Finance AI Index
Index Equity and corporate September 2026 Edition

Entity management

Asked as “legal entity management software”, and as “corporate governance and entity management tool”, on behalf of a mid-market B2B company. 38 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
18% 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.

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
01Athennian18%15%39accepted challenger
02EntityKeeper16%3%31accepted challenger
03Commenda16%6%16accepted challenger
04ContractZen13%0%12accepted challenger
05Filejet8%0%14accepted challenger
06Diligent Entities3%29%31criticized challenger
07MinuteBox3%0%13accepted challenger
08Diligent3%64%11criticized challenger
Show the four products at 0%, ordered by negative rate
11CSC Entity Management0%36%22criticized challenger
12Computershare GEMS0%30%10criticized challenger
09CT Corporation Entity Management0%8%12accepted challenger
10Corporify0%0%12accepted 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.

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
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative30%
Key
01Athennian18%
02EntityKeeper16%
03Commenda16%
04ContractZen13%
05Filejet8%
06Diligent Entities3%
07MinuteBox3%
08Diligent3%
09CT Corporation Entity Management0%
10Corporify0%
11CSC Entity Management0%
12Computershare GEMS0%

02What they warned about

Two of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Perplexity Sonar, Grok 4.1 Fast, 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.
Diligent Entities
29%
9 of 31 labels negative · 5 of 12 models · 3 hard negative
“What to Avoid: **Diligent Entities** and similar enterprise solutions - typically start at $15,000-$50,000/year” Kimi K2, budget prompt
CSC Entity Management
36%
8 of 22 labels negative · 5 of 12 models · 2 hard negative
“Avoid or proceed with extreme caution with CSC Entity Management given its poor reviews and documented issues with invoicing, missed filings, and unresponsive support.” GLM 4.7 FlashX, negative prompt
Athennian
15%
6 of 39 labels negative · 4 of 12 models · 2 hard negative
“**Avoid Enterprise Tools**: Athennian, Diligent Entities, etc., start at $15K+/year—overkill and too pricey” Grok 4.1 Fast, budget prompt
Diligent
64%
7 of 11 labels negative · 4 of 12 models
“Legacy Systems (e.g., Diligent, CSC Entity Management): Often highly robust ... but can feel clunky, require heavy training, have longer implementation times, and carry higher price tags.” Gemini 3.5 Flash, scale 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

65 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. 5 of those lists are Google grounding redirects that name no site and are left out of the counts. 835 links across 150 sites, every framing counted. Ranked by the number of answers carrying the site or page.

37 answers · 77 citations · 9 models
vendor site · Coverpin37 answers · 37 citations · 10 models
28 answers · 61 citations · 10 models
24 answers · 38 citations · 8 models
23 answers · 33 citations · 9 models
21 answers · 21 citations · 8 models
19 answers · 19 citations · 10 models
18 answers · 21 citations · 9 models
18 answers · 19 citations · 9 models
vendor site · Commenda17 answers · 22 citations · 10 models
17 answers · 17 citations · 6 models
vendor site · Diligent16 answers · 22 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.

