S

Smartsheet

Builds work management software for teams

Overview

Company Historically Provides H-1B Sponsorship

Smartsheet builds cloud software for teams that plan projects, coordinate operations, and track work across an organization. Its spreadsheet-style workspaces combine task records with reports and dashboards, while teams switch between table, board, calendar, and project timeline views. Users collect information through forms, set rules for reminders and approvals, and connect their work to tools such as Microsoft Office, Google Workspace, and Slack without building a separate application. The company sells subscriptions with paid member seats and enterprise plans, plus optional products for more complex workflows. Smartsheet was founded in 2005 and is headquartered in Bellevue, Washington, United States.

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About Smartsheet

Simplify's Rating
Why Smartsheet is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Enterprise Software

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Bellevue, WA

Founded

2005

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What believers are saying

  • Enterprise selling has a broad foothold: Smartsheet says over 85% of Fortune 500 companies use its platform.
  • Japan expansion has traction: Smartsheet reported more than 400 Japanese customers in September 2026.
  • US retirement saving gets support: Smartsheet matches half of employee contributions up to 6% of eligible pay.

What critics are saying

  • Billing needs active oversight: Smartsheet provisional members become paid seats under administrator upgrade settings when existing seats run out.
  • Employee equity lacks exchange liquidity: Smartsheet is privately held, and its shares no longer trade on the NYSE.
  • View consistency is limited: September 2026's Pro card-view replacement, board view, remains unavailable in Smartsheet's mobile app.

What makes Smartsheet unique

  • Government work has a separate platform: Smartsheet.gov pairs FedRAMP authorization with defense department IL4 security requirements.
  • Repeat projects follow one blueprint: Smartsheet Control Center creates matching sheets, reports, and dashboards from shared templates.
  • Campaign work connects to finished assets: Smartsheet links approvals and planning to its Brandfolder content library.

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Funding

Total Funding

$305.6M

Above

Industry Average

Funded Over

10 Rounds

Notable Investors:
Buyout funding comparison data is currently unavailable. We're working to provide this information soon!
Buyout Funding Comparison Coming Soon

Benefits

  • Health and wellness benefits - From sick days to mental health services, we support you. We provide company-sponsored comprehensive healthcare coverage and well-being benefit programs so you can take care of your whole self.
  • Time away - We want you to find time for what matters to you. We offer a variety of programs so you can recharge and reconnect, including paid time off for company holidays, vacation, volunteering, military leave, and parental bonding.
  • An investment in your future - We help you plan for the dreams you're working toward. We offer every employee competitive pay, retirement contributions, stock awards, and an employee stock purchase program.
  • Perks and discounts - It's the details that make life easier. From discount programs and an allowance for work-related expenses, to medical concierge (U.S. only) and caregiver services, we help set you up for success both at work and outside of it.
  • An inclusive environment - We strive to foster a culture of belonging that is rooted in respect for all people. We believe that by celebrating diversity of voices and experiences, and by creating equitable opportunities for our team, customers, and communities, we enable people to do and be their best.
  • Continuous learning - We know that when you're growing, so are we. That's why we provide opportunities to develop on the job through internal mobility, virtual learning, and a variety of development programs.

Stock Price

Growth & Insights and Company News

6 month growth

-1%

1 year growth

-1%

2 year growth

0%
Yahoo Finance
Nov 10th, 2026
Smartsheet adds Send to Smartsheet, moving Claude Sheets trackers into team workflows

Smartsheet, the enterprise work management platform, has launched an integration with Claude Sheets, the spreadsheet artifact in Anthropic's Claude, now in beta. A new Send to Smartsheet feature moves a tracker or plan built in Claude into Smartsheet in a few clicks, without re-entering data. Once there, rows can have owners and due dates, and teams can add automations and dashboards. People without a Smartsheet account can take part through email update and approval requests. Work from Claude follows the same permissions and approvals as other Smartsheet content. Claude stays connected to the sheet and can add formulas or check progress. The feature is available at launch in the US, EU, and Australia through the Smartsheet connector for Claude.

HR Chief
Nov 9th, 2026
Smartsheet Chief Kelsi McDonald Harris on AI upskilling gaps.

