# Segment: Mid-market

# Finance AI Recommendation Index, run mai-20260918-0023-calibration_b

60 prompts, 12 models, 3,837 raw judge labels, 3,862 scored labels after normalization. Published weights: first choice +3, alternative +2, mention +1, soft negative -2, hard negative -3.

Scored under vendor alias table version v2026-09.2. Raw judge labels are the permanent record; the numbers below are derived from them and are regenerated for every run whenever the alias table changes, so the whole series is always scored under one table version. Resolution of raw names: 3,211 by alias or canonical name, 293 by category-scoped alias, 53 from combined answers split into their products, 0 excluded by rule, 300 unresolved and counted under the raw name.

## Paraphrase stability

Share of categories where a model's first choice set on the direct prompt equals its set on the paraphrase.

| Model | Same | Different | Stability |
|---|---|---|---|
| Claude Haiku 4.5 | 1 | 9 | 10% |
| GPT-5.4 mini | 4 | 6 | 40% |
| Gemini 3.5 Flash | 3 | 7 | 30% |
| Perplexity Sonar | 3 | 7 | 30% |
| Grok 4.1 Fast | 3 | 7 | 30% |
| Mistral Small | 1 | 9 | 10% |
| DeepSeek V4 Flash | 6 | 4 | 60% |
| Llama 4 Maverick | 2 | 6 | 25% |
| Qwen 3.7 Flash | 1 | 9 | 10% |
| Kimi K2 | 1 | 9 | 10% |
| GLM 4.7 FlashX | 5 | 5 | 50% |
| MiniMax M2.5 | 1 | 9 | 10% |

A looser measure, whether a direct first choice survives as a first choice or alternative on the paraphrase, is in the appendix.

## Standing by category

First choice share across the direct, paraphrase, budget and scale prompts and all 12 models. The top product's share is published alongside the label: contested means the top share is at or below 40%, and a category just above the line is not meaningfully different from one just below it. Consensus means every model's direct-prompt first choice is the same single product.

| Category | Top product | Top share | First choices | Status |
|---|---|---|---|---|
| account-reconciliation | FloQast | 35% | 49 | contested |
| accounts-payable-automation | Melio | 22% | 49 | contested |
| accounts-receivable-automation | Billtrust | 19% | 47 | contested |
| board-and-investor-reporting | OnBoard | 22% | 49 | contested |
| business-banking | Rho | 17% | 47 | contested |
| cap-table-management | Carta | 51% | 49 | clear leader |
| entity-management | Athennian | 22% | 49 | contested |
| financial-close-management | FloQast | 60% | 45 | clear leader |
| saas-metrics-and-analytics | ChartMogul | 46% | 48 | clear leader |
| sales-tax-automation | Avalara AvaTax | 34% | 41 | contested |

**account-reconciliation**: FloQast 35%, Zoho Books 14%, Trintech Adra 10%, Numeric 8%, QuickBooks Online 8%

**accounts-payable-automation**: Melio 22%, BILL 20%, Stampli 18%, AvidXchange 12%, Ramp 10%

**accounts-receivable-automation**: Billtrust 19%, Zoho Books 17%, Versapay 15%, Quadient AR 11%, Upflow 11%

**board-and-investor-reporting**: OnBoard 22%, Boardable 18%, Visible 10%, BoardPro 6%, Carta 4%

**business-banking**: Mercury 17%, Rho 17%, Brex 11%, Bluevine 9%, Axos Bank Basic Business Checking 6%

**cap-table-management**: Carta 51%, Pulley 12%, Cake Equity 10%, Eqvista 8%, Qapita 8%

**entity-management**: Athennian 22%, EntityKeeper 16%, Commenda 8%, ContractZen 8%, Filejet 6%

**financial-close-management**: FloQast 60%, Numeric 13%, Finlens 7%, BlackLine 4%, PivotXL 4%

**saas-metrics-and-analytics**: ChartMogul 46%, ProfitWell Metrics 12%, Looker Studio 8%, Databox 6%, Fairview 6%

**sales-tax-automation**: Avalara AvaTax 34%, TaxCloud 27%, Taxwire 20%, TaxJar 5%, Zoho Books 5%

## Anti-recommendations

Products most often labeled soft or hard negative, with the number of models that did so at least once in the category, and the share of that product's labels in the category that were negative. 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.

- **account-reconciliation**: BlackLine (7 models, 5 hard; 15 of 38 labels negative), FloQast (5 models, 2 hard; 6 of 42 labels negative), NCH Express Accounts (3 models; 3 of 5 labels negative), Xero (3 models; 4 of 23 labels negative)
- **accounts-payable-automation**: BILL (8 models, 2 hard; 11 of 52 labels negative), Tipalti (8 models, 1 hard; 9 of 48 labels negative), Melio (3 models, 1 hard; 3 of 20 labels negative), Ramp (3 models, 1 hard; 3 of 40 labels negative)
- **accounts-receivable-automation**: HighRadius (5 models, 4 hard; 8 of 35 labels negative), BILL (3 models; 3 of 13 labels negative), Chaser (2 models, 2 hard; 2 of 19 labels negative), Billtrust (2 models, 1 hard; 2 of 33 labels negative)
- **board-and-investor-reporting**: Nasdaq Boardvantage (8 models, 1 hard; 10 of 27 labels negative), Diligent (6 models, 1 hard; 9 of 15 labels negative), OnBoard (4 models; 4 of 40 labels negative), Dropbox (3 models, 3 hard; 3 of 3 labels negative)
- **business-banking**: Wells Fargo (9 models, 9 hard; 10 of 18 labels negative), Citibank (7 models, 7 hard; 7 of 10 labels negative), Bank of America (7 models, 6 hard; 8 of 25 labels negative), Santander (4 models, 3 hard; 4 of 4 labels negative)
- **cap-table-management**: Carta (11 models, 2 hard; 13 of 68 labels negative), Pulley (7 models, 5 hard; 14 of 56 labels negative), Shareworks (7 models, 2 hard; 10 of 28 labels negative), AngelList Stack (6 models, 6 hard; 8 of 13 labels negative)
- **entity-management**: Athennian (7 models, 3 hard; 7 of 41 labels negative), Diligent Entities (6 models, 3 hard; 10 of 37 labels negative), Diligent (6 models, 1 hard; 6 of 7 labels negative), CSC Entity Management (5 models, 3 hard; 7 of 24 labels negative)
- **financial-close-management**: BlackLine (11 models, 3 hard; 27 of 47 labels negative), Workiva (6 models, 1 hard; 9 of 26 labels negative), Trintech (5 models, 2 hard; 5 of 14 labels negative), FloQast (5 models, 1 hard; 6 of 49 labels negative)
- **saas-metrics-and-analytics**: Baremetrics (7 models, 1 hard; 7 of 45 labels negative), ProfitWell Metrics (7 models, 1 hard; 8 of 38 labels negative), ChartMogul (5 models; 5 of 58 labels negative), Amplitude (4 models, 2 hard; 6 of 21 labels negative)
- **sales-tax-automation**: Vertex (7 models, 1 hard; 10 of 39 labels negative), Avalara AvaTax (4 models, 4 hard; 9 of 54 labels negative), TaxJar (4 models; 7 of 51 labels negative), Sovos (3 models, 2 hard; 3 of 21 labels negative)

## Leadership and criticism

First-choice share and negative label rate are independent, so every product with at least 10 labels in a category is placed on both axes. Cutoffs: leader at 30% or more of first choices, criticized at 25% or more negative labels. An endorsed leader is recommended and not criticized; a criticized default is recommended while the models list its problems; a criticized challenger is named mostly to be warned against.

| Category | Product | First-choice share | Negative rate | Labels | Quadrant |
|---|---|---|---|---|---|
| account-reconciliation | FloQast | 35% | 14% | 42 | endorsed leader |
| account-reconciliation | Zoho Books | 14% | 0% | 11 | accepted challenger |
| account-reconciliation | Trintech Adra | 10% | 0% | 17 | accepted challenger |
| account-reconciliation | Numeric | 8% | 5% | 22 | accepted challenger |
| account-reconciliation | QuickBooks Online | 8% | 24% | 17 | accepted challenger |
| account-reconciliation | HighRadius | 6% | 0% | 22 | accepted challenger |
| account-reconciliation | Xero | 6% | 17% | 23 | accepted challenger |
| account-reconciliation | BlackLine | 6% | 39% | 38 | criticized challenger |
| account-reconciliation | Sage Intacct | 2% | 8% | 12 | accepted challenger |
| account-reconciliation | Prophix One | 0% | 0% | 11 | accepted challenger |
| account-reconciliation | Trintech | 0% | 7% | 14 | accepted challenger |
| account-reconciliation | ReconArt | 0% | 21% | 14 | accepted challenger |
| accounts-payable-automation | Melio | 22% | 15% | 20 | accepted challenger |
| accounts-payable-automation | BILL | 20% | 21% | 52 | accepted challenger |
| accounts-payable-automation | Stampli | 18% | 6% | 33 | accepted challenger |
| accounts-payable-automation | AvidXchange | 12% | 6% | 35 | accepted challenger |
| accounts-payable-automation | Ramp | 10% | 8% | 40 | accepted challenger |
| accounts-payable-automation | Tipalti | 8% | 19% | 48 | accepted challenger |
| accounts-payable-automation | Medius | 0% | 0% | 12 | accepted challenger |
| accounts-payable-automation | Coupa | 0% | 27% | 15 | criticized challenger |
| accounts-receivable-automation | Billtrust | 19% | 6% | 33 | accepted challenger |
| accounts-receivable-automation | Zoho Books | 17% | 0% | 10 | accepted challenger |
| accounts-receivable-automation | Versapay | 15% | 4% | 28 | accepted challenger |
| accounts-receivable-automation | Upflow | 11% | 4% | 24 | accepted challenger |
| accounts-receivable-automation | Quadient AR | 11% | 5% | 21 | accepted challenger |
| accounts-receivable-automation | Tesorio | 4% | 8% | 26 | accepted challenger |
| accounts-receivable-automation | BILL | 4% | 23% | 13 | accepted challenger |
| accounts-receivable-automation | Gaviti | 2% | 0% | 13 | accepted challenger |
| accounts-receivable-automation | Chaser | 2% | 11% | 19 | accepted challenger |
| accounts-receivable-automation | HighRadius | 0% | 23% | 35 | accepted challenger |
| board-and-investor-reporting | OnBoard | 22% | 10% | 40 | accepted challenger |
| board-and-investor-reporting | Boardable | 18% | 8% | 24 | accepted challenger |
| board-and-investor-reporting | BoardPro | 6% | 5% | 19 | accepted challenger |
| board-and-investor-reporting | Datarails | 4% | 0% | 13 | accepted challenger |
| board-and-investor-reporting | AppDeck Board Portal | 2% | 0% | 15 | accepted challenger |
| board-and-investor-reporting | BoardEffect | 2% | 18% | 11 | accepted challenger |
| board-and-investor-reporting | Nasdaq Boardvantage | 2% | 37% | 27 | criticized challenger |
| board-and-investor-reporting | Cube | 0% | 0% | 10 | accepted challenger |
| board-and-investor-reporting | Aleph | 0% | 0% | 10 | accepted challenger |
| board-and-investor-reporting | Diligent Boards | 0% | 43% | 14 | criticized challenger |
| board-and-investor-reporting | Diligent | 0% | 60% | 15 | criticized challenger |
| business-banking | Rho | 17% | 0% | 15 | accepted challenger |
| business-banking | Mercury | 17% | 11% | 37 | accepted challenger |
| business-banking | Brex | 11% | 9% | 22 | accepted challenger |
| business-banking | Bluevine | 9% | 3% | 30 | accepted challenger |
| business-banking | Relay | 4% | 9% | 23 | accepted challenger |
| business-banking | Novo | 4% | 13% | 15 | accepted challenger |
| business-banking | Chase Business Banking | 4% | 14% | 35 | accepted challenger |
| business-banking | Found | 2% | 10% | 10 | accepted challenger |
| business-banking | Airwallex | 0% | 7% | 14 | accepted challenger |
| business-banking | U.S. Bank | 0% | 10% | 10 | accepted challenger |
| business-banking | Bank of America | 0% | 32% | 25 | criticized challenger |
| business-banking | Wells Fargo | 0% | 56% | 18 | criticized challenger |
| business-banking | Citibank | 0% | 70% | 10 | criticized challenger |
| cap-table-management | Carta | 51% | 19% | 68 | endorsed leader |
| cap-table-management | Pulley | 12% | 25% | 56 | criticized challenger |
| cap-table-management | Cake Equity | 10% | 3% | 39 | accepted challenger |
| cap-table-management | Qapita | 8% | 8% | 24 | accepted challenger |
| cap-table-management | Eqvista | 8% | 11% | 35 | accepted challenger |
| cap-table-management | Fidelity Private Shares | 2% | 7% | 15 | accepted challenger |
| cap-table-management | Shareworks | 2% | 36% | 28 | criticized challenger |
| cap-table-management | Ledgy | 0% | 0% | 39 | accepted challenger |
| cap-table-management | AngelList Stack | 0% | 62% | 13 | criticized challenger |
| entity-management | Athennian | 22% | 17% | 41 | accepted challenger |
| entity-management | EntityKeeper | 16% | 3% | 31 | accepted challenger |
| entity-management | Commenda | 8% | 17% | 18 | accepted challenger |
| entity-management | MinuteBox | 6% | 0% | 17 | accepted challenger |
| entity-management | Filejet | 6% | 7% | 14 | accepted challenger |
| entity-management | Corporify | 4% | 0% | 11 | accepted challenger |
| entity-management | Diligent Entities | 4% | 27% | 37 | criticized challenger |
| entity-management | Carta | 2% | 0% | 11 | accepted challenger |
| entity-management | DiliTrust Governance Suite | 2% | 10% | 10 | accepted challenger |
| entity-management | CT Corporation Entity Management | 0% | 15% | 13 | accepted challenger |
| entity-management | CSC Entity Management | 0% | 29% | 24 | criticized challenger |
| entity-management | Computershare GEMS | 0% | 31% | 16 | criticized challenger |
| financial-close-management | FloQast | 60% | 12% | 49 | endorsed leader |
| financial-close-management | Numeric | 13% | 0% | 34 | accepted challenger |
| financial-close-management | BlackLine | 4% | 57% | 47 | criticized challenger |
| financial-close-management | Planful | 2% | 0% | 10 | accepted challenger |
| financial-close-management | Trintech Adra | 0% | 0% | 18 | accepted challenger |
| financial-close-management | OneStream | 0% | 33% | 18 | criticized challenger |
| financial-close-management | Workiva | 0% | 35% | 26 | criticized challenger |
| financial-close-management | Trintech | 0% | 36% | 14 | criticized challenger |
| saas-metrics-and-analytics | ChartMogul | 46% | 9% | 58 | endorsed leader |
| saas-metrics-and-analytics | ProfitWell Metrics | 12% | 21% | 38 | accepted challenger |
| saas-metrics-and-analytics | Looker Studio | 8% | 6% | 17 | accepted challenger |
| saas-metrics-and-analytics | Databox | 6% | 5% | 22 | accepted challenger |
| saas-metrics-and-analytics | Baremetrics | 4% | 16% | 45 | accepted challenger |
| saas-metrics-and-analytics | Maxio | 2% | 0% | 19 | accepted challenger |
| saas-metrics-and-analytics | PostHog | 2% | 0% | 20 | accepted challenger |
| saas-metrics-and-analytics | Looker | 2% | 7% | 14 | accepted challenger |
| saas-metrics-and-analytics | Amplitude | 2% | 29% | 21 | criticized challenger |
| saas-metrics-and-analytics | Mixpanel | 0% | 15% | 27 | accepted challenger |
| saas-metrics-and-analytics | Microsoft Power BI | 0% | 19% | 16 | accepted challenger |
| saas-metrics-and-analytics | Tableau | 0% | 25% | 12 | criticized challenger |
| sales-tax-automation | Avalara AvaTax | 34% | 17% | 54 | endorsed leader |
| sales-tax-automation | TaxCloud | 27% | 3% | 34 | accepted challenger |
| sales-tax-automation | Taxwire | 20% | 0% | 17 | accepted challenger |
| sales-tax-automation | TaxJar | 5% | 14% | 51 | accepted challenger |
| sales-tax-automation | Zamp | 2% | 0% | 14 | accepted challenger |
| sales-tax-automation | Anrok | 2% | 4% | 24 | accepted challenger |
| sales-tax-automation | Vertex | 2% | 26% | 39 | criticized challenger |
| sales-tax-automation | Quaderno | 0% | 8% | 13 | accepted challenger |
| sales-tax-automation | Sovos | 0% | 14% | 21 | accepted challenger |
| sales-tax-automation | Stripe Tax | 0% | 17% | 18 | accepted challenger |

