--- title: TeamMate Reviews meta_title: 'TeamMate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 566 reviews by the users' company size, role or industry to find out how TeamMate works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 566 scale: '5' date_modified: '2026-07-17' 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:** 4.2/5.0 **Total Reviews:** 566 ## 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. Effortless Document Sharing and Smooth Team Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Shra t. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2026 **What do you like best about TeamMate?** 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. **What do you dislike about TeamMate?** 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. **What problems is TeamMate solving and how is that benefiting you?** Teammate helps streamline the audit process by bringing audit planning, documentation, review comments, and tracking activities into one centralized platform. It reduces dependency on multiple files and email exchanges, making it easier to manage engagements and maintain visibility over the overall audit progress. From my experience, it has helped improve collaboration within the audit team, made document sharing and review processes more organized, and provided better tracking of open points and action items. Having all engagement-related information available in one place saves time and makes the review process more efficient. ### 2. Streamlined, Paperless Audits with Easy Customization **Rating:** 4.0/5.0 stars **Reviewed by:** KYULE J. | Internal Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** 1. Assignment planning. 2. Risk management. 3. Audit automation (paperless). 4. Ease of customization. 5. Audit follow-up. **What do you dislike about TeamMate?** 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. **What problems is TeamMate solving and how is that benefiting you?** 1. Audit automation: The platform fully automates the audit process from planning through execution to completion. Working papers can be attached and stored for future reference, and the review-notes functionality supports quality improvement. It also includes strong text-formatting features. 2. Real-time collaboration between auditors and auditees: This makes it easier to work remotely, have work reviewed remotely, and track team members’ performance regardless of whether they are in the office or not. Overall, it improves efficiency while saving both time and costs. ### 3. Efficient and accessible for documenting audits under international standards **Rating:** 5.0/5.0 stars **Reviewed by:** Christian T. | Auditor Interno, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2026 **What do you like best about TeamMate?** 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. **What do you dislike about TeamMate?** 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. **What problems is TeamMate solving and how is that benefiting you?** The management of documentation for Internal Audit processes manually is a bit complicated as traceability is lost. With TeamMate+, integration of the processes has been achieved. ### 4. TeamMate Streamlines Internal Audit Workflows and Clarifies Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Alger Royd S. | Specialist, Audit & Compliance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** 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. **What do you dislike about TeamMate?** 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. **What problems is TeamMate solving and how is that benefiting you?** TeamMate helped us automate and integrate our core audit workflows, which has made our internal audit projects more efficient and effective. It solved our problem of managing multiple versions of audit documents by keeping everything organized in one place. It also improved our document request process by automating audit requests in the system and supporting follow-ups with auditees. ### 5. TeamMate+ Audit Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Tonibel C. | Senior IT Auditor, Banking, Enterprise (> 1000 emp.) **Reviewed Date:** March 14, 2023 **What do you like best about TeamMate?** 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. **What do you dislike about TeamMate?** 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. **What problems is TeamMate solving and how is that benefiting you?** It significantly streamlines and standardizes our entire audit process, offering a centralized repository for all audit-related documents. This not only enhances efficiency but also ensures consistency across audits. Additionally, supervisors can effortlessly monitor the progress of each engagement, enabling real-time oversight and facilitating timely interventions when needed. **Official Response from Rebecca Franchi:** > Thank you, Tonibel, 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. ### 6. TeamMate is user friendly and has many useful features for audit management **Rating:** 5.0/5.0 stars **Reviewed by:** Ken H. | Lead IT Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2023 **What do you like best about TeamMate?** 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. **What do you dislike about TeamMate?** 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. **What problems is TeamMate solving and how is that benefiting you?** It is solving our audit management problem. It's easy to navigate and has a good workflow process to manage audit projects. The performance is pretty good as there are very few errors or issues. Customer support is very responsive when I reach out. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Ken. 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. ### 7. Simple interface, reports via API, and very good support **Rating:** 4.5/5.0 stars **Reviewed by:** Humberto S. | Auditor Principal, Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** The interface is easy to use and the browsing history is really useful, especially when I'm working on several projects at the same time. The reporting API facilitates integration; for example, with PowerBI, to generate custom reports, as it allows access to all the information stored in TeamMate+. As for performance, it is acceptable, although I consider it one of the areas that should be improved. The support is also very good. In my organization, we receive it through the company GLOADSO and, every time we had to resort to it, the response was very satisfactory, especially in the migration process from TamMate to TeamMate+ which was carried out smoothly and without setbacks. Regarding the use of AI, I think its incorporation is a good idea, but it still needs to improve and be enhanced. Its use is basically limited to writing topics. The price is reasonable and the investment in the APIs is quickly recovered, especially in reporting and information exchange. **What do you dislike about TeamMate?** While it is very customizable, at times it becomes cumbersome to upload all the elements. For example, perhaps the most cumbersome is that you have to load the holidays of all the countries where the organization operates one by one and each year, and the same goes for several other issues. This can be solved with the data exchange API. The performance is somewhat slow at times in terms of response time. **What problems is TeamMate solving and how is that benefiting you?** TeamMate+ is highly configurable and allowed us to adapt the tool to the audit process we have in the organization, whereas with other tools we evaluated, we had to adapt our process to the tool. The issue of reporting was fundamental for us, and TeamMate with the reporting API solves it in the best possible way, as it provides access to all the information and allowed us to generate the reports we need in the way we want to see them and with the tool we are already familiar with in the organization. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Humberto. 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.  ### 8. End-to-End Audit Management Made Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Becca O. | Principal Auditor, Systems, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** End to end management of the audit process, Central management of audit projects, audit trails, no need for paperwork. **What do you dislike about TeamMate?** I have noticed of late that it does not auto save my work like it used to. Timeouts have resulted to loss of work done which is very frustrating. I now have to remember to keep saving as I go. Please enable auto saving. **What problems is TeamMate solving and how is that benefiting you?** Prior to Teammate, each member managed their own work and had to send it to the supervisor for reviews which took time and sometimes the trail would be lost and quite some time spent in manual work like report writing. There were also variations of work done from one staff to another. Now we centrally manage all our projects and reviews can be done real time and a trail of all requests and reviews are maintained. It also provides a standardized platform for all our projects and automated processes such as report generation. This has resulted in about 30% of time saved, improved quality and output of work. **Official Response from Rebecca Franchi:** > Thank you, Becca, 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. TeamMate Streamlines Working Papers and Keeps Quality Reviews on Track **Rating:** 5.0/5.0 stars **Reviewed by:** Lonwabo N. | Internal Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** It makes it easier for auditors to upload working papers and work on the working papers while you are automatically saving them to the TeamMate file. There are lot of option on teammate where you can also show only findings, and coaching notes to prepare the report easier. It also shows you items that are not prepare and you cannot close the file before preapring everything which also helps on the Quality reviews. **What do you dislike about TeamMate?** All the features of Teammate are perfect. You can even use it offline. **What problems is TeamMate solving and how is that benefiting you?** Before using TeamMate, it was more difficult to manage audit documentation, track the progress of audit engagements, and monitor the resolution of review notes. Audit evidence was less centralised, making collaboration and quality reviews more time-consuming. TeamMate provides a centralised platform for planning audits, documenting working papers, assigning and tracking review notes, monitoring audit progress, and maintaining a complete audit trail. This has improved collaboration between auditors, seniors, and managers, enhanced the consistency and quality of audit documentation, and made it easier to monitor the status of each engagement. **Official Response from Rebecca Franchi:** > Thank you for sharing your feedback with us, Lonwabo. 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. ### 10. One of the best audit tool for auditors **Rating:** 4.5/5.0 stars **Reviewed by:** Shagen G. | Group Chief Audit Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2026 **What do you like best about TeamMate?** It’s very intuitive for an auditor because it’s clearly designed around an audit workflow. It integrates the Global standards, and it works really well for both small and large teams. The onboarding and early support were exceptional, and they made our journey very smooth. **What do you dislike about TeamMate?** While it’s highly customisable, relatively flexible, and generally easy to use, the biggest drawback is how it displays information for managing the audit function and producing dashboards. These features do exist, but they require manual workarounds to be truly useful. **What problems is TeamMate solving and how is that benefiting you?** The main benefit for us is how easy it is to track and monitor audit workflows in one platform across multiple jurisdictions. It also helps us standardise our workpapers and, with its AI integration, supports auditors in writing more clearly. On top of that, it helps us plan resources effectively and makes it easy to report on our KPIs. **Official Response from Rebecca Franchi:** > Thank you, Shagen, 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. ## 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/teammate-review-7770482?section=pricing&secure%5Bexpires_at%5D=2026-07-17+08%3A39%3A57+-0500&secure%5Bsession_id%5D=d2bab02e-8c7b-45eb-b179-e41aa2435d8d&secure%5Btoken%5D=3db6c529815c3b5dd193c6d9ddd4bc246ffd1a9c8408f14f7c4b96fb21fc87dc&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) - [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 (1,586 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)