--- title: "Optro Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Optro the right ERM solution for you? Explore 416 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/148230/SOXHUB/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-28" --- Optro 4.7 (455) [View alternatives](https://www.capterra.com/p/148230/SOXHUB/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 28th, 2026 # Reviews of Optro Ease of use 4.6 Customer Service 4.6 ## Pros and Cons in Reviews TM Tracy M Senior Financial Controls AnalystBanking, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “We've implemented a lot of the new features that AuditBoard has rolled out and been utilizing Workstream for many organization wide certifications.“ September 23, 2025 MT Maddie T Internal AuditorRetail, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “AuditBoard Sync won't save if the session has timed out but won't give a warning that the file will not be saved to AuditBoard.“ September 22, 2025 RG Roman G IT Audit Senior ManagerFinancial Services, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “Very well designed tool to manage SOX, SOC and Operational audits, with consistently evolving AI capabilities.“ February 23, 2025 SM Sam M Manager, Internal ControlsMedical Devices, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “I wish the annotate feature and the risk assessment functionality was better.“ September 23, 2025 ST Stephanie T Internal Audit Manager - SOX and QAIPBanking, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “In addition, the ability to define multiple issue types and define relevant fields for each type provides for enhanced enterprise reporting and drives consistency.“ October 23, 2024 BD Brett D Senior Reliability Compliance SpecialistUtilities, 501 - 1,000 employeesUsed the software for: 6-12 months. “It seems that sometimes things are rolled out before testing, which cause other issues.“ September 29, 2025 MP Melissa P Sr. IT Audit ManagerTelecommunications, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “AuditBoard is innovating the audit, risk, and compliance space using their extensive knowledge as practitioners in this area to provide seamless solutions to organizations and their teams.“ October 24, 2024 SK Seth K Director, Internal AuditEducation Management, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “The biggest disappointment, with regards to Risk Oversight is the inability to generate and print out a Heat Map of all rated risks. “ March 18, 2024 ## Showing most helpful reviews Showing 1-25 of 455 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JJ Justin J. ### "Intuitive All-in-One Audit Hub, Though Setup and Permissions Need Work" November 2, 2026 4.0 I use Optro as a one-stop shop to keep my audit program organized and track controls, issues, and IT and business processes. Pros I like that Optro keeps everything for audit in one place and helps me keep it organized. From a controls review perspective, it’s easy to see what information is tagged to a control, including related tasks or requests, the control owners, and the control’s significance. I find the platform intuitive and it makes it easy to find what I need. Once I learned how it’s set up, it became easy to navigate between places and point people in the right direction, which helped make the process more efficient. Cons I found the initial setup a little difficult, especially building a good groundwork for controls, work streams, and control cycles in our large organization. It took some time to learn, though it got better once we figured out how to use it. I also wish the out-of-the-box teams were more fully set up for the Controls and Ops Audit modules, so I wouldn’t have to manually change so many module or category permissions. It could be clearer which teams Optro provides and which ones we should use. Review Source steven R. It SOX Manager Used the software for: 1-3 years ### "Optro has streamlined our audit approach" October 29, 2026 4.5 It’s constantly evolving, with new changes happening all the time. The UI has improved a lot, and some features from one module are now carrying through to others. For example, library controls from the Controls module now have the same default description settings as those in Cross comply, which makes it easier to use a single set. Pros Very customisable for your needs. Users like that it is also linked to Teams for the alerts. Can help clear repeatable tasks and unify different areas of the business under a single team. Cons There’s a lot to it, and at times the modules don’t always stay in sync with each other, likely because they’re handled by different development teams. Review Source Tom R. Senior Audit Analyst - Internal Audit Used the software for: 5+ years ### "Well-Organized Audit Worksteps with Helpful Built-In AI" October 28, 2026 4.5 Optro is solving the problems of how to get an AI embedded into our work environment to reduce the need to go back and forth with Copilot all day. It's also creating a convenient place to organize most details and workstreams related to our audits. Pros Organization of audit worksteps and having AI built into different worksteps. Cons It's not as customizable as I'd like. I'd want to embed AI into any workstep I'd like, especially