--- 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. Overall a great user experience and easy to administer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2024 **What do you like best about Optro?** Optro's controls management and ops audit modules are really where the tool excels. It gave businesses the ability to generate a living and always changing risk & controls matrix. It is very straightforward and user friendly for new users. Additionally, they continue to innovate with new features based on their customer's feedback often. Recently, they have also made big strides in customer support, leveraging AI which has provided us quicker and more tailored solutions. **What do you dislike about Optro?** While Optro is fairly flexible, there are some limitations like its control hierarchy in Controls Management. Entity -> Process -> Subprocess really only allows you L2 to L3 process levels and you may not create more process levels than that. I wish the SOX risk assessment feature was more robust and allowed for more streamlined mapping of control setup and chart of accounts. So currently, we still use Excel to do our scoping. Also, if you have mulitple ERPs with various charts of accounts, this gets more complex and will take hard work to map everything out. **What problems is Optro solving and how is that benefiting you?** Maintaining an inventory of SOX controls that can be actively maintained. Updates to those controls can be controlled and ownership can be assigned to control / process owners in the system itself. Dashboards / deficiency reporting is logged and standard built into the tool. **Official Response from Yoselyn Rea:** > Thank you for sharing your feedback on AuditBoard! We're thrilled to hear that you find our SOXHUB module user-friendly and effective for generating risk and controls matrices. We appreciate your insights on areas such as control hierarchy and team permissioning, we will be sure to pass this along to our product team for consideration in future updates. ### 2. Great Audit Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Prasanna S. | Sr Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Optro?** The reason I dropped the rating a little bit is I am working on survey templates and Optro does not have a good branching feature like MS Forms. I would like to have a little more features with Likert in MS Forms would have been helpful **What do you dislike about Optro?** Having better design and user friendly features in Workstream for surveys would be great. **What problems is Optro solving and how is that benefiting you?** Being able to have different modules for SOX and OpsAudit ### 3. Streamlines Audit and Compliance with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Abhinav Y. **Reviewed Date:** January 16, 2026 **What do you like best about Optro?** I really like how AuditBoard brings clarity, structure, and efficiency to complex audit and compliance processes. The centralized dashboard and intuitive interface make it easy for me to track multiple audits, risks, and issues without feeling overwhelmed. I appreciate features like automated workflows, task assignments, and progress tracking, which help keep everyone accountable and ensure nothing falls through the cracks. The way AuditBoard organizes documentation and evidence is also a huge time-saver, making it simple to attach files, maintain version control, and generate consistent reports for leadership or external auditors. The collaboration tools are great for seamlessly working with different teams, gathering inputs, and resolving issues quickly. Additionally, I value the platform's flexibility, allowing me to tailor workflows and reporting to match our organization’s specific needs, which makes day-to-day work smoother and much less stressful. **What do you dislike about Optro?** While I find AuditBoard extremely useful, there are a few areas where I think it could be improved. At times, moving between different modules or dashboards feels a bit clunky, especially when I’m managing multiple audits or dealing with large amounts of data. Some of the reporting features, although powerful, could be more intuitive creating highly customized reports often takes extra steps or manual tweaks. I’ve also noticed that for new team members who aren’t familiar with audit software, the learning curve can be a bit steep, making onboarding longer than I’d like. Additionally, while notifications and reminders are helpful, having more control over them would prevent information overload. Overall, AuditBoard works really well, but improving navigation, report flexibility, and user guidance would make the experience even smoother. **What problems is Optro solving and how is that benefiting you?** I use AuditBoard to centralize audit, risk, and compliance activities, solving organization, visibility, and efficiency challenges. It consolidates data and workflows, strengthens accountability, and standardizes documentation, reducing manual effort and ensuring smooth, reliable processes. ### 4. AuditBoard Streamlines Audit & Risk Management with Centralized, Time-Saving Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Nikita J. | Programmer, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2026 **What do you like best about Optro?** Auditboard makes audit and risk management much more organized and transparent. I like how everything is centralized in one place,which improves collaboration, tracking,and reporting. The dashboard and workflow automation save time and reduce manual effort. **What do you dislike about Optro?** Some features have a learning curve, especially for new users. Performance can occasionally feel show,and certain configuration or reports could be more flexible and custamizable. Better in-app guidance would also help. **What problems is Optro solving and how is that benefiting you?** AuditBoard helps solve issues around fragments audit, risk and compliance process by bringing everything into a single platform. It improves visibility, standardizes workflows,and reduces manual tracking in spreadsheets. This helps me save time,stay compliant,and collaborate more effectively across teams. ### 5. AuditBoard: Best in Class for Risk Management **Rating:** 4.5/5.0 stars **Reviewed by:** Keather W. | Internal Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Optro?