Categories covered

The 57 categories this area covers, the phrase each is asked by, and where it sits in other taxonomies.

The taxonomy is the index's own: 57 categories in 7 verticals, each named the way a buyer asks for it.

CategoryBuyer phraseVertical
Account reconciliationaccount reconciliation softwareAccounting and close
Accounting softwareaccounting softwareAccounting and close
AI accounting assistantsAI bookkeeping toolAccounting and close
Crypto accountingcrypto accounting platformAccounting and close
ERP systemsERP systemAccounting and close
Financial close managementfinancial close management softwareAccounting and close
Financial consolidationfinancial consolidation softwareAccounting and close
Fixed asset accountingfixed asset accounting softwareAccounting and close
Lease accountinglease accounting softwareAccounting and close
Revenue recognitionrevenue recognition softwareAccounting and close
SEC and disclosure reportingSEC and disclosure reporting platformAccounting and close
Board and investor reportingboard reporting softwarePlanning and analysis
Corporate performance managementEPM softwarePlanning and analysis
Financial modeling and scenario planningfinancial modeling softwarePlanning and analysis
Financial reporting and dashboardsfinancial reporting softwarePlanning and analysis
FP&A platformsFP&A softwarePlanning and analysis
SaaS metrics and analyticsSaaS metrics dashboardPlanning and analysis
Accounts payable automationaccounts payable automation softwareSpend and procurement
Contractor paymentscontractor payments and 1099 platformSpend and procurement
Corporate cardscorporate card programSpend and procurement
Corporate travel managementcorporate travel booking platformSpend and procurement
Expense managementexpense management softwareSpend and procurement
Procure-to-payprocure-to-pay platformSpend and procurement
Spend management platformsspend management platformSpend and procurement
Strategic sourcingstrategic sourcing softwareSpend and procurement
Supplier managementsupplier management softwareSpend and procurement
Telecom expense managementtelecom expense management platformSpend and procurement
Accounts receivable automationaccounts receivable automation softwareReceivables and billing
B2B BNPL and net termsB2B buy now pay later providerReceivables and billing
B2B credit managementB2B credit management softwareReceivables and billing
B2B payment acceptanceB2B payment acceptance platformReceivables and billing
Cash applicationcash application softwareReceivables and billing
Chargeback managementchargeback management toolReceivables and billing
Ecommerce fraud preventionecommerce fraud prevention platformReceivables and billing
Embedded payments platformsembedded payments platformReceivables and billing
Invoicing softwareinvoicing softwareReceivables and billing
Merchants of recordmerchant of recordReceivables and billing
Payment orchestration platformspayment orchestration platformReceivables and billing
Professional services automationprofessional services automation platformReceivables and billing
Rebate managementrebate management platformReceivables and billing
Business bankingbusiness bank account for a companyTreasury and cash
Business bill paybill pay platform for businessesTreasury and cash
Cash flow forecastingcash flow forecasting softwareTreasury and cash
Cross-border payments and FXcross-border payments platform for businessesTreasury and cash
Stablecoin platformsstablecoin payments platformTreasury and cash
Treasury management systemstreasury management systemTreasury and cash
AML and transaction monitoringAML and transaction monitoring platformTax and compliance
Corporate tax provisioncorporate tax provision softwareTax and compliance
Global e-invoicing compliancee-invoicing compliance platformTax and compliance
Internal controls and SOXSOX compliance softwareTax and compliance
Sales tax automationsales tax compliance softwareTax and compliance
Transfer pricingtransfer pricing platformTax and compliance
Board portalsboard portalEquity and corporate
Cap table managementcap table management softwareEquity and corporate
Entity managementlegal entity management softwareEquity and corporate
ESG and carbon reportingESG reporting softwareEquity and corporate
Virtual data roomsvirtual data roomEquity and corporate