--- title: TeamMate Reviews meta_title: 'TeamMate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 597 reviews by the users' company size, role or industry to find out how TeamMate works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 597 scale: '5' date_modified: '2026-07-30' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # TeamMate Reviews **Vendor:** Wolters Kluwer **Category:** [Audit Management Software](https://www.g2.com/categories/audit-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 597 ## About TeamMate In today’s complex risk landscape, organizations need more than isolated oversight, they need connected assurance. TeamMate delivers a unified approach by bringing audit, controls, risk, and compliance together into one integrated ecosystem, enabling teams to collaborate seamlessly while maintaining clear ownership and accountability. The TeamMate suite, TeamMate Audit, TeamMate Controls, and TeamMate Risk & Compliance, connects data, workflows, and insights across the Three Lines to provide a consistent, real-time view of organizational risk. This integration reduces silos, improves alignment, and supports more informed decision-making. - TeamMate Audit is purpose-built for internal audit, supporting the full audit lifecycle with guided workflows, embedded analytics, and AI-driven capabilities that improve quality, consistency, and productivity. - TeamMate Controls strengthens internal controls management with centralized documentation, standardized testing, and real-time visibility, empowering first- and second-line teams to improve control performance and streamline reporting. - TeamMate Risk & Compliance (formerly StandardFusion) unifies governance, risk, and compliance activities in a single platform, delivering a complete view of risk, automated workflows, and audit-ready evidence to improve efficiency and ensure transparency. Together, TeamMate’s purpose-built audit and GRC solutions provide the visibility, accountability, and consistency organizations need to build resilience, strengthen assurance, and move forward with confidence. ## TeamMate Pros & Cons **What users like:** - Users appreciate the **ease of use** of TeamMate, finding it organized and intuitive for better navigation. (76 reviews) - Users value the **audit efficiency** of TeamMate+, noting significant improvements and streamlined processes in their auditing tasks. (34 reviews) - Users appreciate the **efficiency** of TeamMate, enabling better organization and quick onboarding without dedicated administration. (24 reviews) - Users praise TeamMate+ for its **intuitive and user-friendly interface** , enhancing efficiency and organization in audit documentation. (24 reviews) - Users value the **navigation ease** of TeamMate, appreciating the organized layout and smooth project transition. (15 reviews) - Users value the **customizability** of TeamMate, appreciating tailored solutions and responsive support for enhanced organization. (14 reviews) - Users appreciate the **ease of use and intuitive design** of TeamMate, enhancing compliance management efficiency and adoption. (13 reviews) - Features (13 reviews) - Users value the **effective collaboration** features of TeamMate+, enhancing teamwork and communication throughout the audit process. (12 reviews) - Compliance (12 reviews) **What users dislike:** - Users find **limited customization** options in TeamMate, hindering data tracking and integration with their workflows. (16 reviews) - Users find TeamMate's interface **not intuitive** , resulting in a challenging experience that requires extensive training. (14 reviews) - Users struggle with **inadequate reporting** , facing challenges in generating tailored reports and desired formats efficiently. (11 reviews) - Users find the **difficulty for new users** in TeamMate+ challenging, particularly with making changes and collaborating. (10 reviews) - Users experience challenges with **document management** , including inconsistent saving and lack of concurrent review options in TeamMate. (9 reviews) - Users often face **slow loading times** with TeamMate+, impacting efficiency when navigating and opening larger files. (9 reviews) - Users report **frequent bugs** in TeamMate, causing frustration with slowness and work loss during updates. (8 reviews) - Improvement Needed (8 reviews) - Users note the **missing features** in TeamMate, particularly in performance, search, and reporting customization options. (8 reviews) - UX Improvement (8 reviews) ## TeamMate Reviews ### 1. Standards-Compliant Audits from Planning to Follow-Ups **Rating:** 5.0/5.0 stars **Reviewed by:** Moses Z. | Internal Audit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** The fact that I am able to do my audit work in compliance with the standards. Teammate has it all figured out from planning, field, reporting and all the way to follow up. All I have to do is follow the steps as my work progresses. **What do you dislike about TeamMate?** Creating work programs in the system can be challenging. You have to do it a number of times to be master all the steps. **What problems is TeamMate solving and how is that benefiting you?** Having all my audit work documented and kept in one place. ### 2. Helpful dashboards, but mixed feelings on reporting and UI **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** The dashboard tool is helpful to visualize status of projects, findings, etc. The interface within audits is helpful to monitor detailed status. **What do you dislike about TeamMate?** The reporting is limited in what fields you can bring into it. At times, I find myself extracting data and moving it to Excel to create more usable reporting and metrics. The user interface from the most recent update is less user friendly, I would prefer the older format. The license fees are probably comparable to competitors, but I am not sure I believe it provides equivalent ROI. **What problems is TeamMate solving and how is that benefiting you?** I work in a globally dispersed department, so it provides a single source of truth for status of projects and tracking of audit findings across our teams. ### 3. Reliable, Feature-Rich, and Customizable for Our Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** It has been generally reliable. It has most of the features we need and are able to customize enough to meet our needs. It is easy to access and use for the most part. **What do you dislike about TeamMate?** There are certain things that are not customizable that would help make things easier for us. They got rid of a prepared/reviewed tracker that we appreciated. THe user interface changed a couple years ago and I liked the old one, although im getting used to the new one and can appreciate the benefits. **What problems is TeamMate solving and how is that benefiting you?** It is our system of record for audit workpapers. I dont have a lot of experience with other solutions, but this certainly beats our prior manual method. ### 4. TeamMate Makes Audit Management and Collaboration Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Tinh L. | Senior Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about TeamMate?** TeamMate is easy to use for managing audits, tracking workpapers, and keeping documentation organized in one place. It helps standardize the audit process, improves visibility into progress, and makes collaboration across the team more efficient. The reporting and workflow features are especially helpful for keeping engagements on track. **What do you dislike about TeamMate?