United Kingdom verdict (TL;DR)
Verified 2026-05-19AuditBoard and Workiva share UK internal-audit leadership: AuditBoard for FTSE 350 and UK mid-market internal-audit teams, Workiva for UK public companies with US SEC-reporting obligations or UK-listed companies integrating audit evidence with annual-report disclosure. CaseWare IDEA and CaseWare Working Papers dominate the UK accounting-firm channel (Big 4 UK, Top 10 UK accounting firms, mid-tier UK CPA-equivalent CA firms), where CaseWare's UK office and UK-specific audit-framework templates have built a 30+ year distribution advantage. TeamMate+ (Wolters Kluwer) retains a significant UK external-audit engagement-workflow market share, particularly at UK Big 4 for workpaper management under FRC ISA (UK) standards. MindBridge is growing in UK Big 4 AI-driven journal-entry testing. The 2026 UK regulatory driver: FRC ISA (UK) standards, UK Corporate Governance Code (2024 revision), FRC Audit Quality Review (AQR) inspections, and UK Audit Reform proposals (Audit Reporting and Governance Authority, ARGA, replacing FRC).
Picks for United Kingdom
- FTSE 350 and UK mid-market internal audit (300-5,000 employees): AuditBoard Dominant modern UK internal-audit platform at FTSE 350 and UK upper-mid-market. Used by UK financial services, retail, and tech companies for risk-based audit planning, SOX-equivalent control testing, and ESG audit workflow.
- UK public company with SEC or FRC reporting obligations: Workiva Used at UK companies with US ADR-linked SEC reporting and at UK FTSE 100/250 for connected FRC-compliant annual-report workflow. Audit evidence links to directors' remuneration report and sustainability disclosures.
- UK Big 4 and Top 10 accounting-firm external-audit engagement: CaseWare IDEA CaseWare has the deepest UK accounting-firm distribution channel. UK Big 4 and Top 10 firms use CaseWare IDEA for transaction analytics and CaseWare Working Papers for engagement workflow under FRC ISA (UK).
- UK Big 4 AI-driven journal-entry and transaction analytics: MindBridge PwC UK, EY UK, Deloitte UK, and KPMG UK use MindBridge for AI-driven journal-entry testing under ISA (UK) 240. Growing adoption in UK listed-company statutory audit for population-level anomaly detection.
- UK accounting firm external-audit workpaper management: TeamMate+ Wolters Kluwer-owned, significant UK accounting-firm market share for external-audit workpaper management. FRC ISA (UK) compliant workflow with UK-specific engagement file structure.
- UK no-code GRC + internal-audit consolidation (500-5,000 employees): Onspring No-code GRC + audit platform for UK companies wanting to consolidate internal audit, risk, and compliance workflow without enterprise-implementation overhead.
How the audit software market looks in United Kingdom
The UK audit-software market is dominated by two buyer clusters: UK internal-audit teams at FTSE 350 and mid-market companies, and UK accounting firms running external statutory audits under FRC ISA (UK) standards. Each cluster has different platform requirements and distribution channels.
For UK internal-audit teams, AuditBoard has become the dominant modern platform since its UK expansion in 2020-2022. The UK FTSE 350 internal-audit market moved to AuditBoard from legacy spreadsheet-and-email processes as UK Corporate Governance Code (2018, revised 2024) expectations for risk-based audit plans and audit-committee reporting became more demanding. Workiva serves UK public companies, particularly FTSE 100 companies with US ADR listings or UK-only listed companies needing FCA-compliant connected reporting between audit evidence and annual report disclosures.
For UK accounting firms, CaseWare holds the dominant position through its 30+ year UK channel presence and UK-specific audit-framework templates (FRC ISA UK, UK GAAP, UK Companies Act). The Big 4 UK practices (PwC UK, EY UK, Deloitte UK, KPMG UK) use a combination of proprietary firm tools and CaseWare-derived templates for statutory audit. Top 10 and Top 50 UK accounting firms (Grant Thornton UK, BDO UK, Mazars UK, Forvis Mazars UK, RSM UK, Crowe UK) are heavily CaseWare-dependent. TeamMate+ is an alternative for larger UK accounting firms wanting a Wolters Kluwer-integrated engagement workflow.
