Finance AI Index
Index Vendors › PivotXL · September 2026 Edition
4 categories · Ranked

PivotXL

17Judge labels
5First choices
0Negative labels
10 of 12Models named it
4Categories
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
6% in Financial close manageme for small business buyers
Rank 4 of 68 in the mid-market standing
0 of 12 models made it the first choice on the direct prompt; 0% of its 2 labels there were negative.
By buyer segmentRead the same way at every buyer size.
In financial close manageme · 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 PivotXL 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 close managementAccounting and close5%4 of 680%2under 10 labels · led by FloQast at 60%
Financial consolidationAccounting and close0%56 of 960%1under 10 labels · led by Prophix at 19%
Financial reporting and dashboardsPlanning and analysis0%83 of 1330%1under 10 labels · led by Sage Intacct at 27%
Lease accountingAccounting and close0%32 of 600%1under 10 labels · led by FinQuery at 36%

Movement

This is the first edition on this tier, so no move can be computed for PivotXL 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 PivotXL across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.501001
GPT-5.4 mini00000
Gemini 3.5 Flash10001
Perplexity Sonar00000
Grok 4.1 Fast00000
Mistral Small00000
DeepSeek V4 Flash00000
Llama 4 Maverick00101
Qwen 3.7 Flash00000
Kimi K200000
GLM 4.7 FlashX10001
MiniMax M2.501001

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 labels1
Paraphrase1 labelNone
Comparative0 labelsNone
Budget-constrained11 labels4
Scale-constrained0 labelsNone
Negative0 labelsNone
First choiceAlternativeMentionNegative17 labels in all, every segment counted; 5 of the 5 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.

“Go with PivotXL if you want to keep using Excel but desperately need automated task checklists” Gemini 3.5 Flash · Financial close manageme · budget prompt · first choice
“PivotXL is the standout choice.” GLM 4.7 FlashX · Financial close manageme · budget prompt · first choice
“If you want maximum flexibility, PivotXL offers an Excel-native solution” Claude Haiku 4.5 · Lease accounting · budget prompt · alternative
“More feature-rich but higher price point” MiniMax M2.5 · Financial consolidation · 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.

No model argued against it.

Named alongside

The products named in the same answers as PivotXL, over the 17 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and PivotXL was named but was not.
ProductSame answerTook the first choice insteadHead to head
Numeric9 of 172Not in the top three
FloQast9 of 171Not in the top three
BlackLine7 of 171Not in the top three
Finlens6 of 173Not in the top three
DOKKA Close5 of 171Not in the top three
Joiin3 of 172Not in the top three
Easy Month End3 of 171Not in the top three
Double3 of 170Not in the top three
Cube2 of 170Not in the top three
LiveFlow2 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 PivotXL. 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 16 of the 17 answers that named PivotXL and are not a share of its labels.

Domains cited

pivotxl.comYour site16
learn.g2.com13
numeric.io12
dokka.com11
capterra.com10
getapp.com9
thecfoclub.com7
finlens.app6
financial-cents.com5
g2.com5

Seventy-eight of the ninety-four domain citations in answers naming PivotXL 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 PivotXL'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 PivotXL, 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 pivotxl.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.