## Treatment of lab-affiliated products by model

Self-preference is only measurable with a control group: how the lab's own model treats its products compared with how every other model treats the same products. Anthropic, OpenAI, Google have no products in the covered categories with enough labels to measure, so nothing is claimed about them.

## Discontinued products recommended

None in this run.

## Normalization

Unresolved, 300 labels counted under the raw name, for human review:

Axos Bank Basic Business Checking in business-banking (4), Cometly in saas-metrics-and-analytics (3), Ironclad in entity-management (3), Altvia in board-and-investor-reporting (2), Bank of America Business Advantage Fundamentals in business-banking (2), Box in board-and-investor-reporting (2), Capital One Enhanced Checking in business-banking (2), Citizens in business-banking (2), Discover Bank in business-banking (2), Easy Board in board-and-investor-reporting (2), Freehand in accounts-receivable-automation (2), Huntington in business-banking (2), KeyBank in business-banking (2), N26 Business in business-banking (2), Ploxir in saas-metrics-and-analytics (2), Regions in business-banking (2), Tailor Brands in entity-management (2), Toolboks in saas-metrics-and-analytics (2), AWS Entity Resolution in entity-management (1), ActivTrak in financial-close-management (1), Admincontrol in board-and-investor-reporting (1), Adra Balancer in financial-close-management (1), Allvue in board-and-investor-reporting (1), AngelList Equity / Stack in cap-table-management (1), Angellist/Forge in board-and-investor-reporting (1), Ansarada Board in board-and-investor-reporting (1), Athena Intelligence in entity-management (1), Athenneum in entity-management (1), Athenthian in entity-management (1), Atlas HXM in entity-management (1), Attribution in saas-metrics-and-analytics (1), Attribution.com in saas-metrics-and-analytics (1), Axos Business Banking in business-banking (1), Axos Rewards in business-banking (1), BILL / formerly Bill.com in accounts-receivable-automation (1), BILL Accounts Receivable in accounts-receivable-automation (1), BMO Digital Business Checking in business-banking (1), Balance in accounts-receivable-automation (1), Bank of America Business Checking in business-banking (1), Bank of America Global Commercial Banking in business-banking (1), Baremetrics Free Tier in saas-metrics-and-analytics (1), BillForward in accounts-payable-automation (1), Bla in accounts-receivable-automation (1), Board Intelligence / traditional FP&A in board-and-investor-reporting (1), BoardRoom in board-and-investor-reporting (1), Boardbookie in entity-management (1), Brexit in business-banking (1), Briefer.vc in board-and-investor-reporting (1), CSC (Corporation Service Company) Entity Manager in entity-management (1), CSC (Corporation Service Company) Tooling in entity-management (1), CSC GlobalSecurity in entity-management (1), CT Corporation's hCue in entity-management (1), Cabal in board-and-investor-reporting (1), CapTableFree in cap-table-management (1), Capital One Financial Corp. in business-banking (1), Carta / Clerky / Firstbase in entity-management (1), Carta Investor Relations Module in board-and-investor-reporting (1), Catalyst in saas-metrics-and-analytics (1), ChartMogul Free Tier in saas-metrics-and-analytics (1), ChartMogul’s free tier in saas-metrics-and-analytics (1), Chartio in saas-metrics-and-analytics (1), ChatFin in financial-close-management (1), Citizens Bank – Clearly Better Business Checking in business-banking (1), Citizens Clearly Better in business-banking (1), Cloudflare Analytics in saas-metrics-and-analytics (1), Cogency Global in entity-management (1), Collibra Data Intelligence Cloud in entity-management (1), Comerica Bank in business-banking (1), Confluence in board-and-investor-reporting (1), Conga Compliance Cloud in entity-management (1), Conga Contracts in entity-management (1), Corptax Entity Management in entity-management (1), Coupa AP in accounts-payable-automation (1), Crazy Egg in saas-metrics-and-analytics (1), Creatio in financial-close-management (1), Cumul.io in saas-metrics-and-analytics (1), CustomerScore.io in saas-metrics-and-analytics (1), DBS in business-banking (1), DataReconciliation.com in account-reconciliation (1), DealCruise in financial-close-management (1), Deputy in financial-close-management (1), DeskTime in financial-close-management (1), Detelix in account-reconciliation (1), Digital Federal Credit Union (DCU) – Free Business Checking in business-banking (1), Diligent Boards & Entities in entity-management (1), Diligent Boards / Diligent BoardEffect in board-and-investor-reporting (1), DocuSign in entity-management (1), DocuWare in entity-management (1), Dynamo Software in board-and-investor-reporting (1), ESOP Direct in cap-table-management (1), EXEMPTAX in sales-tax-automation (1), EnGlobe Software System in entity-management (1), Enventys (by OneTrust) in cap-table-management (1), Equiniti in cap-table-management (1), Equity Effect / Certent-style enterprise tools in cap-table-management (1), EquityMethods in cap-table-management (1), Everhour in financial-close-management (1), ExecuTable in board-and-investor-reporting (1), FYRST BASE in business-banking (1), Fides Technology in entity-management (1), Finom in business-banking (1), Finom Solo in business-banking (1), First Citizens in business-banking (1), Focalboard in board-and-investor-reporting (1), Forge in cap-table-management (1), Foundersuite in board-and-investor-reporting (1), Freehand in accounts-payable-automation (1), FullStory in saas-metrics-and-analytics (1), Fundbox in business-banking (1), G-Accept (formerly TaxBridge) in sales-tax-automation (1), GTBank in business-banking (1), Gmail in board-and-investor-reporting (1), GoodData in saas-metrics-and-analytics (1), Google Docs in board-and-investor-reporting (1), Grove in board-and-investor-reporting (1), HSBC Australia in business-banking (1), HSBC UK in business-banking (1), HSP GateWay Entities in entity-management (1), Handelsbanken in business-banking (1), Heartland Tri-State Bank in business-banking (1), Hex in saas-metrics-and-analytics (1), Hokodo in accounts-receivable-automation (1), Holvi in business-banking (1), Holvi Flex in business-banking (1), HomeBank in account-reconciliation (1), Hotjar in saas-metrics-and-analytics (1), Hubstaff in financial-close-management (1), Huntington Bank – Business Checking 100 in business-banking (1), IBM InfoSphere QualityStage in account-reconciliation (1), Icertis in entity-management (1), Ideals Board in board-and-investor-reporting (1), Incorp in entity-management (1), Informatica CDGC in entity-management (1), Informatica Data Quality in account-reconciliation (1), InsightSquared (Levata) in financial-close-management (1), Intapp Walls in entity-management (1), Intrasis in entity-management (1), J.P. Morgan Commercial Banking in business-banking (1), Jetpack Workflow in financial-close-management (1), June in saas-metrics-and-analytics (1), Kanboard in board-and-investor-reporting (1), KlokTech in financial-close-management (1), Kontist Free in business-banking (1), LawDepot in entity-management (1), Ledger (EU-focused) in cap-table-management (1), Lido in accounts-receivable-automation (1), Lloyds Banking Group in business-banking (1), LogRocket in saas-metrics-and-analytics (1), Loyalty Business Banking in business-banking (1), Luzmo in saas-metrics-and-analytics (1), Mercury Business Banking in business-banking (1), Metro Bank in business-banking (1), Mettle in business-banking (1), Microsoft Dynamics 365 Finance collections automation in accounts-receivable-automation (1), Microsoft OneDrive/SharePoint in board-and-investor-reporting (1), Microsoft Project in financial-close-management (1), Microsoft Teams in financial-close-management (1), Mitratech Lawcus in entity-management (1), My Board View by Societ in board-and-investor-reporting (1), N26 Business Standard in business-banking (1), Narrative Control in financial-close-management (1), NatWest Bankline in business-banking (1), NatWest Group in business-banking (1), National Australia Bank (NAB) in business-banking (1), NetDocuments in entity-management (1), NetSuite Financial Close (Oracle NetSuite) in financial-close-management (1), NetSuite Workflow Automation in accounts-payable-automation (1), NetSuite's built-in AP automation in accounts-payable-automation (1), New Relic in saas-metrics-and-analytics (1), NorthOne in business-banking (1), Numeric's Essentials plan in financial-close-management (1), Numeric.ai in account-reconciliation (1), Nutshell in financial-close-management (1), OFX Global Business Account in business-banking (1), Ocorian in entity-management (1), Onfido in entity-management (1), Ontra in entity-management (1), OpenPanel in saas-metrics-and-analytics (1), Optio Incentives in cap-table-management (1), Oracle AP Automation (part of Oracle ERP Cloud) in accounts-payable-automation (1), Oracle ARC in account-reconciliation (1), Oracle EDQ in account-reconciliation (1), Oracle Receivables in accounts-receivable-automation (1), Orion in board-and-investor-reporting (1), Outlook in board-and-investor-reporting (1), PayFlow in accounts-payable-automation (1), PayRequest in accounts-payable-automation (1), Pitchbook in board-and-investor-reporting (1), Plexus in board-and-investor-reporting (1), Precisely in entity-management (1), Productiv in saas-metrics-and-analytics (1), Profisee in entity-management (1), Provenance in board-and-investor-reporting (1), Qntrl in account-reconciliation (1), Quadient Beanworks in accounts-payable-automation (1), Quantexa in entity-management (1), QuickBooks Online + Bill Pay in accounts-payable-automation (1), QuickBooks Time (formerly TSheets) in financial-close-management (1), QuickBooks/Xero built-ins in account-reconciliation (1), Quicken for Legal Entities in entity-management (1), Reconcily in account-reconciliation (1), Reconcycle in account-reconciliation (1), Redwood Finance Automation in financial-close-management (1), Relay Business Banking in business-banking (1), RescueTime in financial-close-management (1), Retain in saas-metrics-and-analytics (1), RevPane in saas-metrics-and-analytics (1), Revlitius (RevLite) in account-reconciliation (1), Royal Bank of Canada (RBC) in business-banking (1), SAP AR in accounts-receivable-automation (1), SAP Account Reconciliation in account-reconciliation (1), SAP Collections Management in accounts-receivable-automation (1), SAP Concur / SAP-native AP tools in accounts-payable-automation (1), SAP ECC/S4 Cockpits in financial-close-management (1), SAP Intercompany Matching and Reconciliation in financial-close-management (1), SAP Master Data Governance in entity-management (1), SIMPL in accounts-payable-automation (1), SRT (Sales Tax Resources) in sales-tax-automation (1), Sage 50 Accounting in account-reconciliation (1), Sales Tax DataLINK in sales-tax-automation (1), Secretariat in entity-management (1), SeedLegels / Carta Lite in entity-management (1), Senzing in entity-management (1), Shield Analytics in saas-metrics-and-analytics (1), Simo (formerly Taxdoo) in sales-tax-automation (1), SkyStem ART in financial-close-management (1), Slice Global Equity in cap-table-management (1), Slope in accounts-receivable-automation (1), SmartDataLink in entity-management (1), Solium Shareworks in cap-table-management (1), Solver / Avolin in account-reconciliation (1), Splink/Zingg in entity-management (1), Spreadsheet Templates (Excel/Google Sheets) in entity-management (1), SprintAP (Rossum) in accounts-payable-automation (1), Stibo Systems in entity-management (1), Stripe’s default Billing dashboard in saas-metrics-and-analytics (1), Superjoin in saas-metrics-and-analytics (1), Supermetrics in saas-metrics-and-analytics (1), TMF Group in entity-management (1), Taiga in board-and-investor-reporting (1), Tamr in entity-management (1), Taxware in sales-tax-automation (1), Tealbook in entity-management (1), Teramind in financial-close-management (1), Tiller in account-reconciliation (1), Truist in business-banking (1), Truist – Simple Business Checking in business-banking (1), Trullium in account-reconciliation (1), U.S. Bank – Essential Business Checking in business-banking (1), UBA in business-banking (1), Umami in saas-metrics-and-analytics (1), Unmanaged Google Drive in board-and-investor-reporting (1), Unwrap in saas-metrics-and-analytics (1), Unwrap.ai in saas-metrics-and-analytics (1), Veriato in financial-close-management (1), Verifile in sales-tax-automation (1), Verint (formerly Avalara) in sales-tax-automation (1), Vistra in entity-management (1), Vivid Business Free Start in business-banking (1), Vostra in entity-management (1), WeKan in board-and-investor-reporting (1), Wells in business-banking (1), Wolters Kluwer CDD in entity-management (1), Woopra in saas-metrics-and-analytics (1), Worldmetrics in accounts-receivable-automation (1), Worldox in entity-management (1), Xceptor in account-reconciliation (1), Xero or QuickBooks Online in account-reconciliation (1), Zenith Bank in business-banking (1), Zoho Invoice/Books in accounts-payable-automation (1), ZoneReconcile in account-reconciliation (1), Zonos in sales-tax-automation (1), eMoney in board-and-investor-reporting (1), eShares in cap-table-management (1), hCue in entity-management (1), hCue (by Wolters Kluwer / CT Corporation) in entity-management (1), ingage in board-and-investor-reporting (1), stratif.io in saas-metrics-and-analytics (1)

