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September 2026 Edition, published September 17, 2026 · The permanent record of that edition, superseded since.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

FP&A platforms

Asked as “FP&A software”, and as “financial planning and analysis platform”, 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
20%
Contested · Fathom 15%
20Planful15Fathom13Vena52others

20% 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
01Planful20%18%60accepted challenger
02Fathom15%8%13accepted challenger
03Vena13%20%60accepted challenger
04Cube7%16%51accepted challenger
05Abacum7%6%16accepted challenger
06Drivetrain6%0%15accepted challenger
07Centage4%6%16accepted challenger
08Clockwork4%0%10accepted challenger
09Pigment4%31%35criticized challenger
10Workday Adaptive Planning4%39%41criticized challenger
11Aleph2%0%16accepted challenger
12LiveFlow2%0%14accepted challenger
13Datarails2%26%39criticized challenger
Show the five products at 0%, ordered by negative rate
18Anaplan0%49%53criticized challenger
17OneStream0%41%22criticized challenger
15Jirav0%20%20accepted challenger
16Board0%20%10accepted challenger
14Prophix0%8%26accepted 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 twenty-eight head-to-head pages: the top eight 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 →
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05
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07
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09
10
11
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Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Planful20%
02Fathom15%
03Vena13%
04Cube7%
05Abacum7%
06Drivetrain6%
07Centage4%
08Clockwork4%
09Pigment4%
10Workday Adaptive Planning4%
11Aleph2%
12LiveFlow2%
13Datarails2%
14Prophix0%
15Jirav0%
16Board0%
17OneStream0%
18Anaplan0%

What they warned about

Two of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.1 Fast, Mistral Small, DeepSeek V4 Flash, 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.
Anaplan
49%
26 of 53 labels negative · 13 of 12 models · 10 hard negative
“Avoid enterprise heavy platforms like Anaplan/OneStream/IBM Planning Analytics unless you have a dedicated model builder and >12-month implementation runway.” Muse Glimmer 30B, negative prompt
Workday Adaptive Planning
39%
16 of 41 labels negative · 12 of 12 models · 6 hard negative
“Avoid legacy enterprise solutions (like Workday Adaptive Planning or Oracle Cloud EPM) unless you have a dedicated system administrator.” Gemini 3.5 Flash, paraphrase prompt
Pigment
31%
11 of 35 labels negative · 11 of 12 models · 5 hard negative
“targeted at mid-market to enterprise users and may be overkill for smaller organizations” Mistral Small, negative prompt
Planful
18%
11 of 60 labels negative · 10 of 12 models · 4 hard negative
“Another enterprise-grade solution that may be unnecessarily complex and expensive for smaller teams.” Mistral Small, 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

76 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. 1071 links across 196 sites, every framing counted. Ranked by the number of answers carrying the site or page.

38 answers · 58 citations · 12 models
vendor site · G235 answers · 61 citations · 14 models
vendor site · Drivetrain35 answers · 58 citations · 12 models
vendor site · Cubesoftware33 answers · 45 citations · 9 models
vendor site · G233 answers · 34 citations · 12 models
vendor site · Centage28 answers · 40 citations · 10 models
28 answers · 40 citations · 11 models
vendor site · Datarails26 answers · 32 citations · 12 models
25 answers · 29 citations · 11 models
vendor site · Prophix25 answers · 29 citations · 10 models
vendor site · Board19 answers · 22 citations · 11 models
vendor site · Cledara19 answers · 19 citations · 9 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 fp&a software”, “fp&a platforms”, “fp&a software”. 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
Planful planful.com20%3413,600685,72658,997$137120
Fathom fathomhq.com15%20490,5006,65774,88138
Vena venasolutions.com13%34412,1003,92862,294$13,79258
Cube cubesoftware.com7%34990,500152,613168,764131
Abacum abacum.ai7%731,3001879,014$26167
Drivetrain drivetrain.ai6%10318,1002,8188,983$1341
Centage centage.com4%361,000111,69265
Clockwork clockwork.ai4%5527,1007,1784634
Pigment pigment.com4%16549,50025,64512,24822
Workday workday.com
Workday Adaptive Planning 4%
4%4071,220,00023,8482,213,450 company80

Google's top ten for the three searches hold 20 sites; 6 of them are among the sites the models cited here (centage.com, cubesoftware.com, g2.com, getaleph.com, golimelight.com, prophix.com). The first result for “best fp&a software” is irisfinance.co.

