September 2026 Edition, published · The permanent record of that edition, superseded since.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 › Corporate performance ma · September 2026 Edition

Corporate performance management

Asked as “EPM software”, and as “corporate performance management platform”, on behalf of a mid-market B2B company. 42 first choices recorded across the direct, paraphrase, budget and scale prompts, twelve models each.
Standing · first-choice share
29%
Contested · Prophix 12%
29Planful12Prophix12Vena48others

29% 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
01Planful29%12%40accepted challenger
02Vena12%8%37accepted challenger
03Prophix12%9%23accepted challenger
04Workday Adaptive Planning12%27%41criticized challenger
05Pigment5%5%21accepted challenger
06Cube5%0%14accepted challenger
07Jedox2%7%15accepted challenger
08Anaplan2%56%41criticized challenger
Show the four products at 0%, ordered by negative rate
12Oracle Fusion Cloud EPM0%50%34criticized challenger
10OneStream0%31%29criticized challenger
11SAP Analytics Cloud0%27%11criticized challenger
09Drivetrain0%0%16accepted 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 twenty-eight head-to-head pages: the top eight 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
Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative40%
Key
01Planful29%
02Vena12%
03Prophix12%
04Workday Adaptive Planning12%
05Pigment5%
06Cube5%
07Jedox2%
08Anaplan2%
09Drivetrain0%
10OneStream0%
11SAP Analytics Cloud0%
12Oracle Fusion Cloud EPM0%

What they warned about

Four of twelve models held their first choice under the paraphrase. Gemini 3.5 Flash, 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.
Anaplan
56%
23 of 41 labels negative · 10 of 12 models · 4 hard negative
“you generally want to avoid heavy enterprise platforms like Anaplan or Oracle (which cost tens of thousands annually)” Qwen 3.7 Flash, budget prompt
Oracle Fusion Cloud EPM
50%
17 of 34 labels negative · 10 of 12 models · 3 hard negative
“you generally want to avoid heavy enterprise platforms like Anaplan or Oracle (which cost tens of thousands annually)” Qwen 3.7 Flash, budget prompt
OneStream
31%
9 of 29 labels negative · 8 of 12 models · 1 hard negative
“Avoid large enterprise platforms like Anaplan or OneStream if budget is the main constraint” Perplexity Sonar, budget prompt
Workday Adaptive Planning
27%
11 of 41 labels negative · 7 of 12 models · 1 hard negative
“Avoid: Enterprise platforms like Anaplan or Workday Adaptive ... they're overkill and significantly more expensive” Kimi K2, paraphrase 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

62 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. 939 links across 224 sites, every framing counted. Ranked by the number of answers carrying the site or page.

vendor site · Drivetrain36 answers · 42 citations · 11 models
27 answers · 43 citations · 10 models
24 answers · 29 citations · 10 models
21 answers · 21 citations · 11 models
20 answers · 21 citations · 9 models
20 answers · 20 citations · 9 models
19 answers · 19 citations · 11 models
vendor site · PeopleGoal18 answers · 18 citations · 7 models
vendor site · Cubesoftware16 answers · 18 citations · 10 models
15 answers · 32 citations · 8 models
14 answers · 32 citations · 9 models
vendor site · G214 answers · 27 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 epm software”, “epm platforms”, “epm software”. 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
Planful planful.com29%3573,600685,72658,997$137120
Vena venasolutions.com12%40412,1003,92862,294$13,79258
Prophix prophix.com12%2491,6004114,138$109103
Workday workday.com
Workday Adaptive Planning 12%
12%4301,220,00023,8482,213,450 company805
Pigment pigment.com5%19849,50025,64512,248228
Cube cubesoftware.com5%30490,500152,613168,764131
deFacto Global defactoglobal.com5%5
Jedox jedox.com2%4472039,363$14189
Clockwork clockwork.ai2%2427,1007,1784634
Microsoft's EPM option2%

Google's top ten for the three searches hold 24 sites; 5 of them are among the sites the models cited here (cubesoftware.com, drivetrain.ai, gartner.com, peoplemanagingpeople.com, reddit.com). The first result for “best epm software” is peoplemanagingpeople.com.

