Finance Operations

Modernizing Finance Operations

SmartSuite centralizes budgets, spend, approvals, financial reporting, vendor workflows, and cross-functional coordination in one connected system. Empower Finance teams to operate with speed, accuracy, governance, and real-time visibility across the organization.

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Platform
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One Platform for Connected Finance Operations

SmartSuite centralizes approvals, spend management, financial reporting, procurement workflows, and cross-department collaboration — enabling better accuracy, faster decisions, and stronger financial governance.

Budgeting & Forecasting

Track budgets, scenarios, and performance.

Spend Approvals

Automate approval workflows and maintain visibility into spend.

Procurement

Standardize purchase requests, POs, and vendor processes.

Financial Dashboards

Gain insight into expenses, revenue trends, and operational metrics.

Business Operations

Finance Operations Products

Budget Planning & Management

Plan, allocate, and track budgets with real-time visibility into financial performance and spending.

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Expense & Reimbursement Management

Capture, approve, and reimburse expenses with automated workflows and real-time visibility.

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Explore all business operations products

Core Capabilities of the Finance Operations Suite

SmartSuite supports the full range of financial workflows — from spend management to forecasting.

Run finance operations with accuracy, control, and end-to-end visibility.

Centralize financial requests, approvals, budgets, contracts, and supporting documentation in one connected workspace. SmartSuite links finance workflows to owners, policies, and audit trails—providing real-time insight, reduced manual effort, and confident, compliant financial execution across the organization.

Budgeting & Forecasting

Plan, track, and update budgets and forecasts with structured workflows, approvals, and real-time variance visibility.

Spend & Approval Workflows

Route spend requests, approvals, and exceptions through automated workflows with clear ownership and audit trails.

Procurement & Purchase Orders

Create, route, approve, and track purchase orders with linked suppliers, budgets, and delivery milestones.

Financial Reporting & Dashboards

Monitor spend, forecasts, approvals, and trends through real-time dashboards for finance and leadership.

Vendor & Contract Management

Link financial activity to vendors, contracts, renewal terms, and obligations for full commercial visibility.

Expense Tracking & Reimbursement

Capture expense submissions, approvals, and documentation with standardized workflows and policy enforcement.

Invoice & Billing Workflow Management

Centralize invoice intake, review, coding, and approval to reduce delays and manual reconciliation.

Audit Trails & Financial Governance

Maintain complete histories of approvals, changes, and documentation to support audits and compliance requirements.

Streamline Budgeting & Spend Approvals

Replace email-based approvals with automated, auditable workflows.

Highlights:

  • Spend thresholds
  • Approval routing
  • Budget dashboards
Planned spend and commitments with planned expenses by business unit, amount, status and budget
Vendor portfolio overview with total active vendors, vendors pending review and vendors by industry

Centralize Procurement & Vendor Workflows

Manage purchase requests, POs, contracts, and suppliers in one system.

Highlights:

  • Procurement assignments
  • Vendor records
  • PO workflows

Improve Financial Visibility & Reporting

Track budgets, forecasts, accruals, and performance with real-time dashboards.

Highlights:

  • Live KPIs
  • Variance analysis
  • Forecast models
Budget requests dashboard with requests processed this year and amount processed
Finance and contracts dashboard with total contract value, annual vendor spend and contract value by vendor

Automate Financial Operations Across Teams

Reduce manual handoffs and improve compliance with automated processes.

Highlights:

  • Task automation
  • Recurring workflows
  • Document routing

Strengthen Governance & Accuracy

Ensure financial integrity with controlled access, audit logs, and linked data.

Highlights:

  • Role-based permissions
  • Audit trails
  • Version-controlled documentation
Contract compliance view with vendors by compliance status and potential risk contracts by level

Built For Modern Finance Operations Teams

SmartSuite brings enterprise-grade finance operations with consumer-grade usability. Choose the rollout path that fits your team today—and expand as approvals, reporting, and governance needs grow.