** I have been using AuditBoard for about five years now and I truly love it. As a risk and controls professional, I find the usability of AuditBoard to be fantastic. The thought and innovation that AuditBoard brings to its software and at their conferences are best in class, making it a no-brainer choice for us. The connected risk environment that it offers stood out during our RFP process, especially when compared to other big competitors like Workiva and AutoFort. The AI feature integrated within the platform helps drive the wording of our controls within our risk control matrix, removing much of the manual work and allowing us to focus on more critical or risky areas. AuditBoard also helps with the transparency of our risks, maintaining the general status of our controls, and keeping the three lines of defense connected. Additionally, the seamless integration with Microsoft Office is invaluable, making it effortless to update Word and Excel with audit and supporting documentation. I highly appreciate the ongoing relationship with our customer success manager and the sales team, which strengthens our collaboration beyond just the initial sales process. **What do you dislike about Optro?** I feel like AuditBoard is growing a little too fast, and as a result, the service ticket process is becoming more AI-generated rather than involving human interaction. While AI can make responses quicker, they aren't as effective or helpful. This shift can impact the quality of support I receive when I need assistance. **What problems is Optro solving and how is that benefiting you?** AuditBoard improves risk transparency and connectivity among our defense lines, streamlining controls with AI to reduce manual work, allowing focus on critical risk areas. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Keather! 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 automate manual tasks. We’re actively working on new features, and your feedback will help inform those! ### 6. Intuitive and Comprehensive Audit Management **Rating:** 5.0/5.0 stars **Reviewed by:** Emily K. **Reviewed Date:** December 10, 2025 **What do you like best about Optro?** I love how user-friendly AuditBoard is. As one of the administrators, I find it really easy to go in and add or remove fields and create new audit templates for different projects like continuous monitoring and regulatory reviews. AuditBoard also solves consistency problems for us, ensuring that all audits are completed in a consistent manner. The AI capabilities have been a real boon, helping our teams with consistent report and issues drafting. Overall, I love AuditBoard and recommend it to anyone that I hear is looking for a new tool. **What do you dislike about Optro?** In exploring annotate it would be helpful to have review notes linked within the documents that are being reviewed. Additionally, since we don't use the workstream platform, we would look for more easy use ways to connect our outside partners (e.g., Archer, ServiceNow) into our platform and the way we use it. I think it would be helpful to have some self-create dashboards in the platform as well, not just the canned dashboards. **What problems is Optro solving and how is that benefiting you?** AuditBoard solves consistency problems in audits and is user-friendly. It helps ensure all audits are completed uniformly and provides guardrails for audits. It also facilitates consistent report and issues drafting, and I love how easy it is to manage and enhance audit templates. ### 7. Streamlines Audits with Continuous Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew O. **Reviewed Date:** January 06, 2026 **What do you like best about Optro?** I use AuditBoard for a variety of tasks including SOX and Operational Audits, risk assessments, and more within our Internal Audit function. I like how it helps us deploy resources efficiently across our audit plan and manage those audits from start to finish. Tracking and managing issue remediation is straightforward, and performing risk assessments in the tool is effective. What I like most is the continuous improvement of the tool and the new features that are being rolled out, which really enhances its usability. **What do you dislike about Optro?** Some functionality is in early stages and makes it difficult to use, including things like resource planner and some of the newer proposed functionality. **What problems is Optro solving and how is that benefiting you?** AuditBoard helps us manage SOX and operational audits from planning to completion, enables effective resource deployment, issue tracking, and real-time dashboarding for business partners. ### 8. Its great:) Seamless Audits with an Intuitive, Feature-Rich Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Shahrukh k. | support advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Optro?** I love AuditBoard its great and this is widely appreciated for its robust suite of features that make managing audits and compliance seamless. What stands out is its ease of use it has a user-friendly interface that awesome **What do you dislike about Optro?** There is nothing to dislike, all is great I love it :) **What problems is Optro solving and how is that benefiting you?** AuditBoard automates repetitive tasks, like risk assessments, testing, and reporting, which improves efficiency and ensures tasks are done on time. This also frees up teams to focus on more strategic, high-value work rather than getting bogged down with administrative tasks ### 9. Centralized Audit Management Made Easy with Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2024 **What do you like best about Optro?** I appreciate how AuditBoard centralizes all my audit items, making it easier to maintain and access critical information in one place. The customization capabilities stand out to me as highly valuable, as they allow me to tailor the experience to better fit my specific needs. I find the features related to document requests, organized libraries, and risk management particularly beneficial, assisting in streamlining these processes efficiently. The risk assessments and workstreams are tools I highly value, as they enhance my ability to manage and evaluate risks effectively. Furthermore, the initial setup was quite easy thanks to the supportive implementation team, which made the transition to using the software smooth and straightforward. Overall, these attributes collectively reinforce my positive experience with AuditBoard. **What do you dislike about Optro?** Although I find the customization in AuditBoard incredibly valuable, it can introduce complexity, which might make it challenging to navigate and utilize effectively at times. **What problems is Optro solving and how is that benefiting you?