--- title: Optro Reviews meta_title: 'Optro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1619 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: 1619 scale: '5' date_modified: '2026-08-01' 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:** 1,619 ## 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. 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. ### 2. Taking us to the next level ERM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** We managed to save hours by automating and scheduling our risk assessments, as well as the collection of KRIs. The best aspect, however, is the dashboard's visibility and the ability to share risks with ICFR and audit assessments. **What do you dislike about Optro?** We are looking forward to implementing automated quarterly KRI assessments that will run entirely on their own once the initial setup is complete. In addition we are lacking reporting which is Board ready. **What problems is Optro solving and how is that benefiting you?** AB automates several of our processes for ERM, ICFR and audit. ### 3. Effortless to Use and Intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby M. | Information Technology Security Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** AB is a fairly intuitive platform that can makes audits so much easier **What do you dislike about Optro?** I feel like the support should help on the first ask and not just provide KB's as most have already done that. **What problems is Optro solving and how is that benefiting you?** Collection of data in one spot. Easy evidence requests. ### 4. Soxhub user experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I really like how everything is organized in one place, which makes tracking much easier. **What do you dislike about Optro?** I am unable to upload a whole folder at once; instead, I have to upload the contents of the folder individually. **What problems is Optro solving and how is that benefiting you?** Automation has become an essential aspect of many industries, streamlining processes and improving efficiency. Its impact is noticeable in how tasks are completed more quickly and with fewer errors. I appreciate how automation can simplify complex workflows and free up time for more important work. ### 5. Great User Experience, Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah E. | Senior internal audit manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The user experience is excellent and the interface is very easy to use. **What do you dislike about Optro?** Selling this across the organization is challenging. Since other risk teams rely on different systems, it becomes difficult to keep track of all the risks. **What problems is Optro solving and how is that benefiting you?** Connected risk and dashboarding are key features that stand out to me. The integration of risk management with comprehensive dashboards makes it easier to monitor and address potential issues. I appreciate how these elements work together to provide a clearer overview of risks. ### 6. User friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Optro?** We find this platform easy to use. Our stakeholders find it easy to use. Auditboard has many functions that greatly reduced time to report issue status to the board and management. We love the customizable calculations in the risk assessments. **What do you dislike about Optro?** Would love the ability to preview all file types within Auditboard including Outlook emails and meeting invitation evidence. **What problems is Optro solving and how is that benefiting you?** Easier tracking of issues and MAPs Easy to collect data on risk from stakeholders Easy to gather data from a ple **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Jennifer! 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 reduce time to report issue status. We’re actively working on new features, and your feedback will help inform those! ### 7. Outstanding Implementation Support and Seamless Onboarding **Rating:** 5.0/5.0 stars **Reviewed by:** Jason B. | Sr. Internal Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** We have just implemented the OPS Audit and the service provided to guide ours in the design and implementation was great. Our Implementation manager was Knowledgeable and available every step of the way. **What do you dislike about Optro?** It seems as though you can have limited windows open at one time. **What problems is Optro solving and how is that benefiting you?** They have provided a more streamlined audit management tool than what we had previously. We are able to automate some requests and issue tracking in the system rather than mange via email. ### 8. Easy Setup and Navigation, But Support Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Kimberly S. | IT Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Easy to setup and navigate, with n-code configurations. **What do you dislike about Optro?** The customer/technical team needs to get better trained on new functionality so they can be more effective **What problems is Optro solving and how is that benefiting you?** Gives us a one stop shop for our audit planning, controls, requests and action plans ### 9. Great Software **Rating:** 5.0/5.0 stars **Reviewed by:** Shaun S. | IT Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I like how intuitive AuditBoard is when documenting audit tests and tracking issues and remediation **What do you dislike about Optro?** It so many features that it is difficult to select which to implement first **What problems is Optro solving and how is that benefiting you?