Board and investor reporting for enterprise buyers
Asked as “board reporting software”, and as “investor reporting tool”, on behalf of an enterprise B2B company. 45 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
By buyer segment
The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.
01The standing
Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for an enterprise B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
Show the three products at 0%, ordered by negative rate
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its vendor page.
Recommended versus criticized
Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.
Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Nasdaq Boardvantage20%
Nasdaq Boardvantage20%02Diligent Boards16%
Diligent Boards16%03Workiva13%
Workiva13%04OnBoard7%
OnBoard7%05Aprio Board Portal4%
Aprio Board Portal4%06Diligent2%
Diligent2%07Board Intelligence0%
Board Intelligence0%08Azeus Convene0%
Azeus Convene0%09BoardEffect0%
BoardEffect0%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.
Diligent46%
6 of 13 labels negative · 6 of 12 models · 1 hard negative
“you must explicitly avoid the following well-known platforms, as their TCO will explode: - **Diligent Boards:**” DeepSeek V4 Flash, budget prompt
Dropbox100%
3 of 3 labels negative · 3 of 12 models · 3 hard negative
“Consumer-grade file sharing & email (e.g., unsecured email, Dropbox, WeTransfer, Google Drive without enterprise governance) **Risk level: Critical — Avoid entirely for board materials**” DeepSeek V4 Flash, negative prompt
Google Drive100%
3 of 3 labels negative · 3 of 12 models · 3 hard negative
“Google Drive without enterprise governance) **Risk level: Critical — Avoid entirely for board materials**” DeepSeek V4 Flash, negative prompt
Microsoft Excel100%
3 of 3 labels negative · 3 of 12 models · 3 hard negative
“Spreadsheet‑Based Reporting (Excel, Google Sheets) as the Primary Tool **Why to avoid (or use only as a supplementary tool):**” GLM 4.7 FlashX, 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
65 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 6 of those lists are Google grounding redirects that name no site and are left out of the counts. 946 links across 217 sites, every framing counted. Ranked by the number of answers carrying the site or page.
34 answers · 71 citations · 10 models
vendor site · AppDeck34 answers · 55 citations · 11 models
vendor site · Board Intelligence29 answers · 45 citations · 9 models
vendor site · ClearPoint Strategy22 answers · 22 citations · 10 models
21 answers · 25 citations · 10 models
20 answers · 28 citations · 9 models
18 answers · 18 citations · 8 models
18 answers · 18 citations · 9 models
17 answers · 17 citations · 9 models
vendor site · Zipdo16 answers · 18 citations · 9 models
15 answers · 21 citations · 9 models
14 answers · 21 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.
24 answers · 10 models
22 answers · 10 models
21 answers · 10 models
19 answers · 9 models
18 answers · 8 models
16 answers · 9 models
15 answers · 9 models
15 answers · 8 models
13 answers · 8 models
12 answers · 8 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 an enterprise B2B company?”Paraphrase“Which investor reporting tool would you recommend to a large B2B company with thousands of employees?”Comparative“What are the top enterprise-grade board reporting tools and how do they differ?”Budget-constrained“What is the best board reporting software for a large company that needs predictable total cost across thousands of users?”Scale-constrained“We are a 5,000 person company with SSO, SOC 2 and procurement review requirements evaluating a board reporting software. What should we look at?”Negative“Which board reporting tools should a large enterprise avoid or be cautious about?”
