--- title: Optro Reviews meta_title: 'Optro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1620 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: 1620 scale: '5' date_modified: '2026-08-04' 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:** 1,620 ## 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. Effortless Navigation Makes It a Breeze **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** Easy to navigate, save information and generate reports. **What do you dislike about Optro?** Nothing I find Auditboard to be very easy to navigate. **What problems is Optro solving and how is that benefiting you?** It makes audit easy to be completed. ### 2. 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 ### 3. 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 ### 4. User-Friendly and Scalable, But Workflow Support Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Optro?** The usability, ease of navigation, and scalability **What do you dislike about Optro?** Lack of support with certain products like workflows. **What problems is Optro solving and how is that benefiting you?** 1 stop shop for audit requests to business partners ### 5. 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 ### 6. Operations Audit Supervisor **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** Plenty of different feature that streamline daily tasks **What do you dislike about Optro?** No features are disliked, plenty of customizable features is great. **What problems is Optro solving and how is that benefiting you?** Time reporting, staff resource allocation **Official Response from Yoselyn Rea:** > Thank you for sharing your experience! We're thrilled to hear that you found our modules helpful in streamlining business segments. ### 7. Easy Once Learned, But Steep Learning Curve Requires Support **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Ease of uploading and structuring the columns **What do you dislike about Optro?** Learning it is hard - we need a lot of support **What problems is Optro solving and how is that benefiting you?** Helping me with centralized repository ### 8. Excellent Audit Management Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel M. | Senior Manager Internal Audit, Enterprise (> 1000 emp.) **Reviewed Date:** September 23, 2020 **What do you like best about Optro?** Ease of Use, Scalability, and Customer Service! **What do you dislike about Optro?** We have a large control environment as a result of our distributed company structure, so there are times when loading our environment takes some time. **What problems is Optro solving and how is that benefiting you?** Centralized Internal Audit management was a huge problem for us. From PBC requests, file storage, version control, dashboards, and review workflows were areas where we were struggling. Now, with AuditBoard, we no longer have pain points surrounding these areas. ### 9. Integrated Internal Controls and SOX Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** March 04, 2025 **What do you like best about Optro?** AuditBoard is user-friendly and the cloud-based application is easily accessible from any member of our global team. Integration between modules allow for AuditBoard to replace multiple legacy systems that were used in the past to separately manage electronic workpapers, SOX testing, and compliance. **What do you dislike about Optro?** AuditBoard's premium software comes with a premium price. In an environment of cost-cutting initiatives and doing more with less, it's a difficult sell to pay for a high number of AuditBoard licenses and modules. **What problems is Optro solving and how is that benefiting you?** One integrated tool that allows our organization to handle electronic workpapers, SOX and internal controls, compliance audits, and more, is very beneficial. ### 10. 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 ### 11. 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 ### 12. AuditBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth H. | IT Audit Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2025 **What do you like best about Optro?** We have been utilizing Audit Board for 4 months now and it has made a huge impact in our team. The software is very intuitive and allows for even newer staff to quickly adapt to the software. Audits are much easier to assign testing, plan, and review with AuditBoard software. We especially be the documents and sheet options and creating attribute tables in the software itself **What do you dislike about Optro?** We haven’t found f a formal downside yet. **What problems is Optro solving and how is that benefiting you?** The ease of facilitating fieldwork. ### 13. 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. ### 14. Effective GRC tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Optro?** Integration capabilities and software interface **What do you dislike about Optro?** N/A nothing to report the tool is excellent **What problems is Optro solving and how is that benefiting you?** Manages our SOX audit program and control testing ### 15. Organized Testing and Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2024 **What do you like best about Optro?** When using AuditBoard, I enjoyed being able to see a quick screenshot of where each control was in the testing process as well as having a consolidated dashboard that could be used to update management. Having identified issues linked to the controls also made it easier to track remediation efforts and perform needed follow up with control owners. Outside of the platform, the customer service team was phenomenal and always went the extra step to make sure our instance of AuditBoard was functioning the way we expected it to. **What do you dislike about Optro?** Having to purchase each of the modules individually or not having full functionality within the modules purchased since we didn't have the other modules in our subscription. **What problems is Optro solving and how is that benefiting you?