Finance AI Index
Index › Accounting and close › September 2026 Edition

Financial consolidation

Asked as “financial consolidation software”, and as “multi-entity consolidation tool”, on behalf of a mid-market B2B company. 43 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Prophix and Joiin, Sage Intacct
Contested
19% of first choices, contested.
ShowinginAll 41 categories →

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.
Small businessJoiin25%ContestedStanding →Mid-marketProphix19%ContestedThis pageEnterpriseOneStream78%Clear leaderStanding →

01The 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
01Prophix19%3%30accepted challenger
02Joiin19%0%15accepted challenger
03Sage Intacct19%14%14accepted challenger
04Planful16%7%28accepted challenger
05Oracle NetSuite5%27%15criticized challenger
06Vena2%4%25accepted challenger
07Fathom2%0%13accepted challenger
08BlackLine2%14%14accepted challenger
Show the five products at 0%, ordered by negative rate
13Oracle Fusion Cloud EPM0%46%13criticized challenger
10OneStream0%39%36criticized challenger
11CCH Tagetik0%29%14criticized challenger
12Anaplan0%27%11criticized challenger
09Datarails0%0%11accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.
Head to head
Prophix vs JoiinProphix vs Sage IntacctJoiin vs Sage Intacct

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 →
01
02
03
04
05
06
07
08
09
10
11
12
13
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative30%
Key
01Prophix19%
02Joiin19%
03Sage Intacct19%
04Planful16%
05Oracle NetSuite5%
06Vena2%
07Fathom2%
08BlackLine2%
09Datarails0%
10OneStream0%
11CCH Tagetik0%
12Anaplan0%
13Oracle Fusion Cloud EPM0%

02What they warned about

Zero of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.1 Fast, Mistral Small, DeepSeek V4 Flash, Llama 4 Maverick, 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.
OneStream
39%
14 of 36 labels negative · 7 of 12 models · 4 hard negative
“you should likely avoid the high-end enterprise giants (like *OneStream* or *Oracle FCCS*) due to implementation complexity and heavy cost” Gemini 3.5 Flash, scale prompt
Oracle Fusion Cloud EPM
46%
6 of 13 labels negative · 4 of 12 models · 3 hard negative
“avoid enterprise-grade corporate performance management (CPM) suites (like OneStream, Oracle Cloud EPM, or CCH Tagetik)” Gemini 3.5 Flash, budget prompt
Oracle NetSuite
27%
4 of 15 labels negative · 4 of 12 models · 3 hard negative
“**Enterprise ERPs (SAP, Oracle NetSuite, Workday):** ... too expensive for most small businesses.” Qwen 3.7 Flash, budget prompt
CCH Tagetik
29%
4 of 14 labels negative · 4 of 12 models · 2 hard negative
“avoid enterprise-grade corporate performance management (CPM) suites (like OneStream, Oracle Cloud EPM, or CCH Tagetik)” Gemini 3.5 Flash, budget prompt

03What they cite

Citations exist only for the models that return a source list: twelve of the twelve in this edition, and all six flagship models on the expanded tier.

Sites the answers cite

63 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 692 links across 211 sites, every framing counted. Ranked by the number of answers carrying the site or page.

prophix.com
vendor site · Prophix32 answers · 38 citations · 9 models
highradius.com
vendor site · HighRadius27 answers · 31 citations · 10 models
fathomhq.com
22 answers · 23 citations · 8 models
consolidate.io
vendor site · Consolidate.io19 answers · 28 citations · 9 models
cfoshortlist.com
19 answers · 22 citations · 8 models
cfobound.com
19 answers · 19 citations · 8 models
softwareconnect.com
19 answers · 19 citations · 9 models
cubesoftware.com
18 answers · 18 citations · 8 models
taxilla.com
vendor site · Taxilla15 answers · 17 citations · 9 models
worldmetrics.org
14 answers · 16 citations · 9 models
gartner.com
12 answers · 18 citations · 6 models
guideflow.com
vendor site · Guideflow10 answers · 10 citations · 5 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.

prophix.com/blog/the-12-best-financial-consolidation-software-tools-for-fp-…
32 answers · 9 models
fathomhq.com/blog/the-6-best-financial-consolidation-software-solutions-in-…
22 answers · 8 models
highradius.com/resources/Blog/best-financial-consolidation-vendors
22 answers · 8 models
cfobound.com/tools/financial-consolidation
19 answers · 8 models
softwareconnect.com/roundups/best-financial-consolidation-software
19 answers · 9 models
cubesoftware.com/blog/best-financial-consolidation-tools
18 answers · 8 models
gartner.com/reviews/market/financial-close-and-consolidation-solutions
12 answers · 6 models
taxilla.com/best-financial-consolidation-software-mid-market-us-2026
12 answers · 8 models
cfoshortlist.com/reports/consolidation-tool-buyers-framework
11 answers · 7 models
consolidate.io/blog/financial-consolidation-software-comparison
10 answers · 8 models