Category-scoped resolutions, 293 labels. A bare vendor name was read as that vendor's product for the asked category, which assigns specificity the model did not write; each one is listed so the assumption is visible:

Avalara in sales-tax-automation read as Avalara AvaTax (48), Adra by Trintech in financial-close-management read as Trintech Adra (14), ProfitWell in saas-metrics-and-analytics read as ProfitWell Metrics (14), Chase in business-banking read as Chase Business Banking (13), AppDeck in board-and-investor-reporting read as AppDeck Board Portal (12), Ramp Bill Pay in accounts-payable-automation read as Ramp (11), CT Corporation in entity-management read as CT Corporation Entity Management (9), Bill.com in accounts-payable-automation read as BILL (8), ProfitWell (Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (7), Adra by Trintech in account-reconciliation read as Trintech Adra (6), CSC in entity-management read as CSC Entity Management (6), DiliTrust in entity-management read as DiliTrust Governance Suite (6), Google Looker Studio in saas-metrics-and-analytics read as Looker Studio (6), Aprio in board-and-investor-reporting read as Aprio Board Portal (5), ClearPoint in board-and-investor-reporting read as ClearPoint Strategy (5), DOKKA in financial-close-management read as DOKKA Close (5), JPMorgan Chase in business-banking read as Chase Business Banking (5), NetSuite in account-reconciliation read as Oracle NetSuite (5), Prophix One in financial-close-management read as Prophix (5), BILL AP/AR in accounts-payable-automation read as BILL (4), Bill.com (BILL) in accounts-payable-automation read as BILL (4), QuickBooks in account-reconciliation read as QuickBooks Online (4), Avalara (AvaTax) in sales-tax-automation read as Avalara AvaTax (3), ProfitWell (now Paddle Retain) in saas-metrics-and-analytics read as ProfitWell Metrics (3), Quadient (YayPay) in accounts-receivable-automation read as Quadient AR (3), QuickBooks Bill Pay in accounts-payable-automation read as QuickBooks (3), Vena Solutions in financial-close-management read as Vena (3), AngelList in cap-table-management read as AngelList Stack (2), BILL AP/AR in accounts-receivable-automation read as BILL (2), Bill.com in accounts-receivable-automation read as BILL (2), BlackLine in accounts-receivable-automation read as BlackLine Invoice-to-Cash (2), Chase Business in business-banking read as Chase Business Banking (2), Citi in business-banking read as Citibank (2), Fifth Third in business-banking read as Fifth Third Bank (2), Hevo in account-reconciliation read as Hevo Data (2), Navy Federal in business-banking read as Navy Federal Credit Union (2), PNC in business-banking read as PNC Bank (2), PowerBI in saas-metrics-and-analytics read as Microsoft Power BI (2), QuickBooks in accounts-receivable-automation read as QuickBooks Online (2), Sigma in saas-metrics-and-analytics read as Sigma Computing (2), Xero in sales-tax-automation read as Xero Tax (2), Zoho in account-reconciliation read as Zoho Books (2), Adra in financial-close-management read as Trintech Adra (1), Adra (by Trintech) in account-reconciliation read as Trintech Adra (1), Adra (by Trintech) in financial-close-management read as Trintech Adra (1), Angellist (Wellfound) in cap-table-management read as AngelList Stack (1), Ariba in accounts-payable-automation read as SAP Ariba (1), Avalara (AvaTax + CertCapture) in sales-tax-automation read as Avalara AvaTax (1), Avalara (Avalara AvaTax) in sales-tax-automation read as Avalara AvaTax (1), Axos in business-banking read as Axos Bank (1), BILL AP & AR in accounts-receivable-automation read as BILL (1), Bill.com in account-reconciliation read as BILL (1), CSC (Corporation Service Company) in entity-management read as CSC Entity Management (1), CT Corporation (Wolters Kluwer) in entity-management read as CT Corporation Entity Management (1), CT Corporation (hCue) in entity-management read as CT Corporation Entity Management (1), Cake in cap-table-management read as Cake Equity (1), Chase (Mid-Market Division) in business-banking read as Chase Business Banking (1), Computershare in entity-management read as Computershare GEMS (1), Credit One Bank in business-banking read as Credit One (1), Excel in account-reconciliation read as Microsoft Excel (1), Excel in board-and-investor-reporting read as Microsoft Excel (1), First Republic Bank in business-banking read as First Republic (1), Informatica MDM in entity-management read as Informatica (1), J.P. Morgan in cap-table-management read as J.P. Morgan Workplace Solutions (1), JPMorgan in business-banking read as Chase Business Banking (1), JPMorgan Chase (Chase Business Complete Banking or Performance Checking) in business-banking read as Chase Business Banking (1), JPMorgan Chase (Commercial Banking) in business-banking read as Chase Business Banking (1), Manual Spreadsheets (Excel / Google Sheets) in cap-table-management read as Spreadsheets (1), Oracle Cloud EPM in account-reconciliation read as Oracle Fusion Cloud EPM (1), ProfitWell (by Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (now Paddle Metrics/Retain) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (now part of Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (1), Profitwell in saas-metrics-and-analytics read as ProfitWell Metrics (1), Prophix in account-reconciliation read as Prophix One (1), Quadient in accounts-payable-automation read as Quadient AP (1), Quadient in accounts-receivable-automation read as Quadient AR (1), Quadient (formerly Beanworks) in accounts-payable-automation read as Quadient AP (1), Quadient Accounts Receivable in accounts-receivable-automation read as Quadient AR (1), QuickBooks in sales-tax-automation read as QuickBooks Sales Tax (1), QuickBooks Online in accounts-payable-automation read as QuickBooks (1), QuickBooks Online Simple Start in account-reconciliation read as QuickBooks Online (1), SVB in business-banking read as Silicon Valley Bank (1), Stripe in sales-tax-automation read as Stripe Tax (1), Thomson Reuters in sales-tax-automation read as Thomson Reuters ONESOURCE (1), Transformance in accounts-receivable-automation read as Transformance CollectPulse (1), Vena Solutions in account-reconciliation read as Vena (1), Wave Accounting in account-reconciliation read as Wave (1), Wave Accounting in accounts-receivable-automation read as Wave (1)

Combined answers split into one label per product: Amplitude/Mixpanel, AppDeck/Fairview, Boardable/BoardEffect, CSC Entity Management / CSC Global, Cake Equity / Eqvista, ChatGPT/OpenAI, EntityKeeper / Corpify / Legisway, Excel + Dropbox, GnuCash / Manager, Google Drive/Dropbox, Google Sheets + Looker Studio, Invoiced / Flywire, Looker / Looker Studio, Maxio/SaaSOptics, MineralTree / Quadient AP (Beanworks), NetSuite/Sage Intacct, Notion/Google Slides, Numeral/Kintsugi, Oracle Account Reconciliation / Oracle EPM, ProfitWell/Paddle Retain, ProfitWell/ProfitWell Metrics, Shareworks/Morgan Stanley at Work, TaxJar / Stripe Tax, Trintech/Adra, Visible/Lattice, Zapier/Make

## Appendix: loose paraphrase stability

- Claude Haiku 4.5: a direct first choice kept as first choice or alternative in 3 of 10 categories (30%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, sales-tax-automation
- GPT-5.4 mini: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, saas-metrics-and-analytics
- Gemini 3.5 Flash: a direct first choice kept as first choice or alternative in 10 of 10 categories (100%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, saas-metrics-and-analytics, sales-tax-automation
- Perplexity Sonar: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, saas-metrics-and-analytics, sales-tax-automation
- Grok 4.1 Fast: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics
- Mistral Small: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics
- DeepSeek V4 Flash: a direct first choice kept as first choice or alternative in 9 of 10 categories (90%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, entity-management
- Llama 4 Maverick: a direct first choice kept as first choice or alternative in 2 of 8 categories (25%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, cap-table-management, entity-management, saas-metrics-and-analytics
- Qwen 3.7 Flash: a direct first choice kept as first choice or alternative in 4 of 10 categories (40%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- Kimi K2: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, sales-tax-automation
- GLM 4.7 FlashX: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, saas-metrics-and-analytics
- MiniMax M2.5: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, sales-tax-automation


# Segment: Enterprise

# Finance AI Recommendation Index, run mai-20260918-0023-calibration_b

60 prompts, 12 models, 3,758 raw judge labels, 3,795 scored labels after normalization. Published weights: first choice +3, alternative +2, mention +1, soft negative -2, hard negative -3.

Scored under vendor alias table version v2026-09.2. Raw judge labels are the permanent record; the numbers below are derived from them and are regenerated for every run whenever the alias table changes, so the whole series is always scored under one table version. Resolution of raw names: 3,124 by alias or canonical name, 254 by category-scoped alias, 76 from combined answers split into their products, 0 excluded by rule, 333 unresolved and counted under the raw name.

## Paraphrase stability

Share of categories where a model's first choice set on the direct prompt equals its set on the paraphrase.

| Model | Same | Different | Stability |
|---|---|---|---|
| Claude Haiku 4.5 | 2 | 7 | 22% |
| GPT-5.4 mini | 4 | 6 | 40% |
| Gemini 3.5 Flash | 3 | 7 | 30% |
| Perplexity Sonar | 1 | 9 | 10% |
| Grok 4.1 Fast | 5 | 5 | 50% |
| Mistral Small | 1 | 9 | 10% |
| DeepSeek V4 Flash | 4 | 6 | 40% |
| Llama 4 Maverick | 1 | 8 | 11% |
| Qwen 3.7 Flash | 3 | 7 | 30% |
| Kimi K2 | 1 | 9 | 10% |
| GLM 4.7 FlashX | 2 | 8 | 20% |
| MiniMax M2.5 | 0 | 10 | 0% |

A looser measure, whether a direct first choice survives as a first choice or alternative on the paraphrase, is in the appendix.

## Standing by category

First choice share across the direct, paraphrase, budget and scale prompts and all 12 models. The top product's share is published alongside the label: contested means the top share is at or below 40%, and a category just above the line is not meaningfully different from one just below it. Consensus means every model's direct-prompt first choice is the same single product.

| Category | Top product | Top share | First choices | Status |
|---|---|---|---|---|
| account-reconciliation | BlackLine | 70% | 47 | clear leader |
| accounts-payable-automation | Coupa | 26% | 46 | contested |
| accounts-receivable-automation | HighRadius | 79% | 43 | clear leader |
| board-and-investor-reporting | Nasdaq Boardvantage | 19% | 42 | contested |
| business-banking | Rho | 29% | 49 | contested |
| cap-table-management | Carta | 38% | 39 | contested |
| entity-management | Diligent Entities | 37% | 46 | contested |
| financial-close-management | BlackLine | 64% | 45 | clear leader |
| saas-metrics-and-analytics | ChartMogul | 18% | 45 | contested |
| sales-tax-automation | Avalara AvaTax | 43% | 51 | clear leader |

**account-reconciliation**: BlackLine 70%, Trintech Cadency 9%, Trintech 4%, HighRadius 2%, Insight Software – JustPerform 2%

**accounts-payable-automation**: Coupa 26%, Basware 15%, Tipalti 15%, Medius 13%, HighRadius 11%

**accounts-receivable-automation**: HighRadius 79%, Billtrust 7%, TreviPay 5%, BlackLine Invoice-to-Cash 2%, My DSO Manager 2%

**board-and-investor-reporting**: Diligent Boards 19%, Nasdaq Boardvantage 19%, Q4 12%, Workiva 7%, BoardPro 5%

**business-banking**: Rho 29%, Brex 12%, Chase Business Banking 10%, Mercury 8%, Bank of America 6%

**cap-table-management**: Carta 38%, Shareworks 33%, Morgan Stanley at Work 8%, Astrella 3%, Computershare 3%

**entity-management**: Diligent Entities 37%, CSC Entity Management 13%, Athennian 9%, Lextree 7%, EntityKeeper 4%

**financial-close-management**: BlackLine 64%, FloQast 7%, OneStream 7%, HighRadius 4%, Numeric 4%

**saas-metrics-and-analytics**: ChartMogul 18%, Maxio 16%, Basedash 4%, Databox 4%, Fairview 4%

**sales-tax-automation**: Avalara AvaTax 43%, Vertex 37%, Taxwire 6%, Sovos 2%, Sphere 2%

## Anti-recommendations

Products most often labeled soft or hard negative, with the number of models that did so at least once in the category, and the share of that product's labels in the category that were negative. 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.