** AB created visability between Management, our external firm, and internal audit so all three parties were working on the same information removing or reducing years of misalignment when discussing the control environment. ### 16. 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 ### 17. Very helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Optro?** We use the auditboard soxhub to do out control testing and attestation. Because of audit board its easier to send out, monitor and follow up with our attestations and our testings It’s also easier to perform the testing with the help of this software. **What do you dislike about Optro?** Maybe it’s the fact the we cannot add selected features that is most helpful and important to us. **What problems is Optro solving and how is that benefiting you?** The manualization of audit testing and monitoring of testing, results, responses and closure ### 18. 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! ### 19. User friendly and improved reporting capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Optro?** Reporting has continued to become more robust and user friendly over the last few years. Workflows are intuitive and easy enough for leadership to use for reviews and approvals. Resource planning and time reporting are effective. **What do you dislike about Optro?** It has been difficult to implement the annual planning/ risk assessment features in a way that meets our use case. **What problems is Optro solving and how is that benefiting you?** Reducing effort spent on documentation, review, and compliance with IIA requirements. ### 20. 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 ### 21. AuditBoard is a fantastic cross functional GRC and audit tool **Rating:** 5.0/5.0 stars **Reviewed by:** Adam H. | Internal Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Optro?** AuditBoard Review: A Top GRC Solution AuditBoard has evolved into a comprehensive Governance, Risk, and Compliance (GRC) platform that simplifies the management of audit, risk, and compliance tasks. Its user-friendly interface and centralized dashboard offer clear visibility into GRC activities, making it easy to track audits, assess risks, and ensure compliance. Key strengths include real-time risk monitoring, seamless compliance tracking, and strong collaboration features, enabling teams to work efficiently and stay aligned. While customization can be complex during initial setup, AuditBoard’s robust tools make it an essential solution for streamlining GRC processes. Highly recommended for organizations aiming to enhance efficiency and transparency in their GRC efforts. **What do you dislike about Optro?** AuditBoard sync needs some serious work. **What problems is Optro solving and how is that benefiting you?** Provides cross functionality for several critical Grc components ### 22. AuditBoard has almost everything you need **Rating:** 4.5/5.0 stars **Reviewed by:** Kylie G. | Senior Auditor & Data Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 01, 2023 **What do you like best about Optro?** Our team uses AuditBoard every day to execute our control testing activities, store and maintain our RCM, and facilitate document requests that can be utilized by both internal and external audit teams. One of the best things about AuditBoard is the customization coupled with the timely customer support to help your team achieve their objectives; you can configure the module to meet your teams' needs. It's also very intuitive and apparent it was created by auditors for auditors. If you make the most of your implementation phase, you should be well on your way as an audit team to have a centralized location for risks, controls, tests, requests, issues, action plans, etc. AuditBoard also holds webinars with their customers regularly to keep up with topics important to the audit/advisory space as well as a sort of "office hours" to help users understand how to make their features work for them. Can't forget the Help Center that has what seems like an endless database of articles, templates, FAQ's, and even questions and ideas from the community. **What do you dislike about Optro?** The permissions matrix is a little complex from an administrator standpoint - need to make sure you spend the time understanding teams versus roles and how to customize them accordingly. This goes back to making the most of your implementation phase. Also there is almost always a new feature being released or enhanced. At times (like when enhancements just show up rather than needing to be enabled) features can confuse users or cause them maybe to use functions when not desired. This should be minimized be having an active administrator. **What problems is Optro solving and how is that benefiting you?** AuditBoard is putting all of our files, policies, structure, procedures, etc in one place. We're able to be so much more productive and agile with our audit plan. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Kylie! 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 be more productive and agile. We’re actively working on new features, and your feedback will help inform those! ### 23. 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 ### 24. Utilizing the AuditBoard platform **Rating:** 2.5/5.0 stars **Reviewed by:** Anthony T. | Assistant Audit Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Optro?** My Internal Audit team implemented the OpsAudit module in 2023 and now our Compliance and Information Security teams are collaborating on Risk Oversight and Cross Comply. I like the ability to team across these groups in a single platform. When I have questions regarding the OpsAudit module, the user community and helpdesk have been a great resource. We use the tool daily and are continuing to explore additional features like Workstream. **What do you dislike about Optro?