September 2026 Edition, published · The permanent record of that edition, superseded since.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 › Small business · September 2026 Edition

Board and investor reporting for small business buyers

Asked as “board reporting software”, and as “investor reporting tool”, on behalf of a small B2B company. 44 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing · first-choice share
23%
Contested · BoardPro 20%
23Visible20BoardPro20Boardable36others

23% 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 small B2B company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrant
01Visible23%0%12accepted challenger
02Boardable20%0%35accepted challenger
03BoardPro20%0%30accepted challenger
04I'mBoard11%0%10accepted challenger
05AppDeck Board Portal5%0%18accepted challenger
06OnBoard2%23%26accepted challenger
07Nasdaq Boardvantage2%70%23criticized challenger
Show the two products at 0%, ordered by negative rate
09Diligent Boards0%83%29criticized challenger
08BoardEffect0%20%10accepted 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.
Head to headHead-to-head pages are published for mid-market buyers, so these open on mid-market figures, not small business.
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
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Visible23%
02Boardable20%
03BoardPro20%
04I'mBoard11%
05AppDeck Board Portal5%
06OnBoard2%
07Nasdaq Boardvantage2%
08BoardEffect0%
09Diligent Boards0%

What they warned about

One 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, 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
83%
24 of 29 labels negative · 9 of 12 models · 10 hard negative
“Avoid Diligent unless you are preparing for a rapid exit or IPO, as its licensing costs and complexity often overwhelm small teams.” Qwen 3.7 Flash, comparative prompt
Nasdaq Boardvantage
70%
16 of 23 labels negative · 9 of 12 models · 8 hard negative
“Enterprise-Grade GRC Platforms (e.g., Diligent, Nasdaq Boardvantage, BoardEffect) ... generally a poor fit for small businesses” Gemini 3.5 Flash, negative prompt
OnBoard
23%
6 of 26 labels negative · 4 of 12 models · 2 hard negative
“OnBoard is frequently cited for a steep learning curve ... with users reporting boards abandoning it” DeepSeek V4 Flash, negative prompt
Google Drive
75%
3 of 4 labels negative · 3 of 12 models · 2 hard negative
“Using personal Google Drive... for board documents ... No Audit Trails ... Security Risks” Qwen 3.7 Flash, 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

65 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. 854 links across 194 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · AppDeck37 answers · 65 citations · 9 models
vendor site · ClearPoint Strategy35 answers · 35 citations · 11 models
34 answers · 43 citations · 11 models
vendor site · G233 answers · 54 citations · 12 models
vendor site · Worldmetrics32 answers · 41 citations · 9 models
27 answers · 29 citations · 10 models
vendor site · I'mBoard24 answers · 43 citations · 10 models
vendor site · Guideflow24 answers · 25 citations · 11 models
vendor site · Capterra22 answers · 35 citations · 7 models
20 answers · 20 citations · 9 models
vendor site · BoardPro17 answers · 19 citations · 7 models
vendor site · Fast.io17 answers · 18 citations · 7 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
Visible visible.vc23%20301,00068,79913,05444
Boardable boardable.com20%1793,6002356,590215
BoardPro boardpro.com20%202390203,0122
I'mBoard imboard.ai11%51,000032737
AppDeck appdeck.com
AppDeck Board Portal 5%
5%37200185 company
Boardly board.com5%6320444,4051062
OnBoard onboardmeetings.com2%26222,2009,63546,823$87,989343
Fathom fathomhq.com2%19090,5006,65774,88138
Aprio aprioboardportal.com
Aprio Board Portal 2%
2%5350019,979 company3
BoardShape2%

