---
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"
publication_date: "2026-10-19"
---

# 

 TeamMate Audit Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 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...

## 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

[4.6 (356)](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 (580)](https://www.capterra.com/p/148577/MasterControl/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.8 (146)](https://www.capterra.com/p/191777/GoAudits/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

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 fragmented audit management by centralizing risk assessments, audit plans, workpapers, testing evidence, reviews, and reports. Automated task reminders, approvals, issue tracking, and recommendation follow-up reduce manual status chasing and missed deadlines. Internal audit teams, audit managers, compliance staff, and auditees benefit from clearer accountability, real-time progress visibility, and consistent documentation across engagements.

Answer based on 89 reviews

Overview

### Which roles and teams benefit most from TeamMate Audit?

TeamMate Audit is most used by internal auditors, senior auditors, and audit managers who plan engagements, document testing, track findings, and maintain audit evidence. IT audit teams use it to manage technology risk assessments and control reviews, while internal audit directors and supervisors monitor team workloads, review workpapers, and report audit progress.

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 as the top industry at 23%. It supports visibility across audit lines, workflow consistency, and risk management, while also serving Financial Services (11%) and Government Administration (10%) teams conducting audits.

Answer based on 117 reviews

Features and Usability

### What are the key features of TeamMate Audit?

TeamMate Audit includes document management for attaching, organizing, reviewing, and approving workpapers by audit workstep. Its risk assessment supports tailored methodologies and separates strategic and process risks and controls. Data visualization makes audit information easier to review and present, while CAPA and issue tracking support follow-up monitoring. It also covers Compliance Management.

Answer based on 24 reviews

Integrations

### Which third-party tools and platforms does TeamMate Audit integrate with?

TeamMate Audit integrates with Microsoft Excel and Microsoft Word for audit workpapers, document editing, templates, file imports, and reporting. Reviewers describe using Excel-based spreadsheets and Word documents alongside TeamMate Audit to document evidence, track issues and recommendations, and manage review and approval activities.

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 to help teams get started. In person and live online options support guided instruction, webinars cover scheduled group learning, and documentation and videos provide reference material 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 representative assistance. Users often describe support as helpful and effective, particularly during onboarding, but experiences are mixed: some report long response times, difficulty reaching support by phone, and unresolved technical issues.

Answer based on 19 reviews

Security

### How does TeamMate Audit handle data security and access control?

TeamMate Audit uses cloud-based access, check-in and check-out controls, and segregation-of-duties rules that prevent testers from reviewing workpapers they uploaded. It also supports tracking and secure documentation storage. Some users report glitches, crashes, and unclear save indicators that can leave work seemingly unsaved, prompting offline backups.

Answer based on 10 reviews

Features

### What features does TeamMate Audit offer for audit teams?

TeamMate Audit provides connected audit planning, risk assessment links, document references, report templates, and reusable prior-audit notes. Internal audit teams value its flexibility, centralized suites, and reporting tools, though some users find roles and advanced settings complex, miss functions available in TeamMate AM, and need training to use every feature effectively.

Answer based on 33 reviews

## Features

AI summary

Based on 1,894 Audit reviews

Capterra reviewers highlight these features as the most important when selecting audit software:

-   **Audit Trail** (**50%** of reviewers rated this feature as critical)
-   **Compliance Tracking** (**55%**)
-   **Compliance Management** (**47%**)

TeamMate Audit includes **Audit Trail** and **Compliance Management**, giving audit teams clear visibility into activity history and tools to manage regulatory requirements more effectively. However, it does not offer **Compliance Tracking**. Instead, it provides other features that reviewers also rate highly, including **Mobile Access** (**46%**), **Document Storage** (**45%**), and **Issue Management** (**44%**), which help teams review records from different locations, keep audit files organized, and follow up on findings efficiently, helping businesses maintain control and improve audit readiness.

Audit Trail

4.4 (20)

95.00% of 20 reviewers that rated this feature as important or highly important

A record of all activities within the system, including user access, changes made, etc.

