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Finance AI Index
Index › Products › Planful · October 2026 Edition
8 categories · Ranked

Planful

371Judge labels
43First choices
69Negative labels
14 / 14Models named it
8Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
22% in Corporate performance ma for mid-market buyers
Rank 1 of 99 in the mid-market standingaccepted challenger
9 of 14 models made it the first choice on the direct prompt; 2% of its 41 labels there were negative.
What the models named instead of Planful →
By buyer segmentStrongest at mid-market.
In corporate performance ma · 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 Planful 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
Corporate performance managementPlanning and analysis22%1 of 992%41accepted challenger▼−7Since September 2026: 29% → 21%, −7 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
FP&A platformsPlanning and analysis20%1 of 7418%60accepted challenger▲+8Since September 2026: 10% → 19%, +8 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial consolidationAccounting and close13%3 of 1026%32accepted challenger▼−4Since September 2026: 16% → 13%, −4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial modeling and scenario planningPlanning and analysis3%9 of 7711%19accepted challenger▼−3Since September 2026: 4% → 2%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial close managementAccounting and close2%8 of 8511%9under 10 labels · led by FloQast at 55%▲+2Since September 2026: 0% → 2%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Financial reporting and dashboardsPlanning and analysis0%20 of 1050%12accepted challenger=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
Cash flow forecastingTreasury and cash0%31 of 10120%10accepted challenger=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%35 of 990%2under 10 labels · led by OnBoard at 26%goneNot named this edition; 0% in September 2026.

Movement

Since September 2026, Planful held within the floor in all eight categories: no change cleared 10 points.

Best category · Corporate performance ma · by segment

Small business=heldSince September 2026: 2% → 2%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
2%from 2% in September 2026
Inside the floor by 10 pointsRank 9 → 11 of 101
Mid-market▼−7Since September 2026: 29% → 21%, −7 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
21%from 29% in September 2026
Inside the floor by 3 pointsRank 1 of 91, unchanged
Enterprise▼−2Since September 2026: 2% → 0%, −2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
0%from 2% in September 2026
Inside the floor by 8 pointsRank 8 → 17 of 69

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
FP&A platforms10%19%▲+8Since September 2026: 10% → 19%, +8 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 4 → 1 of 74
Corporate performance ma29%21%▼−7Since September 2026: 29% → 21%, −7 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 1 of 99, unchanged
Financial consolidation16%13%▼−4Since September 2026: 16% → 13%, −4 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 4 → 3 of 102
Financial modeling4%2%▼−3Since September 2026: 4% → 2%, −3 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 6 → 9 of 77
Financial close manageme0%2%▲+2Since September 2026: 0% → 2%, +2 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 9 → 8 of 85
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 23 → 20 of 105
Cash flow forecasting0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 27 → 31 of 101
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 24 → 35 of 99

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 Planful 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 4.5264113
GPT-5.4 mini416415
Gemini 3.5 Flash0133117
Perplexity Sonar272112
Grok 4.1 Fast266317
Mistral Small155112
DeepSeek V4 Flash5110016
Llama 4 Maverick10618
Qwen 3.7 Flash343111
Kimi K2264214
GLM 4.7 FlashX14319
MiniMax M2.5542112
GPT-6 Luna481013
Muse Glimmer 30B284216

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
Direct97 labels20
Paraphrase55 labels15
Comparative60 labels1not counted in share
Budget-constrained45 labels4
Scale-constrained68 labels4
Negative46 labels2not counted in share
First choiceAlternativeMentionNegative371 labels in all, every segment counted; 43 of the 46 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.

“My default pick: Planful for a mid-market B2B company that wants financial consolidation alongside close, reporting, and planning.” GPT-6 Luna · Financial consolidation · direct prompt · first choice
“Primary recommendation: Planful – best blend of speed, functionality, and price for most mid‑sized B2B firms” MiniMax M2.5 · Corporate performance ma · paraphrase prompt · first choice
“I'd suggest starting with Planful or Prophix One as they specifically target mid-market needs” MiniMax M2.5 · Financial consolidation · direct prompt · first choice
“Planful is the sweet spot. It's built for mid-market, doesn't require consultants to implement” DeepSeek V4 Flash · Corporate performance ma · paraphrase 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.

“Another enterprise-grade solution that may be unnecessarily complex and expensive for smaller teams.” Mistral Small · FP&A platforms · negative prompt · hard negative
“Planful, Pigment, and Oracle Essbase generated the most negative feedback overall” Claude Haiku 4.5 · FP&A platforms · negative prompt · hard negative
“avoid big-suite tools like Planful or Sage Intacct” GPT-5.4 mini · Financial consolidation · budget prompt · hard negative
“should be avoided or approached with caution... 3. Planful” Llama 4 Maverick · FP&A platforms · negative prompt · hard negative

Named alongside

The products named in the same answers as Planful, over the 370 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Planful was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Vena205 of 37020Compare →
Anaplan201 of 37027Not among the top eight
Cube141 of 37025Compare →
Prophix124 of 37012Compare →
Oracle Fusion Cloud EPM92 of 37013Not 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 Planful. 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 341 of the 370 answers that named Planful and are not a share of its labels.

