# Segment: Mid-market

# Finance AI Recommendation Index, run mai-20261004-1104-calibration_b

60 prompts, 14 models, 4,228 raw judge labels, 4,253 scored labels after normalization. Published weights: first choice +3, alternative +2, mention +1, soft negative -2, hard negative -3.

Scored under vendor alias table version 2026-10.7. Raw judge labels are the permanent record; the numbers below are derived from them and are regenerated for every run whenever the alias table changes, so the whole series is always scored under one table version. Resolution of raw names: 3,501 by alias or canonical name, 425 by category-scoped alias, 63 from combined answers split into their products, 12 from combined answers counted once for their first product, 5 excluded by rule, 245 unresolved and counted under the raw name.

## Paraphrase stability

Share of categories where a model's first choice set on the direct prompt equals its set on the paraphrase.

| Model | Same | Different | Stability |
|---|---|---|---|
| Claude Haiku 4.5 | 2 | 8 | 20% |
| GPT-5.4 mini | 4 | 6 | 40% |
| Gemini 3.5 Flash | 4 | 6 | 40% |
| Perplexity Sonar | 4 | 6 | 40% |
| Grok 4.1 Fast | 5 | 5 | 50% |
| Mistral Small | 0 | 10 | 0% |
| DeepSeek V4 Flash | 7 | 3 | 70% |
| Llama 4 Maverick | 0 | 10 | 0% |
| Qwen 3.7 Flash | 3 | 7 | 30% |
| Kimi K2 | 6 | 4 | 60% |
| GLM 4.7 FlashX | 2 | 8 | 20% |
| MiniMax M2.5 | 2 | 8 | 20% |
| GPT-6 Luna | 4 | 6 | 40% |
| Muse Glimmer 30B | 1 | 9 | 10% |

A looser measure, whether a direct first choice survives as a first choice or alternative on the paraphrase, is in the appendix.

## Standing by category

First choice share across the direct, paraphrase, budget and scale prompts and all 14 models. The top product's share is published alongside the label: contested means the top share is at or below 40%, and a category just above the line is not meaningfully different from one just below it. Consensus means every model's direct-prompt first choice is the same single product.

| Category | Top product | Top share | First choices | Status |
|---|---|---|---|---|
| account-reconciliation | FloQast | 26% | 54 | contested |
| accounts-payable-automation | Ramp | 23% | 47 | contested |
| accounts-receivable-automation | Upflow | 17% | 52 | contested |
| board-and-investor-reporting | OnBoard | 30% | 56 | contested |
| business-banking | Mercury | 22% | 55 | contested |
| cap-table-management | Carta | 50% | 54 | clear leader |
| entity-management | Athennian | 41% | 49 | clear leader |
| financial-close-management | FloQast | 59% | 51 | clear leader |
| saas-metrics-and-analytics | ChartMogul | 55% | 55 | clear leader |
| sales-tax-automation | Avalara AvaTax | 45% | 47 | clear leader |

**account-reconciliation**: FloQast 26%, Trintech Adra 13%, Numeric 11%, Zoho Books 9%, Wave 7%

**accounts-payable-automation**: Ramp 23%, Stampli 21%, BILL Accounts Payable 19%, AvidXchange 13%, Melio 9%

**accounts-receivable-automation**: Upflow 17%, Versapay 13%, Billtrust 10%, Zoho Books 10%, Kolleno 6%

**board-and-investor-reporting**: OnBoard 30%, Boardable 11%, BoardPro 9%, AppDeck Board Portal 7%, Visible 7%

**business-banking**: Mercury 22%, Rho 13%, Bluevine 11%, Chase Business Banking 11%, Brex 9%

**cap-table-management**: Carta 50%, Pulley 15%, Eqvista 13%, Qapita 7%, Cake Equity 4%

**entity-management**: Athennian 41%, Commenda 8%, Diligent Entities 8%, Lextree 6%, Alethia 4%

**financial-close-management**: FloQast 59%, Numeric 18%, Datarails 4%, Double 4%, Planful 4%

**saas-metrics-and-analytics**: ChartMogul 55%, Maxio Metrics 11%, ProfitWell Metrics 11%, Baremetrics 5%, Databox 5%

**sales-tax-automation**: Avalara AvaTax 45%, TaxCloud 32%, Vertex 11%, Taxwire 4%, Anrok 2%

## Anti-recommendations

Products most often labeled soft or hard negative, with the number of models that did so at least once in the category, and the share of that product's labels in the category that were negative. 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.

- **account-reconciliation**: BlackLine (9 models, 4 hard; 20 of 42 labels negative), FloQast (6 models, 1 hard; 7 of 48 labels negative), Xero (5 models; 6 of 22 labels negative), QuickBooks Online (4 models; 5 of 23 labels negative)
- **accounts-payable-automation**: BILL Accounts Payable (12 models, 1 hard; 21 of 68 labels negative), Tipalti (6 models, 2 hard; 7 of 48 labels negative), AvidXchange (5 models, 2 hard; 5 of 37 labels negative), Coupa (4 models; 5 of 19 labels negative)
- **accounts-receivable-automation**: HighRadius (6 models, 1 hard; 11 of 37 labels negative), BILL Accounts Receivable (5 models, 2 hard; 5 of 25 labels negative), Billtrust (5 models; 6 of 31 labels negative), Chaser (3 models, 1 hard; 3 of 21 labels negative)
- **board-and-investor-reporting**: Diligent Boards (10 models, 4 hard; 20 of 46 labels negative), Nasdaq Boardvantage (10 models, 3 hard; 13 of 33 labels negative), BoardEffect (5 models; 5 of 20 labels negative), Dropbox (4 models, 3 hard; 4 of 4 labels negative)
- **business-banking**: Bluevine (9 models, 5 hard; 9 of 41 labels negative), Wells Fargo (9 models, 5 hard; 11 of 27 labels negative), Bank of America (8 models, 4 hard; 11 of 37 labels negative), Mercury (7 models, 4 hard; 8 of 49 labels negative)
- **cap-table-management**: Pulley (13 models, 19 hard; 24 of 63 labels negative), Carta (12 models, 3 hard; 14 of 72 labels negative), AngelList Stack (11 models, 9 hard; 12 of 19 labels negative), Shareworks (6 models, 3 hard; 9 of 33 labels negative)
- **entity-management**: Diligent Entities (8 models, 4 hard; 15 of 50 labels negative), Athennian (7 models, 3 hard; 8 of 51 labels negative), CSC Entity Management (6 models, 5 hard; 9 of 26 labels negative), Computershare GEMS (4 models, 1 hard; 5 of 8 labels negative)
- **financial-close-management**: BlackLine (12 models, 2 hard; 27 of 58 labels negative), FloQast (7 models, 2 hard; 9 of 55 labels negative), Workiva (6 models; 6 of 16 labels negative), OneStream (4 models; 5 of 19 labels negative)
- **saas-metrics-and-analytics**: Baremetrics (10 models, 2 hard; 12 of 50 labels negative), Mixpanel (8 models, 5 hard; 8 of 34 labels negative), ChartMogul (8 models; 8 of 65 labels negative), Amplitude (7 models, 5 hard; 7 of 27 labels negative)
- **sales-tax-automation**: TaxJar (12 models, 5 hard; 18 of 61 labels negative), Avalara AvaTax (8 models, 4 hard; 12 of 61 labels negative), Vertex (8 models, 3 hard; 13 of 49 labels negative), Numeral (5 models, 5 hard; 6 of 11 labels negative)

## Leadership and criticism

First-choice share and negative label rate are independent, so every product with at least 10 labels in a category is placed on both axes. Cutoffs: leader at 30% or more of first choices, criticized at 25% or more negative labels. An endorsed leader is recommended and not criticized; a criticized default is recommended while the models list its problems; a criticized challenger is named mostly to be warned against.

| Category | Product | First-choice share | Negative rate | Labels | Quadrant |
|---|---|---|---|---|---|
| account-reconciliation | FloQast | 26% | 15% | 48 | accepted challenger |
| account-reconciliation | Trintech Adra | 13% | 0% | 17 | accepted challenger |
| account-reconciliation | Numeric | 11% | 3% | 32 | accepted challenger |
| account-reconciliation | Zoho Books | 9% | 0% | 11 | accepted challenger |
| account-reconciliation | Xero | 7% | 27% | 22 | criticized challenger |
| account-reconciliation | Sage Intacct | 6% | 0% | 21 | accepted challenger |
| account-reconciliation | QuickBooks Online | 6% | 22% | 23 | accepted challenger |
| account-reconciliation | BlackLine | 6% | 48% | 42 | criticized challenger |
| account-reconciliation | HighRadius | 4% | 0% | 21 | accepted challenger |
| account-reconciliation | Prophix One | 2% | 0% | 12 | accepted challenger |
| account-reconciliation | Trintech | 0% | 18% | 17 | accepted challenger |
| account-reconciliation | Trintech Cadency | 0% | 40% | 10 | criticized challenger |
| accounts-payable-automation | Ramp | 23% | 7% | 45 | accepted challenger |
| accounts-payable-automation | Stampli | 21% | 10% | 39 | accepted challenger |
| accounts-payable-automation | BILL Accounts Payable | 19% | 31% | 68 | criticized challenger |
| accounts-payable-automation | AvidXchange | 13% | 14% | 37 | accepted challenger |
| accounts-payable-automation | Melio | 9% | 20% | 20 | accepted challenger |
| accounts-payable-automation | Tipalti | 6% | 15% | 48 | accepted challenger |
| accounts-payable-automation | Medius | 0% | 0% | 24 | accepted challenger |
| accounts-payable-automation | Coupa | 0% | 26% | 19 | criticized challenger |
| accounts-receivable-automation | Upflow | 17% | 0% | 31 | accepted challenger |
| accounts-receivable-automation | Versapay | 13% | 0% | 32 | accepted challenger |
| accounts-receivable-automation | Zoho Books | 10% | 0% | 13 | accepted challenger |
| accounts-receivable-automation | Billtrust | 10% | 19% | 31 | accepted challenger |
| accounts-receivable-automation | Quadient AR | 6% | 4% | 25 | accepted challenger |
| accounts-receivable-automation | Tesorio | 4% | 5% | 20 | accepted challenger |
| accounts-receivable-automation | Chaser | 4% | 14% | 21 | accepted challenger |
| accounts-receivable-automation | BILL Accounts Receivable | 4% | 20% | 25 | accepted challenger |
| accounts-receivable-automation | HighRadius | 4% | 30% | 37 | criticized challenger |
| accounts-receivable-automation | Gaviti | 2% | 7% | 14 | accepted challenger |
| accounts-receivable-automation | Invoiced | 0% | 0% | 12 | accepted challenger |
| board-and-investor-reporting | OnBoard | 30% | 7% | 42 | endorsed leader |
| board-and-investor-reporting | Boardable | 11% | 10% | 30 | accepted challenger |
| board-and-investor-reporting | BoardPro | 9% | 6% | 18 | accepted challenger |
| board-and-investor-reporting | Nasdaq Boardvantage | 2% | 39% | 33 | criticized challenger |
| board-and-investor-reporting | Board Intelligence | 0% | 0% | 20 | accepted challenger |
| board-and-investor-reporting | Azeus Convene | 0% | 10% | 10 | accepted challenger |
| board-and-investor-reporting | BoardEffect | 0% | 25% | 20 | criticized challenger |
| board-and-investor-reporting | Diligent Boards | 0% | 43% | 46 | criticized challenger |
| business-banking | Mercury | 22% | 16% | 49 | accepted challenger |
| business-banking | Rho | 13% | 5% | 20 | accepted challenger |
| business-banking | Chase Business Banking | 11% | 20% | 46 | accepted challenger |
| business-banking | Bluevine | 11% | 22% | 41 | accepted challenger |
| business-banking | Brex | 9% | 14% | 35 | accepted challenger |
| business-banking | Novo | 5% | 4% | 24 | accepted challenger |
| business-banking | U.S. Bank | 5% | 12% | 17 | accepted challenger |
| business-banking | Bank of America | 2% | 30% | 37 | criticized challenger |
| business-banking | Airwallex | 0% | 0% | 14 | accepted challenger |
| business-banking | Found | 0% | 17% | 12 | accepted challenger |
| business-banking | Relay | 0% | 25% | 24 | criticized challenger |
| business-banking | Wells Fargo | 0% | 41% | 27 | criticized challenger |
| cap-table-management | Carta | 50% | 19% | 72 | endorsed leader |
| cap-table-management | Pulley | 15% | 38% | 63 | criticized challenger |
| cap-table-management | Eqvista | 13% | 0% | 35 | accepted challenger |
| cap-table-management | Qapita | 7% | 0% | 19 | accepted challenger |
| cap-table-management | Fidelity Private Shares | 4% | 0% | 13 | accepted challenger |
| cap-table-management | Cake Equity | 4% | 0% | 24 | accepted challenger |
| cap-table-management | Shareworks | 4% | 27% | 33 | criticized challenger |
| cap-table-management | Capboard | 0% | 0% | 13 | accepted challenger |
| cap-table-management | Ledgy | 0% | 2% | 44 | accepted challenger |
| cap-table-management | AngelList Stack | 0% | 63% | 19 | criticized challenger |
| entity-management | Athennian | 41% | 16% | 51 | endorsed leader |
| entity-management | Commenda | 8% | 6% | 16 | accepted challenger |
| entity-management | Diligent Entities | 8% | 30% | 50 | criticized challenger |
| entity-management | Filejet | 4% | 0% | 23 | accepted challenger |
| entity-management | EntityKeeper | 4% | 9% | 32 | accepted challenger |
| entity-management | MinuteBox | 2% | 0% | 17 | accepted challenger |
| entity-management | Discern | 2% | 7% | 14 | accepted challenger |
| entity-management | CT Corporation Entity Management | 0% | 9% | 11 | accepted challenger |
| entity-management | CSC Entity Management | 0% | 35% | 26 | criticized challenger |
| financial-close-management | FloQast | 59% | 16% | 55 | endorsed leader |
| financial-close-management | Numeric | 18% | 5% | 43 | accepted challenger |
| financial-close-management | Planful | 4% | 0% | 10 | accepted challenger |
| financial-close-management | Datarails | 4% | 8% | 13 | accepted challenger |
| financial-close-management | Prophix | 2% | 6% | 18 | accepted challenger |
| financial-close-management | Trintech | 2% | 18% | 17 | accepted challenger |
| financial-close-management | Trintech Adra | 0% | 0% | 12 | accepted challenger |
| financial-close-management | OneStream | 0% | 26% | 19 | criticized challenger |
| financial-close-management | Workiva | 0% | 38% | 16 | criticized challenger |
| financial-close-management | BlackLine | 0% | 47% | 58 | criticized challenger |
| saas-metrics-and-analytics | ChartMogul | 55% | 12% | 65 | endorsed leader |
| saas-metrics-and-analytics | Maxio Metrics | 11% | 8% | 25 | accepted challenger |
| saas-metrics-and-analytics | ProfitWell Metrics | 11% | 20% | 44 | accepted challenger |
| saas-metrics-and-analytics | Databox | 5% | 0% | 23 | accepted challenger |
| saas-metrics-and-analytics | Baremetrics | 5% | 24% | 50 | accepted challenger |
| saas-metrics-and-analytics | Looker Studio | 4% | 6% | 16 | accepted challenger |
| saas-metrics-and-analytics | PostHog | 0% | 0% | 18 | accepted challenger |
| saas-metrics-and-analytics | Heap | 0% | 8% | 13 | accepted challenger |
| saas-metrics-and-analytics | Mixpanel | 0% | 24% | 34 | accepted challenger |
| saas-metrics-and-analytics | Amplitude | 0% | 26% | 27 | criticized challenger |
| saas-metrics-and-analytics | Microsoft Power BI | 0% | 26% | 19 | criticized challenger |
| saas-metrics-and-analytics | Tableau | 0% | 40% | 15 | criticized challenger |
| sales-tax-automation | Avalara AvaTax | 45% | 20% | 61 | endorsed leader |
| sales-tax-automation | TaxCloud | 32% | 11% | 45 | endorsed leader |
| sales-tax-automation | Vertex | 11% | 27% | 49 | criticized challenger |
| sales-tax-automation | Taxwire | 4% | 8% | 13 | accepted challenger |
| sales-tax-automation | Zamp | 2% | 0% | 11 | accepted challenger |
| sales-tax-automation | Anrok | 2% | 0% | 18 | accepted challenger |
| sales-tax-automation | Sovos | 2% | 19% | 26 | accepted challenger |
| sales-tax-automation | TaxJar | 2% | 30% | 61 | criticized challenger |
| sales-tax-automation | Stripe Tax | 0% | 7% | 14 | accepted challenger |
| sales-tax-automation | Numeral | 0% | 55% | 11 | criticized challenger |

## Treatment of lab-affiliated products by model

Self-preference is only measurable with a control group: how the lab's own model treats its products compared with how every other model treats the same products. Anthropic, OpenAI have no products in the covered categories with enough labels to measure, so nothing is claimed about them.

