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

SaaS metrics and analytics

Asked as “SaaS metrics dashboard”, and as “ARR analytics tool”, on behalf of a mid-market B2B company. 42 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing
Clear leader
45% of first choices, clear leader.

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 mid-market B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01ChartMogul45%9%54endorsed leader
02ProfitWell Metrics17%18%38accepted challenger
03Looker Studio14%13%15accepted challenger
04Databox10%4%23accepted challenger
05Baremetrics2%22%41accepted challenger
06Microsoft Power BI2%7%14accepted challenger
07Tableau2%18%11accepted challenger
Show the four products at 0%, ordered by negative rate
10Amplitude0%29%21criticized challenger
09Mixpanel0%19%27accepted challenger
11Maxio0%10%10accepted challenger
08PostHog0%0%19accepted 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
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative60%
Key
01ChartMogul45%
02ProfitWell Metrics17%
03Looker Studio14%
04Databox10%
05Baremetrics2%
06Microsoft Power BI2%
07Tableau2%
08PostHog0%
09Mixpanel0%
10Amplitude0%
11Maxio0%

02What they warned about

Five of twelve models held their first choice under the paraphrase. GPT-5.4 mini, Gemini 3.5 Flash, Perplexity Sonar, Mistral Small, Llama 4 Maverick, 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.
Baremetrics
22%
9 of 41 labels negative · 7 of 12 models
“Be cautious if: You're sensitive to cost (starts ~$129/mo...) Complaints include poor customer service ... data inconsistencies” Grok 4.1 Fast, negative prompt
Google Analytics
100%
6 of 6 labels negative · 6 of 12 models · 3 hard negative
“Use it for web traffic, never for revenue or subscription metrics.” DeepSeek V4 Flash, negative prompt
Amplitude
29%
6 of 21 labels negative · 6 of 12 models · 1 hard negative
“They are terrible at calculating Net Revenue Retention (NRR), churn reasons, LTV:CAC ratios, or forecasting cash flow accurately.” Qwen 3.7 Flash, negative prompt
Mixpanel
19%
5 of 27 labels negative · 5 of 12 models · 1 hard negative
“Do not attempt to run CFO-level financial reporting through a Product Analytics dashboard.” Qwen 3.7 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

64 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 255 sites, every framing counted. Ranked by the number of answers carrying the site or page.

