# Financial modeling and scenario planning for enterprise buyers: what AI models recommend, October 2026

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

**Standing:** Anaplan leads with 57% of first choices; verdict clear leader. 51 first choices across the direct, paraphrase, budget and scale prompts.

## First-choice share

| # | Product | Share | Negative rate | Labels |
|---|---|---|---|---|
| 1 | Anaplan | 57% | 10% | 49 |
| 2 | Workday Adaptive Planning | 16% | 5% | 41 |
| 3 | Pigment | 8% | 16% | 19 |
| 4 | Oracle Fusion Cloud EPM | 4% | 19% | 16 |
| 5 | Cube | 4% | 10% | 10 |
| 6 | OneStream | 2% | 7% | 14 |
| 7 | Planful | 0% | 12% | 17 |
| 8 | Erwin Data Modeler | 0% | 27% | 11 |
| 9 | Vena | 0% | 22% | 18 |
| 10 | ER/Studio | 0% | 25% | 12 |
| 11 | SAP PowerDesigner | 0% | 18% | 11 |
| 12 | Lucidchart | 0% | 100% | 12 |

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

- Claude Haiku 4.5: Anaplan; alternatives Planful, SAP Analytics Cloud, Workday Adaptive Planning, Workday Financials
- GPT-5.4 mini: Anaplan; alternatives Oracle Fusion Cloud EPM, Workday Adaptive Planning
- Gemini 3.5 Flash: Pigment; alternatives Abacum, Aleph, Runway, Vena
- Perplexity Sonar: Anaplan; alternatives Oracle Fusion Cloud EPM, Workday Adaptive Planning
- Grok 4.1 Fast: Anaplan, Pigment; alternatives OneStream, Oracle Cloud EPM Planning, Workday Adaptive Planning
- Mistral Small: Anaplan, Workday Adaptive Planning; alternatives Jedox, Planful
- DeepSeek V4 Flash: Workday Adaptive Planning; alternatives Anaplan, Drivetrain, Mosaic, Planful
- Llama 4 Maverick: Anaplan; alternatives Drivetrain, Jedox, Planful
- Qwen 3.7 Flash: Anaplan; alternatives Cube, Oracle Fusion Cloud EPM, Vena, Workday Adaptive Planning
- Kimi K2: Anaplan; alternatives Pigment, Planful, Workday Adaptive Planning
- GLM 4.7 FlashX: Anaplan, Workday Adaptive Planning; alternatives Board, Oracle NetSuite, Prophix
- MiniMax M2.5: Drivetrain; alternatives Anaplan, Oracle Cloud EPM Planning, Pigment, Workday Adaptive Planning
- GPT-6 Luna: Anaplan; alternatives Oracle Fusion Cloud EPM, Pigment, Workday Adaptive Planning
- Muse Glimmer 30B: Anaplan; alternatives Drivetrain, Oracle Cloud Enterprise Performance Management EPM Planning, Pigment, Workday Adaptive Planning

## Sources the answers cite

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

- drivetrain.ai: 26 answers, 37 citations
- datarails.com: 23 answers, 27 citations
- guideflow.com: 20 answers, 24 citations
- smartdatacollective.com: 17 answers, 17 citations
- erstudio.com: 16 answers, 23 citations
- cubesoftware.com: 15 answers, 17 citations
- farseer.com: 14 answers, 15 citations
- abacum.ai: 14 answers, 14 citations

Pages named in the most answers:

- https://datarails.com/best-financial-modeling-software (20 answers)
- https://drivetrain.ai/solutions/financial-modeling-software (18 answers)
- https://smartdatacollective.com/data-modeling-tools (17 answers)
- https://barchart.com/story/news/3006151/best-fpa-software-for-financial-modeling-in-2026-top-10-tools-with-pricing (14 answers)
- https://erstudio.com/blog/best-data-modeling-tools (12 answers)
- https://skyvia.com/blog/top-data-modeling-tools (12 answers)
- https://guideflow.com/blog/scenario-planning-software (10 answers)
- https://hebbia.com/resources/best-financial-modeling-software (10 answers)
- https://planisware.com/resources/selecting-tool/10-proven-scenario-planning-tools-strategic-decision-makers-2026 (10 answers)
- https://productive.io/blog/financial-modeling-software (10 answers)

## Warned against

- Lucidchart: 12 of 12 labels negative. "enterprises should be cautious about:
* Using Lucidchart, Visio, PowerPoint and similar visual diagramming products as the system of record" (Muse Glimmer 30B, negative prompt)
- draw.io: 8 of 8 labels negative. "Static, general-purpose diagramming tools (e.g., Microsoft Visio, Lucidchart, draw.io) for production database design." (Gemini 3.5 Flash, negative prompt)
- Visio: 7 of 7 labels negative. "Static, general-purpose diagramming tools (e.g., Microsoft Visio, Lucidchart, draw.io) for production database design.... are disastrous for formal enterprise data modeling" (Gemini 3.5 Flash, negative prompt)
- Microsoft Excel: 5 of 7 labels negative. "Tools/Categories to Avoid Entirely ... Microsoft Excel (or Google Sheets) for complex financial/forecasting modeling" (Grok 4.1 Fast, negative prompt)

## Movement since September 2026

Floor: 10 points of share, measured on the calibration repeat.
Same leader: Anaplan at 56%.

- Workday Adaptive Planning: 3% to 18%, +15. Cleared the floor by 5 points · rank 4 → 2 of 111.
- Limelight: 18% to 4%, −14. Cleared the floor by 4 points · rank 2 → 5 of 111.
- Pigment: 5% to 9%, +4. Inside the floor by 6 points · rank 3 of 111, unchanged.
- Oracle Fusion Cloud EPM: 0% to 2%, +2. Inside the floor by 8 points · rank 14 → 7 of 111.
- Cube: 3% to 4%, +2. Inside the floor by 8 points · rank 5 → 4 of 111.
- Anaplan: 56% to 56%, −1. Inside the floor by 9 points · rank 1 of 111, unchanged.
- OneStream: 3% to 2%, ±0. Inside the floor by 10 points · rank 11 → 6 of 111.
- Planful: 0% to 0%, ±0. Inside the floor by 10 points · rank 13 → 10 of 111.
- Erwin Data Modeler: 0% to 0%, ±0. Inside the floor by 10 points · rank 23 → 11 of 111.
- ER/Studio: 0% to 0%, ±0. Inside the floor by 10 points · rank 81 → 12 of 111.
- Vena: 0% to 0%, ±0. Inside the floor by 10 points · rank 12 → 13 of 111.
- Lucidchart: 0% to 0%, ±0. Inside the floor by 10 points · rank 83 → 111 of 111.

## 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.