** Some of the OpsAudit functionality changes have caught us by surprise, added clicks to existing processes, and required me to go back and update our training materials for the team. Also, customer support can be a significant effort with endless references to recordings, classes, etc..and long lead times to diagnose, escalate, and address business impacting issues. Most of our issues arose from a multi-year implementation of different modules. **What problems is Optro solving and how is that benefiting you?** Collaboration across teams and helping improve and streamline our audit program. ### 25. Audit Software made by Auditors for Auditors **Rating:** 5.0/5.0 stars **Reviewed by:** Giacomo S. | International Internal Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Optro?** Audit Board offers you almost everything you need to manage the Audit world. The various model allows you to build the solution and tailor it to your needs. What amazed me the most was the Academy program and the community that supports you before and after your implementation Project. After few moths into use the whole company already feels the impact expecially on the reactivness towards issues Action Plans! We use Audit board daily both for fieldwork and Audit Management. After 6 months in the system we are still Improving our process thanks to the features of the system and the constant updates and new functionalities offered **What do you dislike about Optro?** If I have to find a weakness to the system is the management of pictures that are very important in our audit process. **What problems is Optro solving and how is that benefiting you?** From a total absence of an audit solution obviously audit board allowed us to streamline our process. The various tool integrated in the system allowed us to model almost perfectly our previous way of working. But it's obvious that the possibility offered by Auditboard will help us to change and improve our workflow in the future. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Giacomo! We're thrilled to hear that you find AuditBoard to be a comprehensive solution for managing the audit world, and that our Academy program and community support have been valuable to you. We’re actively working on new features, and your feedback will help inform those! ### 26. Auditboard is amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Meera J. | Senior Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2024 **What do you like best about Optro?** It is an easy to use, amaizng customer supprt and training modules available for the team to train. **What do you dislike about Optro?** There is nothing that I dislike about AB. **What problems is Optro solving and how is that benefiting you?** It helps us store our record of work and easy access to it when we need it, also the flow of work is easy and manageable with it. ### 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. AuditBoard user real experience **Rating:** 4.5/5.0 stars **Reviewed by:** Desmond Y. | CAE, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Optro?** Easy to use and efficient for auditors to speed up their documentation. **What do you dislike about Optro?** the system is very modular and expensive **What problems is Optro solving and how is that benefiting you?** Documentation takes too long to complete. ### 29. Great new features **Rating:** 4.5/5.0 stars **Reviewed by:** A M. | Gm internal audit and forensics, Enterprise (> 1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Optro?** Single page view along with the tracking of remediation plans **What do you dislike about Optro?** Don’t really get insights on the AI integration **What problems is Optro solving and how is that benefiting you?** Combined assurance across multiple businesses and geographies ### 30. Robust but easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Senior SOX Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Optro?** I've worked with a number of audit tools and AuditBoard is by far my favorite. It does everything we need it to and can be used for so much more. The help desk is very responsive the few times I've had a to request assistance. It is very easy to learn, and there are numerous ways you can learn more: help articles, community, webinars (some of which offer CPE credits!), and weekly office hours. **What do you dislike about Optro?** It's a lot of work to get things set up the first time. It also seems unnecessarily complex to perform maintenance (changing a control name or moving it to a new process). **What problems is Optro solving and how is that benefiting you?** AuditBoard solves the problem of maintaining risks and audits in the same place. Often, audits get put in numerous SharePoint folders or saved to people's hard drives. Having everything in one place makes it accessible for everyone and prevents data loss. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Michael! We're thrilled to hear that AuditBoard is your favorite audit tool and that you find it robust and easy to navigate. We’re actively working on new features, and your feedback will help inform those! ### 31. Great! **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew S. | Senior Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2025 **What do you like best about Optro?** Very easy to keep items organized and share with different parts of the business **What do you dislike about Optro?** New work stream functionality did not work as intended **What problems is Optro solving and how is that benefiting you?** Collaboration between business, internal audit and external audit ### 32. 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. ### 33. 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. ### 34. Great tool **Rating:** 4.5/5.0 stars **Reviewed by:** Abhi K. | Data Analysis, Enterprise (> 1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Optro?