UK Audit Reform is the most significant structural change in prospect for the UK audit market. The proposed replacement of the FRC (Financial Reporting Council) with ARGA (Audit, Reporting and Governance Authority), plus the Audit Reform Bill proposals for operational separation of audit from non-audit services at major UK firms, creates potential disruption to UK audit-software procurement patterns. These reforms have been discussed since 2019 and remain under consultation in 2026.
FRC ISA (UK): International Standards on Auditing (UK and Ireland) are the standards for UK statutory audits; ISA (UK) 240 (fraud and journal entries), ISA (UK) 315 (risk identification), ISA (UK) 530 (sampling) are key audit-software workflow touchpoints; UK audit software must support ISA (UK)-compliant workpaper structure. UK Corporate Governance Code (2024 revision): premium-listed UK companies must apply the Code on a comply-or-explain basis; Provision 29 (internal controls statement) and Provision 25 (internal audit function) create specific internal-audit reporting requirements; audit platforms must support Audit Committee reporting aligned to Code Provisions. UK Companies Act 2006: statutory audit requirements for UK companies; audit software must support UK Companies Act-compliant engagement file structure and sign-off. UK GAAP (FRS 102): UK financial statement preparation standards; audit sampling and workpaper frameworks must accommodate FRS 102 as well as IFRS for UK listed companies. FRC Audit Quality Review (AQR): annual FRC inspection of UK audit-firm quality; audit software must support engagement quality review documentation. ARGA transition (proposed): UK audit firms should monitor ARGA development as operational separation requirements may affect audit-workflow technology decisions.
Quick comparison, ranked for United Kingdom
| Product | Best for | Starts at | 10-emp/mo* | Pricing | G2 | Geo |
|---|---|---|---|---|---|---|
| 1 AuditBoard | Mid-market and upper-mid-market internal audit | Quote | - | 4.6 | North America +2 | |
| 2 Workiva (Audit + Internal Controls) | Public-company internal audit | Quote | - | 4.4 | North America +2 | |
| 3 MindBridge | Audit firms and internal audit | Quote | - | 4.6 | North America +2 | |
| 4 Diligent (ACL Galvanize) | Enterprise unified governance | Quote | - | 4.2 | North America +3 | |
| 5 TeamMate+ | External-audit firms and large internal-audit teams | Quote | - | 4.2 | North America +3 | |
| 6 Caseware IDEA | Audit firms and internal-audit teams | Quote | - | 4.3 | North America +3 | |
| 7 Onspring | Mid-market with workflow customization | $3500 | $3500 | 4.7 | North America +2 | |
| 8 Pentana Audit | Wolters Kluwer ecosystem internal audit | Quote | - | 4.0 | North America +2 | |
| 9 AuditFile | Small-to-mid-market CPA firms | $199 | $199 | 4.6 | North America | |
| 10 Thomson Reuters Onvio Audit | Thomson Reuters ecosystem audit firms | Quote | - | 3.9 | North America +1 |
*10-employee monthly cost = base fee + (per-employee × 10) using the lowest published tier. For opaque-pricing vendors, no value is shown.
What buyers in United Kingdom actually pay
Median annual deal size by employee band, in GBP. Crowdsourced from anonymized buyer disclosures.
| Product | Employee band | Median annual (GBP) | Sample | Notes |
|---|---|---|---|---|
| AuditBoard | FTSE 350 internal audit (300-5,000 employees) | £62,000 | 38 | GBP approx; USD-billed; UK mid-to-upper market internal audit |
| Workiva (Audit + Internal Controls) | FTSE 100/250 public company (SOX + annual report) | £88,000 | 24 | GBP approx; USD-billed; connected reporting + SOX bundle |
| Caseware IDEA | UK Top 10 accounting firm (per-office licence) | £18,000 | 47 | GBP; UK channel pricing; per-office or per-user |
| MindBridge | UK Big 4 per-entity per-engagement | £36,000 | 31 | GBP approx; USD-billed; AI analytics per audit entity |
| TeamMate+ | UK accounting firm 20-100 partners | £42,000 | 22 | GBP approx; USD-billed; external-audit workpaper workflow |
United Kingdom-built or United Kingdom-strong vendors worth knowing
Not yet ranked in our global top 10, but credible options for United Kingdom buyers and worth a shortlist.