- **account-reconciliation**: FloQast (5 models, 1 hard; 7 of 29 labels negative), Microsoft Excel (4 models, 4 hard; 4 of 4 labels negative), Google Sheets (3 models, 3 hard; 3 of 3 labels negative), QuickBooks Online (3 models, 3 hard; 3 of 3 labels negative)
- **accounts-payable-automation**: BILL (10 models, 9 hard; 19 of 34 labels negative), Ramp (7 models, 4 hard; 9 of 21 labels negative), Melio (3 models, 3 hard; 3 of 4 labels negative), AvidXchange (3 models; 4 of 18 labels negative)
- **accounts-receivable-automation**: BILL (6 models, 5 hard; 9 of 13 labels negative), HighRadius (6 models; 6 of 57 labels negative), Chaser (5 models, 4 hard; 5 of 6 labels negative), Kolleno (3 models, 4 hard; 4 of 7 labels negative)
- **board-and-investor-reporting**: Boardable (5 models, 3 hard; 6 of 12 labels negative), OnBoard (5 models, 2 hard; 6 of 30 labels negative), BoardEffect (5 models, 1 hard; 5 of 13 labels negative), Nasdaq Boardvantage (5 models; 7 of 39 labels negative)
- **business-banking**: Mercury (8 models, 4 hard; 12 of 39 labels negative), Wells Fargo (7 models, 6 hard; 9 of 22 labels negative), Bank of America (7 models, 3 hard; 9 of 36 labels negative), Brex (6 models, 3 hard; 9 of 36 labels negative)
- **cap-table-management**: Carta (11 models, 2 hard; 19 of 63 labels negative), Pulley (10 models, 9 hard; 20 of 46 labels negative), Eqvista (6 models, 4 hard; 8 of 16 labels negative), Shareworks (4 models; 4 of 47 labels negative)
- **entity-management**: Diligent Entities (8 models; 8 of 45 labels negative), Computershare GEMS (6 models; 10 of 29 labels negative), Athennian (5 models; 6 of 38 labels negative), EntityKeeper (5 models; 5 of 16 labels negative)
- **financial-close-management**: BlackLine (9 models, 1 hard; 10 of 63 labels negative), FloQast (6 models, 1 hard; 13 of 41 labels negative), Numeric (5 models; 7 of 25 labels negative), OneStream (4 models; 4 of 35 labels negative)
- **saas-metrics-and-analytics**: Baremetrics (8 models, 6 hard; 13 of 30 labels negative), ProfitWell Metrics (7 models, 4 hard; 12 of 20 labels negative), ChartMogul (7 models, 1 hard; 8 of 41 labels negative), Tableau (5 models, 3 hard; 6 of 21 labels negative)
- **sales-tax-automation**: TaxJar (11 models, 9 hard; 23 of 30 labels negative), Avalara AvaTax (9 models, 2 hard; 13 of 67 labels negative), Stripe Tax (6 models, 5 hard; 8 of 12 labels negative), Vertex (6 models; 9 of 65 labels negative)

## Leadership and criticism

First-choice share and negative label rate are independent, so every product with at least 10 labels in a category is placed on both axes. Cutoffs: leader at 30% or more of first choices, criticized at 25% or more negative labels. An endorsed leader is recommended and not criticized; a criticized default is recommended while the models list its problems; a criticized challenger is named mostly to be warned against.

| Category | Product | First-choice share | Negative rate | Labels | Quadrant |
|---|---|---|---|---|---|
| account-reconciliation | BlackLine | 70% | 6% | 62 | endorsed leader |
| account-reconciliation | Trintech Cadency | 9% | 4% | 24 | accepted challenger |
| account-reconciliation | Trintech | 4% | 7% | 29 | accepted challenger |
| account-reconciliation | HighRadius | 2% | 0% | 33 | accepted challenger |
| account-reconciliation | Numeric | 2% | 12% | 17 | accepted challenger |
| account-reconciliation | Oracle Account Reconciliation Cloud | 2% | 23% | 13 | accepted challenger |
| account-reconciliation | ReconArt | 0% | 8% | 12 | accepted challenger |
| account-reconciliation | OneStream | 0% | 9% | 22 | accepted challenger |
| account-reconciliation | FloQast | 0% | 24% | 29 | accepted challenger |
| accounts-payable-automation | Coupa | 26% | 5% | 43 | accepted challenger |
| accounts-payable-automation | Basware | 15% | 4% | 28 | accepted challenger |
| accounts-payable-automation | Tipalti | 15% | 4% | 48 | accepted challenger |
| accounts-payable-automation | Medius | 13% | 3% | 36 | accepted challenger |
| accounts-payable-automation | HighRadius | 11% | 0% | 22 | accepted challenger |
| accounts-payable-automation | Ramp | 4% | 43% | 21 | criticized challenger |
| accounts-payable-automation | SAP Concur | 2% | 6% | 18 | accepted challenger |
| accounts-payable-automation | SAP Ariba | 2% | 8% | 12 | accepted challenger |
| accounts-payable-automation | SAP Concur Invoice | 2% | 17% | 12 | accepted challenger |
| accounts-payable-automation | BILL | 2% | 56% | 34 | criticized challenger |
| accounts-payable-automation | Stampli | 0% | 4% | 23 | accepted challenger |
| accounts-payable-automation | AvidXchange | 0% | 22% | 18 | accepted challenger |
| accounts-receivable-automation | HighRadius | 79% | 11% | 57 | endorsed leader |
| accounts-receivable-automation | Billtrust | 7% | 5% | 37 | accepted challenger |
| accounts-receivable-automation | BlackLine Invoice-to-Cash | 2% | 25% | 12 | criticized challenger |
| accounts-receivable-automation | Sidetrade | 0% | 0% | 13 | accepted challenger |
| accounts-receivable-automation | Esker | 0% | 9% | 22 | accepted challenger |
| accounts-receivable-automation | Versapay | 0% | 17% | 18 | accepted challenger |
| accounts-receivable-automation | Tesorio | 0% | 18% | 17 | accepted challenger |
| accounts-receivable-automation | BILL | 0% | 69% | 13 | criticized challenger |
| board-and-investor-reporting | Diligent Boards | 19% | 12% | 33 | accepted challenger |
| board-and-investor-reporting | Nasdaq Boardvantage | 19% | 18% | 39 | accepted challenger |
| board-and-investor-reporting | BoardPro | 5% | 30% | 10 | criticized challenger |
| board-and-investor-reporting | Diligent | 5% | 40% | 10 | criticized challenger |
| board-and-investor-reporting | OnBoard | 2% | 20% | 30 | accepted challenger |
| board-and-investor-reporting | Board Intelligence | 0% | 0% | 16 | accepted challenger |
| board-and-investor-reporting | Azeus Convene | 0% | 7% | 15 | accepted challenger |
| board-and-investor-reporting | BoardEffect | 0% | 38% | 13 | criticized challenger |
| board-and-investor-reporting | Boardable | 0% | 50% | 12 | criticized challenger |
| business-banking | Rho | 29% | 8% | 26 | accepted challenger |
| business-banking | Brex | 12% | 25% | 36 | criticized challenger |
| business-banking | Chase Business Banking | 10% | 18% | 44 | accepted challenger |
| business-banking | Mercury | 8% | 31% | 39 | criticized challenger |
| business-banking | Bank of America | 6% | 25% | 36 | criticized challenger |
| business-banking | Relay | 4% | 30% | 10 | criticized challenger |
| business-banking | Revolut Business | 4% | 45% | 11 | criticized challenger |
| business-banking | Ramp | 2% | 17% | 12 | accepted challenger |
| business-banking | HSBC | 2% | 19% | 16 | accepted challenger |
| business-banking | Citibank | 2% | 26% | 19 | criticized challenger |
| business-banking | Wells Fargo | 2% | 41% | 22 | criticized challenger |
| business-banking | Airwallex | 0% | 6% | 18 | accepted challenger |
| business-banking | PNC Bank | 0% | 40% | 10 | criticized challenger |
| cap-table-management | Carta | 38% | 30% | 63 | criticized default |
| cap-table-management | Shareworks | 33% | 9% | 47 | endorsed leader |
| cap-table-management | J.P. Morgan Workplace Solutions | 3% | 5% | 19 | accepted challenger |
| cap-table-management | Pulley | 3% | 43% | 46 | criticized challenger |
| cap-table-management | Eqvista | 3% | 50% | 16 | criticized challenger |
| cap-table-management | Qapita | 0% | 5% | 20 | accepted challenger |
| cap-table-management | Ledgy | 0% | 17% | 36 | accepted challenger |
| entity-management | Diligent Entities | 37% | 18% | 45 | endorsed leader |
| entity-management | CSC Entity Management | 13% | 20% | 35 | accepted challenger |
| entity-management | Athennian | 9% | 16% | 38 | accepted challenger |
| entity-management | Wolters Kluwer Legisway | 4% | 25% | 12 | criticized challenger |
| entity-management | EntityKeeper | 4% | 31% | 16 | criticized challenger |
| entity-management | CT Corporation Entity Management | 2% | 20% | 10 | accepted challenger |
| entity-management | Computershare GEMS | 2% | 34% | 29 | criticized challenger |
| entity-management | DiliTrust Governance Suite | 0% | 0% | 10 | accepted challenger |
| entity-management | MinuteBox | 0% | 0% | 10 | accepted challenger |
| financial-close-management | BlackLine | 64% | 16% | 63 | endorsed leader |
| financial-close-management | OneStream | 7% | 11% | 35 | accepted challenger |
| financial-close-management | FloQast | 7% | 32% | 41 | criticized challenger |
| financial-close-management | HighRadius | 4% | 0% | 12 | accepted challenger |
| financial-close-management | Numeric | 4% | 28% | 25 | criticized challenger |
| financial-close-management | Workiva | 2% | 9% | 32 | accepted challenger |
| financial-close-management | Trintech | 0% | 14% | 29 | accepted challenger |
| saas-metrics-and-analytics | ChartMogul | 18% | 20% | 41 | accepted challenger |
| saas-metrics-and-analytics | Maxio | 16% | 6% | 17 | accepted challenger |
| saas-metrics-and-analytics | Microsoft Power BI | 4% | 16% | 25 | accepted challenger |
| saas-metrics-and-analytics | Tableau | 4% | 29% | 21 | criticized challenger |
| saas-metrics-and-analytics | Databox | 4% | 29% | 17 | criticized challenger |
| saas-metrics-and-analytics | Amplitude | 2% | 15% | 26 | accepted challenger |
| saas-metrics-and-analytics | Looker | 2% | 17% | 23 | accepted challenger |
| saas-metrics-and-analytics | ProfitWell Metrics | 2% | 60% | 20 | criticized challenger |
| saas-metrics-and-analytics | PostHog | 0% | 0% | 10 | accepted challenger |
| saas-metrics-and-analytics | Mixpanel | 0% | 25% | 16 | criticized challenger |
| saas-metrics-and-analytics | Baremetrics | 0% | 43% | 30 | criticized challenger |
| sales-tax-automation | Avalara AvaTax | 43% | 19% | 67 | endorsed leader |
| sales-tax-automation | Vertex | 37% | 14% | 65 | endorsed leader |
| sales-tax-automation | Thomson Reuters ONESOURCE | 2% | 4% | 27 | accepted challenger |
| sales-tax-automation | Sovos | 2% | 13% | 47 | accepted challenger |
| sales-tax-automation | Zamp | 2% | 15% | 13 | accepted challenger |
| sales-tax-automation | Stripe Tax | 2% | 67% | 12 | criticized challenger |
| sales-tax-automation | CCH SureTax | 0% | 8% | 12 | accepted challenger |
| sales-tax-automation | Anrok | 0% | 33% | 21 | criticized challenger |
| sales-tax-automation | TaxJar | 0% | 77% | 30 | criticized challenger |

## Treatment of lab-affiliated products by model

Self-preference is only measurable with a control group: how the lab's own model treats its products compared with how every other model treats the same products. Anthropic, OpenAI, Google have no products in the covered categories with enough labels to measure, so nothing is claimed about them.

## Discontinued products recommended

None in this run.

