Finance AI Index
September 2026 Edition · The permanent record of this edition. The unqualified address always carries the latest edition.
Index Planning and analysis Corporate performance ma › Enterprise September 2026 Edition

Corporate performance management for enterprise buyers

Asked as “EPM software”, and as “corporate performance management platform”, on behalf of an enterprise B2B company. 47 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
30% of first choices, contested.

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
01OneStream30%7%54accepted challenger
02Anaplan30%28%57criticized challenger
03Oracle Fusion Cloud EPM17%26%46criticized challenger
04Workday Adaptive Planning4%20%50accepted challenger
05SAP Analytics Cloud2%17%23accepted challenger
06Planful2%18%17accepted challenger
Show the six products at 0%, ordered by negative rate
12SAP Business Planning and Consolidation0%60%10criticized challenger
11Vena0%50%18criticized challenger
10IBM Planning Analytics0%39%18criticized challenger
08Pigment0%6%16accepted challenger
07Board0%0%14accepted challenger
09CCH Tagetik0%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.

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
01OneStream30%
02Anaplan30%
03Oracle Fusion Cloud EPM17%
04Workday Adaptive Planning4%
05SAP Analytics Cloud2%
06Planful2%
07Board0%
08Pigment0%
09CCH Tagetik0%
10IBM Planning Analytics0%
11Vena0%
12SAP Business Planning and Consolidation0%

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, 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
28%
16 of 57 labels negative · 9 of 12 models · 2 hard negative
“Avoid defaulting to Anaplan or Workday Adaptive if cost predictability across thousands of users is your top priority” DeepSeek V4 Flash, budget prompt
Vena
50%
9 of 18 labels negative · 9 of 12 models · 2 hard negative
“Excel-based EPM Tools (e.g., Vena, Datarails) ... often lack the scalability required for large enterprises” Mistral Small, negative prompt
Oracle Fusion Cloud EPM
26%
12 of 46 labels negative · 9 of 12 models · 1 hard negative
“avoid platforms that demand heavy custom-model maintenance (e.g., Anaplan, Oracle EPM Cloud)” MiniMax M2.5, negative prompt
Workday Adaptive Planning
20%
10 of 50 labels negative · 8 of 12 models · 2 hard negative
“can feel "lightweight" for global enterprises. Reddit threads note teams abandoning it for more robust tools like Anaplan” 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

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. 5 of those lists are Google grounding redirects that name no site and are left out of the counts. 1024 links across 247 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · Drivetrain43 answers · 46 citations · 10 models
24 answers · 25 citations · 10 models
23 answers · 48 citations · 8 models
23 answers · 25 citations · 9 models
21 answers · 21 citations · 10 models
vendor site · OneStream19 answers · 28 citations · 6 models
18 answers · 18 citations · 6 models
vendor site · Oracle17 answers · 24 citations · 7 models
17 answers · 18 citations · 8 models
vendor site · PeopleGoal17 answers · 18 citations · 9 models
vendor site · Board15 answers · 16 citations · 5 models
13 answers · 17 citations · 8 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.

