Every category where a model named Planful 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
Corporate performance management	Planning and analysis	29%	1 of 95	12%	40	accepted challenger
Financial consolidation	Accounting and close	16%	4 of 96	7%	28	accepted challenger
FP&A platforms	Planning and analysis	10%	4 of 52	11%	36	accepted challenger
Financial modeling and scenario planning	Planning and analysis	4%	6 of 114	11%	18	accepted challenger
Board and investor reporting	Planning and analysis	0%	24 of 97	0%	12	accepted challenger
Financial close management	Accounting and close	0%	9 of 68	0%	11	accepted challenger
Financial reporting and dashboards	Planning and analysis	0%	23 of 133	0%	8	under 10 labels · led by Sage Intacct at 27%
Cash flow forecasting	Treasury and cash	0%	27 of 86	14%	7	under 10 labels · led by Agicap at 18%
Account reconciliation	Accounting and close	0%	50 of 72	0%	1	under 10 labels · led by FloQast at 33%

Movement

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

Model	First choice	Alternative	Mention	Negative	Labels
Claude Haiku 4.5	2	3	5	1	11
GPT-5.4 mini	1	3	3	0	7
Gemini 3.5 Flash	2	13	4	2	21
Perplexity Sonar	5	8	3	1	17
Grok 4.1 Fast	3	5	7	1	16
Mistral Small	3	2	6	2	13
DeepSeek V4 Flash	2	9	4	3	18
Llama 4 Maverick	2	2	4	0	8
Qwen 3.7 Flash	2	5	2	0	9
Kimi K2	2	5	7	3	17
GLM 4.7 FlashX	0	10	0	1	11
MiniMax M2.5	2	8	3	0	13

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

Direct72 labels15

Paraphrase45 labels9

Comparative79 labelsNone

Budget-constrained28 labels2

Scale-constrained41 labels2

Negative41 labelsNone

First choiceAlternativeMentionNegative306 labels in all, every segment counted; 28 of the 28 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.

“1. Planful (G2: 4.3/5) - Why it fits: Cloud FP&A platform excelling in budgeting, forecasting, consolidation, and reporting for mid-sized firms” Grok 4.1 Fast · Corporate performance ma · direct prompt · first choice

“The best EPM software for a mid-market B2B company includes Planful, Prophix, Drivetrain, Workday Adaptive Planning, and deFacto Global.” Llama 4 Maverick · Corporate performance ma · direct prompt · first choice

“Planful - a comprehensive financial performance management platform that streamlines planning, budgeting, and reporting.” Llama 4 Maverick · Financial consolidation · budget prompt · first choice

“Currently one of the leaders in this space. Excellent balance between a robust backend and a user-friendly frontend” Qwen 3.7 Flash · FP&A platforms · scale 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.

“What to Avoid on a Limited Budget | Planful | ~$50,000–$100,000 (3-year TCO) | Mid-market to enterprise focus” Kimi K2 · Corporate performance ma · budget prompt · hard negative

“Avoid or be cautious about enterprise platforms (Anaplan, Workday Adaptive, Planful, Pigment)” Mistral Small · FP&A platforms · negative prompt · hard negative

“What to avoid when budget is tight ... overkill for a budget-conscious company” DeepSeek V4 Flash · FP&A platforms · budget prompt · hard negative

“Avoid these if you have a limited budget.” Kimi K2 · Financial consolidation · budget prompt · hard negative

Named alongside

The products named in the same answers as Planful, over the 306 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Planful was named but was not.

ProductSame answerTook the first choice insteadHead to head

Vena184 of 30616Compare →

Anaplan153 of 30617Not in the top three

Workday Adaptive Planning152 of 3069Not in the top three

OneStream133 of 30629Not in the top three

Datarails113 of 30620Not in the top three

Cube108 of 30618Not in the top three

Prophix101 of 30614Compare →

Pigment94 of 30611Not in the top three

Oracle Fusion Cloud EPM69 of 3068Not in the top three

CCH Tagetik45 of 3062Not 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 Planful. 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 246 of the 306 answers that named Planful and are not a share of its labels.

Domains cited

drivetrain.ai94

cfoshortlist.com84

worldmetrics.org79

cubesoftware.com75

getaleph.com71

learn.g2.com66

prophix.com64

gartner.com61

golimelight.com57

g2.com47

698 of the 698 domain citations in answers naming Planful came from somebody else's page.

Pages cited

drivetrain.ai/solutions/enterprise-performance-management-software44

getaleph.com/answers/top-fpa-software-202635

prophix.com/blog/the-12-best-financial-consolidation-software-tools-for-fp-a-teams35

centage.com/blog/best-fp-a-software32

learn.g2.com/best-fpa-software31

financecopilothq.com/best-fpa-software30

highradius.com/resources/Blog/best-financial-consolidation-vendors30

drivetrain.ai/solutions/financial-planning-analysis-software29

Pages are listed as the models cited them.

Names read as Planful

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

Host Analytics 3OneStream / Planful 1Planful (formerly Host Analytics) 1Planful / Workday Adaptive Planning 1Prophix One / Planful 1

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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 Planful'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 Planful, 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 planful.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.