## Normalization

Unresolved, 333 labels counted under the raw name, for human review:

GoodData in saas-metrics-and-analytics (5), Cometly in saas-metrics-and-analytics (3), HappyRobot in accounts-receivable-automation (3), Luzmo in saas-metrics-and-analytics (3), SAP Master Data Governance in entity-management (3), Senzing in entity-management (3), Tableau Cloud in saas-metrics-and-analytics (3), Tamr in entity-management (3), CloudFuze Manage in saas-metrics-and-analytics (2), Collibra Data Intelligence Cloud in entity-management (2), Embeddable in saas-metrics-and-analytics (2), Fiserv Frontier Reconciliation in account-reconciliation (2), Harbor in entity-management (2), Informatica Intelligent Data Governance in entity-management (2), Ironclad in entity-management (2), OneDrive in board-and-investor-reporting (2), Qlik Cloud in saas-metrics-and-analytics (2), Slice in cap-table-management (2), Tranch in accounts-receivable-automation (2), Upwell in accounts-receivable-automation (2), Veyo in cap-table-management (2), hCue in entity-management (2), 10x Banking in business-banking (1), ABN AMRO in business-banking (1), ARRGuide in saas-metrics-and-analytics (1), AWS Entity Resolution in entity-management (1), Abbyy in accounts-payable-automation (1), Allard IR in board-and-investor-reporting (1), Allvue Systems in board-and-investor-reporting (1), Altvia in board-and-investor-reporting (1), Amazon QuickSight in board-and-investor-reporting (1), AppSheet in accounts-payable-automation (1), Aprio BoardPortal in board-and-investor-reporting (1), Assure in account-reconciliation (1), Astrella (by EQ) & EquiTrax (EQ) in cap-table-management (1), Ataccama ONE in entity-management (1), AutoPayables in accounts-payable-automation (1), Avalara Marketplace Solutions in sales-tax-automation (1), Avasis in accounts-payable-automation (1), BMO in business-banking (1), BMO Bank in business-banking (1), BNSF Bank in business-banking (1), BNY Mellon in business-banking (1), Bank of America Business / Treasury Management in business-banking (1), Bank of America Business Advantage / cash management in business-banking (1), BigCommerce/Amazon calculators in sales-tax-automation (1), BlackSun in financial-close-management (1), Blitzllama in saas-metrics-and-analytics (1), BoardDocs in board-and-investor-reporting (1), BoardSite in board-and-investor-reporting (1), Boardvox (Nuvem) in board-and-investor-reporting (1), Boardwise in board-and-investor-reporting (1), Box in board-and-investor-reporting (1), Brex Bill Pay in accounts-payable-automation (1), Brex Business Banking in business-banking (1), Brex Premium Plan in business-banking (1), CFO Particeps in board-and-investor-reporting (1), Capitalia in cap-table-management (1), Captable.io in cap-table-management (1), Carta Enterprise Suite in cap-table-management (1), Carta enterprise tiers in cap-table-management (1), CartaX (Carta's private secondary trading desk) in cap-table-management (1), Celosync in account-reconciliation (1), Centi in cap-table-management (1), Certiain in cap-table-management (1), China Construction Bank in business-banking (1), Close.com in financial-close-management (1), CloseCore in financial-close-management (1), CluedIn in entity-management (1), Cogency in entity-management (1), Cointab in account-reconciliation (1), Collatio by SCRY AI in accounts-payable-automation (1), Collect! in accounts-receivable-automation (1), Commerzbank in business-banking (1), Computershare's Astrella in cap-table-management (1), Conduent in accounts-payable-automation (1), Conduent in accounts-receivable-automation (1), Conga Compliance Cloud in entity-management (1), Convene/Azeus in board-and-investor-reporting (1), Corporater in entity-management (1), Corporation Pro Tech (CPT) in entity-management (1), Creatio in financial-close-management (1), Credit Suisse in business-banking (1), CtrlPrint in board-and-investor-reporting (1), Cyber​​Grind in entity-management (1), Dashrendr in saas-metrics-and-analytics (1), Data Ladder in entity-management (1), DataBrain in saas-metrics-and-analytics (1), Datadog Product Analytics / Metrics in saas-metrics-and-analytics (1), DebtAgent in accounts-receivable-automation (1), Dexco in entity-management (1), Diligent Boards / Diligent Board & Leadership Collaboration in board-and-investor-reporting (1), Diligent Entity Management in entity-management (1), Discern Entity Manager in entity-management (1), Dropbox Sign in board-and-investor-reporting (1), Dunwise in accounts-receivable-automation (1), Dynamo Software in board-and-investor-reporting (1), E*TRADE Corporate Services (now part of Morgan Stanley) in cap-table-management (1), EQS COCKPIT in board-and-investor-reporting (1), EQuinet in cap-table-management (1), Eco in accounts-receivable-automation (1), EntityIQ in entity-management (1), Equiniti in cap-table-management (1), Equinote in cap-table-management (1), FIS Treasury, Risk and Payment Suite in business-banking (1), Fast.io in board-and-investor-reporting (1), Fidelity in cap-table-management (1), Fidelity Equity Management Solutions (NetBenefits) in cap-table-management (1), Fidelity Equity Plan Services in cap-table-management (1), Fidelity Equity Services in cap-table-management (1), Fidelity Stock Plan Services in cap-table-management (1), Finance Copilot in account-reconciliation (1), Fincome in saas-metrics-and-analytics (1), First Abu Dhabi Bank (FAB) in business-banking (1), First Citizens (formerly SVB) in business-banking (1), Flexera One SaaS Management in saas-metrics-and-analytics (1), Freehand in accounts-payable-automation (1), FreshBooks AP extensions in accounts-payable-automation (1), FreshBooks Extensions in accounts-receivable-automation (1), FullStory in saas-metrics-and-analytics (1), GSI in entity-management (1), Galileo in business-banking (1), Gresham Technologies (Clareti) in account-reconciliation (1), Gust Equity in cap-table-management (1), HFM in financial-close-management (1), HSBC Corporate Card in business-banking (1), Harbor Compliance / Harbor Global in entity-management (1), Helical Insight in saas-metrics-and-analytics (1), HighRadius' AI Powered Bank Reconciliation Software in account-reconciliation (1), Hotjar in saas-metrics-and-analytics (1), HubSpot Marketing Analytics in saas-metrics-and-analytics (1), HubSpot Sales Hub Enterprise in financial-close-management (1), Hyperline in saas-metrics-and-analytics (1), IBM InfoSphere MDM in entity-management (1), IBM Watson (InfoSphere) in entity-management (1), ICBC (Industrial and Commercial Bank of China) in business-banking (1), ING Wholesale Banking in business-banking (1), IQBackOffice in accounts-payable-automation (1), Icertis in entity-management (1), Icertis Contract Intelligence in entity-management (1), Incentrium in cap-table-management (1), Industrial and Commercial Bank of China (ICBC) in business-banking (1), Informatica Enterprise Data Catalog / MDM in entity-management (1), InnovestX in board-and-investor-reporting (1), Insight Software – JustPerform (formerly "JustPerform" Reconciliation) in account-reconciliation (1), Integreon in entity-management (1), Intralinks in board-and-investor-reporting (1), Irwin CRM in board-and-investor-reporting (1), J.P. Morgan Chase Commercial Banking in business-banking (1), J.P. Morgan Commercial / Corporate Treasury in business-banking (1), J.P. Morgan Global Shares / Workplace Solutions in cap-table-management (1), J.Sam Solutions in account-reconciliation (1), Jack Henry in business-banking (1), KeyBank in business-banking (1), Klipfolio PowerMetrics in saas-metrics-and-analytics (1), LEAP Entity Management in entity-management (1), LTSE (Long Term Stock Exchange) in cap-table-management (1), Ledger in cap-table-management (1), Legalinc in entity-management (1), Lemonade in business-banking (1), MUFG in business-banking (1), Maatdesk in entity-management (1), MatchLogic in entity-management (1), Microsoft Business Central's native AR tools in accounts-receivable-automation (1), Microsoft Dynamics 365 Sales in financial-close-management (1), Microsoft Dynamics financial modules in saas-metrics-and-analytics (1), Microsoft Fabric in saas-metrics-and-analytics (1), Microsoft Power BI Premium + Microsoft Fabric in saas-metrics-and-analytics (1), Microsoft PowerApps in entity-management (1), Microsoft SharePoint in board-and-investor-reporting (1), Microsoft Teams in board-and-investor-reporting (1), Microsoft Word Online in board-and-investor-reporting (1), Mitzu in saas-metrics-and-analytics (1), Mizuho Bank in business-banking (1), Monto in accounts-receivable-automation (1), Morgan Stanley Private Wealth in cap-table-management (1), MyCorporations (Enterprise Edition) in entity-management (1), Nasdaq IR Insight / IR Intelligence in board-and-investor-reporting (1), NatWest/RBS (UK) in business-banking (1), Native ERP Modules in accounts-payable-automation (1), NetSuite + Subscription Metrics (or R3S SuiteApp) in saas-metrics-and-analytics (1), NetSuite Account Reconciliation in account-reconciliation (1), NetSuite's basic tax module in sales-tax-automation (1), NetSuite’s basic AR in accounts-receivable-automation (1), Nordea Bank in business-banking (1), Novvl in account-reconciliation (1), Novvl – Enterprise tier in account-reconciliation (1), Nume in board-and-investor-reporting (1), Omni in saas-metrics-and-analytics (1), Omni Analytics in saas-metrics-and-analytics (1), Omnipresent in entity-management (1), OneLegal in entity-management (1), Optio Incentives in cap-table-management (1), Oracle Banking in business-banking (1), Oracle Cloud ERP / Oracle Banking Platform in business-banking (1), Oracle EPM Account Reconciliation in account-reconciliation (1), Oracle Financials / Payables Agent in accounts-payable-automation (1), Oracle Fusion Cloud EPM Account Reconciliation (ARCS) in account-reconciliation (1), Oracle Fusion Cloud Enterprise Performance Management (EPM) in financial-close-management (1), Oracle Fusion Cloud Sales / Oracle CX in financial-close-management (1), Oracle Hyperion Financial Close Management / Oracle Cloud EPM in account-reconciliation (1), Oracle Receivables in accounts-receivable-automation (1), Oracle Reconciliation Compliance in account-reconciliation (1), OutSystems in accounts-payable-automation (1), PNB (India) in business-banking (1), PTC Vuforia in accounts-receivable-automation (1), Paymode in accounts-payable-automation (1), Pledge in cap-table-management (1), Plouton AI in accounts-payable-automation (1), Precisely in entity-management (1), Productiv in saas-metrics-and-analytics (1), Profisee in entity-management (1), ProfitWell/Stripe Metrics in saas-metrics-and-analytics (1), Proxymity in board-and-investor-reporting (1), PwC in accounts-receivable-automation (1), Python/Pandas scripts in account-reconciliation (1), Q2 in business-banking (1), Q2:IR in board-and-investor-reporting (1), Quantexa in entity-management (1), QuickBooks-based AP add-ons and starter tools in accounts-payable-automation (1), QuickFee in accounts-receivable-automation (1), R3S SuiteApp in saas-metrics-and-analytics (1), RBC Express Banking in business-banking (1), Reconciler.co – Scale plan in account-reconciliation (1), Regions Bank in business-banking (1), SAP Accounting and Financial Close / SAP Advanced Financial Closing in financial-close-management (1), SAP Accounts Receivable in accounts-receivable-automation (1), SAP Built‑in (EBS/FEBAN) in account-reconciliation (1), SAP Close Management in financial-close-management (1), SAP Cloud ERP / SAP-based AP tooling in accounts-payable-automation (1), SAP Financial Close / SAP Accounting Automation by BlackLine in financial-close-management (1), SAP Financial Closing (via SAP Advanced Financial Closing) in account-reconciliation (1), SAP Intelligent RPA in accounts-payable-automation (1), SAP S4/HANA in accounts-payable-automation (1), SAP Sales Cloud in financial-close-management (1), SAP native revenue reports in saas-metrics-and-analytics (1), SAP-native close/reconciliation tools in account-reconciliation (1), SAP/Oracle-native options in accounts-payable-automation (1), SAP/Oracle/NetSuite AR module in accounts-receivable-automation (1), Sage AR Automation in accounts-receivable-automation (1), Salesforce Tax in sales-tax-automation (1), Satva Solutions in account-reconciliation (1), Semarchy in entity-management (1), ServiceNow's SaaS Overview Dashboard in saas-metrics-and-analytics (1), SkyStem in financial-close-management (1), Slice Global Equity in cap-table-management (1), Société Générale Wholesale in business-banking (1), Solarisbank in business-banking (1), Solium Capital (now part of Morgan Stanley at Work) in cap-table-management (1), Specie in business-banking (1), Splink in entity-management (1), Squarespace in board-and-investor-reporting (1), Stibo Systems in entity-management (1), Stripe Billing/Analytics native reports in saas-metrics-and-analytics (1), Stripe Treasury / Stripe Issuing in business-banking (1), SugarCRM in financial-close-management (1), Sutton Bank in business-banking (1), Synctera in business-banking (1), Syntellis in board-and-investor-reporting (1), TRIG (by Thoma Bravo) in account-reconciliation (1), Tableau + Salesforce Data Cloud (Enterprise) in saas-metrics-and-analytics (1), Tableau Creator in board-and-investor-reporting (1), TeamConnect in entity-management (1), TeamViewer Frontline in accounts-receivable-automation (1), Teamed in entity-management (1), Teams in board-and-investor-reporting (1), The Q4 Platform in board-and-investor-reporting (1), Thomson Reuters/CCH in sales-tax-automation (1), Thought Machine in business-banking (1), Tiger Technology in saas-metrics-and-analytics (1), Tilores in entity-management (1), TovaBills in business-banking (1), Tratta in accounts-receivable-automation (1), U.S. Bank Corporate & Commercial Banking in business-banking (1), USAA in business-banking (1), United Overseas Bank (UOB) in business-banking (1), Vantage / Spoke in cap-table-management (1), Vertex Inc. in sales-tax-automation (1), Vinyl Equity in cap-table-management (1), WEDO in entity-management (1), Wallester Business in business-banking (1), Wells Fargo / PNC / similar large banks in business-banking (1), Wells Fargo Treasury Management in business-banking (1), Withorb in saas-metrics-and-analytics (1), Wix in board-and-investor-reporting (1), Wolters Kluwer CCH Axcess World in entity-management (1), Wolters Kluwer OneSource in sales-tax-automation (1), Wolters Kluwer TyMetrix 360° in entity-management (1), Workflow in entity-management (1), Workiva / others in accounts-receivable-automation (1), Xumane in cap-table-management (1), Zingg in entity-management (1), ZoneReconcile (by Zone & Co) in account-reconciliation (1), Zuora Tax in sales-tax-automation (1), data-mania in saas-metrics-and-analytics (1), eFront in board-and-investor-reporting (1), eFront/Altvia in board-and-investor-reporting (1), eShares (now part of Carta) in cap-table-management (1), icCube in saas-metrics-and-analytics (1), insightsoftware JustPerform in account-reconciliation (1), thefrontkit in saas-metrics-and-analytics (1)

Category-scoped resolutions, 254 labels. A bare vendor name was read as that vendor's product for the asked category, which assigns specificity the model did not write; each one is listed so the assumption is visible:

Avalara in sales-tax-automation read as Avalara AvaTax (56), JPMorgan Chase in business-banking read as Chase Business Banking (17), Citi in business-banking read as Citibank (9), ProfitWell in saas-metrics-and-analytics read as ProfitWell Metrics (9), Bill.com in accounts-payable-automation read as BILL (8), Chase in business-banking read as Chase Business Banking (8), CSC in entity-management read as CSC Entity Management (7), BlackLine in accounts-receivable-automation read as BlackLine Invoice-to-Cash (6), DiliTrust in entity-management read as DiliTrust Governance Suite (6), Oracle Cloud EPM in account-reconciliation read as Oracle Fusion Cloud EPM (6), Aprio in board-and-investor-reporting read as Aprio Board Portal (5), Avalara (AvaTax) in sales-tax-automation read as Avalara AvaTax (5), CT Corporation in entity-management read as CT Corporation Entity Management (5), Excel in account-reconciliation read as Microsoft Excel (4), J.P. Morgan in business-banking read as Chase Business Banking (4), JPMorgan in business-banking read as Chase Business Banking (4), Ramp Bill Pay in accounts-payable-automation read as Ramp (4), Adra in financial-close-management read as Trintech Adra (3), Bill.com in accounts-receivable-automation read as BILL (3), Computershare in entity-management read as Computershare GEMS (3), PNC in business-banking read as PNC Bank (3), Adra by Trintech in financial-close-management read as Trintech Adra (2), AppDeck in board-and-investor-reporting read as AppDeck Board Portal (2), Avalara (AvaTax & CertCapture) in sales-tax-automation read as Avalara AvaTax (2), CSC (Corporation Service Company) in entity-management read as CSC Entity Management (2), Excel in entity-management read as Microsoft Excel (2), Google BigQuery in saas-metrics-and-analytics read as BigQuery (2), J.P. Morgan Chase in business-banking read as Chase Business Banking (2), NetSuite in financial-close-management read as Oracle NetSuite (2), Oracle EPM in financial-close-management read as Oracle Fusion Cloud EPM (2), Oracle FCCS in financial-close-management read as Oracle Financial Consolidation and Close (2), PowerBI in saas-metrics-and-analytics read as Microsoft Power BI (2), ProfitWell (Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (2), ProfitWell (now Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (2), Quadient in accounts-receivable-automation read as Quadient AR (2), QuickBooks in account-reconciliation read as QuickBooks Online (2), SVB in business-banking read as Silicon Valley Bank (2), Sigma in saas-metrics-and-analytics read as Sigma Computing (2), Wolters Kluwer CCH Tagetik in account-reconciliation read as CCH Tagetik (2), Adra (by Trintech) in financial-close-management read as Trintech Adra (1), Adra by Trintech (and Trintech Cadency) in financial-close-management read as Trintech Adra (1), AngelList in cap-table-management read as AngelList Stack (1), Angellist in cap-table-management read as AngelList Stack (1), Avalara (AvaTax + Returns + CertCapture) in sales-tax-automation read as Avalara AvaTax (1), BILL AP/AR in accounts-payable-automation read as BILL (1), BILL.com in accounts-payable-automation read as BILL (1), Bill.com (or Bill) in accounts-payable-automation read as BILL (1), CSC (CSC Global) in entity-management read as CSC Entity Management (1), CT Corporation (Wolters Kluwer CT Corporation System) in entity-management read as CT Corporation Entity Management (1), CT Corporation (hCue by Wolters Kluwer) in entity-management read as CT Corporation Entity Management (1), Citi (Citi Services) in business-banking read as Citibank (1), Citi (Treasury and Trade Solutions) in business-banking read as Citibank (1), Fifth Third in business-banking read as Fifth Third Bank (1), First Republic Bank in business-banking read as First Republic (1), J.P. Morgan (Payments & Commercial Banking) in business-banking read as Chase Business Banking (1), J.P. Morgan Chase (Chase Commercial Banking) in business-banking read as Chase Business Banking (1), JPMorgan Chase (Chase Enterprise Plans) in business-banking read as Chase Business Banking (1), NBKC Bank in business-banking read as NBKC (1), NetSuite in account-reconciliation read as Oracle NetSuite (1), NetSuite in accounts-payable-automation read as Oracle NetSuite (1), NetSuite (Oracle) in financial-close-management read as Oracle NetSuite (1), ONESOURCE in sales-tax-automation read as Thomson Reuters ONESOURCE (1), Oracle Account Reconciliation Cloud Service (ARCS) in account-reconciliation read as Oracle Account Reconciliation Cloud (1), Oracle Cloud EPM (FCCS & ARCS) in financial-close-management read as Oracle Fusion Cloud EPM (1), Oracle EPM (Account Reconciliation – ARCS) in account-reconciliation read as Oracle Fusion Cloud EPM (1), Oracle EPM (FCCS/ARCS) in financial-close-management read as Oracle Fusion Cloud EPM (1), Oracle FCCS (Financial Consolidation and Close Cloud Service) in financial-close-management read as Oracle Financial Consolidation and Close (1), PowerBI in board-and-investor-reporting read as Microsoft Power BI (1), ProfitWell (by Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (free tier) in saas-metrics-and-analytics read as ProfitWell Metrics (1), Prophix in account-reconciliation read as Prophix One (1), Prophix One in financial-close-management read as Prophix (1), Quadient (YayPay) in accounts-receivable-automation read as Quadient AR (1), Quadient Accounts Receivable in accounts-receivable-automation read as Quadient AR (1), QuickBooks Bill Pay in accounts-payable-automation read as QuickBooks (1), Salesforce Sales Cloud in financial-close-management read as Salesforce (1), Synapse in business-banking read as Synapse Financial Technologies (1), Temenos Transact in business-banking read as Temenos (1), Thomson Reuters (ONESOURCE) in sales-tax-automation read as Thomson Reuters ONESOURCE (1), Vertex O Series in sales-tax-automation read as Vertex (1), Wolters Kluwer CCH SureTax in sales-tax-automation read as CCH SureTax (1), Xero in sales-tax-automation read as Xero Tax (1)

Combined answers split into one label per product: Anaplan / Adaptive Insights (with recon modules), Astrella/LTSE Equity, Bank of America / JPMorgan Chase (Business & Corporate Banking), BoardPro / Govenda, Brex / Ramp, Chargebee / ChartMogul, Computershare GEMS / EnGlobe, DiliTrust / Legisway, DiliTrust Governance Suite / Legisway, Diligent / HighBond, Diligent Boards / BoardVantage, Diligent/Shareworks, GEMS/Computershare, Heap/PostHog, J.P. Morgan Workplace Solutions/Global Shares, JPMorgan Chase / Chase Business Complete Banking, JPMorgan Chase / Citi, Looker / Qlik, Looker/Snowflake/dbt, Looker/Tableau, Morgan Stanley at Work / Shareworks, NetSuite (SuiteBilling & NetSuite Subscription Metrics) / Sage Intacct, NetSuite / Sage Intacct, Oracle FCCS/Hyperion, Oracle Fusion Cloud EPM / Hyperion, Oracle Fusion Cloud ERP / Hyperion, Power BI / Tableau, ProfitWell/Paddle Retain, Prophix One / CCH Tagetik, Ramp / Airbase, SAP Ariba / SAP Concur, SAP Concur / Ariba, SAP Concur/Ariba, SharePoint + Power BI, Shareworks / Certent Equity Management, Shareworks / Global Shares, Trintech Cadency/Adra, Vena / Cube

## Appendix: loose paraphrase stability

- Claude Haiku 4.5: a direct first choice kept as first choice or alternative in 3 of 9 categories (33%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation
- GPT-5.4 mini: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics
- Gemini 3.5 Flash: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation
- Perplexity Sonar: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- Grok 4.1 Fast: a direct first choice kept as first choice or alternative in 9 of 10 categories (90%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, saas-metrics-and-analytics
- Mistral Small: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- DeepSeek V4 Flash: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, saas-metrics-and-analytics, sales-tax-automation
- Llama 4 Maverick: a direct first choice kept as first choice or alternative in 1 of 9 categories (11%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management
- Qwen 3.7 Flash: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation
- Kimi K2: a direct first choice kept as first choice or alternative in 6 of 10 categories (60%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation
- GLM 4.7 FlashX: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- MiniMax M2.5: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation


# Segment: Small business

# Finance AI Recommendation Index, run mai-20260918-0023-calibration_b

60 prompts, 12 models, 3,624 raw judge labels, 3,648 scored labels after normalization. Published weights: first choice +3, alternative +2, mention +1, soft negative -2, hard negative -3.

Scored under vendor alias table version v2026-09.2. Raw judge labels are the permanent record; the numbers below are derived from them and are regenerated for every run whenever the alias table changes, so the whole series is always scored under one table version. Resolution of raw names: 3,058 by alias or canonical name, 277 by category-scoped alias, 49 from combined answers split into their products, 0 excluded by rule, 253 unresolved and counted under the raw name.

## Paraphrase stability

Share of categories where a model's first choice set on the direct prompt equals its set on the paraphrase.

| Model | Same | Different | Stability |
|---|---|---|---|
| Claude Haiku 4.5 | 1 | 8 | 11% |
| GPT-5.4 mini | 1 | 9 | 10% |
| Gemini 3.5 Flash | 4 | 6 | 40% |
| Perplexity Sonar | 3 | 7 | 30% |
| Grok 4.1 Fast | 3 | 7 | 30% |
| Mistral Small | 0 | 10 | 0% |
| DeepSeek V4 Flash | 0 | 10 | 0% |
| Llama 4 Maverick | 0 | 8 | 0% |
| Qwen 3.7 Flash | 2 | 8 | 20% |
| Kimi K2 | 4 | 6 | 40% |
| GLM 4.7 FlashX | 0 | 10 | 0% |
| MiniMax M2.5 | 0 | 10 | 0% |

A looser measure, whether a direct first choice survives as a first choice or alternative on the paraphrase, is in the appendix.

## Standing by category

First choice share across the direct, paraphrase, budget and scale prompts and all 12 models. The top product's share is published alongside the label: contested means the top share is at or below 40%, and a category just above the line is not meaningfully different from one just below it. Consensus means every model's direct-prompt first choice is the same single product.

| Category | Top product | Top share | First choices | Status |
|---|---|---|---|---|
| account-reconciliation | QuickBooks Online | 40% | 52 | clear leader |
| accounts-payable-automation | BILL | 34% | 47 | contested |
| accounts-receivable-automation | BILL | 22% | 49 | contested |
| board-and-investor-reporting | BoardPro | 30% | 46 | contested |
| business-banking | Mercury | 33% | 46 | contested |
| cap-table-management | Pulley | 32% | 62 | contested |
| entity-management | EntityKeeper | 38% | 48 | contested |
| financial-close-management | Numeric | 41% | 46 | clear leader |
| saas-metrics-and-analytics | ChartMogul | 35% | 48 | contested |
| sales-tax-automation | TaxJar | 32% | 47 | contested |

**account-reconciliation**: QuickBooks Online 40%, Xero 33%, Zoho Books 12%, NCH Express Accounts 4%, Numeric 4%

**accounts-payable-automation**: BILL 34%, Melio 30%, Ramp 19%, QuickBooks 9%, Xero 4%

**accounts-receivable-automation**: BILL 22%, Chaser 16%, Zoho Books 14%, Upflow 12%, Wave 6%

**board-and-investor-reporting**: BoardPro 30%, Boardable 26%, Visible 17%, AppDeck Board Portal 4%, Aleph 2%

**business-banking**: Bluevine 33%, Mercury 33%, Rho 9%, Brex 7%, Novo 4%

**cap-table-management**: Pulley 32%, Cake Equity 16%, Eqvista 16%, Carta 15%, Qapita 6%

**entity-management**: EntityKeeper 38%, ContractZen 12%, Filejet 8%, Athennian 6%, Corporify 6%

**financial-close-management**: Numeric 41%, FloQast 17%, Easy Month End 9%, DOKKA Close 4%, LiveFlow 4%

**saas-metrics-and-analytics**: ChartMogul 35%, ProfitWell Metrics 17%, Baremetrics 15%, Databox 10%, Looker Studio 6%

**sales-tax-automation**: TaxJar 32%, TaxCloud 21%, Avalara AvaTax 17%, Zamp 9%, Anrok 6%

## Anti-recommendations

Products most often labeled soft or hard negative, with the number of models that did so at least once in the category, and the share of that product's labels in the category that were negative. 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.

- **account-reconciliation**: BlackLine (10 models, 11 hard; 27 of 36 labels negative), FloQast (7 models, 4 hard; 16 of 37 labels negative), Trintech (4 models, 3 hard; 6 of 8 labels negative), QuickBooks Online (4 models; 4 of 60 labels negative)
- **accounts-payable-automation**: Tipalti (10 models, 3 hard; 13 of 24 labels negative), AvidXchange (7 models, 5 hard; 8 of 11 labels negative), BILL (6 models, 1 hard; 11 of 61 labels negative), SAP Concur (5 models, 4 hard; 5 of 6 labels negative)
- **accounts-receivable-automation**: HighRadius (7 models, 6 hard; 11 of 14 labels negative), Billtrust (4 models, 3 hard; 5 of 6 labels negative), Esker (3 models, 1 hard; 3 of 4 labels negative), Invoiced (2 models, 1 hard; 2 of 15 labels negative)
- **board-and-investor-reporting**: Nasdaq Boardvantage (7 models, 7 hard; 11 of 20 labels negative), Diligent (7 models, 5 hard; 15 of 21 labels negative), OnBoard (6 models, 2 hard; 10 of 32 labels negative), Notion (6 models; 6 of 10 labels negative)
- **business-banking**: Wells Fargo (8 models, 6 hard; 9 of 16 labels negative), Bank of America (5 models, 1 hard; 6 of 21 labels negative), Santander (4 models, 4 hard; 4 of 4 labels negative), Bluevine (4 models, 2 hard; 4 of 47 labels negative)
- **cap-table-management**: Carta (10 models, 6 hard; 21 of 60 labels negative), Pulley (5 models, 4 hard; 8 of 61 labels negative), Shareworks (4 models, 2 hard; 4 of 8 labels negative), AngelList Stack (3 models, 3 hard; 3 of 6 labels negative)
- **entity-management**: Diligent (9 models, 7 hard; 16 of 18 labels negative), Diligent Entities (9 models, 4 hard; 13 of 20 labels negative), CSC Entity Management (8 models, 7 hard; 18 of 23 labels negative), Athennian (4 models, 4 hard; 12 of 31 labels negative)
- **financial-close-management**: BlackLine (11 models, 20 hard; 31 of 38 labels negative), FloQast (9 models, 4 hard; 15 of 51 labels negative), Workiva (7 models, 7 hard; 8 of 11 labels negative), Trintech (6 models, 5 hard; 8 of 10 labels negative)
- **saas-metrics-and-analytics**: Amplitude (7 models, 5 hard; 10 of 19 labels negative), Baremetrics (7 models; 8 of 44 labels negative), Mixpanel (6 models, 3 hard; 7 of 28 labels negative), Tableau (5 models, 5 hard; 5 of 7 labels negative)
- **sales-tax-automation**: Avalara AvaTax (10 models, 5 hard; 20 of 47 labels negative), Vertex (8 models, 5 hard; 12 of 18 labels negative), TaxJar (6 models, 1 hard; 6 of 58 labels negative), Sovos (4 models, 2 hard; 5 of 11 labels negative)