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 FP&A software for a mid-market B2B company?”Paraphrase“Which financial planning and analysis platform would you recommend to a mid-sized B2B company?”Comparative“What are the top FP&A platforms and how do they differ?”Budget-constrained“What is the best FP&A software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a FP&A software. What should we look at?”Negative“Which FP&A platforms should I avoid or be cautious about?”
Claude Haiku 4.5Aleph, Cube
Three alternativesPigment, Prophix, Workday Adaptive Planning
PlanfulChanged
Three alternativesCentage, Prophix, Vena
Aleph, Workday Adaptive Planning
Nine alternativesAnaplan, Centage, Cube, Datarails, OneStream, Pigment, Planful, Prophix, Runway
no first choice
Five alternativesCausal, Excel, Fathom, Jirav, PlanGuru
no first choiceagainst: Board, Oracle Essbase, Oracle NetSuite, Pigment, Planful, Workday Adaptive Planning
GPT-5.4 miniPlanful
Two alternativesPigment, Vena
against: Anaplan
PlanfulHeld
Two alternativesAnaplan, Vena
no first choiceagainst: Oracle Fusion Cloud EPM, SAP Analytics CloudFathom, LiveFlow
Three alternativesCoefficient, Cube, Joiin
against: Anaplan, Datarails, OneStream, Planful, Vena, Workday Adaptive Planning
no first choiceagainst: Anaplan, Fathom, Pigment, Planful, Vena
Gemini 3.5 FlashVena
Five alternativesAleph, Bob Finance, Cube, Pigment, Planful
Cube, PigmentChanged
Four alternativesAleph, Bob Finance, Planful, Vena
against: Anaplan, Oracle Fusion Cloud EPM, Workday Adaptive Planning
no first choice
Eight alternativesBob Finance, Cube, Datarails, OneStream, Pigment, Planful, Vena, Workday Adaptive Planning
against: Anaplan
Fathom, G-Accon
Five alternativesAdlega, Clockwork, Cube, Jirav, LiveFlow
against: Anaplan, Causal, Finmark, Pry, Workday Adaptive Planning
no first choiceagainst: Oracle Hyperion, SAP BPCagainst: Anaplan, Cube, Datarails, NetSuite Planning and Budgeting - NSPB, Planful, Vena, Workday Adaptive Planning
Perplexity SonarAbacum, Planful
Two alternativesVena, Workday Adaptive Planning
VenaChanged
One alternativePlanful
Anaplan
Nine alternativesBoard, Cube, Datarails, IBM Planning Analytics, OneStream, Planful, Prophix, Vena, Workday Adaptive Planning
Cube
Two alternativesFathom, Finmark
against: QuickBooks Online
no first choiceagainst: Anaplan, OneStream, Oracle Essbase, Pigment, Planful
Grok 4.1 FastVena
Four alternativesCentage, Cube, Datarails, Planful
PlanfulChanged
Two alternativesCentage, Prophix
no first choiceFathom
Three alternativesClockwork, Google Sheets or Microsoft Excel, Reach Reporting
against: Cube, Datarails, Jirav
no first choiceagainst: Oracle, SAPagainst: Anaplan, Datarails, OneStream, Pigment, Planful, Vena, Workday Adaptive Planning
Mistral SmallCentage
Five alternativesAbacum, Drivetrain, Planful, Prophix, Vena
Abacum, DrivetrainChanged
Two alternativesDatarails, Planful
Workday Adaptive Planning
Two alternativesAnaplan, Pigment
Clockwork, Fathom
Two alternativesLiveFlow, Reach Reporting
Workday Adaptive Planning
Six alternativesAnaplan, Cube, Planful, Prophix, SAP Analytics Cloud, Vena
against: Oracle Hyperion
against: Anaplan, Pigment, Planful, Workday Adaptive Planning
DeepSeek V4 FlashDatarails, Drivetrain
Five alternativesCube, Jirav, Planful, Prophix, Workday Adaptive Planning
PlanfulChanged
Four alternativesAbacum, Cube, Jirav, Prophix
no first choice
Fourteen alternativesAbacum, Anaplan, Board, Centage, Cube, Datarails, Drivetrain, Jirav, OneStream, Pigment, Planful, SAP Analytics Cloud Planning, Vena, Workday Adaptive Planning
PlanGuru
Three alternativesClockwork, IBM Planning Analytics, LiveFlow
against: Anaplan, Centage, Cube, Pigment, Vena
Workday Adaptive Planning
Five alternativesCentage, Limelight, Planful, Prophix, Vena
against: Anaplan, Board, OneStream
against: Anaplan, Cube, Datarails, Jirav, OneStream, Vena, Workday Adaptive Planning
Llama 4 Maverickno first choiceno first choiceHeldno first choiceno first choiceno first choiceagainst: Anaplan, Pigment, Planful, Vena, Workday Adaptive Planning
Qwen 3.7 FlashVena
Three alternativesAleph, Cube, Planful
PlanfulChanged
Two alternativesPulse, Vena
against: NetSuite SuitePlanning, Workday Adaptive Planning
Anaplan, OneStream
Three alternativesOracle Fusion Cloud EPM, Vena, Workday Adaptive Planning
Cheddar
Three alternativesFloat, Kretio, LivePlan
against: Anaplan, Cube, Datarails, Vena
no first choiceagainst: Anaplan, Oracle Hyperion, SAP BPCagainst: Abacum, Anaplan, Cube, Jirav, Mosaic, Pigment, Workday Adaptive Planning
Kimi K2Cube
Five alternativesAleph, Datarails, Drivetrain, Jirav, Vena
against: Mosaic
VenaChanged
Two alternativesCentage, Cube
against: Anaplan, OneStream
no first choice
Ten alternativesAnaplan, Cube, Datarails, OneStream, Oracle Fusion Cloud EPM, Pigment, Planful, Prophix, Vena, Workday Adaptive Planning
Fathom, Finmark, Syft Analytics
One alternativeJirav
against: Excel/Google Sheets
Centage, Vena
Two alternativesPlanful, Prophix
against: Anaplan, Workday Adaptive Planning
against: Anaplan, Cube, Datarails, Jirav, Oracle Hyperion, Pigment, Prophix, SAP BPC, Vena, Workday Adaptive Planning
GLM 4.7 FlashXAbacum, Drivetrain
Two alternativesCube, Vena
PlanfulChanged
Three alternativesCube, Datarails, Vena
no first choiceFathom
Four alternativesBudgyt, Cube, LiveFlow, PlanGuru
against: Anaplan
no first choiceagainst: Anaplan, OneStream, Pigment, Planful, Prophix, Vena, Workday Adaptive Planning
MiniMax M2.5Vena
Two alternativesDrivetrain, Parse
PlanfulChanged
Three alternativesAnaplan, Prophix, Vena
Workday Adaptive Planning
Five alternativesAnaplan, Centage, Cube, Planful, Vena