Start Small

Adopt a Single Capability

Begin with Spend Approvals, Budget Tracking, or Invoice Workflows—prove value fast and expand from there.

Scale Confidently

Roll Out a Full Category

Enable finance operations end-to-end—connecting requests, approvals, documentation, budgets, and reporting in one system.

Unify Everything

Deploy the Entire Finance Operations Suite

Standardize financial execution with audit-ready workflows, role-based dashboards, and automated controls—delivering real-time visibility, reduced manual effort, and confident governance across every financial process.

Explore Further

Dive into key topics in Finance Operations to discover how SmartSuite helps teams manage planning, approvals, and reporting with precision and control.

All articles
About SmartSuite
What's new
What is Finance Operations?
What is Financial Planning & Analysis (FP&A)?
What is Expense Management?
What is Budget Approval Workflow?
What is Revenue Recognition?
What is Financial Consolidation?
What is Audit Preparation?
What is Vendor Payment Management?

Frequently Asked Questions

Answers to common questions about how SmartSuite improves visibility, accuracy, and collaboration across Finance Operations.

How does SmartSuite help break down silos between Finance, HR, IT, and Operations?

SmartSuite centralizes workflows like budget approvals, spend reviews, procurement, and financial reporting — ensuring all teams work from the same data and eliminating email-based coordination.

‍

How does SmartSuite improve collaboration across Finance processes?

SmartSuite enables shared visibility into financial tasks, deadlines, comments, and approvals. Departments collaborate directly within shared records, reducing delays and miscommunications.

Is SmartSuite easy for Finance and non-Finance teams to adopt?

Yes — SmartSuite’s intuitive UI, consistent templates, and automated workflows make it easy for cross-functional stakeholders to participate in Finance workflows with minimal training.

How does SmartSuite reduce tool sprawl for Finance teams?

SmartSuite replaces fragmented spreadsheets, approval apps, shared drives, and point solutions with one centralized platform for financial workflows, reporting, and documentation.

How does SmartSuite improve visibility for Finance leadership?

Dashboards provide real-time insight into budgets, forecasts, spend, approvals, accruals, and financial risks — enabling more informed and timely decision-making.

See How SmartSuite Transforms Finance Operations

Experience how SmartSuite connects approvals, budgets, spend tracking, and financial reporting — giving Finance teams real-time visibility and streamlined workflows.

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The Connected Value of SmartSuite Finance Operations

Quantifiable improvements achieved when organizations centralize approvals, financial workflows, reporting, and cross-department collaboration in SmartSuite.

33%

Source: Gartner Finance Workflow Benchmark, 2023 — automated financial approvals reduced cycle times by 30–35%.

Faster Financial Approval Cycles

Automated workflows accelerate approvals for budgets, invoices, POs, contracts, and expense requests.

30%

Source: Forrester Financial Close & Reporting Study, 2023 — integrated financial workspaces reduced reconciliation time by 25–32%.

Reduction in Manual Reconciliation & Reporting Effort

Centralized financial data and automated rollups eliminate spreadsheet-driven reporting and manual consolidation.

28%

Source: McKinsey Cross-Functional Finance Alignment Report, 2022 — unified systems improved collaboration by ~25–30%.

Improved Cross-Functional Alignment with Finance

Shared visibility into budgets, spend, forecasts, and approvals improves coordination between Finance, HR, Procurement, and Operations.

35%

Source: Deloitte Internal Controls Survey, 2023 — centralized financial controls improved accuracy by 30–40%.

Higher Accuracy in Compliance & Audit Preparation

Centralized documentation, approval trails, and financial reviews reduce errors and improve audit readiness.

Key Benefits of the Finance Operations Solution Suite

Finance teams need structured workflows, transparent approvals, and accurate reporting to manage budgets, spend, and governance. SmartSuite centralizes financial operations in one platform—improving efficiency, reducing risk, and enabling better business decisions.