CaseWare UK
Visit ↗UK subsidiary of CaseWare International (Canadian-origin). The dominant UK accounting-firm audit software for external-audit workpapers and transaction analytics. 30+ year UK channel presence through accounting-software resellers. Used by Big 4 UK and Top 50 UK accounting firms.
IRIS Accountancy Suite (audit module)
Visit ↗UK-owned (IRIS Software Group, PE-backed). The dominant UK SME accounting practice software. IRIS audit module used by thousands of UK small-to-mid-size accounting firms for UK Companies Act statutory audit workflow.
Pentana Audit (Wolters Kluwer)
Visit ↗Wolters Kluwer-owned, UK-developed internal-audit platform. Strong UK public sector and UK mid-market internal-audit base. Integrated with TeamMate+ inside Wolters Kluwer for internal-audit-plus-external-audit users.
All 10, ranked for United Kingdom
Same intelligence as the global ranking, vendor trust, review patterns, verified pricing, compliance, reordered for the United Kingdom market.
AuditBoard
Modern audit-and-risk platform leader with deep mid-market and upper-market adoption.
AuditBoard launched 2014 (founders Daniel Kim, Jay Lee, Scott Arnold ex-EY) and dominated the modern internal-audit category through 2022. The 2022 IPO process was paused amid public-market volatility; AuditBoard subsequently sold a majority stake to Hg Capital in April 2024 at a reset $3B valuation (down from earlier $4-5B-range marks). The platform wins on modern UX, mid-market-friendly implementation timelines (8-16 weeks typical), and an integrated audit + SOX + ERM + ESG workflow. It loses ground on post-recap renewal pricing pressure (15-30% common per customer disclosures) and a sales motion that has visibly tightened in 2024-2025.
Mid-market and upper-mid-market (300-5000 employees) internal audit + SOX + ERM + ESG teams wanting one platform.
Big Four external-audit engagement workflow (TeamMate+ or Pentana fit better); pure AI-analytics buyers (MindBridge fit better).
Strengths
- Modern UX with strongest mid-market adoption; consistently top-quartile G2 + Gartner Peer Insights scores
- Integrated audit + SOX + ERM + ESG workflow on one platform
- Mid-market-friendly implementation (8-16 weeks vs 6-18 months for legacy enterprise audit platforms)
- Strong workpaper management with versioning, sign-off workflow, and audit-trail integrity
- AI-driven control-testing assistance (AuditBoard AI launched 2024)
- Mature integrations with ERP (NetSuite, SAP, Oracle, Workday), GRC, and reporting systems
Weaknesses
- Post-Hg-Capital April 2024 recap: renewal pricing pressure 15-30% per customer disclosures
- AI-controls module trailing MindBridge on transaction-level analytics depth
- External-audit-firm market share thin; competes weakly against TeamMate+ and Pentana for Big Four engagement workflow
- Pricing transparency partial; most deals are quote-driven at the upper-tier
- Customer-support response times degraded slightly through 2024-2025
Pricing tiers
partial- AuditInternal audit module; up to 500 employees in scopeQuote
- SOXSOX 404 testing module; up to 2500 employees in scopeQuote
- Enterprise SuiteAudit + SOX + ERM + ESG bundle; multi-entityQuote
- · Implementation services $15K-$80K typical
- · Module add-on charges: each module priced separately
- · Renewal pricing pressure 15-30% common post-2024 recap
Key features
- +Audit-management workflow with risk-based audit planning
- +SOX 404 control testing with evidence automation
- +ERM (enterprise risk management) with quantitative scoring
- +ESG-disclosure workflow integrated with audit
- +AuditBoard AI for control-testing assistance
- +Workpaper management with versioning + sign-off
- +Multi-entity support for subsidiaries + business units
- +Mature ERP and GRC integrations
Workiva (Audit + Internal Controls)
Connected-reporting platform: audit evidence links directly to 10-K assembly and ESG disclosures.
