Finance AI Index
Index Equity and corporate Entity management › Small business September 2026 Edition

Entity management for small business buyers

Asked as “legal entity management software”, and as “corporate governance and entity management tool”, on behalf of a small B2B company. 44 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
25% 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 small B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01EntityKeeper25%10%42accepted challenger
02ContractZen16%0%16accepted challenger
03MinuteBox14%8%12accepted challenger
04Diliforce11%0%10accepted challenger
05Filejet7%0%12accepted challenger
06LegalX7%0%11accepted challenger
07Carta2%13%15accepted challenger
08Diligent Entities2%48%27criticized challenger
Show the four products at 0%, ordered by negative rate
12Diligent0%91%11criticized challenger
11CSC Entity Management0%67%21criticized challenger
10Athennian0%46%35criticized challenger
09Corporify0%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.

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% negative40%
Key
01EntityKeeper25%
02ContractZen16%
03MinuteBox14%
04Diliforce11%
05Filejet7%
06LegalX7%
07Carta2%
08Diligent Entities2%
09Corporify0%
10Athennian0%
11CSC Entity Management0%
12Diligent0%

02What they warned about

One 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 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
91%
10 of 11 labels negative · 8 of 12 models · 6 hard negative
“**Diligent** (mentioned explicitly): - Extremely high price tags with hidden module costs - Overly complex user interface designed for Fortune 500 companies” MiniMax M2.5, negative prompt
Athennian
46%
16 of 35 labels negative · 7 of 12 models · 6 hard negative
“**Tools to Avoid:** *Diligent Entities, Athennian, Computershare GEMS, DiliTrust Governance Suite*” Gemini 3.5 Flash, negative prompt
CSC Entity Management
67%
14 of 21 labels negative · 7 of 12 models · 5 hard negative
“**Diligent Entities / CSC:** While they are industry giants, they are built for massive multinational conglomerates” Gemini 3.5 Flash, scale prompt
Diligent Entities
48%
13 of 27 labels negative · 5 of 12 models · 6 hard negative
“Category C: Avoid (For Now) ... built for massive multinational conglomerates ... the cost will likely exceed your budget.” 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. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 891 links across 139 sites, every framing counted. Ranked by the number of answers carrying the site or page.