** Certain workflows can take too many clicks. Reporting customization could also be more flexible. **What problems is TeamMate solving and how is that benefiting you?** TeamMate helps solve the challenge of managing audit work in a consistent, organized, and traceable way. It centralizes workpapers, review notes, findings, and reporting in one system, which reduces manual tracking and version-control issues. This benefits us by improving efficiency, strengthening audit documentation, increasing transparency over engagement status, and making collaboration and review much easier across the team. **Official Response from Rebecca Franchi:** > Thank you, Tinh, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 5. Intuitive Excel-Based Audit Automation That Strengthens Coverage and Saves Time **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** TeamMate Analytics has been one of the most valuable tools in our audit toolkit. Its Excel-based interface is intuitive and easy to pick up, and the extensive library of audit tests helps automate routine analysis while quickly uncovering risks that might otherwise be missed. It saves a considerable amount of time during planning and testing, strengthens audit coverage, and delivers reliable, repeatable results. Being able to analyse large volumes of data efficiently has improved both the effectiveness and overall quality of our audits. **What do you dislike about TeamMate?** The primary areas for improvement are the user interface and performance when working with large datasets. Some advanced functions require significant training to use effectively, and the reporting and visualisation capabilities are less modern compared to other analytics platforms. Improved usability, faster processing, and enhanced dashboard features would make the tool even more effective for auditors. **What problems is TeamMate solving and how is that benefiting you?** TeamMate Analytics helps automate repetitive audit testing and data validation activities that would otherwise require extensive manual effort. It enables us to analyse complete datasets, identify anomalies and control exceptions quickly, and perform consistent testing across audits. This has significantly reduced the time spent on data preparation and analysis, improved audit coverage, increased confidence in audit results, and allowed auditors to focus on higher-value activities such as risk assessment and root-cause analysis. ### 6. Highly Customizable TeamMate+ That Grows With Your IA Process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** Ability to customize and modify the software to align with the department processes and terms. Generally, it's the ability to turn on and off features of the product to build simplicity and alignment on IA processes. For example, simplifying the data entry windows and turning off fields is very important. For the fields that are kept, the ability to rename is great. While TeamMate is very robust and complex, for a smaller team, all the features is overwhelming and just not relevant. Over time, I would pick and choose new features to enable to mature our organizations use of the product on an annual basis. **What do you dislike about TeamMate?** One area that should be improved is the automated email functionality (notifications). The existing engine is very basic and we've had to do many work arounds to leverage the functionality. I've had many issues when the email template was corrupted, and the auto reminders for open issues did not go out. I'd like to set non-standard timeliness for issuing emails instead of "30 days before quarter close" as it is setup. Likewise, the format of the email is so basic, I have to make extra efforts to management to prep them that the TeamMate reminder email is not SPAM. The email font, spacing, and overall look options is outdated. **What problems is TeamMate solving and how is that benefiting you?** I enjoy that TeamMate continues to improve their product by introducing new features and capabilities. The most benefit is the ability to extract the Audit Management Action Plan data for use with outside reporting software. ### 7. Efficient Audit Management with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about TeamMate?** I like the ability to search for workpaper files and objects via keyword search. I also like the ability to quickly change views by switching from Project to Workpaper Status Management. This allows me to quickly see the status of each workpaper file and whether they are signed off on as completed and reviewed. I also like the ability to sort on Workpaper State, which allows me to quickly see what workpapers are and are not in a 'Reviewed - Accepted' state. **What do you dislike about TeamMate?** It can take a while (at least 30 seconds) just to open each file within TeamMate+. I've also noted that the TeamMate+ Excel Add-In we currently use causes Excel to take 5-10 more seconds to open than without the Add-In enabled. **What problems is TeamMate solving and how is that benefiting you?** My department uses TeamMate+ to store and manage audit workpapers and facilitate the audit process, including planning and completion. It helps with workpaper retention for continuous monitoring and annual risk assessment, and also supports audit staff time reporting and project scheduling. **Official Response from Rebecca Franchi:** > Thank you, Deven, for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 8. Centralized Audit Management with Minor Hiccups **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about TeamMate?** I like that TeamMate+ eliminates the need for manual tracking of audit activities and reduces the complexity of managing multiple versions of working papers. It enhances collaboration among my audit team and ensures that all audit evidence is stored securely and in an organized manner. I also appreciate that it provides a single, centralized platform for managing the entire audit process, making it valuable because all audit-related information is stored in one secure location, which eliminates the need to work with multiple spreadsheets and shared folders. **What do you dislike about TeamMate?** At times the system is slower than expected especially when uploading large supporting documents. Also progress/changes are not always saved even when you press the save button. You need to press it more than a few times before it gets saved. Bit of challenging but came alright. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ as a central repository for audits, eliminating manual tracking, version issues, and improving team collaboration with secure storage. **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 9. Easy to Use and Well Structured, but Configuration Feels Too Rigid; Lacks AI tools **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Events Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about TeamMate?** Overall, it’s well structured and easy to use. **What do you dislike about TeamMate?** The system configuration lacks flexibility; it feels too rigid and doesn’t leave much room for adjustment. The system also lacks AI capabilities. Integrations come at an additional cost, and performance is okay overall. Support and the onboarding process are well managed. **What problems is TeamMate solving and how is that benefiting you?** The flexibility of the configuration options is improving, but only up to a certain point. At the moment, we use the system mainly as a repository for working papers, and we also rely on it for our follow-up audits. For follow ups it is very useful as it gives real time access for the business units to know exactly where they stand. **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed. ### 10. Centralized Findings and Action Plans With Automated Follow-Ups **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about TeamMate?