September 2026 Edition, published · The permanent record of that edition, superseded since. The current standing is on the category page →
Index › Finance › Planning and analysis › Board · September 2026 Edition

Board and investor reporting

Asked as “board reporting software”, and as “investor reporting tool”, on behalf of a mid-market B2B company. 44 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing · first-choice share
25%
Contested · Boardable 14%
25OnBoard14Boardable09Carta52others

25% of first choices, contested.

By buyer segment

The same question asked on behalf of a different buyer. Each standing is computed within its segment; they sit side by side and are never added together.

The standing

Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all twelve models, for a mid-market B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01OnBoard25%16%37accepted challenger
02Boardable14%4%25accepted challenger
03BoardPro7%0%22accepted challenger
04Nasdaq Boardvantage5%37%27criticized challenger
05Datarails2%0%12accepted challenger
06Diligent Boards2%49%35criticized challenger
Show the seven products at 0%, ordered by negative rate
13BoardEffect0%30%20criticized challenger
12Azeus Convene0%9%11accepted challenger
11Govenda0%8%12accepted challenger
08Board Intelligence0%8%13accepted challenger
07AppDeck Board Portal0%0%17accepted challenger
10Planful0%0%12accepted challenger
09Cube0%0%11accepted challenger
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its product page.
All fifteen head-to-head pages: the top six products, each against each

Recommended versus criticized

Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.

Criticized challengerCriticized default
Negative label rate →
01
02
03
04
05
06
07
08
09
10
11
12
13
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01OnBoard25%
02Boardable14%
03BoardPro7%
04Nasdaq Boardvantage5%
05Datarails2%
06Diligent Boards2%
07AppDeck Board Portal0%
08Board Intelligence0%
09Cube0%
10Planful0%
11Govenda0%
12Azeus Convene0%
13BoardEffect0%

What they warned about

Zero of twelve models held their first choice under the paraphrase. Claude Haiku 4.5, GPT-5.4 mini, Gemini 3.5 Flash, Perplexity Sonar, Grok 4.20, Mistral Small, DeepSeek V4 Flash, Llama 4 Maverick, Qwen 3.7 Flash, Kimi K2, GLM 4.7 FlashX and MiniMax M2.5 changed. A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Diligent Boards
49%
17 of 35 labels negative · 9 of 12 models · 3 hard negative
“Diligent ($15K\u201330K+/yr) and Board Intelligence are enterprise standard but far out of budget. Skip these” DeepSeek V4 Flash, budget prompt
Nasdaq Boardvantage
37%
10 of 27 labels negative · 7 of 12 models · 2 hard negative
“I would avoid Diligent, BoardEffect, and Boardvantage if budget is the main constraint” Perplexity Sonar, budget prompt
BoardEffect
30%
6 of 20 labels negative · 5 of 12 models · 1 hard negative
“I would avoid Diligent, BoardEffect, and Boardvantage if budget is the main constraint” Perplexity Sonar, budget prompt
OnBoard
16%
6 of 37 labels negative · 5 of 12 models
“OnBoard: Frequent gripes about agenda glitches, permission settings, navigation difficulties, and upload issues” Grok 4.20, negative prompt

What they cite

Twelve of the twelve models returned a source list in this edition: four return the pages they cited and eight the search results they consulted.

Sites the answers cite

61 of 72 answers in this category came back with a source list, from 12 of 12 models: citations where the model returns them, or the search results it consulted. 845 links across 183 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · Worldmetrics38 answers · 70 citations · 10 models
36 answers · 45 citations · 11 models
vendor site · AppDeck35 answers · 64 citations · 9 models
vendor site · ClearPoint Strategy32 answers · 39 citations · 11 models
26 answers · 26 citations · 9 models
vendor site · G222 answers · 34 citations · 10 models
vendor site · Fast.io20 answers · 20 citations · 10 models
vendor site · Guideflow19 answers · 19 citations · 10 models
vendor site · Capterra18 answers · 35 citations · 9 models
vendor site · Board Intelligence17 answers · 28 citations · 9 models
17 answers · 18 citations · 8 models
17 answers · 18 citations · 10 models

Pages the answers cite

The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.

