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.
| Category | Buyer phrase | Vertical |
|---|---|---|
| Account reconciliation | account reconciliation software | Accounting and close |
| Accounting software | accounting software | Accounting and close |
| AI accounting assistants | AI bookkeeping tool | Accounting and close |
| Crypto accounting | crypto accounting platform | Accounting and close |
| ERP systems | ERP system | Accounting and close |
| Financial close management | financial close management software | Accounting and close |
| Financial consolidation | financial consolidation software | Accounting and close |
| Fixed asset accounting | fixed asset accounting software | Accounting and close |
| Lease accounting | lease accounting software | Accounting and close |
| Revenue recognition | revenue recognition software | Accounting and close |
| SEC and disclosure reporting | SEC and disclosure reporting platform | Accounting and close |
| Board and investor reporting | board reporting software | Planning and analysis |
| Corporate performance management | EPM software | Planning and analysis |
| Financial modeling and scenario planning | financial modeling software | Planning and analysis |
| Financial reporting and dashboards | financial reporting software | Planning and analysis |
| FP&A platforms | FP&A software | Planning and analysis |
| SaaS metrics and analytics | SaaS metrics dashboard | Planning and analysis |
| Accounts payable automation | accounts payable automation software | Spend and procurement |
| Contractor payments | contractor payments and 1099 platform | Spend and procurement |
| Corporate cards | corporate card program | Spend and procurement |
| Corporate travel management | corporate travel booking platform | Spend and procurement |
| Expense management | expense management software | Spend and procurement |
| Procure-to-pay | procure-to-pay platform | Spend and procurement |
| Spend management platforms | spend management platform | Spend and procurement |
| Strategic sourcing | strategic sourcing software | Spend and procurement |
| Supplier management | supplier management software | Spend and procurement |
| Telecom expense management | telecom expense management platform | Spend and procurement |
| Accounts receivable automation | accounts receivable automation software | Receivables and billing |
| B2B BNPL and net terms | B2B buy now pay later provider | Receivables and billing |
| B2B credit management | B2B credit management software | Receivables and billing |
| B2B payment acceptance | B2B payment acceptance platform | Receivables and billing |
| Cash application | cash application software | Receivables and billing |
| Chargeback management | chargeback management tool | Receivables and billing |
| Ecommerce fraud prevention | ecommerce fraud prevention platform | Receivables and billing |
| Embedded payments platforms | embedded payments platform | Receivables and billing |
| Invoicing software | invoicing software | Receivables and billing |
| Merchants of record | merchant of record | Receivables and billing |
| Payment orchestration platforms | payment orchestration platform | Receivables and billing |
| Professional services automation | professional services automation platform | Receivables and billing |
| Rebate management | rebate management platform | Receivables and billing |
| Business banking | business bank account for a company | Treasury and cash |
| Business bill pay | bill pay platform for businesses | Treasury and cash |
| Cash flow forecasting | cash flow forecasting software | Treasury and cash |
| Cross-border payments and FX | cross-border payments platform for businesses | Treasury and cash |
| Stablecoin platforms | stablecoin payments platform | Treasury and cash |
| Treasury management systems | treasury management system | Treasury and cash |
| AML and transaction monitoring | AML and transaction monitoring platform | Tax and compliance |
| Corporate tax provision | corporate tax provision software | Tax and compliance |
| Global e-invoicing compliance | e-invoicing compliance platform | Tax and compliance |
| Internal controls and SOX | SOX compliance software | Tax and compliance |
| Sales tax automation | sales tax compliance software | Tax and compliance |
| Transfer pricing | transfer pricing platform | Tax and compliance |
| Board portals | board portal | Equity and corporate |
| Cap table management | cap table management software | Equity and corporate |
| Entity management | legal entity management software | Equity and corporate |
| ESG and carbon reporting | ESG reporting software | Equity and corporate |
| Virtual data rooms | virtual data room | Equity and corporate |