** Teammate serves as a central repository for findings and recommendations. It makes it easy to assign action plans to business contacts and automates follow-up on the agreed actions, ensuring they are tracked against their deadlines. **What do you dislike about TeamMate?** I disliked TMA, it's very basic Analytics, it's not user-friendly. I also dislike the Risk Assessment capability, since it does not provide the user the ability to automatically update their risk scoring. **What problems is TeamMate solving and how is that benefiting you?** It solves accountability issues: no business contact can deny that they're not aware that they are assigned to perform an action plan, and since TM+ sends automated reminders, it simplifies the follow-up process and gets us closer to continuous auditing. ### 11. Comprehensive Auditing Made Effortless with TeamMate+ **Rating:** 5.0/5.0 stars **Reviewed by:** Charlene C. | Technical Audit Senior Supervisor, Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about TeamMate?** I really appreciate TeamMate+ for organizing our assigned engagements effectively. The ability for me as a supervisor to easily check each auditor's assignments is invaluable. I also like the dashboard that provides a comprehensive overview of my projects and lets me know if a sign-off is necessary. The dashboard's capability to show the status of our work plan, such as how many of my 12 audit engagements are ongoing or haven't started, helps me prioritize and decide which projects require follow-up with my team. It's also convenient that, unlike the old TM, with TeamMate+ I can access a complete view from assessment to monitoring with just a password. **What do you dislike about TeamMate?** I find the time tracking to be of limited value since we do not bill clients for the hours spent, unlike external audit. We have a Power BI, but it is not linked or connected with TeamMate+. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ to organize our assigned engagements, simplify tracking of auditor assignments, and manage audits through a comprehensive dashboard for better project prioritization and follow-up. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Charlene. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.  ### 12. TeamMate’s Easy-to-Navigate Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about TeamMate?** I like the user interface and how easy it is to navigate. **What do you dislike about TeamMate?** One challenge with TeamMate is that some workflows can feel less intuitive than expected, particularly for new or occasional users. Certain tasks may take more steps than necessary, which can impact efficiency. There are also times when navigation and reporting features could be more streamlined to make information easier to access and analyze. Overall, while it is a useful tool, there is room to improve the user experience and simplify key processes. **What problems is TeamMate solving and how is that benefiting you?** TeamMate helps centralize audit-related work, including planning, documentation, review, and tracking, in one platform. This improves consistency, makes it easier to monitor progress and outstanding items, and supports better collaboration across the team. For me, the main benefit is having a structured system that helps keep work organized, improves visibility into audit status, and supports more efficient follow-up and reporting. ### 13. Streamlined Audit Management with Configurable Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse F. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2026 **What do you like best about TeamMate?** I use TeamMate+ to maintain a centralized repository for audit work papers and evidence. I like the configurable audit template that promotes consistency across engagements. The scalable platform supports growing audits, and the initial setup was smooth. **What do you dislike about TeamMate?** I think TeamMate+ could improve by expanding its out-of-the-box integration with ERP and cloud business applications. That's really the only area that feels like it could be a bit better. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ to maintain a centralized repository for audit work papers, prevent missed audit deadlines with automated task tracking, and ensure consistency with configurable audit templates. It supports growing audits with a scalable platform. ### 14. TeamMate’s Issue Tracking Makes Follow-Ups Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about TeamMate?** In my opinion, TeamMate’s strongest feature is its issue tracking and follow-up functionality, which makes it easier to stay on top of items and ensure they’re properly addressed. **What do you dislike about TeamMate?** The workstep statuses are useful, but an automatic email notification when documents are ready for review would make it easier for reviewers to respond promptly and help reduce delays. **What problems is TeamMate solving and how is that benefiting you?** I find the monitoring of action plans, even for engagements that were archived years ago, to be very helpful. The system is user-friendly and makes it easy to drill down into the history and supporting documentation related to audit observations and their corresponding action plans. ### 15. Intuitive Hierarchical Layout Makes Audits Easy to Navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Khánh Du N. | Internal Audit Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2026 **What do you like best about TeamMate?** What impresses me most about TeamMate is its intuitive, hierarchical layout. The platform organizes audit components into clear, logical modules, making it easy to navigate and move between sections without friction. **What do you dislike about TeamMate?** One area where TeamMate could improve is its notification system, which currently feels a bit too inconspicuous. The alerts tend to blend into the background, so it’s easy to miss urgent updates or overlook pending approvals that need attention. **What problems is TeamMate solving and how is that benefiting you?** Before TeamMate, we struggled with fragmented data silos and manual version control across disconnected spreadsheets. Now, we can collaborate in a unified digital ecosystem where all workpapers are linked in real time. This has significantly shortened our audit lifecycle and eliminated redundant administrative tasks. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Khánh. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.  ### 16. Efficient for Audits, Needs Better Data Tracking **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about TeamMate?** I appreciate how TeamMate+ serves as a repository for all our work papers, providing us with one consolidated platform for workflow, risk assessment, and allowing stakeholders, including our regulators, to review work papers as necessary. While setting up TeamMate+ was not overly difficult, having strong in-house technology support is important in ensuring the implementation of TeamMate+ goes smoothly. **What do you dislike about TeamMate?** There are certain limitations with its ability to report on data within the tool and challenges in scheduling resources and managing overall capacity planning. There's a limited number of data points and limited UI configurability, which means we can't track everything we want to track in the tool, and we can't configure where we track data exactly where we want it. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ consolidates our audit work papers and risk assessment processes. It serves as a central repository, simplifying workflow management and enabling stakeholders, including regulators, to review documents easily. **Official Response from Rebecca Franchi:** > Thank you for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 17. Highly Effective for Audit Management, With Room for UI Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Muhammad Rashid Mahmood - C. | Manager Internal Audit / IT Audit, Mid-Market (51-1000 emp.) **Reviewed Date:** April 09, 2026 **What do you like best about TeamMate?** I find TeamMate+ to be a highly effective and structured audit management tool. It significantly enhances the efficiency, consistency, and quality of our order processes. The planning and execution phases are particularly well-supported by its features. I appreciate the well-organized framework it provides, which helps auditors define scope, objectives, and conduct risk assessments systematically. The risk-based approach embedded in the system aligns our audit efforts with high-risk areas, improving audit effectiveness. The working papers functionality stands out by allowing auditors to document procedures, attach evidence, and maintain proper audit trails in a very structured way. Also, I found the initial setup to be very easy and straightforward. **What do you dislike about TeamMate?** A more user-friendly design would reduce the learning curve. Also, system performance can occasionally be slow when dealing with large databases or extensive documentation. Another area for improvement would be integration capabilities. While TeamMate+ is strong as a standalone system, better integration with other enterprise systems such as ERP or data analytics tools would further enhance its value. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ for audit management, which significantly enhances the efficiency, consistency, and quality of audit processes. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Muhammad. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement. ### 18. Structured, Consistent Audits with Strong Workflow Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Richard H. | Senior Internal Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** Ya know, the thing I like most about TeamMate is the structure and consistency it brings to the audit process. I like how it keeps everything organized and creates a clear link between risk, testing, and conclusions, which makes the work more efficient and easier to stand behind. I've enjoyed the integration experience. TeamMate works well within the audit workflow, and while we’re still exploring deeper integrations, it aligns well with the tools, systems, and other data sources we rely on. There’s definitely opportunity to expand integration capabilities, but overall it supports a more connected and efficient audit process. **What do you dislike about TeamMate?** One of the challenges I have with TeamMate is that it can feel a bit rigid and not always as intuitive as you’d like, especially when you’re trying to move quickly. There’s a bit of a learning curve, and some workflows take more steps than expected. That said, once you get comfortable with it, the structure it provides is valuable—it just takes some time to get there. **What problems is TeamMate solving and how is that benefiting you?** TeamMate addresses the need for consistency, visibility, and coordination throughout the audit process. It adds structure from planning through reporting, and it makes managing work across multiple auditors much easier—everyone can clearly see what’s been assigned, what’s in progress, and what’s been completed. As a result, the team stays aligned, efficiency improves, and the work remains well documented and able to hold up under review. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Richard. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.  ### 19. Everything in One Place—Simple and Convenient **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** being able to have everything in one place **What do you dislike about TeamMate?** it can be difficult to navigate and figure out certain functions without guidance. For example, generating or customizing audit reports within the tool is not very intuitive. There is also limitation when working with supporting documentation. While we can upload Word or PDF, Excel documents, we cannot directly edit them within Teammate +, which makes the review and revision process less efficient. Also, Tm analytics could be more user friendly. I t currently requires a higher level of effort to use effectively, which can limit its accessibility for broader team use. There are also recurring issues with TM Analytics access, where licenses are periodically deactivated and need to be reactivated, which disrupts the workflow. **What problems is TeamMate solving and how is that benefiting you?** It helps organize and centralize the audit process by providing a single platform to manage audit documentation, workflows, and issue tracking. It also supports consistency in how audits are performed and documented. This benefits me by making it easier to track progress, ensure all required steps and documentation are completed, and maintain alignment with audit standards. **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 20. Comprehensive Audit Tool with a Steep Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Paul F. | Audit Senior Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** I like TeamMate+ because it has the ability to link many different areas that stem from the audit of an item on the audit plan to planning, field work, and wrap-up, including issue follow-up and tracking all the way through remediation and closure. TeamMate+ does everything an experienced auditor or audit team needs, and I appreciate its ability to condense all the necessary data points to administer an audit with other stakeholders in our company. I think its ability to facilitate workflow is key to TeamMate+'s success and our use of it. It allows audit teams flexibility in managing the workflow when uploading and reviewing documents. **What do you dislike about TeamMate?** It takes a long time to learn. We frequently have to reach out to a subject matter expert to ask it to do things and facilitate data and status report manipulation that the average auditor either doesn't understand or is beyond the scope of their duties. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ for internal audit and Sarbanes Oxley testing. It links different audit areas, facilitates audit process workflows, and handles issue follow-up and tracking through remediation and closure; making it essential for comprehensive audits and SOX testing. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Paul. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our Customer Services and Support teams to address. ### 21. Improving audit visibility and standardization with TeamMate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Farming | Enterprise (> 1000 emp.) **Reviewed Date:** April 07, 2026 **What do you like best about TeamMate?** What I like most about TeamMate is its ability to centralize the entire audit workflow in one place. It helps manage audit planning, fieldwork, review, and reporting in a structured and consistent manner. The system improves visibility over audit progress, making it easier for managers to track status, review working papers, and ensure deadlines are met. I also find the documentation and audit trail features very useful, especially for maintaining compliance and supporting review processes. Overall, it enhances efficiency and standardization across the audit function. **What do you dislike about TeamMate?