TeamMate brings collaboration to life within and across assurance functions — connecting auditors, auditees, control owners, managers, and stakeholders through integrated tools that simplify communication, reduce friction, and accelerate results. With TeamMate you can:
Breakdown silos
Real-time collaboration features like Microsoft 365 integration to support multi-user review and editing in a shared workspace.
Streamline workflows
Built-in workflows and automated notifications for document requests, coaching notes, comments, and other workflow changes.
Enhance visibility
Configurable reporting and TeamInsights dashboards give users the visibility they need to monitor status, complete tasks, and make informed decisions.
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Role-based breakdown
Role‑based collaboration lets teams move faster by giving each person a clear lane and shared purpose. It cuts confusion, sharpens accountability, and keeps work flowing smoothly.
Auditors (peer-to-peer collaboration)
Audit teams often share workpapers, findings, and reports. TeamMate eliminates the inefficiencies of passing files back and forth by enabling true co‑authoring and shared visibility, with real‑time co‑editing, simultaneous field updates, and a centralized repository that keeps every workpaper, finding, and file in sync and securely managed in one place.
Auditees (responsible contacts)
Auditees are busy running the business, so TeamMate streamlines their involvement with simple, structured touchpoints that minimize disruption. Surveys, document requests, response tracking, and issue management all flow through one intuitive system, keeping updates timely and the audit moving.
Audit Managers
Managers need visibility and control to keep audits on track, and TeamMate equips them with collaborative tools that support clear oversight and timely guidance. Real‑time document collaboration, threaded review notes, intelligent workflows, and configurable dashboards give managers early insight into risks and emerging findings so they can steer the audit with confidence.
Audit, controls, and risk coordination
A common platform for audit and controls strengthens coordination while preserving independence, cutting down on redundant testing and unnecessary touchpoints with the business. Shared assessments, a unified taxonomy, and access to historical insights help teams avoid duplication, improve clarity, and focus effort where it matters most.
Board / Senior Management
Create shared reporting templates to ensure timely, consistent communication across the organization. Automated reporting, early‑visibility dashboards, and optional external access give stakeholders the clarity they need while reducing back‑and‑forth and compliance friction.
Enterprise Systems Integration
TeamMate integrates seamlessly with enterprise and GRC systems, so collaboration extends beyond audit, leveraging existing systems. Data‑exchange APIs, preserved workflows, and connections across the broader risk ecosystem position internal audit as an integrated, informed partner rather than a standalone function.