Claude Haiku 4.5Diligent Boardsno first choiceChangedCube, VenaDiligent Boardsno first choiceagainst: ChatGPT, Claude, HubSpot, Microsoft 365 Copilot, Whatagraph
Two alternatives
Azeus Convene, Board IntelligenceThree alternatives
BoardEffect, Boardable, Microsoft Power BIThree alternatives
BoardPro, Boardable, I'mBoardGPT-5.4 miniNasdaq BoardvantageNotifiedChangedDiligent Boards, Diligent One Platformagainst: BoardableBoardProagainst: Diligent Boardsno first choicenothing named
Two alternatives
Diligent Boards, OnBoardOne alternative
Q4Four alternatives
BoardEffect, Nasdaq Boardvantage, OnBoard, iBabsTwo alternatives
Boardwise, BordinalGemini 3.5 FlashOnBoard, Pigmentagainst: Anaplan, Workday Adaptive PlanningWorkivaChangedagainst: Visibleno first choiceGovenda, WorkivaOnBoard, Workivaagainst: Diligentagainst: Domo, Dropbox, Google Drive, Looker, Microsoft Excel, Microsoft Power BI, PowerPoint, Slack/Teams, Tableau, WhatsApp, Word
Five alternatives
Board Intelligence, Diligent Boards, Maxio, Nasdaq Boardvantage, WorkivaFour alternatives
Allvue Systems, DealCloud, Nasdaq IR Insight, Q4Two alternatives
Aprio Board Portal, BoardCloudTwo alternatives
Nasdaq Boardvantage, ZeckPerplexity SonarNasdaq BoardvantageWorkivaChangedno first choiceDiligent Boards, Nasdaq Boardvantageagainst: Board Intelligenceno first choicenothing named
Two alternatives
Board Intelligence, Diligent BoardsTwo alternatives
FactSet, Q4Grok 4.1 FastDiligent Boards, Nasdaq BoardvantageQ4ChangedDiligent Boardsagainst: Azeus Convene, BoardEffectAppDeck Board Portalagainst: BoardEffect, Diligent Boards, Nasdaq Boardvantage, OnBoardOnBoardagainst: Board, Diligent Boards, Nasdaq Boardvantage, OnBoard, Trello
One alternative
OnBoardFour alternatives
Investran, Nasdaq IR Insight, Notified, WorkivaThree alternatives
Govenda, Nasdaq Boardvantage, OnBoardTwo alternatives
Aprio Board Portal, BoardProTwo alternatives
Aprio Board Portal, BoardEffectMistral SmallNasdaq BoardvantageCarta, Q4ChangedNasdaq BoardvantageDiligent, Fairviewno first choiceagainst: Diligent, Nasdaq Boardvantage
Two alternatives
Board, Board IntelligenceTwo alternatives
Aleph, eFront InsightFour alternatives
Azeus Convene, Diligent Boards, OnBoard, WorkivaTwo alternatives
BoardPro, GovendaDeepSeek V4 FlashNasdaq BoardvantageQ4, WorkivaChangedDiligent BoardsAprio Board Portalagainst: Boardable, Diligent, Ideals, OnBoardDiligent Boardsagainst: Aprio Board Portal, Asana, Boardable, Dropbox, Google Drive, Monday.com, Trello, WeTransfer
Four alternatives
Azeus Convene, Board Intelligence, Diligent Boards, OnBoardThree alternatives
Nasdaq IR Insight, Notified, OneStreamFive alternatives
Board Intelligence, ClearPoint Strategy, Govenda, Nasdaq Boardvantage, OnBoardOne alternative
Nasdaq BoardvantageThree alternatives
Board Intelligence, BoardEffect, OnBoardLlama 4 MaverickNasdaq Boardvantageno first choiceChangedagainst: VisibleDiligent Boards, Nasdaq Boardvantageno first choiceno first choiceagainst: AppDeck Board Portal, Diligent
Two alternatives
Aleph, FairviewTwo alternatives
Dynamo, Q4Three alternatives
Azeus Convene, OnBoard, WorkivaOne alternative
Nasdaq BoardvantageQwen 3.7 FlashNasdaq BoardvantageQ4ChangedDiligent Boards, Nasdaq BoardvantageMicrosoft Power BIagainst: Domo, Looker, MicroStrategy, Oracle Hyperion, Tableauno first choiceagainst: Canva, Looker, Microsoft Excel, Microsoft Power BI, Prezi, Qlik Sense, Tableau
Four alternatives
ClearPoint Strategy, Diligent Boards, Planful, WorkivaFour alternatives
Fundwave, Hyperspace, Investran, NetSuite SuiteAnalyticsThree alternatives
Azeus Convene, Planful, WorkivaFive alternatives
Algoan, Apache Superset, Diligent Alboon, Metabase, OneStreamKimi K2Diligent BoardsQ4ChangedNasdaq BoardvantageGovendaagainst: Diligent Boardsno first choiceagainst: BoardEffect, BoardPro, Diligent, Trello
Two alternatives
Nasdaq Boardvantage, OnBoardFive alternatives
FactSet, Irwin, Juniper Square, Nasdaq IR Insight, VisibleSix alternatives
Azeus Convene, BoardPAC, Datarails, Diligent Boards, OnBoard, PlanfulTwo alternatives
BoardPro, Nasdaq BoardvantageGLM 4.7 FlashXDiligent BoardsWorkivaChangedNasdaq BoardvantageAppDeck Board Portal, Boardagainst: Diligentno first choiceagainst: Box, Dropbox, Google Drive, Google Sheets, Looker, Microsoft Excel, Microsoft Power BI, OneDrive, SharePoint, Tableau