** I use AuditBoard to maintain audit items in a centralized location, manage documents and risks, benefiting from its customization capabilities. **Official Response from Yoselyn Rea:** > Thank you for sharing your experience with AuditBoard! We're thrilled to hear that you find our platform helpful in automating your internal audit processes and tracking statuses efficiently. We’re actively working on new features, and your feedback will help inform those! ### 10. Streamlined Risk Management with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Matthew L. **Reviewed Date:** November 17, 2025 **What do you like best about Optro?** I appreciate AuditBoard for its seamless integration with internal audit processes, which enhances the efficiency of our enterprise risk management. The dashboard feature is another aspect that stands out to me, offering good visual representations that facilitate better understanding and tracking of risks. I find these features provide significant cross-functional value to our team, enabling us to work more collaboratively and effectively. **What do you dislike about Optro?** I've had issues with cross-functional permissions which have been challenging to enable certain aspects. This has hindered the setup and efficient use of AuditBoard for my needs. There needs to be better permissioning when setting up AuditBoard for smoother operation across teams. Additionally, during the initial setup, not all data was in a compatible format when transitioning from Excel, requiring extra configuration effort on my part. **What problems is Optro solving and how is that benefiting you?** I use AuditBoard for reporting and tracking risks, risk assessment, and integrating with internal audit, which provides cross-functional value to our team. ### 11. AuditBoard review **Rating:** 5.0/5.0 stars **Reviewed by:** Dave E. | Internal Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2023 **What do you like best about Optro?** I like that everything is all in one place and you can share information quickly and easily with the business. It is very collaborative. AuditBoard is always willing to take feedback and add new features that make the platform even better/easier. **What do you dislike about Optro?** The only real downside to AuditBoard is the cost. That being said, for the money it is the best platform to use for SOX and operational audits. **What problems is Optro solving and how is that benefiting you?** We are able to use AuditBoard to keep all of our SOX environment in one place, including updating process flows, complete and review testing, document and track all issues, and keep the business updated on our progress and anything else needed. It really helps to have all process flows in one place where the business has easy access to make changes as needed. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a video review, Dave! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it is the one-stop-shop for you and your team. We’re actively working on new features, and your feedback will help inform those! ### 12. Outstanding Dashboarding and Issue Management in AuditBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Tara M. | Head of GRC and IA, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I like the rebranding combined with the excellent product **What do you dislike about Optro?** Optro just has to keep pace with the growth of AI and the industry. It is the current leader **What problems is Optro solving and how is that benefiting you?** Internal audit work is much more efficient, reporting issues to leadership is simpler and useful. ### 13. Great Products and easily customizable! **Rating:** 5.0/5.0 stars **Reviewed by:** Katelynn M. | IT Controls Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Optro?** We use AuditBoard across many different teams and many different modules. AuditBoard has helped streamline our processes. We use it to complete risk assessments, create issues based on this information, send documentation requests, complete controls and assess different systems. The platform is easy to use and can easily train new users up on. We have customized it to be exactly what we want with the help of the AuditBoard academy. **What do you dislike about Optro?** There are some limitations to the dashboards and there are some items we cannot do ourselves and need the support team to help with. **What problems is Optro solving and how is that benefiting you?** As a public company, we use AuditBoard to help document our controls as well as manage issues while maintaining documentation year over year. We have also used AuditBoard to map to frameworks to ensure we are compliant. We have also added multiple teams to the system to review our risk assessments and audit IT systems. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Katelynn! It's great to hear that AuditBoard has been instrumental in documenting controls, managing issues, and facilitating collaboration across multiple teams. We're committed to providing solutions that help organizations like yours effectively manage risk assessments and IT audits. ### 14. Efficiently Solves Audit Challenges, Needs Better Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** JOHN S. | Head of Internal Audit, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I love how AuditBoard has simplified our controls management through its effective SOCS hub, providing the structure necessary for our department's needs. The data modeling is brilliantly executed, making it straightforward to fit our existing structures seamlessly, which was crucial for our implementation. AuditBoard has been instrumental in solving our visibility issues, providing all users, especially those tasked with specific controls, clear accountability. This enhancement of ownership and accountability is hugely beneficial and facilitates task accomplishment across users. I am particularly fond of the workstream feature, which has proven to be the most impressive part of AuditBoard for me. Even though it's underutilized, its potential to be applied to a variety of tasks and the ease with which it allows tagging within a company amplifies its usefulness significantly. **What do you dislike about Optro?** The reporting function in AuditBoard isn't necessarily great and is currently underutilized. It is an area where it's critically important to be used by both external auditors and internal users of the application. **What problems is Optro solving and how is that benefiting you?