| Category | Function | Share | Rank | Negative rate | Labels | Quadrant |
|---|---|---|---|---|---|---|
| Financial modeling and scenario planning | Planning and analysis | 11% | 4 of 114 | 21% | 14 | accepted challenger |
| Corporate tax provision | Tax and compliance | 2% | 11 of 98 | 0% | 2 | under 10 labels · led by Thomson Reuters ONESOURCE Tax Provision at 26% |
| Lease accounting | Accounting and close | 0% | 60 of 60 | 100% | 7 | under 10 labels · led by FinQuery at 36% |
| Cash flow forecasting | Treasury and cash | 0% | 86 of 86 | 80% | 5 | under 10 labels · led by Agicap at 18% |
| Financial reporting and dashboards | Planning and analysis | 0% | 133 of 133 | 100% | 5 | under 10 labels · led by Sage Intacct at 27% |
| Financial consolidation | Accounting and close | 0% | 95 of 96 | 100% | 4 | under 10 labels · led by Prophix at 19% |
| Account reconciliation | Accounting and close | 0% | 72 of 72 | 100% | 3 | under 10 labels · led by FloQast at 33% |
| Entity management | Equity and corporate | 0% | 87 of 87 | 100% | 3 | under 10 labels · led by Athennian at 18% |
| Board and investor reporting | Planning and analysis | 0% | 88 of 97 | 50% | 2 | under 10 labels · led by OnBoard at 25% |
| Internal controls and SOX | Tax and compliance | 0% | 70 of 71 | 100% | 2 | under 10 labels · led by AuditBoard at 18% |
| Cap table management | Equity and corporate | 0% | 40 of 41 | 100% | 1 | under 10 labels · led by Carta at 44% |
| Model | First choice | Alternative | Mention | Negative | Labels |
|---|---|---|---|---|---|
| Claude Haiku 4.5 | 1 | 0 | 2 | 4 | 7 |
| GPT-5.4 mini | 1 | 0 | 1 | 1 | 3 |
| Gemini 3.5 Flash | 0 | 1 | 0 | 7 | 8 |
| Perplexity Sonar | 0 | 0 | 0 | 4 | 4 |
| Grok 4.1 Fast | 1 | 1 | 0 | 2 | 4 |
| Mistral Small | 0 | 0 | 0 | 1 | 1 |
| DeepSeek V4 Flash | 0 | 0 | 0 | 1 | 1 |
| Llama 4 Maverick | 1 | 0 | 0 | 1 | 2 |
| Qwen 3.7 Flash | 1 | 1 | 0 | 7 | 9 |
| Kimi K2 | 0 | 1 | 0 | 1 | 2 |
| GLM 4.7 FlashX | 2 | 0 | 0 | 3 | 5 |
| MiniMax M2.5 | 0 | 1 | 0 | 1 | 2 |
Verbatim evidence the judge attached to positive labels.
“Microsoft Excel | General‑purpose financial modeling | Dominant in finance, powerful formulas, Python in Excel, AI Copilot, wide ecosystem” GLM 4.7 FlashX · Financial modeling · comparative prompt · first choice
“Microsoft Excel or Google Sheets remain the practical sweet spot, offering functionality, familiarity, and affordability.” Claude Haiku 4.5 · Financial modeling · budget prompt · first choice
“For many small businesses, the absolute best tool is the one you likely already own.” Qwen 3.7 Flash · Financial modeling · budget prompt · first choice
“includes options like Google Sheets or Excel, which are free or low-cost” Llama 4 Maverick · Financial modeling · budget prompt · first choice
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.
“Heavy reliance on spreadsheets for consolidation. | Manual entry, broken formulas, copy‑paste errors, version‑control chaos, no audit trail. | A finance team that still reconciles intercompany balances in Excel.” GLM 4.7 FlashX · Financial consolidation · negative prompt · hard negative
“Spreadsheets / Excel: sources warn they create data integrity, version-control, security, and compliance risks, and they are poor for large or complex lease portfolios.” Perplexity Sonar · Lease accounting · negative prompt · hard negative
“Excel/Spreadsheets: They lack built-in audit controls, version history, and data validation, making them prone to errors, missed payments, and compliance issues.” Llama 4 Maverick · Lease accounting · negative prompt · hard negative
“Excel-first workflows are the clearest avoid-or-caution category because they are manual, prone to user error, and inefficient for cash management at scale.” Perplexity Sonar · Cash flow forecasting · negative prompt · hard negative
Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 102 of the 145 answers that named Microsoft Excel and are not a share of its labels.
201 of the 201 domain citations in answers naming Microsoft Excel came from somebody else's page.
Pages are listed as the models cited them.
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 Microsoft Excel'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 Microsoft Excel, 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 microsoft.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.