Four alternatives
Aprio Board Portal, BoardEffect, Nasdaq Boardvantage, OnBoardThree alternatives
Allvue Investor Portal, Carta, QplixSeven alternatives
Azeus Convene, Board Intelligence, BoardPro, Datarails, Diligent Boards, Govenda, PlanfulOne alternative
Microsoft 365MiniMax M2.5Nasdaq Boardvantageno first choiceChangedOnBoardAprio Board Portal, PPM Expressagainst: AppDeck Board Portalno first choicenothing named
Three alternatives
BoardEdge, BoardPAC, Diligent BoardsThree alternatives
Azeus Convene, Diligent Boards, Nasdaq BoardvantageThree alternatives
Dotnet Report, SimpleKPI, Wyn EnterpriseBold 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.
| Prompt | Model | Version string | Time (UTC) | Searched | Sources | Latency |
|---|---|---|---|---|---|---|
| Direct recommendation | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 20:32 | yes | 9 | 8 s |
| Direct recommendation | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 18:51 | yes | 4 | 6 s |
| Direct recommendation | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 20:11 | yes | 17 | 26 s |
| Direct recommendation | Perplexity Sonar | sonar | 2026-09-17 20:13 | yes | 16 | 6 s |
| Direct recommendation | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 18:47 | yes | 37 | 18 s |
| Direct recommendation | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 20:52 | yes | 10 | 9 s |
| Direct recommendation | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 19:50 | yes | 16 | 23 s |
| Direct recommendation | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 19:04 | yes | 5 | 3 s |
| Direct recommendation | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 20:20 | yes | 8 | 34 s |
| Direct recommendation | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 20:51 | yes | 14 | 26 s |
| Direct recommendation | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 20:18 | yes | 14 | 85 s |
| Direct recommendation | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 20:40 | yes | 8 | 46 s |
| Paraphrase | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 18:18 | no | 0 | 4 s |
| Paraphrase | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 20:13 | yes | 3 | 5 s |
| Paraphrase | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 21:19 | yes | 20 | 55 s |
| Paraphrase | Perplexity Sonar | sonar | 2026-09-17 21:05 | yes | 20 | 5 s |
| Paraphrase | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 20:18 | yes | 28 | 14 s |
| Paraphrase | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 20:58 | yes | 5 | 5 s |
| Paraphrase | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 19:48 | yes | 28 | 27 s |
| Paraphrase | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 20:57 | yes | 5 | 3 s |
| Paraphrase | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 18:59 | yes | 5 | 48 s |
| Paraphrase | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 18:22 | yes | 17 | 22 s |
| Paraphrase | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 19:34 | yes | 33 | 36 s |
| Paraphrase | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 18:23 | yes | 5 | 36 s |
| Comparative | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 19:47 | yes | 17 | 18 s |
| Comparative | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 18:21 | yes | 8 | 10 s |
| Comparative | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 18:45 | yes | 26 | 23 s |
| Comparative | Perplexity Sonar | sonar | 2026-09-17 19:20 | yes | 20 | 11 s |
| Comparative | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 20:32 | yes | 29 | 15 s |
| Comparative | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 18:06 | yes | 24 | 16 s |
| Comparative | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via deepinfra | 2026-09-17 18:54 | yes | 24 | 95 s |
| Comparative | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 19:36 | yes | 5 | 3 s |
| Comparative | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 18:25 | yes | 5 | 19 s |
| Comparative | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 18:00 | yes | 25 | 45 s |
| Comparative | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 18:13 | yes | 31 | 49 s |
