Smartsheet for Finance Teams: Faster Reporting

Make financial reporting faster and more accurate.
  • SSFeatures exports grouped and summarized reports to PDF and Excel so you can share clean financial statements fast.
  • Auto-resort, easy imports, and column templates keep budgets and forecasts organized and up to date.
  • See column descriptions and get usage alerts to avoid broken sheets and costly reporting mistakes.

Are you tired of wasting hours in Smartsheet doing the same tedious steps? SSFeatures makes Smartsheet faster, smarter, and easier to use. It's a simple browser extension, packed with powerful tools that save you hours every week. Trusted by thousands of Smartsheet users with hundreds of five star reviews across Chrome, Edge, Safari, and Firefox. Save hours every week in Smartsheet! Try SSFeatures free today!
Use Cases
Regulated & Audit-Heavy Teams (IT Compliance, Security, Finance) - Export grouped and summarized reports to PDF/Excel with column descriptions, view source-sheet details for traceability, and set usage alerts to prevent outages during audits.
Customer-Facing & Ops Teams (Agencies, Marketing, Service) - Import contact or request lists from Excel/CSV, auto-sort queues as data changes, and reuse column templates so every project and handoff stays consistent and fast.
Technology & Product Organizations (PMs, DevOps, Analysts) - Keep backlogs prioritized with auto-resort and Sort-while-filtered, copy automation workflows across sheets, and export grouped release notes or velocity reports for stakeholders.
Frequently Asked Questions
Start with your most frequent tasks—reporting, imports, sorting, or governance. Then select the matching tools: grouped exports for stakeholder reports, import + templates for setup, auto-sort for live queues, and stats + alerts for compliance.
Yes. SSFeatures runs in your browser and works with your current sheets, reports, and permissions—no tenant-wide changes required.
Yes. SSFeatures operates entirely in your browser and interacts with Smartsheet’s application code. Your sheet and report data isn’t sent to SSFeatures servers, helping you maintain privacy and compliance.
SSFeatures has a 30-day free trial, so that you can try out all of the features of SSFeatures. You don't need a credit card. Just download the extension and start using SSFeatures, then your free trial will start automatically.
No, you do not need to provide credit card information or create an account. Simply download SSFeatures, start using Smartsheet, and then the free trial will begin.
Yes, SSFeatures is very safe. Here's why:

1. Your data stays private. SSFeatures runs inside your browser. It never sends your Smartsheet data to any outside server. Your info never leaves your computer.

2. Your settings are stored only in your browser. This means better privacy. If you uninstall the extension, you'll need to set it up again, but that's a fair trade to keep your info safe.

3. No API key needed. SSFeatures works with the page you're on, nothing more.

4. We're a Smartsheet Tech Partner. That means we work closely with Smartsheet to make sure our tools are safe and helpful.

5. You can check our code. SSFeatures is available on Chrome, Edge, Safari, and Firefox. All browser extensions must pass strict checks, and you can inspect our code yourself.

Learn more on our Security Page.
Thousands of Smartsheet users across many industries use SSFeatures every day.
Hear what users say
"We wouldn't love Smartsheet nearly as much without SSFeature's PDF Generator!! Our business depends on printed Smartsheet reports. SSFeatures has allowed us to successfully continue scaling on Smartsheets without printing workarounds. Our team members that rely on our reports are way happier ever since we started using the PDF Generator. It's great to see there are 3rd parties willing to fill critical gaps in Smartsheet."
Ari Diamond
President of Railing Excellence
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"SSFeatures has been a game-changer for our Smartsheet workflows! It’s super easy to use and adds powerful functionality that makes automation and reporting so much more efficient. The developer is incredibly responsive and provides top-notch customer support, making sure everything runs smoothly. It has saved us a ton of time and eliminated a lot of manual work. If you’re looking to get more out of Smartsheet, I highly recommend giving SSFeatures a try!"
Michelle Choate
Senior Manager of Operations at Impact Housing
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"Finally found a solution to handle some of the features I have been waiting on for a long time... So grateful to SSFeatures for the Auto-Sort function that has dramatically improved our experience with DataShuttle > Update Dropdowns feature so they are always alphabetized. Column finding/hiding is awesome! Keep up the great work - saving me hours!!!"
Joe Morrell
Independent Consultant at Morrell Consulting
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"I love that someone added features that Smartsheet seems to be unable or unwilling to add."
Ryan Ballew
Program Manager at Verizon
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"PHENOMINAL app! A no brainer purchase for any Smartsheet super-user. Auto-sorting a sheet, printing or exporting a grouped/summarized report, SEARCHING FOR COLUMNS BY NAME! All in one packaged app that's controlled within Smartsheet. Amazing. Highly, highly, highly recommend."
Kayla Sweeney
Smartsheet Solutions Consultant at Better Work Week
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"All the SS Features are great but for us the PDF Generator was a huge game changer, a large percentage of our work depends on printed reports and the support of PDF generation for smartsheet reports while keeping the grouping & summaries was a must have."
Leiby Hershkowitz
CEO of Superb Developers Inc
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