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

Corporate performance management

Asked as “EPM software”, and as “corporate performance management platform”, on behalf of a mid-market B2B company. 42 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Planful
Contested
29% 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 businessCube16%ContestedStanding →Mid-marketPlanful29%ContestedThis pageEnterpriseOneStream30%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
01Planful29%12%40accepted challenger
02Vena12%8%37accepted challenger
03Prophix12%9%23accepted challenger
04Workday Adaptive Planning12%27%41criticized challenger
05Pigment5%5%21accepted challenger
06Cube5%0%14accepted challenger
07Jedox2%7%15accepted challenger
08Anaplan2%56%41criticized challenger
Show the four products at 0%, ordered by negative rate
12Oracle Fusion Cloud EPM0%48%31criticized challenger
10OneStream0%31%29criticized challenger
11SAP Analytics Cloud0%27%11criticized challenger
09Drivetrain0%0%16accepted 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
Planful vs VenaPlanful vs ProphixVena vs Prophix

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
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Planful29%
02Vena12%
03Prophix12%
04Workday Adaptive Planning12%
05Pigment5%
06Cube5%
07Jedox2%
08Anaplan2%
09Drivetrain0%
10OneStream0%
11SAP Analytics Cloud0%
12Oracle Fusion Cloud EPM0%

02What they warned about

Four of twelve models held their first choice under the paraphrase. Gemini 3.5 Flash, 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.
Anaplan
56%
23 of 41 labels negative · 10 of 12 models · 4 hard negative
“you generally want to avoid heavy enterprise platforms like Anaplan or Oracle (which cost tens of thousands annually)” Qwen 3.7 Flash, budget prompt
Oracle Fusion Cloud EPM
48%
15 of 31 labels negative · 9 of 12 models · 2 hard negative
“| **Oracle EPM Cloud** | $150–$500+/user/month | Enterprise-grade with high implementation costs” Kimi K2, budget prompt
OneStream
31%
9 of 29 labels negative · 8 of 12 models · 1 hard negative
“Avoid large enterprise platforms like **Anaplan** or **OneStream** if budget is the main constraint” Perplexity Sonar, budget prompt
Workday Adaptive Planning
27%
11 of 41 labels negative · 7 of 12 models · 1 hard negative
“**Avoid:** Enterprise platforms like Anaplan or Workday Adaptive ... they're overkill and significantly more expensive” Kimi K2, paraphrase 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

62 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. 838 links across 205 sites, every framing counted. Ranked by the number of answers carrying the site or page.

drivetrain.ai
vendor site · Drivetrain35 answers · 41 citations · 10 models
cfoshortlist.com
24 answers · 38 citations · 9 models
golimelight.com
20 answers · 22 citations · 9 models
cybersecuritynews.com
20 answers · 21 citations · 9 models
gbhackers.com
20 answers · 20 citations · 9 models
thecfoclub.com
20 answers · 20 citations · 10 models
peoplegoal.com
vendor site · PeopleGoal18 answers · 18 citations · 7 models
peoplemanagingpeople.com
17 answers · 17 citations · 10 models
gartner.com
13 answers · 30 citations · 7 models
g2.com
13 answers · 24 citations · 6 models
cubesoftware.com
13 answers · 14 citations · 9 models
worldmetrics.org
13 answers · 14 citations · 7 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.