Search against answers

Each company's standing in the answers beside its site's footprint in Google search, one row a site: the products the models named on it with their shares, and the share they add up to; monthly searches on Google, and DataForSEO's estimate of AI search demand (modeled from search signals, directional, not a count of queries to any assistant), for the most-searched of the company's and its products' names (the name is in each row's hover text); estimated monthly organic visits to the site; and its best position in Google's top ten for “best board reporting software”, “board reporting software”, “board reporting tools”. US estimates from DataForSEO and Google's Ads Transparency Center. A small company's site, or a mid-sized company's site for its flagship, is marked company; a product on a large parent's site (Google, Microsoft) has no site figures. A column with no figures for this category is left out, and an empty cell means none were seen, not none exist. Two measurements side by side: neither is read as the cause of the other.
Company and productsShareOwn site citedName searches, GoogleAI search demand, est.Organic visitsPaid search a month, est.Google ads, last 30 daysBest Google position
OnBoard onboardmeetings.com25%26222,2009,63546,823$87,989343
Boardable boardable.com14%1793,6002356,590215
Carta carta.com9%25110,00024,603506,905$2,83929
Visible visible.vc9%20301,00068,79913,05444
BoardPro boardpro.com7%202390203,0122
Nasdaq Boardvantage nasdaq.com5%1801,3001621,233,250$5753
Boardly board.com
BoardPaq 2%, Boardly 2%, Board Intelligence 0%
5%45320444,4051062
Diligent diligent.com
Diligent One Platform 2%, Diligent Boards 2%
5%272165,0006,449317,551 company$2871209
Datarails datarails.com2%3746,60013418,964$16,697107
Aprio aprioboardportal.com
Aprio Board Portal 2%
2%5350019,979 company3

Google's top ten for the three searches hold 15 sites; 3 of them are among the sites the models cited here (board-room.org, boardintelligence.com, clearpointstrategy.com). The first result for “best board reporting software” is board-room.org.

