Watch Now
Watch Now
For external auditors who are challenged to improve audit productivity while delivering strategic insights, Teammate® Analytics helps you to easily perform powerful data analysis to deliver value to your audit engagements.
Data-driven approach for deeper insight
150+ powerful data analysis tools help to uncover hidden risks and deliver greater assurance to your audit engagement.
Be more confident in your findings
Testing against full data sets instead of a sample of the data across all audits means you are better able to identify and mitigate risk.
Download and run in your preferred environment
Operating within Excel, so no extra hours needed for training.
Review data in a fraction of the time
- • Use statistic sampling such as Monetary Unit Sampling
- • Reduce sampling risk; see the full picture
- • Focus on testing in higher risk areas
Improve client service
- • Provide deeper insights into records
- • Identify control weaknesses
- • Prevent loss by fraud or error
Help your business grow
- • Identify more issues
- • Demonstrate your knowledge
- • Perform new services
The familiarity all auditors have with Excel makes TeamMate Analytics extremely intuitive and user-friendly.
TeamMate Analytics core capabilities
Watch a walkthrough of core capabilities
Whether you’re interested in our 150+ test library, making data preparation easier, automating a workflow of tests, or enhancing reporting, TeamMate Analytics has you covered. Check out our videos below to see how every auditor can accomplish these tasks and more with TeamMate Analytics.
-
Test Library
-
Manipulate Data
-
Workflow of Tests
-
Continuous Auditing and Monitoring
-
Visualize and Report
Test Library
The Test Library contains more than 150 fully documented tests. Tests are available in many common audit areas and assist auditors in what to look for. Full and concise descriptions of the tests, when it is most useful, what data is necessary, and how to run the tests, are also provided. In most cases, workflows are pre-built so tests can run in a few clicks.
Manipulate data
Often auditors need to prepare data for analysis by performing various data manipulations. TeamMate Analytics provides many easy-to-use tools to manipulate text, dates, times, and numbers, to join data together or break data apart. These tools allow data to be formatted appropriately for further analysis. Customers have mentioned that TeamMate Analytics data manipulation tools have saved them hours of effort.
Workflows of tests
TeamMate Analytics comes with standard workflows of tests that auditors can modify or build on their own. These workflows can be built by auditors in a point and click, no-code environment. Additionally, workflows can be shared with others, giving auditors the ability to share their expertise with everyone on their team.
Continuous auditing and monitoring
The Continuous Analyzer allows auditors to automate scheduled runs of an Expert Analyzer workflow. This can be set based on a daily, weekly, or monthly schedule, or when another process has been completed. Data sources can be refreshed, exception criteria can be specified and notifications can be set without requiring IT involvement, servers, or coding.
Visualize and report
With the knowledge that charts and graphs can make data much clearer, TeamMate Analytics provides multiple mechanisms for creating visualizations. These mechanisms can be used to help initially interpret the data or to communicate findings to others. Included in an Expert Analyzer workflow, multiple visualizations when shown side by side can tell a compelling story.
-
Firm management
-
Client communications
-
Audit
Firm management
CCH iFirm makes it easier to run an efficient and profitable practice by simplifying administration tasks so you can maximise billable hours. With super-fast job allocation & forecasting, simplified billing, document management and the daily reporting insights you need to run your business better.
Explore our practice management apps:
Client communications
For a faster and more secure way to get your documents sent and signed by your clients, our Client Portal and Signatures tools are a must. Together with the full CCH iFirm suite, you can benefit from a simplified workflow – where it’s just a few clicks to get documents sent, signed and saved securely on the cloud.
Audit
Our industry leading audit software helps to deliver high quality audit engagements faster. From our integrated working papers software to our audit data analytics tools, you can boost efficiency and deliver greater value to your clients.
What our customers say
-
Case studyTax & AccountingJune 26, 2024
CCH iFirm enables improved workflow management for RCB Advisors
A case study and review of CCH iFirm from accounting firm RCB Advisors. -
Case studyTax & AccountingMay 07, 2024
Herkess & Partners simplifies operations with CCH iFirm: A single, integrated cloud system
A case study and review from accounting firm Herkess & Partners which implemented CCH iFirm integrated cloud software to simplify practice operations. -
Case studyTax & AccountingApril 16, 2024
AstuteMed transforms workflow management and enhances billings with CCH iFirm
A case study and review from accounting firm AstuteMed, which implemented CCH iFirm practice management software to help optimise workflow management as well as CCH iKnowConnect and CCH Learning -
Case studyTax & AccountingFebruary 26, 2024
CSI & Co are delivering more value to clients with Wolters Kluwer Tax & Accounting solutions
CSI & Co’s goal to deliver complementary technology and workplace benefits led to a full review of competitive professional audit solutions, with Wolters Kluwer CCH being selected as the successful technology partner.