** I find AuditBoard solves our visibility and accountability issues, ensuring users know their control responsibilities. This boosts task accomplishment for me and my team. ### 15. Centralizes SOX Risk, Easy Setup, Needs Advanced AI Testing **Rating:** 4.5/5.0 stars **Reviewed by:** Nancy Y. **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** I love how easy it was to set up AuditBoard, which made the transition to a new system smooth and stress-free. I really appreciate the way AuditBoard centralizes SOX risks, controls, findings, and testing into one place, acting as a one-stop shop for my audit needs. This centralization significantly streamlines my workflow, eliminating the need for multiple platforms and reducing the complexity of audit management. The control library, work streams, and testing features stand out as particularly useful, enhancing the ease with which I can manage and execute my tasks. I am impressed with the increased automation and effective integrations, which have improved efficiency and allowed for more streamlined operations. The platform's ability to integrate seamlessly with Asana for project management further complements its utility. Overall, AuditBoard's robust features and capabilities greatly enhance productivity and streamline the audit process. **What do you dislike about Optro?** I would like AuditBoard to enable more advanced AI testing. Specifically, being able to utilize AI to perform testing on uploaded PBCs with set test steps would be beneficial. **What problems is Optro solving and how is that benefiting you?** I use the product to centralize SOX RISK, controls, findings, and testing, creating a one-stop shop that streamlines my workflow. ### 16. Seamless Setup, Powerful Integration with AuditBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Optro?** I find AuditBoard impressively straightforward and easy to use, making the setup process seamless without any challenges. The system helps us keep risk connected, providing an awesome overview of risk from IT and finance, which is a significant benefit. I really appreciate their robust API capabilities, particularly within SOX hub as well as ops audit, which stand out as most useful to me. AuditBoard's integration capabilities through their API are excellent, allowing us to conduct external data analysis and visualization with Power BI. The ability to integrate with external software and provide a holistic overview of risk outcomes through risk libraries and control libraries is another standout feature. These comprehensive integration capabilities make it a product I would definitely consider purchasing again. **What do you dislike about Optro?** I would make AuditBoard more enterprise-level, tailored to large customer bases rather than small audit teams. **What problems is Optro solving and how is that benefiting you?** I use AuditBoard to keep risks connected, providing an awesome overview of IT and finance risks. **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 your audit process. We’re actively working on new features, and your feedback will help inform those! ### 17. Efficient Auditing with Seamless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Deanna A. **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I really appreciate how AuditBoard has streamlined our auditing process significantly, reducing our audit time from ten minutes to about five to six minutes. I find it extremely beneficial for enhancing team efficiency, which is crucial for our workflow. The seamless setup experience was a major plus, as the agent guided my team effortlessly through the process. I enjoy the function of uploading audit questions, which occurs seamlessly, further enhancing our auditing operations. The overall ease of using the system makes it a compelling tool for my team and me. In addition to these features, the high likelihood of recommending AuditBoard to others reflects my satisfaction with its performance and usability. **What do you dislike about Optro?** I don't like the current reporting capabilities that restrict my team from reporting on each analyst. It would be beneficial to have more flexible reporting features to shift the focus from auditors to individual analysts. **What problems is Optro solving and how is that benefiting you?** AuditBoard helps my team work more efficiently, reducing audit time from ten to roughly five to six minutes. ### 18. Boosts Efficiency with Effective Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Xochitl W. **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I appreciate AuditBoard’s ability to streamline and automate our risk management and regulatory change management processes, which is integrated into our enterprise, thereby requiring fewer full-time equivalents and delivering faster results with tangible outcomes, especially for audits. I find it valuable that AuditBoard was the best match for us after considering multiple vendors, primarily because of its capabilities. The setup has been relatively easy thanks to the staff, making integration smoother. I also value the feature that helps us communicate efficiently with stakeholders and reduces the clutter of emails, thereby facilitating the building of an audit trail in one place, which helps in maintaining thorough records. The new assets presented at the recent Auto board conference seemed to resonate well with our needs in terms of fitting within our enterprise and our current module of audit and regulatory risk management. **What do you dislike about Optro?** I think the implementation process could be more efficient with additional support. Instead of just having the weekly or bi-weekly one-hour sessions, having a more hands-on team to assist could speed up integration. This might come at an extra cost but would be beneficial for quicker adaptation and effective use of the software. **What problems is Optro solving and how is that benefiting you?** I use AuditBoard to automate risk management and regulatory change processes, enabling a cohesive program with fewer resources and faster outcomes, including audit delivery and streamlined stakeholder communication. ### 19. Efficient and User-Friendly with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher L. **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I find AuditBoard to be very user-friendly, especially with its seamless integration with Microsoft Office products, which enhances our operational efficiency significantly. The workstream features are incredibly beneficial for our audit, SOC processes, and several other company functions, aiding in collecting evidence and facilitating various processes with a closed-loop nature for easy setup. The ability to track tests and evidence requests efficiently has been particularly helpful, allowing our external auditors to rely on our work within the tool. Over the four years we've been using it, we've seen substantial efficiencies in our processes. I also greatly appreciate the customer success program, which has been instrumental in helping us learn about new features and tackling different challenges, complimented by solid support that ensures we have smooth functionalities. The implementation process was very smooth, thanks to an excellent implementation partner who got us off on the right foot smoothly. Overall, the advantages and support provided by AuditBoard make it a highly valuable tool for our operations. **What do you dislike about Optro?