Financial Visibility, Forecasting & Control

Unified Financial Workspace

Centralize budgets, invoices, expenses, POs, and approvals in one connected system.

Real-Time Budget Tracking

Monitor planned versus actual spend, allocations, and variances through live dashboards.

Forecasting & Scenario Planning

Support dynamic forecasts, headcount planning, and scenario modeling with linked data.

Cross-Department Transparency

Give HR, Operations, Leadership, and Procurement shared visibility into financial activity.

Consolidated Financial Views

Aggregate data across teams and business units for executive-level insight.

Risk & Compliance Visibility

Track financial risks, controls, and audit findings for proactive oversight.

Workflow Efficiency & Process Automation

Automated Financial Approvals

Route expense, PO, budget, and contract approvals with automated workflows.

Invoice & Billing Management

Centralize invoice intake, review, coding, and approvals to reduce manual effort.

Structured FP&A Processes

Standardize planning cycles with templates and recurring workflows.

Audit Documentation Automation

Maintain audit-ready trails for approvals, changes, and supporting documents.

Integrated Budget & Headcount Planning

Connect financial planning with HR, operations, and project teams.

AI-Assisted Financial Summaries

Use AI Assist to generate reports, variance explanations, and narratives.

Governance, Accuracy & Organizational Confidence

Enterprise Financial Governance

Enforce consistent rules, approval paths, and documentation retention.

Improved Data Accuracy

Reduce errors and inconsistencies with a single financial source of truth.

Compliance Alignment

Support SOX, internal controls, procurement compliance, and audits centrally.

Scalable Multi-Entity Finance

Support consolidation and reporting across regions and legal entities.

Secure Financial Controls

Protect sensitive data with permissions, encryption, and SSO/2FA.

No-Code Adaptability

Allow finance teams to evolve workflows and dashboards without IT.

Strengthen Financial Visibility With Connected Workflows

SmartSuite eliminates spreadsheets, email-based approvals, and disconnected tools.
Automate processes, centralize financial data, and ensure accountability across Finance and Operations.

Talk to a finance expert

How the SmartSuite Platform Powers Finance Operations

SmartSuite connects financial workflows, documentation, tasks, and insights in one integrated platform.

No-Code Configuration

Design workflows for budgeting, approvals, procurement, and reporting without developer support.

Example:
A Finance Manager creates a new capital expenditure approval workflow with tiered thresholds based on department and spend category — without IT involvement.
Automation Engine

Automate approvals, financial tasks, reminders, escalations, and recurring entries.

Example:
When a purchase request exceeds a defined threshold, SmartSuite automatically routes it to the CFO and triggers escalation reminders if not approved within 48 hours.
AI Assist for Customer & Partner Management

Generate summaries, variance analysis, budget narratives, or month-end commentary instantly.

Example:
During month-end close, AI Assist drafts a variance explanation by comparing actuals to forecast and highlighting material deviations.
Linked Record Architecture

Connect budgets → requests → approvals → vendors → contracts → dashboards.

Example:
A budget line item links directly to related vendor contracts, approved spend requests, invoices, and renewal dates for complete financial traceability.
Dashboards & Analytics

Track expenses, revenue, variance, pipeline, and financial KPIs.

Example:
Finance leaders review a dashboard showing departmental spend vs. budget, forecast accuracy, outstanding approvals, and renewal commitments.
Permissions & Governance Controls

Protect sensitive financial data with granular access and audit trails.

Example:
Department managers can submit and track requests, while Finance retains control over approval rights — with all changes recorded in an audit log.
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Connect Finance, Operations & Leadership

SmartSuite unifies Finance, HR, IT, and Operations workflows — ensuring consistent communication and eliminating process gaps.

Powered by :
Linked Records
Permissions & Access Controls
Dashboards & Reporting
Real-Time Updates
Budget alignment dashboard comparing budget and actuals per business unit

Streamline Approvals & Procurement

Accelerate procurement and spending processes with automated routing, reminders, escalations, and documentation.

