--- title: "TeamMate Audit Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TeamMate Audit Software - reviews, pricing plans, popular comparisons to other Audit products and more." source_url: "https://www.capterra.com/p/143239/TeamMate-Audit-Management/" page_type: "product" language: "en" --- # TeamMate Audit Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) TeamMate Audit ## What is TeamMate Audit? TeamMate is purpose built to assist audit teams efficiently and effectively move through the audit workflow. From establishing annual plans to planning audits, from fieldwork and execution to reporting, to closing the audit and follow-up. Using configurable workflows to collaborate with stakeholders and collect data in real-time, to deliver critical insights to stakeholders. ## What is TeamMate Audit used for? [Audit](https://www.capterra.com/audit-software/)[Risk Management](https://www.capterra.com/risk-management-software/) Recognitions Shortlist Overall rating Based on 117 user reviews Reviews sentiment Positive 91% Neutral 8% Negative 2% Starting price $0.01 Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Risk Management / 2026 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Rating Breakdown 4.3 +− Features4.1 Value for Money4.2 Ease of Use4.2 Customer Service4.1 Rating Breakdown 4.3 Features4.1 Value for Money4.2 Ease of Use4.2 Customer Service4.1 ## TeamMate Audit Reviewers Verdict Updated August 2026 AI summary - TeamMate Audit is best suited to internal audit teams and managers seeking centralized oversight of audit activities and documentation. - Its main advantage is strong audit lifecycle management that brings planning, tracking, and reporting together for greater control and visibility. - Organizations benefit from improved coordination, easier tracking of findings, and more consistent execution of audit processes. - Reviewers note pain points like limited customization in reporting, occasional bugs, some challenges with batch procedure management, and a learning curve for new users. - It fits teams that value structured audit workflows and compliance, but may require workarounds for advanced reporting or bulk updates. ## TeamMate Audit alternatives Highest Rated [4.8 (255)](https://www.capterra.com/p/143579/SiteDocs/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (414)](https://www.capterra.com/p/148230/SOXHUB/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (355)](https://www.capterra.com/p/141080/iAuditor/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.5 (540)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting price $25000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/143239/TeamMate-Audit-Management/alternatives/) ## FAQs about TeamMate Audit Overview ### What problems does TeamMate Audit solve? TeamMate Audit solves scattered audit documentation, inconsistent audit procedures, weak issue follow-up, and manual status chasing by centralizing planning, workpapers, evidence, reporting, reminders, and dashboards in one workflow. Internal audit teams, audit managers, compliance leaders, and distributed auditors benefit most from better visibility, accountability, and faster review cycles. Answer based on 97 reviews Overview ### Which roles and teams benefit most from TeamMate Audit? TeamMate Audit is most used by internal auditors, senior auditors, audit managers, and internal audit leaders who need to plan engagements, document testing, track findings, and standardize audit workflows. IT auditors and audit operations teams benefit from stronger risk oversight, issue management, reporting consistency, and collaboration across complex assurance programs. Answer based on 116 reviews Overview ### What company size and industries is TeamMate Audit built for? TeamMate Audit is built for enterprise internal audit departments, with 59% of reviewers from enterprises and Banking the top industry at 23%. It also serves Financial Services at 11%, Insurance at 10%, and some smaller organizations, with 25% from small businesses and 16% from midsize companies, primarily for audit work. Answer based on 117 reviews Features and Usability ### What are the key features of TeamMate Audit? TeamMate Audit includes core audit management features such as risk-based audit planning, issue tracking, workpaper and document management, and reporting dashboards. Differentiating capabilities include customizable templates and workflows, automated notifications and reminders, role-based permissions, and Microsoft Office integrations that support audit execution, review, and follow-up. Answer based on 77 reviews Integrations ### Which third-party tools and platforms does TeamMate Audit integrate with? TeamMate Audit integrates with Microsoft Excel, Microsoft Word, and Adobe PDF Library. Reviewer mentions center on Excel for importing, editing, and managing workpapers, Word for audit report templates and document editing, and PDF support for page-level document references during audit documentation and review. Answer based on 17 reviews Getting Started and Support ### What training and onboarding options does TeamMate Audit offer? TeamMate Audit provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide recorded walkthroughs for self-paced review. Answer based on 9 reviews Getting Started and Support ### What customer support options does TeamMate Audit offer, and how do users rate the experience? TeamMate Audit offers email/help desk, FAQ/forum, a knowledge base, phone support, and 24/7 live rep assistance. Users describe support as helpful during onboarding and issue resolution, but experiences are mixed: some report long response times, difficulty reaching phone support, understaffing, and unresolved tickets for urgent or technical problems. Answer based on 19 reviews Security ### How does TeamMate Audit handle data security and access control? TeamMate Audit uses cloud-based, web-based storage, check-in and check-out controls, segregation-of-duties rules, and sign-off workflows to protect audit documentation and limit inappropriate review access. Reviewers also describe it as secure and easier to save, though some report glitches, crashes, unclear save confirmations, and occasional work not being saved. Answer based on 10 reviews Features ### What features does TeamMate Audit offer for audit teams? TeamMate Audit offers broad audit management features, including linked