--- title: Optro Reviews meta\_title: 'Optro Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 1621 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: 1621 scale: '5' date\_modified: '2026-08-10' parent\_category: name: Governance, Risk & Compliance url: https://www.g2.com/categories/governance-risk-compliance ---

### Optro Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the **ease of use** of Optro, finding it great for basic audit functions and assessments. [(243 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277391&qs=pros-and-cons#reviews)

Users appreciate the **efficiencies** of Optro, finding it easy to use for comprehensive audit functions and connections. [(150 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276138&qs=pros-and-cons#reviews)

Users find the software to be **intuitive and user-friendly** , enhancing their overall experience when configured properly. [(113 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277163&qs=pros-and-cons#reviews)

Users love the **versatile modules** of Optro that facilitate easy linkages and centralize functionality efficiently. [(100 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276319&qs=pros-and-cons#reviews)

Users love the **audit efficiency** of Optro, benefiting from seamless integration and streamlined processes throughout their audits. [(84 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273785&qs=pros-and-cons#reviews)

Users find the **limited functionality** of Optro restricts their ability to fully utilize analytics and projects. [(71 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278589&qs=pros-and-cons#reviews)

Users find that **improvement is needed** , particularly in risk assessment integration and user guidance for the Optro platform. [(63 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276121&qs=pros-and-cons#reviews)

Users find **limited customization** in Optro, facing challenges with complex roles, permissions, and dashboard creation. [(54 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278971&qs=pros-and-cons#reviews)

Users find the **interface not intuitive** , making feature navigation and understanding complex functionalities a challenge. [(54 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273847&qs=pros-and-cons#reviews)

Users struggle with **limited formatting options** and find some AI features unhelpful for organizing work papers effectively. [(51 mentions)](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273560&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of Optro

##### 1. Ease of Use

Users appreciate the **ease of use** of Optro, finding it great for basic audit functions and assessments.
[
See 243 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277391&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Prasanna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Prasanna S.")
PS

Prasanna S.

Enterprise (\> 1000 emp.)

4.5/5

"Great Audit Management Tool"

What do you like about Optro?

The reason I dropped the rating a little bit is I am working on survey templates and Optro does not have a good branching feature like MS Forms. I wou

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.5/5

"Overall a great user experience and easy to administer"

What do you like about Optro?

Optro's controls management and ops audit modules are really where the tool excels. It gave businesses the ability to generate a living and always cha

##### 2. Audit Management

Users appreciate the **efficiencies** of Optro, finding it easy to use for comprehensive audit functions and connections.
[
See 150 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276138&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.5/5

"Overall a great user experience and easy to administer"

What do you like about Optro?

Optro's controls management and ops audit modules are really where the tool excels. It gave businesses the ability to generate a living and always cha

AC

alex c.

Small-Business (50 or fewer emp.)

5.0/5

"Efficient and Powerful, But AI Features Come at a Price"

What do you like about Optro?

Efficiencies. The application is great and easy to use for basic audit functions.

##### 3. Intuitive

Users find the software to be **intuitive and user-friendly** , enhancing their overall experience when configured properly.
[
See 113 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1277163&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Prasanna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Prasanna S.")
PS

Prasanna S.

Enterprise (\> 1000 emp.)

4.5/5

"Great Audit Management Tool"

What do you like about Optro?

The reason I dropped the rating a little bit is I am working on survey templates and Optro does not have a good branching feature like MS Forms. I wou

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.5/5

"Overall a great user experience and easy to administer"

What do you like about Optro?

Optro's controls management and ops audit modules are really where the tool excels. It gave businesses the ability to generate a living and always cha

##### 4. Features

Users love the **versatile modules** of Optro that facilitate easy linkages and centralize functionality efficiently.
[
See 100 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276319&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Tara M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tara M.")
TM

Tara M.

Enterprise (\> 1000 emp.)

5.0/5

"Outstanding Dashboarding and Issue Management in AuditBoard"

What do you like about Optro?