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 EPM software for a mid-market B2B company?”Paraphrase“Which corporate performance management platform would you recommend to a mid-sized B2B company?”Comparative“What are the top EPM platforms and how do they differ?”Budget-constrained“What is the best EPM software for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a EPM software. What should we look at?”Negative“Which EPM platforms should I avoid or be cautious about?”
Claude Haiku 4.5no first choiceno first choiceHeldOneStream
Five alternativesDrivetrain, Oracle Fusion Cloud EPM, Pigment, Planful, Vena
against: Anaplan
Vena
One alternativeCube
against: Planful
no first choiceagainst: Oracle Hyperion
GPT-5.4 miniWorkday Adaptive Planning
Two alternativesOneStream, Oracle Fusion Cloud EPM
against: Oracle NetSuite
Workday Adaptive PlanningHeld
Two alternativesAnaplan, Oracle Fusion Cloud EPM
Oracle Fusion Cloud EPM
Two alternativesAnaplan, Workday Adaptive Planning
Workday Adaptive Planning
One alternativeOracle Cloud EPM Planning in its Standard subscription
against: OneStream, Oracle Fusion Cloud EPM, SAP Enterprise Performance Management
no first choicenothing named
Gemini 3.5 FlashPigment
Six alternativesCube, Mosaic, NetSuite Planning and Budgeting, Planful, Prophix, Vena
against: Anaplan, Oracle Fusion Cloud EPM
PlanfulChanged
Four alternativesCube, Mosaic, Pigment, Vena
against: Anaplan, Oracle Fusion Cloud EPM
no first choice
Five alternativesOneStream, Oracle Fusion Cloud EPM, Pigment, Vena, Workday Adaptive Planning
against: Anaplan
Clockwork
Four alternativesBudgyt, Fathom, Jirav, LiveFlow
against: Oracle Fusion Cloud EPM, Planview Enterprise One, Workday Adaptive Planning
no first choiceagainst: Oracle Hyperion, SAP BPCagainst: Anaplan, IBM Planning Analytics, OneStream, Oracle Fusion Cloud EPM, Oracle Hyperion, Planful, Prophix, SAP Analytics Cloud, SAP BPC, Vena, Workday Adaptive Planning
Perplexity SonarPlanful
Two alternativesDrivetrain, Prophix
PlanfulHeld
One alternativedeFacto Global
OneStream, Oracle Fusion Cloud EPM
Seven alternativesJedox, Pigment, Planful, Prophix, SAP Analytics Cloud, Vena, Workday Adaptive Planning
against: Anaplan
Microsoft's EPM option, PeopleGoalagainst: Anaplan, OneStream, Planful, Workday Adaptive Planningno first choiceagainst: Anaplan, Oracle Fusion Cloud EPM, Oracle Hyperion, SAP BPC
Grok 4.20Planful
Three alternativesDrivetrain, Prophix, Vena
PlanfulHeld
Three alternativesProphix, Vena, Workday Adaptive Planning
against: Anaplan, Lattice, Oracle Fusion Cloud EPM
no first choicePlanGuru
Four alternativesBudgyt, Cube, Dryrun, Jirav
against: Anaplan, Apache OFBiz, ERPNext, OneStream, Oracle Fusion Cloud EPM, Workday Adaptive Planning
Planful, Vena
Two alternativesOneStream, Pigment
against: Anaplan, Axiom, OneStream, Oracle Fusion Cloud EPM, Pigment, Workday Adaptive Planning
Mistral SmallPlanful
Three alternativesCube, Drivetrain, Prophix
Anaplan, Workday Adaptive PlanningChanged
One alternativeLattice
against: Planful
no first choiceJedox, Small Improvementsno first choice
Three alternativesProphix, Vena, Workday Adaptive Planning
against: Workday Peakon Employee Voice
DeepSeek V4 FlashPlanful, Prophix
Five alternativesCube, Datarails, Drivetrain, Vena, Workday Adaptive Planning
PlanfulChanged
Three alternativesAbacum, Prophix, Vena
against: Anaplan, Workday Adaptive Planning
Oracle Fusion Cloud EPM
Nine alternativesAnaplan, Board, Drivetrain, Jedox, OneStream, Pigment, SAP Analytics Cloud, Vena, Workday Adaptive Planning
Vena
Four alternativesAdmin By Request, Cube, Jedox, Limelight
Workday Adaptive Planning
Four alternativesJedox, Pigment, Planful, Vena
against: Anaplan, OneStream, Oracle Fusion Cloud EPM
against: Anaplan, Oracle Fusion Cloud EPM, SAP Analytics Cloud, Workday Adaptive Planning
Llama 4 MaverickPlanful
Four alternativesDrivetrain, Prophix, Workday Adaptive Planning, deFacto Global
deFacto GlobalChanged
Four alternativesLattice, Mosaic, Vena, Workday Adaptive Planning
no first choiceno first choiceno first choiceagainst: Anaplan, Oracle Fusion Cloud EPM, Oracle Hyperion, SAP BPC
Qwen 3.7 FlashSonar
Four alternativesAnaplan, OneStream, Planful, Vena
VenaChanged
Two alternativesOneStream, Workday Adaptive Planning
no first choice
Eight alternativesAnaplan, OneStream, Oracle Fusion Cloud EPM, Pigment, Planful, SAP Analytics Cloud, Vena, Workday Adaptive Planning
