AI Indexes
Finance AI Index
Index › Function 02 of 6 · October 2026 Edition
October 2026 Edition

Planning and analysis

Forward-looking finance: FP&A, modeling and scenarios, reporting and dashboards, board reporting, corporate performance management and SaaS metrics. 6 of 7 categories scored, 1 planned.

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Standing in planning and analysis

First-choice share across the direct, paraphrase, budget and scale prompts, all fourteen models, for the six planning and analysis categories scored in the October 2026 Edition.
Planning and analysis
SaaS metrics and analytics
One leader in all three segments
ChartMogulClear leader
SMB
53%▲+14Since September 2026: 37% → 51%, +14 points. Past the 10-point floor: movement. Read over the models both editions asked.
Mid-market
49%▲+2Since September 2026: 45% → 48%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Enterprise
25%▲+4Since September 2026: 19% → 22%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Planning and analysis
Financial reporting and dashboards
A different leader in every segment
QuickBooks OnlineContested
SMB
26%▼−11Since September 2026: 38% → 27%, −11 points. Past the 10-point floor: movement. Read over the models both editions asked.
Sage IntacctContested
Mid-market
33%▲+9Since September 2026: 27% → 36%, +9 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Microsoft Power BIContested
Enterprise
22%▼−1Since September 2026: 19% → 18%, −1 point. Inside the 10-point floor: within noise. Read over the models both editions asked.
Planning and analysis
Board and investor reporting
A different leader in every segment
BoardProContested
SMB
29%↗new leaderNew leader since September 2026: BoardPro (29%) replaces Visible (23% then, 24% now), 5 points clear, inside the 10-point floor.
OnBoardContested
Mid-market
26%▲+2Since September 2026: 25% → 27%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Diligent BoardsContested
Enterprise
30%↗new leaderNew leader since September 2026: Diligent Boards (33%) replaces Nasdaq Boardvantage (20% then, 11% now), 22 points clear, past the 10-point floor.
Planning and analysis
Corporate performance management
A different leader in every segment
CubeContested
SMB
15%▼−1Since September 2026: 16% → 15%, −1 point. Inside the 10-point floor: within noise. Read over the models both editions asked.
PlanfulContested
Mid-market
22%▼−7Since September 2026: 29% → 21%, −7 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
AnaplanContested
Enterprise
30%↗new leaderNew leader since September 2026: Anaplan (28%) replaces OneStream (30% then, 17% now), 11 points clear, past the 10-point floor.
Planning and analysis
FP&A platforms
A different leader in every segment
FathomContested
SMB
25%↗new leaderNew leader since September 2026: Fathom (27%) replaces Clockwork (60% then, 10% now), 17 points clear, past the 10-point floor.
PlanfulContested
Mid-market
20%↗new leaderNew leader since September 2026: Planful (19%) replaces Vena (15% then, 15% now), 4 points clear, inside the 10-point floor.
AnaplanClear leader
Enterprise
53%▲+4Since September 2026: 48% → 51%, +4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Planning and analysis
Financial modeling and scenario planning
A different leader in every segment
Google SheetsContested
SMB
19%↗new leaderNew leader since September 2026: Google Sheets (16%) replaces Clockwork (12% then, 2% now), 14 points clear, past the 10-point floor.
Microsoft ExcelContested
Mid-market
14%↗new leaderNew leader since September 2026: Cube (12%) replaces Datarails (19% then, 11% now), 2 points clear, inside the 10-point floor.
AnaplanClear leader
Enterprise
57%▼−1Since September 2026: 56% → 56%, −1 point. Inside the 10-point floor: within noise. Read over the models both editions asked.

Next in planning and analysis

Planned categories are in the build queue and are scored exactly like every other.
Headcount and workforce budgeting planned
All 57 categoriesSubscribe to the index