** One limitation of TeamMate is that the user interface can feel slightly outdated and not very intuitive for new users. It may take some time for users to get familiar with the navigation and workflow. In addition, the system can sometimes be slow when handling large datasets or complex engagements. Customization options are somewhat limited, especially when trying to tailor reports or dashboards to specific business needs. Improving user experience and performance would make the tool more effective. **What problems is TeamMate solving and how is that benefiting you?** TeamMate helps address the lack of standardization and visibility in the audit process. Before using it, audit activities were often managed through multiple tools such as Excel, emails, and shared folders, which made it difficult to track progress, maintain consistency, and ensure proper documentation. With TeamMate, the audit workflow is centralized, allowing better control over planning, execution, and review. It improves coordination within the audit team and enhances transparency for management. This leads to more efficient audits, better compliance with internal standards, and reduced risk of missing key steps or documentation. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.  ### 22. Efficient Audit Management with Room for UI Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Amir A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about TeamMate?** I love the centralized audit repository in TeamMate+ because it provides a single source of truth for audit work. The strong version control is fantastic as it reduces version confusion and ensures that reviewers always access the latest version while preserving a clear audit trail. This helps improve efficiency, accountability, and audit defensibility. The clear review and sign-off workflow is another great feature, as is the structured linkage between risks, controls, testing, and issues, which all contribute to consistent reporting across audits. The initial setup of TeamMate+ was great, too. **What do you dislike about TeamMate?** Some workflows are rigid and time-consuming, Word/Excel integration is not seamless, navigation can be unintuitive, and completing simple tasks often requires too many clicks. The Word and Excel integration could be more seamless, with easier check-in and check-out and in-document review notes. The user interface could be more intuitive, with fewer clicks for common tasks and clearer navigation between planning, WPs, and issues. Performance improvements and better usability would make day-to-day audit work more efficient. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ provides a single repository for audit docs, reducing version issues and supporting consistent methods. It improves review traceability, issue tracking, and reporting, enhancing audit quality. It gives a single source of truth, cuts version confusion, and ensures reviewers access the latest version, boosting efficiency and accountability. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Amir. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.  ### 23. Easy to Navigate Once Learned, with a Handy Roll-Forward Feature **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** it's somewhat easy to navigate around, but only after getting used to it. I first started using TeamMate in late 2022 and it took some time to get familiar with it. Once I learned how to use it, it was easy. I do like the roll forward function so it's less work to have to start everything over. **What do you dislike about TeamMate?** Looking for answers in the community support is okay, but I couldn't find simple facts if an email I received from TeamMate was legitimate. Response time from TeamMate when contacting support took 24 hours. It would be great if responses could be quicker, but I know that's not something that can be controlled. **What problems is TeamMate solving and how is that benefiting you?** Honestly, I don't have the time to explore everything that TeamMate has to offer. If there's a quick reference tool to make search and navigating easier, that would be beneficial. ### 24. TM+ review by a TM AM user **Rating:** 3.5/5.0 stars **Reviewed by:** David G. | Audit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** I used to love TM AM. I still struggling with TM+ however the oppotunity to update database in TM+ is my favorite thing about TM+ **What do you dislike about TeamMate?** It is not as frienfly as TM AM. There are so many utilities that TM AM that were not available in TM+ **What problems is TeamMate solving and how is that benefiting you?** TM+ allow to update the reports the same day, I dont need to wait until next day ### 25. Easy-to-Use Cloud Database That’s Kept Us Loyal Since 2008 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2026 **What do you like best about TeamMate?** On cloud database. Easy to use. Loyal customer since 2008. **What do you dislike about TeamMate?** Some functionalities in TeamMate+ lack practicality as compared to TeamMate AM. For example, Team Central. Furthermore, some features in Observations and Recommendations are less practical and duplicates each other. Some access control features should be set at the Recommendation workplaces only, not the Recommendation stages. Furthermore, the admin access and controls have so many layers confuse users and difficult to organize and plan for audit wokrshop like us with 14 headcounts. **What problems is TeamMate solving and how is that benefiting you?** Follow up on audit recommendations and Management Action Plans are doone automatically and on cloud. ### 26. TeamMate Keeps Audit Documents and Deadlines Perfectly Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about TeamMate?** From an Admin/EA perspective, TeamMate helps keep audit documents, tasks, and updates organized in one place. It makes it easier to monitor progress, track deadlines, and quickly retrieve information when supporting the audit team. **What do you dislike about TeamMate?** Some information can take a few extra steps to locate, especially for users who mainly use TeamMate for tracking and document access. A simpler interface for basic administrative tasks would be helpful. **What problems is TeamMate solving and how is that benefiting you?** TeamMate solves the challenge of managing audit information across different sources by keeping everything in one place. This helps me stay organized, track progress more efficiently, and support the team more effectively. ### 27. Centralized Audit Workpapers and Automated Workflows Make Compliance Easier **Rating:** 4.5/5.0 stars **Reviewed by:** Kendra C. | Vice President Internal Audit, Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** Being able to have a centralized repository of all audit workpapers and an automated workflow for reviewers makes compliance with the Global Internal Audit Standards easier **What do you dislike about TeamMate?** The survey process in TeamMate+ is worse than the TeamMate AM version; I preferred being able to trigger surveys without having to link them to an open audit file. As clients often take a while to respond to our post-audit surveys, we prefer to be able to finalize the audit file before receiving all responses. **What problems is TeamMate solving and how is that benefiting you?