Board and investor reporting for small business buyers
Asked as “board reporting software”, and as “investor reporting tool”, on behalf of a small B2B company. 44 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 a small 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
09
10Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Visible23%
Visible23%02Boardable20%
Boardable20%03BoardPro20%
BoardPro20%04I'mBoard11%
I'mBoard11%05AppDeck Board Portal5%
AppDeck Board Portal5%06OnBoard2%
OnBoard2%07Nasdaq Boardvantage2%
Nasdaq Boardvantage2%08BoardEffect0%
BoardEffect0%09Diligent Boards0%
Diligent Boards0%10Diligent0%
Diligent0%02What they warned about
One of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.1 Fast, Mistral Small, DeepSeek V4 Flash, 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.
Nasdaq Boardvantage70%
16 of 23 labels negative · 9 of 12 models · 8 hard negative
“Enterprise-Grade GRC Platforms (e.g., Diligent, Nasdaq Boardvantage, BoardEffect) ... generally a poor fit for small businesses” Gemini 3.5 Flash, negative prompt
Diligent88%
14 of 16 labels negative · 6 of 12 models · 6 hard negative
“**Avoid Diligent** unless you are preparing for a rapid exit or IPO, as its licensing costs and complexity often overwhelm small teams.” Qwen 3.7 Flash, comparative prompt
Diligent Boards77%
10 of 13 labels negative · 6 of 12 models · 4 hard negative
“Avoid for Small B2Bs * **Nasdaq Boardvantage / Diligent Boards:** ... overkill for most small private B2Bs” Qwen 3.7 Flash, direct prompt
OnBoard23%
6 of 26 labels negative · 4 of 12 models · 2 hard negative
“**OnBoard** is frequently cited for a **steep learning curve** ... with users reporting boards abandoning it” DeepSeek V4 Flash, 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. 769 links across 165 sites, every framing counted. Ranked by the number of answers carrying the site or page.
vendor site · AppDeck37 answers · 65 citations · 9 models
32 answers · 53 citations · 11 models
32 answers · 41 citations · 9 models
vendor site · ClearPoint Strategy32 answers · 32 citations · 10 models
31 answers · 40 citations · 10 models
vendor site · Zipdo27 answers · 29 citations · 10 models
22 answers · 35 citations · 7 models
vendor site · Guideflow21 answers · 22 citations · 10 models
vendor site · I'mBoard20 answers · 36 citations · 9 models
20 answers · 20 citations · 9 models
17 answers · 18 citations · 7 models
vendor site · BoardPro12 answers · 14 citations · 6 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.
35 answers · 9 models
32 answers · 10 models
25 answers · 10 models
21 answers · 9 models
21 answers · 10 models
20 answers · 9 models
17 answers · 10 models
15 answers · 9 models
14 answers · 8 models
13 answers · 7 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 small B2B company?”Paraphrase“Which investor reporting tool would you recommend to a small business that sells to other businesses?”Comparative“What are the top board reporting tools for a small team and how do they differ?”Budget-constrained“What is the best board reporting software for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a board reporting software. What should we look at?”Negative“Which board reporting tools should a small business avoid or be cautious about?”
