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

Financial reporting and dashboards for enterprise buyers

Asked as “financial reporting software”, and as “finance dashboard tool”, on behalf of an enterprise B2B company. 47 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Contested
19% 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
01Microsoft Power BI19%26%31criticized challenger
02OneStream17%21%19accepted challenger
03Workday Adaptive Planning9%13%15accepted challenger
04Anaplan4%15%13accepted challenger
05Tableau2%27%26criticized challenger
06SAP Analytics Cloud2%12%17accepted challenger
07Oracle NetSuite2%20%10accepted challenger
Show the three products at 0%, ordered by negative rate
10IBM Cognos Analytics0%33%12criticized challenger
09Qlik Sense0%33%12criticized challenger
08Looker0%13%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.

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
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative30%
Key
01Microsoft Power BI19%
02OneStream17%
03Workday Adaptive Planning9%
04Anaplan4%
05Tableau2%
06SAP Analytics Cloud2%
07Oracle NetSuite2%
08Looker0%
09Qlik Sense0%
10IBM Cognos Analytics0%

02What they warned about

One of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, 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.
Microsoft Power BI
26%
8 of 31 labels negative · 8 of 12 models · 1 hard negative
“charge per user, which becomes prohibitively expensive and unpredictable at thousands of users” Qwen 3.7 Flash, budget prompt
Microsoft Excel
100%
7 of 7 labels negative · 7 of 12 models · 7 hard negative
“Spreadsheet-based reports typically rely on manual data imports or ad-hoc data exports into tools like Excel... often lack scalability, automation or enterprise governance.” Claude Haiku 4.5, negative prompt
Tableau
27%
7 of 26 labels negative · 7 of 12 models · 1 hard negative
“Avoid: Per-User Pricing Models” Qwen 3.7 Flash, budget prompt
Google Sheets
100%
5 of 5 labels negative · 5 of 12 models · 5 hard negative
“Spreadsheet-Based Reporting (Excel/Google Sheets) ... consistently warns against relying on spreadsheets at enterprise scale” MiniMax M2.5, 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

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. 5 of those lists are Google grounding redirects that name no site and are left out of the counts. 932 links across 350 sites, every framing counted. Ranked by the number of answers carrying the site or page.

25 answers · 45 citations · 10 models
vendor site · HighRadius19 answers · 21 citations · 9 models
18 answers · 21 citations · 8 models
17 answers · 18 citations · 10 models
16 answers · 21 citations · 7 models
16 answers · 18 citations · 10 models
13 answers · 14 citations · 9 models
vendor site · Drivetrain13 answers · 13 citations · 6 models
12 answers · 12 citations · 6 models
vendor site · Zipdo12 answers · 12 citations · 8 models
10 answers · 10 citations · 8 models
vendor site · Guideflow9 answers · 9 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.

