Finance AI Index
Index Vendors › ChartMogul · September 2026 Edition
2 categories · Ranked

ChartMogul

163Judge labels
45First choices
22Negative labels
12 of 12Models named it
2Categories
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
45% in SaaS metrics for mid-market buyers
Rank 1 of 81 in the mid-market standingendorsed leader
7 of 12 models made it the first choice on the direct prompt; 9% of its 54 labels there were negative.
By buyer segmentStrongest at mid-market.
In saas metrics · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named ChartMogul for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrant
SaaS metrics and analyticsPlanning and analysis45%1 of 819%54endorsed leader
Financial reporting and dashboardsPlanning and analysis0%50 of 1330%1under 10 labels · led by Sage Intacct at 27%

Movement

This is the first edition on this tier, so no move can be computed for ChartMogul yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated ChartMogul across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.531004
GPT-5.4 mini20002
Gemini 3.5 Flash22105
Perplexity Sonar21003
Grok 4.1 Fast31116
Mistral Small12216
DeepSeek V4 Flash31015
Llama 4 Maverick21104
Qwen 3.7 Flash22105
Kimi K231015
GLM 4.7 FlashX32005
MiniMax M2.522015

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct30 labels16
Paraphrase35 labels24
Comparative35 labels23not counted in share
Budget-constrained28 labels4
Scale-constrained10 labels1
Negative25 labels4not counted in share
First choiceAlternativeMentionNegative163 labels in all, every segment counted; 45 of the 72 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“For most mid-market companies transitioning away from spreadsheets, ChartMogul offers the best balance of price, flexibility, and reliability.” Qwen 3.7 Flash · SaaS metrics · direct prompt · first choice
“go with ChartMogul. If your finance team is drowning in manual Excel sheets ... invest the time and money into Subscript or Maxio.” Gemini 3.5 Flash · SaaS metrics · paraphrase prompt · first choice
“ChartMogul - ChartMogul automates calculating subscription metrics correctly... It's perfect for early-stage to mid-size SaaS companies” Claude Haiku 4.5 · SaaS metrics · paraphrase prompt · first choice
“Primary: ChartMogul — It scales beautifully from mid-market to enterprise and offers the deepest subscription analytics” Kimi K2 · SaaS metrics · direct prompt · first choice

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“Pricing scales aggressively with MRR ... some report temporary outages, MRR inconsistencies, and "abysmal" support for edge cases” Grok 4.1 Fast · SaaS metrics · negative prompt · soft negative
“ChartMogul | No native dunning (requires third-party), can have definition discrepancies” MiniMax M2.5 · SaaS metrics · negative prompt · soft negative
“ChartMogul is often recommended, but be cautious about the setup complexity and cost” Mistral Small · SaaS metrics · negative prompt · soft negative
“Be cautious: ChartMogul (integration data reliability)” DeepSeek V4 Flash · SaaS metrics · negative prompt · soft negative

Named alongside

The products named in the same answers as ChartMogul, over the 163 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and ChartMogul was named but was not.
ProductSame answerTook the first choice insteadHead to head
Baremetrics124 of 1636Not in the top three
Databox65 of 1637Not in the top three
Mixpanel58 of 1630Not in the top three
Amplitude51 of 1631Not in the top three
Microsoft Power BI42 of 1633Not in the top three
PostHog40 of 1632Not in the top three
Looker39 of 1631Not in the top three
Tableau37 of 1632Not in the top three
A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named ChartMogul. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 133 of the 163 answers that named ChartMogul and are not a share of its labels.

Domains cited

designrevision.com88
baremetrics.com72
databox.com68
getfairview.com63
saashero.net39
saasrise.com37
taskade.com33
fastero.com27
artisangrowthstrategies.com26
younium.com26

479 of the 479 domain citations in answers naming ChartMogul came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when ChartMogul's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as ChartMogul, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at chartmogul.com is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.

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