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 legal entity management software for a mid-market B2B company?”Paraphrase“Which corporate governance and entity management tool would you recommend to a mid-sized B2B company?”Comparative“What are the top entity management tools and how do they differ?”Budget-constrained“What is the best legal entity management software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a legal entity management software. What should we look at?”Negative“Which entity management tools should I avoid or be cautious about?”
Claude Haiku 4.5Commenda
Three alternativesAthennian, CT Corporation Entity Management, Diligent Entities
ContractZenChanged
Three alternativesAthennian, EntityKeeper, OnBoard
no first choiceCommenda
One alternativeDiliforce
no first choicenothing named
GPT-5.4 miniDiligent Entities
One alternativeHarbor Compliance
against: Microsoft-based multi-entity financial management
AthennianChanged
One alternativeDiligent
Athennian, CSC Entity Managementno first choiceagainst: Athennian, Diligent Entitiesno first choicenothing named
Gemini 3.5 FlashAthennian
Three alternativesEntityKeeper, Filejet, MinuteBox
against: Diligent Entities
AthennianHeld
Three alternativesContractZen, EntityKeeper, Filejet
against: CSC Entity Management, Diligent
no first choiceagainst: Diligent EntitiesLextree
Two alternativesContractZen, EntityKeeper
against: CSC Entity Management, Diligent, Mitratech
no first choiceagainst: CSC Entity Management, Diligentagainst: CSC Entity Management, CT Corporation Entity Management, Computershare GEMS, Diligent Entities, EnGlobe, Microsoft Excel, Secretariat, hCue
Perplexity SonarCommenda
Two alternativesComputershare GEMS, Fides
against: DocuSign CLM
GovendaChanged
One alternativeOnBoard
against: Diligent
no first choiceEntityKeeper
One alternativeGust Launch
against: CSC Entity Management
no first choiceagainst: Dropbox, Microsoft Excel
Grok 4.1 FastAthennian
Three alternativesCarta, Diligent Entities, Pulley
against: CSC/CT, Gust Launch
ContractZenChanged
One alternativeCorporify
against: Athennian, Diligent Entities
Athennian
Five alternativesComputershare GEMS, Diligent Entities, EntityKeeper, Filejet, MinuteBox
Carta
Two alternativesDiscern, EntityKeeper
against: Athennian, Diligent Entities
no first choiceagainst: CSC Entity Management, Commenda, Spreadsheets
Mistral SmallContractZen
Two alternativesCommenda, GateWay Entities
ContractZenHeld
Two alternativesCSC Entity Management, EntityKeeper
LegalX
Four alternativesCT Corporation Entity Management, Computershare GEMS, EntityKeeper, Legalboards
EntityKeeper, Filejet
Three alternativesDiliforce, Northwest Registered Agent, ZenBusiness
no first choiceagainst: CSC Entity Management, Computershare GEMS, Intertrust
DeepSeek V4 FlashAthennian
Five alternativesCSC Entity Management, CT Corporation Entity Management, Commenda, Diligent Entities, EntityKeeper
ContractZenChanged
One alternativeAthennian
against: DiliTrust Governance Suite, Diligent, Nasdaq Boardvantage
Athennian, Diligent Entities
Nine alternativesCSC Entity Management, CT Corporation Entity Management, Carta, Computershare GEMS, Corporify, DiliTrust Governance Suite, EntityKeeper, LegalX, MinuteBox
EntityKeeper, MinuteBox
Two alternativesCarta, ContractZen
against: Athennian, Diligent Entities
no first choice
Four alternativesAthennian, CSC Entity Management, Diligent Entities / Diligent Governance, EntityKeeper
against: Computershare GEMS
against: Athennian, Diligent Entities, EntityKeeper, Spreadsheets and Shared Drives, Wolters Kluwer Legisway
Llama 4 MaverickOcorian
Two alternativesCoverpin, F6S
no first choiceChangedno first choiceno first choice
Three alternativesBetterLegal, LegalX, Otonomos
no first choicenothing named
Qwen 3.7 FlashCommenda
Two alternativesDiligent Entities, LegalX
SmooothChanged
Five alternativesBoardPro, CSC Entity Management, ComplyDirect, ContractZen, Govenda
against: Boardex, Diligent
Commenda
Four alternativesAthennian, CSC Entity Management, Diligent Entities, EntityKeeper
against: Microsoft Purview
LegalX
Three alternativesAirtable, CorpNet, ZenBusiness
against: Diligent Boards, Wolters Kluwer Legisway
Discern, GateWay Entities
One alternativeHarbor Compliance
against: OneTrust
against: Audminder, CorpSec, Diligent, HubSpot, Microsoft Excel, Microsoft Lists, Nasdaq Boardvantage, Salesforce, SharePoint, VCompliance
Kimi K2Filejet
Three alternativesAthennian, Commenda, Diligent Entities
EntityKeeperChanged
Three alternativesAthennian, ContractZen, Diligent Entities
Athennian
Five alternativesCSC Entity Management, CT Corporation Entity Management, Carta, Diligent Entities, EntityKeeper
Commenda
Two alternativesDiliTrust Governance Suite, Filejet
against: Athennian, Diligent Entities
no first choicenothing named
GLM 4.7 FlashXAthennian
Four alternativesCSC Entity Management, Commenda, Diligent Entities, EntityKeeper
DiligentChanged
Five alternativesBoardEffect, CorpX, OnBoard, Shareholder.com, SimplifyGov
Athennian, Diligent Entities
Four alternativesEnGlobe, EntityKeeper, Filejet, Wolters Kluwer Legisway
Filejet
Two alternativesEntityKeeper, MinuteBox
no first choiceagainst: CSC Entity Management
MiniMax M2.5Commenda
Three alternativesAthennian, Diligent Entities, GateWay Entities
Athennian, EntityKeeperChanged
One alternativeContractZen
no first choice
Eight alternativesAthennian, Carta, Computershare GEMS, Diligent Entities, EntityKeeper, Ledgy, LegalX, Legalboards
EntityKeeper
Two alternativesCommenda, Lextree
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 18:55yes97 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:58yes37 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:18yes2052 s
Direct recommendationPerplexity Sonarsonar2026-09-17 19:14yes207 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:31yes3621 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 20:30yes1311 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:48yes1517 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:17yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:01yes1033 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:09yes1528 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:24yes1335 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:17yes921 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:34yes98 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 21:04yes25 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:34yes1923 s
ParaphrasePerplexity Sonarsonar2026-09-17 18:16yes175 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 17:54yes3621 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 18:04yes54 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 20:09yes2857 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:47yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:33yes931 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:37yes1526 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:47no036 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:55yes514 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:05yes99 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:53yes49 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:21yes2625 s
ComparativePerplexity Sonarsonar2026-09-17 19:38yes1411 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:08yes2717 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 19:38yes69 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:07yes1818 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:47yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:52yes527 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:38yes1432 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:11yes26140 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:57yes821 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:49yes98 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:17no06 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 20:03yes1721 s
Budget constrainedPerplexity Sonarsonar2026-09-17 18:55yes207 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:53yes3722 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 17:53yes108 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:05yes2317 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:27yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:37yes512 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:47yes1330 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:47yes29231 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:57yes923 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:08no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:07no012 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:50no015 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:10yes1810 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:06yes1310 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:15no07 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:31yes2628 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:21yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:55yes1339 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:13yes1225 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 17:53yes1148 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:07yes525 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:36yes1511 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:08yes46 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:10yes1424 s
Negative framingPerplexity Sonarsonar2026-09-17 20:19yes206 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:07yes3818 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:27yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:50yes2753 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:34yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:11no031 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:03yes2053 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:08yes1566 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:36yes837 s

