--- title: Optro Reviews meta_title: 'Optro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1623 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: 1623 scale: '5' date_modified: '2026-08-14' 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:** 1,623 ## 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 appreciate the **ease of use** of Optro, finding it great for basic audit functions and assessments. (243 reviews) - Users appreciate the **efficiencies** of Optro, finding it easy to use for comprehensive audit functions and connections. (150 reviews) - Users find the software to be **intuitive and user-friendly** , enhancing their overall experience when configured properly. (113 reviews) - Users love the **versatile modules** of Optro that facilitate easy linkages and centralize functionality efficiently. (100 reviews) - Users love the **audit efficiency** of Optro, benefiting from seamless integration and streamlined processes throughout their 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 the **limited functionality** of Optro restricts their ability to fully utilize analytics and projects. (71 reviews) - Users find that **improvement is needed** , particularly in risk assessment integration and user guidance for the Optro platform. (63 reviews) - Users find **limited customization** in Optro, facing challenges with complex roles, permissions, and dashboard creation. (54 reviews) - Users find the **interface not intuitive** , making feature navigation and understanding complex functionalities a challenge. (54 reviews) - Users struggle with **limited formatting options** and find some AI features unhelpful for organizing work papers effectively. (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. Robust GRC Solution, but Implementation Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** This is an enterprise-level system designed to address Audit, Risk, and Compliance needs. **What do you dislike about Optro?** The implementation setup is challenging and lacks thoughtful design. **What problems is Optro solving and how is that benefiting you?** We have centralized our audits, action plans, as well as our risk and compliance processes. ### 2. Great Customization and Support, But Processing Can Be Slow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Customized features and customer support; advanced AI features **What do you dislike about Optro?** Slow processing speeds and sometimes very form heavy **What problems is Optro solving and how is that benefiting you?** Combination of all of our RCMs in one blade for all brands. Tracking issue remediation and mitigation. Documenting operational audits. ### 3. Experience with AuditBoard **Rating:** 3.5/5.0 stars **Reviewed by:** Guillermo Ariel G. | Ecommerce Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Optro?** Managed and executed internal audits using AuditBoard, ensuring compliance with SOX and other regulatory requirements **What do you dislike about Optro?** The platform helped centralize documentation, but navigating complex workflows often slowed down the audit process. **What problems is Optro solving and how is that benefiting you?** Streamlines and automates audit workflows, significantly reducing manual effort and improving efficiency. ### 4. Impressive Analytics, But Module Integration Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I like the new analytics features that AuditBoard has shared during the AuditBoard conference **What do you dislike about Optro?** The modules do not integrate with one another **What problems is Optro solving and how is that benefiting you?** Document repository for audit work which helps to have centralization of information ### 5. AUDITBOARD review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I like that it is easy to communicate across my team **What do you dislike about Optro?** There are a lot of fees for extra products that would be helpful to be automatically included **What problems is Optro solving and how is that benefiting you?** It’s easier to collaborate among peers ### 6. Good! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** I appreciate the version control and focus on user improvement. **What do you dislike about Optro?** Some features could use tune ups, such as editing PDF workpapers within AuditBoard. **What problems is Optro solving and how is that benefiting you?** Central repository, archive log, and easy review structure. **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 a central repository. We’re actively working on new features, and your feedback will help inform those! ### 7. Overall great intuitive experience. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Optro?** Ease of use with external audit and workstream **What do you dislike about Optro?** New filtering is not great or easy to use **What problems is Optro solving and how is that benefiting you?** All in one resource or internal controls ### 8. Easy Navigation, But Dashboarding Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** Navigation Ease and interface. Love the workstream functionality **What do you dislike about Optro?** Dashboarding functions could be easier to navigate **What problems is Optro solving and how is that benefiting you?** The platform is easy to access, even for those who are not audit members. ### 9. Great for IT File Annotation, But Permissioning Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Aviation & Aerospace | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Annotate. Helps with IT configuration files! **What do you dislike about Optro?** Permissioning is very limited. We would like to parcel it out more **What problems is Optro solving and how is that benefiting you?