--- title: Optro Reviews meta_title: 'Optro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1597 reviews by the users' company size, role or industry to find out how Optro works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 1597 scale: '5' date_modified: '2026-07-14' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Optro Reviews **Vendor:** Optro **Category:** [Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,597 ## About Optro Optro (Formerly AuditBoard) is a GRC software solution that helps enterprises manage audit, risk, and compliance workflows through an agentic system of action. By using GRC-trained AI, centralizing disparate data points, and automating manual processes, the platform enables organizations to transition from reactive risk management to proactive strategic planning. The platform functions as a comprehensive ecosystem for risk managers, assurance leaders, internal auditors, and compliance officers. It addresses the increasing complexity of modern regulatory environments by providing tools for real-time monitoring and reporting. Optro facilitates a streamlined flow of information between teams, ensuring that risk data is not siloed but instead used to inform high-level business decisions. Optro’s approach allows companies to identify emerging threats and operational vulnerabilities before they impact the bottom line, ultimately turning risk management into a driver of organizational opportunity. ## Optro Pros & Cons **What users like:** - Users commend the **ease of use** of Optro, finding it efficient for various audit functions and assessments. (243 reviews) - Users find the **efficiency of audit management** in Optro exceptional, facilitating a seamless end-to-end auditing process. (150 reviews) - Users love the **intuitive interface** of AuditBoard, making it easy to navigate and manage assessments effectively. (113 reviews) - Users praise the **versatile modules and integrations** of Optro, highlighting its ease of use and comprehensive design. (100 reviews) - Users appreciate the **audit efficiency** of Optro, as it streamlines processes and enhances clarity throughout audits. (84 reviews) - Efficiency (82 reviews) - Organization (73 reviews) - Risk Management (68 reviews) - Time-saving (65 reviews) - Efficiency Improvement (60 reviews) **What users dislike:** - Users find Optro's **limited functionality** hampers analytics and makes project creation cumbersome at times. (71 reviews) - Users express frustration over the **need for improvement** in Optro, particularly regarding audit assessments and lack of guidance. (63 reviews) - Users find the **limited customization** of Optro challenging, especially regarding dashboard creation and role complexities. (54 reviews) - Users find Optro's interface **not intuitive** , leading to challenges in navigating and utilizing its features effectively. (54 reviews) - Users face challenges due to the **limited formatting options** on Optro, affecting organization and usability. (51 reviews) - Users find the **limited features** of Optro restrict their ability to efficiently manage tasks and access data. (45 reviews) - Difficulty (44 reviews) - Lack of Guidance (44 reviews) - Learning Curve (39 reviews) - Users are frustrated by the **missing features** in Optro, impacting usability and limiting customization capabilities. (39 reviews) ## Optro Reviews ### 1. Great for PBC Management, Needs Better ITGC System-Level Conclusions **Rating:** 5.0/5.0 stars **Reviewed by:** Anabel W. | IT SOX Testing & Data Analytics Senior Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The work stream feature for managing PBCs with control owners, especially because we can give visibility to our external auditors **What do you dislike about Optro?** Inability to conclude on ITGC effectiveness by system. We have controls that are applicable to 90 in scope systems and we cannot document conclusions by system within the control. **What problems is Optro solving and how is that benefiting you?** Everything is in one place - evidence collection, documentation, testing and issues. Easy to use and see prior year. ### 2. Intuitive and Customizable, But Platform Can Be Slow **Rating:** 4.0/5.0 stars **Reviewed by:** Joshua L. | Manager - Cyber Risk, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The product is intuitive and offers a good level of customization. I also appreciate that the company values customer feedback and incorporates it into their roadmap. **What do you dislike about Optro?** There are many different modules available, but the platform can sometimes be slow. **What problems is Optro solving and how is that benefiting you?** Enterprise risk insights, cross-team collaboration, and reporting are all valuable in helping us meet the needs of our leadership. These aspects contribute significantly to fulfilling what our leaders require. ### 3. Comprehensive GRC Platform, But Support Could Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Jose R. | Security Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** It is a comprehensive platform for my company's GRC needs, providing a dependable way to manage all our internal processes in a single, unified space. **What do you dislike about Optro?** Our team needs support to deepen our knowledge and understanding of the tool. We have struggled to bring everyone together, but I have collected the necessary information to reach out to our CSM and arrange some sessions. **What problems is Optro solving and how is that benefiting you?** Solutions for compliance, risk, and governance. ### 4. Great Module Integration, but Implementation Can Be Challenging **Rating:** 3.5/5.0 stars **Reviewed by:** Amy D. | Senior Risk Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The way modules are connected within our organization is an important aspect to consider. **What do you dislike about Optro?