Claude Haiku 4.5BoardPro, OnBoardFlowwChangedBoardEffect, Boardableagainst: Nasdaq BoardvantageWaveno first choicenothing named
Three alternatives
BoardSpace, Boardable, Nasdaq BoardvantageThree alternatives
Maxio, QuickBooks Online, VisibleOne alternative
Board IntelligenceTwo alternatives
BoardEffect, QuickBooks OnlineGPT-5.4 miniBoardProFathomChangedCartaBoardableno first choicenothing named
Two alternatives
BoardPaq, OnBoardThree alternatives
Jirav, QuickBooks Online, XeroFour alternatives
Boardable, Databox, Geckoboard, Monday.comThree alternatives
BoardPro, BoardSpot, Easy BoardGemini 3.5 FlashBoardly, I'mBoard, Visibleagainst: Diligent, Nasdaq BoardvantageVisibleChangedBoardPro, Zeckagainst: DiligentBoardPro, I'mBoardagainst: Diligent, OnBoardBoardly, I'mBoardagainst: Diligent, Nasdaq Boardvantageagainst: BoardEffect, Diligent, Dropbox, Google Drive, Microsoft Power BI, Nasdaq Boardvantage, Slack, Tableau
Seven alternatives
Baremetrics, BoardPro, ChartMogul, Fathom, Google Workspace, Jirav, NotionThree alternatives
Cabal, Carta, Syft AnalyticsFive alternatives
Boardable, Databox, Elate, Fathom, OnBoardThree alternatives
BoardBreeze, Clockwork.ai, FathomSeven alternatives
Agendalink, BoardPro, Fathom, Jirav, Klipfolio, Mosaic, Syft AnalyticsPerplexity SonarBoardProagainst: Diligent BoardsVisibleChangedagainst: Dynamo, Juniper SquareBoardableagainst: ClickUp, Diligent Boards, Monday.com, TrelloBoardPro, Boardableno first choicenothing named
One alternative
FathomTwo alternatives
Carta, FairviewThree alternatives
AppDeck Board Portal, BoardEffect, OnBoardOne alternative
OnBoardGrok 4.1 FastBoardableagainst: Diligent Boards, Nasdaq BoardvantageVisibleChangedagainst: HubSpot, InvestranGoogle Looker Studioagainst: TableauBoardPro, I'mBoardagainst: My Board View/SocietBoardableagainst: Azeus Convene, Diligent Boards, Nasdaq Boardvantage, OnBoard
Two alternatives
BoardPro, OnBoardTwo alternatives
Paperstreet.vc, Standard MetricsThree alternatives
Databox, Microsoft Power BI, Zoho AnalyticsOne alternative
BoardableTwo alternatives
BoardCloud, OnBoardMistral SmallNasdaq BoardvantageVisibleChangedAlephBoardableagainst: Google Workspace, Notionno first choiceagainst: Diligent, Nasdaq Boardvantage
One alternative
ClearPoint StrategyFive alternatives
Boardable, ClearPoint Strategy, Cube, Nasdaq Boardvantage, PlanfulTwo alternatives
BoardPro, OnBoardDeepSeek V4 FlashAprio Board Portalagainst: OnBoardVisibleChangedagainst: Allvue, Altvia, InvestranBoardPro, I'mBoardagainst: BoardEffect, Diligent, OnBoardBoardProagainst: Google Workspace, Societ's My Board Viewno first choiceagainst: Diligent, Nasdaq Boardvantageagainst: Diligent, Google Drive, Nasdaq Boardvantage, Notion, OnBoard, SharePoint
Two alternatives
Boardable, ClearPoint StrategyTwo alternatives
Aleph, FoundersuiteTwo alternatives
AppDeck Board Portal, BoardableTwo alternatives
BoardSpace, BoardableFour alternatives
Boardable, Elevale, I'mBoard, SherpanyLlama 4 Maverickno first choiceno first choiceHeldBoardableBoardableAppDeck Board Portalnothing named
Four alternatives
AppDeck Board Portal, BoardEffect, Diligent Boards, OnBoardTwo alternatives
AppDeck Board Portal, BoardProFour alternatives
BoardEffect, Boardable, Diligent, OnBoardQwen 3.7 FlashI'mBoardagainst: BoardNow, Diligent Boards, Nasdaq BoardvantageVisibleChangedAppDeck Board Portalagainst: DiligentBoardShapeagainst: Diligentno first choiceagainst: Dropbox, Google Drive, Looker, Microsoft Power BI, NetSuite, Qlik Sense, Sage Intacct, Tableau, Xero
Two alternatives
Notion, SweepTwo alternatives
Investran, NotionThree alternatives
Boardable, Lino, Notion / Google WorkspaceTwo alternatives
AppDeck Board Portal, BoardBreezeKimi K2BoardProagainst: Diligent, Nasdaq BoardvantageVisibleChangedagainst: DocSendBoardProagainst: Google Workspace, NotionBoardableBoardableagainst: Diligent, Nasdaq Boardvantageagainst: Diligent Boards, Nasdaq Boardvantage
Four alternatives
AppDeck Board Portal, Boardable, Datarails, Governance360One alternative
MaxioThree alternatives
BoardSpace, Boardable, OnBoardTwo alternatives
AppDeck Board Portal, BoardProThree alternatives