Domains cited

drivetrain.ai136
prophix.com120
cubesoftware.com111
g2.com103
learn.g2.com102
guideflow.com84
datarails.com79
getaleph.com71
resources.rework.com71
abacum.ai69

946 of the 946 domain citations in answers naming Planful came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Search and answers

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

Google, US estimates
Position for “epm software”
–
not in the top ten
Position for “epm platforms”
–
not in the top ten
Searches for its name, Google
3,600 a month (“planful”)
AI search demand for its name, est.
685,726 a month
Organic visits to its site
about 58,997 a month
Searches its site ranks for
3,136 · 388 in the top three
Sites linking to it
2,983
Paid Google search
3 searches its ads show for, about 8 clicks and $137 a month (estimate)
Ads on GoogleDetailLess
120+ ads · 114 image, 6 text · 120 shown in the last 30 days

First shown June 2023, as Host Analytics, Inc., verified. Ads started 2025-10 to 2026-09: 31 in the year, 89 before.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
22%
rank 1 of 99 in corporate performance ma
First choices
43
across its categories
Named in
370 answers
Its own site cited
in 341 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 planful.com
1,172
subdomains included
Content
937
counted in the table below
Documentation
0
Product · Integration
9 · 3
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog404undated
News or press187undated
Webinar or virtual event143undated
Report or ebook87undated
Case study74undated
Comparison13undated
Podcast or video11undated
Glossary or explainer10undated
Conference or event6undated
Template or tool2undated
How it is countedHide how it is counted

Every page planful.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 Planful

What the judge wrote, as written, with how often. The vendor table decides that these count as Planful; a claim can dispute any of them.
Host Analytics 3Anaplan/Planful 1Planful/Host Analytics 1

Follow Planful

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

Planful is its own company.
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In its own words

Stated by the vendor, not checked
Positioning
A cloud-based software platform for financial planning, budgeting, forecasting, reporting, and financial consolidation.
For
Finance teams
Certifications
ISO 27001: 2022 CertificateISO 27701: 2019 CertificateSOC1 Type 2SOC2 Type 2HIPAA Business Associate Addendum (HIPAA BAA)SOC 2 Type II
Hosting
USAustraliaEuropeCanadaUK
Customers named
SycuanCalCPATerSera TherapeuticsBoston Red SoxBoseEtsySafety National Casualty CorporationFive Guys
Not stated on the pages read
Price, starting price, free plan or trial, integrations

What Planful's own pages state, read September 28, 2026: planful.com, trust.planful.com, planful.com/platform, planful.com/customer-stories, planful.com/partners. 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 Planful'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 Planful, 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 Planful by email, built from the raw record of the edition. It shows:

  • where Planful 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 Planful, 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 planful.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 Planful 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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Corporate performance management

AI models recommend Planful first in Corporate performance management 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 Corporate performance management, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/corporate-performance-management/"><img src="https://finance-ai-index.com/badges/2026-10/planful--corporate-performance-management-wide.svg" alt="AI models' first choice in Corporate performance management, 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 Corporate performance management standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
AI models' first choice in Corporate performance management, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/corporate-performance-management/"><img src="https://finance-ai-index.com/badges/2026-10/planful--corporate-performance-management-square.svg" alt="AI models' first choice in Corporate performance management, 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 Corporate performance management standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
AI models' first choice in Corporate performance management, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/corporate-performance-management/"><img src="https://finance-ai-index.com/badges/2026-10/planful--corporate-performance-management-compact.svg" alt="AI models' first choice in Corporate performance management, 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 Corporate performance management standing, where the claim can be checked.

FP&A platforms

AI models recommend Planful first in FP&A platforms 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 FP&A platforms, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/fpa-platforms/"><img src="https://finance-ai-index.com/badges/2026-10/planful--fpa-platforms-wide.svg" alt="AI models' first choice in FP&A platforms, 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 FP&A platforms standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
AI models' first choice in FP&A platforms, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/fpa-platforms/"><img src="https://finance-ai-index.com/badges/2026-10/planful--fpa-platforms-square.svg" alt="AI models' first choice in FP&A platforms, 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 FP&A platforms standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
AI models' first choice in FP&A platforms, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/planning/fpa-platforms/"><img src="https://finance-ai-index.com/badges/2026-10/planful--fpa-platforms-compact.svg" alt="AI models' first choice in FP&A platforms, 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 FP&A platforms standing, where the claim can be checked.

Financial consolidation

Planful is among the products AI models recommend first in Financial consolidation 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
Among AI models' top three in Financial consolidation, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/accounting/financial-consolidation/"><img src="https://finance-ai-index.com/badges/2026-10/planful--financial-consolidation-wide.svg" alt="Among AI models' top three in Financial consolidation, 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 consolidation standing, where the claim can be checked.

Square · 240 × 240 LinkedIn, slides
Among AI models' top three in Financial consolidation, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/accounting/financial-consolidation/"><img src="https://finance-ai-index.com/badges/2026-10/planful--financial-consolidation-square.svg" alt="Among AI models' top three in Financial consolidation, 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 consolidation standing, where the claim can be checked.

Compact · 200 × 56 Email signature, footer
Among AI models' top three in Financial consolidation, October 2026 Edition, Finance AI Recommendation Index
Show the code
<a href="https://finance-ai-index.com/accounting/financial-consolidation/"><img src="https://finance-ai-index.com/badges/2026-10/planful--financial-consolidation-compact.svg" alt="Among AI models' top three in Financial consolidation, 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 consolidation 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.