** We struggled with time management on engagements and the time entry and reporting tools have really assisted with tracking our hours and being able to quantify improvements. **Official Response from Rebecca Franchi:** > Thank you, Kendra, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 28. Online Manager Reviews and AI Help That Keeps Findings Clear and Succinct **Rating:** 5.0/5.0 stars **Reviewed by:** Safiyyah M. | Internal Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2026 **What do you like best about TeamMate?** I like that I can have my manager review my work online. I also really love the AI feature that helps me make my findings sound more succinct and clear. **What do you dislike about TeamMate?** I really dislike the timeout function, especially when I’ve been working on a file for hours. **What problems is TeamMate solving and how is that benefiting you?** It’s helpful that management can easily leave comments and request documents when needed. ### 29. Streamlined Auditing and Workpapers, Less Paperwork **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2026 **What do you like best about TeamMate?** It streamlines the auditing and workpaper processes, helping reduce reliance on paper and printing. The reduction to and the reliance of paper-use makes this product worthwhile. Also, the streamlining of workpaper note reviews, and housing all engagements in tool is helpful. The reduction to and the reliance of paper-use makes this product worthwhile. Also, the streamlining of workpaper note reviews, and housing all engagements in tool is helpful. **What do you dislike about TeamMate?** Issues with in-app email communications. At times, end users have issues with downloading workpapers. **What problems is TeamMate solving and how is that benefiting you?** Reduces the spend and reliance on paper. Also automates processes for reviewing notes. ### 30. Connects Governance, Risk, and Assets Seamlessly **Rating:** 4.0/5.0 stars **Reviewed by:** Craig S. | CTO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** I like how it organizes and connects the various functions of governance, risk, asset, procedures (etc.) together. **What do you dislike about TeamMate?** It's a bit clunky. Lacks automation. Hard to make changes that apply to multiple items at once without manually doing it one by one. **What problems is TeamMate solving and how is that benefiting you?** It connects procedures with risks with corrective actions etc. Also a useful; repository of all of our compliance related documents. ### 31. All-in-One Audit Management That Covers the Full Audit Cycle **Rating:** 5.0/5.0 stars **Reviewed by:** Ali H. | Internal Audit Director, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** An all-in-one audit management system that supports the full audit cycle, from planning and fieldwork to reporting and follow-up. **What do you dislike about TeamMate?** The report generation features are difficult and time-consuming to configure. **What problems is TeamMate solving and how is that benefiting you?** A one-stop shop for all audit project documentation, with the ability to review and approve work. It also supports collaboration between various team members, and helps keep everything organized in one place. ### 32. Intuitive, All-in-One Audit Workflow with Great Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** The ability to centralize everything from planning through testing to creation of the final report into one location. Helps improve organization and structure through use of a consistent framework for storing docs. System is pretty intuitive to use. The ability to create and use audit program templates. **What do you dislike about TeamMate?** It can at times be a little "clunky" as our auditors tend to work outside the system on documents in Word and Excel, then attach. Can be slow at times when working with larger files. **What problems is TeamMate solving and how is that benefiting you?** As noted in the "pros" answer, it's useful in helping us organize into one consistent framework. **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed. ### 33. Easy to Use, Integrator has some Issues Occasionally. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about TeamMate?** TeamMate+ is easy to use and organized well for tracking your documents. Aesthetically, it's easy to follow. **What do you dislike about TeamMate?** We have experienced several instances of issues with PDFs, or receiving a "Could not communicate with the server" error. This reduces our efficiency. We have had issues with the integrator and updates during the last few months. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ helps keep our audits organized and on-track. We have started to incorporate the time tracking module into our audits, which has given us a better perspective on performance and actual hours needed for budget purposes. **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 34. Easy to Use After Learning, But Tabbed Document Access Is Limited **Rating:** 3.5/5.0 stars **Reviewed by:** Charles P. | Staff Auditor II, Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about TeamMate?** Once you get the hang of it at the beginning, it becomes pretty easy to understand and use. **What do you dislike about TeamMate?** It’s frustrating that when I have multiple tabs open, I can’t open documents from another tab without having to download them first. **What problems is TeamMate solving and how is that benefiting you?** We use it extensively within our audit work, and it’s our primary program. ### 35. Easy, User-Friendly App with a Great “How Do I” Feature for Beginners **Rating:** 4.5/5.0 stars **Reviewed by:** Mohammed A. | IPO project Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** Easy and user-friendly throughout the application. In addition, the “How Do I” feature is a great way for beginners to learn and get started. **What do you dislike about TeamMate?** Exporting RCM information into an Excel sheet is a lengthy process. **What problems is TeamMate solving and how is that benefiting you?** It’s helpful to have all audit steps and findings recorded in one platform, and most of the features are easy to use. **Official Response from Rebecca Franchi:** > Thank you, Mohammed, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for review. ### 36. Purpose-Built for Audit Teams with Helpful Automated Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** Specifically designed for audit departments. It’s fairly configurable to individual needs, although there’s still room for improvement and upside potential. Automated reporting is a helpful feature as well. **What do you dislike about TeamMate?** It should be more configurable so it can better adapt to our individual needs. Some aspects can be set up exactly as required, but others feel rigid, and we end up having to adapt our processes to the system instead. Audit planning, in particular, should be expanded so we can generate a complete audit plan, including staffing, within teammate. **What problems is TeamMate solving and how is that benefiting you?** Issue tracking and the reporting function. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team for consideration as a future enhancement.  ### 37. Effective Risk Tracking with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Diana N. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2023 **What do you like best about TeamMate?** I like the ability to record and track risk issues in TeamMate+ and to obtain answers from risk owners, which is really helpful. Having a log where we can track issues outstanding for years in a row is another aspect I find valuable. **What do you dislike about TeamMate?