** I am struggling with the functional deployment of the CrossComply tool. Although we have technically implemented the tool, the process of loading all our frameworks and being able to run tests effectively is still challenging. Despite going live with the tool, I feel that we might need to re-implement it to truly achieve the outcomes we're seeking. **What problems is Optro solving and how is that benefiting you?** I find AuditBoard user-friendly with smooth integration with Microsoft Office, driving efficiencies in managing our audit programs. It tracks tests and evidence requests efficiently, aiding external auditor reliance and supporting various compliance functions. ### 20. Comprehensive Audit Tool with Efficient Issues Module **Rating:** 5.0/5.0 stars **Reviewed by:** Abdullah B. **Reviewed Date:** October 21, 2025 **What do you like best about Optro?** I have used AuditBoard for two years specifically for SOX testing, and I find its ability to streamline the complete audit process immensely valuable. It brings all necessary components like controls, the risk and control libraries, and issues together in one place, making it a comprehensive tool for auditing. The setup was mostly straightforward, and I particularly appreciate the efficiencies of the deficiencies or issues module. Its functionality makes my auditing tasks more manageable, and the integrated nature of the platform is something that would make me choose to buy it again. Furthermore, the fact that I rate my likelihood to recommend AuditBoard to others as a ten out of ten underscores my satisfaction with its offerings. **What do you dislike about Optro?** Understanding the issues module initially took some time, which was a bit challenging until I got familiar with it. Apart from that, the setup was pretty straightforward. **What problems is Optro solving and how is that benefiting you?** I find the product streamlines the complete audit process, providing risk and control libraries all in one place, simplifying SOX testing. ### 21. Promising Features, Awaiting Full Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Rajeshwari P. **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I am excited about the reporting feature of AuditBoard, which promises to transform how we conduct audits by moving from Excel to a more robust system. The anticipation of using more features as our implementation progresses is thrilling, especially the potential of reporting and analytics capabilities. Attending the AuditBoard conference has heightened my interest in fully utilizing these functionalities once we complete the implementation and start using AuditBoard operationally. Additionally, the prospect of leveraging the SOCS audit and the risk oversight module gives me confidence in AuditBoard's ability to meet our needs effectively. **What do you dislike about Optro?** I find the initial setup of AuditBoard challenging as it requires specific training offered by AuditBoard's academy. This makes the implementation process somewhat difficult without the right guidance. **What problems is Optro solving and how is that benefiting you?** We are transitioning from using Excel to AuditBoard for audits, excited about its reporting feature and analytics for streamlined audit processes. ### 22. Comprehensive Tool with Essential Features **Rating:** 5.0/5.0 stars **Reviewed by:** Kristina W. **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I appreciate AuditBoard's ability to edit attachments and maintain a clear audit history log for signing off, which are crucial features for effective auditing. The platform allows us to communicate effortlessly with stakeholders, significantly improving our collaboration process. I find the day-to-day user interface intuitive and appreciate the work stream capability, which enhances our productivity and makes task management a seamless experience. These features collectively make AuditBoard an essential part of our workflow. **What do you dislike about Optro?** I found the setup process to be complex and time-consuming, requiring a significant allocation of ten months to implement fully. Although it wasn't difficult, the complexity involved could be a barrier for some users, indicating that a more streamlined and simplified setup process would be beneficial. **What problems is Optro solving and how is that benefiting you?** I find AuditBoard enhances our communication with stakeholders through the platform, providing clear audit history logs and allowing edit of attachments. ### 23. Best tool avail for IA management, excited for future advancements and effect on audit profession **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Optro?** Being able to have robust infrastructure for internal controls / IA function, including exec dashboards, etc. **What do you dislike about Optro?** Would be helpful to have a better risk assessment functionality. Also, for companies that use both soxhub and ops audit, more linking of info might be helpful. Would also like to see better functionality for report writing. I think exporting could be better as well ---- it would be good to have more AB consultants that help through an implementation too. We used EY and I don't think we got a very good implementation that allowed us to leverage the strength of the tool. I expected using them would get us far ahead, but now one year in, we have to go back and try to retro fit more user requirements / requests in a common sense way. **What problems is Optro solving and how is that benefiting you?** Getting away from using inconsistent structure in EY teams for internal audit department structure ### 24. Efficient Auditing with AuditBoard, but Resource Planner Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Grant V. | Internal Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** AuditBoard's (AB) ops audit allows the team to easily create controls and leverage templates to efficiently and effectively plan and execute our audits. Additionally, the SOX functionality has allowed us to easily link controls to risk libraries and identify and link IPE for testing. **What do you dislike about Optro?