in case there's a new step added to the audit process that we don't know about until later (e.g. a new alternative to process flows that we hadn't thought of, or that management at our company is requiring us to adopt). I also don't know if I have the ability to tell the AI "I want to complete this workstep in a way that's very similar to X audit which was completed previously." Our auditors have a particular way of phrasing and organizing our work, and sometimes the AI doesn't fully catch onto that. Review Source R Reviewer Senior Internal Auditor ### "Easy Workflow Management, Frustrated by Saving Timeouts" October 28, 2026 4.5 I use Optro for project management, reviewing work papers, documenting field work, follow-ups, and keeping a repository of information. It’s simple and easy to navigate, and helps make my workflow more efficient and save time. Pros I use Optro for documenting field work, reviewing work papers, project management, follow-up, and keeping a repository of information. I find it simple and easy to use, user-friendly, and easy to navigate. It helps me work more efficiently and saves time. Cons When I save documents, it times out frequently, so I lose work and have to redo it. I’d like the timeout frequency changed. Review Source LT Lindsay T. Data Analytics ### "Not as User-Friendly as Workiva, and OpsAudit Testing Setup Needs Work" October 28, 2026 2.5 Its moving some departments out of spreadsheets Pros It holds all information across the organization Cons It isn't as user friendly as Workiva. I don't like how OpsAudit testing is setup. I also don't like how document request works. Review Source Moneeb E. Sr. Internal Auditor Used the software for: 1-3 years ### "Standard financial audits & Operational audits" October 27, 2026 5.0 Adding the AI sample selection and automation Pros Ability to create task with externals. The flow of worksteps having different sections like procedures, objective, notes, and results. workstep log Cons The inability to download all documents at once within a request workstep task Review Source GH Greer H. Senior Risk Analyst Used the software for: 1-3 years ### "Flexible Customizations for Control Management and Risk Oversight" October 27, 2026 4.5 Providing a central space for reviews, tasks, events, assessments and documentation for our organization Pros The flexibility of the platform that allows customizations particularly in Control Management and Risk Oversight Cons Least helpful: Sometimes old/outdated information is left on the Optro site, causing incorrect information to be used. Review Source Kevin W. Senior Legal Counsel Used the software for: 3-5 years ### "Workstreams and Approval Flows That Transformed Our Policy Program" October 27, 2026 4.0 We didn't have a GRC solution when I first got to this job. Thus, Optro is helping us solve many, many items that benefit us. Approval workflows for police and procedures are crucial. The Risk module and its assessment capabilities are what our risk program is built around. The Issues module is relied upon for our management reporting. Pros The work streams, approval flows, and modular approach to the various facets of Optro. The Workstreams module and the ability to email folks when their review/approval is required has improved our policy and procedure program tremendously. Cons The backend sometimes makes it difficult for us to modify our modules and work streams to our liking. Sometimes we come across functions that cannot be accomplished through Optro; like calculating Risk scores in the Issues module. Review Source Seth H. Business Process Controls Lead Used the software for: 1-3 years ### "All-in-One SOX, Issues, Requests, and Risk Integration" October 27, 2026 5.0 Reducing need for e-mail communication, improve consistency of requested support, improve availability to test more frequently. Pros Integration of all aspects of SOX, issues, requests, and risk. Cons The reporting functionality is not great and does not update timely and is not easy to use. Review Source R Reviewer Accounting Manager Used the software for: 3-5 years ### "Highly Configurable Control Framework Platform with a Strong Foundation" October 15, 2026 4.5 testing and issue management and insights to leadership Pros it is highly configurable and provides a good base to house and work with control framework Cons sometimes I find certain features duplicative and confusing to figure out. Current lack of AI features at moment but midship should fix that - would prefer to see those two platforms integrated for seamless experience. Review Source Nicholas P. 5.0 October 29, 2026 AI summary based on a full review Optro simplifies audit processes by centralizing information requests and tracking within the platform, which enhances user experience for stakeholders. Some users may find the setup requirements and restrictive settings for workflows to be a limitation. Log in to unlock the full review, detailed ratings, and pros & cons Jeana H. Ciso Used the software for: Less than 1 year 4.5 October 29, 2026 AI summary based on a full review The implementation team is effective and supportive, contributing positively to risk management efforts. A drawback is the missing impersonation feature that some users might expect from similar software. Log