What do users say about Optro?

I use Optro as our one true source for all things audit, and we store our documents there, including our methodology and document requests. I like the flexibility to customize things; using OpsAudit and WorkStream for non-standard purposes has worked well for us. I love the new dashboards. I use OpsAudit for issue recertification and hashtags to link back to the original issue. I believe the initial setup was fairly smooth, though I joined right after. Review collected by and hosted on G2.com.

I find permissions to be a pain point. We have several groups using Optro, and in some cases permissions by role conflict, so it’s gotten complex. The drop-downs also don’t filter based on the selection. I’d like to select a Segment and have only the Divisions associated with it populate the next box. I don’t believe the group using CrossComply is satisfied, though I’m not familiar with the details. Review collected by and hosted on G2.com.

What I like about Optro is how it brings audit, risk, and compliance activities together in one easy-to-use platform. The dashboards make it simple to track audit progress, identify pending tasks, and stay updated on important issues. I also like the automated reminders and centralized documentation, which reduce manual follow-ups and make collaboration with different teams easier. Overall, Optro helps us manage audits more efficiently and gives us better visibility into risks and compliance activities. Review collected by and hosted on G2.com.

Optro is a great platform overall, but there is room for improvement in reporting and analytics, especially when it comes to customizing reports for specific business needs. Additionally, the enterprise risk assessment module could be enhanced by allowing approval requests to be sent directly to risk owners through the platform. This would reduce the need to track approvals manually over email, simplify follow-ups, and make the overall risk assessment process more efficient. Review collected by and hosted on G2.com.

The interface remains streamlined and intuitive, and the workflow is logical, which brings clarity to the audit process. It’s also customisable, so we can align it with our own audit methodology. What I like most in the recent releases is how Optro has extended that foundation with AI agents built specifically for GRC work. Instead of adapting generic models, the agents run within guardrails and risk appetites that we set, and every action is logged and audit-ready. As an auditor, I see that as the right balance: automation takes on the repetitive testing and evidence work, and my team keeps the judgement and the sign-off. The compliance agents also stand out given our work to harmonise controls across business units. They can handle framework scoping, evidence collection and control evaluation across multiple frameworks, which supports a consistent baseline at scale. Review collected by and hosted on G2.com.

Optro's new 2-tier, Core and Plus product tier is a lot simpler and streamlined. I appreciate Optro listening to feedback on this and making the change. Review collected by and hosted on G2.com.

Optro’s controls management and ops audit modules are where the tool really excels. They give businesses the ability to build a living, continuously evolving risk and controls matrix, and the overall experience is straightforward and user-friendly, even for new users.

They also keep innovating and rolling out new features based on customer feedback, including recent investments in integrations, Midship, and more.

More recently, they’ve made big strides in customer support by leveraging AI, which has helped us get faster, more tailored solutions. Review collected by and hosted on G2.com.

While Optro is fairly flexible overall, it does have some limitations—particularly around the control hierarchy in Controls Management. The Entity -> Process -> Subprocess structure really only supports L2 to L3 process levels, and it doesn’t allow you to create additional process levels beyond that.

I also wish the SOX risk assessment feature were more robust, especially when it comes to streamlining the mapping between control setup and the chart of accounts. As it stands, we still rely on Excel for scoping. And if you have multiple ERPs with different charts of accounts, the effort becomes even more complex and takes a lot of hard work to map everything out. Review collected by and hosted on G2.com.

Optro has many abilities that can be explored and leveraged for every team. Using it from the Auditor perspective, a consolidated platform is very helpful for Audits, Issue Mgmt, Dashboarding, Risk Assessments, Risk and Control Libraries and AI usage. Review collected by and hosted on G2.com.

As Optro has focused on more AI itineraries, their customer service has declined. Sales pitches are more obviously sales pitches and less customer-friendly onboarding experiences. Additionally, automated roll-out of un-announced changes has multiple times driven questions from team members about aesthetic or functionality changes within the system. Review collected by and hosted on G2.com.

It’s highly customizable. You can tailor it to your control environment, and it can be as detailed as your organization needs. Also has useful integrations with our supporting systems. Review collected by and hosted on G2.com.

Since it’s so highly customizable, once someone makes a decision or changes standard fields, it’s very hard to get back to the status quo. There’s also a lack of clarity around best practices and how other companies use it to simplify the control environment and enable more efficient usage. Review collected by and hosted on G2.com.

I enjoy that it's user-friendly. The application is very organized & easy to navigate. It's been simple to teach to new users as well. I used to work in organizations where we documented all testing in Excel, so now using Optro has shown a big difference. The speed & reliability of the application is great as well. I've never really experienced any issues with work saving down or fast enough. Review collected by and hosted on G2.com.

A room of improvement that I would suggest is to be able to pin certain control processes, for easier accessability. Review collected by and hosted on G2.com.

I like how easy the tool is to use, and how intuitive the screens and interfaces feel. The interface is straightforward, which makes it accessible for both beginners and experienced professionals. I also appreciate the way it connects objectives, risks, causes, consequences, mitigation strategies, mitigation actions, key risk indicators (KRIs), sub-risks, and other related elements in one coherent flow. Review collected by and hosted on G2.com.

My experience has been wonderful overall. On the rare occasions when I ran into an issue, the technical support team responded promptly and helped get it resolved. In addition, setting up risks and linking them together was straightforward and easy to follow. Review collected by and hosted on G2.com.

Auditboard is a tool for managing everything related to the application of audits, findings, auditable entities, among other strong features that the tool possesses. However, a very strong point is its great capacity for customization of Dashboard-type indicators, thanks to the tool it natively includes, Power BI. The possibilities with this integration are only limited by imagination. Any metric and Dashboard can be achieved, which will be natively integrated into the platform. Review collected by and hosted on G2.com.

An area of opportunity that can be improved is increasing the possibilities in managing user information, being able to fully construct the personnel hierarchies, something that is addressed through Power BI, but it can undoubtedly be much better naturally. Review collected by and hosted on G2.com.

the team at optro provides excellent customer service and the ai driven input and insight that pushes the platform to always provide the most tech advances audit experience is superb. Moving from other platforms to a such easier to navigate and user friendly for auditor and client has been key in the success of our project and value proposition Review collected by and hosted on G2.com.

provide a way to upload multiple folders at a time Review collected by and hosted on G2.com.