# 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:** 1,595 ## 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 find Optro's **ease of use** enhances their experience, making audit functions simple and efficient. (243 reviews) - Users value the **efficiencies** of Optro's audit management, enhancing their ease and accuracy in audit processes. (150 reviews) - Users commend the **intuitive interface** of AuditBoard, enhancing their experience when configured properly. (113 reviews) - Users love the **easy-to-use modules** of Optro, appreciating the seamless linkages and well-built design. (100 reviews) - Users appreciate the **audit efficiency** of Optro, benefiting from seamless connections between workpapers and supporting evidence. (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 Optro has **limited functionality** , lacking consistent access to analytics fields and project creation capabilities. (71 reviews) - Users express frustration with the **improvement needed** for conducting risk assessments and lack of support materials in Optro. (63 reviews) - Users find the **limited customization** of Optro challenging, especially in dashboard creation and managing roles. (54 reviews) - Users find the **interface not intuitive** , leading to confusion and difficulty in adapting to new features. (54 reviews) - Users express frustration over the **limited formatting options** in Optro, affecting documentation and organization of information. (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) - Missing Features (39 reviews) ## Optro Reviews ### 1. Great UI and API, But Customization Falls Short **Rating:** 5.0/5.0 stars **Reviewed by:** Ciela B. | Internal Audit Automation Senior Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The user interface and API connection is nice as I can create my own powerbi dashboard **What do you dislike about Optro?** Not as customizable like work stream cadence of emails **What problems is Optro solving and how is that benefiting you?** This serves as the repository for our controls, audits, and issues. It provides a space for testers to document their testing activities and results, while also functioning as a workflow tool. ### 2. Innovative AI Integration, But Dashboard Needs Refinement **Rating:** 5.0/5.0 stars **Reviewed by:** Juan S. | Enterprise Risk & Compliance Management Program Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** How much AB has invested into making the Compliance and Assurance testing world more seamlessly and integrated and now with the introduction of AI apps making things more integrated and faster it will transform how companies will think of audit and testing **What do you dislike about Optro?** Right now the new dashboard needs more refinement in the backend to all of the many different data source AB uses **What problems is Optro solving and how is that benefiting you?** It’s helping us speed up the process of auditing and testing by providing one central location for all evidence and collections without the broken outdated formulas in a Google Sheet ### 3. Innovative Features and Updates, But Steep Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The product stands out for its forward-thinking approach, with ongoing updates and impressive stakeholder management. The dynamic reporting features also contribute to its overall excellence. **What do you dislike about Optro?** It is challenging to link several modules together into a cohesive program for managing the various areas of GRC within our organization. Additionally, the tool has a rather steep learning curve, making it difficult to get started. **What problems is Optro solving and how is that benefiting you?** We use this tool to document our processes, procedures, and risk management strategies. It helps us keep everything organized and accessible, making it easier to maintain consistency and manage risks effectively. ### 4. User-Friendly Audit Platform, But New Features Can Be Overwhelming **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** The platform was clearly designed with audit methodology and workflow in mind, making it very user-friendly. I appreciate that control testing and operational audits are separated into distinct modules, reflecting the different ways they are conducted. Additionally, I find it helpful that the workstream function can be used throughout the platform to manage workflows efficiently. **What do you dislike about Optro?** I appreciate the company's dedication to consistently introducing new features and products. However, I find that some of these additions do not contribute much value and instead lead to more confusion. I would suggest that management take more time to assess the usefulness of new features and products before launching them. **What problems is Optro solving and how is that benefiting you?** AuditBoard has significantly enhanced our audit efficiency, simplified the workflow between process owners and the audit team, and made document retention much more manageable. ### 5. Continues to be a leader in GRC software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Games | Enterprise (> 1000 emp.) **Reviewed Date:** October 03, 2019 **What do you like best about Optro?** We have used AuditBoard for a number of years and find the system to address most of our needs. We receive great support and account management services and the team have always been able to deliver our asks. I appreciate their dedication to training both for the system and in the wider audit CPE world. **What do you dislike about Optro?