I like the rebranding combined with the excellent product

 ![Prasanna S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Prasanna S.")
PS

Prasanna S.

Enterprise (\> 1000 emp.)

4.5/5

"Great Audit Management Tool"

What do you like about Optro?

The reason I dropped the rating a little bit is I am working on survey templates and Optro does not have a good branching feature like MS Forms. I wou

##### 5. Audit Efficiency

Users love the **audit efficiency** of Optro, benefiting from seamless integration and streamlined processes throughout their audits.
[
See 84 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273785&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.5/5

"Overall a great user experience and easy to administer"

What do you like about Optro?

Optro's controls management and ops audit modules are really where the tool excels. It gave businesses the ability to generate a living and always cha

AC

alex c.

Small-Business (50 or fewer emp.)

5.0/5

"Efficient and Powerful, But AI Features Come at a Price"

What do you like about Optro?

Efficiencies. The application is great and easy to use for basic audit functions.

### 5 Cons or Disadvantages of Optro

##### 1. Limited Functionality

Users find the **limited functionality** of Optro restricts their ability to fully utilize analytics and projects.
[
See 71 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278589&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Complex Audit Tool"

What do you dislike about Optro?

The suggested improvements were never implemented. The fact that they changed the name of the company and expansion of other tools almost seems that t

MO

Matthew O.

4.0/5

"Streamlines Audits with Continuous Improvement"

What do you dislike about Optro?

Some functionality is in early stages and makes it difficult to use, including things like resource planner and some of the newer proposed functionali

##### 2. Improvement Needed

Users find that **improvement is needed** , particularly in risk assessment integration and user guidance for the Optro platform.
[
See 63 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1276121&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Complex Audit Tool"

What do you dislike about Optro?

The suggested improvements were never implemented. The fact that they changed the name of the company and expansion of other tools almost seems that t

 ![Mohammad A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mohammad A.")
MA

Mohammad A.

Small-Business (50 or fewer emp.)

4.5/5

"Great for Overseeing Financial Statements, Compliance, and Risk Management"

What do you dislike about Optro?

dowside about this is focused on fault not growth, and too much paper work and delays

##### 3. Limited Customization

Users find **limited customization** in Optro, facing challenges with complex roles, permissions, and dashboard creation.
[
See 54 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1278971&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Complex Audit Tool"

What do you dislike about Optro?

The suggested improvements were never implemented. The fact that they changed the name of the company and expansion of other tools almost seems that t

CC

Carlos C.

Small-Business (50 or fewer emp.)

4.0/5

"All-in-One Compliance Management That Saves Time and Reduces Errors"

What do you dislike about Optro?

customisation options are somewhat limited when compared to other platforms

##### 4. Not Intuitive

Users find the **interface not intuitive** , making feature navigation and understanding complex functionalities a challenge.
[
See 54 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273847&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Nikita J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikita J.")
NJ

Nikita J.

Enterprise (\> 1000 emp.)

4.0/5

"AuditBoard Streamlines Audit & Risk Management with Centralized, Time-Saving Workflows"

What do you dislike about Optro?

Some features have a learning curve, especially for new users. Performance can occasionally feel show,and certain configuration or reports could be mo

 ![Abhinav Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Abhinav Y.")
AY

Abhinav Y.

4.5/5

"Streamlines Audit and Compliance with Ease"

What do you dislike about Optro?

While I find AuditBoard extremely useful, there are a few areas where I think it could be improved. At times, moving between different modules or dash

##### 5. Limitations

Users struggle with **limited formatting options** and find some AI features unhelpful for organizing work papers effectively.
[
See 51 mentions
](https://www.g2.com/products/optro/reviews?filters%5Bsentiment_snippet%5D=1273560&qs=pros-and-cons#reviews)

See Related User Reviews

 ![VIDYASAGARREDDY K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "VIDYASAGARREDDY K.")
VK

VIDYASAGARREDDY K.

