Finance AI Index
Index › Planning and analysis › Financial modeling › Enterprise › September 2026 Edition

Financial modeling and scenario planning for enterprise buyers

Asked as “financial modeling software”, and as “scenario planning tool for finance”, on behalf of an enterprise B2B company. 39 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Anaplan
Clear leader
56% of first choices, clear leader.
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 businessClockwork12%ContestedStanding →Mid-marketDatarails19%ContestedStanding →EnterpriseAnaplan56%Clear leaderThis page

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
01Anaplan56%18%45endorsed leader
02Limelight18%0%10accepted challenger
03Pigment5%21%14accepted challenger
04Workday Adaptive Planning3%17%29accepted challenger
05OneStream3%42%12criticized challenger
Show the two products at 0%, ordered by negative rate
07Oracle Fusion Cloud EPM0%27%11criticized challenger
06Vena0%7%15accepted 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
Datarails vs Google SheetsDatarails vs CubeGoogle Sheets vs Cube

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
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative70%
Key
01Anaplan56%
02Limelight18%
03Pigment5%
04Workday Adaptive Planning3%
05OneStream3%
06Vena0%
07Oracle Fusion Cloud EPM0%

02What they warned about

Eight of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Llama 4 Maverick and Kimi K2 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
18%
8 of 45 labels negative · 7 of 12 models
“Tools with steep learning curves or heavy implementation overhead such as Anaplan... these can fit enterprises, but they require more technical expertise” Perplexity Sonar, negative prompt
Microsoft Excel
86%
6 of 7 labels negative · 5 of 12 models · 5 hard negative
“Many enterprises start with Excel, Visio, or PowerPoint for lack of a dedicated system. * **Why to avoid:** These tools are disconnected from your actual IT environment.” Qwen 3.7 Flash, negative prompt
OneStream
42%
5 of 12 labels negative · 5 of 12 models
“vendors like Anaplan, Pigment, and OneStream do not publish pricing” GLM 4.7 FlashX, budget prompt
Workday Adaptive Planning
17%
5 of 29 labels negative · 5 of 12 models
“(for organizations without dedicated IT/admin support) ... too expensive, slow to implement, and overly rigid” 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

63 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. 908 links across 325 sites, every framing counted. Ranked by the number of answers carrying the site or page.

worldmetrics.org
25 answers · 50 citations · 9 models
drivetrain.ai
vendor site · Drivetrain21 answers · 24 citations · 10 models
cubesoftware.com
18 answers · 21 citations · 9 models
datarails.com
vendor site · Datarails18 answers · 21 citations · 8 models
farseer.com
vendor site · Farseer16 answers · 17 citations · 9 models
barchart.com
15 answers · 17 citations · 9 models
guideflow.com
vendor site · Guideflow15 answers · 15 citations · 9 models
skyvia.com
13 answers · 13 citations · 9 models
golimelight.com
12 answers · 21 citations · 8 models
smartdatacollective.com
12 answers · 12 citations · 8 models
anaplan.com
vendor site · Anaplan11 answers · 20 citations · 6 models
g2.com
11 answers · 17 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.

