Ali H.
AH
Ali H.
Internal Audit Director
Enterprise (> 1000 emp.)
"All-in-One Audit Management That Covers the Full Audit Cycle"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

The report generation features are difficult and time-consuming to configure. Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Verified User in Higher Education
Small-Business (50 or fewer emp.)
"Intuitive, All-in-One Audit Workflow with Great Templates"
4/5
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. Review collected by and hosted on G2.com.

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. 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.

Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Easy to Use, Integrator has some Issues Occasionally."
3.5/5
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. Review collected by and hosted on G2.com.

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. 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.

CP
Charles P.
Staff Auditor II
Enterprise (> 1000 emp.)
"Easy to Use After Learning, But Tabbed Document Access Is Limited"
3.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Mohammed A.
MA
Mohammed A.
IPO project Coordinator
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Easy, User-Friendly App with a Great “How Do I” Feature for Beginners"
4.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

Exporting RCM information into an Excel sheet is a lengthy process. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

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.

Verified User in Financial Services
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Purpose-Built for Audit Teams with Helpful Automated Reporting"
4/5
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. Review collected by and hosted on G2.com.

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. 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 for consideration as a future enhancement. 

DN
Diana N.
Mid-Market (51-1000 emp.)
"Effective Risk Tracking with Room for Improvement"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Philip Troutwine of TeamMate

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.

TV
Tafara V.
Fraud and Risk systems
Enterprise (> 1000 emp.)
"Easy Upgrades, Clear Manuals, and On-Point Support"
4/5
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. Review collected by and hosted on G2.com.

What do you dislike about TeamMate?

Sometimes there are a few times when the teammate support may take longer to support. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

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.

Nick L.
NL
Nick L.
Mid-Market (51-1000 emp.)
"Intuitive and Customizable with Room for Improvement"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Rebecca Franchi of TeamMate

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.

Verified User in Higher Education
UH
Verified User in Higher Education
Mid-Market (51-1000 emp.)
"Internal Auditor"
4.5/5
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. Review collected by and hosted on G2.com.

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. 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.