Powered by :
Automation
Approval Workflows
Document Designer
Notifications
Finance approvals view of contracts pending approval and contracts by department

Gain Real-Time Financial Insight

Dashboards offer visibility into cash flow, budgets, expenses, revenue trends, and variance — enabling faster strategic decisions.

Powered by :
Dashboards & Reporting
Real-Time Updates
Global Filters
KPI Scorecards
Finance manager overview with pending and approved requests, fiscal year spend and budget

AI Assist & Governance Strengthen Financial Accuracy

AI Assist helps Finance teams summarize data and draft reports while governance tools ensure complete accuracy and traceability.

Powered by :
AI Assist
Permissions & Access Controls
Activity History (Audit Trail)
Version History
AI field agent drafting a budget justification for each financial planning request

The SmartSuite Platform:
Powered by Eight Interconnected Frameworks

The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.

Data Architecture Framework

Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.

Workflow Orchestration Framework

Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.

Automation Framework

Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.

Artificial Intelligence Framework

Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.

SmartSuite
Platform
Designed for the way modern teams work  - fast, visual, and intuitive.
Secure Collaboration Framework

Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.

Enterprise Reporting Framework

Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.

Integrations Framework

Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks so data flows between systems.

Security & Governance Framework

Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.

Security and Governance, Built for Enterprise Scale

SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation.
Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action.
With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.

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Role-Based Access

Control visibility by user, role, or team.

Authentication

SSO, 2FA, and IP restrictions built-in.

Audit History

Track every change for 3+ years.

Compliance

SOC 2, GDPR, and enterprise governance ready.

Work Anytime, Anywhere, on Any Device

Stay connected and productive wherever you are.
SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.

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The Platform That Connects Budgets, Spend, and Approvals

SmartSuite consolidates procurement, spend approvals, financial visibility, and reporting into one integrated environment.

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Role-Based Capabilities for Customer & Partner Operations

SmartSuite empowers every customer-facing and partner-facing role — from executives to CSMs and Partner Managers — with connected workflows, real-time insights, and proactive lifecycle management. Each persona uses SmartSuite to strengthen relationships, improve retention, and accelerate revenue growth.

Executive Leadership

Chief Financial Officer

Chief Financial Officer

Oversees financial strategy, performance, and risk across the organization.

Explore the Chief Financial Officer role

  • Benefit statement

    SmartSuite gives CFOs unified financial visibility across budgets, spend, forecasts, and approvals — enabling faster, more confident decisions.

  • Benefit source

    Dashboards, analytics, linked workflows, and audit-ready reporting.

How they use the Finance Operations suite

Financial oversight

Reviews real-time views of budgets, spend, forecasts, and financial risks across the business.

Budget alignment

Ensures financial plans align with strategic initiatives, departmental needs, and operational priorities.

Reporting

Produces executive and board-level summaries with consistent, up-to-date financial data.

Finance & FP&A Roles

Director of Finance / FP&A Manager

Director of Finance / FP&A Manager

Manages budgets, forecasts, planning cycles, and organization-wide reporting

Explore the FP&A Manager role

  • Benefit statement

    SmartSuite centralizes financial data and improves forecasting accuracy through structured workflows and approvals.

  • Benefit source

    Dashboards, models, workflow automation, and approval routing.

How they use the Finance Operations suite

Budget planning

Builds and manages budgets across departments, projects, and cost centers with structured workflows.

Forecast updates

Runs monthly or quarterly reforecast cycles with approvals, assumptions, and version history.

Reporting

Delivers standardized financial reports and variance summaries to leadership.

Financial Analyst

Financial Analyst

Prepares reports, analyzes trends, and supports operational decision-making.

Explore the FP&A Manager role

  • Benefit statement

    SmartSuite consolidates data for faster analysis and clearer reporting with less manual reconciliation.