| Comparative | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 19:44 | yes | 5 | 21 s |
| Budget constrained | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 19:54 | yes | 16 | 8 s |
| Budget constrained | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 18:32 | yes | 4 | 6 s |
| Budget constrained | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 21:56 | yes | 24 | 59 s |
| Budget constrained | Perplexity Sonar | sonar | 2026-09-17 19:38 | yes | 20 | 6 s |
| Budget constrained | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 19:13 | yes | 37 | 23 s |
| Budget constrained | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 18:21 | yes | 5 | 6 s |
| Budget constrained | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 20:55 | yes | 27 | 48 s |
| Budget constrained | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 18:07 | yes | 5 | 3 s |
| Budget constrained | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 18:04 | no | 0 | 35 s |
| Budget constrained | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 18:20 | yes | 30 | 32 s |
| Budget constrained | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 17:54 | yes | 30 | 56 s |
| Budget constrained | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 19:06 | yes | 17 | 41 s |
| Scale constrained | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 18:45 | yes | 18 | 11 s |
| Scale constrained | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 20:00 | no | 0 | 8 s |
| Scale constrained | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 18:11 | yes | 18 | 30 s |
| Scale constrained | Perplexity Sonar | sonar | 2026-09-17 20:50 | yes | 20 | 8 s |
| Scale constrained | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 20:15 | yes | 14 | 12 s |
| Scale constrained | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 19:58 | no | 0 | 9 s |
| Scale constrained | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 20:49 | yes | 15 | 17 s |
| Scale constrained | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 21:02 | yes | 5 | 5 s |
| Scale constrained | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 18:14 | yes | 5 | 46 s |
| Scale constrained | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 21:06 | yes | 11 | 26 s |
| Scale constrained | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 18:12 | yes | 14 | 53 s |
| Scale constrained | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 20:41 | no | 0 | 63 s |
| Negative framing | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 18:34 | yes | 18 | 9 s |
| Negative framing | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 20:59 | no | 0 | 6 s |
| Negative framing | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 18:37 | yes | 21 | 31 s |
| Negative framing | Perplexity Sonar | sonar | 2026-09-17 20:58 | yes | 20 | 7 s |
| Negative framing | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 20:44 | yes | 37 | 21 s |
| Negative framing | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 19:05 | yes | 5 | 6 s |
| Negative framing | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via deepinfra | 2026-09-17 19:34 | yes | 28 | 92 s |
| Negative framing | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 19:07 | yes | 5 | 4 s |
| Negative framing | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 18:32 | no | 0 | 29 s |
| Negative framing | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 19:50 | yes | 28 | 47 s |
| Negative framing | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 19:43 | yes | 24 | 134 s |
| Negative framing | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 19:47 | yes | 5 | 35 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
FactSet IR Solutions read as FactSet
Onit Board read as Onit
PowerBI read as Microsoft Power BI
Qlik read as Qlik Sense
Unresolved, counted raw
Algoan
Allvue Investor Portal
Allvue Systems
BoardBook
BoardEdge
BoardPak
Boardmaps
Boardwise
Bordinal
Box
DealCloud (by Intapp)
Diligent Alboon (formerly Board Books)
Dotnet Report
FitGap
Hyperspace
Ideals
Microsoft 365 Copilot
Multex
Nasdaq
Nasdaq's tools
OneDrive
PPM Express
Prezi
Qplix
SimpleKPI
Slack/Teams
Syntellis
WeTransfer
Word
Wyn Enterprise
eSpeed
eZBoard
Discontinued, still offered
No shut-down product was recommended here.