# 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:** 1,593 ## 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, enhancing efficiency and consistency in audit processes. (384 reviews) - Users value the **streamlined audit processes** of Optro, facilitating connections between workpapers and supporting evidence effectively. (237 reviews) - Users find AuditBoard **extremely intuitive** , appreciating its ease of use and helpful online tutorials for quick onboarding. (157 reviews) - Users value the **user-friendly interface** of Optro, which simplifies managing audits and compliance processes effectively. (151 reviews) - Users value the **audit efficiency** of Optro, seamlessly linking workpapers and tests for streamlined processes. (138 reviews) - Efficiency (120 reviews) - Helpful (106 reviews) - Risk Management (103 reviews) - Organization (100 reviews) - Evidence Management (87 reviews) **What users dislike:** - Users find the **limited functionality** of Optro restrictive, affecting access to essential analytics and features. (122 reviews) - Users feel that more **user guides and videos** for the dashboard are necessary to enhance their experience. (100 reviews) - Users find the **limitations in functionality** somewhat restrictive, hindering their overall efficiency and experience. (96 reviews) - Users find **limited features** in Optro, hindering easy solutions and accessibility for data analytics and project management. (81 reviews) - Users find the **limited customization** options frustrating, impacting flexibility and integration with their internal processes. (79 reviews) - Missing Features (72 reviews) - Not Intuitive (72 reviews) - Difficulty (64 reviews) - Lack of Guidance (60 reviews) - Learning Curve (55 reviews) ## Optro Reviews ### 1. Marketplace discovery that stopped feeling like a treasure hunt **Rating:** 4.5/5.0 stars **Reviewed by:** Marta S. | IT Procurement Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 23, 2026 **What do you like best about Optro?** The way Optro surfaces relevant tools and integrations based on actual workflow context rather than generic category browsing has changed how our team approaches finding new solutions. Instead of spending hours evaluating options that turn out to be irrelevant we are landing on genuinely useful tools much faster than before. The curated quality of what gets surfaced has also meant that the tools we discover through Optro tend to be production ready rather than half finished products that look good in a screenshot. **What do you dislike about Optro?** The coverage of niche industry specific tools is still developing and we occasionally hit gaps where a category we need is underrepresented. **What problems is Optro solving and how is that benefiting you?** Tool discovery and evaluation was an unstructured process in our organisation that consumed significant time without a reliable framework for making decisions. Different teams were independently evaluating overlapping tools and nobody had visibility into what others had already assessed or were currently using. Optro gave us a centralised discovery layer that has reduced duplicated evaluation effort across departments and created more consistency in the tools our teams ultimately adopt which has simplified our IT governance conversations considerably. ### 2. All-in-One Compliance Management That Saves Time and Reduces Errors **Rating:** 4.0/5.0 stars **Reviewed by:** Carlos C. | Head of Projects & Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about Optro?** The platform’s ability to manage compliance and track findings in one place saves significant time and reduces the chances of errors **What do you dislike about Optro?** customisation options are somewhat limited when compared to other platforms **What problems is Optro solving and how is that benefiting you?** I use AuditBoard in a professional corporate environment to support internal audit, risk management, and compliance activities. My day-to-day use of AuditBoard includes managing audit plans, documenting control testing, tracking issues and remediation actions, and collaborating with different stakeholders through centralized workflows. Specifically, I work with Audit planning and execution modules and risk and control documentation AuditBoard is used as part of ongoing internal audit and governance processes within the organization, supporting compliance and risk oversight. This is firsthand, professional use, not a trial or academic evaluation. ### 3. User-Friendly Tool for SOX Control and Managing Audits and Risk Assessments in One Place **Rating:** 4.5/5.0 stars **Reviewed by:** VIDYASAGARREDDY K. | SOX ITGC Internal Auditor, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2026 **What do you like best about Optro?** I find AuditBoard to be a very simple and user-friendly application. The dashboard is particularly helpful as it allows me to see all project statuses in one place, like submitted, certify, and completed statuses for tests. It's great for managing SOX Control testing and risk registers because I can create tests and easily track details through the dashboard. The initial setup was smooth, thanks to the AuditBoard learning resources, which made it easy to complete tasks like bulk import and document upload. **What do you dislike about Optro?** Giving access to users from only possible from the Bulk import. **What problems is Optro solving and how is that benefiting you?** I use AuditBoard for managing SOX Control Testing and Risk Register, creating tests, and tracking them on a dashboard. It solves issues with risk assessments and consolidates test tracking, unlike our previous tool. ### 4. Intuitive Platform That Streamlines Audits and Boosts Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Sara T. | Internal Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 26, 2025 **What do you like best about Optro?