Workiva (NYSE:WK) is the connected-reporting platform whose differentiator is unifying audit + SOX + 10-K + ESG + management reporting on one underlying data model. Founded 2008 (Marty Vanderploeg ex-Engineering Animation), Workiva IPOd 2014 and reached ~$700M ARR by 2025. The audit module (this entry) handles internal audit, SOX 404 testing, and internal-controls workflow with the platform-level advantage that audit evidence links directly to financial filings without re-keying. The criticism: Workiva pricing is higher than AuditBoard at mid-market scale, the platform requires upfront workflow configuration, and the audit module historically trailed AuditBoard on workflow polish (gap closing 2024-2026).
Public-company internal-audit teams (1000-50,000 employees) running SOX + 10-K + ESG on one platform.
Pre-IPO startups; AuditBoard fit better for mid-market without 10-K filing requirements.
Strengths
- Connected-reporting platform: audit evidence links directly to 10-K, 10-Q, ESG disclosures without re-keying
- Strongest fit for public-company internal-audit teams (matches financial-reporting workflow)
- Mature SOX 404 control-testing workflow with deep evidence-management capability
- Integrated audit + SOX + 10-K + ESG + management reporting on one platform
- Strong post-PCAOB-rule-changes audit-evidence-quality positioning
- Wdesk + Wesync platform stability proven at Fortune-500 scale
Weaknesses
- Pricing higher than AuditBoard at mid-market scale (typically 30-50% premium)
- Platform requires upfront workflow configuration (4-12 weeks for typical audit module rollout)
- UX historically trailed AuditBoard on workflow polish (gap closing 2024-2026)
- Audit module sells better to existing Workiva 10-K customers than as standalone
- Implementation services often required for new buyers ($15K-$80K typical)
Pricing tiers
opaque- Audit + Internal ControlsAudit module within Workiva platform; minimum-contract $60K+Quote
- Unified PlatformAudit + SOX + 10-K + ESG bundle; minimum-contract $150K+Quote
- · Implementation services $15K-$80K typical
- · Module add-on charges: each product (10-K, ESG, audit) priced separately
- · Renewal pricing increases 8-15% common
Key features
- +Connected-reporting platform with unified data model across audit + 10-K + ESG
- +SOX 404 control-testing workflow with deep evidence management
- +Internal-audit workflow with risk-based audit planning
- +Workpaper management with versioning + sign-off
- +Multi-entity support for subsidiaries + business units
- +Workiva AI Assistant launched 2024 for narrative drafting and analytics
- +Mature ERP and GRC integrations
- +Audit-evidence link to financial-filings narrative
MindBridge
AI-driven transaction analytics platform widely adopted by Big Four audit teams.
MindBridge launched 2015 (founder Eli Fathi) and pioneered AI-driven transaction analytics for audit. The platform analyzes 100% of transaction populations (rather than sampling) using machine-learning models to surface anomalies, control gaps, and high-risk journal entries. Wins on AI-analytics depth, Big Four adoption (used by KPMG, Deloitte, BDO, Grant Thornton in audit engagements), and audit-evidence-quality positioning aligned with post-PCAOB-rule-changes requirements. Loses on positioning ambiguity (sells to external-audit firms and internal-audit teams with different value propositions), pricing opacity, and a smaller installed base than AuditBoard.
Audit firms (Big Four + national + regional) and internal-audit teams wanting AI-driven transaction analytics.
Buyers wanting integrated audit + SOX + ERM workflow (AuditBoard fit better); pure workpaper-management buyers (TeamMate+ fit better).
Strengths
- AI-driven transaction analytics analyzing 100% of populations (not sampling)
- Big Four adoption: KPMG, Deloitte, BDO, Grant Thornton use in audit engagements
- Strongest fit for post-PCAOB-rule-changes audit-evidence-quality requirements
- Genuine machine-learning models (not just rule-based testing)
- Strong journal-entry-testing capability with anomaly scoring
- Audit-firm and internal-audit-team positioning both supported
Weaknesses
- Positioning ambiguity: external-audit firms vs internal-audit teams have different value propositions
- Pricing opacity; quote-driven sale standard
- Smaller installed base than AuditBoard; brand mindshare lower in internal-audit segment
- Integration breadth thinner than AuditBoard and Workiva
- Implementation requires data-engineering capacity (transaction-data extraction setup)
Pricing tiers
opaque- Audit FirmPer-engagement pricing for audit firmsQuote
- Internal AuditPer-entity annual pricing for internal-audit teamsQuote
- · Implementation services $25K-$100K typical for data-engineering setup
- · Per-engagement charges stack for audit firms with high client count
- · Custom-model development charges $20K-$80K
Key features
- +AI-driven transaction analytics analyzing 100% of populations
- +Journal-entry-testing with anomaly scoring
- +Machine-learning models (not just rule-based testing)
- +Audit-evidence-quality reporting aligned with PCAOB requirements
- +Pre-built risk scoring for revenue, expense, journal-entry, and related-party transactions
- +Audit-firm-friendly engagement workflow
- +Internal-audit-team-friendly entity rollups
- +Integrations with major ERPs for transaction-data extraction
Diligent (ACL Galvanize)
Enterprise unified GRC + audit on one platform with deep data-analytics audit heritage.