drivetrain.ai/solutions/enterprise-performance-management-software
33 answers · 10 models
cybersecuritynews.com/best-endpoint-privilege-management-tools/amp
20 answers · 9 models
gbhackers.com/best-epm-tools-compared-2
20 answers · 9 models
thecfoclub.com/tools/best-epm-software
18 answers · 10 models
peoplegoal.com/blog/epm-software
15 answers · 7 models
peoplemanagingpeople.com/tools/epm-software
15 answers · 10 models
cfoshortlist.com/reports
11 answers · 7 models
cubesoftware.com/blog/best-epm-software
11 answers · 9 models
cyberpress.org/epm-tools-by-business-size-3
11 answers · 8 models
golimelight.com/blog/best-epm-software
11 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 EPM software for a mid-market B2B company?”Paraphrase“Which corporate performance management platform would you recommend to a mid-sized B2B company?”Comparative“What are the top EPM platforms and how do they differ?”Budget-constrained“What is the best EPM software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a EPM software. What should we look at?”Negative“Which EPM platforms should I avoid or be cautious about?”
Claude Haiku 4.5no first choiceno first choiceHeldOneStream
Five alternativesDrivetrain, Oracle Fusion Cloud EPM, Pigment, Planful, Vena
against: AnaplanVena
One alternativeCube
against: Planfulno first choiceagainst: Oracle Hyperion
GPT-5.4 miniWorkday Adaptive Planning
Two alternativesOneStream, Oracle Fusion Cloud EPM
against: Oracle NetSuiteWorkday Adaptive PlanningHeld
Two alternativesAnaplan, Oracle Fusion Cloud EPM
Oracle Fusion Cloud EPM
Two alternativesAnaplan, Workday Adaptive Planning
Workday Adaptive Planning
One alternativeOracle Cloud EPM Planning in its Standard subscription
against: OneStream, Oracle Fusion Cloud EPM, SAP Enterprise Performance Managementno first choicenothing named
Gemini 3.5 FlashPigment
Six alternativesCube, Mosaic, NetSuite Planning and Budgeting, Planful, Prophix, Vena
against: Anaplan, Oracle Fusion Cloud EPMPlanfulChanged
Four alternativesCube, Mosaic, Pigment, Vena
against: Anaplan, Oracle Fusion Cloud EPMno first choice
Five alternativesOneStream, Oracle Fusion Cloud EPM, Pigment, Vena, Workday Adaptive Planning
against: AnaplanClockwork
Four alternativesBudgyt, Fathom, Jirav, LiveFlow
against: Oracle Fusion Cloud EPM, Planview Enterprise One, Workday Adaptive Planningno first choiceagainst: Oracle Hyperion, SAP Business Planning and Consolidationagainst: Anaplan, IBM Planning Analytics, OneStream, Oracle Fusion Cloud EPM, Oracle Hyperion, Planful, Prophix, SAP Analytics Cloud, SAP Business Planning and Consolidation, Vena, Workday Adaptive Planning
Perplexity SonarPlanful
Two alternativesDrivetrain, Prophix
PlanfulHeld
One alternativedeFacto Global
OneStream, Oracle Fusion Cloud EPM
Seven alternativesJedox, Pigment, Planful, Prophix, SAP Analytics Cloud, Vena, Workday Adaptive Planning
against: AnaplanMicrosoft's EPM option, PeopleGoalagainst: Anaplan, OneStream, Planful, Workday Adaptive Planningno first choiceagainst: Anaplan, Oracle Fusion Cloud EPM, Oracle Hyperion, SAP Business Planning and Consolidation
Grok 4.1 FastPlanful
Three alternativesDrivetrain, Prophix, Vena
PlanfulHeld
Three alternativesProphix, Vena, Workday Adaptive Planning
against: Anaplan, Lattice, Oracleno first choicePlanGuru
Four alternativesBudgyt, Cube, Dryrun, Jirav
against: Anaplan, Apache OFBiz, ERPNext, OneStream, Oracle Fusion Cloud EPM, Workday Adaptive PlanningPlanful, Vena
Two alternativesOneStream, Pigment
against: Anaplan, Axiom, OneStream, Oracle Fusion Cloud EPM, Pigment, Workday Adaptive Planning
Mistral SmallPlanful
Three alternativesCube, Drivetrain, Prophix
Anaplan, Workday Adaptive PlanningChanged
One alternativeLattice
against: Planfulno first choiceJedox, Small Improvementsno first choice
Three alternativesProphix, Vena, Workday Adaptive Planning
against: Workday Peakon Employee Voice
DeepSeek V4 FlashPlanful, Prophix
Five alternativesCube, Datarails, Drivetrain, Vena, Workday Adaptive Planning
PlanfulChanged
Three alternativesAbacum, Prophix, Vena
against: Anaplan, Workday Adaptive PlanningOracle Fusion Cloud EPM
Nine alternativesAnaplan, Board, Drivetrain, Jedox, OneStream, Pigment, SAP Analytics Cloud, Vena, Workday Adaptive Planning
Vena
Four alternativesAdmin By Request, Cube, Jedox, Limelight
Workday Adaptive Planning
Four alternativesJedox, Pigment, Planful, Vena
against: Anaplan, OneStream, Oracle Fusion Cloud EPMagainst: Anaplan, Oracle Fusion Cloud EPM, SAP Analytics Cloud, Workday Adaptive Planning
Llama 4 MaverickPlanful
Four alternativesDrivetrain, Prophix, Workday Adaptive Planning, deFacto Global
deFacto GlobalChanged
Four alternativesLattice, Mosaic, Vena, Workday Adaptive Planning
no first choiceno first choiceno first choiceagainst: Anaplan, Oracle Fusion Cloud EPM, Oracle Hyperion, SAP Business Planning and Consolidation
Qwen 3.7 FlashSonar
Four alternativesAnaplan, OneStream, Planful, Vena
VenaChanged
Two alternativesOneStream, Workday Adaptive Planning
no first choice
Eight alternativesAnaplan, OneStream, Oracle Fusion Cloud EPM, Pigment, Planful, SAP Analytics Cloud, Vena, Workday Adaptive Planning
Cube
Six alternativesAdmin By Request, Datarails, Heimdal Security, ManageEngine, Mosaic, Zoho Books / Zoho Analytics
against: Anaplan, CyberArk, Oracleno first choiceagainst: IBM Cognos, IBM Planning Analytics, Microsoft Dynamics 365 Advanced Financials, NetSuite Planning and Budgeting, Oracle Hyperion, SAP Business Planning and Consolidation, SAP S/4HANA Embedded Planning
Kimi K2Planful, Prophix
Four alternativesCube, Drivetrain, OneStream, Vena
VenaChanged
Three alternativesDatarails, Planful, Prophix
against: Anaplan, Workday Adaptive Planningno first choiceCube
Three alternativesDatarails, Limelight, Prophix
against: Anaplan, Oracle Fusion Cloud EPM, Planful, Venano first choiceagainst: Anaplanagainst: Anaplan, IBM Planning Analytics, Jedox, OneStream, Oracle Fusion Cloud EPM, Oracle Hyperion, Prophix, SAP Analytics Cloud, Vena, Workday Adaptive Planning
GLM 4.7 FlashXProphix
Four alternativesDrivetrain, Limelight, Planful, Vena
against: Workday Adaptive PlanningdeFacto GlobalChanged
Five alternativesMosaic, Planful, Prophix, Vena, Workday Adaptive Planning
Wrike
Five alternativesAsana, Jira, Microsoft Project, Monday.com, Smartsheet
against: OnePlan, monday AI Workspaceno first choiceno first choiceagainst: Anaplan, EPM Live, OneStream, Oracle Fusion Cloud EPM
