9%
9%489450,00066,611
Vena venasolutions.com2%34412,1003,92862,294$13,792583
OneStream onestream.com2%47812,10070332,233$361202
Fathom fathomhq.com2%20490,5006,65774,88138
Fluence Technologies2%901
Microsoft Dynamics microsoft.com
Microsoft Dynamics 365 Business Central 2%
2%1152,90050145,358,109 company$12,455103

Google's top ten for the three searches hold 20 sites; 3 of them are among the sites the models cited here (consolidate.io, highradius.com, linkedin.com). The first result for “best financial consolidation software” is gartner.com.

How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ShowHide
ModelDirect“What is the best financial consolidation software for a mid-market B2B company?”Paraphrase“Which multi-entity consolidation tool would you recommend to a mid-sized B2B company?”Comparative“What are the top consolidation tools and how do they differ?”Budget-constrained“What is the best financial consolidation software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a financial consolidation software. What should we look at?”Negative“Which consolidation tools should I avoid or be cautious about?”
Claude Haiku 4.5Planful, Prophix
Four alternativesDOKKA, HighRadius, OneStream, Vena
no first choiceChangedno first choice
Twelve alternativesBoard, CCH Tagetik, Cube, Datarails, Fathom, Joiin, LiveFlow, OneStream, Oracle Fusion Cloud EPM, Planful, Prophix, Vena
Joiin
Three alternativesCentage Planning Maestro, Microsoft Excel, Planful
no first choicenothing named
GPT-5.4 miniOneStream
Two alternativesOracle Fusion Cloud EPM, Prophix
Oracle NetSuiteChanged
One alternativeSoftLedger
against: Xero
Oracle Financial Consolidation and Close
Two alternativesSAP MDG Consolidation, SAP S/4HANA Consolidation / SAP Financial Consolidation-related capabilities
Adra Balancer
One alternativeBrizoConsol
against: Finalyzer, Planful, Quick Consols, Sage Intacct
no first choicenothing named
Gemini 3.5 FlashProphix
Four alternativesAnaplan Financial Consolidation, Lucanet, Planful, Vena
against: Oracle Hyperion, SAP BPC
Nominal, Sage IntacctChanged
Four alternativesIntuit Enterprise Suite, Joiin, Oracle NetSuite, Prophix
against: Oracle Hyperion, SAP BPC
no first choice
Nine alternativesCCH Tagetik, Joiin, LiveFlow, Lucanet, Nominal, OneStream, Oracle Fusion Cloud EPM, Planful, Prophix
Joiin
Four alternativesCalxa, Fathom, G-Accon, Syft Analytics
against: CCH Tagetik, OneStream, Workday Adaptive Planning
no first choice
Six alternativesFluence Technologies, Lucanet, Numeric, Planful, Prophix, Vena
against: OneStream, Oracle Fusion Cloud EPM, Oracle Hyperion, SAP BPC, SAP S/4HANA Finance for Group Reporting
against: Microsoft Excel, Oracle Hyperion, SAP BPC
Perplexity SonarProphix
Four alternativesCube, HighRadius, Planful, Vena
Oracle NetSuiteChanged
Five alternativesMicrosoft Dynamics 365 Business Central, Planful, Prophix, Vena, Workiva
against: Sage Intacct
no first choiceCentage Planning Maestro, Fathom
One alternativeQuickBooks Online
against: Sage Intacct
no first choiceagainst: Microsoft Excel
Grok 4.1 FastProphix
Four alternativesCentage Planning Maestro, Planful, SoftLedger, Vena
against: CCH Tagetik, OneStream, Oracle, SAP
Sage IntacctChanged
Three alternativesAcumatica Cloud ERP, Joiin, Microsoft Dynamics 365 Business Central
against: Oracle NetSuite
OneStream
Five alternativesBlackLine, CCH Tagetik, Oracle Financial Consolidation and Close, Prophix, Workiva
Syft Analytics
One alternativeLiveFlow
against: Planful, QuickBooks Online, insightsoftware
no first choice
Five alternativesCube, OneStream, Planful, Prophix, Vena
against: Microsoft Excel
Mistral SmallPlanful, Prophix
One alternativeOneStream
Oracle NetSuiteChanged
Two alternativesMicrosoft Dynamics 365 Business Central, Sage Intacct
no first choiceDatarails
Two alternativesJoiin, Konsolidator
no first choiceagainst: Microsoft Excel
DeepSeek V4 FlashPlanful, Prophix
Two alternativesCube, FloQast
against: OneStream
Sage IntacctChanged
Three alternativesOracle NetSuite, Planful, Vena
OneStream
Four alternativesLucanet, Prophix, SAP, Workiva
against: FloQast, Oracle Hyperion
Joiin
Two alternativesDOKKA, DualEntry
against: Anaplan, Datarails, OneStream, Sage Intacct, Workiva
Planful, Prophix, Venaagainst: CCH Tagetik, OneStream, Trintechagainst: Informatica, National Debt Relief, Oracle Data Quality
Llama 4 MaverickProphix
Three alternativesBluecopa, Cubesoftware, HighRadius
ProphixHeld
Five alternativesAcumatica Cloud ERP, LiveFlow, Microsoft Dynamics 365 Finance, Oracle NetSuite, Sage Intacct
no first choiceno first choiceno first choicenothing named
Qwen 3.7 FlashProphix
Four alternativesCube, OneStream, Pigment, Vena
Sage IntacctChanged
One alternativeOracle NetSuite
OneStream
Five alternativesOracle Financial Consolidation and Close, SAP Analytics Cloud, SAP BPC, Trintech, Workday
Trullion
Three alternativesFathom, FloQast, Vena
against: Oracle, SAP
no first choice
Eight alternativesAnaplan, BlackBay, BlackLine, HYP, Klevin, OneStream, Trullian, Vena
against: Oracle Hyperion
against: OneStream, Oracle Hyperion, SAP BPC
Kimi K2Fluence Technologies, Planful
Three alternativesDatarails, FloQast, Vena
against: OneStream
Sage IntacctChanged
Two alternativesOracle NetSuite, Prophix
against: OneStream
OneStream
Two alternativesProphix, Workiva
Joiin
Two alternativesFathom, ScaleXP
against: Excel templates
no first choiceagainst: FloQast, Oracle FCC, QuickBooks Online, Xero
GLM 4.7 FlashXProphix, Sage Intacct
Five alternativesCube, FloQast, HighRadius, OneStream, Planful
Oracle NetSuite, Sage IntacctChanged
Seven alternativesFutrli, Joiin, LiveFlow, Microsoft Dynamics 365 Business Central, Microsoft Dynamics 365 Finance & Operations, OneStream, Syft Analytics
no first choice
Four alternativesAirbyte, Microsoft Power Query, Qlik Talend, Skyvia
Konsolidat
Six alternativesDatarails, Fathom, Joiin, QuickBooks Online, Sage Intacct, Vena
against: Cube, Oracle NetSuite
no first choicenothing named
MiniMax M2.5Planful, Prophix
One alternativeFluence Technologies
against: OneStream
Acumatica Cloud ERP, Microsoft Dynamics 365 Business CentralChanged
One alternativeG-Accon
no first choiceJoiin
Two alternativesSage Intacct, ZebraSoft
no first choice
Five alternativesFluence Technologies, OneStream, Planful, Vena, Workday Adaptive Planning
nothing named
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:07yes97 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 09:20yes25 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-10-01 11:15yes1229 s
Direct recommendationPerplexity Sonarsonar2026-10-01 09:33yes193 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 07:36yes1910 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-10-01 09:45yes54 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 11:07yes1725 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 09:40yes51 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 08:25yes929 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-10-01 09:01yes1527 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 10:10yes1418 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 08:59yes1320 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:46no03 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 08:38yes34 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-10-01 08:03yes1524 s
ParaphrasePerplexity Sonarsonar2026-10-01 09:09yes183 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 09:32yes208 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-10-01 10:45yes53 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 11:11yes2438 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 09:46yes52 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 10:50yes1351 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-10-01 07:36yes1823 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 09:23yes1593 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 11:13yes526 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:40yes99 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 07:52yes46 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-10-01 09:14yes1924 s
ComparativePerplexity Sonarsonar2026-10-01 08:37yes164 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 10:09yes1710 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-10-01 07:39yes55 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 08:54yes2140 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 10:12yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 09:48no032 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:07yes2023 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 07:45yes2139 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 09:27yes1227 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 08:27yes97 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 09:15yes46 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-10-01 10:23yes2521 s
Budget constrainedPerplexity Sonarsonar2026-10-01 10:35yes233 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 07:48yes258 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-10-01 10:50yes177 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 08:06yes2526 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 09:24yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 09:37no030 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-10-01 09:49yes1323 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 11:09yes2224 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 10:59yes519 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 08:22no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 10:56no06 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-10-01 09:13yes1024 s
Scale constrainedPerplexity Sonarsonar2026-10-01 10:37yes194 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 10:29yes128 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-10-01 07:46no05 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 11:05yes1736 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 09:24yes52 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 09:20no037 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-10-01 09:12yes1521 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 07:55yes1769 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 07:47yes517 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 09:35no02 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 09:48yes55 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-10-01 10:12yes1724 s
Negative framingPerplexity Sonarsonar2026-10-01 10:21yes183 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 07:47yes258 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-10-01 07:45yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 07:45yes1931 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 09:17yes51 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 08:05no036 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:27yes2026 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 10:05yes2329 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 08:13yes523 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