Cube
Six alternativesAdmin By Request, Datarails, Heimdal Security, ManageEngine, Mosaic, Zoho Books / Zoho Analytics
against: Anaplan, CyberArk, Oracle Fusion Cloud EPM
no first choiceagainst: IBM Cognos, IBM Planning Analytics, Microsoft Dynamics 365 Advanced Financials, NetSuite Planning and Budgeting, Oracle Hyperion, SAP BPC, SAP S/4HANA Embedded Planning
Kimi K2Planful, Prophix
Four alternativesCube, Drivetrain, OneStream, Vena
VenaChanged
Three alternativesDatarails, Planful, Prophix
against: Anaplan, Workday Adaptive Planning
no first choiceCube
Three alternativesDatarails, Limelight, Prophix
against: Anaplan, Oracle Fusion Cloud EPM, Planful, Vena
no first choiceagainst: Anaplanagainst: Anaplan, IBM Planning Analytics, Jedox, OneStream, Oracle Fusion Cloud EPM, Oracle Hyperion, Prophix, SAP Analytics Cloud, Vena, Workday Adaptive Planning
GLM 4.7 FlashXProphix
Four alternativesDrivetrain, Limelight, Planful, Vena
against: Workday Adaptive Planning
deFacto GlobalChanged
Five alternativesMosaic, Planful, Prophix, Vena, Workday Adaptive Planning
Wrike
Five alternativesAsana, Jira, Microsoft Project, Monday.com, Smartsheet
against: OnePlan, monday AI Workspace
no first choiceno first choiceagainst: Anaplan, EPM Live, OneStream, Oracle Fusion Cloud EPM
MiniMax M2.5Pigment, Planful, Prophix
Three alternativesCube, Drivetrain, Workday Adaptive Planning
ProphixChanged
Three alternativesCube, Lattice, deFacto Global
against: Anaplan, OneStream
Pigment
Six alternativesAnaplan, Jedox, OneStream, Oracle Fusion Cloud EPM, Planful, Vena
Wave
Two alternativesJedox, Limelight
no first choiceagainst: Anaplan, EPM Live, Oracle Fusion Cloud EPM, Workday Adaptive Planning
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 19:19no05 s
Direct recommendationGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:12yes46 s
Direct recommendationGemini 3.5 Flashgemini-3.5-flash2026-09-17 20:06yes1925 s
Direct recommendationPerplexity Sonarsonar2026-09-17 18:03yes206 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 18:14yes3520 s
Direct recommendationMistral Smallmistral/mistral-small via mistral2026-09-17 19:40yes128 s
Direct recommendationDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:04yes1616 s
Direct recommendationLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:06yes53 s
Direct recommendationQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:29no033 s
Direct recommendationKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:10yes924 s
Direct recommendationGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:00yes1627 s
Direct recommendationMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:26yes1232 s
ParaphraseClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 21:00no04 s
ParaphraseGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:29yes35 s
ParaphraseGemini 3.5 Flashgemini-3.5-flash2026-09-17 19:07yes1825 s
ParaphrasePerplexity Sonarsonar2026-09-17 20:15yes205 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 20:27yes2514 s
ParaphraseMistral Smallmistral/mistral-small via mistral2026-09-17 19:55yes56 s
ParaphraseDeepSeek V4 Flashdeepseek/deepseek-v4-flash via deepinfra2026-09-17 19:07yes2150 s
ParaphraseLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:54yes53 s
ParaphraseQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:02no030 s
ParaphraseKimi K2moonshotai/kimi-k2 via novita2026-09-17 19:45yes1441 s
ParaphraseGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:10yes13111 s
ParaphraseMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 19:27yes1631 s
ComparativeClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 20:29yes97 s
ComparativeGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 19:33yes68 s
ComparativeGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:52yes2523 s
ComparativePerplexity Sonarsonar2026-09-17 18:01yes2010 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 19:28yes2920 s
ComparativeMistral Smallmistral/mistral-small via mistral2026-09-17 18:13yes88 s
ComparativeDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:54yes1820 s
ComparativeLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 18:34yes52 s
ComparativeQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:16yes1030 s
ComparativeKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:46yes1030 s
ComparativeGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 18:57yes13119 s
ComparativeMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:00yes1528 s
Budget constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:51yes1810 s
Budget constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 18:45yes36 s
Budget constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 18:15yes1723 s
Budget constrainedPerplexity Sonarsonar2026-09-17 19:40yes156 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 18:24yes2420 s
Budget constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 18:33yes1111 s
Budget constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:52yes2826 s
Budget constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 21:01yes53 s
Budget constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 19:21yes1356 s
Budget constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 18:13yes1850 s
Budget constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 19:22yes1039 s
Budget constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:04yes1537 s
Scale constrainedClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 19:19no08 s
Scale constrainedGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 21:03no09 s
Scale constrainedGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:20yes954 s
Scale constrainedPerplexity Sonarsonar2026-09-17 17:54yes189 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 19:59yes1311 s
Scale constrainedMistral Smallmistral/mistral-small via mistral2026-09-17 20:46no010 s
Scale constrainedDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 21:01yes2925 s
Scale constrainedLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 19:51yes53 s
Scale constrainedQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 18:26no030 s
Scale constrainedKimi K2moonshotai/kimi-k2 via novita2026-09-17 20:54yes841 s
Scale constrainedGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:12yes1384 s
Scale constrainedMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:43yes521 s
Negative framingClaude Haiku 4.5claude-haiku-4-5-202510012026-09-17 18:26yes2613 s
Negative framingGPT-5.4 minigpt-5.4-mini-2026-03-172026-09-17 20:47no03 s
Negative framingGemini 3.5 Flashgemini-3.5-flash2026-09-17 21:57yes1357 s
Negative framingPerplexity Sonarsonar2026-09-17 20:15yes2010 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 20:34yes4020 s
Negative framingMistral Smallmistral/mistral-small via mistral2026-09-17 19:54yes55 s
Negative framingDeepSeek V4 Flashdeepseek/deepseek-v4-flash via fireworks2026-09-17 20:49yes2234 s
Negative framingLlama 4 Maverickmeta/llama-4-maverick via bedrock2026-09-17 20:56yes53 s
Negative framingQwen 3.7 Flashalibaba/qwen3.7-flash via alibaba2026-09-17 21:07no029 s
Negative framingKimi K2moonshotai/kimi-k2 via novita2026-09-17 21:02yes2953 s
Negative framingGLM 4.7 FlashXzai/glm-4.7-flashx via zai2026-09-17 20:53yes2277 s
Negative framingMiniMax M2.5minimax/minimax-m2.5 via minimax2026-09-17 18:28yes2440 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
Adaptive Insights read as Workday Adaptive Planning
Adaptive Insights (by Workday) read as Workday Adaptive Planning
Axiom Software read as Axiom
BPC read as SAP BPC
Host Analytics read as Planful
NetSuite read as Oracle NetSuite
Oracle read as Oracle Fusion Cloud EPM
Oracle Cloud EPM read as Oracle Fusion Cloud EPM
Oracle Cloud EPM (Hyperion) read as Oracle Fusion Cloud EPM
Oracle EPM read as Oracle Fusion Cloud EPM
Oracle EPM (Hyperion) read as Oracle Fusion Cloud EPM
Oracle EPM Cloud read as Oracle Fusion Cloud EPM
Oracle EPM Enterprise read as Oracle Fusion Cloud EPM
Planview read as Planview Enterprise One
Prophix One read as Prophix
Prophix One™ read as Prophix
SAP BPC read as SAP BPC
SAP BPC (On-Premise) read as SAP BPC
Vena Solutions read as Vena
Wolters Kluwer (CCH Tagetik) read as CCH Tagetik
Workday Adaptive read as Workday Adaptive Planning
Unresolved, counted raw
Arcon
Heimdal
Heimdal Security
Infor d/EPM
Microsoft Dynamics 365 Advanced Financials (Planning)
Microsoft's EPM option
Oracle Cloud EPM Planning in its Standard subscription
Peoplebox
SAP S/4HANA Embedded Planning
Sonar
Workday Peakon Employee Voice
Xero Practice Manager
monday AI Workspace
Discontinued, still offered
No shut-down product was recommended here.
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