--- title: Optro Reviews meta_title: 'Optro Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1605 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: 1605 scale: '5' date_modified: '2026-07-23' 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:** 1,605 ## 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, Organized, and Reliable—Optro Makes Testing Documentation Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Mariah K. | Senior Auditor - Audit Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2026 **What do you like best about Optro?** I enjoy that it's user-friendly. The application is very organized & easy to navigate. It's been simple to teach to new users as well. I used to work in organizations where we documented all testing in Excel, so now using Optro has shown a big difference. The speed & reliability of the application is great as well. I've never really experienced any issues with work saving down or fast enough. **What do you dislike about Optro?** A room of improvement that I would suggest is to be able to pin certain control processes, for easier accessability. **What problems is Optro solving and how is that benefiting you?** It's improving the efficiency of our team. It helps to not be dependent on Excel or manually documenting, uploading, & keeping track of everything that we are testing. It also helps for issue remediations, so that we can keep it more organized & it's easy to stay on a timeline to submit by our deadlines. ### 2. Optro, the great ally in Risk Management, Controls, and Audits **Rating:** 5.0/5.0 stars **Reviewed by:** Marco Polo M. | Gerente de Proyectos Direccion Auditoria Interna, Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about Optro?** Auditboard is a tool for managing everything related to the application of audits, findings, auditable entities, among other strong features that the tool possesses. However, a very strong point is its great capacity for customization of Dashboard-type indicators, thanks to the tool it natively includes, Power BI. The possibilities with this integration are only limited by imagination. Any metric and Dashboard can be achieved, which will be natively integrated into the platform. **What do you dislike about Optro?** An area of opportunity that can be improved is increasing the possibilities in managing user information, being able to fully construct the personnel hierarchies, something that is addressed through Power BI, but it can undoubtedly be much better naturally. **What problems is Optro solving and how is that benefiting you?** With Auditboard, we solve the problem of working under a single methodology, as well as managing results, findings, and action plans. We also unify the Dashboard-type Indicators, which will always be ready and updated. ### 3. Overall a great user experience and easy to administer **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2024 **What do you like best 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 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. **What do you dislike about Optro?** 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. **What problems is Optro solving and how is that benefiting you?** Maintaining an inventory of SOX controls that can be actively maintained. Updates to those controls can be controlled and ownership can be assigned to control / process owners in the system itself. Dashboards / deficiency reporting is logged and standard built into the tool. **Official Response from Yoselyn Rea:** > Thank you for sharing your feedback on AuditBoard! We're thrilled to hear that you find our SOXHUB module user-friendly and effective for generating risk and controls matrices. We appreciate your insights on areas such as control hierarchy and team permissioning, we will be sure to pass this along to our product team for consideration in future updates. ### 4. User-Friendly AuditBoard with All the Features We Need **Rating:** 5.0/5.0 stars **Reviewed by:** Harry K. | SOX Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Optro?** I use AuditBoard from Optro. The software is user-friendly and includes all the features needed for audit work. **What do you dislike about Optro?** 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. **What problems is Optro solving and how is that benefiting you?** Optro helps us manage our SOX audit program within the company. The workflow within the audit board is straightforward and easy to use, which makes it simpler to keep everything organized. ### 5. Intuitive, feature-rich and industry-leading **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy G. | Revenue Cycle Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Optro?** I love the collaboration tools such as tags. The support and collaboration with the Customer Success Managers really helps us achieve our strategic goals. The new reporting dashboards are so flexible and allow us more control in our reporting. **What do you dislike about Optro?** In the past, I mentioned that there aren't calculated fields in dashboards but now there are! My only issue I'd like to see is more depending filters where the dropdowns are filtered based on another selection. There is some control but not in all dropdowns. **What problems is Optro solving and how is that benefiting you?** Collaboration. Access to industry expertise. Excellent reporting. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Tracy! 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 collaborate. We’re actively working on new features, and your feedback will help inform those! ### 6. A tool for modern audit shops to manage SOX and operational audits **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Optro?** Optro has finally added the AI-enabled testing capability to its platform with its acquisition of Midship. (After the integration) It should finally be able to compete with all the AI startups that have sprung up in the last 6 - 12 months. **What do you dislike about Optro?** Its interface has not been updated for the last few years and it has become stale. It has very limited reporting capability. **What problems is Optro solving and how is that benefiting you?** SOX compliance is very documentation intensive and it involves a lot of people within the company as well as outside (contractors and external auditors alike). Having one tool to house all control documentation and audit evidence that can be accessed anywhere and by any authorized users with the proper version controls are facilitated by using AuditBoard. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave your feedback. AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s providing a centralized location for all SOX documents and controls for you and your team. We’re actively working on new features, and your feedback will help inform those! With respect to your comment on risk assessment functionality, we will be sure to pass this along to our product team for consideration in future updates. ### 7. A Versatile One-Stop Shop for Risk, Control Tracking, and Collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2026 **What do you like best about Optro?** I like how its a one stop shop and it can be used for different things and purposes and overall risk and control tracking and testing and work paper uploading and collaboration **What do you dislike about Optro?** I think the UI is not the best and it feels very crowded and overwhelming and there is a lot going on on all the pages **What problems is Optro solving and how is that benefiting you?** I would say it allowing me to work toigether with my organizaiotn and my team and we are able to deliver high quality audits with all the paperwork on the there and it makes it easy for me team to review and address and tackle things ### 8. Optro’s All-in-One GRC Platform with Seamless Module Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Optro?** Optro provides an all in one package solution for our GRC requirements providing a centralised platform to house our risks and controls as well as perform testing over these. The interactions between the modules is extremely helpful and ensures that updates to one area are updated throughout the platform **What do you dislike about Optro?** Optro is on the more expensive side and adding on additional modules to obtain the full functionality can increase the costs. Some of the user functionality could still be improved, although we typically found it was ahead of all of their competitors **What problems is Optro solving and how is that benefiting you?** Optro provides a central platform for us to document and manage all of our risks and controls which was previously being documented in many overly large excel documents ### 9. User-Friendly Audit and SOX Software with Strong Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Optro?** I like Optro's user-friendliness and the good and available support staff. It saves time for users since any questions can be answered quickly by Optro staff, who can also help us with harder questions like reporting and survey setup. The initial setup was easy, although it did require SMEs from the team to assist with deployment. We switched to Optro primarily because of its user-friendliness compared to what we used before. **What do you dislike about Optro?** I find the forms for SOX kind of cumbersome, and I think the native reporting, visualizations, and surveys feel a bit 2000's. They are not very advanced, although they are okay for a SaaS. **What problems is Optro solving and how is that benefiting you?** I use Optro as our primary audit and SOX software. It handles workflow and testing, saving us time, with support staff ready to assist quickly on complex issues. ### 10. Great Audit Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Prasanna S. | Sr Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best 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 would like to have a little more features with Likert in MS Forms would have been helpful **What do you dislike about Optro?** Having better design and user friendly features in Workstream for surveys would be great. **What problems is Optro solving and how is that benefiting you?** Being able to have different modules for SOX and OpsAudit ## 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/optro-review-7991800?section=pricing&secure%5Bexpires_at%5D=2026-07-23+13%3A17%3A16+-0500&secure%5Bsession_id%5D=bce473c0-cfbb-4aef-863b-67323f776405&secure%5Btoken%5D=0d8581972e20e5ab8a47599b12a8ce9ce933adbf85b32b777e1d4c7f2ace5e7a&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) - [Slack](https://www.g2.com/products/slack/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 (121 reviews)