This month, G2 added seven new categories to the taxonomy, and the through-line is about specificity. Software is splitting along the actual seams of how businesses operate: by industry, by asset class, by who's on the hook when something goes wrong.
AI Insurance Assistant Tools give carriers, brokers, and claims teams AI that's built around insurance's own data and language, not bolted onto a general-purpose model after the fact.
Bare Metal as a Service strips away the hypervisor layer entirely, handing infrastructure teams the raw, dedicated performance that AI training and inference workloads are starting to demand from virtualized cloud environments.
Chargeback Management pulls post-dispute recovery out from under the fraud-prevention umbrella. Real Estate Rental Tax Qualification turns REPS and short-term-rental material participation from a shoebox of receipts into an audit-ready system.
Check out what's new on G2 this month and why each new category was introduced.
1. AI Insurance Assistant Tools
About this category: AI insurance assistant tools use AI and natural language processing (NLP) to automate and augment insurance-specific workflows. These tools help insurers, brokers, MGAs, TPAs, claims teams, and underwriters streamline processes such as claims handling, underwriting, risk assessment, document processing, and policyholder servicing. They can analyze insurance data and documents, generate recommendations, automate repetitive tasks, and support faster decision-making across the insurance lifecycle.
Why it was introduced: “As AI becomes more deeply embedded in insurance operations, insurers are adopting purpose-built AI tools to automate complex, document-heavy workflows across claims, underwriting, and policyholder servicing. We introduced the AI Insurance Assistant Tools category to distinguish these insurance-specific solutions from general-purpose AI platforms and traditional insurance systems, while helping buyers identify tools designed to work with insurance data, terminology, and workflows.”
— Chitransha Joshi, G2 Associate Market Research Analyst for Vertical Industry Software
The top three products in this category, ranked by popularity at the time of launch, are:
2. Bare Metal as a Service
About this category: Bare Metal as a Service (BMaaS) gives organizations on-demand access to dedicated, single-tenant physical servers without the overhead of owning or maintaining the underlying hardware. Unlike traditional virtualized cloud infrastructure, bare metal skips the hypervisor layer entirely — delivering the raw performance, predictability, and isolation of a physical machine, provisioned and billed like a cloud service.
Why it was introduced: "As AI training, inference, and other latency- and resource-intensive workloads push virtualized environments to their limits, more infrastructure teams are turning to bare metal for the performance and isolation it provides. This category gives buyers a clear way to evaluate the growing number of providers now offering dedicated physical servers as an on-demand, API-driven service, rather than a traditional long-lead-time hardware purchase."
— Tian Lin, Senior Research Analyst, Market Research at G2
The top three products in this category, ranked by popularity at the time of launch, are:
3. Chargeback Management
About this category: Chargeback management software helps merchants monitor, contest, and prevent payment card chargebacks across the post-transaction dispute lifecycle. These products consolidate disputes from processors and card networks into a single workspace, map each case to its reason code and response deadline, and assemble the transaction, order, and fulfillment evidence needed to build a representment. Finance, risk, and e-commerce operations teams use these tools to recover revenue lost to invalid disputes, reduce manual response work, and keep chargeback ratios below card network monitoring thresholds.
Why it was introduced: “Merchants lose significant revenue to chargebacks they never contest because manually managing disputes can cost more than the transaction itself. Chargeback management software helps teams centralize disputes, automate evidence collection and representment, and recover revenue that might otherwise be written off.
Until now, G2 has not had a dedicated category for chargeback management software, so these products were typically listed under E-commerce Fraud Protection software. While both categories address online fraud and financial risk, their focus differs. Fraud Protection primarily helps prevent fraudulent transactions before or during a purchase, whereas Chargeback Management focuses on what happens after a transaction is disputed, from organizing evidence to managing representment and recovering lost revenue.
By introducing a dedicated Chargeback Management category, G2 is giving this fast-maturing market greater visibility and making it easier for buyers to discover purpose-built solutions for the post-transaction dispute lifecycle.”
– Subhransu Sahu, Sr. Market Research Analyst, ERP, and E-commerce
The top three products in this category, ranked by popularity at the time of launch, are:
4. Real Estate Rental Tax Qualification
About this category: Real estate rental tax qualification software helps real estate investors and rental property owners track, document, and substantiate their eligibility for favorable treatment under U.S. federal tax rules. These solutions centralize time tracking, property-specific activity logs, work categorization, and supporting documentation while monitoring progress toward Real Estate Professional Status (REPS) and short-term rental (STR) material participation requirements. Users can also generate audit-ready reports for tax preparation and Internal Revenue Service (IRS) compliance.|
Why it was introduced: “As real estate investors increasingly seek to apply complex tax rules accurately, maintaining detailed and credible records has become essential. Real estate rental tax qualification software replaces fragmented spreadsheets and manual logs with a centralized system for documenting participation throughout the year — helping property owners reduce administrative work, prepare more effectively for tax season, and substantiate their qualifications in the event of an IRS audit.”