** I would like to have an actual risk module because we are using a customized audit module that doesn't meet some of our needs. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ for tracking of risk issues. It lets me record and track risk issues and get answers from risk owners. I appreciate having a log to track issues outstanding for years. **Official Response from Philip Troutwine:** > Thank you, Diana, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 38. Easy Upgrades, Clear Manuals, and On-Point Support **Rating:** 4.0/5.0 stars **Reviewed by:** Tafara V. | Fraud and Risk systems, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** From a technical perspective, the system is easy to manage, especially when it comes to applying upgrades. The technical manuals are straightforward and easy to follow, and the support is always on point. Our business team is always happy with the system as it always covers their business needs. I like that it can be customized to meet the business requirements mostly. **What do you dislike about TeamMate?** Sometimes there are a few times when the teammate support may take longer to support. **What problems is TeamMate solving and how is that benefiting you?** TeamMate has automated the audit and compliance processes and this helps us significantly as an ogarnisation to easly keep track of our issues. **Official Response from Rebecca Franchi:** > Thank you, Tafara, for taking the time to provide your feedback. At TeamMate, we are committed to supporting you through every step of your customer journey with us. We’ve shared your feedback with our Customer Services and Support teams to address. ### 39. Intuitive and Customizable with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Nick L. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about TeamMate?** Teammate knows internal audit. Their solution has been around for years and is purposed for internal audit first. I find TeamMate+ to be intuitive and customizable. It allows our team to configure the system with our organization’s taxonomy and offers intuitive customer-facing workflow options like report review, response tracking, and issue tracking. The implementation was quite seamless, and the implementation team did a great job. **What do you dislike about TeamMate?** I find that the Teamstore is clunky, and there are certain quirks in rearranging the order of fields in the taxonomy. I would like more intuitive ways to search for and retrieve related objects, maybe with AI-enabled search functionality. Also, implementing drag and drop fields in the taxonomy instead of having to click the up or down button repeatedly until the multi-select option appears where I’d like it would be a big improvement. **What problems is TeamMate solving and how is that benefiting you?** We use TeamMate+ for audit project and issue management. It allows us to configure the system with our organization’s taxonomy, and provides intuitive workflows like report review, response tracking, and request list management. **Official Response from Rebecca Franchi:** > Thank you, Nick, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so that you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 40. Internal Auditor **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2025 **What do you like best about TeamMate?** I have used Teammate and Teammate+ in my audit career and find the ease of use and organizing capabilities extremely helpful. I also find that the Teammate Connect Digest is a great way to discuss the product with others. **What do you dislike about TeamMate?** Sometimes things come up that require customer support from TeamMate. The Teammate manual is helpful but if you need to speak to someone it may take a while to get a response. **What problems is TeamMate solving and how is that benefiting you?** It helps solve the issue of centralizing data for multiple audits with an ease of reviewing. **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we are committed to supporting you through every step of your customer journey with us. We’ve shared your feedback with our Customer Services and Support teams to address. ### 41. Software makes compliance with IIA standards easy but reporting needs more work. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about TeamMate?** Automatic reminders that are sent to both other auditors and the business as well as the ease of validating what workpapers have been reviewed with a clear audit trail. **What do you dislike about TeamMate?** The reporting feature needs significantly more work in order to be able to use it for reporting to the board. **What problems is TeamMate solving and how is that benefiting you?** It makes it easier to find specific tests and the workpapers for them and what tests are tied to which observations. Makes it easier to answer auditees questions especially when the auditor in charge is unavailable to answer questions **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your recommendations to improve the audit solutions that your organization relies on every day. Your valuable input has been promptly shared with our product team to be reviewed and considered. ### 42. Great Cloud Access and AI, but Workpaper Updates Feel Time-Consuming and Sluggish **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** It's cloud-based, so we can work anywhere (especially remotely). A centralized location for audit document storage and review is nice. The new AI feature is a plus. **What do you dislike about TeamMate?** There is no more red flag (something the old TeamMate AM has) when something was edited after it's been reviewed. Every doc uploaded created a new workpaper then we have to enter purpose, source, and summary. It's too time consuming. no more two way hyperlinking. TM Plus sometimes sluggish and lagging. **What problems is TeamMate solving and how is that benefiting you?** audit work papers/documentation preparation and review in a centralized location. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve directed your feedback to our product management team. ### 43. Excellent Audit Documentation From Working Papers to Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** David W. | Internal Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about TeamMate?** Documentation of the audit work from working paper to reporting. **What do you dislike about TeamMate?** The teammate is not able to tell which issue lacks the contact or the implementation date. I have to go to each issue one by one. **What problems is TeamMate solving and how is that benefiting you?** It helps track implementation of audt recommendations. ### 44. Secure Audit Documentation with Clear Guidelines Throughout the Process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** The ability to store documentation throughout the audit process to ensure documentation is safeguarded, in the audit process there are guidelines in how to document your audit **What do you dislike about TeamMate?** The inability to only give finding owners with overdue findings a constant remainder to update their findings as when you send the notification it notifies all finding owners even those with open findings that are not overdue as yet **What problems is TeamMate solving and how is that benefiting you?** It has helped me automate my reporting process and keeping a tracker of the findings and status thereof of the findings ### 45. Organized Audit Workpapers, but Customer Service Needs Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** TeamMate provides a well-organized audit file and a reliable place to store working papers. **What do you dislike about TeamMate?