Mid-Market (51-1000 emp.)

4.5/5

"User-Friendly Tool for SOX Control and Managing Audits and Risk Assessments in One Place"

What do you dislike about Optro?

Giving access to users from only possible from the Bulk import.

MO

Matthew O.

4.0/5

"Streamlines Audits with Continuous Improvement"

What do you dislike about Optro?

Some functionality is in early stages and makes it difficult to use, including things like resource planner and some of the newer proposed functionali

 ![Abhinav Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Abhinav Y.")
AY

Abhinav Y.

1/16/2026

"Streamlines Audit and Compliance with Ease"

4.5/5

What do you like best about Optro?

I really like how AuditBoard brings clarity, structure, and efficiency to complex audit and compliance processes. The centralized dashboard and intuitive interface make it easy for me to track multiple audits, risks, and issues without feeling overwhelmed. I appreciate features like automated workflows, task assignments, and progress tracking, which help keep everyone accountable and ensure nothing falls through the cracks. The way AuditBoard organizes documentation and evidence is also a huge time-saver, making it simple to attach files, maintain version control, and generate consistent reports for leadership or external auditors. The collaboration tools are great for seamlessly working with different teams, gathering inputs, and resolving issues quickly. Additionally, I value the platform's flexibility, allowing me to tailor workflows and reporting to match our organization’s specific needs, which makes day-to-day work smoother and much less stressful. Review collected by and hosted on G2.com.

What do you dislike about Optro?

While I find AuditBoard extremely useful, there are a few areas where I think it could be improved. At times, moving between different modules or dashboards feels a bit clunky, especially when I’m managing multiple audits or dealing with large amounts of data. Some of the reporting features, although powerful, could be more intuitive creating highly customized reports often takes extra steps or manual tweaks. I’ve also noticed that for new team members who aren’t familiar with audit software, the learning curve can be a bit steep, making onboarding longer than I’d like. Additionally, while notifications and reminders are helpful, having more control over them would prevent information overload. Overall, AuditBoard works really well, but improving navigation, report flexibility, and user guidance would make the experience even smoother. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

I use AuditBoard to centralize audit, risk, and compliance activities, solving organization, visibility, and efficiency challenges. It consolidates data and workflows, strengthens accountability, and standardizes documentation, reducing manual effort and ensuring smooth, reliable processes. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

 ![Nikita J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nikita J.")
NJ

Nikita J.

Programmer

Information Technology and Services

Enterprise (\> 1000 emp.)

1/24/2026

"AuditBoard Streamlines Audit & Risk Management with Centralized, Time-Saving Workflows"

4/5

What do you like best about Optro?

Auditboard makes audit and risk management much more organized and transparent. I like how everything is centralized in one place,which improves collaboration, tracking,and reporting. The dashboard and workflow automation save time and reduce manual effort. Review collected by and hosted on G2.com.

What do you dislike about Optro?

Some features have a learning curve, especially for new users. Performance can occasionally feel show,and certain configuration or reports could be more flexible and custamizable. Better in-app guidance would also help. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

AuditBoard helps solve issues around fragments audit, risk and compliance process by bringing everything into a single platform. It improves visibility, standardizes workflows,and reduces manual tracking in spreadsheets. This helps me save time,stay compliant,and collaborate more effectively across teams. Review collected by and hosted on G2.com.

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Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite

MP

Michael P.

Vice President, Internal Audit

Enterprise (\> 1000 emp.)

6/19/2020

"Great solution!"

5/5

What do you like best about Optro?

Simple single source of information that syncs throughout the documentation. You can enter the information at the control level which will then appear throughout testing. The drag and drop ability makes attaching documents very easy to manage, especially when dealing with multiple control owners. The support team at AuditBoard is very attentive and there for us whenever we need them, and we use them significantly for mass uploading of information. They also are very open to suggestions when we offer solutions to some of the hurdles that we are facing. Review collected by and hosted on G2.com.

What do you dislike about Optro?