**Google products** (7 products, 47 labels). Cells are positive/negative/all labels.

| Product | Claude Haiku 4.5 | GPT-5.4 mini | Gemini 3.5 Flash | Perplexity Sonar | Grok 4.1 Fast | Mistral Small | DeepSeek V4 Flash | Llama 4 Maverick | Qwen 3.7 Flash | Kimi K2 | GLM 4.7 FlashX | MiniMax M2.5 | GPT-6 Luna | Muse Glimmer 30B |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Looker Studio | 2/0/2 | 1/0/1 | 1/0/1 | 1/0/1 | 1/0/1 | 1/0/1 | 2/0/2 |  | 1/1/2 | 1/0/1 | 3/0/3 | 1/0/1 |  | 1/0/1 |
| Looker | 1/0/1 |  | 1/0/1 |  | 1/0/1 | 2/0/2 | 1/1/2 |  | 1/0/1 |  |  |  | 2/0/2 |  |
| Google Sheets |  |  | 0/1/1 |  | 0/1/1 | 0/1/1 |  | 1/0/1 | 0/2/2 |  |  | 1/0/1 | 1/0/1 |  |
| Google Analytics |  |  |  |  | 0/1/1 | 0/1/1 |  |  |  |  | 1/0/1 | 0/1/1 |  | 0/1/1 |
| Google Workspace |  |  | 1/0/1 |  | 1/0/1 |  | 1/0/1 |  |  |  |  |  |  |  |
| Google Drive |  |  | 0/1/1 |  |  | 0/1/1 |  |  |  |  | 0/1/1 |  |  |  |
| BigQuery |  |  | 1/0/1 |  |  |  |  |  |  |  |  |  |  |  |

Mean label weight on Google products: Gemini 3.5 Flash +0.00 over 6 labels; the other 13 models +0.44 over 41 labels. Weights run from +3 (first choice) to -3 (hard negative). A gap under about half a point on this few labels is not a finding.

## Discontinued products recommended

None in this run.

## Normalization

Unresolved, 245 labels counted under the raw name, for human review:

Corporatek Inc. in entity-management (4), Azlo in business-banking (2), BlueLink in sales-tax-automation (2), Board.com in board-and-investor-reporting (2), BoardSite in board-and-investor-reporting (2), Carta Build in cap-table-management (2), EquityZen in cap-table-management (2), Finero in accounts-receivable-automation (2), Hypatos in accounts-payable-automation (2), KeyBank in business-banking (2), Ledgy Launch in cap-table-management (2), Morgan Stanley's Shareworks in cap-table-management (2), Paddle ProfitWell Metrics in saas-metrics-and-analytics (2), Porter Metrics in saas-metrics-and-analytics (2), SkyStem (ART) in financial-close-management (2), Traact in entity-management (2), Tratta in accounts-receivable-automation (2), speedRecon in account-reconciliation (2), 6sense in saas-metrics-and-analytics (1), 8am/CPACharge in accounts-receivable-automation (1), A local bank or credit union in business-banking (1), AccountsIQ in account-reconciliation (1), AccurateTax in sales-tax-automation (1), Admincontrol in board-and-investor-reporting (1), Allocations in board-and-investor-reporting (1), American Express Business Banking in business-banking (1), AngelList Stock in cap-table-management (1), Athena Intelligence in entity-management (1), Attribution.io in saas-metrics-and-analytics (1), Autonomous R2R in financial-close-management (1), Avatax (Avalara) Free Tier in sales-tax-automation (1), Avior in sales-tax-automation (1), Avolin Reconciliations in account-reconciliation (1), Axos Business Banking in business-banking (1), BILL Financial Operations Platform in accounts-receivable-automation (1), Bank of America Advantage in business-banking (1), Bank of America Business Advantage Relationship Banking in business-banking (1), Bank of America Fundamentals in business-banking (1), Bankfrog in account-reconciliation (1), Biller Genie in accounts-receivable-automation (1), Billing Manager in saas-metrics-and-analytics (1), Billtrust iController in accounts-receivable-automation (1), Blue承 in board-and-investor-reporting (1), Board Intelligence – Report Writer & IQ Insights in board-and-investor-reporting (1), BoardIntelligence in board-and-investor-reporting (1), Boardsight in board-and-investor-reporting (1), Bookkeep in account-reconciliation (1), Boost Intercept in accounts-payable-automation (1), Brightflag in entity-management (1), Bryter in accounts-receivable-automation (1), CCH® SureTax® (Wolters Kluwer) in sales-tax-automation (1), CT Corporation's hCue in entity-management (1), CT Corporation, part of Wolters Kluwer in entity-management (1), Capable in cap-table-management (1), Capdesk from Carta in cap-table-management (1), CaseWare in entity-management (1), Certent Clarity in account-reconciliation (1), Certent Equity in cap-table-management (1), Chase Commercial in accounts-receivable-automation (1), CleanSlate in board-and-investor-reporting (1), Clearbooks in account-reconciliation (1), Cometly in saas-metrics-and-analytics (1), Conga Compliance in entity-management (1), Cora in business-banking (1), Corporatize in entity-management (1), CorroComp in account-reconciliation (1), Covisint (now part of IQVIA) in entity-management (1), Current in business-banking (1), Custom Power BI Dashboards in saas-metrics-and-analytics (1), DOK in account-reconciliation (1), Datameer in account-reconciliation (1), Datorama (Salesforce) in saas-metrics-and-analytics (1), Daxko in accounts-receivable-automation (1), DigiParser in accounts-payable-automation (1), Digits Core in financial-close-management (1), Directorpoint in board-and-investor-reporting (1), DocuSign Boards in board-and-investor-reporting (1), DocuWare in accounts-payable-automation (1), Dowser in entity-management (1), Enboard in board-and-investor-reporting (1), Enboarder in board-and-investor-reporting (1), Enboarder in entity-management (1), Equiniti (EQ) in cap-table-management (1), Excelion in cap-table-management (1), Exela Lockbox in accounts-receivable-automation (1), Factors.ai in saas-metrics-and-analytics (1), Fidelity's Private Shares in cap-table-management (1), Financial Close Software by Numeric in financial-close-management (1), Forecastly/Lattice in board-and-investor-reporting (1), Found Financial in business-banking (1), Foundersuite in board-and-investor-reporting (1), G&A in sales-tax-automation (1), GO2bank in business-banking (1), Gainsight PX in saas-metrics-and-analytics (1), Galvix, Taxwire, or TaxValet in sales-tax-automation (1), HighRadius Accounts Payable in accounts-payable-automation (1), Huntington in business-banking (1), IBM OpenScale in accounts-receivable-automation (1), Intempt in saas-metrics-and-analytics (1), Intuit in accounts-receivable-automation (1), Investor Relations Software from SourceForge in board-and-investor-reporting (1), Ipreo in board-and-investor-reporting (1), Issuer Direct / EquityStory in board-and-investor-reporting (1), J.P. Morgan Middle Market Banking in business-banking (1), J.P. Morgan's Middle Market Banking team in business-banking (1), JPMorgan Chase Commercial in business-banking (1), Keap in financial-close-management (1), Keeper.app in financial-close-management (1), KeyBanc in business-banking (1), Klaus in saas-metrics-and-analytics (1), Klipfolio PowerMetrics in saas-metrics-and-analytics (1), Laserfiche in accounts-payable-automation (1), Legacy AngelList Cap Table in cap-table-management (1), Less Annoying CRM in financial-close-management (1), Loomio in board-and-investor-reporting (1), M2P Recon360 in account-reconciliation (1), MMR (Model Manager Reconciliation) in account-reconciliation (1), MRR.io in saas-metrics-and-analytics (1), Maxima AI in financial-close-management (1), Metabase Open Source in saas-metrics-and-analytics (1), Microsoft SharePoint in board-and-investor-reporting (1), MineralTree TotalAP in accounts-payable-automation (1), Morgan Stanley at Work's Shareworks in cap-table-management (1), My Board View by Societ in board-and-investor-reporting (1), NKBC in business-banking (1), Nasdaq IR Software in board-and-investor-reporting (1), NatWest Business Banking, UK in business-banking (1), NetSuite AP Suite in accounts-payable-automation (1), NetSuite Bank Feeds and Match Bank Data in account-reconciliation (1), NetSuite Board in board-and-investor-reporting (1), NetSuite – ZoneReconcile in account-reconciliation (1), North One in business-banking (1), Novacly in financial-close-management (1), Numeric.io in account-reconciliation (1), Odoo.sh or Community Edition in accounts-payable-automation (1), Oracle AP Automation (part of Oracle Cloud ERP) in accounts-payable-automation (1), Oracle Account Reconciliations in financial-close-management (1), Oracle Automatic Reconciliation in account-reconciliation (1), Oracle Financial Consolidation and Close / Hyperion Close Management in financial-close-management (1), Oracle e-Business Suite AR in accounts-receivable-automation (1), Oracle e-Business Suite Accounts Receivable in accounts-receivable-automation (1), Oracle tools in account-reconciliation (1), Paperless Boards in board-and-investor-reporting (1), Passageways OnBoard in board-and-investor-reporting (1), PaySimple in accounts-receivable-automation (1), Peakflo in accounts-receivable-automation (1), Pledge in cap-table-management (1), Porter SaaS Metrics Dashboard in saas-metrics-and-analytics (1), Pricefish in cap-table-management (1), Proven in accounts-receivable-automation (1), Pulley Startup in cap-table-management (1), PwC's ILM (Integrated Legal Management) in entity-management (1), Qapita Startup in cap-table-management (1), Qoorp in cap-table-management (1), Qorpo in cap-table-management (1), Quadient Accounts Payable (Beanworks) in accounts-payable-automation (1), Quantium in board-and-investor-reporting (1), QuickBooks-integrated AP solutions (e.g., BILL AP/AR) in accounts-payable-automation (1), RASi in entity-management (1), RadiusOne AR Suite in accounts-receivable-automation (1), Reconciled in account-reconciliation (1), Regions in business-banking (1), Reimber in accounts-receivable-automation (1), Rework in accounts-receivable-automation (1), Rex.inc in accounts-receivable-automation (1), Ruler Analytics in saas-metrics-and-analytics (1), SAP AR in accounts-receivable-automation (1), SAP Account Substantiation and Automation in financial-close-management (1), SaaS Hero in saas-metrics-and-analytics (1), Sage AP Automation in accounts-payable-automation (1), Sage Intacct's native tools in account-reconciliation (1), SalesCloser AI in financial-close-management (1), Secretariat in entity-management (1), SeedLegals in cap-table-management (1), Sheetrev in saas-metrics-and-analytics (1), Sidotrade in accounts-receivable-automation (1), SimpleLegal in entity-management (1), Simply Wall St (IR Suite) in board-and-investor-reporting (1), SkyStem in financial-close-management (1), Slice Global Equity in cap-table-management (1), Slides in board-and-investor-reporting (1), Societ's My Board View in board-and-investor-reporting (1), Software from ZipDo in board-and-investor-reporting (1), Spendco in accounts-payable-automation (1), Spindl in cap-table-management (1), SprintAP in accounts-payable-automation (1), Square for Commerce in business-banking (1), Standard Microsoft Excel in board-and-investor-reporting (1), Staple.ai in accounts-payable-automation (1), Stripe Billing Analytics in saas-metrics-and-analytics (1), Stripe Billing analytics / Stripe Sigma in saas-metrics-and-analytics (1), Stripe Dashboard in saas-metrics-and-analytics (1), Stripe native reports in saas-metrics-and-analytics (1), Stripe's Built-in Charts in saas-metrics-and-analytics (1), Synapse Infrastructure in business-banking (1), SyncBack in accounts-payable-automation (1), TCF National Bank in business-banking (1), TD Business Premier Checking in business-banking (1), TSB Business Banking, UK in business-banking (1), Tableau Creator (or Tableau Public) in saas-metrics-and-analytics (1), Tarkus in entity-management (1), Thomson Reuters Elite in entity-management (1), Traditional (Chase/PNC) in business-banking (1), Trintech - ReconNET / Cadency in account-reconciliation (1), Truist Bank in business-banking (1), U.S. Bank – Business Essentials in business-banking (1), Varo Money in business-banking (1), Verified Market Research in board-and-investor-reporting (1), Vertex Cloud in sales-tax-automation (1), Veyo in board-and-investor-reporting (1), Virgin Money M in business-banking (1), Vyyo in cap-table-management (1), Wells Fargo Navigate in business-banking (1), Windsor.ai in saas-metrics-and-analytics (1), Wintrust in business-banking (1), Wise Business Account in business-banking (1), ZarMoney in account-reconciliation (1), Zebrium in account-reconciliation (1), ZoneReconciles in account-reconciliation (1), basic Trello boards in financial-close-management (1), eShares/Forge in cap-table-management (1), hCue (by CT Corporation) in entity-management (1), novacly in financial-close-management (1), shared Excel files in financial-close-management (1), turboboost.com in saas-metrics-and-analytics (1)

Excluded by rule, 5 labels not scored:

FitGap (2; a publisher of software roundups and rankings, cited as a source and named as if it were a product; it sells nothing it ranks), Gitnux (1; a publisher of software roundups and rankings, cited as a source and named as if it were a product; it sells nothing it ranks), World Metrics (1; a publisher of software roundups and rankings, cited as a source and named as if it were a product; it sells nothing it ranks), Zipdo (1; a publisher of software roundups and rankings, cited as a source and named as if it were a product; it sells nothing it ranks)

