--- title: Optro Reviews meta_title: 'Optro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1623 reviews by the users' company size, role or industry to find out how Optro works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 1623 scale: '5' date_modified: '2026-08-13' parent_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance --- # Optro Reviews **Vendor:** Optro **Category:** [Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm) **Average Rating:** 4.6/5.0 **Total Reviews:** 1,623 ## About Optro Optro (Formerly AuditBoard) is a GRC software solution that helps enterprises manage audit, risk, and compliance workflows through an agentic system of action. By using GRC-trained AI, centralizing disparate data points, and automating manual processes, the platform enables organizations to transition from reactive risk management to proactive strategic planning. The platform functions as a comprehensive ecosystem for risk managers, assurance leaders, internal auditors, and compliance officers. It addresses the increasing complexity of modern regulatory environments by providing tools for real-time monitoring and reporting. Optro facilitates a streamlined flow of information between teams, ensuring that risk data is not siloed but instead used to inform high-level business decisions. Optro’s approach allows companies to identify emerging threats and operational vulnerabilities before they impact the bottom line, ultimately turning risk management into a driver of organizational opportunity. ## Optro Pros & Cons **What users like:** - Users appreciate the **ease of use** of Optro, finding it great for basic audit functions and assessments. (243 reviews) - Users appreciate the **efficiencies** of Optro, finding it easy to use for comprehensive audit functions and connections. (150 reviews) - Users find the software to be **intuitive and user-friendly** , enhancing their overall experience when configured properly. (113 reviews) - Users love the **versatile modules** of Optro that facilitate easy linkages and centralize functionality efficiently. (100 reviews) - Users love the **audit efficiency** of Optro, benefiting from seamless integration and streamlined processes throughout their audits. (84 reviews) - Efficiency (82 reviews) - Organization (73 reviews) - Risk Management (68 reviews) - Time-saving (65 reviews) - Efficiency Improvement (60 reviews) **What users dislike:** - Users find the **limited functionality** of Optro restricts their ability to fully utilize analytics and projects. (71 reviews) - Users find that **improvement is needed** , particularly in risk assessment integration and user guidance for the Optro platform. (63 reviews) - Users find **limited customization** in Optro, facing challenges with complex roles, permissions, and dashboard creation. (54 reviews) - Users find the **interface not intuitive** , making feature navigation and understanding complex functionalities a challenge. (54 reviews) - Users struggle with **limited formatting options** and find some AI features unhelpful for organizing work papers effectively. (51 reviews) - Users find the **limited features** of Optro restrict their ability to efficiently manage tasks and access data. (45 reviews) - Difficulty (44 reviews) - Lack of Guidance (44 reviews) - Learning Curve (39 reviews) - Users are frustrated by the **missing features** in Optro, impacting usability and limiting customization capabilities. (39 reviews) ## Optro Reviews ### 1. User-Friendly and Comprehensive, but working towards Permissions Management Improvements **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I like using AuditBoard because it is user friendly, allows for document retention and helps connect most of our GRC areas under one umbrella. Additionally, it allows for external teams to have access to information we allow them to have permissions to eliminating the need to have our documents uploaded to external portals. **What do you dislike about Optro?** The biggest hurdle we currently have with AuditBoard is managing user permissions. We were an early adopter of SOXHUB, so we have been using role based permissions and are in the process of converting to teams based permissions. **What problems is Optro solving and how is that benefiting you?** AuditBoard is helping to serve as a central repository for documents, inventories, controls and risks under the same umbrella, allowing for different areas of the enterprise to collaborate together and have greater visibility into our GRC environment. ### 2. Great for Overseeing Financial Statements, Compliance, and Risk Management **Rating:** 4.5/5.0 stars **Reviewed by:** Mohammad A. | Compliance manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2026 **What do you like best about Optro?** over see about financial statments, ensure compliances and manages risk **What do you dislike about Optro?** dowside about this is focused on fault not growth, and too much paper work and delays **What problems is Optro solving and how is that benefiting you?