--- title: Optro Reviews meta\_title: 'Optro Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1622 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: 1622 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- ### Optro Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users appreciate the **ease of use** of Optro, finding it great for basic audit functions and assessments. [(243 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277391&qs=pros-and-cons#reviews) Users appreciate the **efficiencies** of Optro, finding it easy to use for comprehensive audit functions and connections. [(150 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276138&qs=pros-and-cons#reviews) Users find the software to be **intuitive and user-friendly** , enhancing their overall experience when configured properly. [(113 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277163&qs=pros-and-cons#reviews) Users love the **versatile modules** of Optro that facilitate easy linkages and centralize functionality efficiently. [(100 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276319&qs=pros-and-cons#reviews) Users love the **audit efficiency** of Optro, benefiting from seamless integration and streamlined processes throughout their audits. [(84 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273785&qs=pros-and-cons#reviews) Users find the **limited functionality** of Optro restricts their ability to fully utilize analytics and projects. [(71 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278589&qs=pros-and-cons#reviews) Users find that **improvement is needed** , particularly in risk assessment integration and user guidance for the Optro platform. [(63 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276121&qs=pros-and-cons#reviews) Users find **limited customization** in Optro, facing challenges with complex roles, permissions, and dashboard creation. [(54 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278971&qs=pros-and-cons#reviews) Users find the **interface not intuitive** , making feature navigation and understanding complex functionalities a challenge. [(54 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273847&qs=pros-and-cons#reviews) Users struggle with **limited formatting options** and find some AI features unhelpful for organizing work papers effectively. [(51 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273560&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of Optro ##### 1. Ease of Use Users appreciate the **ease of use** of Optro, finding it great for basic audit functions and assessments. [ See 243 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277391&qs=pros-and-cons#reviews) See Related User Reviews ![Prasanna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Prasanna S.") PS Prasanna S. Enterprise (\> 1000 emp.) 4.5/5 "Great Audit Management Tool" What do you like 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 wou ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 4.5/5 "Overall a great user experience and easy to administer" What do you like 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 cha ##### 2. Audit Management Users appreciate the **efficiencies** of Optro, finding it easy to use for comprehensive audit functions and connections. [ See 150 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276138&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 4.5/5 "Overall a great user experience and easy to administer" What do you like 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 cha AC alex c. Small-Business (50 or fewer emp.) 5.0/5 "Efficient and Powerful, But AI Features Come at a Price" What do you like about Optro? Efficiencies. The application is great and easy to use for basic audit functions. ##### 3. Intuitive Users find the software to be **intuitive and user-friendly** , enhancing their overall experience when configured properly. [ See 113 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277163&qs=pros-and-cons#reviews) See Related User Reviews ![Prasanna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Prasanna S.") PS Prasanna S. Enterprise (\> 1000 emp.) 4.5/5 "Great Audit Management Tool" What do you like 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 wou ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 4.5/5 "Overall a great user experience and easy to administer" What do you like 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 cha ##### 4. Features Users love the **versatile modules** of Optro that facilitate easy linkages and centralize functionality efficiently. [ See 100 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276319&qs=pros-and-cons#reviews) See Related User Reviews ![Tara M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tara M.") TM Tara M. Enterprise (\> 1000 emp.) 5.0/5 "Outstanding Dashboarding and Issue Management in AuditBoard" What do you like about Optro? I like the rebranding combined with the excellent product ![Prasanna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Prasanna S.") PS Prasanna S. Enterprise (\> 1000 emp.) 4.5/5 "Great Audit Management Tool" What do you like 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 wou ##### 5. Audit Efficiency Users love the **audit efficiency** of Optro, benefiting from seamless integration and streamlined processes throughout their audits. [ See 84 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273785&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Enterprise (\> 1000 emp.) 4.5/5 "Overall a great user experience and easy to administer" What do you like 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 cha AC alex c. Small-Business (50 or fewer emp.) 5.0/5 "Efficient and Powerful, But AI Features Come at a Price" What do you like about Optro? Efficiencies. The application is great and easy to use for basic audit functions. ### 5 Cons or Disadvantages of Optro ##### 1. Limited Functionality Users find the **limited functionality** of Optro restricts their ability to fully utilize analytics and projects. [ See 71 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278589&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Complex Audit Tool" What do you dislike about Optro? The suggested improvements were never implemented. The fact that they changed the name of the company and expansion of other tools almost seems that t MO Matthew O. 4.0/5 "Streamlines Audits with Continuous Improvement" 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 functionali ##### 2. Improvement Needed Users find that **improvement is needed** , particularly in risk assessment integration and user guidance for the Optro platform. [ See 63 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276121&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Complex Audit Tool" What do you dislike about Optro? The suggested improvements were never implemented. The fact that they changed the name of the company and expansion of other tools almost seems that t ![Mohammad A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mohammad A.") MA Mohammad A. Small-Business (50 or fewer emp.) 4.5/5 "Great for Overseeing Financial Statements, Compliance, and Risk Management" What do you dislike about Optro? dowside about this is focused on fault not growth, and too much paper work and delays ##### 3. Limited Customization Users find **limited customization** in Optro, facing challenges with complex roles, permissions, and dashboard creation. [ See 54 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278971&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") A Verified User Mid-Market (51-1000 emp.) 4.0/5 "Complex Audit Tool" What do you dislike about Optro? The suggested improvements were never implemented. The fact that they changed the name of the company and expansion of other tools almost seems that t CC Carlos C. Small-Business (50 or fewer emp.) 4.0/5 "All-in-One Compliance Management That Saves Time and Reduces Errors" What do you dislike about Optro? customisation options are somewhat limited when compared to other platforms ##### 4. Not Intuitive Users find the **interface not intuitive** , making feature navigation and understanding complex functionalities a challenge. [ See 54 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273847&qs=pros-and-cons#reviews) See Related User Reviews ![Nikita J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikita J.") NJ Nikita J. Enterprise (\> 1000 emp.) 4.0/5 "AuditBoard Streamlines Audit & Risk Management with Centralized, Time-Saving Workflows" 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 mo ![Abhinav Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Abhinav Y.") AY Abhinav Y. 4.5/5 "Streamlines Audit and Compliance with Ease" 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 dash ##### 5. Limitations Users struggle with **limited formatting options** and find some AI features unhelpful for organizing work papers effectively. [ See 51 mentions ](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273560&qs=pros-and-cons#reviews) See Related User Reviews ![VIDYASAGARREDDY K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "VIDYASAGARREDDY K.") VK VIDYASAGARREDDY K. Mid-Market (51-1000 emp.) 4.5/5 "User-Friendly Tool for SOX Control and Managing Audits and Risk Assessments in One Place" What do you dislike about Optro? Giving access to users from only possible from the Bulk import. MO Matthew O. 4.0/5 "Streamlines Audits with Continuous Improvement" 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 functionali EK Emily K. 12/10/2025 "Intuitive and Comprehensive Audit Management" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 7/22/2026 "Easy to Use and Keeps Our SOX Controls on Track" 4/5 What do you like best about Optro? It’s easy to use and helps us stay on track with our SOX controls. Review collected by and hosted on G2.com. What do you dislike about Optro? It would be helpful to have more roll-forward options when bringing forward controls from a previous period. Review collected by and hosted on G2.com. What problems is Optro solving and how is that benefiting you? It helped solve our team accountability issues. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") UH Verified User in Hospital & Health Care Enterprise (\> 1000 emp.) 7/20/2026 "User-Friendly Workstream That Saves Time and Boosts Audit Productivity" 5/5 What do you like best about Optro? Workstream uses; user friendliness for audit team and client which helped improve productivity, saving time for audit team and client Review collected by and hosted on G2.com. What do you dislike about Optro? Pricing and implementation for the controls module automation are my main concerns. I’d prefer this to be offered as a flexible tool we can use as we choose, rather than having it built for specific controls by Optro. Review collected by and hosted on G2.com. What problems is Optro solving and how is that benefiting you? The are very responsive to any question I have submitted. They response quickly and resolve issues timely. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Railroad Manufacture](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Railroad Manufacture") AR Verified User in Railroad Manufacture Enterprise (\> 1000 emp.) 7/28/2026 "Integrated Risk, Controls, and Audit in One Powerful Platform" 5/5 What do you like best about Optro? Integration of risk management, control assessments, operational audit Review collected by and hosted on G2.com. What do you dislike about Optro? It is expensive and complex to implement, especially with many different stakeholders Review collected by and hosted on G2.com. What problems is Optro solving and how is that benefiting you? Communication with all involved stakeholders, visibility into status of testing, remediation, etc. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller MO Matthew O. 1/6/2026 "Streamlines Audits with Continuous Improvement" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Shahrukh k.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shahrukh k.") SK Shahrukh k. support advisor Mid-Market (51-1000 emp.) 1/13/2026 "Its great:) Seamless Audits with an Intuitive, Feature-Rich Platform" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about Optro? There is nothing to dislike, all is great I love it :) Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") AI Verified User in Insurance Enterprise (\> 1000 emp.) 7/28/2026 "Intuitive Platform, But Customization and Flexibility Could Improve" 3.5/5 What do you like best about Optro? Intuitive to use the platform and able to get non-audit professionals up to speed quickly Review collected by and hosted on G2.com. What do you dislike about Optro? There is opportunity for more customization in ways that better align to what each organization is trying to achieve and then once decisions upfront are made, difficult to then unwind and pivot Review collected by and hosted on G2.com. What problems is Optro solving and how is that benefiting you? I think Optro is bringing more organization and insight into audit function and overall risk profile of the business Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Government Administration](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Government Administration") UG Verified User in Government Administration Small-Business (50 or fewer emp.) 7/29/2026 Business partner of the seller or seller's competitor, not included in G2 scores. "Feature-Rich Audit Management with Strong Benefits" 4/5 What do you like best about Optro? The many features and benefits for use with managing audits. Review collected by and hosted on G2.com. What do you dislike about Optro? All topics in the fieldwork are not applicable to every audit and can't be removed. Review collected by and hosted on G2.com. What problems is Optro solving and how is that benefiting you? Electronic workpaper referencing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") ET Verified User in Telecommunications Enterprise (\> 1000 emp.) 10/20/2021 "Great User Experience (Even the Auditees Love it)" 5/5 What do you like best about Optro? Have you ever heard an auditee being pleased with being audited? Ours are and mostly because we have made it super easy for them to understand their controls and engage them in the overall process through the most user-friendly auditing platform, AuditBoard. We just recently implemented and the response has been very positive among the user community. We have one single hub for all risks and controls. The workflow capability makes it well-integrated where the auditees can go to their dashboards and make a one-stop shop for all things risks and controls. Review collected by and hosted on G2.com. What do you dislike about Optro? I am a CPA so cost is always an area that can be improved. We would like it to be less costly so that it becomes a no-brainer for all audit organizations. We had to build a business case and it was a hard sell because of its price so hopefully as they dominate the market, they can lower their cost and it will be a win-win. Review collected by and hosted on G2.com. Recommendations to others considering Optro: You won't regret it. Review collected by and hosted on G2.com. What problems is Optro solving and how is that benefiting you? Certifications, accountability, real-time visibility, connecting policies to frameworks and controls, changing the control culture, etc. Very important is dashboards and reporting to management and the Audit Committee. Review collected by and hosted on G2.com. Show More Response from Yoselyn Rea of Optro [Editedit](https://www.g2.com/survey_responses/optro-review-5070029/official_response/edit) 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! 11/21/2025 Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Retail](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Retail") UR Verified User in Retail Mid-Market (51-1000 emp.) 5/28/2024 "Centralized Audit Management Made Easy with Customization" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Yoselyn Rea of Optro [Editedit](https://www.g2.com/survey_responses/optro-review-9713006/official_response/edit) 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. 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