TeamMate Document Linker can automate time-consuming tasks making audits easier. In addition to making audits easier, TeamMate Document Linker's ability to extract information quickly and easily from documents into Excel can make preparations, compilations and tax returns quicker too.
On every audit, Junior Auditors, some of our most valuable and scarce resources, waste hours tying sampled transactions back to supporting evidence. Consider the time it would take to match 60 samples - with the vendor name, invoice date, invoice reference and total amount - back to a folder of 60 PDF files. Using AI-powered computer vision, TeamMate Document Linker can do this automatically, in seconds and without changing how auditors audit. This solution simply makes time-consuming tasks that auditors perform every day fast and easy, leaving auditors to focus on more value-adding and enjoyable work.
In addition to making audits easier, TeamMate Document Linker's ability to extract information quickly and easily from documents into Excel can make preparations, compilations and tax returns quicker too.
- Improve audit productivity
- Increase workflow efficiency
- Gain higher audit quality
Already a customer?
Resources for existing customers
Streamline time-consuming tasks using automation
Improve audit productivity
TeamMate Document Linker saves valuable time in one of the most common audit tasks performed by Junior Auditors – sampling and tying samples to supporting evidence. When tying to multiple pieces of evidence, each set of documents can be matched simultaneously to further speed up the process. Managers and Partners also save time on reviews thanks to the clear, dynamic audit trail and embedding of supporting evidence right within the workpaper.
Increase workflow efficiency
This solution uses AI-enabled computer vision to create a dynamic link between a specific cell in the Excel® workpaper and the exact location in the supporting evidence document. You can also embed documents in the Excel® workpaper, packaging them together to add to CCH® ProSystem fx® Engagement or CCH Axcess™ Engagement as a single file for easy review. Or find risky transactions and select samples using TeamMate® Analytics, and then use TeamMate Document Linker to tie those to supporting evidence — all within Excel®.
Gain higher audit quality
Improving audit quality significantly helps with ensuring audits pass peer review. TeamMate Document Linker helps to ensure that supporting evidence has been correctly validated by ensuring an exact match between the sample/workpaper and documentation. Additionally, because the audit trail and supporting evidence is recorded on file, it also ensures an easy review process.
Contact a solution consultant
Awards and recognition
-
Audit Tools - TeamMate Document Linker
It's the kind of tool junior auditors have been dreaming of for years: It automates the tying of samples to supporting evidence, using AI-powered optical character recognition technology to extract text from scanned documents to match everything up in seconds, and then making it all available for review in Excel. It's a perfect example of how technology is boosting productivity across the audit — and a great help for firms that are finding it harder and harder to staff engagements.
Recommended CPA firm resources
Check out these white papers and videos to discover how you too can improve your workflow.
Accelerate matching of supporting evidence
Watch this video and discover how TeamMate Document Linker turns time-consuming daily tasks into a fast and easy process, instantly increasing productivity.
Audit data analytics in the audit process
See how TeamMate Analytics helps the profession understand an entity’s operations and associated risk better, improving communications with those charged with governance.
Innovative ways to improve audit quality
A smart technology process will assist in improving audit quality while also achieving greater efficiency. Discover how to use an end-to-end software solution to Improve productivity and quality at your firm.