** it protects me for unfair blame and reduce risk errors and fulfil compliances ### 3. Modern Tools and Excellent Support Drive Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I really enjoy how modern the tools are. I think the support has been excellent and I appreciate the efficiency gains we’ve realized. **What do you dislike about Optro?** Nothing so far, I appreciate the flexibility and customization offered by the tool. **What problems is Optro solving and how is that benefiting you?** Audit board helps us to help the business manage risk and document our work quickly and efficiently. ### 4. User-Friendly and Customizable, But Needs Better Reporting and Flexibility **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Gambling & Casinos | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** Ease of use, customizable, easy to train a new hire on platform without too much effort. **What do you dislike about Optro?** Timesheets - would like to be able to record time by phase. Dashboards - we have had to create external dashboards to meet our needs in PowerBI. Scoping - the scoping feature in AuditBoard does not work with our company due to the size and complexity of our company. Adding Fields - in the issue area mainly, we are not able to organize where new drop downs or fields appear in the form. **What problems is Optro solving and how is that benefiting you?** Organizing issues and being able to report those issues to executive management (we are able to export to PowerBI to report). Maintaining our RCMs in a very clean and organized manner. Reduction in time for onboarding. ### 5. My experience with auditboard tool has made my audit work much easier . Prior to our submission. **Rating:** 5.0/5.0 stars **Reviewed by:** Peter O. | Snr GRC Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2025 **What do you like best about Optro?** My experience with auditboard tool has made my audit work much easier . Prior to my company purchasing the product, we do everything manually. With audit board, we were able to automate a lot of process within CCNC GRC team. All my team member love the idea. I have also learned a lot from audit board webinar. Kudos to you guys! **What do you dislike about Optro?** I do not dislike anything! I love everything about the tool. Am still trying to learn the workstation though. **What problems is Optro solving and how is that benefiting you?** It solved the problem of doing things manually ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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. ### 10. 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. ### 11. 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! ### 12. 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. ### 13. 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 ### 14. 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 ### 15. 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. ### 16. 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 ### 17. 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! ### 18. 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. ### 19. 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. ### 20. 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. ### 21. 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! ### 22. 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! ### 23. 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. ### 24. 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. ### 25. 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 ### 26. 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. ### 27. 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! ### 28. 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. ### 29. 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. ### 30. 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. ### 31. 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. ### 32. 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. ### 33. 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. ### 34. 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 ### 35. 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. ### 36. 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 ### 37. 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 ### 38. 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 ### 39. 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. ### 40. User-Friendly and Efficient, But Pricey **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron P. | IT Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** Useability - very easy to use and request documentation verification from our stakeholders. **What do you dislike about Optro?** Cost - it is an expensive product. In addition, sometimes the updates can take time to get adjusted too. **What problems is Optro solving and how is that benefiting you?** It helps the audit team "tell the story" by documenting our work. It also streamlines the document request process. ### 41. Intuitive and Versatile, But Pricey with Inconsistent Support **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?** This software is easy to use and highly intuitive. It offers an excellent workflow that streamlines the review process through automation. Additionally, there are many modules available, which adds to its versatility. **What do you dislike about Optro?