How they answered

Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ShowHide
ModelDirect“What is the best board reporting software for a mid-market B2B company?”Paraphrase“Which investor reporting tool would you recommend to a mid-sized B2B company?”Comparative“What are the top board reporting tools and how do they differ?”Budget-constrained“What is the best board reporting software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a board reporting software. What should we look at?”Negative“Which board reporting tools should I avoid or be cautious about?”
Claude Haiku 4.5OnBoard
Three alternativesAprio Board Portal, Board Intelligence, HighRadius
no first choiceChangedno first choiceBoardly
Two alternativesAprio Board Portal, Boardable
no first choicenothing named
GPT-5.4 miniOnBoard
Four alternativesBoard Intelligence, BoardPro, Diligent Boards, Nasdaq Boardvantage
VisibleChanged
One alternativePulley
against: Carta
Diligent Boards, Nasdaq Boardvantage
Five alternativesAprio Board Portal, Board Intelligence, BoardEffect, Boardable, OnBoard
BoardPro, Decisions
One alternativeAzeus Convene
against: Diligent Boards, OnBoard
no first choicenothing named
Gemini 3.5 FlashMosaic, OnBoard
Five alternativesBoard Intelligence, Cube, Datarails, Govenda, Jirav
VisibleChanged
Five alternativesAleph, Carta Investor Relations Hub, Maxio, Mosaic, ScaleXP
OnBoard, Workiva
Six alternativesBoard Intelligence, Boardable, ClearPoint Strategy, Datarails, Diligent Boards, Fathom
I'mBoard
Four alternativesBoardCloud, BoardPro, BoardSpace, BoardSpot
against: Diligent Boards, Nasdaq Boardvantage
OnBoard
Five alternativesBoardPro, ClearPoint Strategy, Cube, Datarails, Zeck
against: Diligent Boards
against: ChatGPT, Dropbox, Google Drive, Google Slides, Keynote, Microsoft Excel, PowerPoint, Slack
Perplexity SonarOnBoard
Three alternativesBoard Intelligence, BoardEffect, Nasdaq Boardvantage
WorkivaChanged
One alternativeIrwin
against: Visible
no first choiceBoardable
Two alternativesAppDeck Board Portal, BoardPro
against: BoardEffect, Diligent Boards, Nasdaq Boardvantage
no first choicenothing named
Grok 4.20OnBoard
Three alternativesAppDeck Board Portal, BoardPro, iBabs
against: Diligent Boards, Nasdaq Boardvantage
VisibleChanged
Three alternativesCarta, DocSend, Paperstreet.vc
Diligent Boards
Five alternativesBoardPro, Boardable, Govenda, Nasdaq Boardvantage, OnBoard
Boardable
Two alternativesAppDeck Board Portal, BoardPro
against: Google Workspace, Microsoft 365
no first choiceagainst: Nasdaq Boardvantageagainst: BoardEffect, Diligent Boards, OnBoard
Mistral SmallNasdaq Boardvantage
Three alternativesBoardEffect, Datarails, Fairview
FundwaveChanged
Two alternativesMicrosoft Dynamics 365, NetSuite
no first choiceBoardable
Two alternativesBoardPro, OnBoard
no first choicenothing named
DeepSeek V4 FlashOnBoard
Two alternativesAppDeck Board Portal, Fairview
against: Diligent Boards, Nasdaq Boardvantage
CartaChanged
Two alternativesPulley, Visible
against: Mosaic
Aleph, Cube
Five alternativesAppDeck Board Portal, Diligent Boards, OnBoard, Oracle Fusion Cloud EPM, Planful
BoardPro
Five alternativesAppDeck Board Portal, BoardSpace, Boardable, Cube, LiveFlow
against: Board Intelligence, Diligent Boards, OnBoard
no first choiceagainst: Azeus Convene, Diligent Boards, Nasdaq Boardvantage, OnBoard
Llama 4 MaverickNasdaq Boardvantage
Two alternativesDatarails, Fairview
no first choiceChangedagainst: Pipedriveno first choiceBoardable
Two alternativesAppDeck Board Portal, OnBoard
no first choicenothing named
Qwen 3.7 FlashDiligent Boards
Three alternativesEnboarder, Fello, OnBoard
Carta, Diligent One PlatformChanged
Two alternativesPitch.com, Qlipo
AppDeck Board Portal
Three alternativesBoardPro, Boardable, Diligent Boards
against: Nasdaq Boardvantage
OnBoard
Four alternativesAppDeck Board Portal, BoardPro, Boardable, Microsoft SharePoint / OneDrive
against: Diligent Boards
no first choiceagainst: BoardEffect, Diligent Boardsagainst: BoardEffect, Diligent Boards, OnBoard
Kimi K2Datarails
Two alternativesCube, Planful
against: Nasdaq Boardvantage
VisibleChanged
Three alternativesCarta, Fathom, Pulley
Diligent Boards, Nasdaq Boardvantage
Five alternativesAprio Board Portal, Board Intelligence, Boardable, ClearPoint Strategy, OnBoard
against: Govenda
BoardPaq, Boardable
Two alternativesBoardPro, OnBoard
OnBoard, Zeck
Two alternativesBoardEffect, Boardable
against: Diligent Boards, Nasdaq Boardvantage
against: BoardEffect, Diligent Boards, Dropbox, Google Drive
GLM 4.7 FlashXAprio Board Portal, OnBoard
Four alternativesAppDeck Board Portal, BoardEffect, Govenda, Nasdaq Boardvantage
against: Boardable
CartaChanged
Three alternativesDisco, Paperstreet.vc, Q4
BoardPro, Govenda
Seven alternativesAprio Board Portal, Azeus Convene, Datarails, Diligent Boards, Nasdaq Boardvantage, Planful, iBabs
Boardable, Google Workspace
Four alternativesAppDeck Board Portal, Aprio Board Portal, BoardPaq, BoardPro
against: Diligent Boards
no first choiceagainst: Aprio Board Portal, Board, BoardEffect, Diligent Boards, OnBoard
MiniMax M2.5OnBoard
Three alternativesBoardEffect, Datarails, Planful
against: Diligent Boards, Nasdaq Boardvantage
Aleph, CartaChanged
Two alternativesMaxio, Visible
Diligent Boards, Nasdaq Boardvantage
Six alternativesAppDeck Board Portal, Board Intelligence, Boardable, Datarails, OnBoard, Planful
BoardPro
Three alternativesAppDeck Board Portal, BoardSpace, Boardable
no first choiceagainst: Dropbox, Google Drive
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against