32 answers · 32 citations · 10 models
vendor site · Baremetrics29 answers · 45 citations · 10 models
vendor site · Databox22 answers · 32 citations · 10 models
21 answers · 27 citations · 9 models
18 answers · 53 citations · 10 models
vendor site · Taskade16 answers · 16 citations · 9 models
14 answers · 14 citations · 9 models
11 answers · 11 citations · 6 models
vendor site · Fastero10 answers · 11 citations · 6 models
10 answers · 10 citations · 5 models
9 answers · 17 citations · 4 models
9 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 SaaS metrics dashboard for a mid-market B2B company?”Paraphrase“Which ARR analytics tool would you recommend to a mid-sized B2B company?”Comparative“What are the top SaaS metrics tools and how do they differ?”Budget-constrained“What is the best SaaS metrics dashboard for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a SaaS metrics dashboard. What should we look at?”Negative“Which SaaS metrics tools should I avoid or be cautious about?”
Claude Haiku 4.5ChartMogul
Four alternativesAmplitude, Baremetrics, HubSpot Operations Hub, Looker
ChartMogulHeld
Four alternativesAmplitude, Baremetrics, June.so, Mixpanel
ChartMogul
Three alternativesAmplitude, Baremetrics, Mixpanel
Looker Studio, ProfitWell Metrics
Two alternativesChartMogul, Metabase
no first choiceagainst: Amplitude, Google Analytics, Heap, Mixpanel
GPT-5.4 miniProfitWell Metrics
Five alternativesAmplitude, Looker, Microsoft Power BI, Mixpanel, Tableau
ChartMogulChanged
Four alternativesBaremetrics, Looker, Microsoft Power BI, Zuora Analytics
Baremetrics, ChartMogul
Four alternativesAmplitude, Mixpanel, Stripe Billing, Stripe Sigma
Looker Studio
Two alternativesSpendHound, Streamlit
against: JumpCloud
no first choiceagainst: Google Analytics
Gemini 3.5 FlashSubscript
Three alternativesChartMogul, Equals, Maxio
against: Baremetrics, ProfitWell Metrics
ChartMogulChanged
Two alternativesMaxio, Subscript
against: ProfitWell Metrics
ChartMogul
Seven alternativesAmplitude, Baremetrics, Maxio, Mixpanel, PostHog, ProfitWell Metrics, SaaSGrid
ProfitWell Metrics
Three alternativesChartMogul, Databox, Metabase
no first choiceagainst: Baremetricsagainst: Amplitude, Baremetrics, Databox, Google Analytics, Looker Studio, Maxio, Mixpanel, Paddle Retain, ProfitWell Metrics, Tableau
Perplexity SonarFairview
Two alternativesDatabox, Microsoft Power BI
ChartMogulChanged
Three alternativesBaremetrics, Maxio, Toolboks
ChartMogul
Five alternativesAmplitude, Baremetrics, Databox, Microsoft Power BI, Mixpanel
Databox, Looker Studio
Three alternativesChartMogul, Mixpanel, ProfitWell Metrics
no first choiceagainst: Google Analytics
Grok 4.1 FastChartMogul
Six alternativesBaremetrics, Looker Studio, Maxio, Paddle Retain, Stripe Sigma, Tableau/Power BI
ChartMogulHeld
Three alternativesBaremetrics, Grid, Maxio
ChartMogul
Seven alternativesAmplitude, Baremetrics, Databox, Geckoboard, Mixpanel, PostHog, ProfitWell / Paddle Metrics
Looker Studio
Four alternativesChartMogul, Databox, PostHog, ProfitWell Metrics
against: Geckoboard
no first choiceagainst: Amplitude, Baremetrics, ChartMogul, Mixpanel, Pendo
Mistral SmallMicrosoft Power BI, Tableau
Three alternativesBaremetrics, ChartMogul, Mixpanel
ChartMogulChanged
Three alternativesDreamdata, HockeyStack, ProfitWell Metrics
no first choiceProfitWell Metrics
Two alternativesChartMogul, Databox
no first choiceagainst: Baremetrics, ChartMogul
DeepSeek V4 FlashChartMogul
Five alternativesBaremetrics, Looker, Microsoft Power BI, ProfitWell / Paddle Retain, Sigma Computing
against: Fastero, RevPane, Taskade Genesis
ChartMogulHeld
Two alternativesBaremetrics, ProfitWell Metrics
Baremetrics, ChartMogul
Seven alternativesAmplitude, Databox, Heap, Microsoft Power BI, Mixpanel, PostHog, ProfitWell Metrics
Looker Studio, ProfitWell Metrics
Two alternativesChartMogul, Databox
no first choiceagainst: Baremetrics, ChartMogul, Google Analytics, Looker, Microsoft Power BI, Mosaic, Paddle, ProfitWell Metrics, Tableau
Llama 4 Maverickno first choiceChartMogul, TekStackChangedChartMogul
Two alternativesBaremetrics, ProfitWell Metrics
Databox
Six alternativesBaremetrics, ChartMogul, Geckoboard, Looker Studio, PostHog, ProfitWell Metrics
no first choicenothing named
Qwen 3.7 FlashChartMogul
Two alternativesCatalyst, Paddle
against: Looker Studio
ChartMogulHeld
Two alternativesAnrok, Dreamdata
against: Metrics by Stripe
Baremetrics
Six alternativesAmplitude, ChartMogul, Mixpanel, Pendo, ProfitWell Metrics, Totango
Looker Studio
Three alternativesChartMogul, Databox, Geckoboard
no first choiceagainst: Amplitude, Baremetrics, HubSpot, Mixpanel, ProfitWell Metrics, Salesforce
Kimi K2ChartMogul
Three alternativesBaremetrics, Databox, Looker Studio
ChartMogulHeld
Two alternativesBaremetrics, ProfitWell Metrics
ChartMogul
Five alternativesAmplitude, Baremetrics, Databox, PostHog, ProfitWell Metrics
ProfitWell Metrics
Two alternativesBaremetrics, ChartMogul
no first choiceagainst: Amplitude, Baremetrics, ChartMogul, Heap, Mixpanel, ProfitWell Metrics
GLM 4.7 FlashXChartMogul, Databox
Two alternativesHockeyStack, Maxio
ChartMogulChanged
Two alternativesBaremetrics, ProfitWell Metrics
ChartMogul
Six alternativesAmplitude, Baremetrics, Databox, Mixpanel, PostHog, ProfitWell Metrics
Databox
Four alternativesChartMogul, Looker Studio, PostHog, ProfitWell Metrics
no first choiceagainst: Amplitude, Fathom, Google Analytics, Plausible
MiniMax M2.5Baremetrics, ChartMogul
One alternativeMicrosoft Power BI
ChartMogulChanged
Three alternativesBaremetrics, Dreamdata, HockeyStack
no first choice
Three alternativesBaremetrics, ChartMogul, ProfitWell Metrics
ProfitWell Metrics
Five alternativesChartMogul, Databox, Geckoboard, Looker Studio, Mixpanel
no first choiceagainst: Baremetrics, ChartMogul, ProfitWell Metrics
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 18:41yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:38yes15 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:24yes2328 s
Direct recommendationPerplexity Sonarsonar2026-09-17 20:50yes206 s
Direct recommendationGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:08yes3117 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 18:14yes54 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:11yes1920 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:54yes54 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:16no027 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:02yes1533 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:43yes27138 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:37yes526 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:07yes97 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:26no03 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:53yes826 s
ParaphrasePerplexity Sonarsonar2026-09-17 18:05yes205 s
ParaphraseGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 20:46yes2115 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 20:06yes55 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:30yes2016 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:42yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:24yes863 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:57yes921 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:46yes2985 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:40yes1224 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:39yes910 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:57yes39 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:19yes1328 s
ComparativePerplexity Sonarsonar2026-09-17 20:27yes208 s
ComparativeGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:02yes2915 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 19:38yes56 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 18:26yes2368 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:11yes53 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:14no029 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:42yes1430 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:20yes2242 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:47yes514 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:11yes98 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:15yes45 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:30yes20233 s
Budget constrainedPerplexity Sonarsonar2026-09-17 20:29yes206 s
Budget constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 21:09yes4218 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:39yes55 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:02yes811 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:55yes53 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:19yes538 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:42yes925 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:32yes2759 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:01yes528 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:15no05 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 21:01no011 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 20:16yes530 s
Scale constrainedPerplexity Sonarsonar2026-09-17 19:59yes208 s
Scale constrainedGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:42yes1410 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 21:09no06 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:14yes1019 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:17yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:44no025 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:19yes1027 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:33yes1871 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:06yes517 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:55yes2517 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:21yes46 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:23yes1824 s
Negative framingPerplexity Sonarsonar2026-09-17 19:04yes208 s
Negative framingGrok 4.1 Fastspacexai/grok-4.1-fast-non-reasoning via vertex2026-09-17 19:34yes4020 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:53yes57 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:37yes3535 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:33yes54 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:42no035 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:42yes2836 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:41yes2376 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:42yes2248 s

