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September 2026 Edition, published September 17, 2026 · The permanent record of that edition, superseded since.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

Board and investor reporting

Asked as “board reporting software”, and as “investor reporting tool”, on behalf of a mid-market B2B company. 54 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing · first-choice share
26%
Contested · Boardable 13%
26OnBoard13Boardable13Visible48others

26% of first choices, contested.

By buyer segment

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

The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a mid-market B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01OnBoard26%10%39accepted challenger
02Boardable13%5%40accepted challenger
03BoardPro9%5%21accepted challenger
04BoardSpace4%0%10accepted challenger
05Board Intelligence2%0%20accepted challenger
06Diligent Boards2%50%40criticized challenger
Show the two products at 0%, ordered by negative rate
07Nasdaq Boardvantage0%35%23criticized challenger
08BoardEffect0%25%16criticized challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its product page.
All fifteen head-to-head pages: the top six products, each against each

Recommended versus criticized

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

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01OnBoard26%
02Boardable13%
03BoardPro9%
04BoardSpace4%
05Board Intelligence2%
06Diligent Boards2%
07Nasdaq Boardvantage0%
08BoardEffect0%

What they warned about

Zero of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.1 Fast, Mistral Small, DeepSeek V4 Flash, Llama 4 Maverick, Qwen 3.7 Flash, Kimi K2, GLM 4.7 FlashX and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Diligent Boards
50%
20 of 40 labels negative · 11 of 12 models
“"enterprise bloat that makes tools like Diligent or Nasdaq Boardvantage overkill for most startups." ... "Choose Diligent or OnBoard when the board report lives inside a governance workflow"” Muse Glimmer 30B, negative prompt
Nasdaq Boardvantage
35%
8 of 23 labels negative · 6 of 12 models
“legacy portals (including older, highly customized builds of massive systems like Nasdaq Boardvantage or older iterations of Diligent) that prioritize rigid administrative features over user experience” Gemini 3.5 Flash, negative prompt
BoardEffect
25%
4 of 16 labels negative · 4 of 12 models · 1 hard negative
“User reviews indicate serious deterioration post-acquisition: **Support has become "extremely difficult"**” Kimi K2, negative prompt
Dropbox
100%
3 of 3 labels negative · 3 of 12 models · 3 hard negative
“like Teams, SharePoint, or Dropbox: useful for sharing files, but not built for board governance, role-based access, or audit trails” Perplexity Sonar, negative prompt

What they cite

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

Sites the answers cite

78 of 84 answers in this category came back with a source list, from 14 of 12 models: citations where the model returns them, or the search results it consulted. 1043 links across 165 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · Fast.io38 answers · 54 citations · 11 models
vendor site · G236 answers · 65 citations · 12 models
vendor site · Board Intelligence35 answers · 66 citations · 12 models
34 answers · 46 citations · 11 models
vendor site · Guideflow32 answers · 34 citations · 12 models
vendor site · AppDeck28 answers · 46 citations · 11 models
27 answers · 50 citations · 9 models
26 answers · 29 citations · 10 models
vendor site · Worldmetrics24 answers · 44 citations · 11 models
21 answers · 24 citations · 9 models
vendor site · ClearPoint Strategy20 answers · 24 citations · 10 models
19 answers · 22 citations · 10 models

Pages the answers cite

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

Search against answers

Each company's standing in the answers beside its site's footprint in Google search, one row a site: the products the models named on it with their shares, and the share they add up to; monthly searches on Google, and DataForSEO's estimate of AI search demand (modeled from search signals, directional, not a count of queries to any assistant), for the most-searched of the company's and its products' names (the name is in each row's hover text); estimated monthly organic visits to the site; and its best position in Google's top ten for “best board reporting software”, “board reporting software”, “board reporting tools”. US estimates from DataForSEO and Google's Ads Transparency Center. A small company's site, or a mid-sized company's site for its flagship, is marked company; a product on a large parent's site (Google, Microsoft) has no site figures. A column with no figures for this category is left out, and an empty cell means none were seen, not none exist. Two measurements side by side: neither is read as the cause of the other.
Company and productsShareOwn site citedName searches, GoogleAI search demand, est.Organic visitsPaid search a month, est.Google ads, last 30 daysBest Google position
OnBoard onboardmeetings.com26%25622,2009,63546,823$87,989343
Boardable boardable.com13%2053,6002356,590215
Visible visible.vc13%23301,00068,79913,05444
BoardPro boardpro.com9%179390203,0122
AppDeck appdeck.com
AppDeck Board Portal 6%
6%25200185 company
Boardly board.com
Board Intelligence 2%, BoardPaq 2%, Boardly 2%
6%81320444,4051062
BoardSpace boardspace.co4%37900145
Datarails datarails.com4%3036,60013418,964$16,697107
Carta carta.com4%225110,00024,603506,905$2,83929
Irwin getirwin.com4%7

Google's top ten for the three searches hold 15 sites; 4 of them are among the sites the models cited here (board-room.org, boardintelligence.com, clearpointstrategy.com, onboardmeetings.com). The first result for “best board reporting software” is board-room.org.

