AI Indexes
Finance AI Index
Archive

Editions and the record

Every prompt, the versioned vendor table and each edition's report, archived permanently at stable URLs. The raw judge labels and full answers are sent on request.

Edition log

Each edition with the collection runs that produced it and the calibration repeat that set its noise floor. Monthly editions run on the first of each month at 06:00 UTC. Special editions follow major frontier model releases and are published as a comparison against the prior generation; they are added to the log when a release is announced.
EditionKindDateLabelsVendor tablethe change log is in the fileStatus
September 2026 EditionEdition2026-09-1746,778v2026-10.7Published
Collection run, smoke, small business, mid-market and enterpriseRun2026-09-175,858v2026-10.7Staged
Collection run, baseline, small business, mid-market and enterpriseRun2026-09-1740,920v2026-10.7Staged
Calibration repeat, 10 categoriesSets the noise floor for this edition.Repeat2026-09-1811,219v2026-10.7Measured
October 2026 EditionEdition2026-10-0171,909v2026-10.7Published
Collection run, monthly, small business, mid-market and enterpriseRun2026-10-0152,871v2026-10.7Staged
Collection run, smoke, enterprise,mid-market,smb · categories added to the October 2026 EditionRun2026-10-043,402v2026-10.7Published
Collection run, baseline, enterprise,mid-market,smb · categories added to the October 2026 EditionRun2026-10-0415,636v2026-10.7Published
Calibration repeat, 10 categoriesSets the noise floor for this edition.Repeat2026-10-0412,513v2026-10.7Measured
November 2026 EditionThen monthly on the first, through the November 2027 Edition. The full schedule →Edition2026-11-01pendingpendingScheduled
PublishedIn the public record at a stable URL, citable.MeasuredA calibration repeat, run and measured, feeding the noise floor.StagedThe data exists and is not public yet.ScheduledThe data does not exist yet.

The record

October 2026 Edition · vendor table v2026-10.7. The prompts, the model set, the vendor table and the report are free files. The raw judge labels and the full answers, with timestamp, model version and search flag, are sent on request. Every figure on the pages traces to the verbatim quotes shown beside it.

The raw judge labels and the full responses are sent on request, for research and reporting: ask for the record. The method files, the report and every figure on the pages stay free.

ArtifactOne row of it isSizeWhere
The raw recordJSON, one row per label or answer. The labels, the answers and the vendor table by request; the method files free.
edition-2026-10-scores.jsonJSONOne row per named product, with the name exactly as written and a verbatim evidence quote.25.7 MBBy request
edition-2026-10-responses.jsonJSONEvery call with its full answer text, timestamp, version string, search flag, cited URLs, latency and token counts.20.2 MBBy request
README.mdMarkdownWhat each column of the record means, how to reproduce any share on the site, the license and the citation.5 KBFree now
edition-2026-10.mdMarkdownThe derived report for the edition, including the appendix on loose paraphrase stability.590 KBFree now
prompts.jsonJSONEvery prompt verbatim: six variants across 57 categories for each buyer segment, 342 per segment. Each prompt carries its set; the September 2026 mid-market set, asked as a B2B software company, is kept under its own ids beside the current one.485 KBFree now
models.jsonJSONPinned models, endpoints, search tools and list prices as of the edition.16 KBFree now
vendor_aliases.jsonJSONCanonical names, aliases, category-scoped readings, exclusions and the change log.823 KBBy request
The calibration repeatThe same prompts asked again with nothing changed, over the twenty calibration categories.
mai-20261004-1104-calibration_b-scores.jsonJSONThe same prompts asked again on October 4, 2026 with nothing changed, over 10 categories. One row per named product, as in the edition file.4.5 MBBy request
mai-20261004-1104-calibration_b-responses.jsonJSONEvery call of the repeat with its full answer text, timestamp, version string, search flag, cited URLs, latency and token counts.3.5 MBBy request
mai-20261004-1104-calibration_b.mdMarkdownThe derived report for the repeat, the per-model flip rates behind the noise floor.125 KBFree now

The pages, the standings and the method files are published under CC BY 4.0, free to cite. Until 4 October 2026 the September and October 2026 records were offered for download under CC BY 4.0; copies obtained then keep those terms. From that date no edition's raw labels or full responses are offered for download; they are sent on request, under the record license: for the research or reporting it was sent for, with commercial use, redistribution and model training by agreement. The data dictionary, what each column means and how to reproduce any share on the site, is published above.

Cite this edition
Finance AI Recommendation Index, October 2026 Edition. finance-ai-index.com. Scored under vendor table v2026-10.7.
The subscriber app

The app reads this record for one company: every category it is named in, across all four indexes, what changed, who the models pick instead, and every answer behind every figure.

