The fact that I am able to do my audit work in compliance with the standards. Teammate has it all figured out from planning, field, reporting and all the way to follow up. All I have to do is follow the steps as my work progresses. Review collected by and hosted on G2.com.

Creating work programs in the system can be challenging. You have to do it a number of times to be master all the steps. Review collected by and hosted on G2.com.

The dashboard tool is helpful to visualize status of projects, findings, etc. The interface within audits is helpful to monitor detailed status. Review collected by and hosted on G2.com.

The reporting is limited in what fields you can bring into it. At times, I find myself extracting data and moving it to Excel to create more usable reporting and metrics. The user interface from the most recent update is less user friendly, I would prefer the older format. The license fees are probably comparable to competitors, but I am not sure I believe it provides equivalent ROI. Review collected by and hosted on G2.com.

It has been generally reliable. It has most of the features we need and are able to customize enough to meet our needs. It is easy to access and use for the most part. Review collected by and hosted on G2.com.

There are certain things that are not customizable that would help make things easier for us. They got rid of a prepared/reviewed tracker that we appreciated. THe user interface changed a couple years ago and I liked the old one, although im getting used to the new one and can appreciate the benefits. Review collected by and hosted on G2.com.

TeamMate is easy to use for managing audits, tracking workpapers, and keeping documentation organized in one place. It helps standardize the audit process, improves visibility into progress, and makes collaboration across the team more efficient. The reporting and workflow features are especially helpful for keeping engagements on track. Review collected by and hosted on G2.com.

Certain workflows can take too many clicks. Reporting customization could also be more flexible. Review collected by and hosted on G2.com.

TeamMate Analytics has been one of the most valuable tools in our audit toolkit. Its Excel-based interface is intuitive and easy to pick up, and the extensive library of audit tests helps automate routine analysis while quickly uncovering risks that might otherwise be missed. It saves a considerable amount of time during planning and testing, strengthens audit coverage, and delivers reliable, repeatable results. Being able to analyse large volumes of data efficiently has improved both the effectiveness and overall quality of our audits. Review collected by and hosted on G2.com.

The primary areas for improvement are the user interface and performance when working with large datasets. Some advanced functions require significant training to use effectively, and the reporting and visualisation capabilities are less modern compared to other analytics platforms. Improved usability, faster processing, and enhanced dashboard features would make the tool even more effective for auditors. Review collected by and hosted on G2.com.

Ability to customize and modify the software to align with the department processes and terms. Generally, it's the ability to turn on and off features of the product to build simplicity and alignment on IA processes. For example, simplifying the data entry windows and turning off fields is very important. For the fields that are kept, the ability to rename is great. While TeamMate is very robust and complex, for a smaller team, all the features is overwhelming and just not relevant. Over time, I would pick and choose new features to enable to mature our organizations use of the product on an annual basis. Review collected by and hosted on G2.com.

One area that should be improved is the automated email functionality (notifications). The existing engine is very basic and we've had to do many work arounds to leverage the functionality. I've had many issues when the email template was corrupted, and the auto reminders for open issues did not go out. I'd like to set non-standard timeliness for issuing emails instead of "30 days before quarter close" as it is setup. Likewise, the format of the email is so basic, I have to make extra efforts to management to prep them that the TeamMate reminder email is not SPAM. The email font, spacing, and overall look options is outdated. Review collected by and hosted on G2.com.

I like the ability to search for workpaper files and objects via keyword search. I also like the ability to quickly change views by switching from Project to Workpaper Status Management. This allows me to quickly see the status of each workpaper file and whether they are signed off on as completed and reviewed. I also like the ability to sort on Workpaper State, which allows me to quickly see what workpapers are and are not in a 'Reviewed - Accepted' state. Review collected by and hosted on G2.com.

It can take a while (at least 30 seconds) just to open each file within TeamMate+. I've also noted that the TeamMate+ Excel Add-In we currently use causes Excel to take 5-10 more seconds to open than without the Add-In enabled. Review collected by and hosted on G2.com.

I like that TeamMate+ eliminates the need for manual tracking of audit activities and reduces the complexity of managing multiple versions of working papers. It enhances collaboration among my audit team and ensures that all audit evidence is stored securely and in an organized manner. I also appreciate that it provides a single, centralized platform for managing the entire audit process, making it valuable because all audit-related information is stored in one secure location, which eliminates the need to work with multiple spreadsheets and shared folders. Review collected by and hosted on G2.com.

At times the system is slower than expected especially when uploading large supporting documents. Also progress/changes are not always saved even when you press the save button. You need to press it more than a few times before it gets saved. Bit of challenging but came alright. Review collected by and hosted on G2.com.

Overall, it’s well structured and easy to use. Review collected by and hosted on G2.com.

The system configuration lacks flexibility; it feels too rigid and doesn’t leave much room for adjustment. The system also lacks AI capabilities. Integrations come at an additional cost, and performance is okay overall. Support and the onboarding process are well managed. Review collected by and hosted on G2.com.

Teammate serves as a central repository for findings and recommendations. It makes it easy to assign action plans to business contacts and automates follow-up on the agreed actions, ensuring they are tracked against their deadlines. Review collected by and hosted on G2.com.

I disliked TMA, it's very basic Analytics, it's not user-friendly. I also dislike the Risk Assessment capability, since it does not provide the user the ability to automatically update their risk scoring. Review collected by and hosted on G2.com.