** AB's resource planner, while useful, is limited by high click through and more generalist views. The Internal Audit team has had difficulty in clearly and quickly viewing over utilization and multiple projects at once **What problems is Optro solving and how is that benefiting you?** AB is primarily solving our need for a refined audit tool to plan, execute, and report on our operational and SOX audit plans. Our team leverages AB to allocate resources on audits, house our ICFR and operational RCMs (including application and IPE inventories), perform risk assessments, request audit support, and, first and foremost perform our test and reporting procedures. ### 25. Easy Setup, Highly Customizable with Slight Navigation Hurdles **Rating:** 4.5/5.0 stars **Reviewed by:** Jodie Y. **Reviewed Date:** October 21, 2025 **What do you like best about Optro?** I really appreciate that the setup of AuditBoard was fairly easy, as it allowed for a smooth transition into using the platform without any significant hurdles. It's also a great benefit that AuditBoard is highly customizable, enabling me to tailor it exactly to fit my needs and adapt to specific requirements. I find it extremely valuable how it simplifies the tracking of audit work steps, making my workflow more efficient and streamlined. The continued development of detailed features, like the challenge process in the risk assessment tool, is something that keeps me engaged and confident about the product's future capabilities. **What do you dislike about Optro?** Some of the navigation can be a little cumbersome. **What problems is Optro solving and how is that benefiting you?** I find the product makes it easier to track audit work steps and is very customizable, which benefits my audit and risk assessment tasks. ### 26. Effortless Setup, Boosted Audit Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Janine Z. **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I appreciate the ease of setup with AuditBoard, which made the initial process smooth and hassle-free. Using AuditBoard has allowed me to apply a consistent internal audit methodology for operational audits, which greatly enhances our audit processes. The platform provides significant efficiencies, especially in our SOX hub, streamlining workflows and improving productivity. I find the features like workstreams, audit templates, auditable entities, and the aura risk assessment extremely useful for our audit needs. The introduction of the new artificial intelligence feature is exciting and adds a valuable dimension to the software's capabilities. Overall, AuditBoard is a highly effective tool for our audit practices, and I wouldn't change anything about it. **What do you dislike about Optro?** There is nothing I dislike. **What problems is Optro solving and how is that benefiting you?** I find AuditBoard applies a consistent internal audit methodology and gains efficiencies in our SOX hub. ### 27. Super user friendly, easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Optro?** I love how easy AuditBoard is to use and is so user friendly. It was an easy implementation process. We have been using it for a few years now, and when new employees start, they are able to jump right in with how intuitive they are with their features. We get great support for customizations and with our dashboards. The dashboard capabilities are amazing and beyond helpful to keep us on track and for reference. I use them all the time to guide me what I should be working on. These are also so helpful for the management team as this is where the data and analytics can really help change the way we work. We have also been using WorkStream which is so great when you have to reach out to a large population. Great software all around! **What do you dislike about Optro?** Really nothing from my perspective but maybe from my company's perspective, the cost! It is more expensive than other solutions but guess you get what you pay for! :) **What problems is Optro solving and how is that benefiting you?** Management of all our Internal Audit projects including all aspects such as documentation, PBC requests, version control, global access, testing management, follow up of issues, team time management, etc. ### 28. Good Software to cover all your IT Compliance needs **Rating:** 5.0/5.0 stars **Reviewed by:** Sachin G. | IT Audit lead, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Optro?** AuditBoard provides an incredibly intuitive and user-friendly platform for managing internal audits, SOX compliance, and risk assessments. I particularly appreciate how AuditBoard centralizes everything in one place — real-time dashboards, automated notifications, and audit trails make status tracking effortless. **What do you dislike about Optro?** Nothing comes to my mind, but the reporting and analytics functionalities, although useful, can feel limited in terms of customization for complex reporting needs. **What problems is Optro solving and how is that benefiting you?** AuditBoard has significantly streamlined our audit and compliance processes by centralizing workflows, documentation, and issue tracking into a single platform. Previously, we relied heavily on spreadsheets and emails, which made version control, follow-ups, and evidence collection cumbersome and prone to errors. AuditBoard’s automated workflows for control testing, PBC (Provided by Client) requests, and issue remediation have eliminated manual follow-ups and reduced audit cycle times. ### 29. Enhancing Audit Efficiency with Custom Dashboards **Rating:** 4.5/5.0 stars **Reviewed by:** Katie B. **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I really appreciate AuditBoard's ability to drive efficiencies in our projects from planning through fieldwork to reporting. The custom dashboarding feature is critical for us in streamlining these processes and ensuring seamless efficiency. Additionally, I find the annotation and work stream functionality incredibly useful in my work. The platform also allows interconnection between modules, which is a significant advantage in terms of integrated operations. Moreover, being a certified partner with implementers on our team makes the setup process very straightforward and not at all difficult. This engagement and ease of implementation are differentiators that I highly value. **What do you dislike about Optro?