** There is a high turnover rate among customer support staff, which can make it difficult to get consistent help. The product itself is quite expensive, and on top of that, you have to buy extra modules and different tiers just to access all the features you need. **What problems is Optro solving and how is that benefiting you?** This is an audit management tool. ### 42. Excellent integrated Audit Solution platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** We have enjoyed having Risk, Opsaudit, and Sox all in one system. This provides connected risk assessments and management. **What do you dislike about Optro?** Not being able to move document attachments around. **What problems is Optro solving and how is that benefiting you?** We have enjoyed having Risk, Opsaudit, and Sox all in one system. This provides connected risk assessments and management. **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 connected risk assessments and management. We’re actively working on new features, and your feedback will help inform those! ### 43. Great for Audit Reporting, Looking Forward to More Enhancements **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Optro?** AuditBoard has help me a lot in reporting and consolidation of audit details and issue information. **What do you dislike about Optro?** There are still some limitation to AuditBoard, but I’m sure AB will take into consideration and enhance in the near future! **What problems is Optro solving and how is that benefiting you?** Auditable entities, help to plan audit for next year ### 44. Excellent Audit Tracking, But Needs Better Training Resources **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** Its ability to track all of our audits and organize the data into a clear format has been very helpful. **What do you dislike about Optro?** There is a need for more comprehensive training videos that clearly explain how to fully utilize all of its features and capabilities. **What problems is Optro solving and how is that benefiting you?** The training covered both data tracking and audit execution. It provided a clear understanding of how to monitor data effectively and carry out audits with precision. Overall, the session was informative and helped me grasp the essential concepts involved in these processes. ### 45. Great for Team Collaboration, But Customization and Spell Check Need Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Mason R. | Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** I appreciate that my entire team is now working within a single system. **What do you dislike about Optro?** I’m not a fan of how limited the customization options are for the text boxes, and I also find the lack of spell check frustrating. **What problems is Optro solving and how is that benefiting you?** Connecting all our risks in one place ### 46. Great for SOX Program Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** January 31, 2018 **What do you like best about Optro?** Great user experience. Clean interface is easy to use. Comprehensive SOX program management from risk assessment to deficiency analysis. Great company is attentive to customer requests. **What do you dislike about Optro?** Nothing. The tool meets our needs perfectly. **What problems is Optro solving and how is that benefiting you?** SOX Program Management. We have realized efficiencies in our SOX life cycle. ### 47. User-Friendly and Versatile, But Bug Issues Require Attention **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** It is very user friendly for all users and it fits all our needs. **What do you dislike about Optro?** We have had a lot of issues this year and bugs that we needed to work with engineers. **What problems is Optro solving and how is that benefiting you?** Auditboard is helping us with mundane tasks and provide a more detailed approach. ### 48. Comprehensive all-in-one solution for all your auditing needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick N. | Internal Auditor I, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Optro?** I think my favorite thing about Auditboard is the ability to incorporate just about any file format - whether that be excel spreadsheet, word document, pdf, outlook file, powerpoint slide, etc! Not only can you incorporate almost any file format, but you can open it for editing and when you're done, you can save it and it updates the document to include the changes that were made. Having a centralized one-stop shop for an audit department is a must, and auditoard exceeds all other competition! **What do you dislike about Optro?** The price. With all the included features, a higher price is to be expected. Nonetheless, it's worth every penny! **What problems is Optro solving and how is that benefiting you?** Helping to maintain organization and the ability to keep track of assignments & projects with ease. Also, the user-friendliness of Auditboard makes it easy for anyone to learn and excel in! **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Nick! 