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 an enterprise B2B company?”Paraphrase“Which corporate performance management platform would you recommend to a large B2B company with thousands of employees?”Comparative“What are the top enterprise-grade EPM platforms and how do they differ?”Budget-constrained“What is the best EPM 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 EPM software. What should we look at?”Negative“Which EPM platforms should a large enterprise avoid or be cautious about?”
Claude Haiku 4.5OneStream
Five alternativesAnaplan, CCH Tagetik, Oracle Fusion Cloud EPM, SAP Enterprise Performance Management, Workday Adaptive Planning
BetterworksChanged
One alternativeLattice
against: SAP SuccessFactors, Workday
Anaplan, OneStream, Oracle Fusion Cloud EPM
Seven alternativesCCH Tagetik, Drivetrain, Pigment, Prophix, SAP Enterprise Performance Management, Vena, Workday Adaptive Planning
Anaplan, OneStreamagainst: Oracle, SAPno first choiceagainst: Anaplan, Datarails, Oracle, Vena
GPT-5.4 miniOneStream, Oracle Fusion Cloud EPM
Two alternativesAnaplan, Workday Adaptive Planning
Oracle Fusion Cloud EPMChanged
Two alternativesAnaplan, Board
OneStream, Oracle Fusion Cloud EPM
Six alternativesAnaplan, IBM Planning Analytics, SAP Analytics Cloud, SAP Business Planning and Consolidation, SAP S/4HANA Group Reporting, Workday Adaptive Planning
Oracle Fusion Cloud EPM
Three alternativesPigment, Planful, Workday Adaptive Planning
no first choicenothing named
Gemini 3.5 FlashAnaplan
Three alternativesOneStream, Pigment, Workday Adaptive Planning
OneStreamChanged
Four alternativesAnaplan, Betterworks, Lattice, Workday Adaptive Planning
against: Oracle Hyperion, SAP SuccessFactors, Workday HCM
no first choice
Six alternativesAnaplan, OneStream, Oracle Fusion Cloud EPM, Pigment, SAP Analytics Cloud, Workday Adaptive Planning
OneStream
Five alternativesManageEngine Application Control Plus, Microsoft Intune EPM, Oracle Fusion Cloud EPM, ProofHub, Smartsheet
against: Anaplan, Asana, BeyondTrust, CyberArk, Monday.com, Workday Adaptive Planning, Wrike
no first choiceagainst: Anaplan, Centage, Cube, IBM Planning Analytics, Oracle Hyperion, Pigment, Planful, Prophix, SAP Business Planning and Consolidation, Vena, Workday Adaptive Planning
Perplexity SonarAnaplan, OneStream
Three alternativesBoard, Drivetrain, Oracle Fusion Cloud EPM
Workday PerformanceChanged
One alternativeBetterworks
no first choiceOracle Fusion Cloud EPM
Two alternativesAnaplan, OneStream
no first choiceagainst: Anaplan, Cartesis, Datarails, IBM Planning Analytics, Longview Khalix, OneStream, Oracle Fusion Cloud EPM, Oracle Hyperion, Oracle Hyperion Financial Management, Planful, Prophix, SAP Business Planning and Consolidation, Vena, Workday Adaptive Planning
Grok 4.1 FastOneStream
Three alternativesAnaplan, Oracle Fusion Cloud EPM, Workday Adaptive Planning
WorkdayChanged
Four alternativesAnaplan, OneStream, Oracle Fusion Cloud HCM/EPM, SAP SuccessFactors
Oracle Fusion Cloud EPM
Four alternativesAnaplan, OneStream, SAP Analytics Cloud, Workday Adaptive Planning
Oracle Fusion Cloud EPM
Three alternativesCCH Tagetik, OneStream, Workday Adaptive Planning
against: Anaplan
Anaplan, OneStreamagainst: Anaplan, Datarails, Jedox, Oracle Fusion Cloud EPM, Vena, Workday Adaptive Planning
Mistral SmallAnaplan
Four alternativesOneStream, Oracle Fusion Cloud EPM, SAP Enterprise Performance Management, Workday Adaptive Planning
Anaplan, OneStreamChanged
One alternativeBetterworks
Anaplan
Nine alternativesIBM Planning Analytics, Infor CloudSuite EPM, OneStream, Oracle Fusion Cloud EPM, Pigment, Planful, SAP Analytics Cloud, Vena, Workday Adaptive Planning
no first choiceno first choiceagainst: Datarails, Oracle Fusion Cloud EPM, Vena
DeepSeek V4 FlashAnaplan
Four alternativesBoard, OneStream, Oracle Fusion Cloud EPM, Workday Adaptive Planning
AnaplanHeld
One alternativeOneStream
no first choiceagainst: SAP Analytics CloudOracle Fusion Cloud EPM
One alternativeOneStream
against: Anaplan, Workday Adaptive Planning
no first choice
Four alternativesOneStream, Oracle Fusion Cloud EPM, SAP Analytics Cloud, Workday Adaptive Planning
against: Anaplan
against: Anaplan, Cartesis, IBM Planning Analytics, Longview Khalix, OneStream, Oracle Fusion Cloud EPM, Oracle Hyperion, SAP Analytics Cloud, SAP Business Planning and Consolidation, Workday Adaptive Planning
Llama 4 Maverickno first choiceAnaplan, Workday Adaptive Planning, WorkivaChangedDrivetrain
