The power of audit analytics integrated into your workflow: TeamMate Analytics is integrated to work directly with TeamMate+ Audit. This allows you to capture analytics evidence as part of the audit without separate systems that struggle to talk with each other.
Integrated analytics
The power of audit analytics integrated into your workflow: TeamMate Analytics is integrated to work directly with TeamMate+ Audit. This allows you to capture analytics evidence as part of the audit without separate systems that struggle to talk with each other.
Data preparation: Get ready
Convert data sources (even PDF) into rows and columns for Microsoft Excel
Harmonize text, numbers, and dates from disparate files
Normalize formats such St, St., or Street
Perform completeness checks to look for missing or improperly formatted information
And more…
Harmonize text, numbers, and dates from disparate files
Normalize formats such St, St., or Street
Perform completeness checks to look for missing or improperly formatted information
And more…
Data analysis: Look deeper
Join data from separate sources to combine or compare information, such as comparing invoice transactions to a vendor master list
Visualize data to better analyze and communicate findings
Identify outliers that are significantly different than the average
Leverage the library of over 150 audit-specific tests
Create and save analytics workflows for use across audits
Visualize data to better analyze and communicate findings
Identify outliers that are significantly different than the average
Leverage the library of over 150 audit-specific tests
Create and save analytics workflows for use across audits
Data monitoring: Stay current
Set analytics workflows to regularly run against important or high-risk areas of information
Establish a cadence for analysis against previously identified audit issues, such as an improper control for accounts payable
Partner with business stakeholders to systematically monitor systems or data that have potential risk
Establish a cadence for analysis against previously identified audit issues, such as an improper control for accounts payable
Partner with business stakeholders to systematically monitor systems or data that have potential risk
The familiarity all auditors have with Excel makes TeamMate Analytics extremely intuitive and user-friendly. It’s so easy to navigate that I’ve been encouraging our partners to get on board as well.
TeamMate Analytics Core Capabilities
Watch a walk through 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.
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Test Library
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Manipulate Data
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Workflow of Tests
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Continuous Auditing and Monitoring
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Visualize and Report
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Document Linker
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Document Linker
Reduce the administrative time and burden of pairing evidence such as vendor invoices, sign-in sheets, receipts, or other documentation to spreadsheets. TeamMate Document Linker, an advanced Azure AI Vision (Microsoft) technology, finds the relevant information from evidence and ties it back to the correct entry, and then a link is embedded to preserve the audit trail. Save time, avoid mistakes, and preserve the audit trail.
*Available in the U.S. only.
*Available in the U.S. only.
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