Category-scoped resolutions, 425 labels. A bare vendor name was read as that vendor's product for the asked category, which assigns specificity the model did not write; each one is listed so the assumption is visible:

Avalara in sales-tax-automation read as Avalara AvaTax (49), Diligent in board-and-investor-reporting read as Diligent Boards (23), BILL in accounts-payable-automation read as BILL Accounts Payable (21), Maxio in saas-metrics-and-analytics read as Maxio Metrics (19), Bill.com in accounts-payable-automation read as BILL Accounts Payable (18), Chase in business-banking read as Chase Business Banking (15), BILL (formerly Bill.com) in accounts-payable-automation read as BILL Accounts Payable (13), Ramp Bill Pay in accounts-payable-automation read as Ramp (13), CT Corporation in entity-management read as CT Corporation Entity Management (10), AppDeck in board-and-investor-reporting read as AppDeck Board Portal (9), BILL in accounts-receivable-automation read as BILL Accounts Receivable (9), CSC in entity-management read as CSC Entity Management (9), Prophix One in financial-close-management read as Prophix (9), Adra by Trintech in account-reconciliation read as Trintech Adra (8), JPMorgan Chase in business-banking read as Chase Business Banking (8), ProfitWell in saas-metrics-and-analytics read as ProfitWell Metrics (8), BILL (formerly Bill.com) in accounts-receivable-automation read as BILL Accounts Receivable (7), Bank of America Business Advantage in business-banking read as Bank of America (7), Diligent in entity-management read as Diligent Entities (7), Google Looker Studio in saas-metrics-and-analytics read as Looker Studio (7), QuickBooks Bill Pay in accounts-payable-automation read as QuickBooks (5), Adra by Trintech in financial-close-management read as Trintech Adra (4), AngelList in cap-table-management read as AngelList Stack (4), Aprio in board-and-investor-reporting read as Aprio Board Portal (4), BILL AP/AR in accounts-payable-automation read as BILL Accounts Payable (4), Excel in board-and-investor-reporting read as Microsoft Excel (4), NetSuite in account-reconciliation read as Oracle NetSuite (4), Quadient in accounts-payable-automation read as Quadient AP (4), Adra (by Trintech) in financial-close-management read as Trintech Adra (3), BILL (Bill.com) in accounts-payable-automation read as BILL Accounts Payable (3), BILL AP/AR in accounts-receivable-automation read as BILL Accounts Receivable (3), Citi in business-banking read as Citibank (3), Grasshopper Bank in business-banking read as Grasshopper (3), NetSuite in accounts-payable-automation read as Oracle NetSuite (3), PNC in business-banking read as PNC Bank (3), Prophix in account-reconciliation read as Prophix One (3), QuickBooks in account-reconciliation read as QuickBooks Online (3), QuickBooks Online in accounts-payable-automation read as QuickBooks (3), Wave Accounting in account-reconciliation read as Wave (3), Avalara (AvaTax) in sales-tax-automation read as Avalara AvaTax (2), BILL.com in accounts-payable-automation read as BILL Accounts Payable (2), BlackLine in accounts-receivable-automation read as BlackLine Invoice-to-Cash (2), Computershare in entity-management read as Computershare GEMS (2), DiliTrust in entity-management read as DiliTrust Entity Management (2), Excel in account-reconciliation read as Microsoft Excel (2), J.P. Morgan Chase in business-banking read as Chase Business Banking (2), PowerBI in saas-metrics-and-analytics read as Microsoft Power BI (2), ProfitWell (Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (2), ProfitWell (Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (2), ProfitWell (now Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (2), QuickBooks in sales-tax-automation read as QuickBooks Sales Tax (2), Zoho in account-reconciliation read as Zoho Books (2), Adra (Trintech) in financial-close-management read as Trintech Adra (1), AngelList (Stack) in cap-table-management read as AngelList Stack (1), Avalara (AvaTax & CertCapture) in sales-tax-automation read as Avalara AvaTax (1), Avalara (AvaTax + CertCapture) in sales-tax-automation read as Avalara AvaTax (1), Avalara (now part of Coupa) in sales-tax-automation read as Avalara AvaTax (1), BILL (AP/AR) in accounts-receivable-automation read as BILL Accounts Receivable (1), BILL (Bill.com) in accounts-receivable-automation read as BILL Accounts Receivable (1), BILL / Bill.com in accounts-payable-automation read as BILL Accounts Payable (1), BILL / Bill.com in accounts-receivable-automation read as BILL Accounts Receivable (1), BILL.com (BILL AP/AR) in accounts-payable-automation read as BILL Accounts Payable (1), Bill.com in accounts-receivable-automation read as BILL Accounts Receivable (1), Bill.com (AR Module) in accounts-receivable-automation read as BILL Accounts Receivable (1), Bill.com (BILL) in accounts-payable-automation read as BILL Accounts Payable (1), Bill.com (formerly BILL) in accounts-payable-automation read as BILL Accounts Payable (1), Bill.com / BILL in accounts-payable-automation read as BILL Accounts Payable (1), CSC (Corporation Service Company) in entity-management read as CSC Entity Management (1), CSC (Entity Management) in entity-management read as CSC Entity Management (1), Chase Business in business-banking read as Chase Business Banking (1), ClearPoint in board-and-investor-reporting read as ClearPoint Strategy (1), Diligent (Boardex) in entity-management read as Diligent Entities (1), Diligent (Diligent Boards / Diligent One) in board-and-investor-reporting read as Diligent Boards (1), Diligent (formerly Onspring) in entity-management read as Diligent Entities (1), Excel in cap-table-management read as Microsoft Excel (1), Excel in entity-management read as Microsoft Excel (1), Google BigQuery in saas-metrics-and-analytics read as BigQuery (1), Harbor Compliance Entity Manager in entity-management read as Harbor Compliance (1), J.P. Morgan in business-banking read as Chase Business Banking (1), JP Morgan in business-banking read as Chase Business Banking (1), JPMorgan Chase (Commercial Banking) in business-banking read as Chase Business Banking (1), Maxio (ex-SaaSOptics + Chargify) in saas-metrics-and-analytics read as Maxio Metrics (1), Maxio (ex-SaaSOptics) in saas-metrics-and-analytics read as Maxio Metrics (1), Maxio (formerly Chargify + SaaSOptics) in saas-metrics-and-analytics read as Maxio Metrics (1), Maxio (formerly SaaSOptics & Chargify) in saas-metrics-and-analytics read as Maxio Metrics (1), Maxio (formerly SaaSOptics) in saas-metrics-and-analytics read as Maxio Metrics (1), ONESOURCE in sales-tax-automation read as Thomson Reuters ONESOURCE (1), Oracle in account-reconciliation read as Oracle Account Reconciliation Cloud (1), Oracle Cloud EPM in account-reconciliation read as Oracle Fusion Cloud EPM (1), Oracle Cloud EPM (Financial Consolidation and Close) in financial-close-management read as Oracle Fusion Cloud EPM (1), Oracle Tax in sales-tax-automation read as Oracle (1), ProfitWell (by Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (now Paddle Retain) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (now Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell / Paddle in saas-metrics-and-analytics read as ProfitWell Metrics (1), Profitwell in saas-metrics-and-analytics read as ProfitWell Metrics (1), Prophix (OneStream / Adaptive) in account-reconciliation read as Prophix One (1), Qlik in board-and-investor-reporting read as Qlik Sense (1), Quadient in accounts-receivable-automation read as Quadient AR (1), Quadient (formerly Beanworks) in accounts-payable-automation read as Quadient AP (1), Quadient Accounts Receivable in accounts-receivable-automation read as Quadient AR (1), QuickBooks in accounts-receivable-automation read as QuickBooks Online (1), QuickBooks Free in account-reconciliation read as QuickBooks Online (1), QuickBooks Free in accounts-receivable-automation read as QuickBooks Online (1), QuickBooks Online Simple Start in account-reconciliation read as QuickBooks Online (1), SAP in account-reconciliation read as SAP Reconciliation (1), SAP Ariba Invoice Management in accounts-payable-automation read as SAP Ariba (1), SVB in business-banking read as Silicon Valley Bank (1), Sigma in saas-metrics-and-analytics read as Sigma Computing (1), Synapse in business-banking read as Synapse Financial Technologies (1), Vena Solutions in board-and-investor-reporting read as Vena (1), Vena Solutions in financial-close-management read as Vena (1), Vertex O Series in sales-tax-automation read as Vertex (1), Wave Accounting in accounts-receivable-automation read as Wave (1), Xero in sales-tax-automation read as Xero Tax (1), nbkc Bank in business-banking read as NBKC (1)

Combined answers split into one label per product: Astrella/Cake Equity, Avalara/DAVO, Basware/Medius, Bill.com / BILL AP/AR, Boardable/Passageways, CSC Entity Management / CSC Global, Capbase / Capboard, Certent/Shareworks, Chase/JPMorgan, Corpay/Corcentric, Diligent Boards / Diligent One, Diligent Entities / Athennian, Fathom / Syft Analytics, LTSE Equity/Captable.io, Looker Studio / Power BI, Looker/Google Data Studio, Morgan Stanley at Work / Shareworks, Power BI / Tableau, Quadient AR/YayPay, QuickBooks Online Advanced / Xero / NetSuite (Native), QuickBooks/Xero, Spendesk / Bill.com (Add-ons), Trintech / Adra, Trintech Adra / Cadency, U.S. Bank / Truist, Vertex / Sovos, Xero + Avalara, Zamp/Commenda, Zapier + Google Sheets

## Appendix: loose paraphrase stability

- Claude Haiku 4.5: a direct first choice kept as first choice or alternative in 3 of 10 categories (30%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, sales-tax-automation
- GPT-5.4 mini: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management
- Gemini 3.5 Flash: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, saas-metrics-and-analytics, sales-tax-automation
- Perplexity Sonar: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, sales-tax-automation
- Grok 4.1 Fast: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking
- Mistral Small: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- DeepSeek V4 Flash: a direct first choice kept as first choice or alternative in 9 of 10 categories (90%); differing under the strict rule: accounts-receivable-automation, board-and-investor-reporting, cap-table-management
- Llama 4 Maverick: a direct first choice kept as first choice or alternative in 1 of 10 categories (10%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- Qwen 3.7 Flash: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, saas-metrics-and-analytics, sales-tax-automation
- Kimi K2: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking
- GLM 4.7 FlashX: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, saas-metrics-and-analytics, sales-tax-automation
- MiniMax M2.5: a direct first choice kept as first choice or alternative in 3 of 10 categories (30%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, financial-close-management, saas-metrics-and-analytics
- GPT-6 Luna: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics
- Muse Glimmer 30B: a direct first choice kept as first choice or alternative in 3 of 10 categories (30%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation


# Segment: Enterprise

# Finance AI Recommendation Index, run mai-20261004-1104-calibration_b

60 prompts, 14 models, 4,149 raw judge labels, 4,179 scored labels after normalization. Published weights: first choice +3, alternative +2, mention +1, soft negative -2, hard negative -3.

Scored under vendor alias table version 2026-10.7. Raw judge labels are the permanent record; the numbers below are derived from them and are regenerated for every run whenever the alias table changes, so the whole series is always scored under one table version. Resolution of raw names: 3,391 by alias or canonical name, 385 by category-scoped alias, 68 from combined answers split into their products, 23 from combined answers counted once for their first product, 3 excluded by rule, 300 unresolved and counted under the raw name.

## Paraphrase stability

Share of categories where a model's first choice set on the direct prompt equals its set on the paraphrase.

| Model | Same | Different | Stability |
|---|---|---|---|
| Claude Haiku 4.5 | 1 | 8 | 11% |
| GPT-5.4 mini | 6 | 4 | 60% |
| Gemini 3.5 Flash | 5 | 5 | 50% |
| Perplexity Sonar | 3 | 7 | 30% |
| Grok 4.1 Fast | 3 | 7 | 30% |
| Mistral Small | 3 | 7 | 30% |
| DeepSeek V4 Flash | 4 | 6 | 40% |
| Llama 4 Maverick | 2 | 8 | 20% |
| Qwen 3.7 Flash | 3 | 7 | 30% |
| Kimi K2 | 3 | 7 | 30% |
| GLM 4.7 FlashX | 4 | 6 | 40% |
| MiniMax M2.5 | 1 | 9 | 10% |
| GPT-6 Luna | 5 | 5 | 50% |
| Muse Glimmer 30B | 5 | 5 | 50% |

A looser measure, whether a direct first choice survives as a first choice or alternative on the paraphrase, is in the appendix.

## Standing by category

First choice share across the direct, paraphrase, budget and scale prompts and all 14 models. The top product's share is published alongside the label: contested means the top share is at or below 40%, and a category just above the line is not meaningfully different from one just below it. Consensus means every model's direct-prompt first choice is the same single product.

| Category | Top product | Top share | First choices | Status |
|---|---|---|---|---|
| account-reconciliation | BlackLine | 63% | 54 | clear leader |
| accounts-payable-automation | Coupa | 27% | 49 | contested |
| accounts-receivable-automation | HighRadius | 74% | 54 | clear leader |
| board-and-investor-reporting | Diligent Boards | 32% | 65 | contested |
| business-banking | Rho | 18% | 60 | contested |
| cap-table-management | Shareworks | 40% | 60 | contested |
| entity-management | Diligent Entities | 35% | 51 | contested |
| financial-close-management | BlackLine | 78% | 49 | clear leader |
| saas-metrics-and-analytics | ChartMogul | 26% | 50 | contested |
| sales-tax-automation | Vertex | 52% | 58 | clear leader |

**account-reconciliation**: BlackLine 63%, HighRadius 13%, Numeric 6%, FloQast 4%, Trintech Cadency 4%

**accounts-payable-automation**: Coupa 27%, Basware 16%, Tipalti 16%, HighRadius 10%, Yooz 10%

**accounts-receivable-automation**: HighRadius 74%, Billtrust 17%, Esker 4%, Tesorio 2%, Upflow 2%

**board-and-investor-reporting**: Diligent Boards 32%, Nasdaq Boardvantage 14%, Board Intelligence 11%, Q4 8%, BoardPro 5%

**business-banking**: Rho 18%, Brex 17%, Mercury 12%, Chase Business Banking 10%, Bank of America 8%

**cap-table-management**: Shareworks 40%, Carta 30%, J.P. Morgan Workplace Solutions 7%, Morgan Stanley at Work 7%, Mantle 3%

**entity-management**: Diligent Entities 35%, Athennian 24%, CSC Entity Management 12%, DiliTrust Entity Management 6%, Diligent One Platform 6%

**financial-close-management**: BlackLine 78%, FloQast 6%, OneStream 6%, Corporate Close 2%, Double \u2013 Corporate Close 2%

**saas-metrics-and-analytics**: ChartMogul 26%, Maxio Metrics 16%, Microsoft Power BI 8%, Basedash 6%, Clari 4%

**sales-tax-automation**: Vertex 52%, Avalara AvaTax 22%, Taxwire 9%, Sphere 5%, Thomson Reuters ONESOURCE 5%

## Anti-recommendations

Products most often labeled soft or hard negative, with the number of models that did so at least once in the category, and the share of that product's labels in the category that were negative. 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.