ACL Services was founded 1987 with the ACL Analytics platform, became Galvanize in 2018, and was acquired by Diligent (Insight Partners-backed board-portal vendor) in April 2021. The combined Diligent platform spans board portals + GRC + audit + entity management at enterprise scale. The audit module (Galvanize heritage) retains deep data-analytics capability and is positioned as the enterprise unified GRC-plus-audit alternative to AuditBoard. Customer reputation post-acquisition has been mixed: Diligent installed-base customers report strong integration value, but standalone-Galvanize customers report product-investment slowdown and pricing pressure.
Large enterprises (5000+ employees) wanting unified board + GRC + audit + entity-management platform.
Mid-market wanting modern UX (AuditBoard fit better); pure AI-analytics buyers (MindBridge fit better).
Strengths
- Deep data-analytics audit heritage (ACL Analytics, 38+ year history)
- Enterprise unified GRC + audit + board portal + entity management on Diligent platform
- Strong installed base across Fortune-500 internal-audit teams
- Multi-entity, multi-region support at enterprise scale
- Mature integrations with ERP, GRC, and financial-reporting systems
- Board-portal integration provides direct executive-and-board reporting
Weaknesses
- Post-Diligent acquisition: standalone-Galvanize customers report product-investment slowdown
- Pricing pressure 10-20% common at renewal per customer disclosures
- UX modernization slower than AuditBoard; 5-8 year platform-feel in core flows
- Implementation timelines often 4-12 months for enterprise rollouts
- Quote-driven pricing; opaque at the enterprise tier
Pricing tiers
opaque- Galvanize AuditAudit module within Diligent platformQuote
- Unified DiligentBoard + GRC + Audit + Entity Management bundleQuote
- · Implementation services $30K-$200K typical for enterprise rollouts
- · Module charges: each product (board, GRC, audit, entity) priced separately
- · Pricing pressure 10-20% common at renewal
Key features
- +Enterprise unified board + GRC + audit + entity management
- +Deep data-analytics audit heritage (ACL Analytics)
- +Multi-entity, multi-region support at enterprise scale
- +Risk register with quantitative scoring
- +Audit workflow with risk-based audit planning
- +Workpaper management with versioning + sign-off
- +Board-portal integration for executive-and-board reporting
- +Mature ERP and GRC integrations
TeamMate+
Wolters Kluwer-owned external-audit-firm workflow platform with deep workpaper-management heritage.
TeamMate launched 1991 (PwC internal tool) and was acquired by Wolters Kluwer in 2005. TeamMate+ is the modernized cloud platform (launched 2018) succeeding the legacy TeamMate AM desktop product. The platform is the dominant workflow choice at Big Four (PwC, Deloitte, KPMG), national audit firms (BDO, Grant Thornton, RSM, Crowe), and regional CPA firms. Wins on external-audit-firm market share, mature workpaper-management capability, and Wolters Kluwer-platform integration (TeamMate+ + Pentana + ELM Solutions). Loses on UX modernization speed, integration with cloud-native data sources, and pricing transparency.
External-audit firms (Big Four + national + regional) running engagement workflow at scale.
Internal-audit teams wanting modern UX and integrated SOX + ERM + ESG workflow (AuditBoard fit better).