** It helps with audit workflows between auditor and mgt ### 10. Using **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Optro?** I like the user interface as it is easy to use. **What do you dislike about Optro?** New user and learning but cost of each different function. **What problems is Optro solving and how is that benefiting you?** Tracking projects and maintaining records. **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 track projects. We’re actively working on new features, and your feedback will help inform those! ### 11. Effortless Work Consolidation Makes a Difference **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** The ability to consolidate work and share with colleague. **What do you dislike about Optro?** Ability to source data and put in usable format to trend. **What problems is Optro solving and how is that benefiting you?** It allows for audit consolidation and repetitiveness. ### 12. Great Connected Platform, But AI Integration Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Connected platform across risk products. **What do you dislike about Optro?** AI integration can be enhanced. Also risk assessment **What problems is Optro solving and how is that benefiting you?** Use as a consultant. Easier to manage workpapers and streamlines the process. ### 13. Great Workflow Features, But Pricing and Support Need Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I like the workflows and capabilities that help with documentation **What do you dislike about Optro?** Pricing and lack of customer success support **What problems is Optro solving and how is that benefiting you?** Help us streamline a lot of audit workflows ### 14. Intuitive Features Make It a Standout Choice **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** It has intuitive features on the platform **What do you dislike about Optro?** Some features are not applicable on all modules. **What problems is Optro solving and how is that benefiting you?** We'd like to centralize and digitize some of our processes. ### 15. All-in-One Audit Tool, But Needs Better Configuration Guidance **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Customizable and all in one location to perform audits **What do you dislike about Optro?** Can be tough to find guidance on how to configure the platform **What problems is Optro solving and how is that benefiting you?** Helps centralize information ### 16. Highly Customizable and Perfectly Structured for Our Organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** Structured and customized to the needs of the organization **What do you dislike about Optro?** Pretty good so far, no major downsides yet. **What problems is Optro solving and how is that benefiting you?** Document management, file management, simultaneously editing audit files. ### 17. New Customer on Auditboard **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Easy interface, lots of options, great support **What do you dislike about Optro?** Instructional videos and documentation could be better **What problems is Optro solving and how is that benefiting you?** Organizing all audit and IT functions into an intuitive portal ### 18. Ops Audit Feature Stands Out as a Favorite **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Ops Audit is the best for internal Audit **What do you dislike about Optro?** Nothing much as we are still exploring the capabilities **What problems is Optro solving and how is that benefiting you?** Decentralized solutions for Internal Audit management ### 19. Provides a Great Overview **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** It provides a great overview for an easy navigation. **What do you dislike about Optro?** It can be difficult to set it up according to your needs. **What problems is Optro solving and how is that benefiting you?** Stores control evidence ### 20. Great Platform Integration, But Too Complicated **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Connected platform and can be used for many purposes **What do you dislike about Optro?** Complicated system which is hard to use now **What problems is Optro solving and how is that benefiting you?** Sox testing and ops testing ### 21. Effortless Collaboration and User-Friendly Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Ease to use and collaboration between different teams **What do you dislike about Optro?** Dashboards could be better . May require customization **What problems is Optro solving and how is that benefiting you?** Digitization of risk register and assessments ### 22. My review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Centralized and connected risks and controls **What do you dislike about Optro?** Don’t see any value in AB test workpapers (annotations) vs excel **What problems is Optro solving and how is that benefiting you?** Demonstrating compliance with standards. ### 23. Helps us to increase efficiency in our audit work **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Optro?** The ability to work seamlessly within AudiBoarc **What do you dislike about Optro?** Our regional setup isn’t as conducive to the normal configuration **What problems is Optro solving and how is that benefiting you?** Mainly helps us to work more efficiently and help address a backlog of planned audits ### 24. Internal Audit Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** ability to customize the platform is what I like best **What do you dislike about Optro?** timeliness is escalation of customer support tickets **What problems is Optro solving and how is that benefiting you?