** I dislike the pricing of AuditBoard. **What problems is Optro solving and how is that benefiting you?** AuditBoard enhances efficiency in project planning, execution, and reporting, driven by features like custom dashboarding and annotation, which streamline workflows and information management. ### 30. Great Product, But Customer Service 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 a solid audit suite that offers all the essential features for running an effective audit shop. The workpapers are straightforward and user-friendly, making them easy to navigate. I found the setup process to be fast, and onboarding staff was simple. There are also many opportunities to automate tasks, like tracking issue action plans and generating dashboards for Audit Committee reports. **What do you dislike about Optro?** Customer service begins with email communication, and there is no option to speak with someone directly at the outset. This approach can sometimes make it difficult to clearly convey or understand the issue at hand. Additionally, I found setting up the workstream and dashboards somewhat confusing when relying solely on the provided reference materials. **What problems is Optro solving and how is that benefiting you?** This tool helps us document our work efficiently. It generates audit documents and automatically fills in specific fields, which saves us time. The system also ensures timely follow-up on action plans related to recommendations, and it alerts management about the status of any outstanding action plans. ### 31. Amazing **Rating:** 4.5/5.0 stars **Reviewed by:** Phillip S. | Senior internal auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** AuditBoard is an intuitive and user-friendly platform that streamlines audit management, risk assessments, and compliance workflows. With robust features like real-time collaboration, automated reporting, and centralized data storage, it helps teams save time and improve accuracy. Its seamless integration with other enterprise systems enhances overall efficiency and supports decision-making. Overall, AuditBoard is a comprehensive tool that empowers audit teams to drive more effective and transparent audits. **What do you dislike about Optro?** AuditBoard’s latest updates enhance user experience with improved reporting capabilities and faster data processing, making it even easier to manage audits and compliance tasks. The platform’s integration with additional tools and streamlined workflows help teams stay more organized and efficient than ever before. **What problems is Optro solving and how is that benefiting you?** Ease of capturing data. ### 32. Efficient Audit Management with Minor Customization Hurdles **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Semiconductors | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** AuditBoard helps keep our SOX and audit work organized. It’s easy to see testing status, link controls to evidence, and track issues in one place. The dashboards also make progress updates to management and external auditors much smoother. **What do you dislike about Optro?** At times, switching between modules can feel a bit sluggish, and making bulk edits or customizing reports could be more straightforward. Some dashboards are quite inflexible, and setting up access occasionally requires assistance from their support team. **What problems is Optro solving and how is that benefiting you?** AuditBoard helps us manage SOX and internal audit work in one place. It reduces manual tracking, keeps testing and issues organized, and makes it easier to monitor progress and share updates with management and auditors. ### 33. Versatile Platform with Continuous Feature Updates **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I appreciate the versatility of being able to use both the ops audit and soxhub features, as well as the ongoing introduction of new functionalities. **What do you dislike about Optro?** One aspect I find frustrating is that I can't edit the templates directly; instead, I have to clone them before making any changes. It's also inconvenient that certain features, like AI, are only available if I purchase additional modules. Furthermore, I wish I could select different types of workstream templates within the same project, but that's not currently possible. **What problems is Optro solving and how is that benefiting you?** Having the ability to carry out JSOX testing and operational audits within a single platform is very convenient. ### 34. Flexible and Customizable, But Needs More Stability **Rating:** 4.5/5.0 stars **Reviewed by:** Sabrina C. | Senior Director, Global Internal Controls and SOX Compliance, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** As a user of SOXHUB, I am very satisfied with the flexibility it offers. I appreciate that I can choose to keep things simple or enhance my experience by adding more features, such as additional fields, depending on my needs. **What do you dislike about Optro?** Over the past two years, despite all the enhancements and upgrades, we have encountered numerous bugs, unexpected field renames, and changes appearing without any prior notice. **What problems is Optro solving and how is that benefiting you?** We rely on SOX Compliance for risk mitigation, control activities, and obtaining necessary certifications. Additionally, we utilize the workstream as a survey or questionnaire tool to support a range of activities. ### 35. User Friendly & amazing to use **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda Y. | Deputy Director of Sarbanes Oxley Compliance, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Optro?** Its Great to have a system to organize our SOX Risks and Controls, as well as testing controls. It super user friendly and love the workflow/PBC function. We really like the issue tracking as well. Very USER Friendly **What do you dislike about Optro?** Downsides: Would like more abilities to customize the scoping of financials. Alittle more flexibility with the program, there are some areas we cannot manage ourselves. **What problems is Optro solving and how is that benefiting you?** Having a place to document our SOX Compliance management program (Controls and Testing of those in scope Controls) and including deficiencies **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Amanda! 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 organize your SOX Risks and Controls. We’re actively working on new features, and your feedback will help inform those! ### 36. Highly Customizable, But Support for Innovation Could Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Meredith C. | Director, Internal Audit, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Optro?