Fathom, Finmark
Five alternativesExcel or Google Sheets, Jirav, LiveFlow, PivotXL, PlanGuru
against: Cube
no first choiceagainst: Anaplan, Pigment, Planful, Vena, Workday Adaptive Planning
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 09:47yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 10:47yes25 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-10-01 09:43yes1320 s
Direct recommendationPerplexity Sonarsonar2026-10-01 08:41yes205 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 09:26yes2350 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-10-01 09:31yes56 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 09:04yes2025 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 09:37yes52 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 10:50yes945 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:55yes1521 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 10:58yes2427 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 08:00yes511 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 09:10yes179 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 09:38yes44 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-10-01 09:18yes1630 s
ParaphrasePerplexity Sonarsonar2026-10-01 10:36yes172 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 11:07yes2110 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-10-01 09:14yes54 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 10:08yes2328 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 10:58yes52 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 07:30no027 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-10-01 07:32yes1821 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 08:01yes1519 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 11:09yes1016 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 09:52yes1512 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 09:23yes68 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-10-01 09:45yes820 s
ComparativePerplexity Sonarsonar2026-10-01 09:45yes1910 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 07:30yes238 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-10-01 07:48yes108 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 09:42yes2331 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 09:32yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 10:49no029 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:47yes2330 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 09:38yes2334 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 09:37yes2456 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 08:24yes96 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 08:43yes35 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-10-01 07:39yes2230 s
Budget constrainedPerplexity Sonarsonar2026-10-01 09:16yes235 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 09:48yes2116 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-10-01 10:40yes53 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 09:57yes2121 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 10:04yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 10:32no038 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-10-01 11:21yes1519 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 07:55yes2344 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 07:31yes2533 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:30no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 08:27no07 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-10-01 11:10no015 s
Scale constrainedPerplexity Sonarsonar2026-10-01 10:15yes205 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 09:55yes148 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-10-01 09:53no08 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 08:38yes2337 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 07:32yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 07:51no028 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-10-01 10:27yes1421 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 09:52yes2093 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 10:02yes521 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-10-01 10:24yes189 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-10-01 09:11yes46 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-10-01 08:29yes1733 s
Negative framingPerplexity Sonarsonar2026-10-01 09:53yes205 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-10-01 11:27yes219 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-10-01 08:19yes54 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-10-01 07:43yes2569 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-10-01 10:55yes51 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-10-01 10:19yes1027 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-10-01 11:01yes2442 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-10-01 09:11yes2460 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-10-01 09:43yes1017 s

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
Adaptive Insights read as Workday Adaptive Planning
Clockwork.ai read as Clockwork
Oracle Cloud EPM Planning read as Oracle Fusion Cloud EPM
Oracle EPM Cloud read as Oracle Fusion Cloud EPM
Prophix One read as Prophix
Vena Solutions read as Vena
Unresolved, counted raw
Cheddar
FinanceOS
Google Sheets or Microsoft Excel
Kretio
NetSuite Planning and Budgeting - NSPB
NetSuite SuitePlanning
Parse
Plika
QOBRA
Retriever
Syntellis
Zohos Analytics
Discontinued, still offered
No shut-down product was recommended here.
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