Strengths
- Dominant external-audit-firm market share (Big Four + national firms)
- Mature workpaper-management heritage (30+ year platform history)
- Modernized TeamMate+ cloud platform launched 2018
- Wolters Kluwer-platform integration (TeamMate+ + Pentana + ELM Solutions)
- Strong CCH research-database integration for audit teams
- Multi-engagement, multi-region support
Weaknesses
- UX modernization slower than AuditBoard and Workiva
- Integration with cloud-native data sources lighter than peers
- Pricing transparency low; quote-driven sale standard
- Internal-audit-team market share thin (TeamMate sells better to external-audit firms)
- Migration from legacy TeamMate AM to TeamMate+ created customer-disclosure friction 2020-2023
Pricing tiers
opaque- TeamMate+ AuditExternal-audit-firm workflow; per-user pricingQuote
- TeamMate+ Internal AuditInternal-audit-team workflow; per-firm pricingQuote
- · Implementation services $20K-$120K typical
- · CCH research-database integration priced separately
- · Migration costs from legacy TeamMate AM to TeamMate+
Key features
- +Workpaper management with versioning + sign-off + audit-trail integrity
- +External-audit-firm engagement workflow
- +Internal-audit risk-based audit planning
- +Multi-engagement, multi-region support
- +CCH research-database integration
- +Wolters Kluwer-platform integration (Pentana + ELM Solutions)
- +Mobile field-audit support
- +Workflow-driven control testing
Caseware IDEA
Long-standing data-analytics platform for transaction-population testing.
IDEA (Interactive Data Extraction and Analysis) launched 1987 and has been the standard audit-analytics tool for transaction-level testing at audit firms and internal-audit teams for 35+ years. Caseware International acquired IDEA in 2007 and integrated it with the Caseware audit-engagement suite. The platform wins on data-analytics depth (transaction-population testing, Benford analysis, stratification, sampling), audit-firm installed base, and Caseware-suite integration. Loses on UX modernization (legacy desktop feel), cloud-native architecture (still primarily desktop with Cloud Connect), and competition from MindBridge AI-driven analytics.
Audit firms and internal-audit teams wanting traditional data-analytics audit workflow.
Buyers wanting modern cloud-native AI-driven analytics (MindBridge fit better).
Strengths
- Data-analytics depth for transaction-population testing (Benford, stratification, sampling)
- 35+ year platform heritage with deep audit-firm installed base
- Caseware-suite integration (Caseware audit-engagement + IDEA)
- Strong fit for traditional audit-analytics workflow
- Mature SmartAnalyzer pre-built audit templates
- Multi-engagement, multi-region support
Weaknesses
- UX modernization slow; legacy desktop feel in core workflow
- Cloud-native architecture lighter than peers (primarily desktop with Cloud Connect)
- Competition from MindBridge AI-driven analytics widening
- Pricing opacity; quote-driven sale standard
- Implementation services often required for new audit-firm rollouts
Pricing tiers
opaque- IDEA StandaloneAudit-analytics platform; per-user pricingQuote
- Caseware SuiteIDEA + Caseware audit-engagement bundleQuote
- · Implementation services $15K-$60K typical
- · SmartAnalyzer pre-built templates priced separately
- · Cloud Connect add-on charges
Key features
- +Data-analytics platform for transaction-population testing
- +Benford analysis, stratification, sampling
- +SmartAnalyzer pre-built audit templates
- +Caseware-suite integration
- +Multi-engagement, multi-region support
- +Audit-firm-friendly engagement workflow
- +Mature script library for repeatable analytics
- +Cloud Connect for cloud-data integration
Onspring
No-code GRC + audit platform with strong customization without enterprise-implementation overhead.
Onspring launched 2010 (founder Chris Burton ex-Sprint) and positioned distinctively in the audit-and-GRC category: a no-code workflow platform supporting audit + ERM + vendor risk + business continuity through customer-built or Onspring-shipped applications. Wins on platform flexibility, mid-market-friendly implementation timelines, and strong customer reputation (4.7+ G2 average). Loses on smaller installed base than AuditBoard, integration breadth, and lower brand mindshare in audit procurement defaults.
Mid-market and upper-mid-market wanting no-code workflow customization for audit + GRC.
Buyers wanting out-of-box audit content (AuditBoard fit better); pure data-analytics buyers (MindBridge fit better).