— Chitransha Joshi, G2 Research Analyst for Vertical Industry
The top three products in this category, ranked by popularity at the time of launch, are:
5. Commercial Real Estate Property Management
About this category: Commercial real estate (CRE) property management software helps property managers, asset managers, and landlords operate office, retail, industrial, and mixed-use commercial portfolios. It covers lease administration, common area maintenance (CAM) reconciliation, tenant billing, vendor and maintenance management, and portfolio-level financial reporting.
Why it was introduced: “Commercial real estate carries a level of operational complexity that residential-focused software was never designed to handle, including multi-tenant lease structures, CAM reconciliation, operating expense escalations, and tenant improvement allowances. When Commercial Real Estate Property Management products lived inside the broader Property Management category, it was harder for CRE-focused buyers to find and compare vendors built specifically for that complexity.“
– Neya Kumaresan, Market Research Analyst, LegalTech and FinTech
The top three products in this category, ranked by popularity at the time of launch, are:
6. Residential Real Estate Property Management
About this category: Residential real estate property management software helps landlords, property managers, and management companies run single-family, multifamily, and residential community portfolios. It covers tenant and lease management, online rent collection, resident communication, self-service portals, maintenance and work order tracking, screening, and accounting, built for residential rental operations.
Why it was introduced: “Residential and commercial property management have always been part of the same G2 Property Management category, separated only by an attribute filter. In practice, they serve distinct markets. Residential Property Management centers on the landlord and resident experience, including leasing and rent payments, maintenance coordination, tenant turnover, and compliance with fair housing and local landlord-tenant law. Commercial real estate, by contrast, revolves around lease abstraction, common area maintenance (CAM) reconciliation, and multi-tenant lease complexity. We created Residential Real Estate Property Management as its own category so buyers have a dedicated place to evaluate vendors built for residential property management instead of sorting through products designed primarily for commercial portfolios.”
Neya Kumaresan, Market Research Analyst, LegalTech and FinTech
The top three products in this category, ranked by popularity at the time of launch, are:
7. Physical Key Management
About this category: Physical key management covers the software that manages the custody of physical keys across an organization. These products pair a locking key cabinet, locker, or kiosk with management software that authenticates a user before releasing a key, records every issue and return against a named person, and reports on which keys are out, with whom, and for how long. They sit alongside electronic access control rather than inside it: access control decides who may open a door, while key control decides who currently holds the key to it. The buyers are operations teams in settings where the key cannot be replaced by a credential, where a vehicle requires a physical fob to be driven, an evidence room, a controlled-substance cabinet, or a master key for a building.
Why it was introduced: Keyless entry has been the story in access control for a decade, and it has genuinely reshaped property and hospitality. What it has not done is remove physical keys from the places where the key is the mechanism. A dealership still needs a fob in a salesperson's hand to move a car off the lot. A police department still logs evidence room keys. A hospital still issues a key to a controlled-substance cabinet. Those organizations were running pegboards and paper sign-out sheets, and the failure mode is expensive and unauditable: a lost key means rekeying, and a missing key with no chain of custody means an audit finding. Buyers looking for software to fix that on G2 were landing in a category built around rental-property check-in, which answers a different question.
This category covers key custody, not access in general. A smart lock, a mobile key, or a PIN generated per reservation is a credential replacing a key, and those products belong in Property Access Management. Electronic Key Control is reserved for products whose primary purpose is holding physical keys and controlling who takes them: a locking cabinet or locker that releases individual slots, authentication before release, a time-stamped transaction record attributed to an identified user, and reporting on what is out and overdue. A facility or fleet platform with a key-log module does not qualify on the strength of that module.
Buying this involves an unusual pairing of operations and audit. The operations owner cares about throughput, how fast a technician or salesperson gets a key at shift change, and whether the cabinet holds enough. The compliance or security owner cares about defensibility, whether the log will stand up when a vehicle or a controlled item goes missing, and whether permissions can be proved after the fact. Multi-site operators add a third requirement: governing it all from one console rather than per depot. Those needs pull in different directions, and the products that win are the ones that satisfy the auditor without slowing the shift down.
– Sohan Pal, Market Research Analyst, AI, and IT Market
The top three products in this category, ranked by popularity at the time of launch, are:
There’s always something new on G2!
On average, G2’s Market Research team adds 5–10 new categories per month, so we encourage you to review our research agenda and utilize the all-new G2.ai to leave a voice review on the software you recommend!
Come back next month to see additional new categories on G2! And, check out the new categories that went live last month.
.png?width=32&height=32&name=Subtract%20(6).png){kind=small}