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 reporting software for an enterprise B2B company?”Paraphrase“Which finance dashboard tool would you recommend to a large B2B company with thousands of employees?”Comparative“What are the top enterprise-grade reporting tools and how do they differ?”Budget-constrained“What is the best financial 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 financial reporting software. What should we look at?”Negative“Which reporting tools should a large enterprise avoid or be cautious about?”
Claude Haiku 4.5no first choiceMicrosoft Power BI, TableauChanged
Two alternativesLooker, SAP Analytics Cloud
no first choiceOneStream
Two alternativesWorkiva, insightsoftware
no first choiceagainst: Google Sheets, Microsoft Excel
GPT-5.4 miniWorkday Adaptive Planning
Two alternativesOracle Financials / Oracle BI reporting stack, SAP Analytics Cloud
Workday Adaptive PlanningHeld
One alternativeAnaplan
Microsoft Power BI
Six alternativesIBM Cognos Analytics, Looker, Oracle Analytics, Qlik Sense, SAP Analytics Cloud, Tableau
Oracle Cloud EPM, Workivaagainst: SAP Financeno first choicenothing named
Gemini 3.5 FlashPigment
Five alternativesMaxio, OneStream, Oracle NetSuite, Sage Intacct, Workday Adaptive Planning
against: Anaplan
Pigment, Workday Adaptive PlanningChanged
Four alternativesAnaplan, Microsoft Power BI, OneStream, Tableau
Microsoft Power BI
Six alternativesAmazon QuickSight, Databricks, Looker, Qlik Sense, Tableau, ThoughtSpot
Workiva
Two alternativesAcumatica, Cube
against: Anaplan, OneStream, Oracle, Oracle Cloud EPM, SAP, SAP Analytics Cloud, Workday Adaptive Planning
no first choiceagainst: Google Sheets, IBM Cognos Analytics, JasperReports, Microsoft Excel, Microsoft Power BI, SAP BusinessObjects, SAP Crystal Reports, SQL Server Reporting Services
Perplexity SonarOneStream, Workday Adaptive Planning
Two alternativesHighRadius, Oracle Fusion Cloud ERP
Microsoft Power BIChanged
Three alternativesDomo, HighRadius, Sigma Computing
Microsoft Power BI
Seven alternativesDomo, IBM Cognos Analytics, Looker, Qlik Sense, SAP Analytics Cloud, Sisense, Tableau
OneStream
One alternativeWorkiva
no first choiceagainst: Google Slides, Looker Studio, PowerPoint
Grok 4.1 FastOneStream
Three alternativesOracle Cloud EPM, SAP Analytics Cloud, Workiva
Microsoft Power BIChanged
Two alternativesLooker, Tableau
Microsoft Power BI, Tableau
Five alternativesGoogle, Oracle Analytics, Qlik, SAP Analytics Cloud, ThoughtSpot
SAP S/4HANA
Two alternativesOracle Fusion Cloud ERP, Workday Financial Management
against: BlackLine, Cube, OneStream, Workiva
no first choiceagainst: Google Sheets, Looker, Metabase, Microsoft Excel, Microsoft Power BI, Qlik Sense, Tableau
Mistral SmallHighRadius, MaxioMicrosoft Power BIChangedMicrosoft Power BI
Three alternativesIBM Cognos Analytics, SAP BusinessObjects, Tableau
Anaplan, OneStream
Two alternativesSage Intacct, insightsoftware
no first choiceagainst: IBM Cognos Analytics, Microsoft Power BI, Oracle Analytics, Qlik Sense, SAP BusinessObjects, SAP Crystal Reports, SAS Business Intelligence, Tableau
DeepSeek V4 FlashOneStream
Ten alternativesAnaplan, BlackLine, CCH Tagetik, Oracle Cloud EPM, Oracle Financial Consolidation and Close, Oracle Fusion Cloud ERP, Planful, SAP Financial Closing, SAP S/4HANA, Workday Financial Management
Microsoft Power BIChanged
Four alternativesAnaplan, Domo, Tableau, Workday Adaptive Planning
Microsoft Power BI
Five alternativesIBM Cognos Analytics, Looker, MicroStrategy, SAP BusinessObjects, Tableau
Acumatica, Joiinagainst: OneStream, Oracle NetSuiteno first choiceagainst: BIRT, Google Sheets, IBM Cognos Analytics, JasperReports, Microsoft Excel, Microsoft Power BI, Pentaho, Qlik Sense, SAP Crystal Reports, SQL Server Reporting Services, Tableau
Llama 4 MaverickMaxio
Two alternativesHighRadius, SAP Analytics Cloud
Microsoft Power BI, Omni Analytics, Sigma ComputingChangedno first choiceno first choiceno first choiceagainst: Spreadsheets
Qwen 3.7 FlashBlackLine, Oracle NetSuite, SAP S/4HANA
Five alternativesAnaplan, Microsoft Power BI, Tableau, Vena, Workday Financial Management
Microsoft Power BIChanged
Two alternativesSigma Computing, Spotlight Reporting
Microsoft Power BI
Four alternativesLooker, Qlik Sense, SAP Analytics Cloud, Tableau
against: MicroStrategy
Reach Reporting, XLReporting, Xero
Four alternativesAnaplan, Fathom, OneStream, Workiva
against: Microsoft Power BI, Oracle Hyperion, QuickBooks Online, SAP Analytics Cloud, Tableau, Workday Adaptive Planning
no first choiceagainst: Microsoft Excel
Kimi K2Drivetrain
Six alternativesAnaplan, OneStream, Oracle Fusion Cloud ERP, Oracle NetSuite, SAP S/4HANA, Workday Financial Management
Anaplan, OneStreamChanged
Three alternativesOracle Cloud EPM, SAP Analytics Cloud, Workday Adaptive Planning
no first choiceOneStream
One alternativeMicrosoft Dynamics 365 Finance
against: Oracle Fusion Cloud ERP, SAP S/4HANA
no first choiceagainst: Microsoft Dynamics 365, Microsoft Power BI, Oracle NetSuite, Qlik Sense, Spreadsheets, Tableau
GLM 4.7 FlashXSAP Analytics Cloud
Three alternativesBlackLine, OneStream, Planful
Microsoft Power BIChanged
Three alternativesLooker, Sigma Computing, Tableau
Microsoft Power BI, Tableau
Six alternativesDomo, Looker, MicroStrategy, Oracle Analytics, Qlik Sense, Sisense
against: IBM Cognos Analytics
Microsoft Dynamics 365 Finance
Two alternativesAcumatica, Oracle Cloud EPM
against: OneStream, SAP S/4HANA
no first choiceagainst: Looker, Looker Studio, Microsoft Excel, Microsoft Power BI, Tableau
MiniMax M2.5no first choiceMicrosoft Power BIChanged
Three alternativesLooker, Sigma Computing, Tableau
Microsoft Power BI, Tableau
Seven alternativesFastReports, IBM Cognos Analytics, Jaspersoft, Metabase, SAP Analytics Cloud, ThoughtSpot, Yellowfin BI
Acumatica
