AuditBoard vs Caseware

TeamMate Audit

Spreadsheet Server

Diligent One Platform

Wdesk

Longview Tax

IDL Konsis

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

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.

Scrut Automation

Scrut is a governance, risk, and compliance platform helping organizations build security programs aligned with their risk profiles. It offers AI-powered tools for automated control monitoring, evidence collection, and compliance tracking across 60+ frameworks like SOC 2, ISO 27001, GDPR, and HIPAA. Features include third-party risk assessment, asset inventory management, and integrations with tech stacks to streamline audits and compliance workflows.

Netwrix Auditor

Automate many of the security, compliance and IT operations tasks that previously required hours to complete, so you can keep your organization secure and compliant without constantly being overburdened.

CrossComply by AuditBoard is a force-multiplier to help teams meet the scaling compliance needs of their business. Scaling is never easy, CrossComply allows teams to leverage automation through integrations and accelerate work, reduce redundancy, and improve visibility.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

AI/Machine Learning

Alerts/Notifications

Approval Process Control

Archiving & Retention

Assessment Management

Auditing

Audit Management

Audit Planning

Audit Trail

Business Process Control

Compliance Management

Compliance Tracking

Configurable Workflow

Customizable Dashboard

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Data Security

Data Visualization

Document Management

Enterprise Risk Management

Environmental Compliance

Evidence Management

Exceptions Management

FDA Compliance

For Healthcare

Forms Management

Framework Management

Governance

HIPAA Compliant

Incident Management

Internal Controls Management

ISO Compliance

Issue Management

IT Risk Management

KPI Monitoring

KRI (Key Risk Indicator) Monitoring

Mobile Access

Monitoring

Onboarding

Operational Risk Management

OSHA Compliance

PCI Compliance

Performance Metrics

Policy Management

Predictive Analytics

Process/Workflow Automation

Program Management

Project Management

Real-Time Analytics

Real-Time Data

Real-Time Monitoring

Real-Time Reporting

Reminders

Reporting/Analytics

Reporting & Statistics

Reputational Risk Management

Response Management

Risk Alerts

Risk Analysis

Risk Assessment

Risk Management

Risk Reporting

Risk Scoring

Role-Based Permissions

Sarbanes-Oxley Compliance

Scoring

Search/Filter

Security Auditing

Self Service Portal

Single Sign On

Status Tracking

Survey/Poll Management

Surveys & Feedback

Sustainability Management

Task Management

Third-Party Integrations

User Management

Vendor Management

Vendor Master Data Management

Vendor Risk Management

Version Control

Vulnerability/Threat Prioritization

Workflow Management

Reviews for AuditBoard come from a wide variety of industries, including financial services (10% of reviewers), banking (8%), and accounting (6%). The most frequent use case for AuditBoard cited by reviewers is audit (84% of reviewers).

Users and use cases

AuditBoard is an audit program with key features that include status tracking, issue management, role-based permissions, document management, compliance management, and more.

AuditBoard

Web-based

GRC Manager

It has provided efficiency and process improvements across the board, reutilizing evidence artifacts, automating evidence collection, and providing a great UX for stakeholders.

Sr. Auditor

I like that AuditBoard provides a centralized system, making it easy to manage audits, track issues, and access documentation all in one place for better efficiency and collaboration.

SVP Internal Audit

SOX Hub workflow including interface with control owners for documentation and evidence collection; AuditBoard Sync for real time editing of workpapers within the system

Internal Audit Manager - SOX and QAIP

The AuditBoard platform is highly customizable, which allows our team to tailor the data captured, and thus reportable, in our operational audits and ICFR.

IT Audit Senior Manager

Its simplicity of use, combined with multiple features important for Internal Audit/SOX work, such as controls and documents testing platform, outreach to stakeholders to perform periodic controls and provide evidence needed for testing, connectivity to other enterprise applications.

lack of segregated user access at admin level when managing multiple types of activities within one instance; for instance, not being able to restrict access to internal audit workpapers from other admins unless you have IA be the admin for the entire platform

SOX Compliance Manager

Also, I wish the SOX risk assessment feature was more robust and allowed for more streamlined mapping of control setup and chart of accounts.

Senior Internal Auditor

AuditBoard is an amazing tool to streamline evidence gathering, testing, risk and control matrix, and others all in one platform.

Internal Auditor Senior, IS and IT

The control certification functionality (using surveys to confirm if any control changes exist) unfortunately does not allow consolidation or bundling of controls for control owners.

IT Internal Audit

I used AuditBoard at my last company and was an advocate for implementing AuditBoard at my current company that managed the SOX program in Google Sheets.

Accountant

AuditBoard has great customer service; they respond to support tickets within 24 hours, but usually it is within hours of when I submit the ticket that I receive a response.  