Smartsheet Chief Kelsi McDonald Harris on AI upskilling gaps. November 09, 2026 Chief Business Officer at Smartsheet Kelsi McDonald Harris explains why organisations must integrate AI training into the standard corporate workday The rapid integration of AI across the corporate landscape presents a unique challenge for HR leaders. As businesses race to adopt advanced digital tools, the responsibility for learning these new systems often falls squarely on the shoulders of the workforce. Smartsheet Chief Business Officer Kelsi McDonald Harris warns that treating AI training as an after-hours extracurricular activity actively harms employee engagement and slows enterprise adoption. By pushing upskilling into personal time, organisations inadvertently create a culture of change fatigue. Kelsi argues that true business transformation requires leaders to embed learning directly into daily workflows, ensuring that teams have the protected time and strategic support necessary to master new technologies without sacrificing their wellbeing. Key facts: * Smartsheet Chief Business Officer Kelsi McDonald Harris oversees strategy and business operations alongside the people and culture organisation. * Research indicates that a vast majority of chief executives expect workers to take ownership of their own AI upskilling. * Offloading training into employees' personal time creates a hidden business cost that manifests as change fatigue and lower engagement. * Effective upskilling requires protected working hours and a clear focus on applying new technologies to recurring tasks and operational bottlenecks. * HR leaders should track practical application and workflow redesign rather than simply monitoring course completions and portal logins. A holistic operational perspective. Kelsi brings a unique perspective to the intersection of business strategy and human capital. As Chief Business Officer at enterprise work management platform Smartsheet, she leads strategy and business operations alongside the people and culture organisation. This dual mandate allows her to connect commercial objectives directly with how the business equips its people to achieve them. Before joining Smartsheet, Kelsi served as Chief People Officer at Accolade, guiding the workforce through cultural transformation, international expansion and the path to profitability. Her broad operational experience shapes how she views technological adoption. She insists that implementing AI is not merely a software rollout, but a fundamental business transformation. The real impact occurs when people change how work gets done, which requires time, trust and continuous skill-building. The hidden cost of offloading training. Recent industry data highlights a concerning trend in corporate upskilling. With a vast majority of chief executives expecting workers to take ownership of their own learning, AI education rapidly turns into an after-hours job. The desire to learn certainly exists; global platforms report massive spikes in generative technology course enrolments. However, squeezing this education into an already demanding workload creates a hidden business cost. Kelsi explains that while this cost does not appear as an explicit line item on a departmental budget, the impact becomes undeniable over time. It manifests as lower engagement and quiet pressure on employees who receive new responsibilities without the necessary time or support to execute them effectively. Left unaddressed, this burden wears people down and ultimately damages retention rates. "The hidden cost is that it doesn't show up as an explicit line item on an AI budget, but you feel the impact over time," says Kelsi McDonald Harris, Chief Business Officer at Smartsheet. "It manifests as change fatigue, lower engagement, and quiet pressure on employees who have been handed new responsibilities without the time or support to execute them well," adds Kelsi. She emphasises that sending a contradictory message about the importance of these skills undermines the entire initiative. If organisations genuinely believe that AI matters, learning must become a natural part of the job rather than an evening obligation. A realistic shared responsibility model. Moving away from marginal learning requires a clear division of responsibility between leadership, management and individual contributors. Executives must own the strategic vision and protect the hours required for skill-building. Handing an employee a new tool and expecting them to figure it out independently does not constitute a viable technology strategy. Instead, managers must translate the overarching vision into actual team workflows, while employees bring their curiosity to solve real-world problems. In practice, this means upskilling must happen during working hours and connect directly to recurring tasks. A generic training course establishes a baseline, but true learning occurs when a team applies the technology to a specific bottleneck that consumes valuable time. Because work rarely happens in isolation, looking at end-to-end workflows helps everyone understand how to move projects forward collectively. "People adopt new ways of working because they've seen a peer succeed with them, not because they were ordered to." Kelsi McDonald Harris, Chief Business Officer, Smartsheet Peer-to-peer adoption. To accelerate adoption, HR leaders must move past generic software tutorials and create regular opportunities for employees to share practical use cases. While tutorials teach people how a tool functions, colleagues show them what it can actually achieve in their daily routines. Kelsi advocates for opening up company-wide hackathons, a practice traditionally reserved for product and engineering teams. When employees from every function bring a real business problem to prototype a solution, the process surfaces creative ideas that central management would likely miss. "When an idea solves a challenge that other teams share, it scales organically across the organisation," says Kelsi. "People adopt new ways of working because they've seen a peer succeed with them, not because they were ordered to," adds Kelsi. Supporting middle management. Managers frequently find themselves caught in the middle of this technological transition. They face expectations to drive adoption while struggling to find time to learn the tools themselves. Executives can alleviate this pressure by challenging managers to think in end-to-end workflows rather than single-task experiments. The real opportunity lies in asking how an entire business process would function if built around the technology from the ground up. Leaders must provide managers with the psychological safety to rethink how work gets done, granting them permission to experiment and learn from mistakes. To ensure that upskilling initiatives actually drive long-term engagement, HR departments must rethink their tracking metrics. Monitoring course completions and portal logins simply measures attendance rather than impact. Instead, Kelsi recommends focusing on practical application, workflow redesign, organic virality and team-by-team engagement. The ultimate goal is not completing more training modules, but building a deeply engaged workforce capable of executing work that was previously impossible. Key business partners: Amazon: Headquartered in Seattle, Washington, technology and e-commerce multinational Amazon operates under the leadership of President and Chief Executive Officer Andy Jassy. Smartsheet utilises Amazon Web Services as its primary cloud infrastructure provider to securely store and process massive volumes of operational data. This critical technological partnership enables the work management platform to scale its complex services rapidly and maintain high availability for millions of corporate users worldwide. By leveraging advanced cloud computing capabilities, the business ensures highly responsive, secure and reliable data processing across all international markets. Microsoft: Headquartered in Redmond, Washington, technology giant Microsoft operates under the guidance of Chairman and Chief Executive Officer Satya Nadella. Smartsheet maintains a strategic alliance with Microsoft to integrate its advanced work management capabilities directly into the Microsoft 365 ecosystem. This crucial software partnership allows corporate clients to manage complex projects, track workflows and collect data directly within their daily communication channels such as Microsoft Teams. By embedding these operational tools into everyday digital workflows, the collaboration helps global enterprises foster a highly connected and productive corporate culture. Salesforce: Headquartered in San Francisco, California, cloud-based software enterprise Salesforce is led by Chair and Chief Executive Officer Marc Benioff. Smartsheet partners strategically with the customer relationship management giant to sync vital sales data directly into its work management platform. This essential technological collaboration allows revenue teams to automate handoffs between sales and operational departments seamlessly. By integrating deep project tracking protocols directly into the customer relationship ecosystem, the partnership significantly reduces manual administrative friction for enterprise users, enhancing overall workplace productivity across international markets. Executives. * Andy Jassy President and CEO * Kelsi McDonald Harris Chief Business Officer * Marc Benioff Chair & CEO * Satya Nadella Member Board Of Trustees Company Portals

