# Board and investor reporting for enterprise buyers: what AI models recommend, November 2026

Gane Index, November 2026 Edition. Asked as "board reporting software" and as "investor reporting tool", six framings each, to fourteen models with search on, on behalf of an enterprise B2B company. Page: https://www.gane.ai/index/finance/planning/board-and-investor-reporting/2026-11/enterprise

**Standing:** Diligent Boards leads with 33% of first choices; verdict contested. 49 first choices across the direct, paraphrase, budget and scale prompts.

## First-choice share

| Rank | Product | Share | Negative rate | Labels |
|---|---|---|---|---|
| 1 | [Diligent Boards](https://www.gane.ai/index/finance/vendors/diligent-boards/index.md) | 33% | 19% | 57 |
| 2 | [Workiva](https://www.gane.ai/index/finance/vendors/workiva/index.md) | 20% | 0% | 23 |
| 3 | [OnBoard](https://www.gane.ai/index/finance/vendors/onboard/index.md) | 6% | 5% | 42 |
| 6 | [Nasdaq Boardvantage](https://www.gane.ai/index/finance/vendors/nasdaq-boardvantage/index.md) | 4% | 13% | 38 |
| 7 | [AppDeck Board Portal](https://www.gane.ai/index/finance/vendors/appdeck-board-portal/index.md) | 4% | 0% | 10 |
| 8 | [Microsoft Power BI](https://www.gane.ai/index/finance/vendors/microsoft-power-bi/index.md) | 4% | 40% | 10 |
| 9 | [Boardable](https://www.gane.ai/index/finance/vendors/boardable/index.md) | 4% | 46% | 13 |
| 10 | [Azeus Convene](https://www.gane.ai/index/finance/vendors/azeus-convene/index.md) | 2% | 0% | 23 |
| 16 | [Board Intelligence](https://www.gane.ai/index/finance/vendors/board-intelligence/index.md) | 0% | 0% | 19 |
| 17 | [BoardEffect](https://www.gane.ai/index/finance/vendors/boardeffect/index.md) | 0% | 15% | 13 |
| 23 | [Board](https://www.gane.ai/index/finance/vendors/board/index.md) | 0% | 29% | 14 |
| 112 | [SharePoint](https://www.gane.ai/index/finance/vendors/sharepoint/index.md) | 0% | 92% | 12 |

Rank is by share of first choices among all 112 products named; products with the same share are tied, and the order among them carries no meaning. The table lists those with at least 10 labels.

## Each model's first choice on the direct prompt

- Claude Haiku 4.5: no first choice
- GPT-5.4 mini: Diligent Boards; alternatives Azeus Convene, Board, Board.com, Govenda
- Gemini 3.5 Flash: Diligent Boards, Workiva; alternatives Anaplan, Board Intelligence, Causal, Mosaic
- Perplexity Sonar: Diligent Boards; alternatives Aleph, Board Intelligence, Planful
- Grok 4.20: Diligent Boards; alternatives Azeus Convene, Board Intelligence, OnBoard, Workiva
- Mistral Small: Fairview; alternatives Aleph, Azeus Convene, Board Intelligence Board Portal
- DeepSeek V4 Flash: Diligent Boards; alternatives Board Intelligence
- Llama 4 Maverick: no first choice
- Qwen 3.7 Flash: Diligent Boards; alternatives AppBoard, OnBoard, OneTrust
- Kimi K2: Diligent Boards; alternatives Board Intelligence, ClearPoint Strategy, OnBoard
- GLM 4.7 FlashX: Diligent Boards; alternatives AppDeck Board Portal, Aprio Board Portal, Board, Board Intelligence
- MiniMax M2.5: Diligent Boards; alternatives Board, Board Intelligence, OnBoard
- GPT-6 Luna: Diligent Boards; alternatives Abacum, Nasdaq Boardvantage, Planful
- Muse Glimmer 30B: Azeus Convene, Diligent Boards, OnBoard