Google's top ten for the three searches hold 15 sites; 4 of them are among the sites the models cited here (board-room.org, boardpro.com, clearpointstrategy.com, imboard.ai). 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 small B2B company?”Paraphrase“Which investor reporting tool would you recommend to a small business that sells to other businesses?”Comparative“What are the top board reporting tools for a small team and how do they differ?”Budget-constrained“What is the best board reporting software for a small company with a tight budget?”Scale-constrained“We are a 30 person company evaluating a board reporting software. What should we look at?”Negative“Which board reporting tools should a small business avoid or be cautious about?”
Claude Haiku 4.5BoardPro, OnBoard
Three alternativesBoardSpace, Boardable, Nasdaq Boardvantage
FlowwChanged
Three alternativesMaxio, QuickBooks Online, Visible
BoardEffect, Boardable
One alternativeBoard Intelligence
against: Nasdaq Boardvantage
Wave
Two alternativesBoardEffect, QuickBooks Online
no first choicenothing named
GPT-5.4 miniBoardPro
Two alternativesBoardPaq, OnBoard
FathomChanged
Three alternativesJirav, QuickBooks Online, Xero
Carta
Four alternativesBoardable, Databox, Geckoboard, Monday.com
Boardable
Three alternativesBoardPro, BoardSpot, Easy Board
no first choicenothing named
Gemini 3.5 FlashBoardly, I'mBoard, Visible
Seven alternativesBaremetrics, BoardPro, ChartMogul, Fathom, Google Workspace, Jirav, Notion
against: Diligent Boards, Nasdaq Boardvantage
VisibleChanged
Three alternativesCabal, Carta, Syft Analytics
BoardPro, Zeck
Five alternativesBoardable, Databox, Elate, Fathom, OnBoard
against: Diligent Boards
BoardPro, I'mBoard
Three alternativesBoardBreeze, Clockwork.ai, Fathom
against: Diligent Boards, OnBoard
Boardly, I'mBoard
Seven alternativesAgendalink, BoardPro, Fathom, Jirav, Klipfolio, Mosaic, Syft Analytics
against: Diligent Boards, Nasdaq Boardvantage
against: BoardEffect, Diligent Boards, Dropbox, Google Drive, Microsoft Power BI, Nasdaq Boardvantage, Slack, Tableau
Perplexity SonarBoardPro
One alternativeFathom
against: Diligent Boards
VisibleChanged
Two alternativesCarta, Fairview
against: Dynamo, Juniper Square
Boardable
Three alternativesAppDeck Board Portal, BoardEffect, OnBoard
against: ClickUp, Diligent Boards, Monday.com, Trello
BoardPro, Boardable
One alternativeOnBoard
no first choicenothing named
Grok 4.20Boardable
Two alternativesBoardPro, OnBoard
against: Diligent Boards, Nasdaq Boardvantage
VisibleChanged
Two alternativesPaperstreet.vc, Standard Metrics
against: HubSpot, Investran
Looker Studio
Three alternativesDatabox, Microsoft Power BI, Zoho Analytics
against: Tableau
BoardPro, I'mBoard
One alternativeBoardable
against: My Board View/Societ
Boardable
Two alternativesBoardCloud, OnBoard
against: Azeus Convene, Diligent Boards, Nasdaq Boardvantage, OnBoard
Mistral SmallNasdaq Boardvantage
One alternativeClearPoint Strategy
VisibleChangedAleph
Five alternativesBoardable, ClearPoint Strategy, Cube, Nasdaq Boardvantage, Planful
Boardable
Two alternativesBoardPro, OnBoard
against: Google Workspace, Notion
no first choiceagainst: Diligent Boards, Nasdaq Boardvantage
DeepSeek V4 FlashAprio Board Portal
Two alternativesBoardable, ClearPoint Strategy
against: OnBoard
VisibleChanged
Two alternativesAleph, Foundersuite
against: Allvue, Altvia, Investran
BoardPro, I'mBoard
Two alternativesAppDeck Board Portal, Boardable
against: BoardEffect, Diligent Boards, OnBoard
BoardPro
Two alternativesBoardSpace, Boardable
against: Google Workspace, Societ's My Board View
no first choice
Four alternativesBoardable, Elevale, I'mBoard, Sherpany
against: Diligent Boards, Nasdaq Boardvantage
against: Diligent Boards, Google Drive, Nasdaq Boardvantage, Notion, OnBoard, SharePoint
Llama 4 Maverickno first choiceno first choiceHeldBoardable
Four alternativesAppDeck Board Portal, BoardEffect, Diligent Boards, OnBoard
Boardable
Two alternativesAppDeck Board Portal, BoardPro
AppDeck Board Portal
Four alternativesBoardEffect, Boardable, Diligent Boards, OnBoard
nothing named
Qwen 3.7 FlashI'mBoard
Two alternativesNotion, Sweep
against: BoardNow, Diligent Boards, Nasdaq Boardvantage
VisibleChanged
Two alternativesInvestran, Notion
AppDeck Board Portal
Three alternativesBoardable, Lino, Notion / Google Workspace
against: Diligent Boards
BoardShape
Two alternativesAppDeck Board Portal, BoardBreeze
against: Diligent Boards
no first choiceagainst: Dropbox, Google Drive, Looker, Microsoft Power BI, NetSuite, Qlik Sense, Sage Intacct, Tableau, Xero
Kimi K2BoardPro
Four alternativesAppDeck Board Portal, Boardable, Datarails, Governance360
against: Diligent Boards, Nasdaq Boardvantage
VisibleChanged
One alternativeMaxio
against: DocSend
BoardPro
Three alternativesBoardSpace, Boardable, OnBoard
against: Google Workspace, Notion
Boardable
Two alternativesAppDeck Board Portal, BoardPro
Boardable
Three alternativesAprio Board Portal, Azeus Convene, OnBoard
against: Diligent Boards, Nasdaq Boardvantage
against: Diligent Boards, Nasdaq Boardvantage
GLM 4.7 FlashXAppDeck Board Portal
Four alternativesBoardPro, Boardable, OnBoard, Sherpany
against: Diligent Boards
VisibleChanged
Three alternativesFairview, Google Slides, Notion
BoardPro
Three alternativesAprio Board Portal, Govenda, OnBoard
against: Diligent Boards
Boardable