How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ShowHide
ModelDirect“What is the best board reporting software for a mid-market B2B company?”Paraphrase“Which investor reporting tool would you recommend to a mid-sized B2B company?”Comparative“What are the top board reporting tools and how do they differ?”Budget-constrained“What is the best board reporting software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a board reporting software. What should we look at?”Negative“Which board reporting tools should I avoid or be cautious about?”
Claude Haiku 4.5OnBoard
Two alternativesAprio Board Portal, Govenda
no first choiceChangedWorkiva
Five alternativesBoard Intelligence, Datarails, Diligent Boards, Nasdaq Boardvantage, OnBoard
Boardly
Three alternativesBoardCloud, Boardable, OnBoard
no first choicenothing named
GPT-5.4 miniDiligent Boards
Three alternativesBoardPaq, Boardable, Nasdaq Boardvantage
CartaChanged
One alternativePrism
Diligent Boards
Six alternativesAprio Board Portal, Board Intelligence, Boardable, Ideals Board, OnBoard, iBabs
BoardPro
Two alternativesBoardPaq, Boardable
against: Diligent Boards
no first choicenothing named
Gemini 3.5 FlashDatarails, Mosaic
Four alternativesBoard Intelligence, BoardPro, Cube, OnBoard
VisibleChanged
Four alternativesCabal, Carta, Datarails, Jirav
no first choiceBoardPro
Four alternativesBoardSpace, Boardable, I'mBoard, Zeck
against: Diligent Boards, Nasdaq Boardvantage, OnBoard
OnBoard
Six alternativesBoard Intelligence, BoardPro, Boardable, Jirav, Mosaic, Nasdaq Boardvantage
against: Diligent Boards
against: Diligent Boards, Dropbox, Google Drive, Microsoft, Microsoft Excel, Microsoft Power BI, Nasdaq Boardvantage, Slack, Tableau
Perplexity SonarOnBoard
Two alternativesBoard Intelligence, Nasdaq Boardvantage
against: BoardEffect
MaxioChanged
Three alternativesCarta, Ledgy, Nasdaq IR Insight
Board Intelligence
Five alternativesAprio Board Portal, BoardPro, Boardable, Govenda, OnBoard
Boardable
Two alternativesBoardPaq, BoardPro
against: Diligent Boards
no first choiceagainst: Dropbox, SharePoint, Teams
Grok 4.1 FastOnBoard
Three alternativesBoardEffect, Boardable, Govenda
VisibleChanged
Three alternativesIrwin, Juniper Square, Rillet
Diligent Boards, Nasdaq Boardvantage
Five alternativesAzeus Convene, Board Intelligence, Boardable, ClearPoint Strategy, OnBoard
Boardable
Three alternativesBoardPro, Google Workspace, Notion
against: Diligent Boards
no first choice
Four alternativesAzeus Convene, BoardPro, Boardable, Diligent Boards
against: BoardEffect, Diligent Boards, OnBoard, email/Dropbox
Mistral SmallGovenda, OnBoard
Two alternativesBoardable, ClearPoint Strategy
IrwinChanged
Two alternativesAllvue Systems Investor Portal, FactSet
no first choiceBoardable, OnBoardno first choiceagainst: Diligent Boards, Nasdaq Boardvantage
DeepSeek V4 FlashOnBoard
Three alternativesAprio Board Portal, Boardable, Govenda
against: Diligent Boards
VisibleChanged
One alternativeCarta
against: Juniper Square
Diligent Boards
Six alternativesAppDeck Board Portal, Board Intelligence, BoardEffect, Boardable, ClearPoint Strategy, OnBoard
BoardPro
Three alternativesBoardSpace, Boardable, Ideals Board
against: Diligent Boards, OnBoard
AppDeck Board Portal, OnBoardagainst: Boardable, Diligent Boards, Nasdaq Boardvantageagainst: Boardable, Diligent Boards, Nasdaq Boardvantage, OnBoard
Llama 4 MaverickOnBoard
One alternativeKluster
no first choiceChangedno first choiceBoardable
Two alternativesBoardPro, BoardSpace
no first choicenothing named
Qwen 3.7 FlashOnBoard
Two alternativesAppDeck Board Portal, Kluster
against: Diligent Boards
DatarailsChanged
Three alternativesHyperspace, Pulse, Vetracount
against: Carta
Diligent Boards
Four alternativesAppBoard, BoardEffect, Nasdaq Boardvantage, OnBoard
BoardSpace
Three alternativesBoardable, Boardly, Governance360
against: Diligent Boards, Onalytica
AppDeck Board Portal, Datasights
Three alternativesDiligent Boards, OnBoard, Zboard
against: Asana, Diligent Boards, Google Drive, Jira, Microsoft, Monday.com, SharePoint, Slack, Trello
Kimi K2OnBoard
Four alternativesDiligent Boards, Govenda, Nasdaq Boardvantage, Zeck
VisibleChanged
Two alternativesPulley, Rillet
against: Carta
Diligent Boards
Four alternativesBoard Intelligence, Nasdaq Boardvantage, OnBoard, Workiva
BoardPaq, BoardPro
Three alternativesBoardSpace, Boardable, I'mBoard
against: Diligent Boards
no first choiceagainst: BoardEffect, BoardPro, Diligent Boards, Dropbox, Google Drive
GLM 4.7 FlashXAppDeck Board Portal, OnBoard
Three alternativesBoard Intelligence, BoardPro, Diligent Boards
IrwinChanged
Three alternativesAllvue, Fundwave, Ledgy
no first choice
Eight alternativesAnaplan, Board, Board Intelligence, BoardPro, Boardable, Diligent Boards, Govenda, Nasdaq Boardvantage
Boardable
Four alternativesBoardPro, BoardSpace, Boardly, I'mBoard
no first choiceagainst: Azeus Convene, BoardEffect, Diligent Boards, Google Sheets, Microsoft Excel, Nasdaq Boardvantage
MiniMax M2.5OnBoard, Prophix
Two alternativesAppDeck Board Portal, Boardable
Carta, VisibleChanged
Two alternativesAltvia, Irwin
against: FactSet, Q4
no first choiceBoardSpace, Boardable
Three alternativesAppDeck Board Portal, BoardPro, OnBoard
Board Intelligence
Two alternativesBoardPro, Diligent Boards
against: Diligent Boards, Nasdaq Boardvantage
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 08:40yes178 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 08:29yes46 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-10-01 08:38yes1021 s
Direct recommendationPerplexity Sonarsonar2026-10-01 10:43yes193 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 09:20yes238 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-10-01 10:14yes105 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 09:34yes2428 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 08:57yes51 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 08:17yes938 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:13yes1627 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 09:03yes1461 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 08:34yes727 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 09:01no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 10:33yes24 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-10-01 10:49yes925 s
ParaphrasePerplexity Sonarsonar2026-10-01 09:13yes184 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 08:51yes237 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-10-01 10:17yes105 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 10:51yes2326 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 10:24yes52 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 11:16no027 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-10-01 08:36yes1922 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 10:42yes1724 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 10:30yes1644 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:05yes108 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 07:55yes79 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-10-01 10:59yes2024 s
ComparativePerplexity Sonarsonar2026-10-01 08:52yes174 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 11:30yes2012 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-10-01 07:44yes109 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 07:55yes2240 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 08:35yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 09:07yes1041 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:38yes2223 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 08:03yes2198 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 09:48yes1128 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 08:29yes99 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 09:20yes45 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-10-01 07:32yes1927 s
Budget constrainedPerplexity Sonarsonar2026-10-01 10:07yes204 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 11:05yes238 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-10-01 11:11yes52 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 09:59yes2314 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 10:15yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 10:39yes525 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-10-01 07:52yes1425 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 09:38yes21214 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 09:13yes512 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:15no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 09:57no08 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-10-01 10:26yes1224 s
Scale constrainedPerplexity Sonarsonar2026-10-01 08:15yes186 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 10:16yes158 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-10-01 09:44no06 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 08:18yes2339 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 08:23yes52 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 08:05yes1142 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-10-01 08:12yes1418 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 08:33yes1382 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 08:43yes511 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 07:53no03 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 10:58yes55 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-10-01 10:32yes1526 s
Negative framingPerplexity Sonarsonar2026-10-01 09:49yes174 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 08:46yes2417 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-10-01 07:40yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 09:25yes2435 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 10:28yes62 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 08:56yes2036 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:19yes2527 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 11:19yes2138 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 08:48yes1220 s

