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Finance AI Index
Index › Products › Microsoft Excel · October 2026 Edition
11 categories · Ranked

Microsoft Excel

157Judge labels
18First choices
109Negative labels
14 / 14Models named it
11Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
14% in Financial modeling for mid-market buyers
Rank 1 of 77 in the mid-market standingaccepted challenger
0 of 14 models made it the first choice on the direct prompt; 24% of its 17 labels there were negative.
What the models named instead of Microsoft Excel →
By buyer segmentStrongest at mid-market.
In financial modeling · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Microsoft Excel for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Financial modeling and scenario planningPlanning and analysis14%1 of 7724%17accepted challenger▲+2Since September 2026: 11% → 12%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Cash flow forecastingTreasury and cash2%24 of 10171%7under 10 labels · led by Agicap at 13%▲+2Since September 2026: 0% → 2%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial consolidationAccounting and close0%100 of 10267%6under 10 labels · led by Prophix at 24%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Account reconciliationAccounting and close0%82 of 82100%5under 10 labels · led by FloQast at 33%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Entity managementEquity and corporate0%81 of 81100%5under 10 labels · led by Athennian at 41%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Internal controls and SOXTax and compliance0%90 of 9080%5under 10 labels · led by FloQast at 25%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial reporting and dashboardsPlanning and analysis0%102 of 10575%4under 10 labels · led by Sage Intacct at 33%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Board and investor reportingPlanning and analysis0%96 of 99100%2under 10 labels · led by OnBoard at 26%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Corporate tax provisionTax and compliance0%100 of 102100%2under 10 labels · led by Thomson Reuters ONESOURCE Tax Provision at 21%▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Accounting softwareAccounting and close0%48 of 55100%1under 10 labels · led by Sage Intacct at 44%newNew since September 2026: not ranked then, 0% now.
Lease accountingAccounting and close0%69 of 71100%1under 10 labels · led by FinQuery at 29%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.

Movement

Since September 2026, Microsoft Excel held within the floor in all eleven categories: no change cleared 10 points.

Best category · Financial modeling · by segment

Small business▲+6Since September 2026: 6% → 12%, +6 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
12%from 6% in September 2026
Inside the floor by 4 pointsRank 10 → 4 of 103
Mid-market▲+2Since September 2026: 11% → 12%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
12%from 11% in September 2026
Inside the floor by 8 pointsRank 4 → 3 of 75
Enterprise=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 0% in September 2026
Inside the floor by 10 pointsRank 90 → 108 of 111

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Corporate tax provision2%0%▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 10 → 100 of 102
Cash flow forecasting0%2%▲+2Since September 2026: 0% → 2%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 82 → 24 of 101
Financial modeling11%12%▲+2Since September 2026: 11% → 12%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 4 → 1 of 77
Financial consolidation0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 92 → 100 of 102
Account reconciliation0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 70 → 82 of 82
Entity management0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 83 → 81 of 81
Internal controls0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 70 → 90 of 90
Financial reporting0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 131 → 102 of 105
Board0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 87 → 96 of 99
Accounting software0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 48 of 55, unchanged
Lease accounting0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 59 → 69 of 71

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated Microsoft Excel across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.502002
GPT-5.4 mini10001
Gemini 3.5 Flash111912
Perplexity Sonar10045
Grok 4.1 Fast10056
Mistral Small10146
DeepSeek V4 Flash00000
Llama 4 Maverick00000
Qwen 3.7 Flash10078
Kimi K210012
GLM 4.7 FlashX20024
MiniMax M2.501113
GPT-6 Luna10113
Muse Glimmer 30B10023

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct5 labels1
Paraphrase2 labelsNone
Comparative7 labels2not counted in share
Budget-constrained39 labels17
Scale-constrained4 labelsNone
Negative100 labelsNone
First choiceAlternativeMentionNegative157 labels in all, every segment counted; 18 of the 20 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“If you want to project a company's budget/revenue, use Excel for flexibility, or Cube to automate it.” Gemini 3.5 Flash · Financial modeling · comparative prompt · first choice
“If your company already pays for Microsoft 365, use Excel instead rather than buying another tool.” GPT-6 Luna · Financial modeling · budget prompt · first choice
“the best choice is usually Microsoft Excel if you need maximum flexibility at the lowest cost” Perplexity Sonar · Financial modeling · budget prompt · first choice
“If you're on a tight budget, start with free tools (Excel, Wave, Cash Flow Frog, or Lunos).” GLM 4.7 FlashX · Cash flow forecasting · budget prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“Excel-based financial reporting "opens a company to a wide range of risks from data integrity issues, security vulnerabilities and version-control problems."→avoid spreadsheets as a system of record” Muse Glimmer 30B · Financial reporting · negative prompt · hard negative
“Spreadsheets like Excel or Google Sheets: they are widely used, but they are prone to manual data-entry errors, formula mistakes, and stale data, which makes them risky” Perplexity Sonar · Cash flow forecasting · negative prompt · hard negative
“Avoid using shared Excel files where multiple users have "Edit" access simultaneously. This overwrites audit trails and allows unauthorized changes.” Qwen 3.7 Flash · Internal controls · negative prompt · hard negative
“many experts recommend phasing it out of primary reconciliation workflows due to its complexity, lack of scalability, and high risk of errors” Mistral Small · Account reconciliation · negative prompt · hard negative

Named alongside

The products named in the same answers as Microsoft Excel, over the 157 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Microsoft Excel was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Anaplan19 of 1573Not among the top eight
Fathom19 of 1573Not among the top eight
Cube18 of 1570Compare →
Float17 of 1574Not among the top eight
Finmark17 of 1571Not among the top eight
Jirav15 of 1573Not among the top eight
Microsoft Power BI15 of 1570Not among the top eight
Xero13 of 1574Not among the top eight
Tableau13 of 1570Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Microsoft Excel. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 137 of the 157 answers that named Microsoft Excel and are not a share of its labels.

