Finance AI Index
Index › Planning and analysis › September 2026 Edition

Board and investor reporting

Asked as “board reporting software”, and as “investor reporting tool”, on behalf of a mid-market B2B company. 44 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
OnBoard
Contested
25% of first choices, contested.
ShowinginAll 41 categories →

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.
Small businessVisible23%ContestedStanding →Mid-marketOnBoard25%ContestedThis pageEnterpriseNasdaq Boardvantage20%ContestedStanding →

01The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a mid-market B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01OnBoard25%16%37accepted challenger
02Boardable14%4%25accepted challenger
03BoardPro7%0%22accepted challenger
04Nasdaq Boardvantage5%35%26criticized challenger
05Datarails2%0%12accepted challenger
06Diligent2%71%17criticized challenger
Show the eight products at 0%, ordered by negative rate
14BoardEffect0%30%20criticized challenger
12Diligent Boards0%28%18criticized challenger
13Azeus Convene0%9%11accepted challenger
11Govenda0%8%12accepted challenger
08Board Intelligence0%8%13accepted challenger
07AppDeck Board Portal0%0%17accepted challenger
10Planful0%0%12accepted challenger
09Cube0%0%11accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.
Head to head
OnBoard vs BoardableOnBoard vs BoardProBoardable vs BoardPro

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09
10
11
12
13
14
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01OnBoard25%
02Boardable14%
03BoardPro7%
04Nasdaq Boardvantage5%
05Datarails2%
06Diligent2%
07AppDeck Board Portal0%
08Board Intelligence0%
09Cube0%
10Planful0%
11Govenda0%
12Diligent Boards0%
13Azeus Convene0%
14BoardEffect0%

02What they warned about

Zero of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.1 Fast, Mistral Small, DeepSeek V4 Flash, Llama 4 Maverick, Qwen 3.7 Flash, Kimi K2, GLM 4.7 FlashX and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Diligent
71%
12 of 17 labels negative · 7 of 12 models · 2 hard negative
“Diligent ($15K\u201330K+/yr) and Board Intelligence are enterprise standard but far out of budget. Skip these” DeepSeek V4 Flash, budget prompt
Nasdaq Boardvantage
35%
9 of 26 labels negative · 7 of 12 models · 2 hard negative
“I would **avoid Diligent, BoardEffect, and Boardvantage** if budget is the main constraint” Perplexity Sonar, budget prompt
BoardEffect
30%
6 of 20 labels negative · 5 of 12 models · 1 hard negative
“I would **avoid Diligent, BoardEffect, and Boardvantage** if budget is the main constraint” Perplexity Sonar, budget prompt
OnBoard
16%
6 of 37 labels negative · 5 of 12 models
“OnBoard: Frequent gripes about agenda glitches, permission settings, navigation difficulties, and upload issues” Grok 4.1 Fast, negative prompt

03What they cite

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

Sites the answers cite

61 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 740 links across 149 sites, every framing counted. Ranked by the number of answers carrying the site or page.

worldmetrics.org
38 answers · 70 citations · 10 models
appdeck.com
vendor site · AppDeck35 answers · 64 citations · 9 models
board-room.org
32 answers · 40 citations · 10 models
clearpointstrategy.com
vendor site · ClearPoint Strategy27 answers · 33 citations · 10 models
getaleph.com
24 answers · 24 citations · 8 models
g2.com
20 answers · 32 citations · 9 models
fast.io
19 answers · 19 citations · 9 models
getfairview.com
17 answers · 18 citations · 8 models
gitnux.org
17 answers · 18 citations · 10 models
capterra.com
16 answers · 32 citations · 8 models
boardintelligence.com
vendor site · Board Intelligence15 answers · 25 citations · 8 models
guideflow.com
vendor site · Guideflow15 answers · 15 citations · 9 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

appdeck.com/blog/board-reporting-software-comparison
30 answers · 9 models
clearpointstrategy.com/blog/board-reporting-software
27 answers · 10 models
board-room.org/blog/board-reporting-software
26 answers · 10 models
worldmetrics.org/best/board-reporting-software
26 answers · 10 models
getaleph.com/answers/board-investor-reporting-software
24 answers · 8 models
appdeck.com/blog/board-portal-software-comparison-2026
19 answers · 8 models
worldmetrics.org/best/board-report-software
15 answers · 8 models
guideflow.com/blog/board-management-software
14 answers · 9 models
gitnux.org/best/board-reporting-software
13 answers · 10 models
board-room.org/
12 answers · 6 models