## Sources the answers cite

76 of 84 answers came back with a source list, from 14 of 14 models. Sites named in the most answers:

- boardintelligence.com: 29 answers, 38 citations
- appdeck.com: 28 answers, 42 citations
- diligent.com: 27 answers, 62 citations
- capterra.com: 26 answers, 39 citations
- g2.com: 22 answers, 34 citations
- onboardmeetings.com: 20 answers, 27 citations
- board.com: 16 answers, 26 citations
- softwareadvice.com: 16 answers, 17 citations

Pages named in the most answers:

- https://appdeck.com/blog/board-reporting-software-comparison (17 answers)
- https://getaleph.com/answers/board-investor-reporting-software (13 answers)
- https://axiobench.com/best/board-reporting-software (12 answers)
- https://f6s.com/software/category/board-reporting (11 answers)
- https://board.com/pricing (10 answers)
- https://fast.io/resources/board-reporting-software (10 answers)
- https://softwareadvice.com/board-management (10 answers)
- https://capterra.com/board-management-software (9 answers)
- https://statwharf.com/best/board-portal-software-for-enterprise (9 answers)
- https://appdeck.com/blog/board-portal-software-comparison-2026 (7 answers)

## Warned against

- SharePoint: 11 of 12 labels negative. "ordinary Google Docs/SharePoint workspaces as the primary board archive. They can create inconsistent permissions, weak version control" (Perplexity Sonar, negative prompt)
- Diligent Boards: 11 of 57 labels negative. "AI‑driven recommendation indexes label Diligent as a hard negative for enterprises, specifically citing per‑user/per‑director cost scaling" (GLM 4.7 FlashX, negative prompt)
- Dropbox: 8 of 8 labels negative. "Using services like Dropbox, Google Drive, SharePoint (for direct file distribution), or standard email for board materials is a major anti-pattern in enterprise governance." (Qwen 3.7 Flash, negative prompt)
- Google Drive: 7 of 7 labels negative. "Examples to avoid for board packages: Standard Google Drive, Dropbox, Box (without enterprise governance rules)" (Gemini 3.5 Flash, negative prompt)

## Movement since October 2026

Floor: 10 points of share, measured on the calibration repeat.
Same leader: Diligent Boards at 33%.

- Workiva: 5% to 20%, +15. Cleared the floor by 5 points · rank 6 → 2 of 112.
- Nasdaq Boardvantage: 12% to 4%, −8. Inside the floor by 2 points · rank 2 → 6 of 112.
- Boardable: 0% to 4%, +4. Inside the floor by 6 points · rank 78 → 9 of 112.
- Board Intelligence: 4% to 0%, −4. Inside the floor by 6 points · rank 7 → 16 of 112.
- Diligent Boards: 30% to 33%, +3. Inside the floor by 7 points · rank 1 of 112, unchanged.
- AppDeck Board Portal: 2% to 4%, +2. Inside the floor by 8 points · rank 20 → 7 of 112.
- Microsoft Power BI: 2% to 4%, +2. Inside the floor by 8 points · rank 21 → 8 of 112.
- Azeus Convene: 0% to 2%, +2. Inside the floor by 8 points · rank 27 → 10 of 112.
- OnBoard: 5% to 6%, +1. Inside the floor by 9 points · rank 4 → 3 of 112.
- BoardPro: 5% to 6%, +1. Inside the floor by 9 points · rank 5 of 112, unchanged.
- BoardEffect: 0% to 0%, ±0. Inside the floor by 10 points · rank 23 → 17 of 112.
- Board: 0% to 0%, ±0. Inside the floor by 10 points · rank 26 → 23 of 112.

## Record

- Method: https://www.gane.ai/index/finance/methodology
- License: CC BY 4.0. Cite as Gane Index, November 2026 Edition, www.gane.ai/index/finance.