Strengths
- No-code workflow platform supports audit + ERM + vendor risk + business continuity
- Strong customer reputation: 4.7+ G2 average, top-quartile NPS in mid-market
- Mid-market-friendly implementation timelines (8-16 weeks typical)
- Platform-level flexibility lets customers consolidate 3-5 separate point-tools
- Risk register with quantitative scoring + risk-treatment lifecycle
- Mature workpaper management with versioning + sign-off
Weaknesses
- Smaller installed base than AuditBoard; brand mindshare lower in audit procurement defaults
- Integration breadth thinner than AuditBoard and Workiva
- Out-of-box audit content thinner than peers (no-code-platform-first approach)
- Pricing tied to platform tier + per-application charges; complex to budget
- Sales footprint smaller than peers; field marketing lighter
Pricing tiers
partial- Standard2-3 applications, up to 100 users$3500 /mo
- Professional4-8 applications, up to 500 users$5800 /mo
- EnterpriseUnlimited applications, 500+ users, custom buildsQuote
- · Per-application charges stack across platform tiers
- · Implementation services $15K-$60K typical
- · Custom application development $20K-$80K per bespoke app
Key features
- +No-code workflow engine for audit + ERM + vendor risk + business continuity
- +Pre-built applications: internal audit, SOX, ERM, vendor risk, business continuity
- +Risk register with quantitative scoring
- +Workpaper management with versioning + sign-off
- +Multi-entity support for subsidiaries + business units
- +Custom application builder (no-code visual workflow)
- +Mature reporting and dashboards
- +Workflow-driven control testing
Pentana Audit
Wolters Kluwer-owned internal-audit platform with TeamMate+ ecosystem integration.
Pentana Audit (formerly Pentana Risk and Pentana Compliance) is the internal-audit module within the Wolters Kluwer audit-and-GRC ecosystem. Acquired by Wolters Kluwer in 2014, the platform sits alongside TeamMate+ (external-audit workflow) and serves Wolters Kluwer customers wanting an integrated internal-audit + external-audit ecosystem. Wins on Wolters Kluwer-platform integration and CCH research-database connection. Loses on standalone-buyer value proposition (sells better to existing Wolters Kluwer customers), UX modernization speed, and brand mindshare versus AuditBoard.
Wolters Kluwer ecosystem customers wanting integrated internal + external audit + GRC platform.
Non-Wolters-Kluwer customers; AuditBoard or Onspring fit better for standalone internal-audit needs.
Strengths
- Wolters Kluwer-platform integration (Pentana + TeamMate+ + ELM Solutions)
- CCH research-database integration
- Mature internal-audit workflow with risk-based audit planning
- Multi-entity, multi-region support
- Pentana Risk for ERM and Pentana Compliance for regulatory-compliance workflow
- Strong fit for existing Wolters Kluwer audit-and-GRC customers
Weaknesses
- Standalone-buyer value proposition weak versus AuditBoard for non-Wolters-Kluwer customers
- UX modernization slower than AuditBoard and Workiva
- Brand mindshare in internal-audit procurement defaults lower than AuditBoard
- Integration with cloud-native data sources lighter than peers
- Pricing opacity; quote-driven sale standard
Pricing tiers
opaque- Pentana AuditInternal-audit module within Wolters Kluwer ecosystemQuote
- Pentana SuitePentana Audit + Pentana Risk + Pentana Compliance bundleQuote
- · Implementation services $20K-$80K typical
- · CCH research-database integration priced separately
- · Module add-on charges
Key features
- +Internal-audit workflow with risk-based audit planning
- +Pentana Risk for ERM
- +Pentana Compliance for regulatory-compliance workflow
- +Wolters Kluwer-platform integration (TeamMate+ + ELM Solutions)
- +CCH research-database integration
- +Workpaper management with versioning + sign-off
- +Multi-entity, multi-region support
- +Mature reporting and dashboards
AuditFile
Cloud-native audit-engagement platform for small-to-mid-market CPA firms.
AuditFile launched 2014 (founder Steven Lurie ex-PwC) and serves small-to-mid-market CPA firms running audit + review + compilation engagements. The platform wins on cloud-native architecture (born-in-cloud, no desktop legacy), modern UX, and CPA-firm-friendly pricing. Loses on enterprise scale, AI-analytics depth, and brand mindshare among Big Four and large national firms. Strong fit for small CPA firms displacing legacy desktop audit-engagement software.
