Kollate-it

Kollate-it

Werkflo
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About

Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate due diligence, compliance, risk management and audit activities and create reports at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs given the versatility. Kollate-it helps all regulated companies document their processes for review across the business. The software solves a number of problems, including: (1) data input dramatically reduces (2) work tasks speed up (3) activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) information silos collapse (7) reporting becomes faster and 24/7 and (8) document retrieval is immediate. Kollate-it allows users to meet continuous requirements in real time with tools to collaborate, collate information and report with ease.

About

Kopexa is a modern European GRC platform built for small and medium-sized businesses that want to achieve compliance without expensive consultants or endless spreadsheets. It centralises all aspects of compliance into one powerful, intuitive platform: Frameworks: ISO 27001 · TISAX · GDPR · NIS 2 · DORA · BSI IT-Grundschutz Risks & Actions: Identify and track risks, create mitigation actions, calculate residual risk Evidence: Manage and verify documents with versioning and status (draft, review, approved, published) Assets: Manage IT, data, human and service assets with classification and retention metadata Automated Checks: Verify compliance with framework controls automatically AI Guidance: Get AI-powered recommendations on the most effective next step Kopexa integrates with Microsoft 365, Azure AD, GitHub, Slack and more, delivering automation across your compliance workflows.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

The software is designed for financial services industry, professional trustees and other regulated entities looking to meet any law, regulation, policy or guideline.

Audience

Regulated industries (finance, healthcare, education, manufacturing, IT services)

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$300 AUD per month
Lite - $300 AUD per month.
Pro- $450 AUD per month.
Ent - $600 AUD per month.

The price covers 6 users only. Each additional user pays $50, $75 or $100 each per month based on the plan chosen.

Users can add additional modules to their existing plan or upgrade or downgrade their plan to suite their needs. Users pay additional fees for Werkflo to set up a client's framework and complete document processing.

The prices include unlimited contacts and various administrator levels. Users may also require assistance with set and transition which fees may apply.

Customized pricing applies based on client needs for automation and workflow activities . Pricing excludes a goods and services tax that applies to Australian clients only.

Volume discounts can apply based on the number of users.
Free Version Not Supported
Free Trial Supported

Pricing

249€ / Company
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.6 / 5
features 5.0 / 5
design 5.0 / 5
support 4.8 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • * Easy to use interface that allows for quick ingestion and organization of compliance data * Flexible framework that can be customized to fit any compliance program * Powerful automation features like registers, reports, and task management save time * Collaborative capabilities make it great for teams of all sizes
  • Kollate-it eases the burden of meeting regulatory compliance requirements of financial services firms. It automates the process, manages risk and breaches, and substantially reduces costs -through reduced audit workload. Management dashboards provide progressive reports on meeting obligations on a month-to-month basis. All at a relatively low cost.
  • The time and efficiency that the software provides is amazing. The centralised and integrated compliance functions, risk and compliance frameworks, ongoing tasks and policies tasks shows that this is truly a pre-eminent platform for compliance professionals.
  • This software coordinates & simplifies core ongoing Risk & Compliance monitoring & management. As you might imagine, this delivers significant cost savings, reduces systemic Risk and increases efficiency - and enables optimal use of skilled internal Compliance resources. Amazing low cost for such functionality and benefit.
  • Financial/Audit compliance software currently available in the market offers end-users limited flexibility, is challenging to learn and often doesn't allow integration with other firmware packages. Kollate is the complete opposite allowing a broad range of compliance activities to be seamlessly integrated. This provides our business with significant administration cost reduction (eliminates duplication), faster client response times, better contract tracking and the dashboards provide detailed snapshots of how we are meeting our regulatory and compliance obligations.

Cons

  • * Ingestion functionality has a learning curve to understand initially * More out-of-the-box template options would be useful * Some more advanced customization features may require developer skills
  • There are few downsides to speak of. Kollate-it needs to continue to educate the market and demonstrate the real benefits to users.
  • Takes time to utilise it, however this is like all software and not limited to Kollate-it.
  • Not so much a dislike as stating the obvious - as with any new software, you have to establish it and get to know its full capabilities.
  • So far we haven't really encountered any apart from a few issues that are normal when learning new software.