Manager, Internal Controls

Annotate doesn't allow for excel files to be annotated unless you do PDF conversion which is not ideal.

Senior Reliability Compliance Specialist

What I like least about AuditBoard is the number of bugs and issues.

Audit Manager

I wish there was more formatting options in capturing Audit work documentation, like rich text fields - I don't want to put everything in an attached workpaper.  

It gives businesses the ability to easily monitor an always-changing risk & controls matrix.

While AuditBoard is fairly flexible, there are some limitations like its control hierarchy of Entity -> Process -> Subprocess.

Head of Internal Audit

Automation capability, Custom ABI Dasboards for monitoring, single source of truth for process documentation.

Manager, Audit Services

The ability to integrate our engagements into once place, including risks, while being able to more adequately manage each project.

I also love the workstream functionality so we can put as much into AB vs. email requests as possible.

Senior Auditor

The ability to customize different functionality based on your needs especially reporting and dashboard.

Sr. Manager, Internal Audit

The desire to be a connected risk platform, not just accommodate a single use case as an information repository.

Manager

WorkStream function is super useful for approval workflow, document request, or communicate with business owners

Internal Contril Senior Advisor

Yes, there is a lot of resource available, such as help center, community, inner circle, AB academy and such. Because there is so much information out there, it makes it difficult to find the solution you are looking for.

There are a bunch of small quirks in its core products, like SOXhub. When I've brought these items to the attention to the helpdesk and consultants, the response is always "suggest it as an idea in the community".

I like the streamlined feature of managing the risks & controls matrices as well as the Workstream.

Technology Audit Manager

Really like AB products and it does save lots of time for our team to manage our workload/pbc/follow-up/managing multiple workstream

The template system also creates a high level of efficiency, especially adding in templates created in prior years.

You can adapt it to most processes even though the company's processes are not in line with industry standards.

Cybersecurity Risk Manager

AuditBoard has definitely helped us improve our cybersecurity risk management practices, and we intend to use it a lot more to continue to improve.

Users outside of the IA team are able to quickly navigate to the RCM, PBC and certification page.

Additionally, AuditBoard has demonstrated a continuous effort to innovate with new system features & functionality.

It is great to have a platform that integrates elements of risk, audit, and compliance in one place.

Associate

For our shop as we have grown it has been a bit of a struggle to make changes to our environment ourselves and have rather needed to work with AB support members more often than not.

The Auditboard team is always willing to support and hear new ideas and pain points.

VP, Head of Internal Audit

The tool requires an excel plug-in, AuditBoard Sync, which requires individual installation on each machine, and requires the user to close out of all Microsoft Products to install.

Assistant Regional Internal audit Manager

It offers a range of features and tools to help auditors manage their work more effectively, including risk assessments, audit planning, testing and sampling tools, and collaboration tools.

Analyst II

I also like the ease of creating a report and new tools like visualizations and dashboarding.

Analyst

useful for internal audit purposes and being able to customize lots of functions

Sr. Manager, ERM

I love the ability to see our risk data in a way that provides insights.

CISO

As an organization, they seem to understand that and have an excellent process for getting your environment setup and working and some initial training completed.

Controls and Compliance Manager

I like that you can set up controls in 1 place and they can be used by the other modules/users.

There are certain features like automatic change to the controls in AB to be captured in the excel spreadsheets saved in AuditBoard that have the same controls listed.

SOX Senior Manager

The connected risk platform, all of the integration between modules, user-friendliness.

Onboarding stakeholders and control owners to AuditBoard is streamlined since the UI is user friendly.

Limitations on reporting/dashboarding based on preexisting fields

Assistant Audit Director

Tremendous opportunities to innovate our audit program and the flexibility to adjust as needed.

Internal Auditor

I wish there were more options to customize headings within OpsAudit.

Sr Audit Consultant

The tick and tie feature to audit support is lacking.

Senior Manager SOX Compliance

The easiness to connect risk to controls to applications all in one platform.

Sr. SOX Accountant

Narrative integration is great, however, the initial linking is a bit painful and time consuming to do.

User Interface

Control Management

Documentation

Workpapers

Email Requests

Workstream

Security and Access Control

Recurring bugs and disruptions

62% of reviewers feel negative about AuditBoard’s bugs and issues. Users report that software updates sometimes introduce new bugs or break existing functionality, leading to disruptions in their workflow. Some reviewers find that technical glitches, such as latency, timeouts, or lost work, can slow productivity and require additional support. Users think that inconsistent responses to support tickets and delays in addressing problems add to their frustration. Some users say that feature upgrades occasionally cause confusion or require extra steps, impacting their overall experience.

AuditBoard vs Caseware Comparison (2026)

AuditBoard

Caseware

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

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