Aprio Board Portal, Azeus Convene, OnBoardGLM 4.7 FlashXAppDeck Board Portalagainst: Diligent BoardsVisibleChangedBoardProagainst: Diligent BoardsBoardableno first choiceagainst: Azeus Convene, Diligent Boards, Nasdaq Boardvantage, OnBoard
Four alternatives
BoardPro, Boardable, OnBoard, SherpanyThree alternatives
Fairview, Google Slides, NotionThree alternatives
Aprio Board Portal, Govenda, OnBoardFour alternatives
BoardBreeze, BoardPro, BoardSpace, I'mBoardMiniMax M2.5no first choiceVisibleChangedBoardPro, Boardable, ClearPoint Strategy, OnBoardagainst: Diligent Boards, Nasdaq BoardvantageBoardProno first choiceagainst: Diligent, Nasdaq Boardvantage
Two alternatives
Fairview, MaxioTwo alternatives
Aleph, AppDeck Board PortalTwo alternatives
BoardBreeze, BoardSpaceBold 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 21:05 | yes | 9 | 8 s |
| Direct recommendation | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 19:04 | yes | 3 | 5 s |
| Direct recommendation | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 21:20 | yes | 21 | 52 s |
| Direct recommendation | Perplexity Sonar | sonar | 2026-09-17 19:38 | yes | 20 | 5 s |
| Direct recommendation | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 19:47 | yes | 25 | 14 s |
| Direct recommendation | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 20:16 | yes | 5 | 3 s |
| Direct recommendation | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 18:23 | yes | 13 | 20 s |
| Direct recommendation | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 20:14 | yes | 5 | 3 s |
| Direct recommendation | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 20:06 | yes | 12 | 62 s |
| Direct recommendation | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 19:22 | yes | 13 | 28 s |
| Direct recommendation | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 18:23 | yes | 13 | 76 s |
| Direct recommendation | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 20:15 | yes | 5 | 9 s |
| Paraphrase | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 19:19 | yes | 9 | 8 s |
| Paraphrase | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 19:55 | no | 0 | 4 s |
| Paraphrase | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 17:55 | yes | 14 | 24 s |
| Paraphrase | Perplexity Sonar | sonar | 2026-09-17 20:34 | yes | 20 | 6 s |
| Paraphrase | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 19:03 | yes | 26 | 17 s |
| Paraphrase | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 18:49 | yes | 6 | 7 s |
| Paraphrase | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 20:36 | yes | 15 | 19 s |
| Paraphrase | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 18:33 | yes | 5 | 3 s |
| Paraphrase | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 18:14 | yes | 10 | 39 s |
| Paraphrase | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 20:41 | yes | 18 | 25 s |
| Paraphrase | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 19:03 | yes | 11 | 24 s |
| Paraphrase | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 19:04 | yes | 10 | 38 s |
| Comparative | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 19:14 | yes | 9 | 10 s |
| Comparative | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 18:37 | yes | 6 | 10 s |
| Comparative | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 18:54 | yes | 17 | 28 s |
| Comparative | Perplexity Sonar | sonar | 2026-09-17 20:37 | yes | 19 | 12 s |
| Comparative | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 20:31 | yes | 30 | 15 s |
| Comparative | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 19:54 | yes | 7 | 9 s |
| Comparative | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 19:57 | yes | 24 | 36 s |
| Comparative | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 19:36 | yes | 6 | 3 s |
| Comparative | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 19:32 | yes | 18 | 46 s |
| Comparative | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 19:03 | yes | 20 | 36 s |
| Comparative | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 18:42 | yes | 24 | 89 s |
| Comparative | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 19:19 | yes | 12 | 22 s |