** I have experienced challenges with the implementation process. **What problems is Optro solving and how is that benefiting you?** The RCSA process has been developed. ### 5. Innovative and Forward-Thinking, But Needs Better Alignment with Current Practices **Rating:** 3.0/5.0 stars **Reviewed by:** Alexis P. | Senior Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** How innovative they are and continue to be. **What do you dislike about Optro?** Some of the functionalities are not aligned with current practice. **What problems is Optro solving and how is that benefiting you?** Document repository for operational audits and SOX. ### 6. AuditBoard is great for automation and user accessibility. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Optro?** I appreciate the automation that AuditBoard offers, along with its user-friendly features, as these help bridge the technology gap with our stakeholders. **What do you dislike about Optro?** In addition to the confusing access permissions, the dashboards aren't easy to customize or adapt to our specific needs. **What problems is Optro solving and how is that benefiting you?** This solution addresses our need for automation by eliminating manual tasks that are central to our business operations. It also meets our requirements for a central repository, supporting both our control documentation and testing processes. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team with automation. We’re actively working on new features, and your feedback will help inform those! ### 7. Love it **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie B. | Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** The configurability and use of technology make this a convenient one-stop shop. **What do you dislike about Optro?** Changes sometimes impact current processes **What problems is Optro solving and how is that benefiting you?** One place for all audit process documents ### 8. Great Module Integration, But New Features Need Refinement **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth D. | Senior Auditor - Technology (Professional Practices Group), Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Love how modules are connected to each other. **What do you dislike about Optro?** New features are rolled out that still need a lot of improvements. **What problems is Optro solving and how is that benefiting you?** A one stop shop. ### 9. Significant efficiencies using OpsAudit and SOXHub **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2020 **What do you like best about Optro?** Using SOXHub made the SOX testing process much more efficient with both our internal control owners as well as our external auditors. **What do you dislike about Optro?** Nothing yet, has been a great tool and helps collaboration. **Recommendations to others considering Optro:** It has been a great tool so far. **What problems is Optro solving and how is that benefiting you?** External auditor access to testing has improved greatly and made it easier for our external auditors to rely on IA testing. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team gain efficiency. We’re actively working on new features, and your feedback will help inform those! ### 10. Impressive Automation and Risk Tools, But Upgrade Notifications Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Candice M. | Corporate Senior Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I appreciate the automation features and the convenience of having all my data stored in a single location. I also find the Connected Risk functionality to be quite impressive. **What do you dislike about Optro?** There are frequent system upgrades, but our team is not always notified when these updates occur. **What problems is Optro solving and how is that benefiting you?** The convenience of having all data stored in a single location is a significant advantage. ### 11. AB has been very valuable to our org. Streamlining processes and over time eliminating duplicity. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** User friendly. The training teams are invaluable **What do you dislike about Optro?** A couple things that stick out is when adding work papers, you have to add them in a specific order to show up according to your narrative. Haven't found a way to rearrange. Another area would be deleting work papers and having to 'check out first before deleting. **What problems is Optro solving and how is that benefiting you?** Streamlining collaboration with the business. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team streamline processes. We’re actively working on new features, and your feedback will help inform those! With respect to your comment on work papers, we will be sure to pass this along to our product team for consideration in future updates. ### 12. A fantastic audit tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sebastian L. | Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** Auditboard makes reviews and documentation extremely easy. **What do you dislike about Optro?** The workstream module can be complicated and difficult to manage. **What problems is Optro solving and how is that benefiting you?** Audit reviews and documentation retention. ### 13. SOX Controls Made Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Nick N. | Senior Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Optro?** I like how easy AuditBoard makes it to document and test SOX controls. Once you learn the system, linking information is simple and intuitive. The platform also offers a vast library of resources, including trainings, guides, and recorded learning sessions, making it easy to find answers or get closer to a solution with a little research. What truly stands out, though, is the community AuditBoard has built. The platform fosters knowledge-sharing on a level I’ve never experienced before—connecting me with auditors across the globe to troubleshoot solutions and discuss best practices. I’ve interacted with and learned from more auditors through AuditBoard than I ever could have through my local CPA chapter, which speaks volumes about its reach and impact. I also like the fact so many of AuditBoard's employees come from the audit industry. They know what I am looking for or to do, and they actually come out with a lot of enhancements based on their experiences auditing. **What do you dislike about Optro?