Noise floor in this category

Flips between the edition run and its calibration repeat. Six prompts per model is a small sample; the index-wide floor is the number to trust.

Claude Haiku 4.5
2 of 4 flipped
GPT-5.4 mini
3 of 4 flipped
Gemini 3.5 Flash
4 of 4 flipped
Perplexity Sonar
2 of 4 flipped
Grok 4.1 Fast
1 of 5 flipped
Mistral Small
4 of 5 flipped
DeepSeek V4 Flash
2 of 5 flipped
Llama 4 Maverick
1 of 3 flipped
Qwen 3.7 Flash
5 of 6 flipped
Kimi K2
3 of 6 flipped
GLM 4.7 FlashX
2 of 4 flipped
MiniMax M2.5
3 of 4 flipped

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
Google Looker Studio read as Looker Studio
NetSuite read as Oracle NetSuite
ProfitWell read as ProfitWell Metrics
ProfitWell (Paddle Metrics) read as ProfitWell Metrics
ProfitWell (Paddle Retain Metrics) read as ProfitWell Metrics
ProfitWell (Paddle Retain) read as ProfitWell Metrics
ProfitWell (Paddle) read as ProfitWell Metrics
ProfitWell (by Paddle) read as ProfitWell Metrics
ProfitWell (now Paddle Metrics) read as ProfitWell Metrics
ProfitWell (now Paddle) read as ProfitWell Metrics
Profitwell read as ProfitWell Metrics
Sigma read as Sigma Computing
Unresolved, counted raw
Bluemargin
Catalyst
Cumul.io
Data-Mania
GoodData
HubSpot Operations Hub
JumpCloud
June.so
LogRocket
Metrics by Stripe (ProfitWell)
RevPane
Ruler Analytics
Streamlit
Supermetrics
Toolboks
thefrontkit
Discontinued, still offered
No shut-down product was recommended here.
← FP&A platformsAccounts payable automat →