Three alternativesAnaplan, Jedox, Vena
no first choiceAnaplan
Three alternativesOneStream, Oracle Fusion Cloud EPM, Pigment
against: Anaplan, Datarails, Oracle Fusion Cloud EPM, Vena, Workday Adaptive Planning
Qwen 3.7 FlashWorkday Adaptive Planning
Three alternativesAnaplan, OneStream, Oracle Fusion Cloud EPM
AnaplanChanged
Five alternativesBetterworks, Lattice, OneStream, Workday Adaptive Planning, Workday Performance Module
no first choiceLimelight
Three alternativesOracle Hyperion, Vena, Workday Adaptive Planning
against: Anaplan, OneStream, Oracle Fusion Cloud EPM
no first choiceagainst: Acumatica, Anaplan, IBM Planning Analytics, NetSuite OneStream, Oracle Fusion Cloud EPM, SAP Analytics Cloud, SAP Business Planning and Consolidation, Salesforce, ServiceNow, Workday Adaptive Planning
Kimi K2Anaplan, OneStream
Three alternativesOracle Fusion Cloud EPM, SAP Analytics Cloud, Workday Adaptive Planning
BetterworksChanged
Two alternativesSAP SuccessFactors, Workday Performance Management
against: Lattice
Oracle Fusion Cloud EPM
Eight alternativesAnaplan, Board, CCH Tagetik, OneStream, Prophix, SAP Analytics Cloud, SAP Business Planning and Consolidation, Workday Adaptive Planning
OneStream
Three alternativesOracle Fusion Cloud EPM, Planful, SAP Analytics Cloud
against: Anaplan, Workday Adaptive Planning
no first choiceagainst: Anaplan, Datarails, IBM Planning Analytics, Oracle Fusion Cloud EPM, Oracle Hyperion Financial Management, SAP Business Planning and Consolidation, SAP S/4HANA Group Reporting, Vena
GLM 4.7 FlashXDrivetrain
Four alternativesAnaplan, OneStream, Pigment, Planview Enterprise One
OneStreamChanged
Two alternativesAnaplan, Workiva
no first choicePlanful
Two alternativesVena, Workday Adaptive Planning
against: OneStream, Oracle Fusion Cloud EPM
no first choiceagainst: Jedox, Oracle Fusion Cloud EPM, Prophix, Vena, Workday Adaptive Planning
MiniMax M2.5Oracle Fusion Cloud EPM
Three alternativesAnaplan, SAP Analytics Cloud, Workday Adaptive Planning
AnaplanChanged
Six alternativesCCH Tagetik, IBM Planning Analytics, OneStream, Oracle Hyperion, SAP Business Planning and Consolidation, Workday Adaptive Planning
no first choiceOneStream, SAP Analytics Cloudagainst: Anaplan, Oracle Fusion Cloud EPMAnaplan, OneStream, Oracle Fusion Cloud EPM
One alternativeWorkday Adaptive Planning
against: Planful, SAP Analytics Cloud
against: Anaplan, Datarails, Hyperion Planning, Oracle Fusion Cloud EPM, Oracle Hyperion Financial Management, SAP Business Planning and Consolidation, Vena
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 21:00yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:59yes56 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:40yes1526 s
Direct recommendationPerplexity Sonarsonar2026-09-17 20:43yes206 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:40yes3621 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 18:14yes139 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:25yes2225 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:37yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:55no025 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:37yes1452 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:16yes21252 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:29yes1328 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:34yes179 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:09yes38 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:03yes1728 s
ParaphrasePerplexity Sonarsonar2026-09-17 20:41yes187 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 17:58yes4016 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 19:00yes55 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:17yes1418 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:37yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:46yes1473 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:50yes1728 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:00yes2896 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 17:59no049 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:19yes1314 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:09yes610 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:55yes2069 s
