Finance AI Index
Index › Function 02 of 6 · September 2026 Edition
Edition 01 · September 2026Function 02

Planning and analysis

Forward-looking finance: FP&A, modeling and scenarios, reporting and dashboards, board reporting, corporate performance management and SaaS metrics. 6 of 7 categories scored, 1 planned.

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Standing in planning and analysis

First-choice share across the direct, paraphrase, budget and scale prompts, all twelve models, for the six planning and analysis categories scored in the September 2026 Edition.
Planning and analysis
SaaS metrics and analytics
One leader in all three segments
ChartMogulClear leader
SMB
37%
Mid-market
45%
Enterprise
19%
Planning and analysis
Corporate performance management
A different leader in every segment
CubeContested
SMB
16%
PlanfulContested
Mid-market
29%
OneStream tiedContested
Enterprise
30%
Planning and analysis
Financial reporting and dashboards
A different leader in every segment
QuickBooks OnlineContested
SMB
38%
Sage IntacctContested
Mid-market
27%
Microsoft Power BIContested
Enterprise
19%
Planning and analysis
Board and investor reporting
A different leader in every segment
VisibleContested
SMB
23%
OnBoardContested
Mid-market
25%
Nasdaq BoardvantageContested
Enterprise
20%
Planning and analysis
Financial modeling and scenario planning
A different leader in every segment
ClockworkContested
SMB
12%
DatarailsContested
Mid-market
19%
AnaplanClear leader
Enterprise
56%
Planning and analysis
FP&A platforms
A different leader in every segment
ClockworkClear leader
SMB
60%
Vena tiedContested
Mid-market
15%
AnaplanClear leader
Enterprise
48%

Next in planning and analysis

Planned categories are in the build queue and are scored exactly like every other.
Headcount and workforce budgeting planned
All 41 categoriesSubscribe to the index