MiniMax M2.5Pigment, Planful, Prophix
Three alternativesCube, Drivetrain, Workday Adaptive Planning
ProphixChanged
Three alternativesCube, Lattice, deFacto Global
against: Anaplan, OneStreamPigment
Six alternativesAnaplan, Jedox, OneStream, Oracle Fusion Cloud EPM, Planful, Vena
Wave
Two alternativesJedox, Limelight
no first choiceagainst: Anaplan, EPM Live, Oracle Fusion Cloud EPM, Workday Adaptive Planning
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 19:19no05 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:12yes46 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 20:06yes1925 s
Direct recommendationPerplexity Sonarsonar2026-09-17 18:03yes206 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:14yes3520 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 19:40yes128 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:04yes1616 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:06yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:29no033 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:10yes924 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:00yes1627 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:26yes1232 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:00no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:29yes35 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:07yes1825 s
ParaphrasePerplexity Sonarsonar2026-09-17 20:15yes205 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:27yes2514 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 19:55yes56 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 19:07yes2150 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:54yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:02no030 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:45yes1441 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:10yes13111 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:27yes1631 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:29yes97 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:33yes68 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:52yes2523 s
ComparativePerplexity Sonarsonar2026-09-17 18:01yes2010 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:28yes2920 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 18:13yes88 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:54yes1820 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:34yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:16yes1030 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:46yes1030 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:57yes13119 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:00yes1528 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:51yes1810 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:45yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:15yes1723 s
Budget constrainedPerplexity Sonarsonar2026-09-17 19:40yes156 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:24yes2420 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:33yes1111 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:52yes2826 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:01yes53 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:21yes1356 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:13yes1850 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:22yes1039 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:04yes1537 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:19no08 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 21:03no09 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:20yes954 s
Scale constrainedPerplexity Sonarsonar2026-09-17 17:54yes189 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:59yes1311 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:46no010 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:01yes2925 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:51yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:26no030 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:54yes841 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:12yes1384 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:43yes521 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:26yes2613 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:47no03 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:57yes1357 s
Negative framingPerplexity Sonarsonar2026-09-17 20:15yes2010 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:34yes4020 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:54yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:49yes2234 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:56yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:07no029 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:02yes2953 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:53yes2277 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:28yes2440 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
Adaptive Insights read as Workday Adaptive Planning
Adaptive Insights (by Workday) read as Workday Adaptive Planning
Axiom Software read as Axiom
BPC read as SAP Business Planning and Consolidation
Host Analytics read as Planful
NetSuite read as Oracle NetSuite
Oracle Cloud EPM read as Oracle Fusion Cloud EPM
Oracle Cloud EPM (Hyperion) read as Oracle Fusion Cloud EPM
Oracle EPM read as Oracle Fusion Cloud EPM
Oracle EPM (Hyperion) read as Oracle Fusion Cloud EPM
Oracle EPM Cloud read as Oracle Fusion Cloud EPM
Oracle EPM Enterprise read as Oracle Fusion Cloud EPM
Planview read as Planview Enterprise One
Prophix One read as Prophix
Prophix One™ read as Prophix
SAP BPC read as SAP Business Planning and Consolidation
SAP BPC (On-Premise) read as SAP Business Planning and Consolidation
Vena Solutions read as Vena
Wolters Kluwer (CCH Tagetik) read as CCH Tagetik
Workday Adaptive read as Workday Adaptive Planning
Unresolved, counted raw
Apache OFBiz
Arcon
Excel/Google Sheets + Power Query/Scripts
Heimdal
Heimdal Security
Infor d/EPM
Microsoft Dynamics 365 Advanced Financials (Planning)
Microsoft Project
Microsoft's EPM option
OnePlan
Oracle Cloud EPM Planning in its Standard subscription
Peoplebox
SAP S/4HANA Embedded Planning
Scoro
Sonar
Tableau Public
Workday Peakon Employee Voice
Xero Practice Manager
monday AI Workspace
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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