Insighty + Smartsheet:
grid power, plus the financial layer
Smartsheet gives teams spreadsheet flexibility with project management structure. Insighty gives agencies the financial intelligence that spreadsheets were being used to provide — automated, in one place.
Smartsheet
Spreadsheet-powered project management
Insighty
Client management, contracts & financial ops
Smartsheet
Grid-based work management platform
A powerful work management platform that combines the familiarity of spreadsheets with project management capabilities. Smartsheet gives enterprise teams a flexible, grid-based system for tracking complex work across Gantt, card, and calendar views.
Best for
- Grid and spreadsheet-style project tracking
- Gantt charts and timeline management
- Workflow automation and approvals
- Enterprise reporting and dashboards
Insighty
Agency Intelligence Platform
The financial and operational intelligence layer agencies need alongside their PM tools. Connects clients, contracts, retainers, hosting, domains, invoices, and pipeline into one unified revenue view.
Best for
- Agency owners and operations managers
- Revenue planning and invoice tracking
- Retainer and contract management
- Financial forecasting and pipeline
Smartsheet is exceptional at grid-based work management
This is not a "switch away from Smartsheet" argument. Smartsheet is one of the most flexible and powerful work management platforms available. Enterprise teams rely on it for complex structured work.
Familiar grid-based interface
Familiar grid-based interface
Gantt charts and card views
Gantt charts and card views
Powerful workflow automation
Powerful workflow automation
Robust reporting and dashboards
Robust reporting and dashboards
Resource management and capacity planning
Resource management and capacity planning
Strong enterprise integrations
Strong enterprise integrations
The questions Smartsheet cannot answer for agency owners
Smartsheet can store almost any data. But without the agency financial model built in, the questions that matter most still require manual assembly.
"Which retainer clients have maintenance contracts renewing this month?"
Smartsheet can store this data in a sheet, but doesn't surface renewal alerts or automate billing cycles.
"What is the probability-weighted pipeline value for next quarter?"
Smartsheet has no native sales pipeline or revenue forecasting model.
"Are we recovering hosting and domain costs in our invoices?"
Infrastructure costs and their billing status aren't a built-in model in Smartsheet.
"Which clients are we over-serving relative to what they pay?"
Smartsheet tracks tasks and hours, but not the billing scope, contract ceiling, or profitability ratio per client.
What each tool handles
Different tools, different jobs. The overlap is minimal by design.
Capability
Smartsheet
Insighty
Grid & project management
✓
—
Gantt charts & timelines
✓
—
Workflow automation
✓
~
Time tracking
~
✓
Maintenance contract billing
—
✓
Revenue planning (multi-stream)
—
✓
"This Month" invoice view
—
✓
Hosting & domain renewal tracking
—
✓
Sales pipeline & probability forecast
—
✓
Client financial summary
~
✓
Invoice automation (recurring)
—
✓
Resource capacity & utilisation
~
✓
Keep Smartsheet for structured work. Add Insighty for financial intelligence.
Smartsheet is one of the most flexible work management platforms available. Insighty is not a grid tool — it is the revenue and operations intelligence layer that replaces the financial spreadsheets agencies build alongside Smartsheet.