** AuditBoard does not do the best with letting clients know about issues happening within their system that are impacting users and sometimes we only find out after we submit a service desk ticket in. Examples include times when we could not download our testing documents and this was a known issue affecting multiple customers, yet we did not learn that this issue was being worked on until after a ticket was submitted. Customer support does do well with working with you once a ticket is submitted which is a positive, I just think they could be more proactive. **What problems is Optro solving and how is that benefiting you?** It is the repository for all of our working papers. It's our one stop solution to the current year and all prior year work papers becuase you can access it all through the site. ### 14. User-Friendly and Fast, But Permissions Can Be Tricky **Rating:** 5.0/5.0 stars **Reviewed by:** Paola T. | SVP Director, Business Risk & Control, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The user friendliness and quick updating/movement of the platform. Customer support has been helpful. Many available features. We use it daily and its easy to integrate into daily functions. **What do you dislike about Optro?** The permissions are difficult to manage sometimes. **What problems is Optro solving and how is that benefiting you?** Helps reporting for the C suite tremendously. Helps with avoid duplication of efforts and provides clear visibility into the state of the bank. ### 15. AuditBoard **Rating:** 4.0/5.0 stars **Reviewed by:** Jacob D. | Lead Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** The ease of use and organization of the sox module. The ability to customize the fields! **What do you dislike about Optro?** Sometimes fields need support to be updated or changed. **What problems is Optro solving and how is that benefiting you?** The organization of the controls and testing procedures is effective, and it assists in structuring audit worksteps. This helps streamline the audit process and ensures that each step is clearly defined. ### 16. Comprehensive Platform, But Support Quality and Price Are Concerns **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** This is an integrated platform that brings together controls, operational audits, and enterprise risk management, among other features. **What do you dislike about Optro?** The price has increased more than we would have preferred. Since the acquisition, the quality of support has declined. It no longer feels like practitioners helping other practitioners; instead, it now seems like software professionals assisting customers. **What problems is Optro solving and how is that benefiting you?** I am responsible for managing a wide range of enterprise risks, along with the activities designed to mitigate them. The process involves overseeing numerous risks and ensuring that appropriate measures are in place to address each one effectively. ### 17. Audit Board Insightful savvy innovation promoting intelligent platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Freda H. | VP-Operations Sr. Manager PMP, Agile, Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2025 **What do you like best about Optro?** The Intergration of ERM, RISK, Compliance and many more capabilities that provides a ROI over time able to scale, automation that increases our Proformance by reduction of repetitive task, analytics that assist with control testing while leveraging our data, reporting, modernizing risk, regulations, compliance and audit utilizing a connected platform. **What do you dislike about Optro?** Evidence collection and reporting dashboards are a pain point **What problems is Optro solving and how is that benefiting you?** We had system that were fragmented the platform is connected and able to be tailored for additional attributes such as ESG, Emerging risk, updated regulatory policies. ### 18. Easy Documentation Management, But Process Transfers Need Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Yasir I. | Manager, Internal Controls, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The platform is straightforward to use when it comes to handling documentation requests and working together with management. **What do you dislike about Optro?** When you need to transfer controls between different processes or subprocesses, it can be a challenge. **What problems is Optro solving and how is that benefiting you?** I am responsible for handling documentation requests, overseeing control certification, and managing issues. These tasks are essential parts of my role. ### 19. Comprehensive Audit Tool with Easy Attachments and Questionnaires **Rating:** 5.0/5.0 stars **Reviewed by:** Zahra Z. | Infernal auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** I like the way that we have all steps to do in audit and we can attach anything as a prove We also have quetsionaire **What do you dislike about Optro?** Nothing to say bad for the moment. I appreciat how is it **What problems is Optro solving and how is that benefiting you?** Make it easy every thing for the rest of the team and leaving all prove so no lost informations ### 20. Streamlines Evidence Collection Workflows Effortlessly **Rating:** 4.0/5.0 stars **Reviewed by:** Zhu H. | SOC 1 Internal Audit Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** It streamlines the evidence collection workflows so I can have a centralized location to maintain all the audit requests in an efficient way. **What do you dislike about Optro?