- **account-reconciliation**: Xero (7 models, 3 hard; 7 of 7 labels negative), BlackLine (7 models; 7 of 68 labels negative), QuickBooks Online (6 models, 3 hard; 6 of 6 labels negative), FloQast (6 models, 2 hard; 11 of 38 labels negative)
- **accounts-payable-automation**: BILL Accounts Payable (11 models, 10 hard; 21 of 37 labels negative), Ramp (10 models, 4 hard; 12 of 22 labels negative), Tipalti (7 models, 1 hard; 7 of 59 labels negative), Coupa (5 models; 6 of 53 labels negative)
- **accounts-receivable-automation**: BILL Accounts Receivable (7 models, 4 hard; 8 of 11 labels negative), HighRadius (5 models; 5 of 68 labels negative), Versapay (5 models; 6 of 29 labels negative), Chaser (4 models, 2 hard; 7 of 8 labels negative)
- **board-and-investor-reporting**: Diligent Boards (6 models; 8 of 53 labels negative), SharePoint (5 models, 5 hard; 5 of 5 labels negative), Google Drive (5 models, 4 hard; 5 of 5 labels negative), Dropbox (4 models, 4 hard; 4 of 4 labels negative)
- **business-banking**: Wells Fargo (12 models, 7 hard; 14 of 28 labels negative), Brex (11 models, 5 hard; 16 of 46 labels negative), Ramp (9 models, 4 hard; 9 of 26 labels negative), Bank of America (7 models, 3 hard; 11 of 35 labels negative)
- **cap-table-management**: Pulley (13 models, 24 hard; 34 of 52 labels negative), Carta (12 models, 5 hard; 29 of 72 labels negative), AngelList Stack (9 models, 10 hard; 12 of 13 labels negative), Cake Equity (8 models, 7 hard; 9 of 14 labels negative)
- **entity-management**: Computershare GEMS (8 models, 3 hard; 10 of 22 labels negative), CSC Entity Management (7 models, 3 hard; 9 of 48 labels negative), Diligent Entities (7 models, 2 hard; 10 of 56 labels negative), EntityKeeper (6 models, 2 hard; 8 of 27 labels negative)
- **financial-close-management**: FloQast (9 models, 4 hard; 16 of 52 labels negative), Numeric (6 models, 2 hard; 7 of 19 labels negative), Asana (3 models, 1 hard; 3 of 3 labels negative), Jira (3 models, 1 hard; 3 of 3 labels negative)
- **saas-metrics-and-analytics**: Baremetrics (10 models, 12 hard; 18 of 41 labels negative), ChartMogul (10 models, 2 hard; 13 of 51 labels negative), Tableau (7 models, 5 hard; 10 of 25 labels negative), ProfitWell Metrics (7 models, 4 hard; 9 of 26 labels negative)
- **sales-tax-automation**: TaxJar (11 models, 7 hard; 15 of 20 labels negative), Avalara AvaTax (11 models, 3 hard; 18 of 72 labels negative), Vertex (5 models; 6 of 70 labels negative), Stripe Tax (4 models, 2 hard; 4 of 5 labels negative)

## Leadership and criticism

First-choice share and negative label rate are independent, so every product with at least 10 labels in a category is placed on both axes. Cutoffs: leader at 30% or more of first choices, criticized at 25% or more negative labels. An endorsed leader is recommended and not criticized; a criticized default is recommended while the models list its problems; a criticized challenger is named mostly to be warned against.

| Category | Product | First-choice share | Negative rate | Labels | Quadrant |
|---|---|---|---|---|---|
| account-reconciliation | BlackLine | 63% | 10% | 68 | endorsed leader |
| account-reconciliation | HighRadius | 13% | 13% | 31 | accepted challenger |
| account-reconciliation | Numeric | 6% | 10% | 10 | accepted challenger |
| account-reconciliation | Trintech Cadency | 4% | 14% | 22 | accepted challenger |
| account-reconciliation | FloQast | 4% | 29% | 38 | criticized challenger |
| account-reconciliation | ReconArt | 2% | 12% | 16 | accepted challenger |
| account-reconciliation | OneStream | 0% | 0% | 19 | accepted challenger |
| account-reconciliation | Trintech | 0% | 4% | 28 | accepted challenger |
| account-reconciliation | Oracle Account Reconciliation Cloud | 0% | 27% | 11 | criticized challenger |
| accounts-payable-automation | Coupa | 27% | 11% | 53 | accepted challenger |
| accounts-payable-automation | Basware | 16% | 0% | 39 | accepted challenger |
| accounts-payable-automation | Tipalti | 16% | 12% | 59 | accepted challenger |
| accounts-payable-automation | HighRadius | 10% | 3% | 29 | accepted challenger |
| accounts-payable-automation | Medius | 4% | 0% | 34 | accepted challenger |
| accounts-payable-automation | SAP Ariba | 4% | 7% | 14 | accepted challenger |
| accounts-payable-automation | Stampli | 4% | 25% | 28 | criticized challenger |
| accounts-payable-automation | BILL Accounts Payable | 4% | 57% | 37 | criticized challenger |
| accounts-payable-automation | SAP Concur Invoice | 2% | 7% | 14 | accepted challenger |
| accounts-payable-automation | Ramp | 2% | 55% | 22 | criticized challenger |
| accounts-payable-automation | AvidXchange | 0% | 20% | 20 | accepted challenger |
| accounts-payable-automation | SAP Concur | 0% | 21% | 19 | accepted challenger |
| accounts-receivable-automation | HighRadius | 74% | 7% | 68 | endorsed leader |
| accounts-receivable-automation | Billtrust | 17% | 7% | 56 | accepted challenger |
| accounts-receivable-automation | Esker | 4% | 0% | 30 | accepted challenger |
| accounts-receivable-automation | Versapay | 2% | 21% | 29 | accepted challenger |
| accounts-receivable-automation | Tesorio | 2% | 21% | 19 | accepted challenger |
| accounts-receivable-automation | Upflow | 2% | 40% | 10 | criticized challenger |
| accounts-receivable-automation | Sidetrade | 0% | 0% | 18 | accepted challenger |
| accounts-receivable-automation | BlackLine Invoice-to-Cash | 0% | 4% | 23 | accepted challenger |
| accounts-receivable-automation | Quadient AR | 0% | 16% | 19 | accepted challenger |
| accounts-receivable-automation | BILL Accounts Receivable | 0% | 73% | 11 | criticized challenger |
| board-and-investor-reporting | Diligent Boards | 32% | 15% | 53 | endorsed leader |
| board-and-investor-reporting | Nasdaq Boardvantage | 14% | 5% | 40 | accepted challenger |
| board-and-investor-reporting | Board Intelligence | 11% | 0% | 26 | accepted challenger |
| board-and-investor-reporting | BoardPro | 5% | 25% | 12 | criticized challenger |
| board-and-investor-reporting | Workiva | 3% | 8% | 13 | accepted challenger |
| board-and-investor-reporting | OnBoard | 3% | 10% | 31 | accepted challenger |
| board-and-investor-reporting | Azeus Convene | 2% | 20% | 10 | accepted challenger |
| board-and-investor-reporting | BoardEffect | 0% | 24% | 17 | accepted challenger |
| board-and-investor-reporting | Board | 0% | 27% | 11 | criticized challenger |
| business-banking | Rho | 18% | 20% | 25 | accepted challenger |
| business-banking | Brex | 17% | 35% | 46 | criticized challenger |
| business-banking | Mercury | 12% | 29% | 35 | criticized challenger |
| business-banking | Chase Business Banking | 10% | 26% | 42 | criticized challenger |
| business-banking | Bank of America | 8% | 31% | 35 | criticized challenger |
| business-banking | Ramp | 8% | 35% | 26 | criticized challenger |
| business-banking | PNC Bank | 5% | 8% | 12 | accepted challenger |
| business-banking | Airwallex | 2% | 7% | 14 | accepted challenger |
| business-banking | Citibank | 2% | 25% | 20 | criticized challenger |
| business-banking | Silicon Valley Bank | 0% | 46% | 13 | criticized challenger |
| business-banking | Relay | 0% | 46% | 13 | criticized challenger |
| business-banking | Wells Fargo | 0% | 50% | 28 | criticized challenger |
| cap-table-management | Shareworks | 40% | 6% | 62 | endorsed leader |
| cap-table-management | Carta | 30% | 40% | 72 | criticized default |
| cap-table-management | J.P. Morgan Workplace Solutions | 7% | 0% | 30 | accepted challenger |
| cap-table-management | Qapita | 3% | 36% | 25 | criticized challenger |
| cap-table-management | Pulley | 3% | 65% | 52 | criticized challenger |
| cap-table-management | Ledgy | 2% | 21% | 43 | accepted challenger |
| cap-table-management | Eqvista | 2% | 35% | 20 | criticized challenger |
| cap-table-management | Certent Equity Management | 0% | 0% | 10 | accepted challenger |
| cap-table-management | Astrella | 0% | 19% | 16 | accepted challenger |
| cap-table-management | Cake Equity | 0% | 64% | 14 | criticized challenger |
| cap-table-management | AngelList Stack | 0% | 92% | 13 | criticized challenger |
| entity-management | Diligent Entities | 35% | 18% | 56 | endorsed leader |
| entity-management | Athennian | 24% | 7% | 46 | accepted challenger |
| entity-management | CSC Entity Management | 12% | 19% | 48 | accepted challenger |
| entity-management | Filejet | 6% | 0% | 13 | accepted challenger |
| entity-management | DiliTrust Entity Management | 6% | 0% | 14 | accepted challenger |
| entity-management | EntityKeeper | 4% | 30% | 27 | criticized challenger |
| entity-management | EnGlobe | 2% | 0% | 10 | accepted challenger |
| entity-management | CT Corporation Entity Management | 0% | 0% | 12 | accepted challenger |
| entity-management | MinuteBox | 0% | 0% | 10 | accepted challenger |
| entity-management | Discern | 0% | 0% | 10 | accepted challenger |
| entity-management | Computershare GEMS | 0% | 45% | 22 | criticized challenger |
| financial-close-management | BlackLine | 78% | 6% | 68 | endorsed leader |
| financial-close-management | OneStream | 6% | 7% | 41 | accepted challenger |
| financial-close-management | FloQast | 6% | 31% | 52 | criticized challenger |
| financial-close-management | Workiva | 2% | 4% | 25 | accepted challenger |
| financial-close-management | Numeric | 2% | 37% | 19 | criticized challenger |
| financial-close-management | HighRadius | 0% | 0% | 15 | accepted challenger |
| financial-close-management | Trintech | 0% | 0% | 26 | accepted challenger |
| financial-close-management | CCH Tagetik | 0% | 0% | 13 | accepted challenger |
| financial-close-management | Oracle Fusion Cloud EPM | 0% | 0% | 10 | accepted challenger |
| financial-close-management | Trintech Cadency | 0% | 8% | 13 | accepted challenger |
| saas-metrics-and-analytics | ChartMogul | 26% | 25% | 51 | criticized challenger |
| saas-metrics-and-analytics | Maxio Metrics | 16% | 0% | 25 | accepted challenger |
| saas-metrics-and-analytics | Microsoft Power BI | 8% | 24% | 25 | accepted challenger |
| saas-metrics-and-analytics | Looker | 4% | 0% | 23 | accepted challenger |
| saas-metrics-and-analytics | Databox | 2% | 11% | 18 | accepted challenger |
| saas-metrics-and-analytics | Amplitude | 2% | 15% | 26 | accepted challenger |
| saas-metrics-and-analytics | PostHog | 0% | 10% | 10 | accepted challenger |
| saas-metrics-and-analytics | Mixpanel | 0% | 12% | 25 | accepted challenger |
| saas-metrics-and-analytics | ProfitWell Metrics | 0% | 35% | 26 | criticized challenger |
| saas-metrics-and-analytics | Tableau | 0% | 40% | 25 | criticized challenger |
| saas-metrics-and-analytics | Baremetrics | 0% | 44% | 41 | criticized challenger |
| sales-tax-automation | Vertex | 52% | 9% | 70 | endorsed leader |
| sales-tax-automation | Avalara AvaTax | 22% | 25% | 72 | criticized challenger |
| sales-tax-automation | Taxwire | 9% | 0% | 11 | accepted challenger |
| sales-tax-automation | Thomson Reuters ONESOURCE | 5% | 6% | 32 | accepted challenger |
| sales-tax-automation | Sovos | 3% | 8% | 48 | accepted challenger |
| sales-tax-automation | Anrok | 2% | 29% | 14 | criticized challenger |
| sales-tax-automation | CCH SureTax | 0% | 12% | 16 | accepted challenger |
| sales-tax-automation | TaxJar | 0% | 75% | 20 | criticized challenger |

## Treatment of lab-affiliated products by model

Self-preference is only measurable with a control group: how the lab's own model treats its products compared with how every other model treats the same products. Anthropic, OpenAI have no products in the covered categories with enough labels to measure, so nothing is claimed about them.

**Google products** (6 products, 45 labels). Cells are positive/negative/all labels.

| Product | Claude Haiku 4.5 | GPT-5.4 mini | Gemini 3.5 Flash | Perplexity Sonar | Grok 4.1 Fast | Mistral Small | DeepSeek V4 Flash | Llama 4 Maverick | Qwen 3.7 Flash | Kimi K2 | GLM 4.7 FlashX | MiniMax M2.5 | GPT-6 Luna | Muse Glimmer 30B |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Looker | 1/0/1 | 2/0/2 | 4/1/5 | 2/0/2 | 4/0/4 |  | 3/0/3 |  | 3/0/3 | 2/0/2 |  |  | 1/0/1 | 3/0/3 |
| Google Drive |  |  | 0/1/1 |  |  |  | 0/1/1 |  | 0/1/1 |  | 0/1/1 |  |  | 0/1/1 |
| Looker Studio |  |  | 1/0/1 |  |  |  |  |  |  | 0/1/1 | 1/0/1 |  |  | 1/0/1 |
| Google Analytics | 1/0/1 |  |  |  |  |  |  |  | 0/1/1 |  | 1/1/2 |  |  |  |
| Google Sheets |  |  |  |  | 0/1/1 |  | 0/2/2 |  |  |  |  |  |  |  |
| BigQuery |  |  | 3/0/3 |  |  |  |  |  |  |  |  |  |  |  |

Mean label weight on Google products: Gemini 3.5 Flash +1.00 over 10 labels; the other 13 models +0.34 over 35 labels. Weights run from +3 (first choice) to -3 (hard negative). A gap under about half a point on this few labels is not a finding.

## Discontinued products recommended

None in this run.