** One source to document and retain audit testing and remediation efforts ### 10. AuditBoard Operating **Rating:** 3.5/5.0 stars **Reviewed by:** Jen H. | Internal Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Optro?** What I appreciate is that it doesn't require any coding expertise, making it a relatively easy platform to navigate. **What do you dislike about Optro?** It is necessary to create individual accounts for each user before you can assign them as risk owners. **What problems is Optro solving and how is that benefiting you?** Timekeeping for projects and tracking issues for our operating audits. ### 11. 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. ### 12. Clean Interface and Great Support, and looking forward to additional Features **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa S. | Internal Audit Professional Practices, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The layout and look of the platform is clean and user-friendly. Our customer service representative is fundamental to our team's full adoption of the tool. **What do you dislike about Optro?** There are some features (communications and notifications, risk assessment documentation) that I would expect other customers to also require that are not configured nor on the roadmap for development. **What problems is Optro solving and how is that benefiting you?** Centralization of elements ready for review and cross-collaboration with the other lines of defense; tracking of audit activity and all issues ### 13. Efficient Way to Share Information **Rating:** 4.5/5.0 stars **Reviewed by:** Perry J. | Senior Manager Compliance Technology, Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Optro?** I appreciate how the platform allows me to connect workpapers directly to issues and supporting evidence, creating a single source of truth. It’s also helpful that I can link audit tests to controls, which makes it easier to demonstrate support and coverage. **What do you dislike about Optro?** Certain fields are not consistently accessible for analytics, which can be limiting at times. **What problems is Optro solving and how is that benefiting you?** Allows overview of all workpapers that were originally captured in Excel spreadsheets and disconnected folders of evidence and issues **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Perry! 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 link audit tests to SOX controls and provide support. We’re actively working on new features, and your feedback will help inform those! ### 14. 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. ### 15. Outstanding Ease of Use, But Dashboards Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Scott W. | Senior Reliability Compliance Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** CrossComply has been a great success for us and our subject matter experts. Ease of use, easy set up and easy to read displays make it an outstanding product. **What do you dislike about Optro?** Dashboards. The out of the box dashboards aren't useful for our company. We need customized dashboards and using the API with our customized fields has been problematic. **What problems is Optro solving and how is that benefiting you?** The product is helping us streamline our task controls and the internal control testing of those controls. ### 16. OpsAudit Simplifies Audits, But Too Many Modules Can Be Confusing **Rating:** 4.0/5.0 stars **Reviewed by:** Ken M. | Sr Mgr Internal Audit, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** The OpsAudit module helps us maintain consistent documentation and more easily access historical audit records than our previous software. **What do you dislike about Optro?** Although the variety of modules gives us lots of flexibility, having so many various modules makes it confusing about what functionality we have. It would be far simpler if some functionality was just inherent in the app. **What problems is Optro solving and how is that benefiting you?** AuditBoard helps us more easily manage a global team who is frequently on the road. ### 17. Solid Today, Unbelievable Future Potential **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2024 **What do you like best about Optro?** Push to become a one-stop-shop for GRC activities. **What do you dislike about Optro?** Hands-on customer support can be hard to procure- Product Solutions can be a scare resource. **What problems is Optro solving and how is that benefiting you?** Audit evidence, workflow management, stakeholder interactions, issues remediation tracking, audit scheduling and progress monitoring. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Christopher! We're glad to hear that you appreciate our vision to be a connected risk platform. We are continuously working to improve the user experience and are committed to providing value to all our users. ### 18. Awesome audit application! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** July 20, 2022 **What do you like best about Optro?** The interface is streamlined and intuitive, making it easy to navigate. The workflow is logical, which brings clarity to the audit process. Additionally, it is customisable, allowing you to better align it with your specific audit methodology. **What do you dislike about Optro?** The structure and tiers of the product are becoming increasingly complex. This could lead to customers feeling as though they are being nickel-and-dimed. **What problems is Optro solving and how is that benefiting you?** AB provides realtime visibility and aids in ongoing engagement with stakeholders. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team by providing visibility and ongoing engagement with stakeholders. We’re actively working on new features, and your feedback will help inform those! ### 19. Auditboard **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Optro?** I like the integrated framework that allows our risk ecosystem to flourish. I think that the dashboarding capabilities makes it usable for all skill levels. **What do you dislike about Optro?** The learning catalog can be confusing to navigate. Also if you don’t have all of the modules it limits the integration and what is possible. **What problems is Optro solving and how is that benefiting you?** Having all functions in a central tool allows for cross function collaboration. This allows our company to meet our company requirements ### 20. 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! ### 21. Excellent Support and Customization, But AB Sync Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** William A. | AVP, Audit Program Director, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The company is very responsive to questions about product customization and finding solutions to work for our needs and requirements. **What do you dislike about Optro?** There are some things that I wish we could customize on our end, and AB sync sometimes has performance issues. **What problems is Optro solving and how is that benefiting you?** It’s making collaboration between the Audit department and business stakeholders a lot easier and it makes our workflows a lot more manageable, and allows better data accessibility and analytics. ### 22. Simple Interface, But Features Are Hard to Find **Rating:** 3.5/5.0 stars **Reviewed by:** Carlos B. | Finance Leadership Program - Internal Audit, Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** I like that auditboard has a simple view and opens additional tabs without having to go back **What do you dislike about Optro?** I feel like there are so many hidden buttons **What problems is Optro solving and how is that benefiting you?** I help manage audits and dashbaords ### 23. Great for PBC Management, Needs Better ITGC System-Level Conclusions **Rating:** 5.0/5.0 stars **Reviewed by:** Anabel W. | IT SOX Testing & Data Analytics Senior Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The work stream feature for managing PBCs with control owners, especially because we can give visibility to our external auditors **What do you dislike about Optro?** Inability to conclude on ITGC effectiveness by system. We have controls that are applicable to 90 in scope systems and we cannot document conclusions by system within the control. **What problems is Optro solving and how is that benefiting you?** Everything is in one place - evidence collection, documentation, testing and issues. Easy to use and see prior year. ### 24. Intuitive and Customizable, But Platform Can Be Slow **Rating:** 4.0/5.0 stars **Reviewed by:** Joshua L. | Manager - Cyber Risk, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The product is intuitive and offers a good level of customization. I also appreciate that the company values customer feedback and incorporates it into their roadmap. **What do you dislike about Optro?** There are many different modules available, but the platform can sometimes be slow. **What problems is Optro solving and how is that benefiting you?** Enterprise risk insights, cross-team collaboration, and reporting are all valuable in helping us meet the needs of our leadership. These aspects contribute significantly to fulfilling what our leaders require. ### 25. Comprehensive GRC Platform, But Support Could Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Jose R. | Security Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** It is a comprehensive platform for my company's GRC needs, providing a dependable way to manage all our internal processes in a single, unified space. **What do you dislike about Optro?** Our team needs support to deepen our knowledge and understanding of the tool. We have struggled to bring everyone together, but I have collected the necessary information to reach out to our CSM and arrange some sessions. **What problems is Optro solving and how is that benefiting you?** Solutions for compliance, risk, and governance. ### 26. Great Module Integration, but Implementation Can Be Challenging **Rating:** 3.5/5.0 stars **Reviewed by:** Amy D. | Senior Risk Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The way modules are connected within our organization is an important aspect to consider. **What do you dislike about Optro?** I have experienced challenges with the implementation process. **What problems is Optro solving and how is that benefiting you?** The RCSA process has been developed. ### 27. Innovative and Forward-Thinking, But Needs Better Alignment with Current Practices **Rating:** 3.0/5.0 stars **Reviewed by:** Alexis P. | Senior Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** How innovative they are and continue to be. **What do you dislike about Optro?** Some of the functionalities are not aligned with current practice. **What problems is Optro solving and how is that benefiting you?** Document repository for operational audits and SOX. ### 28. 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! ### 29. 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 ### 30. 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. ### 31. Significant efficiencies using OpsAudit and SOXHub **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** March 05, 2020 **What do you like best about Optro?