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 visualize data. We’re actively working on new features, and your feedback will help inform those! ### 49. Innovative Product with Excellent Support, But Limited UI Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Preston P. | Sr. Compliance Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The support and product innovation is absolutely amazing! **What do you dislike about Optro?** That the UI is not customizable in policies, I want to turn off print to pdf and cannot because it’s built into the UI. **What problems is Optro solving and how is that benefiting you?** We are a growing company so growth and organization is top priority. ### 50. Effortless Control Management, But Manual Saves Needed for List Views **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** AuditBoard SOXHub provides easy ability to make updates to controls and relevant information related to the controls as well as exporting all of the information in order to customize or evaluate the information outside of AuditBoard. It is also easy to navigate between the different elements. **What do you dislike about Optro?** When list views are updated, you have to manually click save for it to remain the way you customized it. **What problems is Optro solving and how is that benefiting you?** Better documentation, with easy exporting of testing to external audit and management of SOX controls. ## Optro Discussions - [Is there any possibility of reviewing the work papers within tool rather than downloading them.](https://www.g2.com/discussions/12286-is-there-any-possibility-of-reviewing-the-work-papers-within-tool-rather-than-downloading-them) - 2 comments, 1 upvote - [What is audit management software?](https://www.g2.com/discussions/what-is-audit-management-software) - 1 comment - [What is Soxhub?](https://www.g2.com/discussions/what-is-soxhub) - 1 comment - [What is AuditBoard used for?](https://www.g2.com/discussions/what-is-auditboard-used-for) - 1 comment - [View Optro pricing details and edition comparison](https://www.g2.com/products/optro/reviews?filters%5Bnps_score%5D=5&page=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+17%3A48%3A33+-0500&secure%5Bsession_id%5D=e9892f21-00ea-42a5-9bca-b81ff071425e&secure%5Btoken%5D=b4bf2a0c5b196d7d6aae8f11250216830c4fd6a4f6c5b5d811188475a73f23ab&format=llm_user) ## Optro Integrations - [AccountSight](https://www.g2.com/products/accountsight/reviews) - [Alteryx](https://www.g2.com/products/alteryx/reviews) - [Azure Portal](https://www.g2.com/products/azure-portal/reviews) - [Bitsight](https://www.g2.com/products/bitsight/reviews) - [Compliance.One](https://www.g2.com/products/confdnt-compliance-one/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [TeamMate](https://www.g2.com/products/teammate/reviews) ## Optro Features **Additional Functionality** - Incident Management - Real-Time Monitoring - Evidence Management - Risk Alerts - Reporting & Statistics - Third-Party Integrations - Workflow Management - Risk Analysis - Sarbanes-Oxley Compliance - Single Sign On - Compliance Management - Policy Management - Real-Time Reporting - Audit Trail - Assessment Management - HIPAA Compliant - Operational Risk Management - Document Storage - Enterprise Risk Management - Data Visualization - Configurable Workflow - Vendor Management - IT Risk Management - User Management - Issue Management - Internal Controls Management - AI Copilot - Environmental Compliance - Customizable Reports - Data Import/Export - Risk Management - API - Document Management - Risk Assessment - Activity Dashboard - Task Management - Audit Management - Generative AI - Governance - Corrective and Preventive Actions (CAPA) - Alerts/Notifications - FDA Compliance - Secure Data Storage - Approval Process Control - Version Control **Data Collection** - Data Types - Data Sources - Third Party **Risk Assessment** - Scoring **Generative AI** - AI Text Generation **Generative AI** - AI Text Summarization - AI Text Generation - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization **Reporting** - Ratings - Investment - Public **Risk Control** - Reviews - Policies - Workflows **Workflows - Audit Management** - Audit Trail - Recommendations - Collaboration Tools - Integrations - Audit Planning **Monitoring - IT Risk Management** - AI Monitoring **Agentic AI - Regulatory Change Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Campaign Planning **Additional Functionality** - HIPAA Compliant - Workflow Management - Secure Data Storage - Third-Party Integrations - Access Controls/Permissions - Consent Management - Data Mapping - Audit Management - API - Role-Based Permissions - Policy Management - Single Sign On - Risk Management - Search/Filter - Template Management - Multi-Language - Data Visualization - User Management - Monitoring - PIA/DPIA - Alerts/Notifications - Sensitive Data Identification - Self Service Portal - Archiving & Retention - Data Import/Export - Risk Assessment - Activity Dashboard - Document Management - PCI Compliance - Incident Management - Data Governance - Compliance Management - Customizable Templates - AI Copilot - Reporting & Statistics - Generative AI - Data Storage Management - File Management - Customizable Reports - Performance Metrics - Risk