** When multiple users are assigned to one request, once one of them hit submit for review, the other users can't upload anything anymore. **What problems is Optro solving and how is that benefiting you?** AuditBoard helps us to perform SOC 1 compliance audit. ### 21. Centralized Controls and Automation, But Needs Offline Mode **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Soxhub makes it much more convenient to manage everything, as all controls are centralized in one location rather than being scattered across a shared drive or Teams site. I also appreciate the automated PBCs, which streamline the process further. **What do you dislike about Optro?** There is no offline mode available, which becomes a significant issue during outages. **What problems is Optro solving and how is that benefiting you?** Live RCM brings together all control information, testing details, and historical data on a single page, making it easy to access everything in one place. This setup also streamlines PBC requests by allowing control owners to manage them more efficiently. ### 22. Great tool, nice user interface and easy customization **Rating:** 4.0/5.0 stars **Reviewed by:** C H. | Senior Expert | IT & Cybersecurity audit, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Optro?** Very simple to use, there are videos available for users to watch and learn about the tool. AI feature is being integrated and it saves a lot of time. **What do you dislike about Optro?** There is no save button in most places and accidental changes are saved automatically. Need to contact admins to roll it back. **What problems is Optro solving and how is that benefiting you?** Document audits and issues ### 23. Great for Workflow Management, But Customization Falls Short **Rating:** 4.5/5.0 stars **Reviewed by:** Michael L. | IT Compliance Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Defined workflows, ease of use for stakeholders and audit and compliance staff **What do you dislike about Optro?** some of the workflows are rigid and are not very customizable. this issue and action plan form customization is not user friendly and drag and drop editor has been promised for several years but never delivered **What problems is Optro solving and how is that benefiting you?** Providing a structured workflow for project management ### 24. Great for Audit Organization, But Module Access Is Confusing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Ops audit the work steps like keeping our audit files in a good way **What do you dislike about Optro?** All the extra modules being extra money not knowing what I have and don’t have and won’t know unless I talk to my manager who’s in charge of AB **What problems is Optro solving and how is that benefiting you?** Keeping our documentation. Having it all in a go to spot ### 25. Great Collaboration Platform, But Workflow and Customization Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Central platform for control documentation and testing with access for various parties to collaborate **What do you dislike about Optro?** Issue management and workflow is challenging. Roles and permissions are complex. Creating custom dashboard has a larger learning curve compared to the rest of the platform. **What problems is Optro solving and how is that benefiting you?** Trusted source of truth with easy review workflows and document retention for controls testing ### 26. Effortless Note Storage for Testing, but not great across modules **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** easy place to store test notes. Testing for controls is easily stored in one location **What do you dislike about Optro?** The system as a whole lacks smooth integration between its modules. It feels as though the software was developed by ten different people, each responsible for a separate module, and then all the pieces were simply combined into one platform. **What problems is Optro solving and how is that benefiting you?** All information is stored in a single, easily accessible location, making it simple to find what you need. Managing data for the various entities it tracks is straightforward and does not require the use of spreadsheets. ### 27. Streamlines Risk Management, Worth the Initial Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Christie K. | Director SOX compliance, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Auditboard helps organize risk across multiple sectors of the business and organize the flow of work for those in the business. **What do you dislike about Optro?** There is learning curve and set up to initially implement the product that does take investment. However, once past that investment it becomes worthwhile. **What problems is Optro solving and how is that benefiting you?** It streamlines work for our team with ease. ### 28. Effortless Automation and User-Friendly Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Michael S. | Senior Risk Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Automation and ease of use, easy for business partners to submit data **What do you dislike about Optro?** I dislike the use of the dashboards and the lack of support for the dashboards. Also that the dashboards can only be printed via PDF **What problems is Optro solving and how is that benefiting you?** Solving the problem of a less manual process for collecting data and completing risk surveys ### 29. Customizable Dashboards Shine, But Integration Support Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I appreciate the analytical database and the ability to create custom ABI dashboards. This feature lets me tailor and build insights from auditboard data to fit the specific needs of my business and the way I use auditboard. **What do you dislike about Optro?** Obtaining support for integrations can be challenging. At the moment, I am experiencing issues with getting the Alteryx integration to function properly within AuditBoard. **What problems is Optro solving and how is that benefiting you?