** Using SOXHub made the SOX testing process much more efficient with both our internal control owners as well as our external auditors. **What do you dislike about Optro?** Nothing yet, has been a great tool and helps collaboration. **Recommendations to others considering Optro:** It has been a great tool so far. **What problems is Optro solving and how is that benefiting you?** External auditor access to testing has improved greatly and made it easier for our external auditors to rely on IA testing. **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 gain efficiency. We’re actively working on new features, and your feedback will help inform those! ### 32. 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. ### 33. AB has been very valuable to our org. Streamlining processes and over time eliminating duplicity. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** User friendly. The training teams are invaluable **What do you dislike about Optro?** A couple things that stick out is when adding work papers, you have to add them in a specific order to show up according to your narrative. Haven't found a way to rearrange. Another area would be deleting work papers and having to 'check out first before deleting. **What problems is Optro solving and how is that benefiting you?** Streamlining collaboration with the business. **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 processes. We’re actively working on new features, and your feedback will help inform those! With respect to your comment on work papers, we will be sure to pass this along to our product team for consideration in future updates. ### 34. A fantastic audit tool **Rating:** 5.0/5.0 stars **Reviewed by:** Sebastian L. | Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** Auditboard makes reviews and documentation extremely easy. **What do you dislike about Optro?** The workstream module can be complicated and difficult to manage. **What problems is Optro solving and how is that benefiting you?** Audit reviews and documentation retention. ### 35. 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. ### 36. 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. ### 37. AuditBoard **Rating:** 4.0/5.0 stars **Reviewed by:** Jacob D. | Lead Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2025 **What do you like best about Optro?** The ease of use and organization of the sox module. The ability to customize the fields! **What do you dislike about Optro?** Sometimes fields need support to be updated or changed. **What problems is Optro solving and how is that benefiting you?** The organization of the controls and testing procedures is effective, and it assists in structuring audit worksteps. This helps streamline the audit process and ensures that each step is clearly defined. ### 38. 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. ### 39. Audit Board Insightful savvy innovation promoting intelligent platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Freda H. | VP-Operations Sr. Manager PMP, Agile, Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2025 **What do you like best about Optro?** The Intergration of ERM, RISK, Compliance and many more capabilities that provides a ROI over time able to scale, automation that increases our Proformance by reduction of repetitive task, analytics that assist with control testing while leveraging our data, reporting, modernizing risk, regulations, compliance and audit utilizing a connected platform. **What do you dislike about Optro?** Evidence collection and reporting dashboards are a pain point **What problems is Optro solving and how is that benefiting you?** We had system that were fragmented the platform is connected and able to be tailored for additional attributes such as ESG, Emerging risk, updated regulatory policies. ### 40. Easy Documentation Management, But Process Transfers Need Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Yasir I. | Manager, Internal Controls, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The platform is straightforward to use when it comes to handling documentation requests and working together with management. **What do you dislike about Optro?** When you need to transfer controls between different processes or subprocesses, it can be a challenge. **What problems is Optro solving and how is that benefiting you?** I am responsible for handling documentation requests, overseeing control certification, and managing issues. These tasks are essential parts of my role. ### 41. Comprehensive Audit Tool with Easy Attachments and Questionnaires **Rating:** 5.0/5.0 stars **Reviewed by:** Zahra Z. | Infernal auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** I like the way that we have all steps to do in audit and we can attach anything as a prove We also have quetsionaire **What do you dislike about Optro?** Nothing to say bad for the moment. I appreciat how is it **What problems is Optro solving and how is that benefiting you?** Make it easy every thing for the rest of the team and leaving all prove so no lost informations ### 42. Streamlines Evidence Collection Workflows Effortlessly **Rating:** 4.0/5.0 stars **Reviewed by:** Zhu H. | SOC 1 Internal Audit Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** It streamlines the evidence collection workflows so I can have a centralized location to maintain all the audit requests in an efficient way. **What do you dislike about Optro?** When multiple users are assigned to one request, once one of them hit submit for review, the other users can't upload anything anymore. **What problems is Optro solving and how is that benefiting you?