Finance AI Index

Index › Vendors › ClearPoint Strategy · September 2026 Edition

ClearPoint · 1 category · Named, not ranked

ClearPoint Strategy

17Judge labels

0First choices

0Negative labels

9 of 12Models named it

1Category

September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.

Standing

8 labels, too few to rank

A product needs 10 labels in a category before a share or quadrant is stated. ClearPoint Strategy was named 8 times in Board, where OnBoard led with 25%. The labels and the evidence are below, counted exactly.

By buyer segmentRead the same way at every buyer size.

Small business15 of 97

under the label threshold

Mid-market26 of 97

under the label threshold

Enterprise25 of 111

under the label threshold

In board · 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 ClearPoint Strategy 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.

Category	Function	Share	Rank	Negative rate	Labels	Quadrant
Board and investor reporting	Planning and analysis	0%	26 of 97	0%	8	under 10 labels · led by OnBoard at 25%

Movement

This is the first edition on this tier, so no move can be computed for ClearPoint Strategy 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 ClearPoint Strategy across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.

Model	Alternative	Mention	Labels
Claude Haiku 4.5	0	1	1
GPT-5.4 mini	0	0	0
Gemini 3.5 Flash	3	0	3
Perplexity Sonar	0	1	1
Grok 4.1 Fast	0	1	1
Mistral Small	0	1	1
DeepSeek V4 Flash	0	0	0
Llama 4 Maverick	0	0	0
Qwen 3.7 Flash	0	0	0
Kimi K2	1	0	1
GLM 4.7 FlashX	0	0	0
MiniMax M2.5	0	0	0

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

Direct3 labelsNone

Paraphrase0 labelsNone

Comparative11 labels1not counted in share

Budget-constrained0 labelsNone

Scale-constrained2 labelsNone

Negative1 labelNone

First choiceAlternativeMentionNegative17 labels in all, every segment counted; 0 of the 1 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.

“Select strategy-reporting platforms (like ClearPoint) or automated FP&A tools that sync directly with your live software.” Gemini 3.5 Flash · Board · negative prompt · alternative

“Excellent if your board meetings are heavily focused on tracking strategic, cross-departmental KPIs and execution.” Gemini 3.5 Flash · Board · scale prompt · alternative

“Best for: Tying board reporting to the actual corporate strategic plan.” Gemini 3.5 Flash · Board · comparative prompt · alternative

“Best for: Public sector, healthcare, utilities, and higher education” Kimi K2 · Board · comparative prompt · alternative

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.

No model argued against it.

Named alongside

The products named in the same answers as ClearPoint Strategy, over the 17 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and ClearPoint Strategy was named but was not.

ProductSame answerTook the first choice insteadHead to head

OnBoard13 of 173Not in the top three

Nasdaq Boardvantage12 of 173Not in the top three

Diligent Boards9 of 173Not in the top three

Boardable9 of 170Not in the top three

Cube6 of 171Not in the top three

Govenda6 of 170Not in the top three

Planful6 of 170Not in the top three

Aleph5 of 171Not in the top three

Board Intelligence5 of 170Not in the top three

BoardPro5 of 170Not 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 ClearPoint Strategy. 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 13 of the 17 answers that named ClearPoint Strategy and are not a share of its labels.

Domains cited

clearpointstrategy.comYour site13

worldmetrics.org12

appdeck.com11

board-room.org8

fast.io8

getaleph.com8

g2.com6

gitnux.org6

zipdo.co6

boardintelligence.com4

Sixty-nine of the eighty-two domain citations in answers naming ClearPoint Strategy came from somebody else's page.

Pages cited

clearpointstrategy.com/blog/board-reporting-software13

appdeck.com/blog/board-reporting-software-comparison11

worldmetrics.org/best/board-reporting-software11

getaleph.com/answers/board-investor-reporting-software8

board-room.org/blog/board-reporting-software7

fast.io/resources/board-reporting-software6

zipdo.co/best/board-reporting-software6

gitnux.org/best/board-reporting-software5

Pages are listed as the models cited them.

Names read as ClearPoint Strategy

What the judge wrote, as written, with how often. The vendor table decides that these count as ClearPoint Strategy; a claim can dispute any of them.

ClearPoint 3

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 ClearPoint Strategy'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 ClearPoint Strategy, 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 clearpointstrategy.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.