# Board and investor reporting for enterprise buyers: what AI models recommend, October 2026

Finance AI Recommendation Index, October 2026 Edition. Asked as "board reporting software" and as "investor reporting tool", six framings each, to fourteen models with search on, on behalf of an enterprise B2B company. Page: https://finance-ai-index.com/planning/board-and-investor-reporting/enterprise/

**Standing:** Diligent Boards leads with 30% of first choices; verdict contested. 57 first choices across the direct, paraphrase, budget and scale prompts.

## First-choice share

| # | Product | Share | Negative rate | Labels |
|---|---|---|---|---|
| 1 | Diligent Boards | 30% | 25% | 55 |
| 2 | Nasdaq Boardvantage | 12% | 11% | 46 |
| 3 | OnBoard | 5% | 18% | 34 |
| 4 | BoardPro | 5% | 10% | 10 |
| 5 | Board Intelligence | 4% | 4% | 28 |
| 6 | BoardEffect | 0% | 23% | 13 |
| 7 | Boardable | 0% | 40% | 15 |

## Each model's first choice on the direct prompt

- Claude Haiku 4.5: Diligent Boards; alternatives Azeus Convene, Nasdaq Boardvantage, OnBoard
- GPT-5.4 mini: Diligent Boards; alternatives BoardPAC, Nasdaq Boardvantage
- Gemini 3.5 Flash: Pigment, Planful; alternatives Anaplan, Board Intelligence, Diligent Boards, Mosaic
- Perplexity Sonar: Nasdaq Boardvantage; alternatives Board Intelligence, Diligent Boards
- Grok 4.1 Fast: Diligent Boards; alternatives Board Intelligence, Nasdaq Boardvantage, OnBoard
- Mistral Small: Diligent Boards; alternatives Board Intelligence, Nasdaq Boardvantage
- DeepSeek V4 Flash: Diligent Boards; alternatives Board Intelligence, Nasdaq Boardvantage
- Llama 4 Maverick: no first choice
- Qwen 3.7 Flash: Diligent Boards, Nasdaq Boardvantage; alternatives Boardable, ClearPoint Strategy, OnBoard, Vena
- Kimi K2: Diligent Boards, Nasdaq Boardvantage; alternatives Board Intelligence, OnBoard
- GLM 4.7 FlashX: Diligent Boards; alternatives Board Intelligence, Nasdaq Boardvantage, OnBoard
- MiniMax M2.5: Diligent Boards; alternatives Board Intelligence, Nasdaq Boardvantage
- GPT-6 Luna: Board Intelligence; alternatives Diligent Boards, Nasdaq Boardvantage
- Muse Glimmer 30B: Diligent Boards, Diligent One Platform; alternatives Board Intelligence, ClearPoint Strategy, Nasdaq Boardvantage

## Sources the answers cite

76 of 84 answers came back with a source list, from 14 of 14 models. Sites named in the most answers:

- boardintelligence.com: 43 answers, 107 citations
- fast.io: 42 answers, 75 citations
- zipdo.co: 34 answers, 43 citations
- worldmetrics.org: 30 answers, 51 citations
- guideflow.com: 29 answers, 30 citations
- us.fitgap.com: 28 answers, 33 citations
- g2.com: 27 answers, 45 citations
- gitnux.org: 26 answers, 35 citations

Pages named in the most answers:

- https://fast.io/resources/board-reporting-software (32 answers)
- https://boardintelligence.com/blog/what-is-the-best-board-management-software-for-large-organizations (30 answers)
- https://guideflow.com/blog/board-management-software (28 answers)
- https://zipdo.co/best/board-report-software (25 answers)
- https://learn.g2.com/best-board-management-software (23 answers)
- https://us.fitgap.com/search/reporting-software/board (22 answers)
- https://boardintelligence.com/blog/what-are-the-top-board-management-software-platforms-for-2025 (20 answers)
- https://fast.io/resources/board-portal-comparison (19 answers)
- https://appdeck.com/blog/board-reporting-software-comparison (17 answers)
- https://clearpointstrategy.com/blog/board-reporting-software (17 answers)

## Warned against

- Diligent Boards: 14 of 55 labels negative. "Avoid per-user / per-director CPM / board portals such as Diligent Boards and Board International where cost scales" (Muse Glimmer 30B, budget prompt)
- SharePoint: 7 of 7 labels negative. "Email, Dropbox, Google Drive, SharePoint for board materials — These lack the encryption, granular permissions, audit trails, and compliance controls" (Kimi K2, negative prompt)
- Dropbox: 5 of 5 labels negative. "Email, Dropbox, Google Drive, SharePoint for board materials — These lack the encryption, granular permissions, audit trails, and compliance controls that boards require." (Kimi K2, negative prompt)
- Google Drive: 4 of 4 labels negative. "Email, Dropbox, Google Drive, SharePoint for board materials — These lack the encryption, granular permissions, audit trails, and compliance controls" (Kimi K2, negative prompt)

## Movement since September 2026

Floor: 10 points of share, measured on the calibration repeat.
New leader: Nasdaq Boardvantage (20%) to Diligent Boards (33%). Margin 22 points, beyond the floor.

- Diligent Boards: 18% to 33%, +15. Cleared the floor by 5 points · rank 2 → 1 of 95.
- Nasdaq Boardvantage: 20% to 11%, −9. Inside the floor by 1 point · rank 1 → 2 of 95.
- Workiva: 13% to 7%, −7. Inside the floor by 3 points · rank 3 → 4 of 95.
- OnBoard: 7% to 2%, −4. Inside the floor by 6 points · rank 5 → 9 of 95.
- Board Intelligence: 0% to 2%, +2. Inside the floor by 8 points · rank 17 → 8 of 95.
- Aprio Board Portal: 4% to 4%, ±0. Inside the floor by 10 points · rank 7 of 95, unchanged.
- Azeus Convene: 0% to 0%, ±0. Inside the floor by 10 points · rank 18 → 21 of 95.
- BoardEffect: 0% to 0%, ±0. Inside the floor by 10 points · rank 20 → 24 of 95.
- Boardable: 0% to 0%, ±0. Inside the floor by 10 points · rank 78 → 73 of 95.

## Record

- Method: https://finance-ai-index.com/methodology/
- Raw judge labels and full responses: https://finance-ai-index.com/data/
- License: CC BY 4.0. Cite as Finance AI Recommendation Index, October 2026 Edition, finance-ai-index.com.