** Delegation **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. We’re actively working on new features, and your feedback will help inform those! ### 25. Great for Collaboration, But Navigation Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Collaboration with different teams and stakeholders **What do you dislike about Optro?** Navigating certain sections and permissions **What problems is Optro solving and how is that benefiting you?** KRI tracking, risk mitigation, dashboard s ### 26. Bean Counter’s Delight **Rating:** 4.0/5.0 stars **Reviewed by:** Ernest L. | Director, Information Technology, Enterprise (> 1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Optro?** Easy to use easy to access easy to complete **What do you dislike about Optro?** Action items could be easier to track. Make emails easier to whitelist. **What problems is Optro solving and how is that benefiting you?** Sox and other IT audits ### 27. So far so good , there are a few things have limitation, not completed what I expected **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel L. | Internal Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Optro?** SOX is good. Easy to use. I can also use one portion for different modules **What do you dislike about Optro?** Taking time to make change and creat projects. Limitation on ACP access controls **What problems is Optro solving and how is that benefiting you?** Manage operation audits , FRA, ERM, privileged audits ### 28. AB Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2025 **What do you like best about Optro?** After everything has been built out, it is relatively easy to use and navigate, but I'm still pretty new to the organization and still learning how to fully utilize AB. **What do you dislike about Optro?** It is too early to say as I've only been with my organization for a few months and have only utilized some of the features. **What problems is Optro solving and how is that benefiting you?** Having a system for internal audit to streamline audits and issues management. It's been helpful as a repository but also to help outline and define the structure of how departmental activities are performed. ### 29. Great functions for global team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Enterprise (> 1000 emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Optro?** I love all the dashboards and data tracking available to me as a manager to monitor my team’s productivity. I also like the DRL and survey functions which used to be spread across multiple systems or programs. The program also makes it easy to meet new IIA standards. **What do you dislike about Optro?** Sometimes have issues with changes updating via audit board sync. **What problems is Optro solving and how is that benefiting you?** Helps us request abs gather documents and data requests to one location that allows tracking instead of setting up shaping sites, which also got data cap limitations. ### 30. Helpful for organizing control activities and testing **Rating:** 3.5/5.0 stars **Reviewed by:** Sarah S. | Senior Internal auditor, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** Has a streamlined and easy to use interface **What do you dislike about Optro?** Unable to disable the new task workflow feature as we don’t need it for our work **What problems is Optro solving and how is that benefiting you?** Gives one central location for control framework and key control testing ### 31. AuditBoard has boosted our productivity **Rating:** 4.0/5.0 stars **Reviewed by:** Brian L. | Financial Planning and Analysis Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Optro?** AuditBoard does a great job of managing audit projects and facilitating effective completion of our audits. **What do you dislike about Optro?** While I like the dashboard functionality, I think building dashboards could be made easier. **What problems is Optro solving and how is that benefiting you?** It helps us execute our annual audit plan and risk assessment. ### 32. Understanding the platform and support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2025 **What do you like best about Optro?** The design and connectivity throughout the platform **What do you dislike about Optro?** The constant change of AuditBoard contacts and the way the success manager has been working with us. **What problems is Optro solving and how is that benefiting you?** Moving from a manual basis to a centralized system with automated capacity ### 33. Good one stop shop **Rating:** 4.0/5.0 stars **Reviewed by:** Fabio M. | Senior Audit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2025 **What do you like best about Optro?** It is an integrated platform willing to continue improving and integrating data **What do you dislike about Optro?** Does not have option to customize finding risk rating. **What problems is Optro solving and how is that benefiting you?** Integrated platform ### 34. Easy to use and practical solutions **Rating:** 4.0/5.0 stars **Reviewed by:** Andrea J. | Audit Innovations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Optro?** Excellent support that is quick to respond with practical solutions. Platform is easy to use even for new users. **What do you dislike about Optro?** Limited resource planning capability for complex audits requiring different various skills. **What problems is Optro solving and how is that benefiting you?** Compliance to IIA standards, standardised approach to audit ### 35. Great solution for overall audit needs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Semiconductors | Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Optro?** - ease of use, not a lot of training required - ease of access - pleasant site design **What do you dislike about Optro?