** AuditBoard is constantly evolving and keeping up can be a challenge. The introduction of tiered availability for new features has added complexity. **What problems is Optro solving and how is that benefiting you?** SOX compliance, Ops Audits, Issues Management, Certifications, External Auditor access, Statutory controls compliance, Risk Management, Dashboarding ### 6. AuditBoard Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Naqeeb A. | Strategy & Operations, Analyst (Internal Audit), Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Optro?** It's a one stop shop for all audit related stuff and the ability to request information directly through the application eliminates a lot of work. **What do you dislike about Optro?** The ability to not ably to configure project configurations pages **What problems is Optro solving and how is that benefiting you?** It's helping us look in exploring opportunities to automate SOX testing as the amount of assessments has increased significantly. ### 7. New to AuditBoard but a big fan **Rating:** 4.5/5.0 stars **Reviewed by:** brandon p. | Director of SOX Compliance, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Optro?** I like how auditboard connects all the things I care about in one platform. It makes managing Risk, SOX, and Internal Audit so much easier than using multiple platforms. **What do you dislike about Optro?** In order to fully utilize the tool it takes time to learn it and set it up properly. **What problems is Optro solving and how is that benefiting you?** Auditboard is helping us stay organized in all of our Audit activities. We can easily plan, test, compile and summarize all our work very easily and all in one place. The built in pre-defined power bi dashboards are well thought out and extremely useful. ### 8. 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. ### 9. 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 ### 10. 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. ### 11. AuditBoard is a great controls option for companies big and small **Rating:** 4.0/5.0 stars **Reviewed by:** Brandi K. | Senior Technical Advisor, Controls, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** AuditBoard is user friendly, quick to implement, and intuitive. AuditBoard is focused on helping teams work smarter and faster and brings innovative ideas to the platform that are inline with industry trends. **What do you dislike about Optro?** AuditBoard is not easily customized and the pricing/contract structure is confusing. Also, AuditBoard pushes self-service model so it is frustruating that I cannot just pickup the phone and talk to customer service member (you must submit a ticket) **What problems is Optro solving and how is that benefiting you?** Getting our controls and testing out of spreadsheets and into a tool that provides source of truth and reporting. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review, Brandi! 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 a source of truth and reporting. We’re actively working on new features, and your feedback will help inform those! ### 12. 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. ### 13. 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 ### 14. Streamlines SOX Management, But Needs More AI Features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Semiconductors | Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** As an Audit Manager, the ability to tie narratives, controls, testing and remediation all in one system means less time chasing spreadsheets and more time focusing on judgment-based work. The setup required thoughtful planning, but once established, it supports scalable SOX programmes across multi-entity/process landscapes. **What do you dislike about Optro?** Limited AI powered features at the moment **What problems is Optro solving and how is that benefiting you?** AuditBoard has helped us streamline our SOX and internal audit processes by centralising workflows, testing, and improving visibility. It’s made collaboration with process owners smoother and freed up time for more value-add audit work ### 15. Excellent Visual Dashboards, But Bulk Upload Needs Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Dan W. | Risk Review Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** I really like the visualizations in the dashboard functions, it makes it very easy to tailor the data for the intended audience and provide high level oversight for leadership. **What do you dislike about Optro?** Bulk uploading work steps, I wish that there were more fields to populate when performing a bulk upload as opposed to creating records then manually making updates. **What problems is Optro solving and how is that benefiting you?** the features that allow automation and integration has been really nice and looking forward to continuing to implement to create more time to focus on higher value work. ### 16. 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. ### 17. 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. ### 18. 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. ### 19. 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. ### 20. 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. ### 21. 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! ### 22. 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. ### 23. 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 ### 24. 