See the app

Seven days free, no card.

On request

The public index is a fixed scope, rescored every edition: 57 categories, three buyer segments, six framings, fourteen models. Everything below runs on one category for that category's subscribers, as an expanded run, and never enters the public standing.
CutWhat it is
The flagship modelsClaude Opus 5, Claude Opus 4.8, GPT-6 Astra, GPT-5.6 Sol, Gemini 3.1 Pro, Perplexity Sonar Pro, Muse Spark 1.3, on your category every month.
Job-to-be-done framingA seventh prompt per category that describes the work instead of naming the category.

Prices are on the Subscribe page. A cut that enough subscribers ask for can be promoted into the public index; that is announced in the edition log above and on the method page's change log, never done quietly.

Category roadmap

The addressable set across seven finance functions. The exceptions come first, because they are what the section is for.
57Categories coveredScored every edition, full record published.
8Out of scopeNamed below, with the reason.
7Finance functionsThe addressable set.
13Planned, not yet scoredAdditions are announced in the edition log.
Out of scopeNamed, with the reason. These are the rows the section exists for.
The adjacent functions domainAll 8 of its categories: Billing and subscription management, CPQ, Contract lifecycle management, Compliance automation, Third-party risk management, Payroll, Workforce planning, Cloud cost management. Products another index publishes or that a function other than finance evaluates. The buyer in the prompt decides which index a category is on.Out of scope
Products named as something other than a candidateA warehouse named as a data source inside a CDP answer, an ad platform named as a destination inside an attribution answer, a buyer's own tooling: counted only where the answer treats the product as a candidate in the category asked about, under the scoring rule on the method page.Excluded
Covered, by functionEvery covered category is scored the same way; open a function for its categories with the landscape reference and analyst coverage.
Accounting and closeThe ledger and the close: accounting software and ERP, close management, reconciliation, consolidation, revenue, leases, fixed assets and the AI assistants arriving in all of them.11Open 11 →
CategoryReferenceAnalyst coverage
Account reconciliationG2: Financial Reconciliation Software—
Accounting softwareG2: Accounting Software; Nonprofit Accounting Software—
Crypto accountingG2: Crypto Accounting Software—
ERP systemsG2: Discrete ERP Software; Distribution ERP Software; ERP Systems; ETO ERP Software; Government ERP Software; Mixed Mode ERP Software; Other ERP Software; Process ERP Software; Project-Based ERP Software—
Financial close managementG2: Financial Close Software—
Financial consolidation—Gartner Magic Quadrant for Financial Close and Consolidation Solutions (2024)
Lease accountingG2: Lease Accounting Software—
Revenue recognitionG2: Recurring Revenue Finance Software; Revenue Management Software—
SEC and disclosure reportingG2: Disclosure Management Software—
Audit analytics——Planned
Intercompany accounting——Planned
Planning and analysisForward-looking finance: FP&A, modeling and scenarios, reporting and dashboards, board reporting, corporate performance management and SaaS metrics.6Open 6 →
CategoryReferenceAnalyst coverage
Board and investor reportingG2: Investor Relations (IR) Website Builder Software; Investor Relations Software; Investor Relationship Management Software; Investor Reporting Software—
Financial modeling and scenario planningG2: Business Plan Software—
Financial reporting and dashboardsG2: Financial Analysis Software; Financial Analytics Software—
FP&A platformsG2: Budgeting and Forecasting Software; FP&A Software; Financial Predictive Analytics Software—
SaaS metrics and analyticsG2: Subscription Analytics Software—
Headcount and workforce budgeting——Planned
Spend and procurementMoney going out: expenses, cards, spend management, payables, procurement, sourcing, suppliers, travel and contractor payments.10Open 10 →
CategoryReferenceAnalyst coverage
Accounts payable automationG2: Accounts Payable Automation Software—
Contractor paymentsG2: Contractor Payment Software—
Corporate travel managementG2: Business Travel Management Services Providers; Travel Management Software—
Expense managementG2: Expense Management Software; Mileage Tracking Software; Travel & Expense Software—
Procure-to-payG2: Procure to Pay Software; Procurement Orchestration Software; Purchasing Software—
Spend management platformsG2: Spend Management Software—
Strategic sourcingG2: Autonomous Sourcing; Strategic Sourcing Software—
Supplier managementG2: Supplier Relationship Management (SRM) Software; Vendor Management Software—
Telecom expense managementG2: Telecom Expense Management (TEM) Solutions; Wireless Expense Management (WEM) Software—
Procurement analytics——Planned
Purchasing cards and virtual cards——Planned
Receivables and billingMoney coming in, after the invoice exists: receivables automation, invoicing, cash application, credit and B2B payment acceptance.13Open 13 →
CategoryReferenceAnalyst coverage
Accounts receivable automationG2: Accounts Receivable Software—
B2B BNPL and net termsG2: Installment Payment and Buy Now Pay Later (BNPL) Software—
B2B credit managementG2: Credit and Collections Software—
B2B payment acceptanceG2: Cryptocurrency Payment Gateways; Enterprise Payment Software; Payment Gateways; Payment Processing Software—
Chargeback managementG2: Chargeback Management—
Ecommerce fraud preventionG2: E-commerce Fraud Protection Software; Fraud Detection Software—
Embedded payments platformsG2: Embedded Payments Software—
Invoicing softwareG2: Invoice Management Software—
Merchants of recordG2: Merchant of Record Software—
Payment orchestration platformsG2: Payments Orchestration Software—
Professional services automationG2: Professional Services Automation Software—
Rebate managementG2: Rebate Management Software—
Dunning and payment recovery——Planned
Treasury and cashCash and banking: forecasting, treasury management, business banking, cross-border payments and bill pay.6Open 6 →
CategoryReferenceAnalyst coverage
Cash flow forecastingG2: Cash Flow Management Software—
Cross-border payments and FXG2: Cross-border payments software; Cryptocurrency Remittance Software; Foreign Exchange Software—
Stablecoin platformsG2: Stablecoin Infrastructure Software—
Treasury management systemsG2: Treasury Management Systems—
Bank connectivity and aggregation——Planned
Working capital financing——Planned
Tax and complianceObligations: sales tax, tax provision, e-invoicing mandates and the controls behind financial reporting.6Open 6 →
CategoryReferenceAnalyst coverage
AML and transaction monitoringG2: Anti-Money Laundering Software; Financial Fraud Prevention—
Corporate tax provisionG2: Corporate Tax Software—
Internal controls and SOXG2: Financial Audit Software—
Sales tax automationG2: Sales Tax and VAT Compliance Software—
Transfer pricingG2: Transfer Pricing Software—
Tax research and AI——Planned
Transfer pricing——Planned
Equity and corporateThe company itself: the cap table, its entities and its sustainability reporting.5Open 5 →
CategoryReferenceAnalyst coverage
Board portalsG2: Board Management Software—
Cap table managementG2: Equity Management Software; Stock Plan Administration Software—
Entity managementG2: Entity Management Software—
ESG and carbon reportingG2: Carbon Accounting Software; Environmental, Social, and Governance (ESG) Reporting Software; Sustainability Management Software—
Virtual data roomsG2: Virtual Data Room Software; M&A Software—
409A valuations——Planned
Business insurance——Planned
Investor relations——Planned

