What's New at TeamMate®

Easily spot high-risk areas and align audit focus with your organization’s strategic risks. The new Strategic Risk Heatmap Matrix dashboard provides a view of strategic risks based on a commonly used matrix format (impact and likelihood).

Apply thresholds to strategic risks, align tolerance with your organization’s risk profile to make it easy to identify when risks approach or exceed acceptable levels. This more targeted audit focus turns risk appetite into actionable priorities and enables earlier, more confident responses.

Translate risk priorities into an audit plan with clear scope, effort, and timing, supported by governance workflows and full visibility changes. This keeps the audit plan relevant as risks shift and preserves confidence when priorities evolve or are discussed with the board and audit committee.

The Business Rules Engine from TeamMate ensures consistent, high-quality assurance and productivity by creating and enforcing conditional logic rules as preventative controls. It provides in-context guidance to support accurate data entry and adherence to established methodologies and processes.

Reduce delays and rework for team members and reviewers due to incomplete or missing information. SmartCheck provides a step-by-step guide highlighting what’s next in the audit process. Enhance productivity and fast-track your audit process by highlighting required fields as information is entered a Risk, Control or Procedure.

Multi-Year Audit Planning in TeamMate enhances and adds automation to the audit planning process. This new tool allows you to forecast the scheduled cycle of your audits by Auditable Entity from your Organizational Hierarchy over several periods (most often years).

Co-author documents using familiar tools like comments and track changes—no extra training required. Seamless collaboration with TeamMate’s integration with Microsoft 365 supports real-time editing of Word, Excel, and PowerPoint workpapers.

Connect auditors, auditees, control owners, managers, and stakeholders through integrated tools that simplify communication, reduce friction, and accelerate results.

Reduce manual handoffs and ensure consistent, timely data exchange, teams can work together more efficiently and stay aligned on risk and assurance activities, all while maintaining secure, role-based access to sensitive information. TeamMate APIs extend collaboration by connecting systems and enabling more seamless communication.

Create a unified view of financial, sustainability, compliance, and operational controls with a single source of truth—eliminating duplication and improving consistency.

Empower business users with intuitive interfaces, clear task lists, and guided workflows that simplify self-assessments, evidence collection, and issue resolution.

Gain real-time visibility into controls performance with dashboards and reports tracking key metrics like control effectiveness, pending attestations, remediation progress, and compliance risk exposures.

A practical embedded GenAI writing engine that enhances audit documentation quality with context-aware suggestions for impact, clarity, tone, summarization, and translations.

TeamMate AI Editor supports the day-to-day work of auditors empowering them with easy-to-use and pre-built prompts to deliver clear, concise, and impactful documentation. AI Editor includes user safeguards and industry-leading data protection and will streamline the auditor’s documentation process. By leveraging the capabilities of advanced GenAI models to assist in various writing tasks, the AI Editor can increase productivity while improving the consistency and quality of writing.

Leverage Agentic AI to streamline the identification and documentation of relevant risks and controls during audit planning and control design. Using your audit profile for context, prior audits, TeamStore, and AI to help improve quality, consistency, and efficiency across engagements. 

Reduce duplicative effort with guided workflows purpose-built for audit and assurance teams. Developed in alignment with Wolters Kluwer’s Expert AI governance standards, the Risk & Control Builder is designed for practical, real-world use, supports global AI data protection practices, and ensures final decision-making always remains in your control.