datarails.com/best-financial-modeling-software
18 answers · 8 models
barchart.com/story/news/3006151/best-fpa-software-for-financial-modeling-in…
15 answers · 9 models
skyvia.com/blog/top-data-modeling-tools
13 answers · 9 models
drivetrain.ai/solutions/financial-modeling-software
12 answers · 9 models
smartdatacollective.com/data-modeling-tools
12 answers · 8 models
cubesoftware.com/blog/financial-modeling-software
11 answers · 8 models
solutionsreview.com/data-management/the-best-enterprise-data-modeling-tools…
11 answers · 9 models
worldmetrics.org/best/financial-models-software
11 answers · 6 models
farseer.com/blog/financial-modeling-tools
9 answers · 6 models
guideflow.com/blog/scenario-planning-software
9 answers · 9 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 financial modeling software for an enterprise B2B company?”Paraphrase“Which scenario planning tool for finance would you recommend to a large B2B company with thousands of employees?”Comparative“What are the top enterprise-grade modeling tools and how do they differ?”Budget-constrained“What is the best financial modeling 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 financial modeling software. What should we look at?”Negative“Which modeling tools should a large enterprise avoid or be cautious about?”
Claude Haiku 4.5Anaplan, Drivetrain
Two alternativesQuantrix Modeler, Vena
no first choiceChangedAnaplanAnaplan
One alternativeVena
no first choiceagainst: LogicGate
GPT-5.4 miniAnaplan
Five alternativesDatarails, IBM Planning Analytics, OneStream, Oracle Fusion Cloud EPM, Vena
Workday Adaptive PlanningChanged
One alternativeAnaplan
no first choiceBoardagainst: Anaplan, Microsoft Dynamics 365 Financeno first choicenothing named
Gemini 3.5 FlashPigment
Six alternativesAnaplan, Cube, Drivetrain, Planful, Vena, Workday Adaptive Planning
PigmentHeld
Three alternativesAnaplan, OneStream, Workday Adaptive Planning
no first choiceActerys
Four alternativesOracle Fusion Cloud EPM, Planful, SAP Analytics Cloud, Vena
against: Anaplan, Pigment, Workday Adaptive Planningno first choiceagainst: Claude, GPT-4, Jupyter, Lucidchart, Microsoft Excel, Microsoft Power BI, SharePoint, Tableau, Visio, draw.io
Perplexity SonarAnaplan
Three alternativesDatarails, Pigment, Workday Adaptive Planning
AnaplanHeld
Three alternativesIBM Planning Analytics, Planisware, Workday Adaptive Planning
no first choiceLimelight
One alternativeAnaplan
no first choiceagainst: Anaplan, Archi, ChartDB, DataGrip, Datarails, Lucidchart, Navicat, OneStream, Oracle Fusion Cloud EPM, TablePlus, Vena, Workday Adaptive Planning, dbdiagram.io, draw.io, pgAdmin
Grok 4.1 FastAnaplan
Four alternativesOneStream, Pigment, Vena, Workday Adaptive Planning
against: Microsoft ExcelAnaplanHeld
Two alternativesPigment, Workday Adaptive Planning
against: IBM Planning Analytics, Oracle Fusion Cloud EPMno first choiceLimelight
One alternativeAnaplan
against: OneStream, Pigment, Workday Adaptive PlanningAnaplan
One alternativeCube
against: ChatGPT, ER/Studio, Gemini, Google Sheets, Hugging Face, IBM InfoSphere Data Architect, Kaggle, Microsoft Excel, Oracle SQL Developer Data Modeler, SAP PowerDesigner, Toad Data Modeler, Visio, dbdiagram.io
Mistral SmallAnaplan
Two alternativesDatarails, Planful
AnaplanHeld
Three alternativesEpicflow, Planful, Planview
no first choiceLimelight, Quantrix Modeler
Two alternativesAnaplan, IBM Planning Analytics
no first choiceagainst: ChatGPT, Claude
DeepSeek V4 FlashAnaplan
Four alternativesCube, Jirav, NetSuite Planning & Budgeting, Workday Adaptive Planning
AnaplanHeld
Four alternativesIBM Planning Analytics, Oracle Cloud EPM / EPBCS, SAP Analytics Cloud, Workday Adaptive Planning
no first choiceLimelightagainst: Anaplan, OneStreamno first choiceagainst: DBeaver, ER/Studio, Erwin Data Modeler, IBM InfoSphere Data Architect, MySQL Workbench, SAP PowerDesigner, Sparx Systems Enterprise Architect, pgModeler
Llama 4 MaverickAnaplan
Two alternativesDatarails, Prophix
no first choiceChanged
Five alternativesAnaplan, Farseer, Planisware, Prophix, Taxilla
Erwin Data Modeler
Three alternativesER/Studio, SAP PowerDesigner, Sparx Systems Enterprise Architect
no first choiceno first choiceagainst: Databricks, ER/Studio, Erwin Data Modeler, Fivetran, Informatica, Snowflake
Qwen 3.7 FlashAnaplan
Two alternativesVena, Workday Adaptive Planning
AnaplanHeld
Two alternativesVena, Workday Adaptive Planning
no first choiceLimelightagainst: Anaplan, OneStreamno first choiceagainst: Microsoft Excel, PowerPoint, Visio
Kimi K2Anaplan
Three alternativesDatarails, Vena, Workday Adaptive Planning
Anaplan, OneStreamChanged
Three alternativesBoard, Oracle Fusion Cloud EPM, Workday Adaptive Planning
no first choiceLimelight
Two alternativesCube, Pigment
against: Anaplan, Oracle Fusion Cloud EPM, Workday Adaptive PlanningAnaplan
Three alternativesCCH Tagetik, Planful, Workday Adaptive Planning
against: Cubeagainst: ARIS, Archi, IBM Rational System Architect, Microsoft Excel, OpenEA, PowerPoint, Sparx Systems Enterprise Architect, Visio
GLM 4.7 FlashXAnaplan
Four alternativesCube, Oracle Fusion Cloud EPM, Vena, Workday Adaptive Planning
AnaplanHeld
Five alternativesBoard, Oracle Fusion Cloud EPM, Planisware, Runway, Workday Adaptive Planning
no first choiceIBM Planning Analytics
Two alternativesLimelight, Oracle Fusion Cloud EPM
against: Anaplan, OneStream, Pigmentno first choiceagainst: Anaplan, Microsoft Excel, Oracle Hyperion, SAP BPC/SAC, Workday Adaptive Planning
MiniMax M2.5Anaplan
Two alternativesOneStream, Workday Adaptive Planning
AnaplanHeld
Three alternativesTaxilla, Vena, Workday Adaptive Planning