  • Benefit source

    Linked data, dashboards, analytics views, and AI Assist.

How they use the Finance Operations suite

Variance analysis

Compares planned vs. actuals to identify trends, risks, and anomalies.

Trend insights

Analyzes performance across time periods, departments, or initiatives.

Financial modeling

Supports forecasts, scenarios, and investment analysis with connected data.

Accounting, Close & Controls

Accountant / Staff Accountant

Accountant / Staff Accountant

Manages reconciliations, documentation, close tasks, and compliance processes.

Explore the Controller role

  • Benefit statement

    SmartSuite automates routine accounting workflows and centralizes documentation to improve accuracy and audit readiness.

  • Benefit source

    Document management, workflows, approvals, and audit trails.

How they use the Finance Operations suite

Reconciliations

Tracks and completes reconciliations with supporting documentation and approvals.

Documentation

Stores invoices, receipts, journals, and supporting records in one secure system.

Compliance

Maintains audit-ready records for internal controls, reviews, and reporting requirements.

Accounts Payable (AP) Manager

Accounts Payable (AP) Manager

Oversees invoice intake, approvals, payment processing, and vendor payment accuracy.

Explore the Controller role

  • Benefit statement

    SmSmartSuite streamlines AP workflows, reducing delays, errors, and manual follow-ups while maintaining audit-ready records.

  • Benefit source

    Invoice workflows, approval automation, document management, and audit trails.

How they use the Finance Operations suite

Invoice processing

Routes invoices for review, coding, and approval with clear ownership and deadlines.

Payment coordination

Tracks payment status, exceptions, and timing to ensure on-time vendor payments.

Audit readiness

Maintains complete histories of invoices, approvals, and supporting documentation.

Accounts Receivable (AR) Manager

Accounts Receivable (AR) Manager

Manages billing, collections, revenue tracking, and customer payment status.

Explore the Controller role

  • Benefit statement

    SmartSuite centralizes AR workflows, improving visibility into receivables and accelerating cash collection.

  • Benefit source

    Billing workflows, dashboards, customer records, and automated reminders.

How they use the Finance Operations suite

Billing oversight

Tracks invoice issuance, delivery, and payment status across customers.

Collections management

Monitors aging, flags overdue accounts, and triggers follow-up workflows.

Revenue visibility

Provides up-to-date AR metrics and trends for Finance leadership.

Controller

Controller

Owns accounting accuracy, internal controls, close processes, and financial compliance.

Explore the Controller role

  • Benefit statement

    SmartSuite supports Controllers with structured workflows, traceable approvals, and centralized documentation for confident governance.

  • Benefit source

    Approval workflows, audit trails, compliance dashboards, and document repositories.

How they use the Finance Operations suite

Close management

Coordinates month-end and quarter-end close tasks with clear ownership and status tracking.

Internal controls oversight

Ensures approvals, reconciliations, and documentation meet control requirements.

Audit coordination

Provides auditors with complete, organized financial records and activity history.

Treasury Manager

Treasury Manager

Manages cash flow, liquidity, banking relationships, and financial risk.

Explore the Controller role

  • Benefit statement

    SmartSuite gives Treasury teams visibility into cash-related workflows and financial commitments across the organization.

  • Benefit source

    Dashboards, linked financial records, approval workflows, and reporting tools.

How they use the Finance Operations suite

Cash flow monitoring

Tracks inflows, outflows, and upcoming obligations tied to operational and financial activity.

Liquidity planning

Supports short- and long-term cash forecasting with connected financial data.

Risk & exposure oversight

Monitors financial commitments, timing risks, and approval dependencies that impact liquidity.

Procurement & Operations Stakeholders

Procurement Manager

Procurement Manager

Handles sourcing, POs, vendor coordination, and contract reviews tied to spend governance.

Explore the Procurement Manager role

  • Benefit statement

    SmartSuite consolidates procurement workflows for better accuracy, compliance, and cross-team visibility.