| Budget constrained | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 18:22 | yes | 9 | 7 s |
| Budget constrained | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 18:03 | yes | 4 | 5 s |
| Budget constrained | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 19:24 | yes | 10 | 17 s |
| Budget constrained | Perplexity Sonar | sonar | 2026-09-17 18:00 | yes | 20 | 7 s |
| Budget constrained | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 18:03 | yes | 32 | 17 s |
| Budget constrained | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 20:38 | yes | 5 | 3 s |
| Budget constrained | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 20:47 | yes | 9 | 10 s |
| Budget constrained | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 18:43 | yes | 5 | 3 s |
| Budget constrained | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 19:33 | yes | 9 | 36 s |
| Budget constrained | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 20:34 | yes | 8 | 24 s |
| Budget constrained | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 20:18 | yes | 13 | 22 s |
| Budget constrained | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 20:22 | yes | 5 | 20 s |
| Scale constrained | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 18:21 | no | 0 | 6 s |
| Scale constrained | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 19:13 | no | 0 | 8 s |
| Scale constrained | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 18:30 | yes | 8 | 21 s |
| Scale constrained | Perplexity Sonar | sonar | 2026-09-17 20:15 | yes | 17 | 11 s |
| Scale constrained | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 20:52 | yes | 14 | 11 s |
| Scale constrained | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 19:50 | no | 0 | 5 s |
| Scale constrained | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 18:42 | yes | 14 | 17 s |
| Scale constrained | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 20:57 | yes | 5 | 4 s |
| Scale constrained | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 18:55 | no | 0 | 26 s |
| Scale constrained | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 21:01 | yes | 10 | 23 s |
| Scale constrained | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 19:41 | yes | 14 | 109 s |
| Scale constrained | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 18:46 | yes | 8 | 20 s |
| Negative framing | Claude Haiku 4.5 | claude-haiku-4-5-20251001 | 2026-09-17 18:08 | yes | 18 | 10 s |
| Negative framing | GPT-5.4 mini | gpt-5.4-mini-2026-03-17 | 2026-09-17 19:06 | no | 0 | 5 s |
| Negative framing | Gemini 3.5 Flash | gemini-3.5-flash | 2026-09-17 18:18 | yes | 15 | 22 s |
| Negative framing | Perplexity Sonar | sonar | 2026-09-17 18:33 | yes | 20 | 11 s |
| Negative framing | Grok 4.1 Fast | spacexai/grok-4.1-fast-non-reasoning via vertex | 2026-09-17 19:55 | yes | 31 | 16 s |
| Negative framing | Mistral Small | mistral/mistral-small via mistral | 2026-09-17 19:36 | yes | 5 | 4 s |
| Negative framing | DeepSeek V4 Flash | deepseek/deepseek-v4-flash via fireworks | 2026-09-17 19:36 | yes | 22 | 24 s |
| Negative framing | Llama 4 Maverick | meta/llama-4-maverick via bedrock | 2026-09-17 19:21 | yes | 5 | 4 s |
| Negative framing | Qwen 3.7 Flash | alibaba/qwen3.7-flash via alibaba | 2026-09-17 19:00 | no | 0 | 31 s |
| Negative framing | Kimi K2 | moonshotai/kimi-k2 via novita | 2026-09-17 19:45 | yes | 12 | 28 s |
| Negative framing | GLM 4.7 FlashX | zai/glm-4.7-flashx via zai | 2026-09-17 18:39 | yes | 17 | 122 s |
| Negative framing | MiniMax M2.5 | minimax/minimax-m2.5 via minimax | 2026-09-17 20:18 | yes | 10 | 25 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
Qlik read as Qlik Sense
Unresolved, counted raw
Agendalink
Allvue
Altvia
BoardMix
BoardNow
BoardShape
Cabal
Easy Board
Elate
Elevale
Floww
Foundersuite
Google Slides/Notion templates
Google Workspace/Notion/Google Drive + Doodle
Ideals Board
Kintana
Lino
My Board View/Societ
Pervasent / Board Papers
Simbli
Societ's My Board View
Standard Metrics
Zoom
Discontinued, still offered
No shut-down product was recommended here.