The Narrative templates are not quite designed to be effective for editing/distribution and printing. We have found it more effective to use Word and attach the document in SOXHUB, but that removes the hashtag ability to pull information in from the control details. Review collected by and hosted on G2.com.

Recommendations to others considering Optro:

I would highly recommend AuditBoard for any size audit function. I have used other software in the past and they seem to be primarily geared to larger audit functions that are internationally based. AuditBoard (SOXHUB) can handle that wide range but also easy enough to use for a smaller audit function. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

The business documentation requests (PBCs) are facilitated much easier which includes tracking and reminders. The various frameworks are integrated to ensure coverage, such as COSO and COBIT as well as for risk management. The workflow for testing and review is very efficient allowing us to stay on track and know exactly what the status is for all cycles that we are testing. We also use the archiving capability often since our controls are changing year over year and we need to refer back to the prior year for guidance. Review collected by and hosted on G2.com.

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10/22/2025
Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Keather W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Keather W.")
KW

Keather W.

Internal Audit Manager

Enterprise (\> 1000 emp.)

10/18/2023

"AuditBoard: Best in Class for Risk Management"

4.5/5

What do you like best about Optro?

I have been using AuditBoard for about five years now and I truly love it. As a risk and controls professional, I find the usability of AuditBoard to be fantastic. The thought and innovation that AuditBoard brings to its software and at their conferences are best in class, making it a no-brainer choice for us. The connected risk environment that it offers stood out during our RFP process, especially when compared to other big competitors like Workiva and AutoFort. The AI feature integrated within the platform helps drive the wording of our controls within our risk control matrix, removing much of the manual work and allowing us to focus on more critical or risky areas. AuditBoard also helps with the transparency of our risks, maintaining the general status of our controls, and keeping the three lines of defense connected. Additionally, the seamless integration with Microsoft Office is invaluable, making it effortless to update Word and Excel with audit and supporting documentation. I highly appreciate the ongoing relationship with our customer success manager and the sales team, which strengthens our collaboration beyond just the initial sales process. Review collected by and hosted on G2.com.

What do you dislike about Optro?

I feel like AuditBoard is growing a little too fast, and as a result, the service ticket process is becoming more AI-generated rather than involving human interaction. While AI can make responses quicker, they aren't as effective or helpful. This shift can impact the quality of support I receive when I need assistance. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

AuditBoard improves risk transparency and connectivity among our defense lines, streamlining controls with AI to reduce manual work, allowing focus on critical risk areas. Review collected by and hosted on G2.com.

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Response from Yoselyn Rea of Optro

[Editedit](https://www.g2.com/survey_responses/optro-review-8741891/official_response/edit)

Thank you for taking the time to leave a review, Keather! 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 automate manual tasks. We’re actively working on new features, and your feedback will help inform those!

10/22/2025
Current UserValidated ReviewerSource: Seller invite

 ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking")
UB

Verified User in Banking

Enterprise (\> 1000 emp.)

7/28/2026

"Smooth Workflow Functionality That Just Works"

4/5

What do you like best about Optro?

Smooth functionality between various workflows Review collected by and hosted on G2.com.

What do you dislike about Optro?

The only thing I dislike is not having an internal Admin that can help me get more out of Optro :) I have to wait in line to get any customizations done. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

Optro AI is helping my team thoroughly craft testing descriptions. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising")
UM

Verified User in Marketing and Advertising

Enterprise (\> 1000 emp.)

7/21/2026

"User-Friendly Connected Platform with Helpful AI Features"

4/5

What do you like best about Optro?

User friendly UI with performance of SaaS. Connected platform for risk and control functions in the organization. AI features are helpful. Review collected by and hosted on G2.com.

What do you dislike about Optro?

Dashboarding can be a little challenging based on need since the tool is limited by the underlying provider for reporting features. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

Helps with control automation and risk management Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

TN

Thi N.

Director, internal audit

Mid-Market (51-1000 emp.)