** AuditBoard helps us to perform SOC 1 compliance audit. ### 43. Centralized Controls and Automation, But Needs Offline Mode **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Soxhub makes it much more convenient to manage everything, as all controls are centralized in one location rather than being scattered across a shared drive or Teams site. I also appreciate the automated PBCs, which streamline the process further. **What do you dislike about Optro?** There is no offline mode available, which becomes a significant issue during outages. **What problems is Optro solving and how is that benefiting you?** Live RCM brings together all control information, testing details, and historical data on a single page, making it easy to access everything in one place. This setup also streamlines PBC requests by allowing control owners to manage them more efficiently. ### 44. Great tool, nice user interface and easy customization **Rating:** 4.0/5.0 stars **Reviewed by:** C H. | Senior Expert | IT & Cybersecurity audit, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2024 **What do you like best about Optro?** Very simple to use, there are videos available for users to watch and learn about the tool. AI feature is being integrated and it saves a lot of time. **What do you dislike about Optro?** There is no save button in most places and accidental changes are saved automatically. Need to contact admins to roll it back. **What problems is Optro solving and how is that benefiting you?** Document audits and issues ### 45. Great for Workflow Management, But Customization Falls Short **Rating:** 4.5/5.0 stars **Reviewed by:** Michael L. | IT Compliance Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Defined workflows, ease of use for stakeholders and audit and compliance staff **What do you dislike about Optro?** some of the workflows are rigid and are not very customizable. this issue and action plan form customization is not user friendly and drag and drop editor has been promised for several years but never delivered **What problems is Optro solving and how is that benefiting you?** Providing a structured workflow for project management ### 46. Great for Audit Organization, But Module Access Is Confusing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Ops audit the work steps like keeping our audit files in a good way **What do you dislike about Optro?** All the extra modules being extra money not knowing what I have and don’t have and won’t know unless I talk to my manager who’s in charge of AB **What problems is Optro solving and how is that benefiting you?** Keeping our documentation. Having it all in a go to spot ### 47. Great Collaboration Platform, But Workflow and Customization Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Central platform for control documentation and testing with access for various parties to collaborate **What do you dislike about Optro?** Issue management and workflow is challenging. Roles and permissions are complex. Creating custom dashboard has a larger learning curve compared to the rest of the platform. **What problems is Optro solving and how is that benefiting you?** Trusted source of truth with easy review workflows and document retention for controls testing ### 48. Effortless Note Storage for Testing, but not great across modules **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** easy place to store test notes. Testing for controls is easily stored in one location **What do you dislike about Optro?** The system as a whole lacks smooth integration between its modules. It feels as though the software was developed by ten different people, each responsible for a separate module, and then all the pieces were simply combined into one platform. **What problems is Optro solving and how is that benefiting you?** All information is stored in a single, easily accessible location, making it simple to find what you need. Managing data for the various entities it tracks is straightforward and does not require the use of spreadsheets. ### 49. Streamlines Risk Management, Worth the Initial Learning Curve **Rating:** 4.5/5.0 stars **Reviewed by:** Christie K. | Director SOX compliance, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Auditboard helps organize risk across multiple sectors of the business and organize the flow of work for those in the business. **What do you dislike about Optro?** There is learning curve and set up to initially implement the product that does take investment. However, once past that investment it becomes worthwhile. **What problems is Optro solving and how is that benefiting you?** It streamlines work for our team with ease. ### 50. Effortless Automation and User-Friendly Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Michael S. | Senior Risk Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Automation and ease of use, easy for business partners to submit data **What do you dislike about Optro?** I dislike the use of the dashboards and the lack of support for the dashboards. Also that the dashboards can only be printed via PDF **What problems is Optro solving and how is that benefiting you?** Solving the problem of a less manual process for collecting data and completing risk surveys ## 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?page=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+23%3A17%3A50+-0500&secure%5Bsession_id%5D=34ca2eb1-3eb6-49d7-940c-6514b20f6e6e&secure%5Btoken%5D=0c0bff50b45d742b777e2e765a13f1ccd8f183861f26060bce33528ef89282b9&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) ## 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)