  • Benefit source

    Approval workflows, linked vendor records, contract visibility, and dashboards.

How they use the Finance Operations suite

PO routing

Manages purchase requests, approvals, and thresholds through automated workflows.

Vendor coordination

Tracks vendor details, contracts, and communications in one connected workspace.

Contract visibility

Reviews contract status, obligations, and renewal timelines alongside financial data.

Chief Operating Officer

Chief Operating Officer

Manages operational budget impacts, approvals, and alignment between finance and execution teams.

Explore the Chief Operating Officer role

  • Benefit statement

    SmartSuite provides visibility into spend timing and operational financial metrics to support better decision-making.

  • Benefit source

    Real-time dashboards, request workflows, and linked operational records.

How they use the Finance Operations suite

Spend tracking

Monitors operational spend against budgets and forecasts.

Forecast alignment

Ensures operational plans align with approved financial assumptions and constraints.

Request approvals

Reviews and approves financial requests tied to operations, projects, or vendors.

Built for Every Customer & Partner-Facing Role

Whether you work in Customer Success, Partnerships, Implementation, Support, or Revenue Operations, SmartSuite provides the tools needed to deliver consistent, proactive relationship management.

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Flexible Pricing Designed for Every Organization

Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.

User-Based Pricing

provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.

Solution-Based Pricing

is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.

User-Based Pricing: Simplify Access Across Every Team

Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.

  • One per-user license for all SmartSuite solutions.
  • Ideal for organizations connecting workflows across departments.
  • Scalable across teams and business functions.
  • Available in Team, Pro, and Enterprise plan tiers.
Ideal For:
Small to mid-sized businesses or companies deploying SmartSuite across multiple teams who value simplicity and
unified access.
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Team
$15
seat / month billed annually
$20 billed monthly
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For teams that need a better way to manage workflows
  • SmartSuite AI
  • Min 3 Billable Users
  • Unlimited Solutions
  • 5,000 Records per Solution
  • 50GB of File Storage
  • 30 Days Recycle Bin
Professional
$32
seat / month billed annually
$36 billed monthly
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For teams and departments who need more advanced features to manage their workflows.
  • SmartSuite AI
  • Min 5 Billable Users
  • Unlimited Solutions
  • 100,000 Records per Solution
  • 100GB of File Storage
  • 45 Days Recycle Bin
Included Team Plan plus:
  • Folders
  • Gmail and Outlook Integrations
  • Advanced Permissions
Enterprise
Custom Pricing
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For organizations that need scalable workflows with advanced features, security, and support.
  • SmartSuite AI
  • Min 10 Billable Users
  • Unlimited Solutions
  • 400,000 Records per Solution
  • 500GB of File Storage
  • 60 Days Recycle Bin
Included Professional Plan plus:
  • SSO
  • SCIM User Provisioning
  • SCIM-Synced User Groups
  • Audit Logs
  • IP Address Restrictions
  • Data Loss Prevention (DPL)
  • European Data Residency
  • Premium Support

Solution-Based Pricing: Purpose-Built for Enterprise Scale

For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based Pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.

  • Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
  • Purpose-Built for Scale — Designed for enterprises managing thousands of users.
  • Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
  • Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
    and governance.
Example:
A global bank licenses SmartSuite’s GRC Solution Suite for 12,000 users across multiple regions, integrating risk, compliance, and audit functions on a secure, unified platform — all within a tailored license framework that meets regulatory and performance requirements.
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GRC Solution Suite
Audit Management
  • Audit Management
  • Issues Management
Operational Resilience
  • Operational Resilience
  • Business Impact Analysis (BIA)
  • Incident Management
  • Crisis Management
Risk Management
  • Enterprise Risk Management:
  • Third-Party Risk
  • Vendor Portal
  • Cyber Threat Management
  • RCSA (Risk & Control Self-Assessment):
  • Issues Management
  • Business Structure
  • Contract Management
Compliance Management
  • Policy Management
  • Regulatory Change Management
  • SOC 2 Compliance
  • CRI Profile Compliance
  • Control Framework & Regulatory Libraries
  • Compliance Assessments & Testing
  • ESG & Sustainability Management