** Auditboard provides our team with a centralized platform for managing both audit documentation and audit planning. It serves as a convenient one-stop solution for these essential tasks. ### 30. User-Friendly and Efficient, But Pricey **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron P. | IT Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Useability - very easy to use and request documentation verification from our stakeholders. **What do you dislike about Optro?** Cost - it is an expensive product. In addition, sometimes the updates can take time to get adjusted too. **What problems is Optro solving and how is that benefiting you?** It helps the audit team "tell the story" by documenting our work. It also streamlines the document request process. ### 31. Internal Control and Internal Audit modules implementation feedback **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Tobacco | Enterprise (> 1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Optro?** End user friendly, Owner dashboard and interaction, end to end automation of key audit and assurance activities, self service configuration **What do you dislike about Optro?** Reporting capabilities (especially when it comes to customized dashboards, consolidated results), Control Self Assessment process and technical limitation and integration (incl. reporting, issue mgt), Roles & Permissions **What problems is Optro solving and how is that benefiting you?** Move from a full spreadsheet environment on core internal control and audit/assurance activities into an integrated GRC platform. ### 32. Innovative and Responsive, But Needs More Module Integration/Standardization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** AuditBoard is always evolving and introducing new features. They pay attention to customer feedback and make a real effort to assist their users. **What do you dislike about Optro?** It appears that the modules have been developed separately, resulting in overlapping features across the system. I would appreciate a greater focus on standardizing functionality and improving the way each module integrates with the others. **What problems is Optro solving and how is that benefiting you?** The platform helps to standardize processes while also providing an interface that is easy to use. Additionally, it offers access to data that can be easily reported. ### 33. Effortless Audit Reviews, But Lacks Rich Text Formatting **Rating:** 4.0/5.0 stars **Reviewed by:** Hannah H. | audit consultant, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** i like the ease of audit reviewing workpapers and making each workpaper required. **What do you dislike about Optro?** i do not like how you can not use rich text or bold or bullet points. **What problems is Optro solving and how is that benefiting you?** time saving in audit reviewing and consistency. but looking forward to using it for ERM for the company. ### 34. Intuitive and Versatile, But Pricey with Inconsistent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Optro?** This software is easy to use and highly intuitive. It offers an excellent workflow that streamlines the review process through automation. Additionally, there are many modules available, which adds to its versatility. **What do you dislike about Optro?** There is a high turnover rate among customer support staff, which can make it difficult to get consistent help. The product itself is quite expensive, and on top of that, you have to buy extra modules and different tiers just to access all the features you need. **What problems is Optro solving and how is that benefiting you?** This is an audit management tool. ### 35. Excellent integrated Audit Solution platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** We have enjoyed having Risk, Opsaudit, and Sox all in one system. This provides connected risk assessments and management. **What do you dislike about Optro?** Not being able to move document attachments around. **What problems is Optro solving and how is that benefiting you?** We have enjoyed having Risk, Opsaudit, and Sox all in one system. This provides connected risk assessments and management. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team by providing connected risk assessments and management. We’re actively working on new features, and your feedback will help inform those! ### 36. Great for Audit Reporting, Looking Forward to More Enhancements **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Optro?** AuditBoard has help me a lot in reporting and consolidation of audit details and issue information. **What do you dislike about Optro?** There are still some limitation to AuditBoard, but I’m sure AB will take into consideration and enhance in the near future! **What problems is Optro solving and how is that benefiting you?** Auditable entities, help to plan audit for next year ### 37. Excellent Audit Tracking, But Needs Better Training Resources **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** Its ability to track all of our audits and organize the data into a clear format has been very helpful. **What do you dislike about Optro?** There is a need for more comprehensive training videos that clearly explain how to fully utilize all of its features and capabilities. **What problems is Optro solving and how is that benefiting you?** The training covered both data tracking and audit execution. It provided a clear understanding of how to monitor data effectively and carry out audits with precision. Overall, the session was informative and helped me grasp the essential concepts involved in these processes. ### 38. Great for Team Collaboration, But Customization and Spell Check Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Mason R. | Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** I appreciate that my entire team is now working within a single system. **What do you dislike about Optro?