in to unlock the full review, detailed ratings, and pros & cons Reviewer Compliance Used the software for: 3-5 years 4.0 October 29, 2026 AI summary based on a full review Optro provides significant value with its robust functionality and responsive support, ensuring that performance issues are rare. While the AI features are beneficial, there is room for improvement in the platform's built-in AI capabilities. Log in to unlock the full review, detailed ratings, and pros & cons Mackenzie R. SVP/CAO Used the software for: 3-5 years 4.0 October 28, 2026 AI summary based on a full review This tool significantly improves issue management processes by minimizing late remediation and enhancing tracking capabilities. Customization of items can be a complex task, which may pose a limitation for some users. Log in to unlock the full review, detailed ratings, and pros & cons Reviewer Internal Audit Supervisor - Data Analytics Used the software for: 1-3 years 4.0 October 28, 2026 AI summary based on a full review Optro has improved communication with clients and streamlined various audit-related tasks, although the anticipated level of improvement has not been fully realized. The focus on AI has led to a decline in customer service and more aggressive sales tactics. Log in to unlock the full review, detailed ratings, and pros & cons James C. 4.5 October 28, 2026 AI summary based on a full review Optro excels in usability and offers features that support team collaboration and risk management. On the downside, users may encounter syncing issues and restrictions on concurrent file access. Log in to unlock the full review, detailed ratings, and pros & cons Lynne C. Audit and Compliance Officer 3.5 October 27, 2026 AI summary based on a full review The software offers strong capabilities for managing risk and compliance, which can greatly benefit organizations. Unfortunately, the learning resources fall short, making it difficult for new users to find precise answers and effectively utilize the system. Log in to unlock the full review, detailed ratings, and pros & cons Cassie S. Senior Internal Auditor Used the software for: Less than 1 year 5.0 October 27, 2026 AI summary based on a full review This tool enhances team collaboration by providing real-time updates, which is beneficial for maintaining control documentation. However, the limitation on Excel file sizes when using the annotate feature can be frustrating. Log in to unlock the full review, detailed ratings, and pros & cons Mike H. Financial Analyst Used the software for: 5+ years 4.5 October 27, 2026 AI summary based on a full review Using Auditboard has improved the organization of audit samples and simplified the process of sending work to external auditors. However, the expense of utilizing new features can be a concern. Log in to unlock the full review, detailed ratings, and pros & cons Sandeep J. Director of Internal Audit Used the software for: 3-5 years 4.5 October 27, 2026 AI summary based on a full review This solution excels in automating audit follow-ups and managing data requests through its integrated model. A drawback is the lack of customization, which may limit its adaptability to specific organizational needs. Log in to unlock the full review, detailed ratings, and pros & cons Hardeep K. Lead Consultant Used the software for: 3-5 years 4.5 October 27, 2026 AI summary based on a full review This product is straightforward to use and offers substantial help in maintaining SOX records. A limitation is its inability to integrate seamlessly with other applications currently in use. Log in to unlock the full review, detailed ratings, and pros & cons Kimberly M. QA Audit Manager Used the software for: 1-3 years 4.0 October 27, 2026 AI summary based on a full review Optro provides valuable functionality by enabling users to link various elements, which aids in operational efficiency. A limitation arises when the system is not used as the GRC, as certain features in other modules may be underutilized. Log in to unlock the full review, detailed ratings, and pros & cons Prisha S. Senior IT Auditor 4.5 October 27, 2026 AI summary based on a full review Optro provides a unified platform for audit requirements, which has improved overall performance and efficiency in workpapers. However, the integration between modules can be problematic, causing delays and confusion during setup. Log in to unlock the full review, detailed ratings, and pros & cons Maddie V. Internal Auditor 4.5 October 27, 2026 AI summary based on a full review Optro provides a centralized solution for managing audit work, which helps maintain organization and accessibility. However, the constant updates can be frustrating and may detract from its overall simplicity. Log in to unlock the full review, detailed ratings, and pros & cons Easton W. Personal Trainer 4.0 October 27, 2026 AI summary based on a full review Optro excels in consolidating test components, offering a clear interface that enhances usability for various users. However, the reliance on Sync for Excel annotation can lead to inefficiencies, as loading files is often more tedious than converting them to PDF. Log in to unlock the full review, detailed ratings, and pros & cons Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.