Optro Reviews & Product Details

I like Optro for its centralized documentation, which makes it easier to retrieve audit work papers and track issues. It's great for reviewing the work of other auditors, providing organizational consistency. I appreciate that it streamlines audits, execution, and reporting while maintaining clear audit trails and documentation standards. Assigning work papers to staff and reviewing comments, with the ability to go back and see all closed comments, is a feature I particularly enjoy because it enhances organizational consistency. Additionally, the initial setup was pretty easy. Review collected by and hosted on G2.com.

I would like the status to be more detailed with options like open, close, reviewed, or submitted. It would be helpful if these statuses were color-coded, like having open with no color, completed in yellow, and reviewed in green. This would help us easily remember or know which step has been completed and which needs review, making it clearer for lead auditors. Review collected by and hosted on G2.com.

I’ve been impressed by the wide range of features and capabilities this platform offers for running tasks autonomously. What I like most is how easy it is to use—everything feels intuitive, well organized, and efficient. I also appreciate how robust and flexible it is, with an interface that stays intuitive while handling complex workflows without any hassle. Review collected by and hosted on G2.com.

They’re always available when I need them, which makes the process and data management much simpler. Any time I’ve had to reach out to customer support, they’ve been efficient, responsive, and genuinely helpful. Review collected by and hosted on G2.com.

I like that it gives us clear visibility into our controls so we can confirm they meet the company’s security standards. The interface is straightforward, which makes it easy for teams to navigate, stay organized, and track incidents. It also helps us see how our controls align with regulatory requirements and industry frameworks. Review collected by and hosted on G2.com.

The performance is impressive when it comes to real-time monitoring, and the initial setup was straightforward, which is always a plus. The AI features, while promising, are still under development and aren’t consistently reliable across all modules. Review collected by and hosted on G2.com.

It’s highly customizable. You can tailor it to your control environment, and it can be as detailed as your organization needs. Review collected by and hosted on G2.com.

Since it’s so highly customizable, once someone makes a decision or changes standard fields, it’s very hard to get back to the status quo. There’s also a lack of clarity around best practices and how other companies use it to simplify the control environment and enable more efficient usage. Review collected by and hosted on G2.com.

I like the ease of use of the platform. The action plan follow-up works great, allowing us to have automatic notifications sent to stakeholders. At a prior company, I appreciated having Excel and Word documents stored in Optro for collaborative access and editing, similar to how you do on Google Docs. Review collected by and hosted on G2.com.

I think the commenting feature on work papers and test tips could be improved. It would be helpful if comments could be tied to exact words rather than just overall comments on the step. A system similar to commenting on Google Docs or Word documents would enhance this feature. Review collected by and hosted on G2.com.

Optro's controls management and ops audit modules are really where the tool excels. It gave businesses the ability to generate a living and always changing risk & controls matrix. It is very straightforward and user friendly for new users.

Additionally, they continue to innovate with new features based on their customer's feedback often.

Recently, they have also made big strides in customer support, leveraging AI which has provided us quicker and more tailored solutions. Review collected by and hosted on G2.com.

While Optro is fairly flexible, there are some limitations like its control hierarchy in Controls Management. Entity -> Process -> Subprocess really only allows you L2 to L3 process levels and you may not create more process levels than that.

I wish the SOX risk assessment feature was more robust and allowed for more streamlined mapping of control setup and chart of accounts. So currently, we still use Excel to do our scoping. Also, if you have mulitple ERPs with various charts of accounts, this gets more complex and will take hard work to map everything out. Review collected by and hosted on G2.com.

The user experience is very seamless and the dashboards are excellent Review collected by and hosted on G2.com.

Not being able to get all of the tools with the subscription levels so it limits our use Review collected by and hosted on G2.com.

I appreciate the structure it brings to collaboration—multiple stakeholders can contribute (e.g., security, business owner, compliance) while keeping everything centralized and trackable. That visibility helps with prioritization, timelines, and follow-ups, especially when you’re waiting on inputs like questionnaires, assurance docs, or control evidence. Review collected by and hosted on G2.com.

Collaboration is centralized, but not always efficient: Even when everything is in one place, it can still be hard to quickly see who is blocking progress (vendor vs. internal approver), what the exact next action is, and how long something has been sitting—unless the system is consistently updated. Review collected by and hosted on G2.com.

I use AuditBoard from Optro. The software is user-friendly and includes all the features needed for audit work. Review collected by and hosted on G2.com.

I pretty like most of Optro features but when there was a technical issue, it was hard to resolve right away as I wasn't able to find the live assistant. Review collected by and hosted on G2.com.