** Implementation is somewhat challeging, required heavy interaction and investment in time. A few of capabilities are not easily implemented, required a lot of adjusting and workaround. **What problems is Optro solving and how is that benefiting you?** Having a consolidated location and repository for all audit documents. ### 36. State of the Art GRC Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Justin R. | Head of Internal Audit, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Optro?** One source of truth for control documentation fostering collboration among different departments. The automatation capabilities are very impressive and way to scale a business looking to advance to higher regulatory bodies. **What do you dislike about Optro?** Need to build out the ABI Dashboard capabilities making it a tool for C-Level to monitor organization. Need a means to automated controls with as-needed frequency with dashboard. The worst thing about AuditBoard is when proposing issues the team closes and disregards if they do not have the resources to address. They suggest to submit an "idea" to the community, despite it being an active issue. **What problems is Optro solving and how is that benefiting you?** GRC tool breaks silos at the company and gives leadership ideas budgeting, resource allocation, and monitoring key tasks, and of course, mitigating the risk of financial mistatement, fraud, and/or legal repercussions. ### 37. Great Software! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2025 **What do you like best about Optro?** The software’s presentation is very user friendly and straightforward **What do you dislike about Optro?** I think the sync ability and check in/out could be improved. It’s easy for the software to get confused and not save information you recently edited. **What problems is Optro solving and how is that benefiting you?** It is a centralized place for us to track work flow and store our data. ### 38. AuditBoard **Rating:** 4.0/5.0 stars **Reviewed by:** Jacob D. | Lead Internal Audit, Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2025 **What do you like best about Optro?** Overall ease of use and very helpful resources on the help center. Customer service is always quick and helpful. **What do you dislike about Optro?** Not all of the mandatory updates integrate well with prior documentation and work practices. The help center while extensive could be more user friendly and better organized. **What problems is Optro solving and how is that benefiting you?** Trying to have workflows at a more granular level to have a better estimate of percentage complete. ### 39. Audit board IA review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Optro?** Everything is in one place and it is consistent and easy to maneuver. **What do you dislike about Optro?** A lot of clicking and sometimes hard to see everything. **What problems is Optro solving and how is that benefiting you?** It is helping to manage audit testing and overall documentation and storage ### 40. Cool automation in auditboard **Rating:** 4.0/5.0 stars **Reviewed by:** Katherine H. | Manager compliance, Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Optro?** We really enjoyed using the self attestation function to perform our quality icfr control self attestation **What do you dislike about Optro?** Hard to get business to adopt and embrace all the functions in the tool **What problems is Optro solving and how is that benefiting you?** Rolling forward icfr controls and stay attestations ### 41. Auditboard has been helpful in integrating our audit workflow and audit management. **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley K. | Project Manager - Corporate Audit, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Optro?** Auditboard has been helpful in seeing a holistic view of related risks and issues that can be addressed. **What do you dislike about Optro?** Because of the customizations, it can be challenging to determine what’s best to put audit team **What problems is Optro solving and how is that benefiting you?** Auditboard is solving to disparate risk areas and allowing us to consolidate them. ### 42. Easy to use! **Rating:** 4.0/5.0 stars **Reviewed by:** Lillian D. | Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Optro?** Auditboard’s ease of use is great, and their willingness to get obtain feedback for continuous improvement. **What do you dislike about Optro?** The ability to use audit board sync and collaborate isn’t mature yet. **What problems is Optro solving and how is that benefiting you?** It’s solving our problem of administratively tracking an audit. It’s also helping when requesting documents from stakeholders. ### 43. The pros and cons use **Rating:** 4.0/5.0 stars **Reviewed by:** Kelly P. | Senior internal auditor, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** AuditBoard is easy to use and modify. The flexibility for different detail is helpful. **What do you dislike about Optro?** The changing dashboard is frustrating to relearn and retrain users. **What problems is Optro solving and how is that benefiting you?** Maintaining our control environment. Abilities to have current data on completion and targets. ### 44. friendly user tool **Rating:** 4.0/5.0 stars **Reviewed by:** agnes s. | Security risk analyst, Enterprise (> 1000 emp.) **Reviewed Date:** March 06, 2025 **What do you like best about Optro?** It is easy to navigate and you can fill up your security questionnaire without difficulties. Allow you to share and upload security documents easily. **What do you dislike about Optro?** Answered questions are not easy to find when you complete a security questionnaire **What problems is Optro solving and how is that benefiting you?