A category enters the addressable set when it is a product a buyer asks an AI to recommend for going to market. Additions and removals are announced in the edition log and on the method page, never done quietly.

Who is asking

Every prompt set is one combination of four choices: how big the buyer is, what industry it is in, how the question is framed, and who answers. Each added value multiplies the prompt set, so these are taxonomy decisions first and scope decisions second.

Company size
Small business Prompts reframed for a small team and budget. Prompt ids cNN-s1 to cNN-s6.
Covered
Mid-market The scale prompt says 500 people. Prompt ids cNN-1 to cNN-6.
Covered
Enterprise Thousands of users, predictable total cost, SSO, SOC 2 and procurement review. Prompt ids cNN-e1 to cNN-e6.
Covered
Industry
B2B company Every prompt today says a B2B company.
Covered
Financial services Regulated, compliance-heavy stack.
Planned
Healthcare Privacy and consent constraints change the answers.
Planned
Public sector Procurement rules and data residency change the answers.
Planned
Manufacturing Operational technology beside the corporate stack.
Planned
Question framing
Category question The buyer names the category: "what is the best SIEM for…". The six variants on the methodology page.
Covered
Job to be done The buyer describes the work, not the category. The model names the category as well as the product.
Planned
Who answers
AI models Fourteen models on the standard tier, fresh session per prompt.
Covered
Human buyers The same questions put to human buyers, published beside the model answers.
Planned
Cadence

A monthly edition on the same date. A special edition within days of a major frontier release, published against the prior generation. Quarterly written analysis, only once enough editions have accumulated to say something with substance.

Rescoring policy

When the vendor table changes, every edition in the series is regenerated under the new version, so the series is never a mix of table versions. A trend that appears only after a table change is tooling, not model behavior.

If the project ends

The historical series is the part that gets harder to replicate the longer it runs. Every edition stays at its stable URL, and the final edition is marked final on the site.