## Leadership and criticism

First-choice share and negative label rate are independent, so every product with at least 10 labels in a category is placed on both axes. Cutoffs: leader at 30% or more of first choices, criticized at 25% or more negative labels. An endorsed leader is recommended and not criticized; a criticized default is recommended while the models list its problems; a criticized challenger is named mostly to be warned against.

| Category | Product | First-choice share | Negative rate | Labels | Quadrant |
|---|---|---|---|---|---|
| account-reconciliation | QuickBooks Online | 40% | 7% | 60 | endorsed leader |
| account-reconciliation | Xero | 33% | 2% | 55 | endorsed leader |
| account-reconciliation | Zoho Books | 12% | 6% | 17 | accepted challenger |
| account-reconciliation | Numeric | 4% | 5% | 21 | accepted challenger |
| account-reconciliation | Ramp | 0% | 0% | 18 | accepted challenger |
| account-reconciliation | HighRadius | 0% | 36% | 11 | criticized challenger |
| account-reconciliation | ReconArt | 0% | 36% | 11 | criticized challenger |
| account-reconciliation | FloQast | 0% | 43% | 37 | criticized challenger |
| account-reconciliation | BlackLine | 0% | 75% | 36 | criticized challenger |
| accounts-payable-automation | BILL | 34% | 18% | 61 | endorsed leader |
| accounts-payable-automation | Melio | 30% | 2% | 47 | accepted challenger |
| accounts-payable-automation | Ramp | 19% | 11% | 45 | accepted challenger |
| accounts-payable-automation | QuickBooks | 9% | 9% | 22 | accepted challenger |
| accounts-payable-automation | Xero | 4% | 8% | 13 | accepted challenger |
| accounts-payable-automation | Stampli | 0% | 5% | 21 | accepted challenger |
| accounts-payable-automation | Tipalti | 0% | 54% | 24 | criticized challenger |
| accounts-payable-automation | AvidXchange | 0% | 73% | 11 | criticized challenger |
| accounts-receivable-automation | BILL | 22% | 2% | 40 | accepted challenger |
| accounts-receivable-automation | Chaser | 16% | 4% | 28 | accepted challenger |
| accounts-receivable-automation | Zoho Books | 14% | 0% | 18 | accepted challenger |
| accounts-receivable-automation | Upflow | 12% | 0% | 27 | accepted challenger |
| accounts-receivable-automation | Gaviti | 4% | 0% | 10 | accepted challenger |
| accounts-receivable-automation | FreshBooks | 4% | 7% | 15 | accepted challenger |
| accounts-receivable-automation | Invoiced | 2% | 13% | 15 | accepted challenger |
| accounts-receivable-automation | QuickBooks Online | 2% | 13% | 15 | accepted challenger |
| accounts-receivable-automation | HighRadius | 0% | 79% | 14 | criticized challenger |
| board-and-investor-reporting | BoardPro | 30% | 0% | 36 | endorsed leader |
| board-and-investor-reporting | Boardable | 26% | 0% | 37 | accepted challenger |
| board-and-investor-reporting | AppDeck Board Portal | 4% | 0% | 16 | accepted challenger |
| board-and-investor-reporting | Nasdaq Boardvantage | 2% | 55% | 20 | criticized challenger |
| board-and-investor-reporting | BoardEffect | 0% | 20% | 10 | accepted challenger |
| board-and-investor-reporting | OnBoard | 0% | 31% | 32 | criticized challenger |
| board-and-investor-reporting | Diligent Boards | 0% | 54% | 13 | criticized challenger |
| board-and-investor-reporting | Notion | 0% | 60% | 10 | criticized challenger |
| board-and-investor-reporting | Diligent | 0% | 71% | 21 | criticized challenger |
| business-banking | Mercury | 33% | 8% | 50 | endorsed leader |
| business-banking | Bluevine | 33% | 9% | 47 | endorsed leader |
| business-banking | Brex | 7% | 18% | 17 | accepted challenger |
| business-banking | Relay | 4% | 6% | 35 | accepted challenger |
| business-banking | Novo | 4% | 7% | 27 | accepted challenger |
| business-banking | Found | 0% | 0% | 13 | accepted challenger |
| business-banking | Wise Business | 0% | 10% | 10 | accepted challenger |
| business-banking | Chase Business Banking | 0% | 16% | 31 | accepted challenger |
| business-banking | U.S. Bank | 0% | 20% | 10 | accepted challenger |
| business-banking | Bank of America | 0% | 29% | 21 | criticized challenger |
| business-banking | Wells Fargo | 0% | 56% | 16 | criticized challenger |
| cap-table-management | Pulley | 32% | 13% | 61 | endorsed leader |
| cap-table-management | Eqvista | 16% | 0% | 44 | accepted challenger |
| cap-table-management | Cake Equity | 16% | 2% | 47 | accepted challenger |
| cap-table-management | Carta | 15% | 35% | 60 | criticized challenger |
| cap-table-management | Qapita | 6% | 0% | 16 | accepted challenger |
| cap-table-management | Capboard | 2% | 0% | 11 | accepted challenger |
| cap-table-management | Ledgy | 0% | 4% | 26 | accepted challenger |
| entity-management | EntityKeeper | 38% | 3% | 37 | endorsed leader |
| entity-management | ContractZen | 12% | 0% | 11 | accepted challenger |
| entity-management | Filejet | 8% | 8% | 13 | accepted challenger |
| entity-management | Corporify | 6% | 12% | 17 | accepted challenger |
| entity-management | Athennian | 6% | 39% | 31 | criticized challenger |
| entity-management | Commenda | 2% | 7% | 15 | accepted challenger |
| entity-management | CSC Entity Management | 2% | 78% | 23 | criticized challenger |
| entity-management | Carta | 0% | 13% | 15 | accepted challenger |
| entity-management | Diligent Entities | 0% | 65% | 20 | criticized challenger |
| entity-management | Diligent | 0% | 89% | 18 | criticized challenger |
| financial-close-management | Numeric | 41% | 9% | 43 | endorsed leader |
| financial-close-management | FloQast | 17% | 29% | 51 | criticized challenger |
| financial-close-management | DOKKA Close | 4% | 12% | 17 | accepted challenger |
| financial-close-management | Datarails | 2% | 0% | 11 | accepted challenger |
| financial-close-management | Double | 2% | 0% | 10 | accepted challenger |
| financial-close-management | Workiva | 0% | 73% | 11 | criticized challenger |
| financial-close-management | Trintech | 0% | 80% | 10 | criticized challenger |
| financial-close-management | BlackLine | 0% | 82% | 38 | criticized challenger |
| saas-metrics-and-analytics | ChartMogul | 35% | 10% | 51 | endorsed leader |
| saas-metrics-and-analytics | ProfitWell Metrics | 17% | 3% | 33 | accepted challenger |
| saas-metrics-and-analytics | Baremetrics | 15% | 18% | 44 | accepted challenger |
| saas-metrics-and-analytics | Databox | 10% | 0% | 29 | accepted challenger |
| saas-metrics-and-analytics | Looker Studio | 6% | 0% | 20 | accepted challenger |
| saas-metrics-and-analytics | PostHog | 2% | 0% | 18 | accepted challenger |
| saas-metrics-and-analytics | Metabase | 2% | 18% | 11 | accepted challenger |
| saas-metrics-and-analytics | Amplitude | 2% | 53% | 19 | criticized challenger |
| saas-metrics-and-analytics | Mixpanel | 0% | 25% | 28 | criticized challenger |
| sales-tax-automation | TaxJar | 32% | 10% | 58 | endorsed leader |
| sales-tax-automation | TaxCloud | 21% | 5% | 42 | accepted challenger |
| sales-tax-automation | Avalara AvaTax | 17% | 43% | 47 | criticized challenger |
| sales-tax-automation | Zamp | 9% | 0% | 20 | accepted challenger |
| sales-tax-automation | Anrok | 6% | 0% | 15 | accepted challenger |
| sales-tax-automation | Zoho Books | 4% | 6% | 18 | accepted challenger |
| sales-tax-automation | Quaderno | 2% | 15% | 20 | accepted challenger |
| sales-tax-automation | Stripe Tax | 2% | 16% | 19 | accepted challenger |
| sales-tax-automation | QuickBooks Sales Tax | 2% | 17% | 12 | accepted challenger |
| sales-tax-automation | Numeral | 0% | 19% | 16 | accepted challenger |
| sales-tax-automation | Sovos | 0% | 45% | 11 | criticized challenger |
| sales-tax-automation | Vertex | 0% | 67% | 18 | criticized challenger |

## Treatment of lab-affiliated products by model

Self-preference is only measurable with a control group: how the lab's own model treats its products compared with how every other model treats the same products. Anthropic, OpenAI, Google have no products in the covered categories with enough labels to measure, so nothing is claimed about them.

## Discontinued products recommended

None in this run.

## Normalization

Unresolved, 253 labels counted under the raw name, for human review:

Hotjar in saas-metrics-and-analytics (3), Stripe Dashboard in saas-metrics-and-analytics (3), Brainframe in entity-management (2), Captable.io in cap-table-management (2), Decisions in board-and-investor-reporting (2), Finom in business-banking (2), Finom Solo in business-banking (2), Foundersuite in board-and-investor-reporting (2), Funnel.io in saas-metrics-and-analytics (2), Jetpack Workflow in financial-close-management (2), June.so in saas-metrics-and-analytics (2), Juno in business-banking (2), LegalZoom in entity-management (2), Mention in saas-metrics-and-analytics (2), N26 Business Standard in business-banking (2), Traact in entity-management (2), Truist in business-banking (2), Yotta in business-banking (2), AIB in business-banking (1), ANNA in business-banking (1), AR Collect in accounts-receivable-automation (1), ARRGuide in saas-metrics-and-analytics (1), ARRGuide (SaaS ARR Tracker & Retention Dashboard) in saas-metrics-and-analytics (1), Ally Business in business-banking (1), Altvia in board-and-investor-reporting (1), Amplitude's SaaS Metrics Dashboard Template in saas-metrics-and-analytics (1), Angela.ai in cap-table-management (1), Appoint (now part of Diligent) in board-and-investor-reporting (1), Approval Max in accounts-payable-automation (1), Athena in entity-management (1), Autoticket in account-reconciliation (1), Axos Bank Basic Business Checking in business-banking (1), Axos Bank Business Checking in business-banking (1), BB&T in business-banking (1), Balance in accounts-payable-automation (1), Bank of Ireland UK in business-banking (1), Bank of Scotland in business-banking (1), BetterLegal in entity-management (1), BigCommerce in sales-tax-automation (1), Bigin in financial-close-management (1), Bizee (formerly Incfile) in entity-management (1), Blue Ridge Bank in business-banking (1), BoardBooks in board-and-investor-reporting (1), BoardDocs in board-and-investor-reporting (1), CT Corp in entity-management (1), Cabal in board-and-investor-reporting (1), Calendly in saas-metrics-and-analytics (1), CapTableFree in cap-table-management (1), CatalogIt in accounts-receivable-automation (1), Catalyst.io in saas-metrics-and-analytics (1), ChartMogul Launch in saas-metrics-and-analytics (1), ChartMogul free tier in saas-metrics-and-analytics (1), ChaseBot in accounts-receivable-automation (1), Choice Financial Group in business-banking (1), ChurnRecovery in saas-metrics-and-analytics (1), Churnkey in saas-metrics-and-analytics (1), Citizens in business-banking (1), Clever Inc / ZenBusiness Plans in entity-management (1), Close.com in financial-close-management (1), Close.io in saas-metrics-and-analytics (1), Collect! in accounts-receivable-automation (1), Conga Composer in entity-management (1), Constellate in entity-management (1), Cross River Bank in business-banking (1), Culta.ai in entity-management (1), Customer.io in saas-metrics-and-analytics (1), Databox's SaaS Dashboard Templates in saas-metrics-and-analytics (1), Debtor Daddy in accounts-receivable-automation (1), Diligent Boards™ (formerly OnBoard) in board-and-investor-reporting (1), Discover Bank in business-banking (1), DocuSign Contract Hub in entity-management (1), Dost in account-reconciliation (1), Easy Board in board-and-investor-reporting (1), Entrix in entity-management (1), Excel templates in account-reconciliation (1), FYRST BASE in business-banking (1), FYRST Base in business-banking (1), FinTask in accounts-receivable-automation (1), Firstbase in entity-management (1), Flagstar in business-banking (1), FloQast AutoRec in account-reconciliation (1), Flowjam's SaaS Metrics Dashboard Template in saas-metrics-and-analytics (1), Founded/Lili in business-banking (1), FullStory in saas-metrics-and-analytics (1), GlobeCap in entity-management (1), GoHighLevel in saas-metrics-and-analytics (1), Google Docs in board-and-investor-reporting (1), Google Drive / OneDrive in board-and-investor-reporting (1), Google Meet in saas-metrics-and-analytics (1), Google Workspace + Add-ons in board-and-investor-reporting (1), Gresham Technologies (Clareti) in account-reconciliation (1), Gust Equity in cap-table-management (1), Harvard Business Services, Inc. (HBS) in entity-management (1), HubSpot Sales Hub in financial-close-management (1), Ideals Board in board-and-investor-reporting (1), Incfile in entity-management (1), Incorp Services in entity-management (1), Insightly in financial-close-management (1), Intuit Approvals in accounts-payable-automation (1), Intuit Tax (by Avalara) in sales-tax-automation (1), InvestorHub in board-and-investor-reporting (1), Julius AI in saas-metrics-and-analytics (1), Keeper in financial-close-management (1), Keeper (Keeper.app) in financial-close-management (1), KeyBank in business-banking (1), Kontist Free in business-banking (1), Kotak Bank in business-banking (1), Kruze Consulting in account-reconciliation (1), LTSE Equity / Captable.io in cap-table-management (1), LaunchDarkly in saas-metrics-and-analytics (1), Legal Cockpit in entity-management (1), LegalZoom Entity Management in entity-management (1), Legally in entity-management (1), Lemonade in business-banking (1), Less Annoying CRM in financial-close-management (1), Less Annoying CRM (LACR) in financial-close-management (1), Lido in accounts-payable-automation (1), Lili Basic Business Checking in business-banking (1), Lineage Bank in business-banking (1), Mainvest in business-banking (1), Mantle Equity in cap-table-management (1), ManyChat in saas-metrics-and-analytics (1), Matchpad in account-reconciliation (1), Microsoft Excel Power Query in account-reconciliation (1), Microsoft Teams in board-and-investor-reporting (1), Monday CRM in financial-close-management (1), My Board View in board-and-investor-reporting (1), N26 in business-banking (1), N26 Business in business-banking (1), NBKC Bank Business Checking Account in business-banking (1), Nimble in financial-close-management (1), Northwest in business-banking (1), Notion or Google Slides templates in board-and-investor-reporting (1), Numeric.io in financial-close-management (1), OneDrive in board-and-investor-reporting (1), Otter.ai in entity-management (1), PNC OnRamp in business-banking (1), Paddle Retain / ProfitWell Retain in saas-metrics-and-analytics (1), Paperless Boards in board-and-investor-reporting (1), Papermark in board-and-investor-reporting (1), PastPerfect in accounts-receivable-automation (1), PayRequest in accounts-payable-automation (1), Phacet in accounts-payable-automation (1), Pigeonhole in board-and-investor-reporting (1), Porter Metrics in saas-metrics-and-analytics (1), QlikSense in board-and-investor-reporting (1), QuickBooks Online Sales Tax in sales-tax-automation (1), QuickBooks Reconcile in account-reconciliation (1), QuickBooks' native month-end close toolkit in financial-close-management (1), Raw Google Analytics in saas-metrics-and-analytics (1), Receeve in accounts-receivable-automation (1), Reckon One in account-reconciliation (1), Reconcil.io in account-reconciliation (1), ReconcileIQ in account-reconciliation (1), Recs.io in account-reconciliation (1), Recurflux in saas-metrics-and-analytics (1), Relay Business Banking in business-banking (1), Retentioncheck's SaaS Metrics Dashboard Guide in saas-metrics-and-analytics (1), RevPane in saas-metrics-and-analytics (1), RevenueGrid in financial-close-management (1), Riveles in entity-management (1), Rocket Lawyer in entity-management (1), SAP Account Reconciliation and Automation in account-reconciliation (1), SAP modules in accounts-receivable-automation (1), SAP/Oracle Financial Close Solutions in financial-close-management (1), SEI Envestnet in entity-management (1), SMART SMB in entity-management (1), SMB in board-and-investor-reporting (1), SaaS KPI Dashboard in saas-metrics-and-analytics (1), SaaSBoard in saas-metrics-and-analytics (1), SaaSHero in saas-metrics-and-analytics (1), Saasdash.ai in saas-metrics-and-analytics (1), Sage 50 / Sage accounting products in account-reconciliation (1), Sage 50 Accounting in account-reconciliation (1), Sales Tax DataLINK in sales-tax-automation (1), Salesflare in financial-close-management (1), Salesforce Analytics in saas-metrics-and-analytics (1), Sapling in entity-management (1), SeedLegals in cap-table-management (1), SeedLegals in entity-management (1), Sigula in cap-table-management (1), SimplyTAX in sales-tax-automation (1), SkyStem in account-reconciliation (1), SkyStem in financial-close-management (1), Slope in accounts-payable-automation (1), Small Business Bank of Lenexa in business-banking (1), SmhtBiz in entity-management (1), Spark in cap-table-management (1), Spreadsheet (Excel) in cap-table-management (1), Spreadsheet + Calendar (The $0 Option) in entity-management (1), Spreadsheet-Only Solutions in cap-table-management (1), Square Cash for Business in business-banking (1), Standard Metrics in board-and-investor-reporting (1), Streamlined Payments in account-reconciliation (1), Stripe Dashboard (Built-in) in saas-metrics-and-analytics (1), Stripe's built-in Analytics in saas-metrics-and-analytics (1), Stripe's built-in analytics in saas-metrics-and-analytics (1), SunTrust / Truist in business-banking (1), Supermetrics in saas-metrics-and-analytics (1), Tailor Brands in entity-management (1), TaxDive in sales-tax-automation (1), TaxJet in sales-tax-automation (1), Taxero in sales-tax-automation (1), The Legal Practice in entity-management (1), TidyCal in saas-metrics-and-analytics (1), Tipalti Reconcile in account-reconciliation (1), Toolboks in saas-metrics-and-analytics (1), Tratta in accounts-receivable-automation (1), Trintech's Adra platform in account-reconciliation (1), Trintech's Cadency in financial-close-management (1), Truist Bank - Simple Business Checking in business-banking (1), Truist Simple Business Checking in business-banking (1), U.S. Bank - Silver Business Package in business-banking (1), U.S. Bank's Business Essentials in business-banking (1), Userpilot in saas-metrics-and-analytics (1), Waveup in cap-table-management (1), Wolters Kluwer OneSumX in entity-management (1), WooCommerce Tax in sales-tax-automation (1), World Metrics in board-and-investor-reporting (1), Xero Approval Workflows in accounts-payable-automation (1), Zenboard in board-and-investor-reporting (1), Zite in saas-metrics-and-analytics (1), Zoho CRM / Bigin in financial-close-management (1), Zoho Invoice/Books in accounts-payable-automation (1), Zoom Pro in saas-metrics-and-analytics (1), cflowapps.com in accounts-payable-automation (1), conseroglobal.com in accounts-payable-automation (1), fueler.io in accounts-payable-automation (1), iManage Board Portal in board-and-investor-reporting (1), local credit unions or community banks in business-banking (1), nbkc Bank Business Account in business-banking (1), ramp.com in accounts-payable-automation (1), saaslens in saas-metrics-and-analytics (1)

Category-scoped resolutions, 277 labels. A bare vendor name was read as that vendor's product for the asked category, which assigns specificity the model did not write; each one is listed so the assumption is visible:

Avalara in sales-tax-automation read as Avalara AvaTax (37), Ramp Bill Pay in accounts-payable-automation read as Ramp (21), Chase in business-banking read as Chase Business Banking (20), AppDeck in board-and-investor-reporting read as AppDeck Board Portal (16), DOKKA in financial-close-management read as DOKKA Close (14), Bill.com in accounts-payable-automation read as BILL (11), CSC in entity-management read as CSC Entity Management (8), Google Looker Studio in saas-metrics-and-analytics read as Looker Studio (8), Axos in business-banking read as Axos Bank (7), ProfitWell (Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (7), QuickBooks Online in accounts-payable-automation read as QuickBooks (7), Avalara (AvaTax) in sales-tax-automation read as Avalara AvaTax (5), CT Corporation in entity-management read as CT Corporation Entity Management (5), ProfitWell in saas-metrics-and-analytics read as ProfitWell Metrics (5), QuickBooks Bill Pay in accounts-payable-automation read as QuickBooks (5), Bill.com in account-reconciliation read as BILL (4), Bill.com in accounts-receivable-automation read as BILL (4), PNC in business-banking read as PNC Bank (4), QuickBooks in account-reconciliation read as QuickBooks Online (4), QuickBooks in sales-tax-automation read as QuickBooks Sales Tax (4), BILL AP/AR in accounts-payable-automation read as BILL (3), BILL AP/AR in accounts-receivable-automation read as BILL (3), DiliTrust in entity-management read as DiliTrust Governance Suite (3), ProfitWell (by Paddle) in saas-metrics-and-analytics read as ProfitWell Metrics (3), ProfitWell (now Paddle Metrics) in saas-metrics-and-analytics read as ProfitWell Metrics (3), QuickBooks in accounts-receivable-automation read as QuickBooks Online (3), QuickBooks Online Advanced in accounts-payable-automation read as QuickBooks (3), Wave Accounting in account-reconciliation read as Wave (3), Adra by Trintech in account-reconciliation read as Trintech Adra (2), Adra by Trintech in financial-close-management read as Trintech Adra (2), Aprio in board-and-investor-reporting read as Aprio Board Portal (2), Bank of America Business Advantage in business-banking read as Bank of America (2), ClearPoint in board-and-investor-reporting read as ClearPoint Strategy (2), Excel in entity-management read as Microsoft Excel (2), Fifth Third in business-banking read as Fifth Third Bank (2), Navy Federal in business-banking read as Navy Federal Credit Union (2), NetSuite in account-reconciliation read as Oracle NetSuite (2), NetSuite in accounts-payable-automation read as Oracle NetSuite (2), NetSuite in financial-close-management read as Oracle NetSuite (2), QuickBooks Online Bill Pay in accounts-payable-automation read as QuickBooks (2), Shopify in sales-tax-automation read as Shopify Tax (2), Thomson Reuters in sales-tax-automation read as Thomson Reuters ONESOURCE (2), Adra (by Trintech) in financial-close-management read as Trintech Adra (1), AngelList in cap-table-management read as AngelList Stack (1), Angellist (Capdesk) in cap-table-management read as AngelList Stack (1), BILL.com in accounts-payable-automation read as BILL (1), Bill.com (BILL) in accounts-payable-automation read as BILL (1), Bill.com (now BILL) in accounts-payable-automation read as BILL (1), Bill.com (now called BILL) in accounts-payable-automation read as BILL (1), BlackLine in accounts-receivable-automation read as BlackLine Invoice-to-Cash (1), CSC (Corporation Service Company) in entity-management read as CSC Entity Management (1), CT Corporation (by Wolters Kluwer) in entity-management read as CT Corporation Entity Management (1), Cake in cap-table-management read as Cake Equity (1), Chase Business in business-banking read as Chase Business Banking (1), Computershare in entity-management read as Computershare GEMS (1), Dext in account-reconciliation read as Dext Prepare (1), Dokka in financial-close-management read as DOKKA Close (1), Excel in board-and-investor-reporting read as Microsoft Excel (1), Excel in cap-table-management read as Microsoft Excel (1), Google Looker Studio (formerly Data Studio) in saas-metrics-and-analytics read as Looker Studio (1), Oracle Cloud EPM in account-reconciliation read as Oracle Fusion Cloud EPM (1), Oracle FCCS in financial-close-management read as Oracle Financial Consolidation and Close (1), ProfitWell (now Paddle Retain) in saas-metrics-and-analytics read as ProfitWell Metrics (1), ProfitWell (now Retentio by Stripe) in saas-metrics-and-analytics read as ProfitWell Metrics (1), Quadient in accounts-receivable-automation read as Quadient AR (1), QuickBooks Advanced in financial-close-management read as QuickBooks Online (1), Resolve in accounts-receivable-automation read as Resolve Pay (1), Starling in business-banking read as Starling Bank (1), Starling Business in business-banking read as Starling Bank (1), Vertex O Series in sales-tax-automation read as Vertex (1), Xero in sales-tax-automation read as Xero Tax (1)

Combined answers split into one label per product: BoardEffect / Diligent, Diligent/Corporify, Found/Lili, Google Drive/Dropbox, Google Looker Studio (formerly Data Studio) + Google Sheets, Google Sheets + Google Slides, Google Workspace + Google Drive, Looker/Tableau/Power BI, Maxio/SaaSOptics, Metabase/Looker, Microsoft Excel / Google Sheets, Microsoft Power BI + SharePoint, ProfitWell/Paddle Retain, Quaderno/Paddle, QuickBooks / Xero Tax, QuickBooks Online + QuickBooks Bill Pay, QuickBooks Online / Zoho Books, QuickBooks Tax / Xero Tax, QuickBooks/Xero, Trello/Asana, Vertex / ONESOURCE (Thomson Reuters), Xero + Hubdoc, Xero/QuickBooks add-ons, Zoho Books / QuickBooks Online, Zoho Books / Zoho Expense

## Appendix: loose paraphrase stability

- Claude Haiku 4.5: a direct first choice kept as first choice or alternative in 5 of 9 categories (56%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- GPT-5.4 mini: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation
- Gemini 3.5 Flash: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, cap-table-management, entity-management, financial-close-management
- Perplexity Sonar: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics
- Grok 4.1 Fast: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management
- Mistral Small: a direct first choice kept as first choice or alternative in 4 of 10 categories (40%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- DeepSeek V4 Flash: a direct first choice kept as first choice or alternative in 7 of 10 categories (70%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- Llama 4 Maverick: a direct first choice kept as first choice or alternative in 1 of 8 categories (12%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, business-banking, cap-table-management, entity-management, saas-metrics-and-analytics, sales-tax-automation
- Qwen 3.7 Flash: a direct first choice kept as first choice or alternative in 5 of 10 categories (50%); differing under the strict rule: account-reconciliation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, sales-tax-automation
- Kimi K2: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: account-reconciliation, accounts-payable-automation, board-and-investor-reporting, business-banking, cap-table-management, sales-tax-automation
- GLM 4.7 FlashX: a direct first choice kept as first choice or alternative in 4 of 10 categories (40%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation
- MiniMax M2.5: a direct first choice kept as first choice or alternative in 8 of 10 categories (80%); differing under the strict rule: account-reconciliation, accounts-payable-automation, accounts-receivable-automation, board-and-investor-reporting, business-banking, cap-table-management, entity-management, financial-close-management, saas-metrics-and-analytics, sales-tax-automation