Finance AI Index

Index › Vendors › PlanGuru · September 2026 Edition

4 categories · Named, not ranked

PlanGuru

15Judge labels

3First choices

1Negative labels

7 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.

Standing

4 labels, too few to rank

A product needs 10 labels in a category before a share or quadrant is stated. PlanGuru was named 4 times in Corporate performance ma and 3 other categories, where Planful led with 29%. The labels and the evidence are below, counted exactly.

By buyer segmentRead the same way at every buyer size.

Small business17 of 88

under the label threshold

Mid-market12 of 95

under the label threshold

Enterprisenot named

No model named it for this buyer.

In corporate performance ma · 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 PlanGuru 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	2%	12 of 95	0%	1	under 10 labels · led by Planful at 29%
FP&A platforms	Planning and analysis	2%	16 of 52	0%	1	under 10 labels · led by Vena at 15%
Cash flow forecasting	Treasury and cash	0%	76 of 86	100%	1	under 10 labels · led by Agicap at 18%
Financial modeling and scenario planning	Planning and analysis	0%	52 of 114	0%	1	under 10 labels · led by Datarails at 19%

Movement

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

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

Paraphrase1 labelNone

Comparative3 labelsNone

Budget-constrained8 labels3

Scale-constrained0 labelsNone

Negative0 labelsNone

First choiceAlternativeMentionNegative15 labels in all, every segment counted; 3 of the 3 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're a small company and cost-sensitive, start with PlanGuru.” GPT-5.4 mini · FP&A platforms · budget prompt · first choice

“PlanGuru edges out for pure budget value” Grok 4.1 Fast · Corporate performance ma · budget prompt · first choice

“PlanGuru is the "gold standard" for small businesses that need true, rigorous 3-way forecasting” Gemini 3.5 Flash · 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.

“More expensive than some competitors, but offers deep financial analysis” GLM 4.7 FlashX · Cash flow forecasting · budget prompt · soft negative

Named alongside

The products named in the same answers as PlanGuru, over the 15 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and PlanGuru was named but was not.

ProductSame answerTook the first choice insteadHead to head

Vena6 of 151Not in the top three

LiveFlow6 of 150Not in the top three

Float5 of 153Not in the top three

Fathom5 of 150Not in the top three

Cube4 of 151Not in the top three

Anaplan4 of 150Not in the top three

Budgyt4 of 150Not in the top three

Datarails4 of 150Not in the top three

Jirav4 of 150Not in the top three

Clockwork3 of 152Not 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 PlanGuru. 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 14 of the 15 answers that named PlanGuru and are not a share of its labels.

Domains cited

cubesoftware.com7

drivetrain.ai7

guideflow.com7

g2.com6

worldmetrics.org5

golimelight.com4

learn.g2.com4

peoplegoal.com4

thecfoclub.com4

cfoshortlist.com3

Fifty-one of the fifty-one domain citations in answers naming PlanGuru came from somebody else's page.

Pages cited

guideflow.com/blog/budgeting-and-forecasting-software5

cubesoftware.com/blog/best-fpa-software-tools3

cyberpress.org/epm-tools-by-business-size-33

cybersecuritynews.com/best-endpoint-privilege-management-tools/amp3

drivetrain.ai/solutions/financial-planning-analysis-software3

effy.ai/blog/performance-management-software-for-small-business3

gbhackers.com/best-epm-tools-compared-23

peoplegoal.com/blog/epm-software3

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 PlanGuru'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 PlanGuru, 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 planguru.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.