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 ### 25. AuditBoard Operating **Rating:** 3.5/5.0 stars **Reviewed by:** Jen H. | Internal Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Optro?** What I appreciate is that it doesn't require any coding expertise, making it a relatively easy platform to navigate. **What do you dislike about Optro?** It is necessary to create individual accounts for each user before you can assign them as risk owners. **What problems is Optro solving and how is that benefiting you?** Timekeeping for projects and tracking issues for our operating audits. ### 26. 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. ### 27. 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 ### 28. 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! ### 29. 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. ### 30. 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. ### 31. OpsAudit Simplifies Audits, But Too Many Modules Can Be Confusing **Rating:** 4.0/5.0 stars **Reviewed by:** Ken M. | Sr Mgr Internal Audit, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** The OpsAudit module helps us maintain consistent documentation and more easily access historical audit records than our previous software. **What do you dislike about Optro?** Although the variety of modules gives us lots of flexibility, having so many various modules makes it confusing about what functionality we have. It would be far simpler if some functionality was just inherent in the app. **What problems is Optro solving and how is that benefiting you?** AuditBoard helps us more easily manage a global team who is frequently on the road. ### 32. 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. ### 33. 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! ### 34. Auditboard **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2024 **What do you like best about Optro?** I like the integrated framework that allows our risk ecosystem to flourish. I think that the dashboarding capabilities makes it usable for all skill levels. **What do you dislike about Optro?** The learning catalog can be confusing to navigate. Also if you don’t have all of the modules it limits the integration and what is possible. **What problems is Optro solving and how is that benefiting you?** Having all functions in a central tool allows for cross function collaboration. This allows our company to meet our company requirements ### 35. 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! ### 36. 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. ### 37. Simple Interface, But Features Are Hard to Find **Rating:** 3.5/5.0 stars **Reviewed by:** Carlos B. | Finance Leadership Program - Internal Audit, Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2025 **What do you like best about Optro?** I like that auditboard has a simple view and opens additional tabs without having to go back **What do you dislike about Optro?** I feel like there are so many hidden buttons **What problems is Optro solving and how is that benefiting you?** I help manage audits and dashbaords ### 38. 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. ### 39. Intuitive and Customizable, But Platform Can Be Slow **Rating:** 4.0/5.0 stars **Reviewed by:** Joshua L. | Manager - Cyber Risk, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The product is intuitive and offers a good level of customization. I also appreciate that the company values customer feedback and incorporates it into their roadmap. **What do you dislike about Optro?** There are many different modules available, but the platform can sometimes be slow. **What problems is Optro solving and how is that benefiting you?** Enterprise risk insights, cross-team collaboration, and reporting are all valuable in helping us meet the needs of our leadership. These aspects contribute significantly to fulfilling what our leaders require. ### 40. Comprehensive GRC Platform, But Support Could Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Jose R. | Security Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** It is a comprehensive platform for my company's GRC needs, providing a dependable way to manage all our internal processes in a single, unified space. **What do you dislike about Optro?** Our team needs support to deepen our knowledge and understanding of the tool. We have struggled to bring everyone together, but I have collected the necessary information to reach out to our CSM and arrange some sessions. **What problems is Optro solving and how is that benefiting you?** Solutions for compliance, risk, and governance. ### 41. Great Module Integration, but Implementation Can Be Challenging **Rating:** 3.5/5.0 stars **Reviewed by:** Amy D. | Senior Risk Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Optro?** The way modules are connected within our organization is an important aspect to consider. **What do you dislike about Optro?** I have experienced challenges with the implementation process. **What problems is Optro solving and how is that benefiting you?** The RCSA process has been developed. ### 42. Innovative and Forward-Thinking, But Needs Better Alignment with Current Practices **Rating:** 3.0/5.0 stars **Reviewed by:** Alexis P. | Senior Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Optro?** How innovative they are and continue to be. **What do you dislike about Optro?** Some of the functionalities are not aligned with current practice. **What problems is Optro solving and how is that benefiting you?** Document repository for operational audits and SOX. ### 43. AuditBoard is great for automation and user accessibility. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** September 15, 2023 **What do you like best about Optro?** I appreciate the automation that AuditBoard offers, along with its user-friendly features, as these help bridge the technology gap with our stakeholders. **What do you dislike about Optro?** In addition to the confusing access permissions, the dashboards aren't easy to customize or adapt to our specific needs. **What problems is Optro solving and how is that benefiting you?** This solution addresses our need for automation by eliminating manual tasks that are central to our business operations. It also meets our requirements for a central repository, supporting both our control documentation and testing processes. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team with automation. We’re actively working on new features, and your feedback will help inform those! ### 44. 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 ### 45. 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. ### 46. 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! ### 47. 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. ### 48. AB has been very valuable to our org. Streamlining processes and over time eliminating duplicity. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Optro?** User friendly. The training teams are invaluable **What do you dislike about Optro?** A couple things that stick out is when adding work papers, you have to add them in a specific order to show up according to your narrative. Haven't found a way to rearrange. Another area would be deleting work papers and having to 'check out first before deleting. **What problems is Optro solving and how is that benefiting you?** Streamlining collaboration with the business. **Official Response from Yoselyn Rea:** > Thank you for taking the time to leave a review! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we’re so glad it’s helping you and your team streamline processes. We’re actively working on new features, and your feedback will help inform those! With respect to your comment on work papers, we will be sure to pass this along to our product team for consideration in future updates. ### 49. 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. ### 50. SOX Controls Made Easier **Rating:** 4.0/5.0 stars **Reviewed by:** Nick N. | Senior Internal Auditor, Enterprise (> 1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Optro?** I like how easy AuditBoard makes it to document and test SOX controls. Once you learn the system, linking information is simple and intuitive. The platform also offers a vast library of resources, including trainings, guides, and recorded learning sessions, making it easy to find answers or get closer to a solution with a little research. What truly stands out, though, is the community AuditBoard has built. The platform fosters knowledge-sharing on a level I’ve never experienced before—connecting me with auditors across the globe to troubleshoot solutions and discuss best practices. I’ve interacted with and learned from more auditors through AuditBoard than I ever could have through my local CPA chapter, which speaks volumes about its reach and impact. I also like the fact so many of AuditBoard's employees come from the audit industry. They know what I am looking for or to do, and they actually come out with a lot of enhancements based on their experiences auditing. **What do you dislike about Optro?** AuditBoard does not do the best with letting clients know about issues happening within their system that are impacting users and sometimes we only find out after we submit a service desk ticket in. Examples include times when we could not download our testing documents and this was a known issue affecting multiple customers, yet we did not learn that this issue was being worked on until after a ticket was submitted. Customer support does do well with working with you once a ticket is submitted which is a positive, I just think they could be more proactive. **What problems is Optro solving and how is that benefiting you?** It is the repository for all of our working papers. It's our one stop solution to the current year and all prior year work papers becuase you can access it all through the site. ## Optro Discussions - [Is there any possibility of reviewing the work papers within tool rather than downloading them.](https://www.g2.com/discussions/12286-is-there-any-possibility-of-reviewing-the-work-papers-within-tool-rather-than-downloading-them) - 2 comments, 1 upvote - [What is audit management software?](https://www.g2.com/discussions/what-is-audit-management-software) - 1 comment - [What is Soxhub?](https://www.g2.com/discussions/what-is-soxhub) - 1 comment - [What is AuditBoard used for?](https://www.g2.com/discussions/what-is-auditboard-used-for) - 1 comment - [View Optro pricing details and edition comparison](https://www.g2.com/products/optro/reviews?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-06-10+01%3A54%3A31+-0500&secure%5Bsession_id%5D=6157a8d1-6c0b-4ceb-9ebb-a4c4bde7c93f&secure%5Btoken%5D=3db69e531730131667a8995c8e26bf283b3bddcb6f3c5e95d80a251f0f70d2a2&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) - [Jira](https://www.g2.com/products/jira/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) - [SAP ECC](https://www.g2.com/products/sap-ecc/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 (188 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) - 4.1/5.0 (116 reviews)