--- 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: '2026-08-03' 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. Excellent History Log with Clear Version Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** History log that includes prior and new version of content **What do you dislike about TeamMate?** Too many customization options makes it difficult to configure. Once configured, if there is anything that is not working properly, due to the different configuration options, it takes longer to tweak and fix. **What problems is TeamMate solving and how is that benefiting you?** It's a good system to organize and track workpaper progress. **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. ### 2. Good tool for centralizing and archiving audit missions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** Be able to modulate and adapt it according to the needs of the company. **What do you dislike about TeamMate?** Sometimes still a bit rigid on certain aspects, which should be able to be adjusted. The AI aspect would benefit from being developed. **What problems is TeamMate solving and how is that benefiting you?** The archiving and traceability of data are centralized. This also allows for the standardization of the presentation of audit missions through configured file exports. **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. ### 3. Fast, Easy Reporting Refresh—But Advanced Integration Is Unreliable with Office Updates **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** I like the ability to refresh reporting database within the application in a quick and easy fashion. **What do you dislike about TeamMate?** The advanced integration package fails a lot because of office patches and versioning. It has become a large problem for us. **What problems is TeamMate solving and how is that benefiting you?** Solves having a good audit case management system that fits our needs. **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 ### 4. Streamlined Audits with Exceptional Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Abby h. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2026 **What do you like best about TeamMate?** I ike track audit finding, recomdation, and remediation progress. **What do you dislike about TeamMate?** I wish TeamMate+ would expand its out-of-the-box integrations with ERP, GRC. **What problems is TeamMate solving and how is that benefiting you?** It improve visibility into high risk areas by centralizing risk assessment data. I like the audit templates that promote consistency across engagements. ### 5. Well-Structured and Easy to Navigate, but AI Integration Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Hussien E. | Senior internal audit manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** It’s a solid repository software for internal audit functions, and it’s well structured and easy to navigate. **What do you dislike about TeamMate?** Honestly, the AI element needs to be fully integrated to make the software more future ready **What problems is TeamMate solving and how is that benefiting you?** The documentation element and review. And this help us to comply with the IIA standards ### 6. Pre-Populated Audit Steps Make the Workflow Seamless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about TeamMate?** The audit workflow and the audit steps which are pre populated once you select the profile **What do you dislike about TeamMate?** Some operational difficulties - the summary view which needs us to keep clicking the see more option so see all the documents **What problems is TeamMate solving and how is that benefiting you?** Providing standard WP templates ### 7. Perfect Fit for Audit Management Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Farhan J. | Cloud Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about TeamMate?** I really like the ease of use and tracking capabilities of TeamMate+. It helps us fix audit points easily, which is a significant advantage. During the initial setup phase, even though it was challenging, the support was helpful, and we managed to get everything running smoothly. It works perfectly for us, and I'd rate my likelihood of recommending it a 10. **What do you dislike about TeamMate?** Ease of use and tracking **What problems is TeamMate solving and how is that benefiting you?** I find TeamMate+ makes it easy to handle audit points and follow-ups, simplifying the process with its ease of use and tracking. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Farhan. 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. ### 8. review of TMA+ **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2025 **What do you like best about TeamMate?** capture all audits in one place including costings, timings audit scope, workpaper upload。 **What do you dislike about TeamMate?** Not very intuitive, and easy to use. Logic of functions could be improved. I guess with more frequent use, it will become more familiar。 **What problems is TeamMate solving and how is that benefiting you?** capturing audits in one place in audit software management tool. **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. Great Audit Tool with a bit Complex Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** I like the automations in TeamMate+ such as notifications and reminders. They help in meeting audit project deadlines and achieving overall audit objectives. Additionally, they assist in engaging well with auditees. **What do you dislike about TeamMate?** The software setup is complex and the learning curve is steep. License payments via regional sales consultants may be quite troublesome sometimes. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ for streamlining audit processes and documentation, managing paperless evidence, ensuring project timeline adherence, and meeting audit project deadlines. Automations, like notifications and reminders, help engage with auditees. **Official Response from Rebecca Franchi:** > Thank you, Henry, 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. ### 10. Easy Review Comments, Flexible Templates, and Helpful Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Megan G. | Internal Audit Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about TeamMate?** I really like how easy it is to leave review comments, run reports using the data in the system, and customize the templates to fit my company’s needs. **What do you dislike about TeamMate?** Sometimes we have issues with checking in work papers, depending if we are using Chrome or Edge. **What problems is TeamMate solving and how is that benefiting you?** It allows us to maintain a saved system for all our documents and manage the audit life cycle from beginning to end. **Official Response from Rebecca Franchi:** > Thank you, Megan, 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. ### 11. Easy-to-Use, Straightforward UI That’s Enjoyable to Work With **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** I like that it’s easy to use once you get the hang of it. The UI is nice and straightforward, which makes it more enjoyable to work with. **What do you dislike about TeamMate?** Integrations at my organization are limited **What problems is TeamMate solving and how is that benefiting you?** It makes things really easy to put in a central place **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. ### 12. Easy Data Uploads and Flexible Updates **Rating:** 4.0/5.0 stars **Reviewed by:** Riyas M. | Associate auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** The interface makes it easy to upload data, and I can make changes at any time. **What do you dislike about TeamMate?** Once a business contact has responded with a management response, unable to change or update that response. **What problems is TeamMate solving and how is that benefiting you?** Can provide timely updates to management regarding critical audit observations. ### 13. Intuitive GRC Platform with Seamless Control Mapping **Rating:** 4.0/5.0 stars **Reviewed by:** Raul G. | Senior Security Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** December 04, 2025 **What do you like best about TeamMate?** What I like most about StandardFusion is how intuitive and well-structured the platform is for managing GRC processes. The interface makes it easy to centralize risks, controls, assessments, and evidence, and the workflows are straightforward enough that both technical and non-technical users can adopt them quickly. I also appreciate how seamlessly the tool maps controls across multiple frameworks, reducing duplicated work and helping maintain consistency **What do you dislike about TeamMate?** One area that could be improved in StandardFusion is the overall flexibility of customization. While the platform is powerful, some configuration options—such as tailoring workflows, customizing fields, or adjusting report formats—can feel limited or require workarounds. **What problems is TeamMate solving and how is that benefiting you?** StandardFusion is helping us centralize and streamline our entire GRC and risk management process. Instead of tracking risks, controls, and mitigation activities across scattered spreadsheets or disconnected tools, we now have a single platform where everything is organized and easy to follow. One of the biggest benefits is the risk register: it gives us clear visibility into each risk, its status, owners, and mitigation actions, allowing us to track progress and follow up on minimization efforts efficiently. ### 14. Streamlined Audit Processes with Robust Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2026 **What do you like best about TeamMate?** I appreciate TeamMate+ for its ease of use and the very helpful reporting and analytics section. The initial setup was quite easy, thanks to the TeamMate+ support team, who did a great job with implementation as a professional service. **What do you dislike about TeamMate?** The management portal user interface needs enhancement to be more user-friendly and easier to navigate. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ organizes our audit procedures and solves gaps within internal departments by providing our audit team with structured procedures and steps for auditing activities. ### 15. Great for audit documentation **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2024 **What do you like best about TeamMate?** helpful in audit documentations and ease of use **What do you dislike about TeamMate?** every quarter require update and required service charge for the update **What problems is TeamMate solving and how is that benefiting you?** efficient in audit documentation, everything store in the server, the only thing is to make sure frequent back up to avoid loss of data **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. ### 16. Clean, Easy Audit Project Management **Rating:** 5.0/5.0 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?** Clean, easy way to manage audit projects **What do you dislike about TeamMate?** Can be a little glitchy when using integrated Office suite **What problems is TeamMate solving and how is that benefiting you?** I am not a decision maker for products in my office, I am only a user. And our office has only used TeamMate since I joined. **Official Response from Rebecca Franchi:** > Thank you for taking the time to provide your feedback. At TeamMate, we appreciate your feedback 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. ### 17. Quick Prior-Year Rollovers and Fast Analytics Sampling **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2026 **What do you like best about TeamMate?** Allows for the quick roll over of prior year files and with the analytics quick sample selection **What do you dislike about TeamMate?** The application times out to quickly, timeout should be extended **What problems is TeamMate solving and how is that benefiting you?** Allows for the quick preparation / generation of audit reports ### 18. Effortless Audit Management and Easy File Uploads **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about TeamMate?** I use TeamMate+ for documenting and storing my Audit projects, and I appreciate how it addresses the storage and accessibility of our workpapers. I like the ease of use and find that uploading files works especially well. It helps organize my audit files by section, which makes my workflow smoother. The initial setup was easy too. **What do you dislike about TeamMate?** N/A **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ for documenting and storing my audit projects, solving storage and accessibility issues, and easily organizing my audit files by section. **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. ### 19. Effortless Audit Management with User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Kay M. | Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2026 **What do you like best about TeamMate?** I like that TeamMate+ is easy to use, with a very good interface. It's not hard to use, and it's good for use. **What do you dislike about TeamMate?** N/A **What problems is TeamMate solving and how is that benefiting you?** I find TeamMate+ helps with audit management, making the process seamless. ### 20. Great Product-But lacks on the Mac side **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2023 **What do you like best about TeamMate?** The inegration from AM to Plus was easy. Ease of Use is also a plus. **What do you dislike about TeamMate?** There are so many features in TM+ which I do not have a use. **What problems is TeamMate solving and how is that benefiting you?** It keeps our audits in one place in a easy filing system. **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 that you can deliver high-quality audits and critical insights to your organization. ### 21. TM+ making audit monitoring easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2025 **What do you like best about TeamMate?** TeamMate+ makes the lives of auditor easier by providing a platform that support collaboration among audit teams. **What do you dislike about TeamMate?** None at the moment as we are still at the adapting phase. **What problems is TeamMate solving and how is that benefiting you?** workflow management and ease of collaboration **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. ### 22. Audit tool- single source of truth for all audit documenation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** A structured approach for recording work done and documenting the conclusion. **What do you dislike about TeamMate?** The user interface can feel complicated for new users, especially at first. **What problems is TeamMate solving and how is that benefiting you?** Having all documentation and audit evidence in one place makes it easier to collaborate with other auditors. **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. ### 23. User-Friendly with Helpful Videos, but Dashboard Customization Needs Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about TeamMate?** 1. User Friendly 2. Video features for the understanding the common areas 3. Database management **What do you dislike about TeamMate?** 1. Follow up Dashboard to be improved 2. Overall Dashboards to be improved **What problems is TeamMate solving and how is that benefiting you?** Databased Management, approvals, workflow for all the Audits ### 24. One popular audit platform to increase efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about TeamMate?** we selected TeamMate to replace Auto Audit, we found TeamMate has more functions for teams to collaborate **What do you dislike about TeamMate?** need lots of customization /setup for it to work **What problems is TeamMate solving and how is that benefiting you?** Auditors use teammate to conduct audit workflow, workpaper management and issue validation **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. ### 25. Highly Customizable Setup That Makes Collaboration Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** The ability to customize how it is set up, collaboration **What do you dislike about TeamMate?** It can be difficult to navigate sometimes with how many different features there are **What problems is TeamMate solving and how is that benefiting you?** Audit documentation and collaboration, it allows our team to collaborate centrally on one platform **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. ### 26. TM+ Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Small-Business (50 or fewer emp.) **Reviewed Date:** July 12, 2026 **What do you like best about TeamMate?** Very detailed in terms of project tracking **What do you dislike about TeamMate?** It close when multiple TM+ tabs are open **What problems is TeamMate solving and how is that benefiting you?** TM+ helps us in tracking the progress of Audit project as well as the status of observations from previous projects ### 27. Great Audit Management Tool That Keeps Tasks and Time on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** Great Audit Management Tool. Helpful in managing time and list of pending task **What do you dislike about TeamMate?** it would be better if it can retain the previous version of documents uploaded in specific tab **What problems is TeamMate solving and how is that benefiting you?** time management, monitoring and division of task **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.  ### 28. Integrated Risk Controls and Action Plans in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2026 **What do you like best about TeamMate?** Integration of risk control procedures, identified issues, and action plans. **What do you dislike about TeamMate?** Latency, inability to use OS native copy and paste **What problems is TeamMate solving and how is that benefiting you?** allows us one view of projects and ease of scheduling resources ### 29. Comprehensive Audit Lifecycle and Strong Collaboration Features. Simplifying the lifecycle **Rating:** 4.0/5.0 stars **Reviewed by:** Brian K. | Manager - Governance and Compliance, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** The full audit life cycle features and the collaboration options **What do you dislike about TeamMate?** Takes alot of customizing if your audit process is bespoke, and should allow for a more seamless customization option **What problems is TeamMate solving and how is that benefiting you?** Seamless SAAS options allow the team to focus on the business rather that technical overheads **Official Response from Rebecca Franchi:** > Thank you, Brian, 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. ### 30. Easy-to-Use Tool That Simplifies Documenting and Linking Workpapers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** It's easy to use. Makes documenting and linking workpapers very easy. **What do you dislike about TeamMate?** It can be glitchy and break at times. I've lost some work due to it crashing. **What problems is TeamMate solving and how is that benefiting you?** It helps us document our work clearly and concisely. **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. ### 31. Great for Tracking Comments and Responses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** July 07, 2026 **What do you like best about TeamMate?** Keep track of all the comments and responses. **What do you dislike about TeamMate?** The linkage of evidence to the documents is not easy. My laptop crashed all the time when I tried to link the evidence to the documents. **What problems is TeamMate solving and how is that benefiting you?** audit projects **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. ### 32. Effortless Audit Management with Minor Customization Needs **Rating:** 4.5/5.0 stars **Reviewed by:** Nidhin D. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** I like TeamMate+ for its ease of use, making it very easy to navigate. The workflows and documentation features have significantly reduced our manual efforts in managing audit tasks. The initial setup was also very easy, allowing us to get started quickly. **What do you dislike about TeamMate?** Report creation which we are not able to customize based on our needs, specifically template customization. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ for audit management. It semi-automates our internal audit workflow and document management, reducing manual effort and improving issue tracking. **Official Response from Rebecca Franchi:** > Thank you, Nidhin, 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. ### 33. Simple, Streamlined Work Recording and Workpapers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** It is simple to use to record work done and workpapers **What do you dislike about TeamMate?** The reporting functionality is very basic. It was better in the old TeamMate. **What problems is TeamMate solving and how is that benefiting you?** Recording of the work done, follow-up of the audit recommendations. ### 34. Empowers Auditors with Flexibility and Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Laurent L. | Senior Information Technology Auditor **Reviewed Date:** November 12, 2025 **What do you like best about TeamMate?** I appreciate TeamMate+ for focusing on making an auditor’s life easier, unlike some other key software that focuses heavily on Governance, Risk Management, and Compliance (GRC). The Record of Work Done (ROWD) is particularly valuable, as it affords us flexibility and the ability to format text and attach documents within the same window, allowing us to clearly see what has been done. This is vital for documenting the conclusion, formal steps, and control descriptions, ensuring compliance with the intended controls. I also like that TeamMate+ supports the quality of our work and helps us adhere to internal procedures and external standards. Moreover, the system provides multiple review levels, effective filters, a user-friendly web interface, and robust reporting capabilities, all of which streamline our audit operations. The ease of setup and low-maintenance requirement of about four hours per week for a large team enhances its appeal, alongside the on-premises version of TeamMate+ that fits seamlessly into our workflow without needing the cloud version. **What do you dislike about TeamMate?** I think TeamMate+ should offer more customization in views/filters to reduce the manual filtering work required to isolate significant information. The current filtering system lacks advanced features, such as the ability to exclude specific variables or use complex logical queries, which would significantly enhance data handling. Moreover, the scheduling and resource management features feel somewhat underdeveloped, and the dashboards do not perform well, especially when handling multiple levels of review. The notification system is also not practical, as it alerts me inappropriately when I merely post a comment on a coaching note, making it more of a distraction than a help. **What problems is TeamMate solving and how is that benefiting you?** I find TeamMate+ supports quality and adherence to standards, simplifies auditors' tasks with a user-friendly interface, in-line coaching notes for improving quality, multiple review levels, and effective reporting. It enhances audit mission preparation and execution, allowing focus on control testing, we also leverage the surveys functionality to receive valuable auditee feedback. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Laurent. 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.  ### 35. Reliable Functionality for Audits and Risk Assessments **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** Application provides the necessary functionality to perform audits and risk assessments. I also like the reporting API which gives us the ability to connect application data to Power BI. **What do you dislike about TeamMate?** The limitations in application configuration including the inability to re-order items and limitations on the number of fields available. **What problems is TeamMate solving and how is that benefiting you?** TeamMate is providing audit software that allows us to maintain our auditable entity universe which is risk rated along with tracking our continuous monitoring and audit testing efforts. **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.  ### 36. User-Friendly, Needs Better File Handling **Rating:** 4.5/5.0 stars **Reviewed by:** Christoffer Max J. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2026 **What do you like best about TeamMate?** I find TeamMate+ user-friendly and I like that we can adjust templates easily on the fly. It helps us comply with IIA standards and provides a full overview of our projects and timelines. **What do you dislike about TeamMate?** Sometimes we experience issues with working with attached files - meaning opening and adjusting files and signing them off. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ helps us comply with IIA standards and gives us a full overview of our projects and timelines. **Official Response from Rebecca Franchi:** > Thank you, Christoffer, 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. ### 37. Boosts Audit Efficiency with Automation **Rating:** 3.5/5.0 stars **Reviewed by:** Karla H. | Director of Internal Auditing, Mid-Market (51-1000 emp.) **Reviewed Date:** April 16, 2026 **What do you like best about TeamMate?** I like how TeamMate+ improves efficiency in my internal audit processes. The automation features stand out for me, especially with the help of teamsters to automate workflows. Automatic reminders are another aspect I appreciate as they contribute significantly to smooth operations. **What do you dislike about TeamMate?** I don't like the slowness and periodic interruption of TeamMate+, although it could be on our organization's end. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ boosts efficiency with automation, streamlining workflows through automatic reminders and teamsters. **Official Response from Rebecca Franchi:** > Thank you, Karla, 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. ### 38. Seamless Integration That Just Works **Rating:** 4.5/5.0 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?** I really like how all the different elements integrate smoothly and work well together. **What do you dislike about TeamMate?** None. No issues come to mind at the moment **What problems is TeamMate solving and how is that benefiting you?** ability to track findings ### 39. Great for Auto-Filling and Splitting Columns **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** It makes it easy to fill in data from previous lines and split data into multiple columns. **What do you dislike about TeamMate?** I’ve run into issues where the system only lets me run one report at a time, instead of allowing me to run them all in one go. **What problems is TeamMate solving and how is that benefiting you?** Teammate is great for processing data in spreadsheets, and it saves me a lot of time. It makes working with spreadsheet data feel quicker and more straightforward overall. **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. ### 40. Intuitive Interface and Customizable Workflows Make Auditing Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about TeamMate?** What I value most about TeamMate+ is its intuitive interface and the way it effortlessly supports our audit workflows. The structured approach to linking findings, workpapers, and risks significantly improves both traceability and efficiency. I also appreciate the flexibility to customize templates and processes according to our team’s requirements, which allows us to maintain consistency while adapting to various audit scopes. **What do you dislike about TeamMate?** At times, TeamMate+ can be somewhat slow, particularly when moving between different sections or when opening larger files. Additionally, it requires a bit more effort to configure things exactly as we want, since certain aspects of the interface are not very intuitive. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ addresses the difficulties of organizing and managing complex audit projects by bringing documentation, workflows, and communication into one centralized platform. This tool simplifies the entire audit lifecycle, from planning through to reporting, which makes it much easier to monitor progress, maintain consistency, and uphold compliance standards. Personally, I find that this results in spending less time on manual tracking and more time concentrating on analysis and providing valuable audit insights. **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. ### 41. Streamlined Auditing with Growing Potential **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle A. **Reviewed Date:** October 30, 2025 **What do you like best about TeamMate?** I enjoy using TeamMate+ in its current application compared to the Citrix version, as it allows for more seamless entry of work with fewer issues related to losing work papers. This is a significant improvement because, in the Citrix version, work papers were often not saved or retained properly. The auditor-friendly features of TeamMate+ contribute to increasing efficiency in auditing processes. I find the coaching notes feature particularly beneficial as it helps in reviewing and adding comments in precise locations, which was a challenge with previous versions. The ability to move smoothly through the review process of work papers from staff is another aspect I appreciate. Additionally, the expansion into AI functions, data analytics, and report writing makes TeamMate+ a more robust and comprehensive tool for auditors. These features collectively make it feel like a one-stop shop, potentially saving costs in other areas by integrating these capabilities within TeamMate+. I believe that the upcoming or recent integration of data analytics as an embedded feature is impressive and could significantly benefit our processes if adopted by my audit shop. **What do you dislike about TeamMate?** I find that the layout of TeamMate+ can be a bit different and it takes some time to get used to compared to other layouts. Additionally, while the application offers many useful features, it seems that a lot of them are not utilized, which is unfortunate. Moreover, I'd like to see improvements in the user interface by adding a more user-friendly button for review processes, such as a 'review pending' button. **What problems is TeamMate solving and how is that benefiting you?** I find TeamMate+ reduces issues with losing work papers, unlike the Citrix version, making our audits more efficient and auditor-friendly. **Official Response from Rebecca Franchi:** > Thank you, Michelle, 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. A Comprehensive, Intuitive Solution for Internal Audits **Rating:** 5.0/5.0 stars **Reviewed by:** Brian H. **Reviewed Date:** October 30, 2025 **What do you like best about TeamMate?** I have been using TeamMate+ for about two years for our internal audit processes, and it has been a fantastic experience. The software offers a lot of capabilities that were evident from the initial demonstration, which convinced us to choose TeamMate+ over other internal audit products. I find the setup to be intuitive and very easy, plus it offers a high degree of customization based on our needs. The software significantly benefits us by consolidating everything in one place—it clarifies task assignments, facilitates easy review comments, and allows document uploads, all while enabling a smooth workflow. Their analytics add-on is incredibly helpful for data analysis, enhancing the audit process seamlessly within Microsoft Excel. The user-friendly interface makes it straightforward for new team members to start using the software without barriers, ensuring efficient operations from start to finish. The comprehensive nature of TeamMate+, from planning and executing audits to reporting and handling corrective action plans, means it meets all of our audit needs, including managing risk universes. Reporting capabilities in TeamMate+ are solid, making it a robust tool overall that I would highly recommend to others. **What do you dislike about TeamMate?** I occasionally encounter glitches with checking in documents using TeamMate+. Sometimes, it seems like the document is checked out even when I thought I had checked it in. This requires me to perform a check-in in two places—for the document and within the TeamMate+ software itself. This dual-step process can be confusing and could benefit from being streamlined into a single click operation to reduce this confusion. **What problems is TeamMate solving and how is that benefiting you?** I find TeamMate+ centralizes our audit processes, making task assignments, reviews, and document management seamless. It enhances clarity on task status and simplifies navigating audit steps, boosting overall team efficiency. Integration with our tools further supports data analytics and reporting. **Official Response from Rebecca Franchi:** > Thank you, Brian, 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. ### 43. Boosted Our Audit Efficiency with Great Support **Rating:** 4.0/5.0 stars **Reviewed by:** Ebru B. **Reviewed Date:** October 30, 2025 **What do you like best about TeamMate?** I truly appreciate the robust support we receive from TeamMate+'s IT team. Their responsiveness is impressive, providing assistance whenever we have questions or issues, which makes a significant difference in our experience. The transition to TeamMate+ has notably improved our efficiency by enabling us to work directly within the system rather than using offline documents like Word and Excel, thus streamlining our workflow. I find the coaching notes feature incredibly beneficial, as it allows us to log feedback systemically, maintain context, and utilize past notes for future reference, enhancing our follow-up processes. This system integration has made our audit fieldwork, reporting, and recommendations more cohesive and prompt. Overall, I am very happy with how TeamMate+ has solved previous inefficiencies and provided a comprehensive solution for our auditing needs. **What do you dislike about TeamMate?** I found the setup experience with TeamMate+ to be quite challenging, especially since our team is small, consisting of only two auditors. Additionally, I wish the software were more intuitive to enhance user experience and efficiency. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ streamlines our audit fieldwork, enhances reporting, and improves our document sharing. We now work more efficiently with integrated systems to log and follow up on coaching notes, which saves time and reduces manual effort from using offline Word and Excel files. **Official Response from Rebecca Franchi:** > Thank you, Ebru, 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 team. ### 44. Customisable and User-Friendly, But Pricing for Long-Term Customers Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2025 **What do you like best about TeamMate?** The platform allows us to customise fields according to our specific business needs, with no limitations on the terminology we use. It is user-friendly and straightforward to navigate. We also appreciate being able to access our data through TeamInsights. Additionally, the support provided by WK and PWC South Africa in meeting our requirements has been valuable. We have had no connectivity issues being hosted in the Cloud. **What do you dislike about TeamMate?** As a customer of Teammate for two decades, I would have appreciated it if Teammate Analytics had been included in the offering when we transitioned to the Cloud. While new users may benefit from having certain modules integrated into the licensing structure, I find that, as an existing customer, adding additional modules is quite costly. Modules such as Teamschedule could use further enhancements to better meet auditors' requirements. Additionally, Teamstore should be more user-friendly and offer the ability to group similar risks or controls together, which would help minimize duplication. Sometimes, the Assessment module, Audit Plan, and Projects do not seem to integrate as seamlessly as I would expect. **What problems is TeamMate solving and how is that benefiting you?** This is a standardized tool utilized by the Group's audit teams across the African continent. It allows for collaboration among audit teams from various locations on the same audit, and also facilitates peer reviews across different entities when there are capacity challenges within a specific audit team. Teammate serves as the primary system for our Audit KPI reporting, and we place complete reliance on the data captured within it. **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. ### 45. User-Friendly and Efficient Audit Documentation Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Hammad Z. | Senior Audit Manager **Reviewed Date:** October 29, 2025 **What do you like best about TeamMate?** I have been using TeamMate+ for four years to document our audit work, and I really appreciate the transition to the web version, which is much more user-friendly and better. The web version is intuitive and very easy to use, easing the transition from the older version. TeamMate+ helps maintain all records of orders, planning, fieldwork, and reporting, making everything very well organized and systematic, which is especially helpful if you need to revisit past records. It also supports our EQA process efficiently. The flexibility in documenting and the feature that allows us to pull data directly into Power BI reports from the new web version are incredibly useful. Overall, I am happy with TeamMate+ and would buy it again because it meets all our needs effectively. **What do you dislike about TeamMate?** I think the process of making changes to previous work in TeamMate+ can be simplified. While generally there's not much that requires improvement, simplifying this process would enhance the user experience. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ for maintaining organized records of audit work, aiding in planning and reporting phases. It's user-friendly and systematic, making it easy to retrieve information and supports EQA processes efficiently. **Official Response from Rebecca Franchi:** > Thank you, Hammad, 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. ### 46. Reliable Tool with Excellent Training Support **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony G. | Executive Director of Internal Audit **Reviewed Date:** October 29, 2025 **What do you like best about TeamMate?** I really appreciate TeamMate+ for its comprehensive implementation support and training processes, which ensured a smooth setup without any issues thanks to a very supportive implementation and training team. The availability of an online self-taught program, along with focused three or four-day training sessions, was incredibly helpful, allowing us to receive tailored extra training and enter live operations fully ready and confident. The system's compliance with new global internal audit standards is something I genuinely value, as it aligns perfectly with our professional requirements. I find TeamMate+ essential in managing various aspects of our work, such as planning, risk assessment, fieldwork, reporting, management responses, tracking, and scheduling to maximize our resource capacity. The adaptability and efficiency of TeamMate+, given our long-term use, have enriched our workflow significantly, allowing us to design and program to our specific needs. The newsletters and Walter's Cluers trainings help me stay updated on what the product offers, fostering continuous learning and improvement. Overall, my satisfaction is reflected in the high recommendation score I would give TeamMate+, rating it a solid nine out of ten. **What do you dislike about TeamMate?** I find occasional bugs in TeamMate+ mildly irritating as they require me to work through and resolve them, although they aren't major outstanding issues. Additionally, despite TeamMate+ offering its own analytics features, I've stuck with another analytics solution due to familiarity and haven't found a compelling reason to transition. This suggests that the inbuilt analytics might not fully meet all my needs or expectations, thus requiring an external solution to fill the gap. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ for training staff, project workflow management, and compliance with audit standards, benefiting from standardized processes and maximizing resource capacity. Compliance with the Global Internal Audit Standards. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Anthony. 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.  ### 47. An Indispensable Tool for Audit Management **Rating:** 5.0/5.0 stars **Reviewed by:** Sahil A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2026 **What do you like best about TeamMate?** I like the updates and new features in TeamMate+, especially the reporting API updates with features like the links, which are awesome. I also appreciate the support provided. **What do you dislike about TeamMate?** I find the customizability of TeamMate+ a bit lacking. There's also lots of different prices depending on the subscription, which can be confusing. **What problems is TeamMate solving and how is that benefiting you?** I use TeamMate+ as an admin to manage the audit repository, keeping one source of truth. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Sahil. 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.  ### 48. Easy, Straightforward Functionality That Just Works **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** Easy functionality. Straightforward to use **What do you dislike about TeamMate?** I do not anything I dislike about this application **What problems is TeamMate solving and how is that benefiting you?** We use this application as our audit repository **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. ### 49. Maximum functionality **Rating:** 4.0/5.0 stars **Reviewed by:** MARIA ISABEL P. | VP de Auditoría Interna, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about TeamMate?** The ability to cover the significant aspects of the audit cycle. **What do you dislike about TeamMate?** How challenging it becomes when you need to customize its operation to a process that deviates from the standards. **What problems is TeamMate solving and how is that benefiting you?** Some opportunities are: TeamInsights: 1. Allow the creation of more complex filters by enabling double parentheses "((" "))" to structure formulas 2. Facilitate the printing of conditions included in reports 3. Allow reordering of conditions within the same report 4. Do not allow the deletion of a field from a report that has a programmed condition 5. Given the limitation in templates, include the function to remove duplicates in the report 6. Include a report of uncompleted, unreviewed, or rejected timesheets 7. Be able to include more fields in filtering Surveys: 1. Viewer for the survey administrator (evaluation or project) to complete 2. Centralized report of survey results Panel: 1. Expand a format for risk information panels 2. Include more fields to represent on dashboards 3. Enable multiple panel tabs to organize content 4. Be able to control the colors used to standardize between dashboards 5. Include the option to filter by null values Filters in general: 1. Include the option to filter by null values 2. Include filters in the Audit Reports option Evaluation: 1. Include the option for mass update of ratings 2. Allow other types of risk to have different valuation formulas TeamStore: 1. Include the option for mass update of fields Notifications: 1. Allow customization of the detailed period in some notifications (e.g., quarterly request for findings update) 2. Allow different notification templates for reports of various natures Dimensions: 1. Include the option for mass update of fields Tracking: 1. Be able to filter by unlaunched findings 2. Findings should not be subordinated to a dimension since at the time of tracking they need to be searched; that is, when a test is linked to a dimension, the resulting finding should not be linked there by default Requests: 1. Allow classification of the resource to which a document request is directed, as this option can be used to request from both the audited and the audit department collaborators. **Official Response from Rebecca Franchi:** > Thank you, María, for your valuable comments. At TeamMate, we are committed to continuous improvement, from our expert solutions to our customer service, so you can deliver high-quality audits and crucial information to your organization. We have shared your comments with our product management team for consideration. ### 50. Solid Audit Documentation Structure That Works **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** It contains the basic structure for documenting audit work **What do you dislike about TeamMate?** Less flexible for customization of reports **What problems is TeamMate solving and how is that benefiting you?** document archiving ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+16%3A24%3A13+-0500&secure%5Bsession_id%5D=de3ffa96-5d70-49ea-b5de-65711503ae65&secure%5Btoken%5D=303f6c6be6f35865a86975f2eece724d434d6e1a398c45bdfd9bc5c1dfca440b&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 SQL Server](https://www.g2.com/products/microsoft-sql-server/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)