Renascence
Nov 8th, 2026
Smartsheet vsActual: AI agents track company strategy and suggest fixes.

Smartsheet vsActual: AI agents track company strategy and suggest fixes. Smartsheet has launched vsActual, a standalone AI-native application in which agents monitor company-wide strategy, flag problems and recommend fixes. It pulls data from Oracle, Salesforce, SAP and Workday. What happened. Work management software vendor Smartsheet has launched vsActual, a standalone "AI-native" application that helps executives oversee company-wide strategies. Its AI agents monitor progress, flag problems and recommend fixes. Computerworld reports that the product was announced on Wednesday at Smartsheet's Engage event, and that it sits apart from Smartsheet's core work management software. vsActual pulls data from a range of business systems, including Oracle, Salesforce, SAP and Workday, as well as work management tools such as Smartsheet itself. Its agents can act on natural language prompts from users or run automatically in the background. The product includes several specialised agents. An intake agent works from existing material, such as presentation decks and spreadsheets, to build a "plan of record" covering goals, timelines, and budget and capacity limits. A planning agent handles capacity planning and scenario modelling, and can be invoked when a plan needs to change. A further drift agent is part of the set, though the available reporting does not give its full remit. Why it matters. The significance here is less about another dashboard and more about how strategy is maintained. Traditionally, a strategic plan is a document that is reviewed periodically and quickly falls out of step with reality. By turning existing decks and spreadsheets into a structured, machine-readable plan of record, and then keeping that plan under continuous watch, vsActual points towards strategy as a live operating system rather than an annual exercise. For leaders in digital transformation, the combination of cross-system data access and agents that can rerun scenarios when conditions shift could change how quickly organisations respond to resourcing pressures. The operating-model question becomes who owns the plan of record, how often it is challenged, and which decisions the agents are permitted to recommend versus execute. The renascence take. Most coverage will treat this as a question of whether AI can spot when a project drifts off course. The more interesting risk is what the system is anchored to. A plan of record built from existing decks inherits every unexamined assumption those decks contain, and monitoring agents will then measure progress against those assumptions rather than against current customer needs. The first plan becomes the reference point, and reference points are sticky: this is anchoring at organisational scale. An agent that flags deviations from a flawed baseline will simply make a flawed strategy run more efficiently. Customer-obsessed operators should make assumptions explicit before ingesting any legacy document, and schedule regular human challenges to the plan itself, not just to its progress. Treat the agent as a tool for testing strategy, not for defending it. This briefing was written by its Newsdesk, synthesising reporting from the outlets below. Follow the links for the original coverage. Questions Renascence get on this topic. vsActual is a standalone AI-native application from Smartsheet, announced at its Engage event, that helps executives oversee company-wide strategies. It sits apart from Smartsheet's core work management software. More in AI Stay ahead of CX Get the signal, not the noise. The stories shaping customer experience - plus the Journal and Experience Loom - in your inbox.