** Great Ops audit module in addition to risk assessment **What do you dislike about Optro?** APIs are not very advanced. Some functionality unavailable **What problems is Optro solving and how is that benefiting you?** Documentation and system of record ### 35. 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 ### 36. User friendly system **Rating:** 5.0/5.0 stars **Reviewed by:** Erin S. | Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** I find AuditBoard to be a very user friendly system, as it’s very intuitive. **What do you dislike about Optro?** I don’t love the latest update as it created a lot of extra clicking. **What problems is Optro solving and how is that benefiting you?** We use AuditBoard for our SOX management. ### 37. Love Audit Board! **Rating:** 5.0/5.0 stars **Reviewed by:** Margie H. | Director of Internal Audit, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2025 **What do you like best about Optro?** We use SOX Hub for our sox control library and Ops Audit for operational audits with workstream. We love its user friendliness and efficiency it has brought to us. **What do you dislike about Optro?** Some recent changes are not as user friendly and are a little cumbersome **What problems is Optro solving and how is that benefiting you?** Standardization and efficiency ### 38. Easy to navigate tool for audit groups of all sizes **Rating:** 5.0/5.0 stars **Reviewed by:** Victor F. | Senior Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2024 **What do you like best about Optro?** Auditboard allows us to have a simple template for auditors to follow for every audit and gives insights into audit progress for managers and admins. **What do you dislike about Optro?** I would love to see a feature that allows a reviewer to easily track the log of multiple reviews when a work step is reviewed more than once. **What problems is Optro solving and how is that benefiting you?** Allows our team to have a consistent approach to every audit by having templates in place. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Victor! It's great to hear that AuditBoard is providing your team with a consistent approach to audits. We value your input on the feature for tracking multiple reviews, and we will be sure to pass this along to our product team for consideration in future updates. ### 39. AuditBoard does everything we want **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Optro?** I find the control linking functionality very useful. Our team is expanding use of the integrated attribute testing which has shown to make the review process much easier. **What do you dislike about Optro?** I would like a smoother way to review PY testing. **What problems is Optro solving and how is that benefiting you?** Central documentation of audit support ### 40. Auditboard Review **Rating:** 3.0/5.0 stars **Reviewed by:** Brenton F. | Staff Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Optro?** The ease of utilizing auditboard sync and Annotate. **What do you dislike about Optro?** The fact that spreadsheets don't operate as spreadsheets in annotate. Also, annotate sometimes crashes, I have a control that has been open almost 2 weeks because annotate has crashed. The help team sent me what to do but it has not worked thus far so it still remains open. There is also not a randomizer in Auditboard so you have to utilize an outside source. WDesk had this function and it was so easy to use. **What problems is Optro solving and how is that benefiting you?** It makes it easier to do SOX testing ### 41. 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. ### 42. 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 ### 43. We are very happy with AuditBoard. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2025 **What do you like best about Optro?** AuditBoard has helped our internal audit team organize document requests in one central place and helped the SOX Team complete automated control certifications each quarter. Previously the processes included manual emails and Excel files that were not streamlined. Both processes now are automated within AuditBoard which saves so much time. **What do you dislike about Optro?** It would be nice if controls that exist in SOX Hub could be accesses directly through the Ops Audit module. **What problems is Optro solving and how is that benefiting you?** Helped us automate a few processes that previously were manual. ### 44. AuditBoard - Software has everything located in a nice organized format!! **Rating:** 4.5/5.0 stars **Reviewed by:** Justine M. | Staff Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2022 **What do you like best about Optro?** I like that we can have most of our work done in AuditBoard! The reporting side has been streamlined to make end-of-month reports so easy. The AuditBoard support team is quick to respond and assist, which is a huge plus! **What do you dislike about Optro?** Some of the changes or patches get implemented into each program (OpsAduit, Risk Comply, etc.), and it's not beneficial to do this as it can cause confusion and more time spent on unneeded items. **What problems is Optro solving and how is that benefiting you?** They have since commented on a post where those (including myself) have provided feedback on recent changes that do not benefit OpsAudit users and confirmed fixes are set in place in a coming patch. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Justine! 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 reporting. We’re actively working on new features, and your feedback will help inform those! ### 45. All-In-One Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Kristine C. | Finance Compliance Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 25, 2024 **What do you like best about Optro?