37 answers · 68 citations · 9 models
33 answers · 68 citations · 10 models
33 answers · 53 citations · 11 models
31 answers · 43 citations · 10 models
30 answers · 30 citations · 10 models
vendor site · Zipdo26 answers · 39 citations · 10 models
25 answers · 26 citations · 9 models
vendor site · Diligent20 answers · 35 citations · 11 models
vendor site · Coverpin20 answers · 21 citations · 9 models
vendor site · Commenda19 answers · 33 citations · 10 models
19 answers · 28 citations · 9 models
17 answers · 22 citations · 8 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 small B2B company?”Paraphrase“Which corporate governance and entity management tool would you recommend to a small business that sells to other businesses?”Comparative“What are the top entity management tools for a small team and how do they differ?”Budget-constrained“What is the best legal entity management software for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a legal entity management software. What should we look at?”Negative“Which entity management tools should a small business avoid or be cautious about?”
Claude Haiku 4.5Diliforce
Three alternativesCarta, EnGlobe, Entrix
ContractZenChanged
One alternativeAthennian
EntityKeeper
Five alternativesAthennian, Commenda, Constellate, CoreAdmin, Deel
Diliforce
Three alternativesEntityKeeper, Lextree, MinuteBox
no first choiceagainst: Diligent
GPT-5.4 miniDiligent Entities
Three alternativesAthennian, Klea, Kube
Corporate CreationsChanged
One alternativeDiligent Entities
Athennian
Three alternativesBoardEffect, Diligent Boards, Diligent Entities
Filejet
One alternativeCSC Entity Management
no first choicenothing named
Gemini 3.5 FlashLextree
Three alternativesContractZen, EntityKeeper, Filejet
against: CSC Entity Management, CT Corporation Entity Management, Diligent Entities
ContractZenChanged
Two alternativesEntityKeeper, Lextree
against: Athennian, Diligent Entities
ContractZen
Four alternativesEntityKeeper, Filejet, Lextree, MinuteBox
against: CSC Entity Management, Computershare GEMS, Diligent
ContractZen
Two alternativesLextree, Xakia
against: Athennian, CSC Entity Management, Diligent
Filejet, MinuteBox
Four alternativesCommenda, ContractZen, Diliforce, Harbor Compliance
against: Athennian, CSC Entity Management, Diligent Entities
against: Athennian, Bizee, Computershare GEMS, DiliTrust Governance Suite, Diligent Entities, LegalZoom, ZenBusiness
Perplexity SonarEntityKeeper, MinuteBox
One alternativeAthennian
against: CSC Entity Management
ContractZenChanged
Two alternativesBoardPaq, Sprinto
Corporify, Legalboards
Five alternativesCarta, DiliTrust Governance Suite, EntityKeeper, Filejet, Pulley
EntityKeeperagainst: Athennian, CSC Entity Managementno first choicenothing named
Grok 4.1 FastDiliforce
Two alternativesCorporify, EntityKeeper
against: Athennian, CSC Entity Management, Computershare GEMS, Diligent Entities
ContractZenChangedagainst: Encompass, EntityKeeperEntityKeeper
Two alternativesCarta, Diligent Entities
against: Athennian
Diliforce
Two alternativesCommenda, MinuteBox
against: Athennian, CSC Entity Management, EntityKeeper
no first choiceagainst: CSC Entity Management, Computershare GEMS, Diligent Entities
Mistral SmallLegalX, MinuteBox
Three alternativesAthennian, Diligent Entities, Encompass
Carta, ContractZenChanged
One alternativeDiliforce
Carta, Pulley
Four alternativesAthennian, Corporify, DiliTrust Governance Suite, EntityKeeper
EntityKeeperagainst: Wolters Kluwer Legiswayno first choicenothing named
DeepSeek V4 FlashEntityKeeper, MinuteBox
One alternativeDiliforce
against: Athennian, CSC / CT Corporation, Diligent Entities
EntityKeeperChanged
One alternativeContractZen
against: MinuteBox
EntityKeeper, Klea
Three alternativesAthennian, CSC Entity Management, Corporify
against: Diligent Entities
Commenda
Two alternativesDiliforce, EntityKeeper
against: Athennian, Diligent
NEWTON
Five alternativesCarta, Corporify, EntityKeeper, LegalX, Pulley
against: Athennian, CSC Entity Management, CT Corporation Entity Management, Diligent Entities
against: Athennian, CSC Entity Management, CT Corporation Entity Management, Diligent Entities, Registered Agents, Inc.
Llama 4 Maverickno first choiceMinuteBoxChanged
Three alternativesAthennian, ContractZen, Filejet
Corporify
Two alternativesCarta, EntityKeeper
no first choiceno first choiceagainst: Diligent
Qwen 3.7 FlashEntityKeeper
Two alternativesCommenda, ContractZen
against: Athennian, Diligent
ContractZenChanged
One alternativeDiliforce
Zipdo
Two alternativesCorporify, EntityKeeper
against: Carta
Capbase
Four alternativesAirtable, Corppoint, Discern, Spreadsheet + Registered Agent Portal
against: Boardable, Diligent, EntityKeeper
no first choiceagainst: Commenda, Corppass, Diligent Boards, Dropbox, Google Drive, Microsoft Excel
Kimi K2Filejet
Two alternativesCorporify, Lextree
against: Athennian, Diligent Entities, EntityKeeper
EntityKeeperChanged
Three alternativesFilejet, LegalX, Legalboards
EntityKeeper
Three alternativesFilejet, LegalX, Pulley
against: Carta
Diliforce
One alternativeEntityKeeper
against: Athennian, CSC Entity Management, Diligent Entities
no first choiceagainst: Diligent
GLM 4.7 FlashXEntityKeeper
Four alternativesAthennian, Diligent Entities, LegalX, Xakia
EntityKeeperHeld
Two alternativesCommenda, Filejet
EntityKeeper, Pulley
Four alternativesAthennian, Carta, Diligent Entities, LegalX
Lextree
One alternativeEntityKeeper
against: Athennian, Diligent
LegalX
Five alternativesDiligent Entities, EntityKeeper, Klea, Legalboards, RazorSign
against: CT Corporation Entity Management
against: CSC Entity Management
MiniMax M2.5EntityKeeper, MinuteBox
One alternativeLegalX
EntityKeeperChanged
One alternativeContractZen
against: Encompass
Carta
Four alternativesDiscern, EnGlobe, EntityKeeper, LegalX
against: CSC Entity Management, CT Corporation Entity Management, Diligent Entities
LegalX, Otonomos
One alternativeGoogle Sheets/Excel Templates
no first choiceagainst: Diligent
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 18:38yes97 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:02yes35 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:52yes1423 s
Direct recommendationPerplexity Sonarsonar2026-09-17 20:50yes177 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:47yes3519 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 18:17yes109 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:43yes2014 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:28yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:05yes2771 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:38yes1543 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:01yes1661 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:20yes823 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:59yes98 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:36no03 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:16yes2020 s
ParaphrasePerplexity Sonarsonar2026-09-17 19:08yes175 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:41yes3416 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 20:57yes54 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:04yes2632 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:24yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:27yes1033 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:35yes920 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:21yes24179 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:44yes1326 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:28yes98 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:01yes58 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:50yes2932 s
ComparativePerplexity Sonarsonar2026-09-17 20:07yes207 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 17:55yes2117 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 20:09yes88 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:17yes2627 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:38yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:51yes522 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:07yes2254 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:44yes18166 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:31yes1630 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 17:53yes96 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 17:58yes25 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:09yes1321 s
Budget constrainedPerplexity Sonarsonar2026-09-17 19:51yes205 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:35yes4623 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:46yes53 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:50yes2019 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:17yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:23yes2372 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:20yes1843 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:36yes2960 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:59yes513 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:54no05 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:18no07 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:34yes1824 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:17yes189 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 17:54yes1210 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:19no06 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:36yes2022 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:23yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:50no026 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:47yes920 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:16yes1158 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:23no010 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:05yes97 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:27no03 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:57yes1858 s
Negative framingPerplexity Sonarsonar2026-09-17 19:29yes205 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:33yes3618 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:44yes86 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:43yes2022 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:44yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:48yes954 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:10yes2635 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:18yes24133 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:04yes519 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
CSC 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
Harbor Compliance Entity Manager read as Harbor Compliance
Unresolved, counted raw
Bizee (formerly Incfile)
CTMfile
Constellate
CoreAdmin
Corporate Creations
Corppass
Corppoint
EntityKnit
Entrix
FounderShield
Google Sheets/Excel Templates
LegalZoom
RazorSign
Registered Agents, Inc.
Rocket Lawyer
Spreadsheet + Registered Agent Portal
Tailor Brands
TrackYourDocs
Wolters Kluwer OneSumX
Discontinued, still offered
No shut-down product was recommended here.
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