** What I like best about AuditBoard is how intuitive and user-friendly the platform is. It brings our SOX and operational audits together in one place, which makes collaboration across teams seamless. The automation features save a lot of time by reducing manual work, and the real-time dashboards give great visibility into audit progress and status. Overall, it helps streamline the entire audit process and improves efficiency. **What do you dislike about Optro?** Because AuditBoard is such a robust tool, there can be a learning curve for new users to leverage all its features fully. That said, AuditBoard is continuously improving and releasing updates, which helps to address these challenges over time. **What problems is Optro solving and how is that benefiting you?** AuditBoard solves several key challenges for our audit team. First, it centralizes SOX compliance and operational audits into one platform, eliminating the need for multiple disconnected tools. This improves collaboration and reduces version-control issues. Second, it automates repetitive tasks like PBC requests and testing workflows, which saves significant time and reduces human error. Third, the real-time dashboards and reporting provide visibility into audit progress and risk exposure, making it easier to communicate with stakeholders and leadership. Overall, these benefits allow us to work more efficiently, focus on higher-value activities, and deliver insights faster. ### 5. User-Friendly SOCs Compliance, Needs Adaptive AI **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda Y. | Head of SOX, Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Optro?** I really like Optro for its ease of use when handling SOCs compliance tasks, which makes the process less daunting. It's a very user-friendly platform, which is great because it cuts down our work time significantly. I appreciate how it connects all our controls, making our operations more streamlined. **What do you dislike about Optro?** I would like the AI to be a little bit more adaptive. **What problems is Optro solving and how is that benefiting you?** I use Optro to house all our documentation and test SOCs controls. It's user-friendly and cuts down on work time, which makes compliance easier for us. ### 6. Helped us run audits in a more structured and trackable way! **Rating:** 4.5/5.0 stars **Reviewed by:** Lina P. | Internal Audit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Optro?** AuditBoard has been helpful for bringing consistency to audit planning and execution. I like that evidence requests testing and follow ups stay organized instead of living in emails and scattered files. The workflows make it easier to assign ownership and track progress across multiple audits at the same time. It also improves visibility for stakeholders because status is clear and we spend less time chasing updates. **What do you dislike about Optro?** Some parts take time to configure the way you want especially when setting up templates.Reporting is good but certain views can feel slower when the dataset grows. **What problems is Optro solving and how is that benefiting you?** Earlier our audit work relied heavily on spreadsheets and manual tracking which made it easy to miss details. AuditBoard centralizes workpapers evidence and documentation so audits are easier to manage and review. This has reduced rework improved accountability and made it easier to stay compliant. It also helps during handoffs because everything is documented clearly. ### 7. Streamlines Audit and Compliance with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Abhinav Y. **Reviewed Date:** January 16, 2026 **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. **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. **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. ### 8. AuditBoard Streamlines Audit & Risk Management with Centralized, Time-Saving Workflows **Rating:** 4.0/5.0 stars **Reviewed by:** Nikita J. | Programmer, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2026 **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. **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. **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. ### 9. Great solution! **Rating:** 5.0/5.0 stars **Reviewed by:** Michael P. | Vice President, Internal Audit, Enterprise (> 1000 emp.) **Reviewed Date:** June 19, 2020 **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. **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. **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. **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. ### 10. AuditBoard: Best in Class for Risk Management **Rating:** 4.5/5.0 stars **Reviewed by:** Keather W. | Internal Audit Manager, Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2023 **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. **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. **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. **Official Response from Yoselyn Rea:** > 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! ## 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-7625475?section=pricing&secure%5Bexpires_at%5D=2026-05-03+22%3A41%3A48+-0500&secure%5Bsession_id%5D=c28a36bb-4a74-4646-948d-3647b4106e21&secure%5Btoken%5D=75adaa5178982b99066b75ab57519b16cd102da4ad158c10670ff2b361c2f946&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 - [Archer](https://www.g2.com/products/archer-technologies-archer/reviews) - 3.6/5.0 (17 reviews) - [LogicGate Risk Cloud](https://www.g2.com/products/logicgate-risk-cloud/reviews) - 4.6/5.0 (183 reviews) - [SAI360](https://www.g2.com/products/sai360/reviews) - 4.1/5.0 (113 reviews)