Two alternativesOracle NetSuite, SAP S/4HANA
against: Xero
no first choiceagainst: Google Sheets, Microsoft Excel, Microsoft Power BI, Tableau
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 18:01no04 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:19yes35 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:56yes1565 s
Direct recommendationPerplexity Sonarsonar2026-09-17 20:37yes195 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:07yes3618 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 18:15yes54 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:44yes2018 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:26yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:33no029 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:58yes1455 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:04yes1256 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:40no041 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:30no05 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:44yes45 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:23yes1221 s
ParaphrasePerplexity Sonarsonar2026-09-17 20:46yes204 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:40yes3416 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 20:34yes53 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:54yes1823 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:00yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:24yes534 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:57yes1931 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:53yes27233 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:52yes1038 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:20yes97 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:10yes59 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:26yes1328 s
ComparativePerplexity Sonarsonar2026-09-17 20:43yes1612 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:27yes3216 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 19:43yes1311 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:18yes1120 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:51yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:06no028 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:19yes1529 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:50yes2085 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:35yes2365 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:01yes1610 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:43yes46 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:41yes2126 s
Budget constrainedPerplexity Sonarsonar2026-09-17 17:57yes205 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:14yes2416 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 17:53yes56 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:21yes2726 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 17:54yes53 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:20yes22165 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:51yes2537 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:19yes2884 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:21yes2367 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:40yes1913 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:41no07 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:57no050 s
Scale constrainedPerplexity Sonarsonar2026-09-17 19:04yes209 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 18:32yes2014 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:48no07 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:13yes2024 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:25yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:14no024 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:26yes1541 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:12yes2931 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:48yes921 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:25yes1712 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:17no06 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:57yes1152 s
Negative framingPerplexity Sonarsonar2026-09-17 20:03yes206 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:06yes3918 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 18:29yes57 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 20:11yes3053 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:08yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:37yes833 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:18yes2242 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:25yes2976 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:01yes1143 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 (now part of Workday) read as Workday Adaptive Planning
Excel read as Microsoft Excel
IBM Cognos read as IBM Cognos Analytics
Microsoft Dynamics read as Microsoft Dynamics 365
NetSuite read as Oracle NetSuite
NetSuite (Oracle) read as Oracle NetSuite
Oracle EPM (FCCS/EPBCS) read as Oracle Cloud EPM
Oracle ERP Cloud read as Oracle Fusion Cloud ERP
Oracle Fusion Cloud read as Oracle Fusion Cloud ERP
Oracle Fusion Cloud EPM read as Oracle Cloud EPM
Oracle Fusion Cloud Financials read as Oracle Fusion Cloud ERP
QuickBooks read as QuickBooks Online
SAP S/4HANA Finance read as SAP S/4HANA
Sigma read as Sigma Computing
Vena Solutions read as Vena
Workday Adaptive read as Workday Adaptive Planning
Unresolved, counted raw
ActiveReports
Amazon QuickSight
CtrlPrint
DevExpress
Google (Looker)
Holistics
Incorta
Omni Analytics
Oracle Financials / Oracle BI reporting stack
SAP Finance
SAP Financial Closing
SAS Business Intelligence
Velixo
XLReporting
Discontinued, still offered
No shut-down product was recommended here.
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