I use TeamMate+ on a day-to-day basis to manage internal audit engagements efficiently. What I like the most is that the audit process is centralized, which means everything from audit planning to follow-ups is in one place. This makes it easier to stay organized, track progress, and work along with the team. It's valuable to me as it saves a lot of time because everything related to an audit is stored in one place, allowing me to quickly access all documentation, track the status of engagement, and see review comments without switching files. I also appreciate that the TeamMate+ support team does a great job in guiding through any issues. Review collected by and hosted on G2.com.

Overall, TeamMate+ works well for me. But one thing I slightly struggle with is some of the configuration options being difficult to understand, especially for first-time users. Another thing is that the navigation could be more streamlined, as some icons require to be clicked on twice to be opened. Additionally, while the TeamMate+ support team does a great job in guiding for any issue, it would be really helpful if the guidance within the software was a bit more comprehensive. Review collected by and hosted on G2.com.

Having a single tool to manage all the activities of an internal audit team is a real asset. No functionality is missing, and the interface of TeamMate is both flexible and very pleasant to use on a daily basis. Customization is also a strong point that we particularly appreciate. Review collected by and hosted on G2.com.

No tool is perfect: the abundance of menus and possible choices can make it complex to handle at first. There are still some missing connection possibilities with other tools on the market (for example eFront, which we use for our internal control teams). Review collected by and hosted on G2.com.

Very versatile: it allows you to build a reliable and customized workflow. Almost like a Lego set but with the advantages of a scalable, resilient system with AI integrated securely and where it really matters, safely. Review collected by and hosted on G2.com.

The competition in writing by multiple users on the same online text form, as far as I know, does not currently include mechanisms for signaling to avoid overwriting and data loss. Therefore, it is necessary that activities are distributed considering that in online forms, users can overlap with potential data loss. A simple "traffic light" indicating a model currently in use would suffice to signal to someone accessing shortly after to proceed with caution. Technically, this is more complex than it seems (a user might access a form just out of interest to read), but a check-in/check-out mechanism for the forms should, in my opinion, be implemented at least optionally for those with a workflow where multiple users are working on the same form. Review collected by and hosted on G2.com.

I like that TeamMate keeps audit work organized in one place. It is also helpful for reviewing work, tracking issues, and following up on action plans. TeamMate is worth the price because it helps organize audit work, evidence, reviews, and issue tracking in one place. It saves time, improves follow-up, and makes audit work easier to manage. TeamMate is worth the price because it helps organize audit work, evidence, reviews, and issue tracking in one place. It saves time, improves follow-up, and makes audit work easier to manage. TeamMate is worth the price because it helps organize audit work, evidence, reviews, and issue tracking in one place. It saves time, improves follow-up, and makes audit work easier to manage. Review collected by and hosted on G2.com.

Sometimes, It can be difficult to generate reports in the exact format needed without doing extra work outside the system. Review collected by and hosted on G2.com.

The platform made it easy to share project documents and supporting files, ensuring everyone had access to the latest information in one place instead of relying on email exchanges.

It also helped the team coordinate work more effectively by allowing members to divide responsibilities, track progress, and collaborate without duplicating efforts. Review collected by and hosted on G2.com.

Overall, the system is reliable, but there are times when it feels a bit slower, especially while working on larger audits or uploading/accessing multiple documents. Review collected by and hosted on G2.com.

1. Assignment planning.

2. Risk management.

3. Audit automation (paperless).

4. Ease of customization.

5. Audit follow-up. Review collected by and hosted on G2.com.

1. The feature set feels limited, especially the absence of AI capabilities in on-premises software hosting.

2. Notifications are sometimes delayed; by the time they start working, the intended purpose has already expired or is no longer applicable. For example, password-change notifications for auditees may arrive too late, so they end up having to ask the champion to change the password instead of using a “forgot password” function. Review collected by and hosted on G2.com.

Support the Audit processes in compliance with the International Standards on Auditing, which generates efficiency and effectiveness when documenting from planning to follow-up. Additionally, its prices are affordable, with good performance. Review collected by and hosted on G2.com.

There are several aspects that require significant improvement such as:

1. Improve the management of response to recommendations, as it currently does not allow documents or images to be uploaded that would enable business contacts to respond, nor does it show if the recommendation has already been implemented.

2. Document requests should have a better traceability flow, as it currently lacks a flow that demonstrates that the administration sent the documentation and that the audit agreed with the information submitted, and in case the Audit has a counter-response, it should be possible to do so from the tool. Review collected by and hosted on G2.com.

TeamMate greatly helps me manage internal audit workflows more efficiently and report audit observations more clearly. We open audit engagements in the system and manage our day-to-day activities there, including creating risks and controls and setting up audit test procedures. The system also helps us manage and automate requests for required documents, as well as follow up with auditees. Review collected by and hosted on G2.com.

Although we have integrated our audit report template into TeamMate, we still need to manually edit the system-generated report to align it with our template. This is due to system limitations, such as the inability to create a summary table for all findings and to insert appendices that support our audit observations. Review collected by and hosted on G2.com.

TeamMate+ optimizes and streamlines the entire audit lifecycle, from initial planning and execution to communicating results and tracking identified exceptions. It enhances efficiency by automating key tasks, ensuring smooth collaboration across teams, and providing real-time insights into the progress of audits. By centralizing audit data, TeamMate+ enables seamless communication with stakeholders and fosters a proactive approach to monitoring and addressing exceptions, ensuring compliance and minimizing risks. Review collected by and hosted on G2.com.

After over a year of utilizing TeamMate+, we've encountered some system limitations that have prevented full utilization of certain modules. These limitations include the restriction of sending document requests to only a single recipient, the absence of search or sort functionality in the Response Tracking module, and the inability to configure more complex formulas for risk assessments within the system. We hope that these challenges will be addressed in the next version update, as resolving them would greatly enhance the system’s functionality and efficiency for our team. Review collected by and hosted on G2.com.

I like that you can move Control, Risk, and procedure objects by dragging and dropping them within a project. It's also very helpful that batch assign and batch review multiple objects especially when you have a large audit program with many risks, controls and procedure objects. Review collected by and hosted on G2.com.

The one thing I dislike is the Time Tracking module as it is very clunky. I wish there was an easier way to find all of the projects you are assigned to instead searching for each individual project in the title bar. Searching each project one by one takes way to much time. There needs to be a display screen to show ALL projects you are assigned to and be able to add time based on each phase of the project. Review collected by and hosted on G2.com.