## Normalization

Unresolved, 300 labels counted under the raw name, for human review:

Altvia in board-and-investor-reporting (4), 6sense in saas-metrics-and-analytics (3), Aegis by Story.law in cap-table-management (2), Bank of America Business Checking in business-banking (2), Board Intelligence's Report Writer in board-and-investor-reporting (2), BoardIntelligence in board-and-investor-reporting (2), Cometly in saas-metrics-and-analytics (2), Finacle in business-banking (2), Industrial and Commercial Bank of China (ICBC) in business-banking (2), Luzmo in saas-metrics-and-analytics (2), Maxima AI in financial-close-management (2), Microsoft SharePoint in board-and-investor-reporting (2), Oracle Fusion Payables in accounts-payable-automation (2), Peakflo in accounts-receivable-automation (2), Porter Metrics in saas-metrics-and-analytics (2), ShareForce in cap-table-management (2), Slice Global Equity in cap-table-management (2), Stibo Systems in entity-management (2), Teams in board-and-investor-reporting (2), Thomson Reuters ONESOURCE Sales & Use Tax in sales-tax-automation (2), Workday Procurement in accounts-payable-automation (2), Zoom in board-and-investor-reporting (2), ADP FullSuite in cap-table-management (1), Addepar in board-and-investor-reporting (1), Adobe Analytics in saas-metrics-and-analytics (1), Adobe Marketo Measure in saas-metrics-and-analytics (1), Adobe Scan in accounts-payable-automation (1), Aico Financial Close Platform in financial-close-management (1), AlgoriQ in account-reconciliation (1), Allvue Systems in board-and-investor-reporting (1), Amazon Tax in sales-tax-automation (1), Angellist Vesting in cap-table-management (1), Apadna in account-reconciliation (1), Aprio Management Software in board-and-investor-reporting (1), Aragon in saas-metrics-and-analytics (1), Ascend in accounts-payable-automation (1), Ataccama in entity-management (1), Athena Legal Entity Management in entity-management (1), Avalara Managed Returns Premium in sales-tax-automation (1), BMO Elite Business Checking in business-banking (1), BMO Harris (Elite Business Checking) in business-banking (1), Bank of America CashPro in business-banking (1), Barmetrix in saas-metrics-and-analytics (1), Basic / out-of-the-box ChartMogul in saas-metrics-and-analytics (1), Basic ChartMogul Plans in saas-metrics-and-analytics (1), Basic ProfitWell (by Paddle) in saas-metrics-and-analytics (1), Basic ProfitWell / Paddle setups in saas-metrics-and-analytics (1), Basic Tableau in saas-metrics-and-analytics (1), Black Diamond in cap-table-management (1), BlackLine with Rimilia AR in accounts-receivable-automation (1), Board Intelligence – Report Writer in board-and-investor-reporting (1), Board.com in board-and-investor-reporting (1), BoardWorks in board-and-investor-reporting (1), CCH® SureTax® in sales-tax-automation (1), CSC Navigator in entity-management (1), CT Corp / hCue in entity-management (1), CT Corporation hCue in entity-management (1), Capital One Business Select in business-banking (1), Carta Enterprise Tier in cap-table-management (1), ChartMogul Enterprise tier in saas-metrics-and-analytics (1), Chartio in saas-metrics-and-analytics (1), Chase Platinum Business Checking in business-banking (1), ChurnTools in saas-metrics-and-analytics (1), CloudCorp in entity-management (1), CloudEagle.ai in saas-metrics-and-analytics (1), CloudZero in saas-metrics-and-analytics (1), CluedIn in entity-management (1), Cobalt GP in board-and-investor-reporting (1), Column in business-banking (1), Conga Compliance Cloud in entity-management (1), Corporate Close in financial-close-management (1), Corporate Focus in entity-management (1), Corrochrain in account-reconciliation (1), Countly in saas-metrics-and-analytics (1), Coupa AP in accounts-payable-automation (1), Coupa AP / Coupa Business Spend Management in accounts-payable-automation (1), Cross River in business-banking (1), DBS Bank in business-banking (1), Databricks AI/BI Dashboards in saas-metrics-and-analytics (1), Datagaps in account-reconciliation (1), Dedupe in entity-management (1), Deloitte Entity Management in entity-management (1), Deloitte Entity Solutions in entity-management (1), Demandbase in saas-metrics-and-analytics (1), Diligent BoardEffect in board-and-investor-reporting (1), Diligent Boardsuite in board-and-investor-reporting (1), Diligent Governance Cloud in entity-management (1), Double \u2013 Corporate Close in financial-close-management (1), Dropbox Box in board-and-investor-reporting (1), DualEntry Close Management in financial-close-management (1), EIS Group / Clear Capital in cap-table-management (1), EQ by Equiniti in cap-table-management (1), Embeddable in saas-metrics-and-analytics (1), EnBoard in board-and-investor-reporting (1), Entelligence in entity-management (1), EntityPlus (by Worldmetrics) in entity-management (1), EntitySphere (Trulioo) in entity-management (1), EquiTrax™ (Equiniti) in cap-table-management (1), Equinix/Apptio in entity-management (1), Equisolve in board-and-investor-reporting (1), EquityMethods in cap-table-management (1), EquityTrack in cap-table-management (1), Evolve in business-banking (1), FIS Enterprise Reconciliation in account-reconciliation (1), FIS Treasury Curve in business-banking (1), Fathomworks in account-reconciliation (1), Fidelity Equity (Enterprise Stock Plan Services) in cap-table-management (1), FileMaker Pro in financial-close-management (1), First Abu Dhabi Bank (FAB) in business-banking (1), First Citizens Bank in business-banking (1), First Citizens Bank (SVB Legacy Treasury) in business-banking (1), FirstOfficer in saas-metrics-and-analytics (1), Flexera in saas-metrics-and-analytics (1), Freshdesk in financial-close-management (1), G-P (Globalization Partners) Entity Management in entity-management (1), Gainsight PX in saas-metrics-and-analytics (1), Genpact AR Suite in accounts-receivable-automation (1), Genspring (by Agility) in entity-management (1), Gigacatalyst in saas-metrics-and-analytics (1), Gitnux / Layer3 Labs in account-reconciliation (1), Goldman Sachs Marcus for Business in business-banking (1), Goldman Sachs Transaction Banking (TxB) in business-banking (1), Goldman Sachs Transaction Banking (TxB™) in business-banking (1), Google Workspace hacks in board-and-investor-reporting (1), Governance.ai in board-and-investor-reporting (1), G‑P (Globalization Partners) in entity-management (1), HSBC USA in business-banking (1), Hyperbots in accounts-receivable-automation (1), IBM InfoSphere MDM in entity-management (1), ING in business-banking (1), ING Wholesale Banking in business-banking (1), IQ Insights in board-and-investor-reporting (1), Incfile in entity-management (1), InnerTrends in saas-metrics-and-analytics (1), Intercom in financial-close-management (1), IntraFi in business-banking (1), InvestorFlow in board-and-investor-reporting (1), J.P. Morgan Access in business-banking (1), J.P. Morgan’s commercial banking and treasury platform in business-banking (1), JPMC in business-banking (1), JPMorgan Chase Innovation Economy in business-banking (1), Klaviyo in saas-metrics-and-analytics (1), KlearSuite in accounts-payable-automation (1), LegalNode in entity-management (1), LexisNexis Entity Management in entity-management (1), Lido in accounts-receivable-automation (1), Lineos Account Reconciliation in account-reconciliation (1), LinkSquares in entity-management (1), Lotus Notes / IBM Notes in financial-close-management (1), Mailchimp in financial-close-management (1), Mapistry in entity-management (1), Marketo in financial-close-management (1), McKesson (or similar Enterprise P2P suites) in accounts-payable-automation (1), Metricsglow in saas-metrics-and-analytics (1), Microsoft Access in financial-close-management (1), Microsoft Master Data Services in entity-management (1), Mitratech TeamConnect in entity-management (1), Mitsubishi UFJ Financial Group (MUFG) in business-banking (1), Morgan Stanley Equity Edge Online (EEO) in cap-table-management (1), Morgan Stanley at Work Shareworks in cap-table-management (1), Morgan Stanley at Work – Shareworks in cap-table-management (1), Mosaic.tech in saas-metrics-and-analytics (1), Nasdaq IR Insight® in board-and-investor-reporting (1), NetSuite Account Reconciliation in account-reconciliation (1), NetSuite Account Reconciliation in financial-close-management (1), NetSuite Close Management in financial-close-management (1), NetSuite Subscription Metrics in saas-metrics-and-analytics (1), NetSuite-native tools in financial-close-management (1), North One in business-banking (1), ORCA in entity-management (1), Older SAP FI\u2011GL \u201cReconciliation\u201d in account-reconciliation (1), OneSource Virtual Data Room in entity-management (1), OneStream Account Reconciliations in account-reconciliation (1), OnitX ELM in entity-management (1), Ontra in entity-management (1), Ontra Atlas in entity-management (1), Oracle Cloud Collections in accounts-receivable-automation (1), Oracle FCC/Hyperion in financial-close-management (1), Oracle Fusion ... native Cash Management in account-reconciliation (1), Oracle MDM Suite in entity-management (1), Oracle NetSuite AP Automation in accounts-payable-automation (1), Oracle Payables / Oracle Payables Agent in accounts-payable-automation (1), Oracle Sales Cloud in financial-close-management (1), Oracle Tax Management (Oracle Tax Cloud) in sales-tax-automation (1), Outlook in board-and-investor-reporting (1), Pathward in business-banking (1), Pimcore in entity-management (1), Pledge in cap-table-management (1), PoBoxZone in entity-management (1), Preset (Apache Superset) in saas-metrics-and-analytics (1), Prophix Financial Close Software in financial-close-management (1), Putler in saas-metrics-and-analytics (1), Q4.ai in board-and-investor-reporting (1), Quadient Accounts Payable in accounts-payable-automation (1), Querio in saas-metrics-and-analytics (1), QuerySurge in account-reconciliation (1), QuickBooks AR features in accounts-receivable-automation (1), Redwood Finance Automation in financial-close-management (1), Regions in business-banking (1), Relay Business Banking in business-banking (1), Reltio Data Cloud (Reltio) in entity-management (1), Report Writer in board-and-investor-reporting (1), Republic First Bank in business-banking (1), Retool in saas-metrics-and-analytics (1), Reveal BI in saas-metrics-and-analytics (1), Revenue.io (formerly Revenue Grid) in financial-close-management (1), Rimilia in accounts-receivable-automation (1), Rippling Workforce in account-reconciliation (1), SAP Account Reconciliation and Automation by BlackLine in account-reconciliation (1), SAP Business Planning & Consolidation (BPC) in financial-close-management (1), SAP Collections and Dispute Management in accounts-receivable-automation (1), SAP S/4HANA reconciliation in account-reconciliation (1), SAP Sales Cloud in financial-close-management (1), SAP Tax Management (SAP Tax-Compliance) in sales-tax-automation (1), SAP-oriented options in account-reconciliation (1), SAP’s Advanced Financial Closing in financial-close-management (1), Salesforce Revenue Intelligence in saas-metrics-and-analytics (1), ScaleNorth in accounts-receivable-automation (1), Semarchy in entity-management (1), Semarchy xDM in entity-management (1), Senzing in entity-management (1), Serrala FS2 in account-reconciliation (1), Shoobx in cap-table-management (1), Sift.co in board-and-investor-reporting (1), Signature in business-banking (1), Silvergate in business-banking (1), SimpleKPI in saas-metrics-and-analytics (1), Simply Wall St in board-and-investor-reporting (1), SmartStream - Smart Reconciliations / TLM in account-reconciliation (1), Sovos Sales & Use Tax Enterprise/Premium in sales-tax-automation (1), Square Tax in sales-tax-automation (1), Streamline Tax in sales-tax-automation (1), Stripe third-party tax-app integrations in sales-tax-automation (1), Suppli in accounts-receivable-automation (1), Sutton Bank in business-banking (1), TCS BaNCS in account-reconciliation (1), TCS BaNCS in business-banking (1), TD Bank's U.S. bank subsidiaries in business-banking (1), TMF Group in entity-management (1), The Q4 Platform in board-and-investor-reporting (1), Thomson Reuters **OneSource** Entity Management in entity-management (1), Thomson Reuters Onit in entity-management (1), Thought Machine in business-banking (1), Tipalti AP in accounts-payable-automation (1), Traact in entity-management (1), Trica in cap-table-management (1), Trintech Cadency Match in account-reconciliation (1), Trintech — Cadency in financial-close-management (1), Trullium in account-reconciliation (1), UI-path in accounts-payable-automation (1), United Overseas Bank (UOB) in business-banking (1), Userpilot in saas-metrics-and-analytics (1), Vertex Cloud in sales-tax-automation (1), Vertex Inc. Vertex O Series / Vertex Tax in sales-tax-automation (1), Vertex O Series Cloud with Vertex Express Returns in sales-tax-automation (1), Vista Equity Management in cap-table-management (1), Vistra in entity-management (1), Vworks (by Kroll) in board-and-investor-reporting (1), WOWS Equity in cap-table-management (1), Wolters Kluwer CCH SureTax Returns in sales-tax-automation (1), Wolters Kluwer CCH® SureTax® in sales-tax-automation (1), WooCommerce Tax in sales-tax-automation (1), Workday Compensation in cap-table-management (1), WorldMetrics Investor Relations Software in board-and-investor-reporting (1), Youmium in accounts-receivable-automation (1), Zendesk in financial-close-management (1), Zone Reconcile (by Zone & Co) in account-reconciliation (1), Zuora AR Automation / Zuora Collections in accounts-receivable-automation (1), Zuora RevOps in saas-metrics-and-analytics (1), iManage in entity-management (1), myBoardPackage in board-and-investor-reporting (1), older Oracle AR or SAP add-ons in accounts-receivable-automation (1), older Oracle General Ledger reconciliation in account-reconciliation (1), on-premise Exchange Server in financial-close-management (1), standard Stripe Tax in sales-tax-automation (1)

Excluded by rule, 3 labels not scored:

World Metrics (2; a publisher of software roundups and rankings, cited as a source and named as if it were a product; it sells nothing it ranks), Zipdo (1; a publisher of software roundups and rankings, cited as a source and named as if it were a product; it sells nothing it ranks)

Category-scoped resolutions, 385 labels. A bare vendor name was read as that vendor's product for the asked category, which assigns specificity the model did not write; each one is listed so the assumption is visible:

Avalara in sales-tax-automation read as Avalara AvaTax (57), Diligent in board-and-investor-reporting read as Diligent Boards (21), BlackLine in accounts-receivable-automation read as BlackLine Invoice-to-Cash (18), JPMorgan Chase in business-banking read as Chase Business Banking (18), Maxio in saas-metrics-and-analytics read as Maxio Metrics (18), BILL in accounts-payable-automation read as BILL Accounts Payable (12), Bill.com in accounts-payable-automation read as BILL Accounts Payable (11), Chase in business-banking read as Chase Business Banking (9), Citi in business-banking read as Citibank (9), CSC in entity-management read as CSC Entity Management (8), CT Corporation in entity-management read as CT Corporation Entity Management (8), Computershare in entity-management read as Computershare GEMS (7), Wolters Kluwer CCH SureTax in sales-tax-automation read as CCH SureTax (6), AppDeck in board-and-investor-reporting read as AppDeck Board Portal (5), Aprio in board-and-investor-reporting read as Aprio Board Portal (5), Avalara (AvaTax) in sales-tax-automation read as Avalara AvaTax (5), BILL in accounts-receivable-automation read as BILL Accounts Receivable (5), BILL (formerly Bill.com) in accounts-payable-automation read as BILL Accounts Payable (5), DiliTrust in entity-management read as DiliTrust Entity Management (5), Oracle Cloud EPM in account-reconciliation read as Oracle Fusion Cloud EPM (5), PNC in business-banking read as PNC Bank (5), Vertex O Series in sales-tax-automation read as Vertex (5), NetSuite in accounts-payable-automation read as Oracle NetSuite (4), ProfitWell in saas-metrics-and-analytics read as ProfitWell Metrics (4), Adra by Trintech in financial-close-management read as Trintech Adra (3), DiliTrust Governance Suite in entity-management read as DiliTrust Entity Management (3), Excel in account-reconciliation read as Microsoft Excel (3), NetSuite in account-reconciliation read as Oracle NetSuite (3), Oracle Cloud EPM in financial-close-management read as Oracle Fusion Cloud EPM (3), ProfitWell (by Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (3), Quadient Accounts Receivable in accounts-receivable-automation read as Quadient AR (3), Ramp Bill Pay in accounts-payable-automation read as Ramp (3), Vena Solutions in board-and-investor-reporting read as Vena (3), Vena Solutions in financial-close-management read as Vena (3), Adra in account-reconciliation read as Trintech Adra (2), Adra in financial-close-management read as Trintech Adra (2), AngelList in cap-table-management read as AngelList Stack (2), BILL (Bill.com) in accounts-payable-automation read as BILL Accounts Payable (2), BILL (formerly Bill.com) in accounts-receivable-automation read as BILL Accounts Receivable (2), BILL AP/AR in accounts-payable-automation read as BILL Accounts Payable (2), Bill.com in accounts-receivable-automation read as BILL Accounts Receivable (2), CT Corporation (Wolters Kluwer) in entity-management read as CT Corporation Entity Management (2), Diligent in entity-management read as Diligent Entities (2), First Republic Bank in business-banking read as First Republic (2), Google BigQuery in saas-metrics-and-analytics read as BigQuery (2), Informatica MDM in entity-management read as Informatica (2), J.P. Morgan Chase in business-banking read as Chase Business Banking (2), JPMorgan in business-banking read as Chase Business Banking (2), Oracle FCCS in financial-close-management read as Oracle Financial Consolidation and Close (2), PowerBI in saas-metrics-and-analytics read as Microsoft Power BI (2), ProfitWell (now Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (2), ProfitWell/Paddle in saas-metrics-and-analytics read as ProfitWell Metrics (2), SVB in business-banking read as Silicon Valley Bank (2), SVB (Silicon Valley Bank) in business-banking read as Silicon Valley Bank (2), Adra by Trintech in account-reconciliation read as Trintech Adra (1), Avalara (AvaTax & CertCapture) in sales-tax-automation read as Avalara AvaTax (1), Avalara (AvaTax + CertCapture) in sales-tax-automation read as Avalara AvaTax (1), Avalara (by Intuit) in sales-tax-automation read as Avalara AvaTax (1), BILL (AP/AR) in accounts-payable-automation read as BILL Accounts Payable (1), BILL AP/AR in accounts-receivable-automation read as BILL Accounts Receivable (1), BILL.com in accounts-receivable-automation read as BILL Accounts Receivable (1), Bank of America Business Advantage in business-banking read as Bank of America (1), Bill.com / BILL in accounts-payable-automation read as BILL Accounts Payable (1), CT Corporation (My CT Corporation portal) in entity-management read as CT Corporation Entity Management (1), Diligent in cap-table-management read as Diligent Equity (1), Diligent (Diligent Boards / BoardEffect) in board-and-investor-reporting read as Diligent Boards (1), Diligent (formerly Capview) in cap-table-management read as Diligent Equity (1), Excel in board-and-investor-reporting read as Microsoft Excel (1), Excel in cap-table-management read as Microsoft Excel (1), Excel in entity-management read as Microsoft Excel (1), Grasshopper Bank (Innovator Business Checking) in business-banking read as Grasshopper (1), IBM in financial-close-management read as IBM Cognos Controller (1), J.P. Morgan in business-banking read as Chase Business Banking (1), JPMorgan Chase (Chase Commercial) in business-banking read as Chase Business Banking (1), JPMorgan Chase (Commercial Checking) in business-banking read as Chase Business Banking (1), JPMorgan Chase (Corporate & Investment Bank) in business-banking read as Chase Business Banking (1), Maxio (Enterprise Edition) in saas-metrics-and-analytics read as Maxio Metrics (1), Maxio (formerly Chargify) in saas-metrics-and-analytics read as Maxio Metrics (1), Maxio (formerly SaaSOptics + Chargify) in saas-metrics-and-analytics read as Maxio Metrics (1), Maxio (formerly SaaSOptics/Chargify) in saas-metrics-and-analytics read as Maxio Metrics (1), NetSuite in saas-metrics-and-analytics read as Oracle NetSuite (1), NetSuite (with Subscription Metrics) in saas-metrics-and-analytics read as Oracle NetSuite (1), ONESOURCE in sales-tax-automation read as Thomson Reuters ONESOURCE (1), Oracle EPM in account-reconciliation read as Oracle Fusion Cloud EPM (1), Oracle EPM in financial-close-management read as Oracle Fusion Cloud EPM (1), PNC (Treasury Enterprise Plan) in business-banking read as PNC Bank (1), ProfitWell (Free Tier) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (by PayPal) in saas-metrics-and-analytics read as ProfitWell Metrics (1), Profitwell in saas-metrics-and-analytics read as ProfitWell Metrics (1), Prophix in account-reconciliation read as Prophix One (1), Quadient in accounts-payable-automation read as Quadient AP (1), Quadient in accounts-receivable-automation read as Quadient AR (1), Quadient (YayPay) in accounts-receivable-automation read as Quadient AR (1), Quadient Accounts Receivable (by YayPay) in accounts-receivable-automation read as Quadient AR (1), QuickBooks in account-reconciliation read as QuickBooks Online (1), QuickBooks in accounts-receivable-automation read as QuickBooks Online (1), QuickBooks in financial-close-management read as QuickBooks Online (1), SVB (now part of First Citizens) in business-banking read as Silicon Valley Bank (1), SaaSOptics in saas-metrics-and-analytics read as Maxio Metrics (1), Salesforce Sales Cloud in financial-close-management read as Salesforce (1), Sigma in saas-metrics-and-analytics read as Sigma Computing (1), Synapse in business-banking read as Synapse Financial Technologies (1), Thomson Reuters in sales-tax-automation read as Thomson Reuters ONESOURCE (1), Thomson Reuters (Onesource) in sales-tax-automation read as Thomson Reuters ONESOURCE (1), Transformance in accounts-receivable-automation read as Transformance CollectPulse (1), Wolters Kluwer in financial-close-management read as CCH Tagetik (1), Wolters Kluwer (CCH Tagetik) in financial-close-management read as CCH Tagetik (1), Wolters Kluwer CCH Tagetik in financial-close-management read as CCH Tagetik (1), YayPay (now part of Quadient) in accounts-receivable-automation read as Quadient AR (1), YayPay by Quadient in accounts-receivable-automation read as Quadient AR (1), clearpoint in board-and-investor-reporting read as ClearPoint Strategy (1)

Combined answers split into one label per product: Aprio/Ideals Board, BILL AP / BILL Spend & Expense, Bluevine / Relay, CSC Entity Management / CSC Global, Carta Enterprise / Carta Scale, Chase / BofA / US Bank, Chase/BofA/Wells Fargo, Corcentric/Serrala, Diligent Entities / Blueprint OneWorld, Excel + SharePoint, First Citizens / Silicon Valley Bank, Global Shares / J.P. Morgan Workplace Solutions, Morgan Stanley at Work / Shareworks by Morgan Stanley, Morgan Stanley at Work/Shareworks, OneStream/Bluecopa, Oracle Cloud EPM / OneStream, Oracle Cloud EPM / Oracle ARCS, Oracle Cloud EPM Account Reconciliation / Close, Oracle E-Business Suite / PeopleSoft / JD Edwards, Oracle Hyperion Financial Close Management / Oracle EPM, Oracle NetSuite / SAP Business ByDesign, Ordway / NetSuite SuiteBilling, Paddle Metrics / ProfitWell, Planful/Prophix, Pulley/Ledgy, Quadient AR / YayPay, SAP Ariba / SAP Concur, SAP Ariba / SAP Concur Invoice, SAP Concur Invoice / Ariba, Silicon Valley Bank / First Citizens, Trintech / Cadency / ReconNET, Trintech Cadency/ReconNET, Vertex + Deloitte, Wolters Kluwer/CCH Tagetik, Zamp/TaxValet

## Appendix: loose paraphrase stability

- Claude Haiku 4.5: a direct first choice kept as first choice or alternative in 4 of 9 categories (44%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, sales-tax-automation
- GPT-5.4 mini: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, saas-metrics-and-analytics
- Gemini 3.5 Flash: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, cap-table-management, saas-metrics-and-analytics, sales-tax-automation
- Perplexity Sonar: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: account-reconciliation, accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics
- Grok 4.1 Fast: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics
- Mistral Small: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation
- DeepSeek V4 Flash: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics
- Llama 4 Maverick: a direct first choice kept as first choice or alternative in 3 of 10 categories (30%); differing under the strict rule: account-reconciliation, accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics
- Qwen 3.7 Flash: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- Kimi K2: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: account-reconciliation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation
- GLM 4.7 FlashX: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics
- MiniMax M2.5: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- GPT-6 Luna: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, board-and-investor-reporting, business-banking, cap-table-management, sales-tax-automation
- Muse Glimmer 30B: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, saas-metrics-and-analytics


# Segment: Small business

# Finance AI Recommendation Index, run mai-20261004-1104-calibration_b

60 prompts, 14 models, 4,136 raw judge labels, 4,147 scored labels after normalization. Published weights: first choice +3, alternative +2, mention +1, soft negative -2, hard negative -3.

Scored under vendor alias table version 2026-10.7. Raw judge labels are the permanent record; the numbers below are derived from them and are regenerated for every run whenever the alias table changes, so the whole series is always scored under one table version. Resolution of raw names: 3,424 by alias or canonical name, 450 by category-scoped alias, 29 from combined answers split into their products, 20 from combined answers counted once for their first product, 1 excluded by rule, 209 unresolved and counted under the raw name.

## Paraphrase stability

Share of categories where a model's first choice set on the direct prompt equals its set on the paraphrase.

| Model | Same | Different | Stability |
|---|---|---|---|
| Claude Haiku 4.5 | 1 | 9 | 10% |
| GPT-5.4 mini | 3 | 7 | 30% |
| Gemini 3.5 Flash | 5 | 5 | 50% |
| Perplexity Sonar | 2 | 8 | 20% |
| Grok 4.1 Fast | 3 | 7 | 30% |
| Mistral Small | 2 | 8 | 20% |
| DeepSeek V4 Flash | 3 | 7 | 30% |
| Llama 4 Maverick | 0 | 9 | 0% |
| Qwen 3.7 Flash | 1 | 9 | 10% |
| Kimi K2 | 3 | 7 | 30% |
| GLM 4.7 FlashX | 1 | 9 | 10% |
| MiniMax M2.5 | 3 | 7 | 30% |
| GPT-6 Luna | 4 | 6 | 40% |
| Muse Glimmer 30B | 2 | 8 | 20% |

A looser measure, whether a direct first choice survives as a first choice or alternative on the paraphrase, is in the appendix.

## Standing by category

First choice share across the direct, paraphrase, budget and scale prompts and all 14 models. The top product's share is published alongside the label: contested means the top share is at or below 40%, and a category just above the line is not meaningfully different from one just below it. Consensus means every model's direct-prompt first choice is the same single product.

| Category | Top product | Top share | First choices | Status |
|---|---|---|---|---|
| account-reconciliation | QuickBooks Online | 46% | 56 | clear leader |
| accounts-payable-automation | BILL Accounts Payable | 44% | 55 | clear leader |
| accounts-receivable-automation | BILL Accounts Receivable | 20% | 50 | contested |
| board-and-investor-reporting | BoardPro | 29% | 55 | contested |
| business-banking | Mercury | 43% | 47 | clear leader |
| cap-table-management | Pulley | 29% | 59 | contested |
| entity-management | EntityKeeper | 25% | 53 | contested |
| financial-close-management | FloQast | 26% | 61 | contested |
| saas-metrics-and-analytics | ChartMogul | 61% | 49 | clear leader |
| sales-tax-automation | TaxJar | 34% | 53 | contested |

**account-reconciliation**: QuickBooks Online 46%, Xero 25%, Zoho Books 11%, FloQast 4%, NCH Express Accounts 4%

**accounts-payable-automation**: BILL Accounts Payable 44%, Ramp 25%, Melio 18%, QuickBooks 5%, InvoiceOps 2%

**accounts-receivable-automation**: BILL Accounts Receivable 20%, Zoho Books 18%, Chaser 12%, Upflow 10%, Paidnice 6%

**board-and-investor-reporting**: BoardPro 29%, Visible 24%, Boardable 13%, OnBoard 7%, AppDeck Board Portal 5%

**business-banking**: Mercury 43%, Bluevine 17%, Novo 15%, Axos Bank Business Checking 9%, Relay 6%

**cap-table-management**: Pulley 29%, Eqvista 25%, Cake Equity 20%, Carta 12%, Mantle 5%

**entity-management**: EntityKeeper 25%, Filejet 13%, Discern 8%, ZenBusiness 8%, ContractZen 6%

**financial-close-management**: FloQast 26%, Numeric 25%, QuickBooks Online 10%, DOKKA Close 5%, Double 5%

**saas-metrics-and-analytics**: ChartMogul 61%, ProfitWell Metrics 20%, Baremetrics 10%, Databox 6%, Ploxir 2%

**sales-tax-automation**: TaxJar 34%, TaxCloud 25%, Avalara AvaTax 17%, Anrok 6%, Zoho Books 4%

## Anti-recommendations

Products most often labeled soft or hard negative, with the number of models that did so at least once in the category, and the share of that product's labels in the category that were negative. 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.