Compare Our Pricing Models

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Pricing Basis
Plans
Ideal For
Scalability
Governance
Flexibility
User-Based Pricing
All SmartSuite Solutions
Per active user license
Team, Pro, Enterprise
Growing businesses, cross-team workflows
Add users instantly
Standard platform permissions
Unified platform access
Solution-Based Pricing (Enterprise)
Licensed Solutions Only
Per solution license
Enterprise-only, tailored
Large-scale or regulated enterprises
Add new solutions as needed
Enterprise-grade compliance and controls
Tailored by solution, region, or compliance scope

Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

What are the different SmartSuite plan types?

SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.

  • Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
  • Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
How does the Signature Plan differ from other plan types?

You can start by filling out the partner program registration form here.

Are there limits on automations, API calls, or usage?

By signing up to the Service Provider Partner Program you agree to our terms and conditions.

What onboarding, training, and support services are included?

There is no cost. However, there are additional eligibility requirements to join.

First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!

Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.

Can SmartSuite provide customized pricing for complex organizations?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

How can I get a customized quote for my organization?

You will be able to work leads through your sales process to a closed-won or closed-lost state.

Flexible Pricing for Customer & Partner Teams

Choose per-user or per-solution pricing to support onboarding, renewals, success planning, and partner ecosystem programs.

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Featured Resources

Explore through leadership, case studies, and insights from financial services leaders.

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Operational Excellence in Action
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Transforming Workflows with SmartSuite Automations
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Enterprise Organization — Finance Workflow Modernization
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Distributed Teams — Standardized Financial Operations
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Explore 300+ short, plain-language articles that explain SmartSuite features, concepts, and best practices in clear, simple language.
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Security at SmartSuite

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Access detailed information on SmartSuite’s security architecture, compliance certifications, data protections, and enterprise-grade governance practices.
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What’s New

See what shipped.

Every new feature, improvement and announcement, with the plans each one is available on.
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Latest updates
Mobile: Data Schema Widget
October 5, 2026
Managed Secrets
October 5, 2026
AI: Updated Supported Models
September 28, 2026

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About SmartSuite
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What is Finance Operations?
What is Financial Planning & Analysis (FP&A)?
What is Expense Management?
What is Budget Approval Workflow?
What is Revenue Recognition?
What is Financial Consolidation?
What is Audit Preparation?
What is Vendor Payment Management?

Getting Started with SmartSuite

Play Getting Started with SmartSuite, part 1: Navigation
Part 1: Navigation

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Play Getting Started with SmartSuite, part 2: Homepage
Part 2: Homepage

Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.

Play Getting Started with SmartSuite, part 3: Views
Part 3: Views

See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.

Play Getting Started with SmartSuite, part 4: Field Types
Part 4: Field Types

Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.

Play Getting Started with SmartSuite, part 5: Dashboards
Part 5: Dashboards

Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.

Play Getting Started with SmartSuite, part 6: Automations
Part 6: Automations

Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.

Play Getting Started with SmartSuite, part 7: Permissions
Part 7: Permissions

Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.

Play Getting Started with SmartSuite, part 8: SmartSuite AI
Part 8: SmartSuite AI

Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.

Play Getting Started with SmartSuite, part 9: Formula Field
Part 9: Formula Field

Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.

Play Getting Started with SmartSuite, part 10: Power Search
Part 10: Power Search

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Play Getting Started with SmartSuite, part 11: Notifications
Part 11: Notifications

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Play Getting Started with SmartSuite, part 12: Starred Items
Part 12: Starred Items

Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.

Resources to Strengthen Your Customer & Partner Ecosystem

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