Verified User in Information Technology and Services
UI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"Software makes compliance with IIA standards easy but reporting needs more work."
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

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.

Verified User in Utilities
UU
Verified User in Utilities
Small-Business (50 or fewer emp.)
"Great Cloud Access and AI, but Workpaper Updates Feel Time-Consuming and Sluggish"
3.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

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.

David W.
DW
David W.
Internal Auditor
Mid-Market (51-1000 emp.)
"Excellent Audit Documentation From Working Papers to Reporting"
5/5
What do you like best about TeamMate?

Documentation of the audit work from working paper to reporting. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Secure Audit Documentation with Clear Guidelines Throughout the Process"
5/5
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Investment Management
UI
Verified User in Investment Management
Mid-Market (51-1000 emp.)
"Organized Audit Workpapers, but Customer Service Needs Improvement"
3/5
What do you like best about TeamMate?

TeamMate provides a well-organized audit file and a reliable place to store working papers. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

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.

Rodolfo Jr. C.
RC
Rodolfo Jr. C.
Internal Audit Manager
Small-Business (50 or fewer emp.)
"Covers Most Internal Processes and Standards with Confidence"
4/5
What do you like best about TeamMate?

That it covers most of our internal process and conformance to standards Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Centralized Audit Documentation and Workflow Tracking That Boosts Efficiency"
5/5
What do you like best about TeamMate?

its centralized audit documentation and workflow tracking, which makes audit execution, review, and follow-up more efficient. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"Efficient Setup, Needs Dashboard Improvement"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Teammate+ Review"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Philip Troutwine of TeamMate

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.

DV
Danielle V.
Senior Compliance Auditor
Enterprise (> 1000 emp.)
"Flexible Configuration Options That Adapt to Change"
4.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

I don't dislike much; perhaps it requires sufficient training to exercise the tools optimally. Review collected by and hosted on G2.com.