Small-to-mid-market CPA firms (5-100 professionals) running audit + review + compilation engagements.
Large national or Big Four audit firms (TeamMate+ fit better); enterprise internal-audit teams.
Strengths
- Cloud-native architecture (born-in-cloud, no desktop legacy)
- Modern UX with strong customer reputation among small-to-mid-market CPA firms
- CPA-firm-friendly pricing (per-engagement or per-firm)
- Strong fit for small CPA firms displacing legacy desktop audit-engagement software
- Quick implementation (2-6 weeks typical)
- Integrated audit + review + compilation engagement workflow
Weaknesses
- Enterprise scale limited; large national firms and Big Four require TeamMate+ or alternatives
- AI-analytics depth thinner than MindBridge
- Integration breadth thinner than peers
- Brand mindshare limited among large audit firms
- Capital base smaller than peers; long-term trajectory questions persist
Pricing tiers
public- StarterUp to 5 professionals, basic audit workflow$199 /mo
- ProfessionalUp to 25 professionals, advanced workflow$499 /mo
- FirmUp to 100 professionals, multi-office support$999 /mo
- · Implementation services $2K-$8K typical
- · Add-on integrations charged separately
Key features
- +Cloud-native audit-engagement workflow
- +Audit + review + compilation engagement support
- +Workpaper management with versioning + sign-off
- +Multi-office support for small-to-mid-market CPA firms
- +Modern UX with quick implementation
- +CPA-firm-friendly pricing
- +Integrations with QuickBooks, Xero, and major small-business ERPs
- +Mobile field-audit support
Thomson Reuters Onvio Audit
Thomson Reuters-owned cloud audit-engagement platform with Checkpoint research integration.
Thomson Reuters Onvio Audit (formerly Engagement CS, now cloud-native under Onvio brand) is the audit-engagement workflow platform within the Thomson Reuters Tax and Accounting ecosystem. The platform wins on Checkpoint research-database integration (Thomson Reuters legal-and-tax research is the industry standard) and cloud-native rebuild from legacy Engagement CS. Loses on standalone-buyer positioning, brand mindshare versus TeamMate+ and Caseware IDEA, and product-investment-velocity questions post-Onvio rebranding.
Existing Thomson Reuters Tax and Accounting customers wanting integrated audit-engagement platform.
Non-Thomson-Reuters customers; TeamMate+ or Caseware IDEA fit better for standalone audit-engagement needs.
Strengths
- Checkpoint research-database integration (industry-standard legal-and-tax research)
- Cloud-native rebuild from legacy Engagement CS
- Thomson Reuters Tax and Accounting ecosystem integration (CS Professional Suite, GoSystem Tax)
- Mature workpaper management with versioning + sign-off
- Multi-engagement, multi-region support
- Strong fit for existing Thomson Reuters customers
Weaknesses
- Standalone-buyer positioning weak versus TeamMate+ and Caseware IDEA
- Brand mindshare in audit-engagement workflow lower than Wolters Kluwer or Caseware
- Product-investment-velocity questions post-Onvio rebranding
- Integration breadth limited outside Thomson Reuters ecosystem
- Pricing opacity; quote-driven sale standard
Pricing tiers
opaque- Onvio AuditAudit-engagement workflow within Onvio platformQuote
- CS Suite + OnvioFull Thomson Reuters Tax + Accounting + Audit bundleQuote
- · Implementation services $10K-$50K typical
- · Checkpoint research-database integration priced separately
- · Module add-on charges
Key features
- +Cloud-native audit-engagement workflow
- +Checkpoint research-database integration
- +Thomson Reuters Tax and Accounting ecosystem integration
- +Workpaper management with versioning + sign-off
- +Multi-engagement, multi-region support
- +Mature audit-firm workflow
- +Mobile field-audit support
- +Integration with CS Professional Suite and GoSystem Tax
Frequently asked questions
The questions buyers actually ask before they sign.
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Final word
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Last updated 2026-05-19. Local pricing reverified quarterly. Found something inaccurate? Tell us.