ComparativePerplexity Sonarsonar2026-09-17 18:01yes2017 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:02yes2916 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 21:02yes913 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 19:22yes1983 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:56yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:18yes528 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:33yes1432 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:48yes1554 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:24yes2559 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:51yes147 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:22yes65 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:59yes2429 s
Budget constrainedPerplexity Sonarsonar2026-09-17 20:57yes205 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:02yes3920 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:32yes56 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:59yes2830 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:58yes54 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:36yes2466 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:51yes2543 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:13yes2674 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 21:06yes2159 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:47no07 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:54no09 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:39no020 s
Scale constrainedPerplexity Sonarsonar2026-09-17 21:00yes2013 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:47yes1915 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:00no07 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 18:25yes3092 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:00yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:55no026 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:13yes2443 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:32yes1585 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:09yes1324 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:01yes2512 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:05yes55 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:13yes2835 s
Negative framingPerplexity Sonarsonar2026-09-17 19:19yes1711 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:03yes2217 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 18:21yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:58yes3432 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:36yes54 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:10yes537 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:15yes3039 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:00yes34273 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:32yes2482 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 (Workday) read as Workday Adaptive Planning
Adaptive Insights (now part of Workday) read as Workday Adaptive Planning
Microsoft Intune Endpoint Privilege Management (EPM) read as Microsoft Intune EPM
Oracle Cloud EPM read as Oracle Fusion Cloud EPM
Oracle Cloud EPM (Hyperion successor) read as Oracle Fusion Cloud EPM
Oracle Cloud EPM (Hyperion/FCCS/EPBCS) read as Oracle Fusion Cloud EPM
Oracle EPM read as Oracle Fusion Cloud EPM
Oracle EPM Cloud read as Oracle Fusion Cloud EPM
Oracle EPM Cloud (EPBCS) read as Oracle Fusion Cloud EPM
Oracle EPM Cloud (Fusion Cloud EPM) read as Oracle Fusion Cloud EPM
Oracle EPM Cloud (formerly Hyperion) read as Oracle Fusion Cloud EPM
Oracle EPM Cloud suite read as Oracle Fusion Cloud EPM
SAP BPC read as SAP Business Planning and Consolidation
SAP BPC (Business Planning & Consolidation) read as SAP Business Planning and Consolidation
SAP BPC (Business Planning and Consolidation) read as SAP Business Planning and Consolidation
SAP BPC (now part of SAP EPM / SAP Analytics Cloud) read as SAP Business Planning and Consolidation
Vena Solutions read as Vena
Wolters Kluwer (CCH Tagetik) read as CCH Tagetik
Wolters Kluwer CCH Tagetik read as CCH Tagetik
Workday Adaptive read as Workday Adaptive Planning
Unresolved, counted raw
Asana Portfolio
Clarity PPM
Hyperion Planning
Infor CloudSuite EPM
Infor EPM
ManageEngine Application Control Plus
NetSuite OneStream (or NetSuites native EPM modules)
ONES.com
Oracle Fusion Cloud HCM
Oracle Fusion Cloud HCM/EPM
ProofHub
ServiceNow PPM
ServiceNow Strategic Portfolio Management
Workday HCM
Workday Performance
Workday Performance Management
Workday Performance Module
monday Work Management
Discontinued, still offered
No shut-down product was recommended here.
← BoardFinancial modeling →