Search and answers

Where Microsoft Excel stands in Google search beside where it stands in the models' answers.
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In search

Google, US estimates
Position for “modeling tools”
–
not in the top ten
Position for “financial modeling software”
–
not in the top ten
Searches for its name, Google
135,000 a month (“microsoft excel”)
AI search demand for its name, est.
4,387 a month
Organic visits to its site
about 145,358,109 a month
Searches its site ranks for
2,421,769 · 793,520 in the top three
Sites linking to it
2,904,433
Paid Google search
56 searches its ads show for, about 705 clicks and $12,455 a month (estimate)
Ads on GoogleDetailLess
103+ ads · 93 text, 8 video, 2 image · 103 shown in the last 30 days

First shown August 2022, as Microsoft Corporation, verified. Ads started 2025-10 to 2026-09: 26 in the year, 77 before. 17 more by other advertisers linking to it.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
14%
rank 1 of 77 in financial modeling
First choices
18
across its categories
Named in
157 answers
Its own site cited
in 137 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

ShowHide
Addresses on microsoft.com
10,448
subdomains included
Content
146
counted in the table below
Documentation
10
Product · Integration
1,142 · 20
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Glossary or explainer44undated
Comparison30undated
News or press27102026-09-28
Blog2542026-09-24
Case study12undated
Conference or event5undated
Template or tool2undated
Report or ebook102025-12-02
How it is countedHide how it is counted

Every page microsoft.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Names read as Microsoft Excel

What the judge wrote, as written, with how often. The vendor table decides that these count as Microsoft Excel; a claim can dispute any of them.
Excel 30Excel + Power BI/Office 365 1Excel/Google Sheets Templates 1Excel/spreadsheets 1

Follow Microsoft Excel

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

Microsoft Excel is its own company.
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In its own words

Stated by the vendor, not checked
Customers named
LenovoVIVIDG&J Pepsi-Cola BottlersVirgin MoneyE.ONMilpark Education
Not stated on the pages read
Positioning, who it is for, price, starting price, free plan or trial, integrations, certifications, hosting

What Microsoft Excel's own pages state, read September 28, 2026: microsoft.com, microsoft.com/cs-cz/dynamics-365/pricing-overview, trust.microsoft.com, microsoft.com/cs-cz/dynamics-365/solutions/ai, microsoft.com/cs-cz/isv/marketplace. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Microsoft Excel's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Microsoft Excel, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for Microsoft Excel by email, built from the raw record of the edition. It shows:

  • where Microsoft Excel is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name Microsoft Excel, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at microsoft.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.

Badges

Wins only: a badge exists where Microsoft Excel is ranked in a category's top three this edition. Three sizes, one file each, light and dark; the code is under each.
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AI models recommend Microsoft Excel first in Financial modeling and scenario planning this edition. Each badge says so in the buyer's words, names the edition, and links to the standing. The next edition issues a new badge; this one stays true as a record of October 2026.

Wide · 320 × 104 Website, beside other badges
AI models' first choice in Financial modeling and scenario planning, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/financial-modeling-and-scenario-planning/"><img src="https://finance-ai-index.com/badges/2026-10/microsoft-excel--financial-modeling-and-scenario-planning-wide.svg" alt="AI models' first choice in Financial modeling and scenario planning, October 2026 Edition, Finance AI Recommendation Index" width="320" height="104"></a>

Copy the code as it is. The link is part of the badge: it points at the Financial modeling and scenario planning standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
AI models' first choice in Financial modeling and scenario planning, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/financial-modeling-and-scenario-planning/"><img src="https://finance-ai-index.com/badges/2026-10/microsoft-excel--financial-modeling-and-scenario-planning-square.svg" alt="AI models' first choice in Financial modeling and scenario planning, October 2026 Edition, Finance AI Recommendation Index" width="240" height="240"></a>

Copy the code as it is. The link is part of the badge: it points at the Financial modeling and scenario planning standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
AI models' first choice in Financial modeling and scenario planning, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/financial-modeling-and-scenario-planning/"><img src="https://finance-ai-index.com/badges/2026-10/microsoft-excel--financial-modeling-and-scenario-planning-compact.svg" alt="AI models' first choice in Financial modeling and scenario planning, October 2026 Edition, Finance AI Recommendation Index" width="200" height="56"></a>

Copy the code as it is. The link is part of the badge: it points at the Financial modeling and scenario planning standing, where the claim can be checked.

Badges read on light and dark pages. Alt text carries the claim, the category, the edition and the index, so it stays a citation where the image does not load.