- **account-reconciliation**: BlackLine (11 models, 10 hard; 25 of 31 labels negative), FloQast (8 models, 5 hard; 13 of 33 labels negative), Oracle NetSuite (6 models, 3 hard; 6 of 10 labels negative), Trintech (5 models, 4 hard; 7 of 10 labels negative)
- **accounts-payable-automation**: Tipalti (9 models, 3 hard; 13 of 20 labels negative), BILL Accounts Payable (9 models, 1 hard; 12 of 72 labels negative), AvidXchange (8 models; 9 of 13 labels negative), Coupa (5 models, 5 hard; 6 of 6 labels negative)
- **accounts-receivable-automation**: HighRadius (10 models, 8 hard; 17 of 19 labels negative), Esker (7 models, 4 hard; 7 of 7 labels negative), Billtrust (5 models, 2 hard; 7 of 9 labels negative), BILL Accounts Receivable (5 models, 1 hard; 6 of 52 labels negative)
- **board-and-investor-reporting**: Diligent Boards (12 models, 11 hard; 28 of 36 labels negative), Nasdaq Boardvantage (10 models, 8 hard; 14 of 18 labels negative), OnBoard (6 models; 6 of 37 labels negative), Boardable (4 models, 1 hard; 5 of 41 labels negative)
- **business-banking**: Wells Fargo (9 models, 7 hard; 11 of 20 labels negative), Chase Business Banking (9 models, 3 hard; 11 of 43 labels negative), Bank of America (7 models, 3 hard; 10 of 24 labels negative), Citibank (4 models, 2 hard; 4 of 5 labels negative)
- **cap-table-management**: Carta (13 models, 2 hard; 26 of 69 labels negative), Pulley (12 models, 24 hard; 28 of 69 labels negative), AngelList Stack (12 models, 11 hard; 14 of 24 labels negative), Shareworks (8 models, 5 hard; 12 of 17 labels negative)
- **entity-management**: Diligent Entities (13 models, 12 hard; 30 of 46 labels negative), Athennian (11 models, 8 hard; 25 of 42 labels negative), CSC Entity Management (9 models, 7 hard; 13 of 20 labels negative), Computershare GEMS (6 models, 5 hard; 7 of 7 labels negative)
- **financial-close-management**: BlackLine (13 models, 14 hard; 38 of 45 labels negative), OneStream (8 models, 9 hard; 12 of 12 labels negative), Trintech (8 models, 8 hard; 11 of 13 labels negative), Workiva (8 models, 8 hard; 10 of 12 labels negative)
- **saas-metrics-and-analytics**: Baremetrics (11 models, 1 hard; 15 of 60 labels negative), Tableau (9 models, 6 hard; 10 of 10 labels negative), Amplitude (9 models, 5 hard; 11 of 24 labels negative), Heap (8 models, 1 hard; 9 of 13 labels negative)
- **sales-tax-automation**: Avalara AvaTax (13 models, 4 hard; 31 of 60 labels negative), TaxJar (7 models, 3 hard; 10 of 70 labels negative), Vertex (5 models, 2 hard; 7 of 14 labels negative), Sovos (4 models, 2 hard; 4 of 9 labels negative)

## Leadership and criticism

First-choice share and negative label rate are independent, so every product with at least 10 labels in a category is placed on both axes. Cutoffs: leader at 30% or more of first choices, criticized at 25% or more negative labels. An endorsed leader is recommended and not criticized; a criticized default is recommended while the models list its problems; a criticized challenger is named mostly to be warned against.

| Category | Product | First-choice share | Negative rate | Labels | Quadrant |
|---|---|---|---|---|---|
| account-reconciliation | QuickBooks Online | 46% | 6% | 70 | endorsed leader |
| account-reconciliation | Xero | 25% | 3% | 62 | accepted challenger |
| account-reconciliation | Zoho Books | 11% | 0% | 23 | accepted challenger |
| account-reconciliation | Numeric | 4% | 0% | 20 | accepted challenger |
| account-reconciliation | NCH Express Accounts | 4% | 38% | 13 | criticized challenger |
| account-reconciliation | FloQast | 4% | 39% | 33 | criticized challenger |
| account-reconciliation | Wave | 2% | 27% | 15 | criticized challenger |
| account-reconciliation | Sage Intacct | 0% | 20% | 10 | accepted challenger |
| account-reconciliation | ReconArt | 0% | 33% | 12 | criticized challenger |
| account-reconciliation | Oracle NetSuite | 0% | 60% | 10 | criticized challenger |
| account-reconciliation | Trintech | 0% | 70% | 10 | criticized challenger |
| account-reconciliation | BlackLine | 0% | 81% | 31 | criticized challenger |
| accounts-payable-automation | BILL Accounts Payable | 44% | 17% | 72 | endorsed leader |
| accounts-payable-automation | Ramp | 25% | 6% | 54 | accepted challenger |
| accounts-payable-automation | Melio | 18% | 6% | 51 | accepted challenger |
| accounts-payable-automation | QuickBooks | 5% | 18% | 28 | accepted challenger |
| accounts-payable-automation | Stampli | 2% | 9% | 22 | accepted challenger |
| accounts-payable-automation | Xero | 2% | 28% | 18 | criticized challenger |
| accounts-payable-automation | Tipalti | 0% | 65% | 20 | criticized challenger |
| accounts-payable-automation | AvidXchange | 0% | 69% | 13 | criticized challenger |
| accounts-receivable-automation | BILL Accounts Receivable | 20% | 12% | 52 | accepted challenger |
| accounts-receivable-automation | Zoho Books | 18% | 0% | 21 | accepted challenger |
| accounts-receivable-automation | Chaser | 12% | 13% | 38 | accepted challenger |
| accounts-receivable-automation | Upflow | 10% | 8% | 26 | accepted challenger |
| accounts-receivable-automation | Paidnice | 6% | 0% | 16 | accepted challenger |
| accounts-receivable-automation | Invoiced | 4% | 0% | 18 | accepted challenger |
| accounts-receivable-automation | Melio | 4% | 9% | 11 | accepted challenger |
| accounts-receivable-automation | Xero | 2% | 0% | 10 | accepted challenger |
| accounts-receivable-automation | Plooto | 2% | 0% | 12 | accepted challenger |
| accounts-receivable-automation | Wave | 2% | 10% | 10 | accepted challenger |
| accounts-receivable-automation | QuickBooks Online | 2% | 14% | 22 | accepted challenger |
| accounts-receivable-automation | FreshBooks | 0% | 9% | 11 | accepted challenger |
| accounts-receivable-automation | Versapay | 0% | 40% | 10 | criticized challenger |
| accounts-receivable-automation | HighRadius | 0% | 89% | 19 | criticized challenger |
| board-and-investor-reporting | BoardPro | 29% | 3% | 36 | accepted challenger |
| board-and-investor-reporting | Visible | 24% | 0% | 16 | accepted challenger |
| board-and-investor-reporting | Boardable | 13% | 12% | 41 | accepted challenger |
| board-and-investor-reporting | OnBoard | 7% | 16% | 37 | accepted challenger |
| board-and-investor-reporting | Diligent Boards | 0% | 78% | 36 | criticized challenger |
| board-and-investor-reporting | Nasdaq Boardvantage | 0% | 78% | 18 | criticized challenger |
| business-banking | Mercury | 43% | 8% | 51 | endorsed leader |
| business-banking | Bluevine | 17% | 9% | 46 | accepted challenger |
| business-banking | Novo | 15% | 12% | 33 | accepted challenger |
| business-banking | Relay | 6% | 10% | 39 | accepted challenger |
| business-banking | U.S. Bank | 4% | 0% | 16 | accepted challenger |
| business-banking | Chase Business Banking | 2% | 26% | 43 | criticized challenger |
| business-banking | Airwallex | 0% | 0% | 11 | accepted challenger |
| business-banking | Wise Business | 0% | 0% | 14 | accepted challenger |
| business-banking | Brex | 0% | 21% | 19 | accepted challenger |
| business-banking | Bank of America | 0% | 42% | 24 | criticized challenger |
| business-banking | Wells Fargo | 0% | 55% | 20 | criticized challenger |
| cap-table-management | Pulley | 29% | 41% | 69 | criticized challenger |
| cap-table-management | Eqvista | 25% | 0% | 50 | accepted challenger |
| cap-table-management | Cake Equity | 20% | 2% | 50 | accepted challenger |
| cap-table-management | Carta | 12% | 38% | 69 | criticized challenger |
| cap-table-management | Capboard | 2% | 0% | 17 | accepted challenger |
| cap-table-management | Ledgy | 2% | 5% | 37 | accepted challenger |
| cap-table-management | Fidelity Private Shares | 0% | 14% | 14 | accepted challenger |
| cap-table-management | AngelList Stack | 0% | 58% | 24 | criticized challenger |
| cap-table-management | Shareworks | 0% | 71% | 17 | criticized challenger |
| entity-management | EntityKeeper | 25% | 11% | 46 | accepted challenger |
| entity-management | Filejet | 13% | 8% | 24 | accepted challenger |
| entity-management | Discern | 8% | 0% | 10 | accepted challenger |
| entity-management | EntityFlo | 6% | 0% | 13 | accepted challenger |
| entity-management | MinuteBox | 2% | 0% | 10 | accepted challenger |
| entity-management | Athennian | 2% | 60% | 42 | criticized challenger |
| entity-management | Diligent Entities | 2% | 65% | 46 | criticized challenger |
| entity-management | CSC Entity Management | 0% | 65% | 20 | criticized challenger |
| financial-close-management | FloQast | 26% | 28% | 54 | criticized challenger |
| financial-close-management | Numeric | 25% | 0% | 48 | accepted challenger |
| financial-close-management | QuickBooks Online | 10% | 7% | 14 | accepted challenger |
| financial-close-management | Double | 5% | 0% | 16 | accepted challenger |
| financial-close-management | DOKKA Close | 5% | 0% | 14 | accepted challenger |
| financial-close-management | Xero | 3% | 10% | 10 | accepted challenger |
| financial-close-management | Datarails | 2% | 0% | 23 | accepted challenger |
| financial-close-management | Prophix | 2% | 18% | 11 | accepted challenger |
| financial-close-management | Workiva | 0% | 83% | 12 | criticized challenger |
| financial-close-management | BlackLine | 0% | 84% | 45 | criticized challenger |
| financial-close-management | Trintech | 0% | 85% | 13 | criticized challenger |
| financial-close-management | OneStream | 0% | 100% | 12 | criticized challenger |
| saas-metrics-and-analytics | ChartMogul | 61% | 6% | 65 | endorsed leader |
| saas-metrics-and-analytics | ProfitWell Metrics | 20% | 7% | 54 | accepted challenger |
| saas-metrics-and-analytics | Baremetrics | 10% | 25% | 60 | criticized challenger |
| saas-metrics-and-analytics | Databox | 6% | 0% | 27 | accepted challenger |
| saas-metrics-and-analytics | Looker Studio | 0% | 0% | 16 | accepted challenger |
| saas-metrics-and-analytics | Geckoboard | 0% | 0% | 11 | accepted challenger |
| saas-metrics-and-analytics | PostHog | 0% | 5% | 22 | accepted challenger |
| saas-metrics-and-analytics | Mixpanel | 0% | 27% | 30 | criticized challenger |
| saas-metrics-and-analytics | Amplitude | 0% | 46% | 24 | criticized challenger |
| saas-metrics-and-analytics | Maxio Metrics | 0% | 54% | 13 | criticized challenger |
| saas-metrics-and-analytics | Heap | 0% | 69% | 13 | criticized challenger |
| saas-metrics-and-analytics | Tableau | 0% | 100% | 10 | criticized challenger |
| sales-tax-automation | TaxJar | 34% | 14% | 70 | endorsed leader |
| sales-tax-automation | TaxCloud | 25% | 6% | 51 | accepted challenger |
| sales-tax-automation | Avalara AvaTax | 17% | 52% | 60 | criticized challenger |
| sales-tax-automation | Anrok | 6% | 6% | 17 | accepted challenger |
| sales-tax-automation | Zoho Books | 4% | 7% | 14 | accepted challenger |
| sales-tax-automation | Zamp | 2% | 0% | 14 | accepted challenger |
| sales-tax-automation | Kintsugi | 2% | 13% | 15 | accepted challenger |
| sales-tax-automation | Stripe Tax | 2% | 14% | 21 | accepted challenger |
| sales-tax-automation | Numeral | 2% | 36% | 11 | criticized challenger |
| sales-tax-automation | Quaderno | 0% | 0% | 16 | accepted challenger |
| sales-tax-automation | Vertex | 0% | 50% | 14 | criticized challenger |

## Treatment of lab-affiliated products by model

Self-preference is only measurable with a control group: how the lab's own model treats its products compared with how every other model treats the same products. Anthropic, OpenAI have no products in the covered categories with enough labels to measure, so nothing is claimed about them.

**Google products** (7 products, 55 labels). Cells are positive/negative/all labels.

| Product | Claude Haiku 4.5 | GPT-5.4 mini | Gemini 3.5 Flash | Perplexity Sonar | Grok 4.1 Fast | Mistral Small | DeepSeek V4 Flash | Llama 4 Maverick | Qwen 3.7 Flash | Kimi K2 | GLM 4.7 FlashX | MiniMax M2.5 | GPT-6 Luna | Muse Glimmer 30B |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Looker Studio | 2/0/2 |  | 1/0/1 | 2/0/2 | 4/0/4 | 1/0/1 | 1/0/1 |  |  | 2/0/2 | 1/0/1 | 2/0/2 |  | 1/0/1 |
| Google Sheets |  |  |  |  | 2/3/5 |  | 0/1/1 | 2/0/2 | 1/0/1 | 1/0/1 | 2/1/3 |  | 2/0/2 |  |
| Google Analytics | 1/0/1 |  |  |  | 1/0/1 |  | 1/0/1 |  | 0/1/1 | 1/0/1 | 1/0/1 |  |  | 1/0/1 |
| Looker | 0/1/1 |  | 0/1/1 |  |  |  |  |  | 0/1/1 | 0/2/2 |  | 0/1/1 |  |  |
| Google Drive |  |  | 0/1/1 |  |  |  |  |  | 0/1/1 |  | 1/1/2 |  | 1/0/1 |  |
| Google Workspace |  |  |  |  | 0/1/1 |  | 1/0/1 |  | 1/0/1 |  | 1/0/1 |  |  |  |
| Google Slides |  |  |  |  |  |  |  |  |  |  |  |  | 1/0/1 |  |

Mean label weight on Google products: Gemini 3.5 Flash -1.00 over 3 labels; the other 13 models +0.52 over 52 labels. Weights run from +3 (first choice) to -3 (hard negative). A gap under about half a point on this few labels is not a finding.

## Discontinued products recommended

None in this run.