04How 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.
ModelDirect“What is the best financial consolidation software for a mid-market B2B company?”Paraphrase“Which multi-entity consolidation tool would you recommend to a mid-sized B2B company?”Comparative“What are the top consolidation tools and how do they differ?”Budget-constrained“What is the best financial consolidation software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a financial consolidation software. What should we look at?”Negative“Which consolidation tools should I avoid or be cautious about?”
Claude Haiku 4.5Planful
Three alternativesHighRadius, Prophix, Trintech Adra
no first choiceChangedno first choiceagainst: Microsoft Excel, Workday Adaptive PlanningRephop
Two alternativesCentage Planning Maestro, Prophix
no first choicenothing named
GPT-5.4 miniWorkday
Two alternativesBlackLine, Oracle Fusion Cloud EPM
BlackLineChanged
Two alternativesOracle Financial Consolidation and Close, Oracle NetSuite
Fivetran, Matillion
Four alternativesAWS Glue, Google BigQuery + Dataform / Datastream / Dataflow, Informatica Cloud Data Integration, Microsoft Fabric Data Factory
LiveFlow
Three alternativesPlanful, Trintech Adra, Workiva
against: Oracle Fusion Cloud EPM, Oracle NetSuiteno first choicenothing named
Gemini 3.5 FlashPlanful
Six alternativesDatarails, Fluence Technologies, Lucanet, Pigment, Prophix, Vena
against: Anaplan, OneStream, Oracle Fusion Cloud EPMSage IntacctChanged
Four alternativesAnaplan Financial Consolidation / formerly Fluence Technologies, Nominal, Oracle NetSuite, Planful
against: Oracle Hyperion Financial Management, SAP BPCOneStream
Five alternativesLucanet, Oracle Fusion Cloud EPM, Planful, Prophix, Vena
Joiin
Two alternativesLiveFlow, Syft Analytics
against: CCH Tagetik, OneStream, Oracle Fusion Cloud EPM, Oracle NetSuite, Sage Intacctno first choice
Five alternativesFluence Technologies, Lucanet, Planful, Prophix, Vena
against: OneStream, Oracle Financial Consolidation and Close, Oracle Hyperion, SAP BPCagainst: Google Sheets, Microsoft Excel
Perplexity SonarProphix
Three alternativesDatarails, Planful, Vena
against: BlackLine, CCH Tagetik, OneStreamPlanfulChanged
Six alternativesFathom, Joiin, LiveFlow, Oracle NetSuite, Prophix, Sage Intacct
OneStream
Six alternativesCCH Tagetik, Oracle Fusion Cloud EPM, Planful, Prophix, Vena, Workiva
against: BlackLineJoiin, QuickBooks Online + consolidation add-ons
One alternativeDatarails
no first choicenothing named
Grok 4.1 FastProphix
Two alternativesPlanful, Vena
against: OneStream, Oracle Fusion Cloud EPM, WorkivaSage IntacctChanged
Three alternativesFathom, Microsoft Dynamics 365 Business Central, Oracle NetSuite
against: OneStream, ProphixOneStream
Four alternativesCCH Tagetik, Oracle Fusion Cloud EPM, Prophix, Vena
Joiin
Three alternativesFathom, LiveFlow, Manager.io
against: Centage Planning Maestro, OneStream, Oracle NetSuite, Sage Intacctno first choicenothing named
Mistral SmallPlanful, Prophix
Two alternativesFinalyzer, Taxilla
Flow ERP, Oracle NetSuite, Sage IntacctChanged
Three alternativesFathom, Joiin, LiveFlow
OneStream
Two alternativesBlackLine, Prophix
Joiin
Two alternativesCube, Datarails
no first choiceagainst: Oracle Hyperion Financial Managementnothing named
DeepSeek V4 FlashProphix
Four alternativesCube, Fluence Technologies, Planful, Vena
Sage IntacctChanged
Three alternativesOracle NetSuite, Prophix, Vena
against: OneStreamCCH Tagetik, OneStream
Four alternativesOracle Fusion Cloud EPM, Planful, Prophix, Vena
Centage Planning Maestro, Joiin
Three alternativesFathom, QuickBooks Online Advanced + consolidation add-ons, Zoho Books / Zoho Analytics
against: CCH Tagetik, JustPerform, Lucanet, OneStreamno first choicenothing named
Llama 4 MaverickProphix
Two alternativesPlanful, Vena
no first choiceChangedOneStream
Two alternativesBlackLine, Prophix
Planful
One alternativeQuicken Simplifi
no first choicenothing named
Qwen 3.7 FlashSage Intacct
Five alternativesDataroma, Fathom, Fluente, Trintech, Vena
PlanfulChanged
Four alternativesJustPerform, Oracle NetSuite, Prophix, Sage Intacct
against: OneStream, Oracle HyperionOneStream, Oracle Financial Consolidation and Close
Four alternativesBlackLine, SAP Analytics Cloud, SAP BPC, Workiva
Joiin
Two alternativesJustConsolidate, Qvinci
against: Anaplan, Microsoft Excel, OneStream, Oracle Hyperion, Oracle NetSuite, SAP BPC, WorkdayVena
Three alternativesBlackLine, OneStream, Trintech
against: Anaplan, Oracle Hyperion, SAP BPCnothing named
Kimi K2Prophix
Three alternativesLucanet, Planful, Vena
Sage IntacctChanged
One alternativeProphix
against: OneStream, Oracle Fusion Cloud EPMno first choiceERPNext, Fathom
Two alternativesCentage Planning Maestro, Cube
against: CCH Tagetik, GnuCash, OneStream, Oracle Fusion Cloud EPM, Planfulno first choicenothing named
GLM 4.7 FlashXProphix
Seven alternativesCCH Tagetik, Finalyzer, HighRadius, OneStream, Oracle Fusion Cloud EPM, Planful, Vena
Oracle NetSuite, Sage IntacctChanged
Six alternativesAnaplan, Fathom, Flow ERP, Joiin, LiveFlow, OneStream
no first choiceJoiin
Four alternativesCoefficient, JustConsolidate, LiveFlow, Qvinci
against: OneStream, Planful, Venano first choiceagainst: Microsoft Excel
MiniMax M2.5Planful, Prophix
One alternativeVena
Sage IntacctChanged
Three alternativesLiveFlow, Oracle NetSuite, Planful
CCH Tagetik
Seven alternativesBoard, Datarails, OneStream, Oracle Hyperion Financial Management, Prophix, Quick Consols, Vena
Joiin
Three alternativesPivotXL, Quicken, Zoho Books
no first choicenothing named
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The 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-4-5-202510012026-09-17 20:15yes1310 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:13yes36 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 17:53yes2130 s
Direct recommendationPerplexity Sonarsonar2026-09-17 19:51yes167 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:23yes2218 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 20:43yes54 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 20:07yes2579 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:55yes52 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:57no027 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:00yes1037 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:30yes1029 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:12yes1227 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:03no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:41yes35 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:27yes2528 s
ParaphrasePerplexity Sonarsonar2026-09-17 20:10yes196 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:45yes2913 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 19:40yes53 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:49yes1917 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:14yes52 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:35yes524 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:51yes1326 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:09yes8105 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:34yes936 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:23yes98 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:59yes99 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:45yes2027 s
ComparativePerplexity Sonarsonar2026-09-17 20:46yes208 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:37yes2016 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 19:13yes56 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 20:30yes1939 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:42yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:24no035 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:00yes1031 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:58yes2865 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:43yes828 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:20yes96 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:29yes25 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:55yes1560 s
Budget constrainedPerplexity Sonarsonar2026-09-17 20:39yes206 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:35yes3417 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:35yes53 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:07yes1012 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:37yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:19yes915 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:10yes1563 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:03yes18132 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:13yes923 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:29no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:38no011 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:28yes1026 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:12yes2010 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:12yes1311 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:26no09 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:56yes917 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:52yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:06no032 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:16yes1021 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 17:56yes1549 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:51yes520 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:42no02 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:41yes45 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:28yes1724 s
Negative framingPerplexity Sonarsonar2026-09-17 20:34yes208 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:13yes2310 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 21:06yes56 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:08yes1819 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:30yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:51no030 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:47yes1532 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:38yes15100 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 21:08yes522 s

