# Board and investor reporting for small business 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 a small B2B company. Page: https://www.gane.ai/index/finance/planning/board-and-investor-reporting/2026-11/smb

**Standing:** BoardPro leads with 27% 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 | [BoardPro](https://www.gane.ai/index/finance/vendors/boardpro/index.md) | 27% | 5% | 39 |
| 2 | [Visible](https://www.gane.ai/index/finance/vendors/visible/index.md) | 22% | 0% | 14 |
| 3 | [LivePlan](https://www.gane.ai/index/finance/vendors/liveplan/index.md) | 14% | 0% | 17 |
| 4 | [Boardable](https://www.gane.ai/index/finance/vendors/boardable/index.md) | 12% | 3% | 38 |
| 5 | [Easy Board](https://www.gane.ai/index/finance/vendors/easy-board/index.md) | 4% | 7% | 14 |
| 6 | [Fathom](https://www.gane.ai/index/finance/vendors/fathom/index.md) | 4% | 12% | 16 |
| 7 | [OnBoard](https://www.gane.ai/index/finance/vendors/onboard/index.md) | 2% | 27% | 30 |
| 15 | [AppDeck Board Portal](https://www.gane.ai/index/finance/vendors/appdeck-board-portal/index.md) | 0% | 0% | 11 |
| 16 | [Notion](https://www.gane.ai/index/finance/vendors/notion/index.md) | 0% | 20% | 10 |
| 28 | [Microsoft Power BI](https://www.gane.ai/index/finance/vendors/microsoft-power-bi/index.md) | 0% | 29% | 14 |
| 137 | [Nasdaq Boardvantage](https://www.gane.ai/index/finance/vendors/nasdaq-boardvantage/index.md) | 0% | 85% | 13 |
| 138 | [Diligent Boards](https://www.gane.ai/index/finance/vendors/diligent-boards/index.md) | 0% | 72% | 36 |

Rank is by share of first choices among all 138 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: BoardPro, LivePlan; alternatives Fathom, Jirav
- GPT-5.4 mini: BoardPro; alternatives Board Intelligence, Boardable, Boardly
- Gemini 3.5 Flash: Boardable, Fathom, Zeck; alternatives Aleph, BoardPro, Clockwork.ai, Jirav
- Perplexity Sonar: LivePlan; alternatives Aleph, AppDeck Board Portal, BoardPro
- Grok 4.20: BoardPro; alternatives Easy Board, Fairview, Mosaic
- Mistral Small: Fairview; alternatives LivePlan, cfo.ai
- DeepSeek V4 Flash: BoardPro; alternatives Boardable, OnBoard
- Llama 4 Maverick: OnBoard; alternatives Azeus Convene, BoardPro, Diligent Boards, cfo.ai
- Qwen 3.7 Flash: AppBoard; alternatives Boardable, MiroBoard
- Kimi K2: BoardPro; alternatives Boardable, Easy Board, Fathom, ScaleXP
- GLM 4.7 FlashX: BoardPro; alternatives OnBoard
- MiniMax M2.5: BoardPro; alternatives Boardable, Easy Board, Ideals Board
- GPT-6 Luna: Jirav; alternatives BoardPro, Google Sheets, Visible
- Muse Glimmer 30B: BoardPro; alternatives Govenda, Zeck

## Sources the answers cite

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

- softwareadvice.com: 42 answers, 68 citations
- capterra.com: 33 answers, 60 citations
- g2.com: 29 answers, 44 citations
- appdeck.com: 25 answers, 35 citations
- cfopresso.com: 24 answers, 25 citations
- ones.com: 23 answers, 31 citations
- getapp.com: 19 answers, 28 citations
- boardable.com: 17 answers, 20 citations

Pages named in the most answers:

- https://softwareadvice.com/board-management (30 answers)
- https://cfopresso.com/reviews/best-board-reporting-software (22 answers)
- https://softwareadvice.com/board-management/small-business (20 answers)
- https://capterra.com/board-management-software (19 answers)
- https://appdeck.com/blog/board-portal-software-comparison-2026 (15 answers)
- https://appdeck.com/blog/board-reporting-software-comparison (13 answers)
- https://boardable.com/plans (12 answers)
- https://getaleph.com/answers/board-investor-reporting-software (12 answers)
- https://capterra.com/board-management-software/s/small-businesses (10 answers)
- https://g2.com/categories/investor-reporting/small-business (10 answers)

## Warned against

- Diligent Boards: 26 of 36 labels negative. "Avoid enterprise products such as Diligent unless regulatory governance, complex permissions, or extensive audit trails justify the cost." (Perplexity Sonar, direct prompt)
- Nasdaq Boardvantage: 11 of 13 labels negative. "Small businesses should avoid Diligent and OnBoard due to high costs, outdated interfaces, poor usability, and slow support." (Muse Glimmer 30B, negative prompt)
- BoardEffect: 6 of 9 labels negative. "Often cited as a "trap" — another traditional enterprise portal that overwhelms small organizations" (Kimi K2, negative prompt)
- OnBoard: 8 of 30 labels negative. "Small businesses should avoid Diligent and OnBoard due to high costs, outdated interfaces, poor usability, and slow support." (Muse Glimmer 30B, negative prompt)

## Movement since October 2026

Floor: 10 points of share, measured on the calibration repeat.
Same leader: BoardPro at 27%.

- LivePlan: 0% to 14%, +14. Cleared the floor by 4 points · rank 52 → 3 of 138.
- OnBoard: 8% to 2%, −6. Inside the floor by 4 points · rank 4 → 7 of 138.
- Easy Board: 0% to 4%, +4. New · not ranked in October 2026 · rank 5 of 138.
- Fathom: 0% to 4%, +4. Inside the floor by 6 points · rank 14 → 6 of 138.
- AppDeck Board Portal: 4% to 0%, −4. Inside the floor by 6 points · rank 6 → 15 of 138.
- Visible: 25% to 22%, −3. Inside the floor by 7 points · rank 2 of 138, unchanged.
- BoardPro: 29% to 27%, −2. Inside the floor by 8 points · rank 1 of 138, unchanged.
- Boardable: 10% to 12%, +2. Inside the floor by 8 points · rank 3 → 4 of 138.
- Notion: 0% to 0%, ±0. Inside the floor by 10 points · rank 19 → 16 of 138.
- Microsoft Power BI: 0% to 0%, ±0. Inside the floor by 10 points · rank 101 → 28 of 138.
- BoardEffect: 0% to 0%, ±0. Inside the floor by 10 points · rank 107 → 136 of 138.
- Nasdaq Boardvantage: 0% to 0%, ±0. Inside the floor by 10 points · rank 108 → 137 of 138.

## 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.