** I’m not a fan of how limited the customization options are for the text boxes, and I also find the lack of spell check frustrating. **What problems is Optro solving and how is that benefiting you?** Connecting all our risks in one place ### 39. Great for SOX Program Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2018 **What do you like best about Optro?** Great user experience. Clean interface is easy to use. Comprehensive SOX program management from risk assessment to deficiency analysis. Great company is attentive to customer requests. **What do you dislike about Optro?** Nothing. The tool meets our needs perfectly. **What problems is Optro solving and how is that benefiting you?** SOX Program Management. We have realized efficiencies in our SOX life cycle. ### 40. User-Friendly and Versatile, But Bug Issues Require Attention **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** It is very user friendly for all users and it fits all our needs. **What do you dislike about Optro?** We have had a lot of issues this year and bugs that we needed to work with engineers. **What problems is Optro solving and how is that benefiting you?** Auditboard is helping us with mundane tasks and provide a more detailed approach. ### 41. Comprehensive all-in-one solution for all your auditing needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick N. | Internal Auditor I, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Optro?** I think my favorite thing about Auditboard is the ability to incorporate just about any file format - whether that be excel spreadsheet, word document, pdf, outlook file, powerpoint slide, etc! Not only can you incorporate almost any file format, but you can open it for editing and when you're done, you can save it and it updates the document to include the changes that were made. Having a centralized one-stop shop for an audit department is a must, and auditoard exceeds all other competition! **What do you dislike about Optro?** The price. With all the included features, a higher price is to be expected. Nonetheless, it's worth every penny! **What problems is Optro solving and how is that benefiting you?** Helping to maintain organization and the ability to keep track of assignments & projects with ease. Also, the user-friendliness of Auditboard makes it easy for anyone to learn and excel in! **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Nick! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team visualize data. We’re actively working on new features, and your feedback will help inform those! ### 42. Great Integration, But Limited Stakeholder Access in ITRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Like the integration between ITRM , TPRM & Cross comply in one tool. **What do you dislike about Optro?** One issue is that it lacks the same level of support for access in ITRM. For instance, we are unable to make comments on risks visible to our stakeholders. Currently, comments can only be seen by those who are tagged or by users who have stakeholder access. **What problems is Optro solving and how is that benefiting you?** It offers a centralized place to manage the risk register, as well as a single location for controls, threats, policies, and frameworks. ### 43. AuditBoard is good **Rating:** 3.5/5.0 stars **Reviewed by:** Mariel H. | Systems Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Optro?** I can find information about engagements and export them **What do you dislike about Optro?** The dashboards have a horrific lag time and the ADA makes you connect through Postgres instead of connect directly to SQL Server **What problems is Optro solving and how is that benefiting you?** It's allowing us to track our audit engagements, which helps me aggregate metrics ### 44. Easy No-Code Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Reeti P. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** AuditBoard offers no-code configuration, which makes it straightforward to manage. **What do you dislike about Optro?** Many of the features are point-solutions and not integrated across the platform **What problems is Optro solving and how is that benefiting you?** I typically work with clients implementing AuditBoard and see benefits and efficiency when they embrace the change in the way they work. ### 45. Flexible Tool That Adapts to Your Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Joy Y. | IT Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** This is a flexible tool, allowing you to adapt it to suit your specific use case. **What do you dislike about Optro?** I wish there were more examples showing how companies actually use the tool in practice. **What problems is Optro solving and how is that benefiting you?** We hope to have better insight into IT risk, identify themes and trends. ### 46. Innovative Product with Excellent Support, But Limited UI Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Preston P. | Sr. Compliance Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The support and product innovation is absolutely amazing! **What do you dislike about Optro?** That the UI is not customizable in policies, I want to turn off print to pdf and cannot because it’s built into the UI. **What problems is Optro solving and how is that benefiting you?** We are a growing company so growth and organization is top priority. ### 47. AuditBoard experience 2 **Rating:** 3.5/5.0 stars **Reviewed by:** helena l. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2022 **What do you like best about Optro?** Visibility and ease of use. I can also integrate other functions too **What do you dislike about Optro?** Takes a little time to learn how to use Auditboard **What problems is Optro solving and how is that benefiting you?** Ease of review and visibility **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Helena! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team by providing visibility. We’re actively working on new features, and your feedback will help inform those! ### 48. Effortless Control Management, But Manual Saves Needed for List Views **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** AuditBoard SOXHub provides easy ability to make updates to controls and relevant information related to the controls as well as exporting all of the information in order to customize or evaluate the information outside of AuditBoard. It is also easy to navigate between the different elements. **What do you dislike about Optro?** When list views are updated, you have to manually click save for it to remain the way you customized it. **What problems is Optro solving and how is that benefiting you?** Better documentation, with easy exporting of testing to external audit and management of SOX controls. ### 49. Senior GRC Analyst **Rating:** 4.5/5.0 stars **Reviewed by:** Devon P. | Counter Intelligence Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about Optro?** The emerging work flow improvments in the cross comply product. **What do you dislike about Optro?** The new update limiting how you access workstream tasks to a specific task hyperlink that moves you to a new webpage. **What problems is Optro solving and how is that benefiting you?** Centralized location for audit and control housing. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Devon! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s providing you and your team a centralized location for audit. We’re actively working on new features, and your feedback will help inform those! ### 50. Centralized Testing Made Easy, But Needs Better Risk Assessment and Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Having all my testing tools in one place makes it much easier to keep everything organized. I find it simple to manage and access information when everything is centralized. **What do you dislike about Optro?** The Risk Assessment section isn't very effective for our needs. Additionally, we would benefit from having more custom fields available in OpsAudit. **What problems is Optro solving and how is that benefiting you?** AuditBoard simplifies the audit process for our team, making it easy to complete our work. Having everything centralized, along with well-organized templates, enables us to carry out audits efficiently. ## Optro Discussions - [Is there any possibility of reviewing the work papers within tool rather than downloading them.](https://www.g2.com/discussions/12286-is-there-any-possibility-of-reviewing-the-work-papers-within-tool-rather-than-downloading-them) - 2 comments, 1 upvote - [What is audit management software?](https://www.g2.com/discussions/what-is-audit-management-software) - 1 comment - [What is Soxhub?](https://www.g2.com/discussions/what-is-soxhub) - 1 comment - [What is AuditBoard used for?](https://www.g2.com/discussions/what-is-auditboard-used-for) - 1 comment - [View Optro pricing details and edition comparison](https://www.g2.com/products/optro/reviews?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-14+15%3A55%3A48+-0500&secure%5Bsession_id%5D=4253e069-34ea-414e-93f7-e0996853b9fb&secure%5Btoken%5D=dc891ec7672b1b4bfadb3947bc750d1e7e1b750e72b21ba7a9e7e3fe63b1a720&format=llm_user) ## Optro Integrations - [AccountSight](https://www.g2.com/products/accountsight/reviews) - [Alteryx](https://www.g2.com/products/alteryx/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Bitsight](https://www.g2.com/products/bitsight/reviews) - [Compliance.One](https://www.g2.com/products/confdnt-compliance-one/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [Lexis® for Microsoft® Office](https://www.g2.com/products/lexis-for-microsoft-office/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [Slack](https://www.g2.com/products/slack/reviews) ## Optro Features **Data Collection** - Data Types - Data Sources - Third Party **Risk Assessment** - Scoring **Generative AI** - AI Text Generation **Generative AI** - AI Text Summarization - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Reporting** - Ratings - Investment - Public **Risk Control** - Reviews - Policies - Workflows **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Monitoring - IT Risk Management** - AI Monitoring **Agentic AI - Regulatory Change Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Risk Management** - Risk Identification - Risk Classification - Risk Methodology - Goals Monitoring **Integration** - Governance, Risk & Compliance - Finance - Environmental, Quality and Safety Management **Monitoring** - Vendor Performance - Notifications - Oversight **Documentation - Audit Management** - Checklists **Agentic AI - IT Risk Management** - Autonomous Task Execution - Multi-step Planning **Reporting** - Templates - Centralized Data - 360 View **Risk Management - Environmental, Social, and Governance (ESG) Reporting** - Communications - Risk Identification - Risk Assessment - Strategic Planning **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance **Business Continuity Management** - Recovery Plans - Procedure Templates - Crisis Management **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Benchmarking & Competitive Analysis - Actionable Insights - AI-Enabled ESG Reporting - Performance Tracking - Compliance Reporting **Agentic AI - Third Party & Supplier Risk Management** - Adaptive Learning - Decision Making **Agentic AI - Environmental, Social, and Governance (ESG) Reporting** - Autonomous Task Execution - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility **Services** - Implementation - Training & Learning - Customer Support - Professional Services ## Top Optro Alternatives - [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) - 4.6/5.0 (189 reviews) - [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) - 3.6/5.0 (17 reviews) - [SAI360](https://www.g2.com/products/sai360/reviews) - 4.2/5.0 (119 reviews)