04How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ModelDirect“What is the best board reporting software for a mid-market B2B company?”Paraphrase“Which investor reporting tool would you recommend to a mid-sized B2B company?”Comparative“What are the top board reporting tools and how do they differ?”Budget-constrained“What is the best board reporting software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a board reporting software. What should we look at?”Negative“Which board reporting tools should I avoid or be cautious about?”
Claude Haiku 4.5OnBoard
Three alternativesAprio Board Portal, Board Intelligence, HighRadius
no first choiceChangedno first choiceBoardly
Two alternativesAprio Board Portal, Boardable
no first choicenothing named
GPT-5.4 miniOnBoard
Four alternativesBoard Intelligence, BoardPro, Diligent Boards, Nasdaq Boardvantage
VisibleChanged
One alternativePulley
against: CartaDiligent Boards, Nasdaq Boardvantage
Five alternativesAprio Board Portal, Board Intelligence, BoardEffect, Boardable, OnBoard
BoardPro, Decisions
One alternativeAzeus Convene
against: Diligent, OnBoardno first choicenothing named
Gemini 3.5 FlashMosaic, OnBoard
Five alternativesBoard Intelligence, Cube, Datarails, Govenda, Jirav
VisibleChanged
Five alternativesAleph, Carta Investor Relations Hub, Maxio, Mosaic, ScaleXP
OnBoard, Workiva
Six alternativesBoard Intelligence, Boardable, ClearPoint Strategy, Datarails, Diligent, Fathom
I'mBoard
Four alternativesBoardCloud, BoardPro, BoardSpace, BoardSpot
against: Diligent, Nasdaq BoardvantageOnBoard
Five alternativesBoardPro, ClearPoint Strategy, Cube, Datarails, Zeck
against: Diligentagainst: ChatGPT, Dropbox, Google Drive, Google Slides, Keynote, Microsoft Excel, PowerPoint, Slack
Perplexity SonarOnBoard
Three alternativesBoard Intelligence, BoardEffect, Nasdaq Boardvantage
WorkivaChanged
One alternativeIrwin
against: Visibleno first choiceBoardable
Two alternativesAppDeck Board Portal, BoardPro
against: BoardEffect, Diligent, Nasdaq Boardvantageno first choicenothing named
Grok 4.1 FastOnBoard
Three alternativesAppDeck Board Portal, BoardPro, iBabs
against: Diligent Boards, Nasdaq BoardvantageVisibleChanged
Three alternativesCarta, DocSend, Paperstreet.vc
Diligent Boards
Five alternativesBoardPro, Boardable, Govenda, Nasdaq Boardvantage, OnBoard
Boardable
Two alternativesAppDeck Board Portal, BoardPro
against: Google Workspace, Microsoft 365no first choiceagainst: Nasdaq Boardvantageagainst: BoardEffect, Diligent Boards, OnBoard
Mistral SmallNasdaq Boardvantage
Three alternativesBoardEffect, Datarails, Fairview
FundwaveChanged
Two alternativesMicrosoft Dynamics 365, NetSuite
no first choiceBoardable
Two alternativesBoardPro, OnBoard
no first choicenothing named
DeepSeek V4 FlashOnBoard
Two alternativesAppDeck Board Portal, Fairview
against: Diligent, Nasdaq BoardvantageCartaChanged
Two alternativesPulley, Visible
against: MosaicAleph, Cube
Five alternativesAppDeck Board Portal, Diligent Boards, OnBoard, Oracle Cloud EPM, Planful
BoardPro
Five alternativesAppDeck Board Portal, BoardSpace, Boardable, Cube, LiveFlow
against: Board Intelligence, Diligent, OnBoardno first choiceagainst: Azeus Convene, Diligent, Nasdaq Boardvantage / Directors Desk, OnBoard
Llama 4 MaverickNasdaq Boardvantage
Two alternativesDatarails, Fairview
no first choiceChangedagainst: Pipedriveno first choiceBoardable
Two alternativesAppDeck Board Portal, OnBoard
no first choicenothing named
Qwen 3.7 FlashDiligent
Three alternativesEnboarder, Fello, OnBoard
Carta, Diligent One PlatformChanged
Two alternativesPitch.com, Qlipo
AppDeck Board Portal
Three alternativesBoardPro, Boardable, Diligent Boards
against: Nasdaq BoardvantageOnBoard
Four alternativesAppDeck Board Portal, BoardPro, Boardable, Microsoft SharePoint / OneDrive
against: Diligentno first choiceagainst: BoardEffect, Diligentagainst: BoardEffect, Diligent Boards, OnBoard
Kimi K2Datarails
Two alternativesCube, Planful
against: Nasdaq BoardvantageVisibleChanged
Three alternativesCarta, Fathom, Pulley
Diligent Boards, Nasdaq Boardvantage
Five alternativesAprio Board Portal, Board Intelligence, Boardable, ClearPoint Strategy, OnBoard
against: GovendaBoardPaq, Boardable
Two alternativesBoardPro, OnBoard
OnBoard, Zeck
Two alternativesBoardEffect, Boardable
against: Diligent, Nasdaq Boardvantageagainst: BoardEffect, Diligent, Dropbox, Google Drive
GLM 4.7 FlashXAprio Board Portal, OnBoard
Four alternativesAppDeck Board Portal, BoardEffect, Govenda, Nasdaq Boardvantage
against: BoardableCartaChanged
Three alternativesDisco, Paperstreet.vc, Q4
BoardPro, Govenda
Seven alternativesAprio Board Portal, Azeus Convene, Datarails, Diligent Boards, Nasdaq Boardvantage, Planful, iBabs
Boardable, Google Workspace
Four alternativesAppDeck Board Portal, Aprio Board Portal, BoardPaq, BoardPro
against: Diligentno first choiceagainst: Aprio Board Portal, Board, BoardEffect, Diligent Boards, OnBoard
MiniMax M2.5OnBoard
Three alternativesBoardEffect, Datarails, Planful
against: Diligent Boards, Nasdaq BoardvantageAleph, CartaChanged
Two alternativesMaxio, Visible
Diligent, Nasdaq Boardvantage
Six alternativesAppDeck Board Portal, Board Intelligence, Boardable, Datarails, OnBoard, Planful
BoardPro
Three alternativesAppDeck Board Portal, BoardSpace, Boardable
no first choiceagainst: Dropbox, Google Drive
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