Noise floor in this category

Flips between the edition run and its calibration repeat. Six prompts per model is a small sample; the index-wide floor is the number to trust.

ShowHide
Claude Haiku 4.5
2 of 3 flipped
GPT-5.4 mini
3 of 4 flipped
Gemini 3.5 Flash
3 of 4 flipped
Perplexity Sonar
0 of 4 flipped
Grok 4.1 Fast
5 of 6 flipped
Mistral Small
4 of 4 flipped
DeepSeek V4 Flash
2 of 5 flipped
Llama 4 Maverick
3 of 3 flipped
Qwen 3.7 Flash
5 of 5 flipped
Kimi K2
3 of 5 flipped
GLM 4.7 FlashX
2 of 3 flipped
MiniMax M2.5
4 of 4 flipped

Normalization in this category

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

ShowHide
Category-scoped readings
AppDeck read as AppDeck Board Portal
Aprio read as Aprio Board Portal
ClearPoint read as ClearPoint Strategy
Diligent read as Diligent Boards
Diligent (Diligent One Platform) read as Diligent Boards
Excel read as Microsoft Excel
Vena Solutions read as Vena
Unresolved, counted raw
Agendalink
Allvue
Allvue Systems Investor Portal
Altvia
AppBoard
Boardable Core
Datasights
Grow
Hyperspace
Investor relations software from sourceforge.net
Nume
Onalytica
Rundit
Societ My Board View
Standard Metrics, formerly Quaestor,
Teams
Vetracount
aiiro
aiiro from lucid.now
email/Dropbox
Discontinued, still offered
No shut-down product was recommended here.
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