** Help us to identify risk and have a good risk assessment ### 45. User friendly platform, intuitive functions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** User friendly platform that is intuitive in nature. Has made tracking and performing SOX testing very easy, as well as made our work on Ops Audits easy to track and perform testing. Review comments are easy to follow and close down. Overall a solid platform that makes my day to day testing more efficient! **What do you dislike about Optro?** None, I’m enjoying using the platform for my testing so far! **What problems is Optro solving and how is that benefiting you?** It’s making issue tracking and remediation significantly easier. ### 46. Usage of AuditBoard modules **Rating:** 4.0/5.0 stars **Reviewed by:** Julie R. | Compliance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Optro?** I think the Workstreams are very easy to understand and implement. Their customer support is also great when answering questions. I have utilized SOxHub, OpsAudit, CrossComply, and TPRM. **What do you dislike about Optro?** They do not have a good method to handle security exceptions, which has required us to continue using the manual process until they get something implemented that comes close enough for our needs. I do not think it is designed to be a truly modular solution and their implementation of user permissions is pretty confusing. **What problems is Optro solving and how is that benefiting you?** AuditBoard solved our problem with Policy and Standard management, as well as compliance testing. It also solved our problem with TPRM management. ### 47. Everything is great in SOXHub but the Risk Assessment needs help. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** Easy UI. Can engage control owners directly, auditboard sync **What do you dislike about Optro?** The risk assessment in SOX hub is lacking. Materiality should be customizable and not be binary. Also, would absolutely love a functionality where I can engage control owners directly via survey for their FS accounts that they own, similar to something like PBC requests. Like I would love it if I could select the FS account, assign an owner, and then send them a survey to answer where they evaluate their risk factors, and propose changes that I can certify and implement directly. **What problems is Optro solving and how is that benefiting you?** Centralized changes to RCM's. Easy use with AuditBoard sync. Quick reporting for meetings and other purposes. Pre-walkthrough tasks can now be done and assigned in AB and it's saved me a lot of hours where I'm not in an extremely awkward meeting, trying to squeeze answers out of CO's like it's the little bit of toothpaste. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave your feedback. 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. We’re actively working on new features, and your feedback will help inform those! With respect to your comment on switching subprocesses, we will be sure to pass this along to our product team for consideration in future updates. ### 48. operational audit **Rating:** 3.5/5.0 stars **Reviewed by:** banessa v. | management consultant, Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Optro?** been using the audit board for our operational audit. easy to navigate **What do you dislike about Optro?** basic tier does not have much. that is all **What problems is Optro solving and how is that benefiting you?** audit process ### 49. One platform for all **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Optro?** Easy to navigate and collaborate with different teams **What do you dislike about Optro?** We are using both soxhub and opsaudit and they are a little disconnected in terms of trackinf progress. **What problems is Optro solving and how is that benefiting you?** We use it to track all workpaper and reports. Use workstream to request documents easily. ### 50. AB helps streamline the controls testing **Rating:** 4.0/5.0 stars **Reviewed by:** Lan D. | IT Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** Dashboard virtualization helps me keep track of my tasks **What do you dislike about Optro?** From my experience, the collaboration on AB doesn’t seem great. **What problems is Optro solving and how is that benefiting you?** All controls are in one place ## 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?filters%5Bnps_score%5D=4&page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+02%3A23%3A40+-0500&secure%5Bsession_id%5D=c7155a2f-ce1d-4c3a-b4cf-b1a418c34150&secure%5Btoken%5D=2f4fd0009bc13adccf2c7f51416e7e108cc3ebde2209f10fbb9f665e467e4120&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) - [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) - [TeamMate](https://www.g2.com/products/teammate/reviews) ## Optro Features **Additional Functionality** - Incident Management - Real-Time Monitoring - Evidence Management - Risk Alerts - Reporting & Statistics - Third-Party Integrations - Workflow Management - Risk Analysis - Sarbanes-Oxley Compliance - Single Sign On - Compliance Management - Policy Management - Real-Time Reporting - Audit Trail - Assessment Management - HIPAA Compliant - Operational Risk Management - Document Storage - Enterprise Risk Management - Data Visualization - Configurable Workflow - Vendor Management - IT Risk Management - User Management - Issue Management - Internal Controls Management - AI Copilot - Environmental Compliance - Customizable Reports - Data Import/Export - Risk Management - API - Document Management - Risk Assessment - Activity Dashboard - Task Management - Audit Management - Generative AI - Governance - Corrective and Preventive Actions (CAPA) - Alerts/Notifications - FDA Compliance - Secure Data Storage - Approval Process Control - Version Control **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 **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 - Audit Planning **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 - Campaign Planning **Additional Functionality** - HIPAA Compliant - Workflow Management - Secure Data Storage - Third-Party Integrations - Access Controls/Permissions - Consent Management - Data Mapping - Audit Management - API - Role-Based Permissions - Policy Management - Single Sign On - Risk Management - Search/Filter - Template Management - Multi-Language - Data Visualization - User Management - Monitoring - PIA/DPIA - Alerts/Notifications - Sensitive Data Identification - Self Service Portal - Archiving & Retention - Data Import/Export - Risk Assessment - Activity Dashboard - Document Management - PCI Compliance - Incident Management - Data Governance - Compliance Management - Customizable Templates - AI Copilot - Reporting & Statistics - Generative AI - Data Storage Management - File Management - Customizable Reports - Performance Metrics - Risk Analysis - Intrusion Detection System - Log Analysis - Security Auditing - Log Management - Reporting/Analytics - Risk Alerts - PCI Assessment - Vulnerability Scanning - Event Logs - File Integrity Monitoring - Exceptions Management - Data Synchronization - Compliance Tracking - Activity Monitoring - Audit Trail - Secure Login **Risk Management** - Risk Identification - Risk Classification - Risk Methodology - KRI (Key Risk Indicator) Monitoring - Real-Time Monitoring - KRI (Key Risk Indicator) Monitoring **Integration** - Governance, Risk & Compliance - Finance - Environmental, Quality and Safety Management - Sustainability Management - Emissions Management - Policy Management - Risk Management - Internal Controls Management - Document Management - Data Management - Conflict Minerals Management - Assessment Management - Initiative Management - Task Management - Program Management - Framework Management - Disclosure Management - Survey/Poll Management - Compliance 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 - Scenario Planning **Reporting & Analytics - Audit Management** - Activity Dashboard - Audit Performance - ISO Compliance - Environmental Compliance - AML Compliance - Sarbanes-Oxley Compliance - KYC Compliance - FDA Compliance - OSHA Compliance - Real-Time Data - Real-Time Analytics **Additional Functionality** - Mobile Access - Corrective and Preventive Actions (CAPA) - Issue Management - Document Management - Role-Based Permissions - Activity Tracking - Document Storage - Reporting & Statistics - Task Management - Workflow Management - Status Tracking - Monitoring - Data Visualization - Approval Process Control - Forms Management - Change Management - Risk Alerts - Asset Tracking - AI Copilot - API - Risk Analysis - Policy Management - Incident Management - Real-Time Reporting - Real-Time Notifications - Alerts/Notifications - Security Auditing - Compliance Management - Risk Assessment - Real-Time Monitoring - Version Control - Archiving & Retention - Alerts/Escalation - Customizable Reports - Compliance Tracking - Access Controls/Permissions - Certification Tracking - Surveys & Feedback - Digital Signature - HIPAA Compliant - Reminders **Business Continuity Management** - Recovery Plans - Procedure Templates - Crisis Management - Task Management - Assessment Management - IT Risk Management - Audit Management - Vendor Risk Management - Document Management - Incident Management - Compliance Management - Policy Management - Internal Controls Management - Reputational Risk Management - Forms Management - Operational Risk Management - Workflow Management - Exceptions Management - Issue Management - Vendor Management - Safety Management - Legal Risk Management **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Benchmarking & Competitive Analysis - Actionable Insights - AI-Enabled ESG Reporting - Performance Tracking - Compliance Reporting - Generative AI - Compliance Tracking - Progress Tracking **Agentic AI - Third Party & Supplier Risk Management** - Adaptive Learning - Decision Making **Agentic AI - Environmental, Social, and Governance (ESG) Reporting** - Autonomous Task Execution - Decision Making **Additional Functionality** - KPI Monitoring - Emission Calculations - Environmental Metrics - AI Copilot - Scoring - AI/Machine Learning - Customizable Reports - Customizable Dashboard - Benchmarking - Performance Metrics - Reporting/Analytics - Auditing - Workflow Automation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility - Third-Party Integrations **Services** - Implementation - Training & Learning - Customer Support - Professional Services **Additional Functionality** - Predictive Analytics - Process Modeling & Designing - Configurable Workflow - Real-Time Reporting - AI Copilot - Forecasting - Risk Reporting - Reporting & Statistics - API - Business Continuity Exercising - Vulnerability/Threat Prioritization - Customizable Reports - Audit Trail - Risk Alerts - Risk Scoring - Access Controls/Permissions - Surveys & Feedback - Data Visualization - Document Storage - Heatmaps - Risk Assessment - Risk Analysis - Financial Risk Reporting - Approval Process Control - Dashboard - Root Cause Analysis - Activity Tracking - Business Process Control - Alerts/Notifications - Data Import/Export - Performance Metrics - Security Auditing - Dashboard Creation - Secure Data Storage - Scenario Planning - Prioritization - Version Control - Reminders - Corrective and Preventive Actions (CAPA) ## Top Optro Alternatives - [LogicGate](https://www.g2.com/products/logicgate/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 (122 reviews)