** Ability to structure the tool to support our workflows and ways of working. **What do you dislike about Optro?** Ability to get more support as needed for brainstorming solutions and designing new uses of the tool. **What problems is Optro solving and how is that benefiting you?** Integrating our ways of working with the tool to drive steps and align to IIA Standards. It also drives collection of data points for dashboard and reporting. ### 37. User-Friendly Audit Platform, But New Features Can Be Overwhelming **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** The platform was clearly designed with audit methodology and workflow in mind, making it very user-friendly. I appreciate that control testing and operational audits are separated into distinct modules, reflecting the different ways they are conducted. Additionally, I find it helpful that the workstream function can be used throughout the platform to manage workflows efficiently. **What do you dislike about Optro?** I appreciate the company's dedication to consistently introducing new features and products. However, I find that some of these additions do not contribute much value and instead lead to more confusion. I would suggest that management take more time to assess the usefulness of new features and products before launching them. **What problems is Optro solving and how is that benefiting you?** AuditBoard has significantly enhanced our audit efficiency, simplified the workflow between process owners and the audit team, and made document retention much more manageable. ### 38. Excellent Visual Dashboards, But Bulk Upload Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Dan W. | Risk Review Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I really like the visualizations in the dashboard functions, it makes it very easy to tailor the data for the intended audience and provide high level oversight for leadership. **What do you dislike about Optro?** Bulk uploading work steps, I wish that there were more fields to populate when performing a bulk upload as opposed to creating records then manually making updates. **What problems is Optro solving and how is that benefiting you?** the features that allow automation and integration has been really nice and looking forward to continuing to implement to create more time to focus on higher value work. ### 39. Smooth Implementation & Automation, But Editing Templates Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Tiffany C. | Senior Internal Audit Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Customer implementation process was very smooth, and features definitely help aid in automating the audit process. It is very easy to reach out to get further assistance post implementation **What do you dislike about Optro?** Finding out how to edit templates and certain fields after implementation can be tricky or hard to find resources to search how to do that **What problems is Optro solving and how is that benefiting you?** We have a centralized audit management platform for audit projects and issue management. Everything is a lot more organized in one centralized platform for test file retention as well. ### 40. All-in-One Convenience, But Extra Costs for New Features **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle T. | Internal audit supervisor, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The ability to have everything in one platform. **What do you dislike about Optro?** The new features usually come at an additional cost, rather than being included with the existing package I already bought. **What problems is Optro solving and how is that benefiting you?** AuditBoard has addressed our version control challenges through its sync function. ### 41. Highly Recommend **Rating:** 4.5/5.0 stars **Reviewed by:** Jacklyn U. | Staff Auditor II, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Optro?** I primarily use AuditBoard for their OpsAudits and Workstream. It's nice at how well they align together, creating one convient place to perform audit work. It's one of the first programs that I open on a daily basis and use throughout the day. AuditBoard continues to make updates to enhace the user experiance. The program seems intuitive for management outside of the Internal Audit department. **What do you dislike about Optro?** Honestly nothing comes to mind. Sometimes I wish we could change a workstep to 'Almost Completed' to indicate that majority of the work is completed besides potentially an outstanding question before it can be submitted. It would provide an easier 'at-a-glance' view of the project progress. **What problems is Optro solving and how is that benefiting you?** AuditBoard provides us a resource for housing our Internal Audit projects, workstream request for internal and external audits, and audit remediation. We are currently working on building out a controls library. ### 42. Workstream **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** I like the online accessibility and the features that are constantly added. Workstream is a huge boon for my day to day. **What do you dislike about Optro?** I wish features were more inclusive throughout the application (for example, would love to have more AI features). I love Workstream, but wish it was easier to operate and smoother to set up. **What problems is Optro solving and how is that benefiting you?** Workflow for requests and test work is much easier to track and follow up on. **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 workflow requests and tracking test work. We’re actively working on new features, and your feedback will help inform those! ### 43. 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! ### 44. 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 ### 45. 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. ### 46. 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. ### 47. 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. ### 48. 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. ### 49. 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. ### 50. 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. ## 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%5Bsentiment_snippet%5D=1276319&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+19%3A25%3A53+-0500&secure%5Bsession_id%5D=db63f89a-028e-4f79-b8a8-8107980e7053&secure%5Btoken%5D=2b301f4fc76c7a9a1f987458839bb48330de41769a6c631909e0185d9cca2508&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)