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

Category-scoped readings
Adaptive Insights (Workday) read as Workday Adaptive Planning
Adra by Trintech read as Trintech Adra
Centage read as Centage Planning Maestro
Excel read as Microsoft Excel
Excel/Spreadsheets read as Microsoft Excel
Host Analytics read as Planful
NetSuite read as Oracle NetSuite
Oracle Cloud EPM read as Oracle Fusion Cloud EPM
Oracle Cloud EPM (FCCS) read as Oracle Fusion Cloud EPM
Oracle Cloud EPM (Financial Consolidation & Close) read as Oracle Fusion Cloud EPM
Oracle EPM read as Oracle Fusion Cloud EPM
Oracle FCCS read as Oracle Financial Consolidation and Close
Oracle FCCS (Financial Consolidation and Close System) read as Oracle Financial Consolidation and Close
Prophix One read as Prophix
SAP Group Reporting read as SAP S/4HANA Finance for Group Reporting
Vena Solutions read as Vena
Unresolved, counted raw
AWS Glue
Anaplan Financial Consolidation / formerly Fluence Technologies
Bizview
Concurent
Dataroma
ERP-native consolidation
Equity
Excel/Google Sheets + a template
Flatio
Fluente
Google BigQuery + Dataform / Datastream / Dataflow
Infor SunSystems
Informatica Cloud Data Integration
Microsoft Fabric Data Factory
QuickBooks Online + consolidation add-ons
QuickBooks Online Advanced + consolidation add-ons
SnapLogic / Boomi / MuleSoft
Discontinued, still offered
No shut-down product was recommended here.

Also in accounting and close

The other categories of this function, with the leader in each.
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