Analysis - Intrusion Detection System - Log Analysis - Security Auditing - Log Management - Reporting/Analytics - Risk Alerts - PCI Assessment - Vulnerability Scanning - Event Logs - File Integrity Monitoring - Exceptions Management - Data Synchronization - Compliance Tracking - Activity Monitoring - Audit Trail - Secure Login **Risk Management** - Risk Identification - Risk Classification - Risk Methodology - KRI (Key Risk Indicator) Monitoring - Real-Time Monitoring - KRI (Key Risk Indicator) Monitoring **Integration** - Governance, Risk & Compliance - Finance - Environmental, Quality and Safety Management - Sustainability Management - Emissions Management - Policy Management - Risk Management - Internal Controls Management - Document Management - Data Management - Conflict Minerals Management - Assessment Management - Initiative Management - Task Management - Program Management - Framework Management - Disclosure Management - Survey/Poll Management - Compliance Management **Monitoring** - Vendor Performance - Notifications - Oversight **Documentation - Audit Management** - Checklists **Agentic AI - IT Risk Management** - Autonomous Task Execution - Multi-step Planning **Reporting** - Templates - Centralized Data - 360 View **Risk Management - Environmental, Social, and Governance (ESG) Reporting** - Communications - Risk Identification - Risk Assessment - Strategic Planning - Scenario Planning **Reporting & Analytics - Audit Management** - Activity Dashboard - Audit Performance - ISO Compliance - Environmental Compliance - AML Compliance - Sarbanes-Oxley Compliance - KYC Compliance - FDA Compliance - OSHA Compliance - Real-Time Data - Real-Time Analytics **Additional Functionality** - Mobile Access - Corrective and Preventive Actions (CAPA) - Issue Management - Document Management - Role-Based Permissions - Activity Tracking - Document Storage - Reporting & Statistics - Task Management - Workflow Management - Status Tracking - Monitoring - Data Visualization - Approval Process Control - Forms Management - Change Management - Risk Alerts - Asset Tracking - AI Copilot - API - Risk Analysis - Policy Management - Incident Management - Real-Time Reporting - Real-Time Notifications - Alerts/Notifications - Security Auditing - Compliance Management - Risk Assessment - Real-Time Monitoring - Version Control - Archiving & Retention - Alerts/Escalation - Customizable Reports - Compliance Tracking - Access Controls/Permissions - Certification Tracking - Surveys & Feedback - Digital Signature - HIPAA Compliant - Reminders **Business Continuity Management** - Recovery Plans - Procedure Templates - Crisis Management - Task Management - Assessment Management - IT Risk Management - Audit Management - Vendor Risk Management - Document Management - Incident Management - Compliance Management - Policy Management - Internal Controls Management - Reputational Risk Management - Forms Management - Operational Risk Management - Workflow Management - Exceptions Management - Issue Management - Vendor Management - Safety Management - Legal Risk Management **Reporting - Environmental, Social, and Governance (ESG) Reporting** - Benchmarking & Competitive Analysis - Actionable Insights - AI-Enabled ESG Reporting - Performance Tracking - Compliance Reporting - Generative AI - Compliance Tracking - Progress Tracking **Agentic AI - Third Party & Supplier Risk Management** - Adaptive Learning - Decision Making **Agentic AI - Environmental, Social, and Governance (ESG) Reporting** - Autonomous Task Execution - Decision Making **Additional Functionality** - KPI Monitoring - Emission Calculations - Environmental Metrics - AI Copilot - Scoring - AI/Machine Learning - Customizable Reports - Customizable Dashboard - Benchmarking - Performance Metrics - Reporting/Analytics - Auditing - Workflow Automation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Platform** - Integration - Security & Privacy - Mobile Access - Flexibility - Third-Party Integrations **Services** - Implementation - Training & Learning - Customer Support - Professional Services **Additional Functionality** - Predictive Analytics - Process Modeling & Designing - Configurable Workflow - Real-Time Reporting - AI Copilot - Forecasting - Risk Reporting - Reporting & Statistics - API - Business Continuity Exercising - Vulnerability/Threat Prioritization - Customizable Reports - Audit Trail - Risk Alerts - Risk Scoring - Access Controls/Permissions - Surveys & Feedback - Data Visualization - Document Storage - Heatmaps - Risk Assessment - Risk Analysis - Financial Risk Reporting - Approval Process Control - Dashboard - Root Cause Analysis - Activity Tracking - Business Process Control - Alerts/Notifications - Data Import/Export - Performance Metrics - Security Auditing - Dashboard Creation - Secure Data Storage - Scenario Planning - Prioritization - Version Control - Reminders - Corrective and Preventive Actions (CAPA) ## Top Optro Alternatives - [LogicGate](https://www.g2.com/products/logicgate/reviews) - 4.6/5.0 (189 reviews) - [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) - 3.6/5.0 (17 reviews) - [SAI360](https://www.g2.com/products/sai360/reviews) - 4.2/5.0 (122 reviews)