Four alternativesBoardBreeze, BoardPro, BoardSpace, I'mBoard
no first choiceagainst: Azeus Convene, Diligent Boards, Nasdaq Boardvantage, OnBoard
MiniMax M2.5no first choiceVisibleChanged
Two alternativesFairview, Maxio
BoardPro, Boardable, ClearPoint Strategy, OnBoard
Two alternativesAleph, AppDeck Board Portal
against: Diligent Boards, Nasdaq Boardvantage
BoardPro
Two alternativesBoardBreeze, BoardSpace
no first choiceagainst: Diligent Boards, Nasdaq Boardvantage
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 21:05yes98 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:04yes35 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:20yes2152 s
Direct recommendationPerplexity Sonarsonar2026-09-17 19:38yes205 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 19:47yes2514 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 20:16yes53 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:23yes1320 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:14yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 20:06yes1262 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:22yes1328 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:23yes1376 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:15yes59 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:19yes98 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:55no04 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 17:55yes1424 s
ParaphrasePerplexity Sonarsonar2026-09-17 20:34yes206 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 19:03yes2617 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 18:49yes67 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:36yes1519 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:33yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:14yes1039 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:41yes1825 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:03yes1124 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:04yes1038 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:14yes910 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:37yes610 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:54yes1728 s
ComparativePerplexity Sonarsonar2026-09-17 20:37yes1912 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 20:31yes3015 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 19:54yes79 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:57yes2436 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:36yes63 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:32yes1846 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:03yes2036 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:42yes2489 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:19yes1222 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:22yes97 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:03yes45 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:24yes1017 s
Budget constrainedPerplexity Sonarsonar2026-09-17 18:00yes207 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 18:03yes3217 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:38yes53 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:47yes910 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:43yes53 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:33yes936 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:34yes824 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:18yes1322 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:22yes520 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:21no06 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:13no08 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:30yes821 s
Scale constrainedPerplexity Sonarsonar2026-09-17 20:15yes1711 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 20:52yes1411 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 19:50no05 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 18:42yes1417 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:57yes54 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:55no026 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:01yes1023 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:41yes14109 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:46yes820 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:08yes1810 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:06no05 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:18yes1522 s
Negative framingPerplexity Sonarsonar2026-09-17 18:33yes2011 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 19:55yes3116 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:36yes54 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 19:36yes2224 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:21yes54 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:00no031 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:45yes1228 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:39yes17122 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 20:18yes1025 s

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
Qlik read as Qlik Sense
Unresolved, counted raw
Agendalink
Allvue
Altvia
BoardMix
BoardNow
BoardShape
Elate
Elevale
Floww
Kintana
Lino
My Board View/Societ
Simbli
Societ's My Board View
Zoom
Discontinued, still offered
No shut-down product was recommended here.
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