TeamMate from Wolters Kluwer API
TeamMate from Wolters Kluwer is internal audit management software used by audit departments to plan, execute, and report audits across the enterprise. An unofficial API lets you programmatically pull audit lists, scopes, schedules, risk and controls, workpapers, test results, issues/
What is TeamMate from Wolters Kluwer?
TeamMate is a cloud platform for internal audit, risk, and controls management that centralizes audit planning, fieldwork, workpaper documentation, issues/remediation, and reporting across audit teams and business stakeholders. Organizations use TeamMate to perform risk assessments, build audit plans/programs, manage workpapers and test procedures, track findings and action plans, schedule resources, collect evidence, and produce reports—all with robust role-based permissions and governance.
Core product areas include:
- Audit Planning and Engagement Management (Audit Universe, Annual Plan, Engagements, Scopes, Schedules)
- Fieldwork and Workpapers (Programs, Tests, Sampling, Evidence, References)
- Issues and Remediation (Findings, Recommendations, Action Owners, Due Dates, Follow-Up)
- Risk and Controls (Risk Register, Control Library, Assessments, Ratings)
- Resource and Time Management (Assignments, Workload, Timesheets)
- Reporting and Analytics (Dashboards, KPIs, Export, Audit Trail)
Common data entities:
- Organizations, Business Units, Processes, Auditees
- Engagements/Audits (metadata, scope, objectives, status, ratings)
- Workpapers and Tests (procedures, samples, results, attachments)
- Evidence (documents, links, timestamps, provenance)
- Issues/Findings (severity, cause/effect, recommendations, status)
- Action Plans (tasks, owners, due dates, milestones)
- Risk Register (risks, inherent/residual ratings, owners)
- Controls (control descriptions, mappings, effectiveness)
- Users, Roles, Permissions (Auditors, Reviewers, Auditees, Administrators)
- Schedules and Assignments (dates, workloads, approvals)
The TeamMate Integration Challenge
Audit teams rely on TeamMate every day, but turning portal-based workflows into API-driven automation is non-trivial:
- Role-aware governance: Auditors, reviewers, and auditees see different data, states, and permissions
- Workflow fidelity: Workpapers, reviews, issue approvals, and follow-ups have strict state transitions
- Evidence integrity: Attachments, references, and timestamps must preserve chain-of-custody
- Authentication complexity: SSO/MFA and session lifecycles complicate unattended automation
- Risk/control taxonomy: Objects span engagements, risks, controls, and findings with cross-module relationships
- Data distribution: Key context lives across workpapers, test results, issues, and remediation milestones
How Supergood Creates TeamMate APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your TeamMate tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses so you can integrate once and rely on consistent objects across modules
- Aligns with customer entitlements and role-based permissions to ensure compliant access
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened TeamMate adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as TeamMate evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Audits
/auditsList audits/engagements with filters and summary details.
Workpapers
/audits/{engagementId}/workpapersCreate a workpaper with procedures, sampling, and evidence.
Issues & Action Plans
/audits/{engagementId}/issuesCreate an issue/finding with remediation details.
Issues & Action Plans
/issues/{issueId}/action-planUpdate action plan ownership, milestones, and status.
Test Results (Analytics)
/audits/{engagementId}/tests/resultsUpload analytics-driven test results and exceptions.
Use Cases
Audit Universe & Engagement Sync
- Mirror audit universe items and engagements into your internal systems - Keep engagement metadata current for analytics and reporting - Normalize scopes, ratings, and statuses for multi-entity operations
Workpapers & Evidence Automation
- Create workpapers from your audit program templates and AI suggestions - Upload evidence from scanners, inboxes, or DLP archives with provenance - Link samples, test attributes, and references; trigger review workflows
Findings & Remediation Management
- Auto-create issues from exception rules and push action plans to ServiceNow/Jira - Track remediation progress, SLAs, and due dates across owners - Sync follow-up testing and close-out approvals back to TeamMate
Risk & Control Alignment
- Pull risk registers and control libraries to inform your analytics and testing - Update control mappings and effectiveness ratings based on test outcomes - Drive real-time risk heatmaps and dashboards in BI platforms (e.g., Power BI)
AI-Powered Audit Execution
- Feed transactional datasets from ERP (e.g., SAP, NetSuite) into AI models - Post test results and exception details back into TeamMate with evidence - Generate narrative summaries and suggested recommendations for reviewer approval
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of engagements, workpapers, issues, risk/controls, and remediation objects
Security
Encrypted transport, scoped tokens, and audit logging; respects TeamMate role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., issue approvals, remediation updates)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume audit data sync and exception/result ingestion
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Audit Planning and Engagements, Fieldwork and Workpapers, Issues and Action Plans, Risk Register and Controls, and Resource Scheduling—subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We normalize test results and exception details, support bulk uploads, and attach evidence via signed uploads with checksum validation and time-limited URLs. We can link results to existing workpapers or create new ones.
Yes. We can create issues and action plans in TeamMate while synchronizing tasks to systems like Jira or ServiceNow, maintaining bi-directional status updates and audit trails.