## Normalization

Unresolved, 209 labels counted under the raw name, for human review:

Axos Bank Business Checking in business-banking (5), Foundersuite in board-and-investor-reporting (3), Userpilot in saas-metrics-and-analytics (3), Chase Business Checking in business-banking (2), EXEMPTAX in sales-tax-automation (2), GrowthBook in saas-metrics-and-analytics (2), Keeper.app in financial-close-management (2), Northwest in entity-management (2), Salesforce Analytics in saas-metrics-and-analytics (2), A2B Pay (InvoiceCloud) in accounts-receivable-automation (1), ANNA in business-banking (1), ARR Analysis in saas-metrics-and-analytics (1), AccountMate in account-reconciliation (1), Acorns in business-banking (1), Airwallex Bill Pay in accounts-payable-automation (1), Amplitude B2B SaaS template in saas-metrics-and-analytics (1), Attio in financial-close-management (1), Avalara Select's Core Compliance plan in sales-tax-automation (1), Avise in financial-close-management (1), Axos Bank Business Checking (Basic Business Checking) in business-banking (1), Azlo in business-banking (1), Bank of America Business Fundamentals in business-banking (1), Bank of America® Business Advantage Fundamentals™ Banking in business-banking (1), BetterLegal in entity-management (1), Bigin by Zoho in financial-close-management (1), Bill Pay Basic in accounts-payable-automation (1), Bizee in entity-management (1), Bluevine Standard Checking in business-banking (1), Bluevine Standard checking in business-banking (1), Board Effect in board-and-investor-reporting (1), BoardPortal in board-and-investor-reporting (1), BoardShape in board-and-investor-reporting (1), Brightbooks in account-reconciliation (1), Business Complete in business-banking (1), CSC Navigator in entity-management (1), CT hCue Entity Management in entity-management (1), Capable.io in cap-table-management (1), CaptableAI in cap-table-management (1), Carta Build in cap-table-management (1), Carta Build/Grow in cap-table-management (1), CertCapture in sales-tax-automation (1), Chameleon in saas-metrics-and-analytics (1), Chase Business Advantage in business-banking (1), Citibank Business Checking in business-banking (1), Clearing in financial-close-management (1), Closewell in financial-close-management (1), Cobblestone Contract Counsel in entity-management (1), Coceri in board-and-investor-reporting (1), Collect! in accounts-receivable-automation (1), Cometly in saas-metrics-and-analytics (1), Community banks in business-banking (1), Confluence in entity-management (1), Conga Composer in entity-management (1), CorpCap in entity-management (1), Corplen in entity-management (1), Corporation in entity-management (1), Coupler.io in saas-metrics-and-analytics (1), Culta.ai in entity-management (1), DealCloser in financial-close-management (1), DebtAgent in accounts-receivable-automation (1), Diligent OneSky in entity-management (1), Dilynx in financial-close-management (1), EY's EY Canvas in entity-management (1), EntityHub in entity-management (1), EntityOne in entity-management (1), EntityVault in entity-management (1), Equafy in cap-table-management (1), Eqvista Cap Table and Entity Management in entity-management (1), Finfleet (by Fintech Specs) in accounts-receivable-automation (1), Flip in business-banking (1), FloQast AutoRec in account-reconciliation (1), FloQast Reconciliation in account-reconciliation (1), Forte Financial in accounts-receivable-automation (1), Found Banking in business-banking (1), FreightBooks in accounts-receivable-automation (1), Gmail in board-and-investor-reporting (1), GoHighLevel in saas-metrics-and-analytics (1), Google Drive folder in board-and-investor-reporting (1), Grasshopper Innovator Business Checking in business-banking (1), Gresham Tech in account-reconciliation (1), Harvard Business Services Entity Manager in entity-management (1), HighLevel in financial-close-management (1), HubSpot Reporting in board-and-investor-reporting (1), Ignition in accounts-receivable-automation (1), Intercom in saas-metrics-and-analytics (1), InvoiceKY in accounts-receivable-automation (1), InvoiceOps in accounts-payable-automation (1), JetTax in sales-tax-automation (1), Jetpack Workflow in financial-close-management (1), Ken in accounts-payable-automation (1), Kenna in accounts-payable-automation (1), KeyBank in business-banking (1), Kleap in cap-table-management (1), Legal Entity Manager in entity-management (1), Legally in entity-management (1), Less Annoying CRM in financial-close-management (1), Link My Books in account-reconciliation (1), Loom in board-and-investor-reporting (1), Mayday in financial-close-management (1), Melio's free plan in accounts-payable-automation (1), Melvo in accounts-payable-automation (1), Microsoft Excel templates in financial-close-management (1), Microsoft Lists / SharePoint in entity-management (1), Microsoft Planner in board-and-investor-reporting (1), Microsoft Planner in financial-close-management (1), Microsoft SharePoint / OneDrive in board-and-investor-reporting (1), Milestone in account-reconciliation (1), Minutes.llc in entity-management (1), Monday Sales CRM in financial-close-management (1), My Board View in board-and-investor-reporting (1), NBKC Bank Free Business Checking Account in business-banking (1), NetSuite built-in workflows in financial-close-management (1), NetSuite’s advanced modules in accounts-receivable-automation (1), Numeric.ai in financial-close-management (1), Nutshell in financial-close-management (1), Nuvve in board-and-investor-reporting (1), ONES.com in board-and-investor-reporting (1), OptionImpact in cap-table-management (1), Oracle FCC in financial-close-management (1), Oracle NetSuite AR in accounts-receivable-automation (1), Oracle NetSuite Advanced AP in accounts-payable-automation (1), Oracle Reconciliation in account-reconciliation (1), Our Cat Herder in board-and-investor-reporting (1), Paddle analytics in saas-metrics-and-analytics (1), Pantheon in entity-management (1), Paperless Boards in board-and-investor-reporting (1), PayPal Tax in sales-tax-automation (1), Pipeline CRM in financial-close-management (1), Pledge in cap-table-management (1), PorterMetrics in saas-metrics-and-analytics (1), Premier Checking account from Business Bank of America in business-banking (1), Pulley Startup in cap-table-management (1), PwC's GLIMR in entity-management (1), Qlue in board-and-investor-reporting (1), Quadrant in sales-tax-automation (1), QuickBooks Online AP in accounts-payable-automation (1), QuickBooks Online Accountant in financial-close-management (1), QuickBooks Online Sales Tax Center in sales-tax-automation (1), QuickBooks Sales Tax Center in sales-tax-automation (1), Ramp AR in account-reconciliation (1), ReconcileIQ in account-reconciliation (1), Redwood Software in financial-close-management (1), Robinhood in business-banking (1), SAP Financial Close cockpit in financial-close-management (1), SMVRT Legal in entity-management (1), SaaSHero in saas-metrics-and-analytics (1), Sage Intacct Close Management in financial-close-management (1), Sage Intacct Reconciliation in account-reconciliation (1), Salesforce Starter Suite in financial-close-management (1), SeedInvest in cap-table-management (1), SeedLegals in cap-table-management (1), Shopify Balance in business-banking (1), Shopify Manual Tax in sales-tax-automation (1), Shopify Recon in account-reconciliation (1), SimplyAgree in financial-close-management (1), Small Business Bank, Lenexa, Kansas in business-banking (1), Smart Clerk in financial-close-management (1), Solium Close Management in financial-close-management (1), Spotlight in financial-close-management (1), Square Business Checking in business-banking (1), Square Checking & Square Savings in business-banking (1), Square for Retail in account-reconciliation (1), Stripe Billing Analytics in saas-metrics-and-analytics (1), Stripe's own billing analytics dashboard in saas-metrics-and-analytics (1), Substack in board-and-investor-reporting (1), Superjoin in saas-metrics-and-analytics (1), Swydo in board-and-investor-reporting (1), SyncBack / Plaid Feeds in account-reconciliation (1), Taulo in account-reconciliation (1), Taxify in sales-tax-automation (1), TechnologyAdvice in accounts-receivable-automation (1), Tratta in accounts-receivable-automation (1), Trica in cap-table-management (1), Truist Bank's Simple Business account in business-banking (1), Truist Business Checking in business-banking (1), U.S. Bank Business Checking in business-banking (1), U.S. Bank business checking in business-banking (1), U.S. Bank – Business Essentials Checking in business-banking (1), Vega Equity in cap-table-management (1), Vincamo in entity-management (1), Vintoro in entity-management (1), Webgility in account-reconciliation (1), Wix/Squarespace Built-in Engines in sales-tax-automation (1), WooCommerce in sales-tax-automation (1), WordPress tax plugins in sales-tax-automation (1), Xero built-in bill pay in accounts-payable-automation (1), Zerentry in accounts-payable-automation (1), Zonos in sales-tax-automation (1), eShares in cap-table-management (1), hCue by CT Corporation in entity-management (1), iManage Closing Folders in financial-close-management (1), mParticle in saas-metrics-and-analytics (1), native Bill Pay in accounts-payable-automation (1), standard Google Analytics in saas-metrics-and-analytics (1), trimly in financial-close-management (1)

Excluded by rule, 1 label not scored:

Gitnux (1; a publisher of software roundups and rankings, cited as a source and named as if it were a product; it sells nothing it ranks)

Category-scoped resolutions, 450 labels. A bare vendor name was read as that vendor's product for the asked category, which assigns specificity the model did not write; each one is listed so the assumption is visible:

Avalara in sales-tax-automation read as Avalara AvaTax (44), BILL (formerly Bill.com) in accounts-payable-automation read as BILL Accounts Payable (29), Diligent in board-and-investor-reporting read as Diligent Boards (26), Ramp Bill Pay in accounts-payable-automation read as Ramp (25), BILL in accounts-payable-automation read as BILL Accounts Payable (20), BILL in accounts-receivable-automation read as BILL Accounts Receivable (20), Chase in business-banking read as Chase Business Banking (19), BILL (formerly Bill.com) in accounts-receivable-automation read as BILL Accounts Receivable (16), QuickBooks Online in accounts-payable-automation read as QuickBooks (13), DOKKA in financial-close-management read as DOKKA Close (12), Maxio in saas-metrics-and-analytics read as Maxio Metrics (11), AppDeck in board-and-investor-reporting read as AppDeck Board Portal (9), Diligent in entity-management read as Diligent Entities (9), NetSuite in account-reconciliation read as Oracle NetSuite (9), ProfitWell (Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (9), Bill.com in accounts-payable-automation read as BILL Accounts Payable (8), CSC in entity-management read as CSC Entity Management (8), ProfitWell in saas-metrics-and-analytics read as ProfitWell Metrics (8), Bill.com in accounts-receivable-automation read as BILL Accounts Receivable (7), Google Looker Studio in saas-metrics-and-analytics read as Looker Studio (7), AngelList in cap-table-management read as AngelList Stack (6), BILL (Bill.com) in accounts-payable-automation read as BILL Accounts Payable (6), DiliTrust Governance Suite in entity-management read as DiliTrust Entity Management (6), QuickBooks Bill Pay in accounts-payable-automation read as QuickBooks (6), Aprio in board-and-investor-reporting read as Aprio Board Portal (5), Avalara (AvaTax) in sales-tax-automation read as Avalara AvaTax (5), Cake in cap-table-management read as Cake Equity (5), Vena Solutions in financial-close-management read as Vena (5), BILL AP/AR in accounts-payable-automation read as BILL Accounts Payable (4), BlackLine in accounts-receivable-automation read as BlackLine Invoice-to-Cash (4), CT Corporation in entity-management read as CT Corporation Entity Management (4), BILL AP/AR in accounts-receivable-automation read as BILL Accounts Receivable (3), Bill.com in account-reconciliation read as BILL (3), Excel in account-reconciliation read as Microsoft Excel (3), Prophix in account-reconciliation read as Prophix One (3), QuickBooks in account-reconciliation read as QuickBooks Online (3), QuickBooks in accounts-receivable-automation read as QuickBooks Online (3), Adra by Trintech in financial-close-management read as Trintech Adra (2), BILL Essentials in accounts-payable-automation read as BILL Accounts Payable (2), BILL.com in accounts-receivable-automation read as BILL Accounts Receivable (2), Chase Business in business-banking read as Chase Business Banking (2), HubSpot CRM in financial-close-management read as HubSpot (2), NetSuite in financial-close-management read as Oracle NetSuite (2), ProfitWell (Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (2), QuickBooks Online Advanced in accounts-payable-automation read as QuickBooks (2), SAP in account-reconciliation read as SAP Reconciliation (2), Synapse in business-banking read as Synapse Financial Technologies (2), Wave Accounting in account-reconciliation read as Wave (2), Adra by Trintech in account-reconciliation read as Trintech Adra (1), American Express in business-banking read as American Express Business Checking (1), AngelList (non-Stack) in cap-table-management read as AngelList Stack (1), Angellist in cap-table-management read as AngelList Stack (1), Avalara (AvaTax + CertExpress) in sales-tax-automation read as Avalara AvaTax (1), Avalara (by Sage) in sales-tax-automation read as Avalara AvaTax (1), BILL (AP/AR) in accounts-receivable-automation read as BILL Accounts Receivable (1), BILL.com in account-reconciliation read as BILL (1), BILL.com in accounts-payable-automation read as BILL Accounts Payable (1), Bank of America Business Advantage in business-banking read as Bank of America (1), Bill (previously Bill.com) in accounts-receivable-automation read as BILL Accounts Receivable (1), Bill.com (BILL) in accounts-receivable-automation read as BILL Accounts Receivable (1), Bill.com / BILL in accounts-payable-automation read as BILL Accounts Payable (1), Capital One Spark in business-banking read as Capital One (1), Citi in business-banking read as Citibank (1), ClearPoint in board-and-investor-reporting read as ClearPoint Strategy (1), Dext in account-reconciliation read as Dext Prepare (1), Dext (formerly Receipt Bank) in account-reconciliation read as Dext Prepare (1), Excel in entity-management read as Microsoft Excel (1), Excel (with Power Query) in account-reconciliation read as Microsoft Excel (1), JPMorgan Chase in business-banking read as Chase Business Banking (1), JPMorgan Chase business banking in business-banking read as Chase Business Banking (1), Maxio (SaaSOptics + Chargify) in saas-metrics-and-analytics read as Maxio Metrics (1), Maxio (formerly Chargify + SaaSOptics) in saas-metrics-and-analytics read as Maxio Metrics (1), Microsoft Dynamics in financial-close-management read as Microsoft Dynamics 365 (1), NetSuite in accounts-payable-automation read as Oracle NetSuite (1), PNC in business-banking read as PNC Bank (1), ProfitWell (by Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (now Baremetrics) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (now Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (now Paddle Retain) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell by Paddle in saas-metrics-and-analytics read as ProfitWell Metrics (1), Prophix One in financial-close-management read as Prophix (1), Quadient Accounts Receivable in accounts-receivable-automation read as Quadient AR (1), QuickBooks in financial-close-management read as QuickBooks Online (1), QuickBooks in sales-tax-automation read as QuickBooks Sales Tax (1), QuickBooks Advanced in financial-close-management read as QuickBooks Online (1), QuickBooks Online Simple Start in accounts-receivable-automation read as QuickBooks Online (1), QuickBooks bill pay in accounts-payable-automation read as QuickBooks (1), Thomson Reuters in sales-tax-automation read as Thomson Reuters ONESOURCE (1), Wave Accounting in accounts-receivable-automation read as Wave (1), Wave Accounting (Free Version) in account-reconciliation read as Wave (1), Xero in sales-tax-automation read as Xero Tax (1), YayPay (by Quadient) in accounts-receivable-automation read as Quadient AR (1), Zoho in account-reconciliation read as Zoho Books (1)

Combined answers split into one label per product: Avalara / AvaTax, BILL / BILL AP/AR, CCH SureTax / Wolters Kluwer, Deloitte/Accenture, Diligent Boards / Diligent One, Diligent/BoardEffect, Google Workspace / Google Drive, Kintsugi/Numeral, Mode/Metabase, ProfitWell Metrics / Paddle Metrics, ProfitWell Metrics/Paddle Retain, QuickBooks Online / QuickBooks Online Advanced, Shareworks / Morgan Stanley at Work, Stripe Analytics / Sigma, Trintech/Adra, YayPay/Versapay

## Appendix: loose paraphrase stability

- Claude Haiku 4.5: a direct first choice kept as first choice or alternative in 4 of 10 categories (40%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- GPT-5.4 mini: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, sales-tax-automation
- Gemini 3.5 Flash: a direct first choice kept as first choice or alternative in 9 of 10 categories (90%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, financial-close-management, sales-tax-automation
- Perplexity Sonar: a direct first choice kept as first choice or alternative in 4 of 10 categories (40%); differing under the strict rule: accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- Grok 4.1 Fast: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, cap-table-management, entity-management, financial-close-management
- Mistral Small: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- DeepSeek V4 Flash: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, cap-table-management, entity-management, financial-close-management, sales-tax-automation
- Llama 4 Maverick: a direct first choice kept as first choice or alternative in 1 of 9 categories (11%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- Qwen 3.7 Flash: a direct first choice kept as first choice or alternative in 4 of 10 categories (40%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- Kimi K2: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, cap-table-management, entity-management, financial-close-management
- GLM 4.7 FlashX: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics
- MiniMax M2.5: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management
- GPT-6 Luna: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, cap-table-management, entity-management, sales-tax-automation
- Muse Glimmer 30B: a direct first choice kept as first choice or alternative in 3 of 10 categories (30%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics