Wdesk vs TeamMate Audit

AuditBoard

Spreadsheet Server

Caseware

RSA Archer Suite

Longview Tax

IDL Konsis

Compare Wdesk and TeamMate Audit based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

IDL Konsis is a cloud-based account management tool. It enables firms to streamline financial consolidation, disclosure, reporting, and analysis. Key attributes include automated currency conversions, goodwill amortization, deferred taxes calculations, matrix consolidations, and deconsolidation.

Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

Wdesk helps control, monitor and understand business data, helping teams work smarter while improving productivity and accountability with better insights

Access Controls/Permissions

Accounting

Activity Dashboard

Ad hoc Reporting

Alerts/Notifications

Approval Process Control

Archiving & Retention

Assessment Management

Asset Tracking

Audit Management

Audit Planning

Audit Trail

Budgeting/Forecasting

Collaboration Tools

Compliance Management

Compliance Tracking

Consolidation/Roll-Up

Customizable Dashboard

Dashboard

Data Connectors

Data Import/Export

Data Management

Data Visualization

Document Management

Drag & Drop

Financial Analysis

Financial Consolidation & Close Management

Financial Reporting

Forms Management

Framework Management

General Ledger

Generative AI

Income & Balance Sheet

Journal Entry Processing

Marketing Reports

Mobile Access

Monitoring

Multi-Channel Data Collection

Multi-Company

Process/Workflow Automation

Profit/Loss Statement

Real-Time Data

Receivables Ledger

Reminders

Risk Assessment

Risk Management

Sales Reports

Sarbanes-Oxley Compliance

Scheduled/Automated Reports

Scoring

Search/Filter

Self-Service Reporting

Status Tracking

Surveys & Feedback

Task Management

Version Control

Workflow Management

Wdesk

Web-based

The Workiva product development team is interested in and responsive to customer feedback, which continues to make their applications better and better.

Manager of Financial Reporting

Overall, I am satisfied with Wdesk functionality, it is user friendly, the link is awesome, and great customer service. Someone is always there to help whenever we need immediate assistance.

Direct, SEC Reporting

I am really satisfied with Wdesk and I continue to be impressed with the functionality, ease of use and increased productivity created by this product.

Risk Management Specialist

Wdesk has been an excellent solution for our Finance & Accounting team for SEC filings in that it provides automation and is effective and efficient.

Auditor

It is an excellent experience and much better than the tool we were using before. It also makes the reviewer of the work easy to use too.

Senior Accountant

I would like to add in this product are its simple user interface is so much attractive and appealing that I can easily work on that without any hesitation.

I am a satisfied user of Wdesk and completely happy with its all services.

Software Engineer

This application is surely recommended to those who have daily tasks and also great workload to handle.

We are always open to looking at other solutions for our reporting needs, especially to keep costs down, but so far this is the one that continues to impress us the most.

I like the interface of the product because it’s quite unique and it helps me to build task list and also too much my data into various sections according to my need.

Director of Finance

Better product, cost savings, increased efficiency.

Manager

Another issue is the lack of a drag-and-drop feature.

In addition, we have had quality customer support.

Manager Internal Controls

There is no workflow that enables a control/narrative to flow through for updating and review that is not manual.

Workiva allows you to link artifacts(attachments), but it often opens up on another tab instead of within your own tab. This makes it difficult to open several tabs.

If this is not done, a 5 tab Excel file will become a 40 page file in WDesk.

Wdesk screenshot: The Wdesk cloud platform connects documents, data, and people

Wdesk screenshot: Collaboration features connect organizations, content and teams to the most critical data

Wdesk screenshot: Wdesk provides a single source of truth across the enterprise with consistent data

Wdesk screenshot: Ensure consistency and accuracy in every step of the business process with recorded history and an audit trail

Wdesk screenshot: Version control features ensure teams work on the same version of documents and data

Large Enterprises

Mid Size Business

Small Business

AuditBoard is a cloud-based platform that helps businesses transform audit, risk, ESG, and more. The solution offers intelligent, collaborative capabilities that drive game-changing efficiencies by leveraging extensive, purpose-built workflows, automation, and analytics. It facilitates effective partnerships with stakeholders across the organization, building front-line ownership and a deeper understanding of organizational and operational risk.

Archer IT & Security Risk Management is a cloud-based platform that helps businesses maintain compliance and manage, investigate, and resolve technological risks. It enables users to record and report on security vulnerabilities, audit findings, regulatory obligations and more.

Caseware is a secure, end-to-end audit and assurance platform trusted by firms worldwide to deliver quality engagements.

TeamMate+ is an internal audit management system designed to help auditors and audit department leadership manage all aspects of the audit process. TeamMate+ enables businesses to identify risks, create assessment reports, schedule projects, allocate resources, capture time, and more.

Activity Tracking

Change Management

Corrective and Preventive Actions (CAPA)

Customizable Forms

Customizable Reports

Customizable Templates

Document Storage

Inspection Management

Internal Controls Management

Issue Management

IT Risk Management

Operational Risk Management

Real-Time Analytics

Real-Time Notifications

Real-Time Reporting

Reporting & Statistics

Reputational Risk Management

Response Management

Risk Reporting

Risk Scoring

Role-Based Permissions

Third-Party Integrations

TeamMate Audit

Windows

Internal Auditor

The GUI is modern and friendly. Most of the times it is fun to work with TM+, especially as champion user.

Senior Examiner 

TeamImage is probably the worst part of the program, although the program as a whole is really poor.

Senior Auditor

Survey text appearance is terrible (too small) with no option to change the font size. Timesheets don't preserve the selections made in the preceding weeks.

IT Audit Specialist

This is frustrating as some of that functionality was used by our team and now we have to wait to see if and when it will be added.

The customization of the backend to be able to make it work with our reporting and the support staff are very responsive and helpful.

Audit Supervisor

While we have only been live for a few weeks, the overall experience has been positive. We have enjoyed the new features and finding ways to streamline our work.

Ability to integrate with MS Office products and PDF is also great when it works as intended.

Certified Financial Examiner

This is confusing because I always have to go back in and figure out where I am in the review process.

I really like that it is a very user friendly program.

Sr IT Auditor

I enjoy how easy it feels to navigate the tool. There is not a huge learning curve.

Internal Audit Supervisor

The organizing and managing of projects is relatively easy to do. The added features not previously offered in TeamMate AM, offers an improved experience in audit management.

TM+ is the best aplication our Division ever had.

IT Auditor

I use TeamMate+ on a daily basis to document audit procedures and evidence. It provides a great platform for an audit management tool.

Auditor 

Excellent, value for money, built to flow with the entire audit process.

Associate Program Auditor

The ability to upload documents quickly. The integration with Microsoft and Adobe applications.

Easy to use, easy to navigate, the convenience it brings, and it augments auditing efficiency and functions.

Chief Internal Auditor

TeamMate+ is certainly value for money. It manages the Audit process well and reviewers can actually see the progress of the work being done by Auditors assigned to an Audit Engagement.

Audit Operations and Technology Lead

Great product and customer service. Managing an audit function from risk assessment to audit plan execution and reporting is easy and efficient.

Wdesk vs TeamMate Audit Comparison (2026)

Wdesk

TeamMate Audit

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

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