Earth-News.info
Nov 7th, 2026
Analytics and data science news for the week of November 6; updates from Databricks, Ocient, Smartsheet & more - Solutions Review.

Analytics and data science news for the week of November 6; updates from Databricks, Ocient, Smartsheet & more - Solutions Review. Welcome to this week's roundup of the latest developments in analytics and data science. For the week of November 6, industry leaders including Databricks, Ocient, and Smartsheet have announced significant updates and innovations enhancing data management, processing, and collaboration capabilities. In this edition of Solutions Review, Earth News bring you the key highlights and insights shaping the data science landscape, spotlighting advancements that promise to streamline workflows and drive smarter business decisions. Stay informed with the essential news powering the future of analytics. Analytics industry advances highlighted in latest updates from Databricks and Ocient. Databricks has unveiled several pivotal enhancements to its Lakehouse Platform, driving more efficient data processing and improving collaborative analytics workflows. Among the most notable is the integration of advanced AI-powered optimization techniques that reduce query time by up to 35%. The update also introduces enhanced support for real-time analytics, empowering data teams to deploy machine learning models faster and with increased accuracy. These strides underline Databricks' commitment to blending data engineering, data science, and business analytics into a seamless experience. Meanwhile, Ocient has made headlines with its latest breakthroughs in high-performance data warehouse solutions tailored for ultra-large datasets. Their new release boasts: * Scalable architecture designed for petabyte-scale analytics. * Improved SQL engine capabilities that accelerate complex query execution. * Advanced security features ensuring robust data governance and compliance. These innovations position Ocient as a formidable player in sectors demanding stringent performance and security, such as telecommunications and finance, where massive data volumes and rapid insight generation are critical. Smartsheet's new data collaboration features enhance workflow efficiency. Smartsheet has rolled out a suite of innovative data collaboration tools designed to streamline team workflows and boost productivity. The new features focus on enhancing real-time data sharing while maintaining robust security controls, empowering businesses to make faster, data-driven decisions. Key functionalities include dynamic data linking that ensures updates across sheets happen instantly, and collaborative data workspaces where teams can co-author and comment directly within datasets. Additionally, Smartsheet introduces improved integration capabilities with popular analytics platforms, enabling seamless data imports and exports that reduce manual data handling. These advancements offer users the ability to: * Automate data synchronization across multiple projects * Monitor workflow progress with customizable dashboards * Assign granular user permissions for enhanced data governance | Feature | Benefit | | Dynamic Data Linking | Instant updates across sheets | | Collaborative Workspaces | Real-time teamwork on data | | Enhanced Integration | Smooth data flow with analytics tools | Expert recommendations for leveraging emerging data science tools this week. Stay ahead by integrating the latest AI-powered features from Databricks into your analytics workflows. Their recent platform enhancements prioritize seamless collaboration between data engineers and analysts, simplifying the deployment of machine learning models at scale. Experts suggest focusing on the new AutoML capabilities combined with Delta Lake's real-time data ingestion, which significantly reduces latency in predictive analytics. Adoption of these tools enables companies to unlock actionable insights faster while maintaining data integrity. Meanwhile, cutting-edge advancements from Ocient and Smartsheet are reshaping data orchestration and project tracking. Ocient's scalable SQL engine now supports complex queries on massive datasets without compromising speed, a critical asset for enterprises grappling with big data challenges. Smartsheet's integration of AI-driven resource allocation tools allows teams to dynamically optimize workloads, boosting productivity and reducing bottlenecks. Below is a quick reference table summarizing these features for quick evaluation: | Tool | Key Feature | Recommended Use | | Databricks AutoML | Automated model building | Rapid prototyping in ML projects | | Ocient Scalable SQL | High-speed analytics on large data | Big data querying with minimal lag | | Smartsheet AI Tools | / | | Tool | Key Feature | Recommended Use | | Databricks AutoML | Automated model building | Rapid prototyping in ML projects | | Ocient Scalable SQL | High-speed analytics on large data | Big data querying with minimal lag | | Smartsheet AI Tools | AI-driven resource allocation | Dynamic workload optimization in teams | If you need any enhancements, styling improvements, or additional content for this section, feel free to ask! Key takeaways. As the data and analytics landscape continues to evolve at a rapid pace, staying informed about the latest developments is essential for professionals across industries. This week's updates from Databricks, Ocient, Smartsheet, and other key players highlight ongoing innovations aimed at enhancing data processing, analytics capabilities, and collaboration. Be sure to keep monitoring Solutions Review for the most current information and expert insights as these technologies advance and shape the future of data science.