workpapers, risk-based planning, report templates, and shared project storage. Internal audit teams often value the flexibility and document connections, but many users also mention a learning curve, repetitive steps, missing functions in some areas, and occasional setup or performance frustrations. Answer based on 33 reviews ## Features AI summary Based on 1,886 Audit reviews Capterra reviewers point to these as the top features buyers look for in audit software: - **Document Management** (**43%** of reviewers rated this feature as critical) - **Compliance Management** (**47%**) - **Risk Assessment** (**42%**) TeamMate Audit supports all three features that reviewers rank highest: Document Management, Compliance Management, and Risk Assessment. Together, these capabilities help businesses keep audit records organized, track regulatory requirements more effectively, and identify potential issues earlier, giving teams a clearer view of risk and supporting more consistent audit processes. Document Management 4.4 (48) 97.92% of 48 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Compliance Management 4.0 (28) 89.29% of 28 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier Risk Assessment 4.2 (38) 89.47% of 38 reviewers that rated this feature as important or highly important Initiate collection and analysis of known risks Mobile Access 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Corrective and Preventive Actions (CAPA) 4.0 (24) 95.83% of 24 reviewers that rated this feature as important or highly important Investigate and take action at root cause or error in processes to prevent recurring issues Data Visualization 4.2 (27) 88.89% of 27 reviewers that rated this feature as important or highly important Graphical representation of data TeamMate Audit 53 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI Text Generation: Allows users to generate text based on a text prompt. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Performance: Provide information on the performance of the audit activities and processes. - Audit Planning: Create a targeted plan, schedule resources, and determine long-term goals for the audit process - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Change Management: Track and monitor efficient handling of all changes/transitions - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Forms Management: Store, manage and track all forms in a centralized location - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Internal Controls Management: Ensure internal objectives and compliance with policies are met - ISO Compliance: Guidelines set by the International Organization for Standardization - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - IT Risk Management: Manage risks related to IT systems - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes - Predictive Analytics: Predict future data based on historical data sets - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reputational Risk Management: Identify, monitor, and assess risks to brands - Response Management: Planning and managing of resources and procedures to mitigate the impact of events and incidents - Risk Alerts: Notifying as a warning or reminder of a potential or imminent hazard - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Reporting: Reporting of risks associated with specific actions, events, or entities - Risk Scoring: Assess and score risks using risk matrices - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (117) 4.1 Based on 117 reviews ## Pricing Value for money 4.2 (95) Basic $0.01 Per Year Value for money 4.2 (95) 4.2 Based on 95 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.1 (104) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.1 (104) 4.1 Based on 104 reviews ## User reviews Overall rating 4.3 Based on 117 reviews Filter by rating 5(50) 4(56) 3(9) 2(1) 1(1) Mentioned topic Sorted by most recent Kari J. Internal Auditor Banking ### "A necessary tool for auditors" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 11, 2026 Overall, TeamMate is crucial to my job and it helps me organize my audits and audit follow-ups. It simplifies many aspects of auditing. Pros TeamMate is a great tool for organizing audit workpapers and documenting testing. It also offers an easy way of recording when workpapers are completed and reviewed and approved and when audit recommendations are implemented. I appreciate that it sends automated reminders to those who have tasks assigned to them, as well as automatic notifications when issues, recommendations, and reports are available for them to view. This task automation cuts down on the amount of time I have to spend manually sending these out. Cons I find TeamMate to be very glitchy at times, with work sometimes not being saved. There are also frequently formatting issues when pasting in text from other sources, especially from PDF files. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MA musalam A. it Information Technology and Services ### "Good support for Audit processes" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 9, 2025 I am a technical user, and the baseness team are the ones who mainly use Teammate+ Audit............ Pros ease to manage audit task, save time, flexible & customizable according to organizational needs..... Cons I like the user-friendly interface and how is help save time by centralizing all audit work in one place Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JL Jose L. Data Mining Specialty Banking ### "TeamMate+ Audit is the auditor’s best friend." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 13, 2025 My overall experience has been very good. I am the administrator of the tool, and it’s just a matter of adapting to it. One thing I can mention is that I find the documentation for TM AM to be a bit more comprehensive, which can reduce the amount of testing needed to understand each feature of the tool. Pros Some of the things I like about TeamMate+ Audit are that it is a tool very adaptable to the different needs of the department, but what I like the most is that it is very easy for auditors to efficiently complete the execution of projects. Cons I think it could be improved so that the evaluation can average the risk, even when assessed across different projects, rather than just showing the value from the most recent project evaluation as it does currently. Additionally, since it would be an average, you could visualize the evaluation for each project, perhaps in a report. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 18, 2025 Thank you for sharing your feedback with us, Jose. 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.  Karim A. Division Manager Banking ### "Teammate + Audit " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 9, 2025 Teammate+ tool is very useful for automation of audit tasks, very easy to modify and keep audit files in right place. Pros Easy to use and automation of various tasks, documentation are also useful. Very good support system from vendor. Cons Some tasks are repetitive and time consuming to complete each tasks and steps to move ahead, this can be improved. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 12, 2025 Thank you, Karim, for your valuable feedback. 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 delivered your input to our product management team for consideration. GA Germaine A. Head, Internal Audit Oil & Energy ### "Potential to be Greater" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 7, 2025 I'm happy with TM+ as we use the risk and controls management function, audit files and issue management. Pros Ease of use when performing audit engagements and the management of audit actions. Appreciate the views available to review data sets. Cons 1.Poor reporting functionality as we cannot create custom reports. 2.Audit action date change not reflected on Issue Management home screen. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 12, 2025 Thank you, Germaine, 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. AN Anonymous User Auditor Accounting ### "Review of Teammate Audit Software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 7, 2025 It has been good so far. I like that it keeps getting upgrades that are tailor made to meet the pain points of most audit firms Pros I really appreciate the issue tracking and recommendation closure features on Teammate. They make it much easier to follow up on audit issues, monitor progress, and ensure timely closure—very helpful for maintaining accountability and visibility throughout the audit process. Cons Limited in Power point outputs. We need to do a manual power point presentation to the board due to this. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 21, 2025 Thank you for sharing your feedback with us. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so 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.  MP Melissa P. Audit Manager Banking ### "Review on TM" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 August 5, 2025 My overall experience is good. I think Teammates serves it purpose with it's usefulness and allowing a centralized location to store all audit related workpapers. Pros Convenience on having a centralized location for audit workpapers. The platform is very well organized. Cons It sometimes takes a while for files to upload. It might be challenging at times navigating through the various features. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 6, 2025 Thank you, Melissa, 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. AN Anonymous User IT Staff Auditor Banking ### "Project Management for the future" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 4/10 August 5, 2025 I think it's a good repository but it needs to work on how to incorporate project management. That would be the ideal product. Pros I like the structure of saving documents, history feature, and that dashboards can be added. Overall, it's a good repository tool. Cons That you can't add documentation or procedure steps unless you are inside the project. I also don't like that the dashboards aren't interactive. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 6, 2025 Thank you for your valuable feedback. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so you can deliver high-quality audits and critical insights to your organization. We’ve delivered your input to our product management team for consideration. AN Anonymous User Audit Director Transportation/Trucking/Railroad ### "Good process enforcement, user interface needs work" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 August 5, 2025 Positive overall, we moved in a serious way to track and report all audit issues and action plan status using TM+ (vs excel tracking). It took a couple years but we are up and running well with auditors keeping their TM materials current and powerBIs connected to TM are leveraged daily to report on status, ease reporting to SMT and audit committee. Big win for us. Pros enforces good audit practices, aligned to IIA standards, provides free licensee access to business users, frequent updates and improvements Cons clunky to use, auditors find it awkward to document and keep the files current, easier to work offline and move WP later, the front page/dashboards are not intuitive or helpful Alternatives considered [AuditBoard](https://www.capterra.com/p/148230/SOXHUB/) [RSA Archer Suite](https://www.capterra.com/p/176996/RSA-Archer/) Reasons for choosing TeamMate Audit we already owned this, new contracts are harder Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 6, 2025 Thank you 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. II Indra I. Audit Capital Markets ### "Clear Audit Documentation Structure" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 1, 2025 Pros The structure is clear and easy to follow, and it includes all the necessary sections required for the audit process and documentation. Cons Regarding the hyperlinking function in Docs, the current process requires manually navigating to each document, copying the link, and pasting it into the relevant section. It would be beneficial to have a feature that allows users to select specific sections or uploaded documents—either individually or in bulk—for hyperlinking, to streamline the workflow. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 6, 2025 Thank you for sharing your feedback with us, Indra. At TeamMate, we’re dedicated to continuous improvement, from our expert solutions to our customer service so 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. [View all Reviews](https://www.capterra.com/p/143239/TeamMate-Audit-Management/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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