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

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

Document Storage

4.4 (18)

94.44% of 18 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Issue Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Identify and respond to unexpected problems or failures (ie. "negative events")

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

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

---

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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

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## 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

Counts reflect reviews available in this feed.

5(50)

4(56)

3(9)

2(1)

1(1)

Mentioned topic

Recent reviews first, then most helpful

IA

Internal Auditor

Internal Auditor

Used the software for: 3-5 years

### "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 13, 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.

SA

Sr. Auditor

Sr. Auditor

Used the software for: Less than 1 year

### "Powerful Audit Tool with a Learning Curve"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

November 21, 2025

Pros

What I liked most about TeamMate+ Audit was its user-friendly interface and how it streamlined the audit workflow. The ability to centralize documentation, track audit findings, and automate follow-ups significantly improved our efficiency and collaboration. Its real-time dashboards and reporting tools also made it easier to monitor progress and communicate with stakeholders.

Cons

While TeamMate+ Audit is a powerful tool, what I liked least was the occasional complexity in setting up custom reports or workflows. Some features required additional training or support to fully utilize, which could slow down onboarding for new users. However, once familiar with the system, the overall functionality was very beneficial.

SM

Senior Manager Internal Audit

Senior Manager Internal Audit

Used the software for: 3-5 years

### "Best audit documentation software"

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

May 17, 2021

I am very happy with teammate as it made my life very easy and managed. My auditing have become so transparent and manageable that I wish I could use it in future organizations as well.

Pros

I am using teammate for preparing audit programs for my internal audit engagements. This is the best software I have ever used for audit documentation purpose. It gives me real time updating facility and even my seniors can review work/ documents immediately after I update them. I recommend every auditing firm or company to get this software to make your documentation monitoring strong.

Cons

Sometimes I faced this issue that after opening a attached document, viewing it and then closing it. If I try to open another document attachment of same type, then it displays an error that previous file is still open and I need to close it, however, I have already closed it. Please fix this issue.

AU

Auditor

Auditor

Used the software for: 3-5 years

### "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 13, 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.

IA

Internal Auditor

Internal Auditor

Used the software for: 1-3 years

### "Good tool, but needs major updates"

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

2.0

2.0

Likelihood to Recommend

6/10

February 17, 2025

Teammate+ has made it easier for projects to be centralized and easy to access for the team collectively, but with issues with linking and opening documents, has made it hard to efficiently work.

Pros

I like the features of linking between different documents in the same project. Also being able to store exceptions or notes from prior audits into the teammate store, for ease of access and reference.

Cons

The new feature on the side that shows a brief summary of the progress when you open the project is not helpful and very annoying. Often times the linking or opening of workbooks do not work or times out. I've been having a long term issue of the link pasting, pasting links copied from prior. Ending up with 4 links pasted in a document, when I only wanted the most current one.

DM

Data Mining Specialty

Data Mining Specialty

Used the software for: Less than 1 year

### "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 14, 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.

IS

IT Staff Auditor

IT Staff Auditor

Used the software for: 1-3 years

### "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 6, 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.

AU

Audit

Audit

Used the software for: 3-5 years

### "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 4, 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.

AM

Audit Manager

Audit Manager

Used the software for: Less than 1 year

### "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 6, 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.

IA

IT Auditor

IT Auditor

Used the software for: Less than 1 year

### "Comprehensive Audit Management with Room to Improve Usability"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

July 30, 2025

TeamMate+ Audit offers strong value for money with robust compliance and automation features. While onboarding requires time, the platform ultimately enhances audit quality through structured process management and clear communication via notifications

Pros

TeamMate+ Audit streamlines process management and task automation with customizable workflows. Its compliance tracking and detailed email notifications add great value for audit efficiency.

Cons

The platform has a steep learning curve, and initial configuration can be time-consuming. Customer support is responsive but sometimes slow for complex issues.

[View all Reviews](https://www.capterra.com/p/143239/TeamMate-Audit-Management/reviews/)

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