IT Brief
Nov 5th, 2026
Smartsheet adds AI agents & controls to work platform.

Smartsheet adds AI agents & controls to work platform. Fri, 6th Nov 2026 (Today) Smartsheet has introduced new AI agents, integrations and security controls to its work management platform. The updates were unveiled at the company's annual ENGAGE customer conference. The additions include agent-based workflow tools for routine project tasks, new connections to business software platforms, and governance features designed to give IT teams more oversight of how AI uses company data. The product changes are intended to address what Smartsheet calls "execution drift" - the gap between planned work and actual delivery. As businesses add more AI tools, partners and systems, the company argued, they can lose visibility over ownership, delays and recent project changes. Among the main launches were Agentic Workflows, which let users turn plain-language requests into recurring automated tasks. These workflows can generate items such as weekly project summaries or checks on risks and dependencies using live project data and existing user permissions. Smartsheet also launched specialised AI agents for more targeted tasks. The Creation Agent builds project structures such as sheets, dashboards, reports and automations from a stated goal, while the Data Quality Agent reviews sheets and flags issues by severity, either on demand or on a schedule. Both tools are now available. Data links Smartsheet has added native integrations with ServiceNow, Microsoft Dynamics 365, HubSpot and Workday. These are designed to keep data synchronised between systems without manual updates. It also announced an Integration Agent in early access. Starting with GitHub, Zendesk, Airtable and Monday.com, the feature is intended to let customers bring in data from external tools through a natural-language request rather than a longer manual integration project. Smartsheet said it already connects 277 billion rows of work data each month across its platform. The security and governance updates focused on oversight of AI activity and data handling. Smartsheet said it had obtained ISO/IEC 42001 certification for responsible AI management and completed an IRAP assessment against the Australian government's security manual. It also launched Security Event Streaming, which sends audit events to monitoring tools including Splunk and Microsoft Sentinel in near real time. Another new feature, Data Classification, allows administrators to set sensitivity labels such as General, Confidential or protected health information, with reporting and audit trails for any changes. Smartsheet cited IBM research showing that 68% of breached organisations lacked AI governance to manage AI or detect unauthorised use. Pratima Arora, Chief Product and Technology Officer at Smartsheet, said the company sees a persistent gap between AI adoption and the controls needed around it. "Most organizations have AI in one place, their data in another and governance as an afterthought. Teams still spend hours on status reports and follow-ups, and IT struggles to see what AI is doing with company data," said Pratima Arora, Chief Product and Technology Officer at Smartsheet. "Today we're putting AI agents on that routine work, connecting data across the tools teams already use, and adding the security and governance controls that keep every AI action inside the rules you set," Arora said. Planning product Alongside the platform updates, Smartsheet also introduced vsActual, an AI-native planning and execution product. The tool is designed to show leaders whether work is tracking against priorities and identify delivery gaps before they become harder to address. The launch builds on a broader push by Smartsheet to position its software between spreadsheets and more rigid project management systems. The company said teams use its platform to plan programmes, track work across departments, automate routine processes and monitor progress. Wayne Kurtzman, Research Vice President at IDC, said organisations are increasingly focused on whether AI systems remain aligned with business plans, rather than on productivity gains alone. "Enterprises are discovering that the hard part of AI is not productivity gains; it is keeping work aligned with their plans," said Wayne Kurtzman, Research Vice President at IDC. "As agents, systems, integrations and partners multiply, teams need AI to draw on real data, content and context across the tools they already use, under the governance they've already set. Smartsheet is addressing this challenge directly, helping organizations move AI from experimentation to dependable, strategic work," Kurtzman said.

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