The record

One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency.
Seventy-two rows: every prompt, every model, every answer.
PromptModelVersion stringTime (UTC)SearchedSourcesLatency
Direct recommendationClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:55yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:52yes49 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:17yes1859 s
Direct recommendationPerplexity Sonarsonar2026-09-17 18:02yes208 s
Direct recommendationGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 20:35yes2818 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 18:24yes55 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:02yes1615 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:30yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:04no032 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:44yes1126 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:20yes3035 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:58yes922 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 17:56no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:03no03 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 20:13yes1526 s
ParaphrasePerplexity Sonarsonar2026-09-17 17:59yes186 s
ParaphraseGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 18:01yes2613 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 18:11yes55 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:05yes1817 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:42yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:49no038 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:28yes2032 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:37yes2451 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:04yes921 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 17:58yes98 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 17:54yes48 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:17yes1849 s
ComparativePerplexity Sonarsonar2026-09-17 20:27yes208 s
ComparativeGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 19:55yes2614 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 18:02yes711 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:45yes2526 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:50yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:39yes1031 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:43yes1936 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:58yes829 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:58yes1022 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:14yes97 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:12yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:15yes20141 s
Budget constrainedPerplexity Sonarsonar2026-09-17 19:27yes206 s
Budget constrainedGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 20:30yes3117 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:48yes54 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:27yes1012 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 17:53yes52 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:40yes1035 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:49yes1427 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:55yes1226 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:24yes824 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:09no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:48no08 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:58yes1222 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:23yes2010 s
Scale constrainedGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 19:37yes1411 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:02no06 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 20:10yes1946 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:07yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:28no029 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:52yes1528 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:11no014 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:37no060 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:36yes98 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:59no06 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:53yes2250 s
Negative framingPerplexity Sonarsonar2026-09-17 20:05yes207 s
Negative framingGrok 4.20spacexai/grok-4.1-fast-non-reasoning via vertex (asked for grok-4.20-non-reasoning; the API answered as this version)2026-09-17 20:57yes3116 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 18:31yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:55yes1010 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:29yes74 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:18yes939 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:08yes1424 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:16yes21105 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:37yes920 s

Noise floor in this category

Flips between the edition run and its calibration repeat. Six prompts per model is a small sample; the index-wide floor is the number to trust.

ShowHide
Claude Haiku 4.5
2 of 3 flipped
GPT-5.4 mini
1 of 4 flipped
Gemini 3.5 Flash
5 of 6 flipped
Perplexity Sonar
1 of 3 flipped
Grok 4.20
1 of 4 flipped
Mistral Small
1 of 3 flipped
DeepSeek V4 Flash
4 of 4 flipped
Llama 4 Maverick
1 of 3 flipped
Qwen 3.7 Flash
4 of 4 flipped
Kimi K2
3 of 5 flipped
GLM 4.7 FlashX
3 of 4 flipped
MiniMax M2.5
4 of 4 flipped

Normalization in this category

Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.

ShowHide
Category-scoped readings
AppDeck read as AppDeck Board Portal
Aprio read as Aprio Board Portal
ClearPoint read as ClearPoint Strategy
Diligent read as Diligent Boards
Diligent (Boardbooks) read as Diligent Boards
Diligent (Diligent One Platform) read as Diligent Boards
Diligent (formerly Boardable) read as Diligent Boards
Excel read as Microsoft Excel
Vena Solutions read as Vena
Unresolved, counted raw
BoardPad (APM‑集团)
BoardSource
Carta Investor Relations Hub
Disco
Enboard
Fello
Keynote
Microsoft Board (Teams + Power Apps)
Microsoft SharePoint / OneDrive
Pitch.com
Qlipo
Rundit
Societ \u2013 My Board View
eShare
Discontinued, still offered
No shut-down product was recommended here.
← Disclosure reportingCorporate performance ma →