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TeamMate+

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description TeamMate+ Overview

TeamMate+ (from Wolters Kluwer) provides audit management software with strong data analytics capabilities. The platform supports internal audit workflows, issue tracking, and workpaper management. While functionality is solid, the interface shows its age compared to newer cloud-native alternatives. Good option for organizations already familiar with the TeamMate ecosystem.

help TeamMate+ FAQ

Does TeamMate+ integrate with Microsoft Excel for data analytics?

Yes, TeamMate+ features a robust Excel integration that allows auditors to pull data directly from their spreadsheets into the audit workpapers. There is also a dedicated TeamMate Analytics add-in for Excel that provides specialized tools for cleaning and analyzing large datasets.

Can I host TeamMate+ on the cloud or does it need an on-premise server?

Wolters Kluwer offers a cloud-hosted version of TeamMate+ called TeamMate+ Online, which eliminates the need for internal IT infrastructure. However, many large enterprises still opt for the on-premise deployment to maintain strict data governance behind their own firewalls.

What databases does TeamMate+ support for backend storage?

For on-premise deployments, TeamMate+ primarily relies on Microsoft SQL Server (MS SQL) for its backend database architecture. Oracle Database support has historically been utilized in very large enterprise setups, but MS SQL is the standard requirement.

How does the issue tracking module work in TeamMate+?

The Issues module in TeamMate+ allows audit teams to log observations, assign owners, and track remediation statuses directly from the workpapers. You can generate automated dashboards and reports that link specific findings to the original test steps to ensure full traceability.

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