** Easy to understand and navigate for any type of user! Completed the 2024 audit cycle and the experience just keeps getting better. **What do you dislike about Optro?** Multiple releases of new features, takes a little bit getting used to. **What problems is Optro solving and how is that benefiting you?** The multiple ways to document a control testing - makes a tester's life easier. Reports that are easy to manage too! ### 46. Great company to partner with **Rating:** 5.0/5.0 stars **Reviewed by:** Elisa C. | Sr. Mgr operational risk management, Enterprise (> 1000 emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Optro?** Auditboard has been great to partner with for implementation. The individuals are knowledgeable and helpful in developing a system that suits our business needs. The system is very intuitive and a great solution to use for our risk management needs. **What do you dislike about Optro?** There are some segregation restrictions that create limitations for the organization **What problems is Optro solving and how is that benefiting you?** Collaboration with other department, robust reporting ### 47. 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 ### 48. 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 ### 49. Auditboard Customer Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsey M. | Principal Internal Controls Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Optro?** I'm extremely satisfied with our onboard process of AusitBoard. Our team has gained several efficiencies, aided in collaboration and has given our company one centralized location to save all risk and control related documentation and processes. I highly recommend this product and look forward to the continued innovations introduced with this product. **What do you dislike about Optro?** The platform is so user-friendly and we've had wonderful customer support, so we've been able to address concerns fairly quickly and our customer support is quick to find solutions. Shoutout to Bo Kim! **What problems is Optro solving and how is that benefiting you?** AuditBoard is helping to address lack of collaboration and helping to automate several risk and control related activities. ### 50. Efficiencies with AuditBoard **Rating:** 5.0/5.0 stars **Reviewed by:** Shantel S. | Senior audit manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Optro?** Prior to AuditBoard, our team documented testing work papers manually through excel spreadsheets and word documents. Auditboard allows us to add automation to our audit shop, and a better way to track and monitor progress on audits. **What do you dislike about Optro?** Auditboard is ultimately designed for SOX. Our organization is not required to be SOX compliant, as we are a private company. The biggest hurdle has been the customization required to fit our audit shop. **What problems is Optro solving and how is that benefiting you?** The biggest benefit I have by using audit board is time tracking and budgeting. The dashboards give me visibility into where we are spending most of our time on projects. ## 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?open_modal_url=%2Fit%2Fproducts%2Foptro%2Fwishlists%3Fhost_path%3D%252Fproducts%252Foptro%252Freviews%26source%3Dsticky_header_pin&page=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-04+11%3A38%3A51+-0500&secure%5Bsession_id%5D=43ed6ba3-2d56-4cc7-9d12-342abd4cc4ad&secure%5Btoken%5D=c40d631b831493febea1201a846b0633544bb61126412400d7aa4b31279ee385&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) - [Lexis® for Microsoft® Office](https://www.g2.com/products/lexis-for-microsoft-office/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [TeamMate](https://www.g2.com/products/teammate/reviews) ## Optro Features **Data Collection** - Data Types - Data Sources - Third Party **Risk Assessment** - Scoring **Generative AI** - AI Text Generation **Generative AI** - AI Text Summarization - AI Text Generation **Generative AI** - AI Text Generation - AI Text Summarization **Reporting** - Ratings - Investment - Public **Risk Control** - Reviews - Policies - Workflows **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Planning & Scheduling **Monitoring - IT Risk Management** - AI Monitoring **Agentic AI - Regulatory Change Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Risk Management** - Risk Identification - Risk Classification - Risk Methodology - Goals Monitoring **Integration** - Governance, Risk & Compliance - Finance - Environmental, Quality and Safety Management **Monitoring** - Vendor Performance - Notifications - Oversight **Documentation - Audit Management** - Checklists **Agentic AI - IT Risk Management** - Autonomous Task Execution - Multi-step Planning **Reporting** - Templates - Centralized Data - 360 View **Risk Management - Environmental, Social, and Governance (ESG) Reporting** - Communications - Risk Identification - Risk Assessment - Strategic Planning **Reporting & Analytics - Audit Management** - Dashboard - Audit Performance **Business Continuity Management** - Recovery Plans - Procedure Templates - Crisis Management **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Benchmarking & Competitive Analysis - Actionable Insights - AI-Enabled ESG Reporting - Performance Tracking - Compliance Reporting **Agentic AI - Third Party & Supplier Risk Management** - Adaptive Learning - Decision Making **Agentic AI - Environmental, Social, and Governance (ESG) Reporting** - Autonomous Task Execution - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility **Services** - Implementation - Training & Learning - Customer Support - Professional Services ## Top Optro Alternatives - [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) - 4.6/5.0 (189 reviews) - [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) - 3.6/5.0 (17 reviews) - [SAI360](https://www.g2.com/products/sai360/reviews) - 4.2/5.0 (122 reviews)