TeamMate+ Pricing, Features, Reviews & Comparison of Alternatives

TeamMate+

Internal audit management software

4.5/5 (10 reviews)

TeamMate+ overview

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 risk, create assessment reports, schedule projects, allocate resources, capture time and expenses, and track issues, as well as create, track and manage audits, via an advanced electronic working papers database.

TeamMate+ provides teams with visibility into the audit process through dashboards and audit assignment status updates. The centralized platform gives departments quick insight into ongoing audit work, issues, staff availability, and more. Report scheduling and delivery capabilities offer valuable insight into auditing performance. TeamMate+ also provides configurable audit reports, project phase workflow options, and document request management and capacity planning tools.

TeamMate+ supports compatibility across all browsers and devices, giving users the flexibility to manage the auditing process via any internet-enabled device, including desktops, laptops, tablets, and mobiles. TeamMate+ is also optimized for touchscreens, allowing users to choose how they work, as well as when and where. The platform offers flexible and personalized working views, along with configurable fields and workflows, enabling users to manage custom workflows and perspectives, and user groups and assignments.
www.teammatesolutions.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 8 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa

Supported languages

English, Chinese (Simplified), French, German, Italian and 4 other languages, Japanese, Portuguese, Spanish, Thai

TeamMate+ reviews

Excellent
5

Very good
5

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.5
  4.3
  4.4
  4.3
Anonymous

Great for Internal Audit

Used daily for 2+ years
Reviewed 2019-01-10
Review Source: Capterra

TeamMate has really helped organize our work papers and segregation of duties with work paper review. Overall, I would say our team is satisfied with the product and will continue to use it.

Pros
TeamMate is a great one stop shop for all things Audit. It keeps work papers very organized, has inherited segregation of duties (one person has to create a work paper, another review, another approve etc.). Its interface is very easy to navigate, and you can copy/paste/edit audit program templates to save time as well. Overall, I would say the department is very happy with it.

Cons
There were 2 major cons to TeamMate from our perspective. First, when you deleted a work paper in your procedures area, the link still stayed live in the references so it makes the references section messy and inaccurate unless you manually delete it there as well. Second, when we wanted to share our work papers with our external auditors, it makes it a bit difficult. You have to individually export all the work papers/attachments which makes it time consuming, yet we don't want to give our external auditors direct access.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Anonymous

Fully integrated audit software

Used daily for 2+ years
Reviewed 2018-05-02
Review Source: Capterra

Best audit software currently in the market

Pros
TeamMate allows accountability in the audit process and team and visibility through its dashboards and has a friendly user interface. TeamMate simplifies and increases productivity of the entire audit process

Cons
The reporting functionality of the application is inefficient especially if an organization requires granular and customized reports

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Cristy Lemus

Audit

Used daily for less than 6 months
Reviewed 2018-12-05
Review Source: Capterra

Overall this application is easy to navigate and helps in keeping projects and files organized pertaining to each phase. There are some feautures that could use an update (as mentioned) but overall this application serves its purpose.

Pros
I like the feature where you can open any spreadsheet and save directly into TeamMate without having to upload file into my project again. I also love the linking of documents: ie: I can link an important email into a project file without attaching the entire document. The outlook tiny icon will take you directly to that specific email pertaining to that project.

Cons
I dislike the project dashboard that has multiple tabs to search projects in. There should only be one search bar to search for all projects in the application, versus searching in each tab until finding what you’re looking for. Also, I dislike that a file that was labeled complete for review will automatically go back to incomple or “yellow” each time you touch the file without asking if that’s what you intended to do.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 5/10

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Anonymous

TeamMate Audit Software

Used daily for 6-12 months
Reviewed 2019-01-28
Review Source: Capterra

Pros
It's a great place to store all your workpapers and it's convenient to collaborate with other colleagues. You're able to work on/edit the same documents, leave feedback, and sign off on them.

Cons
Just small things - I encountered a lot of challenges when hyperlinking documents. Sometimes the software would just crash but my work would not be saved. I always worked offline and copied and pasted into TeamMate just to be safe.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Anonymous

TeamMate + keeps you in control of your audits

Used weekly for 1-2 years
Reviewed 2018-11-04
Review Source: Capterra

Pros
Teammate + Audit is a great tool to keep control over your audits, as everything pertaining to the audit is in one place. The green dot system makes sure that there is no need for back and forth communication when a section is ready for review. You simply follow the green dots.

Cons
The review process can be quite cumbersome. If this could be simplified so that if you have review rights the system automatically lets you do all functions of a reviewer without having to log in and out. Besides this, the software us awesome.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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TeamMate+ pricing

Pricing options
Subscription
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Contact Wolters Kluwer for pricing information.

TeamMate+ features

Activity Dashboard
Workflow Management

API (216 other apps)
Accounting Integration (147 other apps)
Accounting Management (147 other apps)
Audit Trail (101 other apps)
Automatic Notifications (133 other apps)
Billing & Invoicing (147 other apps)
Compliance Management (133 other apps)
Customizable Reporting (132 other apps)
Data Import/Export (139 other apps)
Electronic Payments (135 other apps)
Expense Tracking (136 other apps)
Financial Analysis (104 other apps)
Invoice Management (194 other apps)
Invoice Processing (123 other apps)
Multi-Currency (130 other apps)
Real Time Data (128 other apps)
Reporting & Statistics (183 other apps)
Third Party Integration (149 other apps)

Additional information for TeamMate+

Key features of TeamMate+

  • Alerts/Notifications
  • Analytics
  • Audit Planning
  • Corrective Actions (CAPA)
  • Document Request Management
  • Operational Risk Management
  • Personalized Working Views
  • Response Management
  • Risk Reporting
  • Risk Scoring
  • Workpaper Management
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