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

LivePlan

31Judge labels
6First choices
1Negative labels
10 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
10% in Financial modeling for small business buyers
Rank 16 of 114 in the mid-market standing
0 of 12 models made it the first choice on the direct prompt; 25% of its 4 labels there were negative.
By buyer segmentStrongest at small business.
In financial modeling · 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 LivePlan 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
Financial modeling and scenario planningPlanning and analysis2%16 of 11425%4under 10 labels · led by Datarails at 19%
Cash flow forecastingTreasury and cash0%38 of 860%2under 10 labels · led by Agicap at 18%

Movement

This is the first edition on this tier, so no move can be computed for LivePlan 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 LivePlan across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.500000
GPT-5.4 mini00000
Gemini 3.5 Flash00000
Perplexity Sonar10001
Grok 4.1 Fast00011
Mistral Small00000
DeepSeek V4 Flash00101
Llama 4 Maverick00000
Qwen 3.7 Flash01001
Kimi K200000
GLM 4.7 FlashX02002
MiniMax M2.500000

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
Direct5 labelsNone
Paraphrase6 labels3
Comparative9 labels1not counted in share
Budget-constrained7 labels3
Scale-constrained0 labelsNone
Negative4 labels1not counted in share
First choiceAlternativeMentionNegative31 labels in all, every segment counted; 6 of the 8 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.

“If you want the safest recommendation without more details, choose LivePlan for a limited budget and basic financial modeling needs.” Perplexity Sonar · Financial modeling · budget prompt · first choice
“Small, entrepreneurial team wanting monthly narrative forecast | LivePlan” GLM 4.7 FlashX · Cash flow forecasting · comparative prompt · alternative
“LivePlan is widely considered the top choice for startups and SMEs” Qwen 3.7 Flash · Financial modeling · budget prompt · alternative
“Try LivePlan or Finmark.” GLM 4.7 FlashX · Financial modeling · budget 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.

“$15–30/month (annual) | ... If budget allows ~$180/year” Grok 4.1 Fast · Financial modeling · budget prompt · soft negative

Named alongside

The products named in the same answers as LivePlan, over the 31 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and LivePlan was named but was not.
ProductSame answerTook the first choice insteadHead to head
Fathom21 of 313Not in the top three
Cube12 of 312Not in the top three
Microsoft Excel8 of 312Not in the top three
Jirav8 of 311Not in the top three
Anaplan8 of 310Not in the top three
Float7 of 313Not in the top three
Microsoft Power BI6 of 311Not in the top three
Google Sheets5 of 312Not in the top three
Brixx5 of 310Not in the top three
Finmark5 of 310Not 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 LivePlan. 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 27 of the 31 answers that named LivePlan and are not a share of its labels.

Domains cited

worldmetrics.org14
cubesoftware.com13
fathomhq.com13
gitnux.org10
autymate.com9
zipdo.co8
datarails.com7
farseer.com7
g2.com7
liveplan.comYour site7

Eighty-eight of the ninety-five domain citations in answers naming LivePlan 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 LivePlan'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 LivePlan, 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 liveplan.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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