05The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:55yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:52yes49 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:17yes1859 s
Direct recommendationPerplexity Sonarsonar2026-09-17 18:02yes208 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:35yes2818 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 18:24yes55 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:02yes1615 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:30yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:04no032 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:44yes1126 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:20yes3035 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:58yes922 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 17:56no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:03no03 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 20:13yes1526 s
ParaphrasePerplexity Sonarsonar2026-09-17 17:59yes186 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:01yes2613 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 18:11yes55 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:05yes1817 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:42yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:49no038 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:28yes2032 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:37yes2451 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:04yes921 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 17:58yes98 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 17:54yes48 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:17yes1849 s
ComparativePerplexity Sonarsonar2026-09-17 20:27yes208 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:55yes2614 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 18:02yes711 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:45yes2526 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:50yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:39yes1031 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:43yes1936 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:58yes829 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:58yes1022 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:14yes97 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:12yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:15yes20141 s
Budget constrainedPerplexity Sonarsonar2026-09-17 19:27yes206 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:30yes3117 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:48yes54 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:27yes1012 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 17:53yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:40yes1035 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:49yes1427 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:55yes1226 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:24yes824 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:09no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:48no08 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:58yes1222 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:23yes2010 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:37yes1411 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:02no06 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 20:10yes1946 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:07yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:28no029 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:52yes1528 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:11no014 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:37no060 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:36yes98 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:59no06 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:53yes2250 s
Negative framingPerplexity Sonarsonar2026-09-17 20:05yes207 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:57yes3116 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 18:31yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:55yes1010 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:29yes74 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:18yes939 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:08yes1424 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:16yes21105 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:37yes920 s

Normalization in this category

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

Category-scoped readings
AppDeck read as AppDeck Board Portal
Aprio read as Aprio Board Portal
ClearPoint read as ClearPoint Strategy
Excel read as Microsoft Excel
Vena Solutions read as Vena
Unresolved, counted raw
Affinity / CRM-style tools
BoardPad (APM‑集团)
BoardSource
Brex/Mercury dashboards
Carta Investor Relations Hub
Decisions
Disco
Dropbox Business / Box
Enboard
Enboarder
Fello
Keynote
Microsoft Board (Teams + Power Apps)
Microsoft OneDrive
Microsoft SharePoint / OneDrive
Nasdaq Boardvantage / Directors Desk
Pitch.com
Qlipo
Rundit
Societ \u2013 My Board View
eShare
Discontinued, still offered
No shut-down product was recommended here.

Also in planning and analysis

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