Noise floor in this category

Flips between the edition run and its calibration repeat. Six prompts per model is a small sample; the index-wide floor is the number to trust.

Claude Haiku 4.5
2 of 3 flipped
GPT-5.4 mini
3 of 4 flipped
Gemini 3.5 Flash
3 of 5 flipped
Perplexity Sonar
0 of 3 flipped
Grok 4.1 Fast
5 of 6 flipped
Mistral Small
4 of 4 flipped
DeepSeek V4 Flash
3 of 6 flipped
Llama 4 Maverick
3 of 4 flipped
Qwen 3.7 Flash
6 of 6 flipped
Kimi K2
2 of 4 flipped
GLM 4.7 FlashX
3 of 4 flipped
MiniMax M2.5
3 of 3 flipped

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
CSC read as CSC Entity Management
CSC (CSC Services) read as CSC Entity Management
CT Corporation read as CT Corporation Entity Management
Computershare read as Computershare GEMS
DiliTrust read as DiliTrust Governance Suite
Excel read as Microsoft Excel
Gust read as Gust Launch
Unresolved, counted raw
Audminder
BetterLegal
Brainframe
CSC/CT
Clio Manage Lite
ComplyDirect
CorpSec
CorpX
Diligent Entities / Diligent Governance
F6S
Firstbase
Knovos GRC
Lawmatics
LegalTrack
Microsoft Lists
Microsoft-based multi-entity financial management
Ocorian
OpenCLM
Secretariat
Shareholder.com
SimplifyGov
Smoooth
Spreadsheets and Shared Drives (Excel + Dropbox/SharePoint/Google Sheets)
Stripe Corporate Cards
VCompliance
hCue
Discontinued, still offered
No shut-down product was recommended here.
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