ShowHide
Category-scoped readings
Acumatica read as Acumatica Cloud ERP
Adaptive Insights read as Workday Adaptive Planning
Centage read as Centage Planning Maestro
Excel read as Microsoft Excel
Excel/spreadsheets read as Microsoft Excel
Fluence read as Fluence Technologies
Host Analytics read as Planful
NetSuite read as Oracle NetSuite
Oracle Cloud EPM read as Oracle Fusion Cloud EPM
Oracle Cloud EPM (formerly Hyperion/HFM) read as Oracle Fusion Cloud EPM
Oracle EPM read as Oracle Fusion Cloud EPM
Prophix One read as Prophix
QuickBooks read as QuickBooks Online
SAP Group Reporting read as SAP S/4HANA Finance for Group Reporting
SAP S/4HANA Group Reporting read as SAP S/4HANA Finance for Group Reporting
SAP S/4HANA group reporting read as SAP S/4HANA Finance for Group Reporting
Vena Solutions read as Vena
Unresolved, counted raw
BlackBay
BrizoConsol
Cayman / Cority
HYP
Klevin
Microsoft Power Query (Get & Transform)
National Debt Relief
Oracle Data Quality
Oracle FCC
SAP MDG Consolidation
SAP S/4HANA Consolidation / SAP Financial Consolidation-related capabilities
Singer
SnapLogic
ZebraSoft
Discontinued, still offered
No shut-down product was recommended here.
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