10/22/2025

"Great for Audit Automation, But Needs Better Risk Assessment Integration"

5/5

What do you like best about Optro?

I really appreciate how I can automate reviews and help streamline the execution of our audits. Review collected by and hosted on G2.com.

What do you dislike about Optro?

I find it frustrating that the platform does not make it easy to conduct annual internal audit risk assessments. It fails to incorporate our previous year's residual risk inputs, which makes it difficult to compare them with current results. Additionally, it does not clearly integrate the issues identified during risk assessments and completed internal audits. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

This platform helps us conduct our audits more effectively and efficiently by centralising everything in one place. It enables us to automate our workflow, so we receive notifications when something is ready for review and can quickly send it back to the repairer. By using this system, we reduce the need for internal notifications through other channels. It also allows us to collaborate and work together in real time with minimal latency. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Shahid H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shahid H.")
SH

Shahid H.

12/15/2025

"Intuitive Design and Centralized SOX Management"

5/5

What do you like best about Optro?

I love how AuditBoard has a very intuitive design for end-users, making it easy to navigate. It's modern and pleasing to use, not looking 'clunky' at all. I also found the initial setup to be pretty easy. Review collected by and hosted on G2.com.

What do you dislike about Optro?

There are a few improvements that various team members have suggested. The 'views' in the new reporting platform should have better management, like allowing folders or subsections for various teams so the list doesn't look very cluttered. Also, there should be better visibility of who created a view, when, and why (notes). Additionally, when users navigate to a view and take a deeper dive, going back to the previous screen resets everything and the user has to start over again. Additionally, when drilling down in source data, there should be links to go to an object (control or issues or task, etc.). For Risk Oversight, there could be more improvements for entity level risk assessments. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

AuditBoard provides a central location for SOX compliance and risk management data. It's intuitive and modern, making navigation easy and pleasant. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Jacob P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jacob P.")
JP

Jacob P.

Senior Associate

Small-Business (50 or fewer emp.)

3/2/2026

"Streamlined Audit Efficiency with User-Friendly Setup"

5/5

What do you like best about Optro?

I like using AuditBoard because it is easy to use and simple to set up and navigate. As an external auditor, I appreciate that I don't need to waste unnecessary hours tracking items down, as the dashboard streamlines efficiency for me. It allows the engagement team to log the status of request items during audit periods, which is very beneficial. Review collected by and hosted on G2.com.

What do you dislike about Optro?

At first, it was the access that I was granted. However, once the admin adjusted my credentials and permissions, I was able to utilize the tool more efficiently. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

AuditBoard allows my engagement team to log the status of request items, streamlining efficiency so I don't waste unnecessary hours tracking items down. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

EK

Emily K.

12/10/2025

"Intuitive and Comprehensive Audit Management"

5/5

What do you like best about Optro?

I love how user-friendly AuditBoard is. As one of the administrators, I find it really easy to go in and add or remove fields and create new audit templates for different projects like continuous monitoring and regulatory reviews. AuditBoard also solves consistency problems for us, ensuring that all audits are completed in a consistent manner. The AI capabilities have been a real boon, helping our teams with consistent report and issues drafting. Overall, I love AuditBoard and recommend it to anyone that I hear is looking for a new tool. Review collected by and hosted on G2.com.

What do you dislike about Optro?

In exploring annotate it would be helpful to have review notes linked within the documents that are being reviewed. Additionally, since we don't use the workstream platform, we would look for more easy use ways to connect our outside partners (e.g., Archer, ServiceNow) into our platform and the way we use it. I think it would be helpful to have some self-create dashboards in the platform as well, not just the canned dashboards. Review collected by and hosted on G2.com.

What problems is Optro solving and how is that benefiting you?

AuditBoard solves consistency problems in audits and is user-friendly. It helps ensure all audits are completed uniformly and provides guardrails for audits. It also facilitates consistent report and issues drafting, and I love how easy it is to manage and enhance audit templates. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: Seller invite

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