no first choiceCube, Limelight
Three alternativesAnaplan, Oracle Fusion Cloud EPM, Workday Adaptive Planning
no first choicenothing named
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 20:24yes99 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:35yes35 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:40yes1223 s
Direct recommendationPerplexity Sonarsonar2026-09-17 19:23yes205 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:18yes3023 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 20:43yes1412 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:16yes1012 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:54yes54 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:13yes1033 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 17:55yes1046 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:32yes1375 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:15yes537 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:36no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:25yes34 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:23yes1721 s
ParaphrasePerplexity Sonarsonar2026-09-17 19:24yes185 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:13yes2512 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 18:28yes55 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:06yes2128 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:24yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:52yes514 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:34yes1439 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:15yes1275 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:27yes1035 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:29yes99 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:53yes912 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:54yes2960 s
ComparativePerplexity Sonarsonar2026-09-17 20:54yes189 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:04yes3116 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 21:01yes810 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 19:07yes2473 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:00yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:01no035 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:26yes2337 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:12yes40193 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:39yes519 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:56yes1510 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:51yes46 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:23yes2029 s
Budget constrainedPerplexity Sonarsonar2026-09-17 18:32yes206 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:05yes3521 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:01yes98 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:19yes2725 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:34yes53 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:23yes16114 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:20yes2960 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:33yes27243 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:46yes2191 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:46no07 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:46no012 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:28no018 s
Scale constrainedPerplexity Sonarsonar2026-09-17 19:18yes2013 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:35yes1511 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 21:02no06 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 19:07yes3080 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:50yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:40no031 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:57yes1537 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:06yes24106 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:16no061 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:19yes2715 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 21:06no08 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:17yes18237 s
Negative framingPerplexity Sonarsonar2026-09-17 19:05yes206 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:40yes2416 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 20:58yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 17:58yes2383 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:29yes54 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:08yes1057 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:46yes2539 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 21:10yes15142 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:57yes1853 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
ER/Studio Data Architect read as ER/Studio
Excel read as Microsoft Excel
IBM InfoSphere read as IBM InfoSphere Data Architect
Microsoft Visio read as Visio
Oracle Cloud EPM read as Oracle Fusion Cloud EPM
Oracle EPM Cloud read as Oracle Fusion Cloud EPM
Quantrix read as Quantrix Modeler
Vena Solutions read as Vena
Workday read as Workday Adaptive Planning
Unresolved, counted raw
ABACUS
AWS Data Modeling in Glue/Bedrock
Azure Data Studio extensions
ChartDB
DBeaver
DataGrip
Hackolade
IBM Rational System Architect
Kaggle
Kepion
Kubeflow
MySQL Workbench
Navicat
NetSuite Planning & Budgeting
OpenEA
Oracle Cloud EPM / EPBCS
Oracle EPM / Oracle BPCS
Orbus Infinity
Orbus iServer
SAS Model Risk Management
SQLDB
TablePlus
Vimaan
Wdesk (Workiva)
pgAdmin
pgModeler
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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