Pros & Cons from Real Users

Pros

  • What I love most about Kopexa is having a single source of truth for our compliance frameworks like ISO 27001, NIS2, and GDPR. The cross-mapping feature is an absolute lifesave, it perfectly applies the DRY (Don't Repeat Yourself) principle to compliance, so we no longer have to maintain redundant evidence. The automated workflows and AI-assisted risk analysis save my SecOps team a ton of manual effort. On top of that, the UI is actually snappy and intuitive, which is rare for GRC tools.
  • The pricing is straightforward and modular. It includes ready-to-use frameworks for ISO 27001, NIS2, and GDPR, which drastically reduces setup time. Hosting is entirely in France and Germany, making data privacy and compliance discussions much easier. It automates evidence collection and risk tracking instead of forcing you to do it manually.

Cons

  • Honestly, I don't have any real complaints. If I have to nitpick: their release cycle is almost too fast! Sometimes it's hard to keep up with the changelog and all the new features they are pumping out. But realistically, rapid development is a great "luxury problem" to have compared to the stagnant legacy tools out there.
  • It is a cloud-only solution, so if strict company policies require on-premise hosting, this will not be an option. The platform is still expanding its native integrations for more obscure third-party tools.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Werkflo
Founded: 2020
Australia
werkflo.com.au/kollateit

Company Information

Kopexa
Founded: 2025
Germany
kopexa.com

Alternatives

Alternatives

KYC Portal

KYC Portal

Aqubix Ltd / Finopz
ShieldRisk

ShieldRisk

ShieldRisk AI

Categories

AI GRC Supported
Audit Supported
Compliance Supported
Due Diligence Supported
GRC Supported
RegTech Supported
Risk Management Supported

Categories

AI GRC Supported
Compliance Supported
GRC Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Supported
ISO Compliance Supported
OSHA Compliance Not Supported
Risk Management Supported
Sarbanes-Oxley Compliance Supported
Surveys & Feedback Not Supported
Version Control Supported
Workflow / Process Automation Supported

GRC Features

Auditing Supported
Disaster Recovery Not Supported
Environmental Compliance Supported
Incident Management Supported
Internal Controls Management Supported
IT Risk Management Not Supported
Operational Risk Management Supported
Policy Management Supported

Audit Features

Alerts / Notifications Supported
Audit Planning Supported
Compliance Management Supported
Dashboard Supported
Exceptions Management Supported
Forms Management Supported
Issue Management Supported
Mobile Access Supported
Multi-Year Planning Not Supported
Risk Assessment Supported
Workflow Management Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Supported
File Recovery Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Supported
Version Control Supported

Risk Management Features

Alerts/Notifications Supported
Auditing Supported
Business Process Control Supported
Compliance Management Supported
Corrective Actions (CAPA) Supported
Dashboard Supported
Exceptions Management Supported
Internal Controls Management Supported
IT Risk Management Not Supported
Legal Risk Management Supported
Mobile Access Supported
Operational Risk Management Supported
Predictive Analytics Not Supported
Reputation Risk Management Supported
Response Management Not Supported
Risk Assessment Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Environmental Compliance Supported
FDA Compliance Supported
HIPAA Compliance Supported
Incident Management Supported
ISO Compliance Supported
OSHA Compliance Supported
Risk Management Supported
Sarbanes-Oxley Compliance Supported
Surveys & Feedback Supported
Version Control Supported
Workflow / Process Automation Supported

GRC Features

Auditing Supported
Disaster Recovery Supported
Environmental Compliance Supported
Incident Management Supported
Internal Controls Management Supported
IT Risk Management Supported
Operational Risk Management Supported
Policy Management Supported

Integrations

Bitbucket Not Supported
GitHub Not Supported
Microsoft 365 Not Supported
Microsoft Entra ID Not Supported
Microsoft Excel Supported
Microsoft Word Supported
Personio Not Supported
Slack Not Supported

Integrations

Bitbucket Supported
GitHub Supported
Microsoft 365 Supported
Microsoft Entra ID Supported
Microsoft Excel Not Supported
Microsoft Word Not Supported
Personio Supported
Slack Supported
Claim Kollate-it and update features and information
Claim Kollate-it and update features and information
Claim Kopexa and update features and information
Claim Kopexa and update features and information