** 1. There is a lack of formatting support in text-box forms (for example, in Procedures). 2. Hyperlink capabilities are limited; for instance, I’m unable to copy links between documents or fields. 3. There is also a lack of support for the AI features. **What problems is TeamMate solving and how is that benefiting you?** 1 & 2. Improving the quality of our work product and reducing repetitive administrative tasks. 3. It provides an expanded opportunity to integrate our audit process with advanced AI. **Official Response from Rebecca Franchi:** > Thank you, for taking the time to provide your feedback. At TeamMate, we are committed to supporting you through every step of your customer journey with us. We’ve shared your feedback with our Customer Services and Support teams to address. ### 46. Covers Most Internal Processes and Standards with Confidence **Rating:** 4.0/5.0 stars **Reviewed by:** Rodolfo Jr. C. | Internal Audit Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** That it covers most of our internal process and conformance to standards **What do you dislike about TeamMate?** Not easy for business users, weak risk management, UI is not modern, a lot of system limitations based on our practices, audit report and custom reporting **What problems is TeamMate solving and how is that benefiting you?** quality documentation, workflows, staff monitoring and conformance to standards ### 47. Centralized Audit Documentation and Workflow Tracking That Boosts Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2026 **What do you like best about TeamMate?** its centralized audit documentation and workflow tracking, which makes audit execution, review, and follow-up more efficient. **What do you dislike about TeamMate?** One limitation is that some features can be less intuitive for new users and may require time to learn and navigate efficiently. **What problems is TeamMate solving and how is that benefiting you?** TeamMate solves the challenge of managing audit documentation and tracking in different files or locations. By centralizing everything in one platform, it helps me work more efficiently, improves collaboration, and makes it easier to monitor audit progress and findings. ### 48. Efficient Setup, Needs Dashboard Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** I find the menu in TeamMate+ very easy to make, which is convenient. Also, the professional support team was helpful during the setup. They did all the setup in a timely manner without taking much time, which was good. **What do you dislike about TeamMate?** I think the pace in terms of feature development can be enhanced. The dashboard area needs to be enhanced. Also, we can make the license management easier. **What problems is TeamMate solving and how is that benefiting you?** They use TeamMate+ every day for audit tasks, and making the menu is very easy, which is convenient. ### 49. Teammate+ Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about TeamMate?** I like being able to create the RCM in TM+ and align it with our controls and being able to link findings and MAPs. I also like that management is able to login and provide updates and upload supporting docs to resolve findings. **What do you dislike about TeamMate?** I would like to see improvements in the AI capabilities for summarization of results and findings for thematic themes. **What problems is TeamMate solving and how is that benefiting you?** Teammate is assisting in review and maintaining our audit project workpapers and an approval workflow for all phases (Planning, Fieldwork, and Reporting). **Official Response from Philip Troutwine:** > Thank you, DeAndre, for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. ### 50. Flexible Configuration Options That Adapt to Change **Rating:** 4.5/5.0 stars **Reviewed by:** Danielle V. | Senior Compliance Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** I like the configuration options; Flexibility is a plus as we are working in a continuously changing environment. **What do you dislike about TeamMate?** I don't dislike much; perhaps it requires sufficient training to exercise the tools optimally. **What problems is TeamMate solving and how is that benefiting you?** It solves the problem of the lack of organization and Teammate answers the task. ## TeamMate Discussions - [What is TeamMate application?](https://www.g2.com/discussions/what-is-teammate-application) - 2 comments - [What is TeamMate audit software?](https://www.g2.com/discussions/what-is-teammate-audit-software) - 1 comment - [View TeamMate pricing details and edition comparison](https://www.g2.com/products/teammate/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+01%3A01%3A13+-0500&secure%5Bsession_id%5D=409ae50e-72ee-474f-89ee-b60a2f92a08a&secure%5Btoken%5D=63baa80c6f0d31e3c54dcc9690cbe5495f09b8ed0661a86e0bca300427c922a7&format=llm_user) ## TeamMate Integrations - [ACL Manager](https://www.g2.com/products/acl-manager/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Alteryx](https://www.g2.com/products/alteryx/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Caseware](https://www.g2.com/products/caseware/reviews) - [DataSnipper](https://www.g2.com/products/datasnipper/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Grammarly](https://www.g2.com/products/grammarly/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Active Directory Certificate Services (AD CS)](https://www.g2.com/products/microsoft-active-directory-certificate-services-ad-cs/reviews) - [Microsoft Copilot](https://www.g2.com/products/microsoft-microsoft-copilot/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [PowerBI Portal](https://www.g2.com/products/powerbi-portal/reviews) - [PowerBI Tiles Pro](https://www.g2.com/products/powerbi-tiles-pro/reviews) - [Qlik Sense](https://www.g2.com/products/qlik-sense/reviews) - [SAP Crystal Reports](https://www.g2.com/products/sap-crystal-reports/reviews) - [SAS Enterprise Guide](https://www.g2.com/products/sas-enterprise-guide/reviews) - [SecurityScorecard](https://www.g2.com/products/securityscorecard/reviews) - [ServiceNow IT Service Management](https://www.g2.com/products/servicenow-it-service-management/reviews) - [Tableau](https://www.g2.com/products/tableau/reviews) ## TeamMate Features **Generative AI** - AI Text Generation **Generative AI** - AI Text Summarization - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Generative AI - Security Compliance** - Predictive Risk - Automated Documentation **Monitoring - IT Risk Management** - AI Monitoring **Platform AI Features - Policy Management** - Reports - Workflow Management **Risk Management** - Risk Identification - Risk Classification - Risk Methodology - Goals Monitoring **Documentation - Audit Management** - Templates & Forms - Checklists **Agentic AI - IT Risk Management** - Autonomous Task Execution - Multi-step Planning **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance - Industry Compliance **Business Continuity Management** - Recovery Plans - Procedure Templates - Crisis Management **Generative AI** - AI Text Generation - AI Text Summarization **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility **Services** - Implementation - Training & Learning - Customer Support - Professional Services ## Top TeamMate Alternatives - [Optro](https://www.g2.com/products/optro/reviews) - 4.6/5.0 (1,607 reviews) - [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) - 3.6/5.0 (17 reviews) - [Diligent One Platform](https://www.g2.com/products/diligent-one-platform/reviews) - 4.3/5.0 (153 reviews)