Post-Merger Integration AI-powered

Smartsheet MA

United States

Smartsheet is an enterprise work management and automation platform combining spreadsheet familiarity with database power and workflow automation, serving millions of users in 190+ countries with Intelligent Work Management capabilities including AI agents and smart automation.

Key features

  • Online sheets – Spreadsheet-like interface for tracking deals, tasks, owners and timelines.
  • Dashboards & reports – Roll-up views for leadership on integration progress and pipeline status.
  • Automations – Alerts, reminders and workflow rules triggered by sheet changes.
  • Collaboration – Shared sheets and comments for cross-company integration teams. 5.) AI features - Smart Assist: AI companion for workspace creation and project planning; Smart Flows: natural language-driven multi-step automation builder; Smart Columns: AI-powered columns for categorization and summarization; Smart Agents (Project Manager Agent): monitors progress and flags risks

AI capabilities

Smart Assist (AI companion), Smart Flows (natural language automation), Smart Columns (AI data classification and summarization), and Smart Agents (autonomous digital coworkers). Project Manager Smart Agent proactively monitors and flags project risks.

Integrations

Broad ecosystem including Jira, Salesforce, Microsoft 365 (Teams, SharePoint, OneDrive, Outlook, Power BI), Google Workspace, Tableau, Slack, Okta, and many other enterprise apps.

More information

Smartsheet is not M&A-specific, but is frequently adopted by integration teams to coordinate M&A workplans between acquirer and acquired companies, with online sheets used as the central integration task tracker.

What Makes Smartsheet MA Different

Key differentiators highlighted by the vendor.

  1. No-code workflow flexibility.
  2. Strong collaboration and automation.
  3. Enterprise-grade security and scale.

Key facts

Year founded
2005
Pricing
Subscription – per-user SaaS pricing (Pro, Business, Enterprise); enterprise plans for large M&A programmes.
Deal stage
Due Diligence / Integration
Target market
Corporate M&A · M&A Advisory · Private Equity · Venture Capital

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