# Page 7 | AuditBoard Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - Is AuditBoard the right Compliance solution for you? Explore 414 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/148230/SOXHUB/reviews

---

AuditBoard

4.7 (414)

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 March 13th, 2026

# Page 7 - Reviews of AuditBoard

## Showing most helpful reviews

Showing 151-175 of 414 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

MG

Melissa G.  
FVP & Senior Auditor  
Banking  
Used the software for: 2+ years

### "The Auditor Tool that Enhances"

September 19, 2023

5.0

Since day 1, we have had nothing but a good experience. Customer service is great and the software is very easy to use and learn.

Pros

The product is user friendly and easy to access. It is pretty much self explanatory and includes many short videos on "how to" that are easy to understand.

Cons

We have not found a major issue with to consider it a Con. If anything, they are improving on options we have brought up in the past such as accommodating to formatting options.

Alternatives considered

[TeamMate Audit](https://www.capterra.com/p/143239/TeamMate-Audit-Management/)

Reason for choosing AuditBoard

Mostly, because does have all the features were were looking for.

Switched from

[TeamMate Audit](https://www.capterra.com/p/143239/TeamMate-Audit-Management/)

We were looking for a more robust option that could combine Risk Management and Audit.

Review Source

Response from Optro

September 22, 2023

Thank you for taking the time to leave a review, Melissa! 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 combine Risk Management and Audit. We're actively working on new features, and your feedback will help inform those!

CG

Chloe G.  
Senior Internal Auditor  
E-Learning  
Used the software for: 2+ years

### "Best Internal Audit Software"

June 6, 2024

5.0

Pros

is an amazing tool to streamline evidence gathering, testing, risk and control matrix, and others all in one platform. This makes it easier for the business process owners and the Internal Audit Team.

Cons

Honestly, there aren't any cons or red flags to highlight, it's a great tool.

Review Source

AR

Ana R.  
VP Audit Services  
Telecommunications  
Used the software for: 2+ years

### "Brilliant Way to Manage Risks"

October 19, 2023

5.0

Helping me drive a risk aware culture where there is transparency, accountability and efficiency. It helps us drive business results in a more connected way. It takes a village to identify and manage risks and allows for that community.

Pros

The user friendliness and connectivity between risks, frameworks, controls, etc. makes it a value-add. The ease of use allows for integration with the entire company. It facilitates collaboration and business outcome.

Cons

Dashboarding continues to evolve and improve since there is so much data in the system, it in an evergreen journey.

Alternatives considered

[Wdesk](https://www.capterra.com/p/106817/Wdesk/)

Reason for choosing AuditBoard

Best demo for inter-connectivity, user friendliness and was built smartly. We could see it was well thought out for the practioner. It was a logical system. It was a clear choice after evaluating Galvanize and Workiva.

Review Source

Response from Optro

November 9, 2023

Thank you for taking the time to leave a review, Ana! 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 connectivity between risks, frameworks, and controls. We're actively working on new features, and your feedback will help inform those!

KM

Ken M.  
Senior Manager, Internal Audit  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Great internal audit tool"

October 25, 2022

5.0

Pros

The workpaper management and automated connection of submitted evidence with workpapers is awesome.

Cons

The functionality is frequently tailored for a larger department, so we struggle with workarounds to be efficient.

Switched from

[TeamMate Audit](https://www.capterra.com/p/143239/TeamMate-Audit-Management/)

End of license period and desire to improve product

Review Source

Response from Optro

December 2, 2022

Thank you for taking the time to leave a review, Ken! 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 workpaper management. We're actively working on new features, and your feedback will help inform those!

AM

Abigail M.  
Sr Internal Auditor  
Insurance  
Used the software for: 6-12 months

### "AuditBoard Review"

October 19, 2023

5.0

overall is extremely intuitive and innovative. We are very happy with the product and look forward to leaning more

Pros

As a small team, has given us a tremendous amount of structure and efficiencies.

Cons

We found the frequent change in AB support contacts to be discouraging and left us feeling alone and unsupported. Having a different contact peson pre, during and post implementation was not ideal.

Reason for choosing AuditBoard

the intuitive nature and ease of use

Review Source

Response from Optro

November 9, 2023

Thank you for taking the time to leave a review, Abigail! 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. We're actively working on new features, and your feedback will help inform those! With respect to your comment on support, we will be sure to pass this along to our team for consideration in the future.

AR

Ashley R.  
Assistant Director - Professional Practices  
Financial Services  
Used the software for: 6-12 months

### "Ops Audit User"

October 26, 2022

4.0

Overall the tool is intuitive and easy to use. It was a great transition from our previous use of OneNote. Overall, customer support to great with answering my questions and addressing concerns in a timely manner.

Pros

The integration of the WorkStream functionality with the Issue Management module tremendously helped our follow-up process which previous was very manual and Excel driven. The automated scheduling of email notification to our remediation owners is an added bonus and helps take the administrative lift off the Audit Team.

Cons

Our biggest hurdle is the inability to use the API do to security concerns our company has, which has caused to do do workarounds to pull the data down to perform analytics with the assistant of BoTs.

Switched from

[Microsoft OneNote](https://www.capterra.com/p/227211/Microsoft-OneNote/)

Looking to improve our follow-up process

Review Source

Response from Optro

December 5, 2022

Thank you for taking the time to leave your feedback, Ashley. 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. We're actively working on new features, and your feedback will help inform those! With respect to your comment on API limitations, we will be sure to pass this along to our product team for consideration in future updates.

KL

Keith L.  
Audit Manager  
Financial Services  
Used the software for: 6-12 months

### "Ease of use has been critical, looking forward to additional features to be rolled out. "

October 27, 2022

4.0

For being a global team, we've been thrilled with how has helped us to connect even more with our team. As our team continually adopts using AuditBoard, we're excited over the power that AuditBoard will bring to our effectiveness and efficiencies in our reviews.

Pros

We enjoy the ease of use, organization, ability to customize existing fields. We also love the customer support we've been provided to ensure we're fully utilize AB.

Cons

We would like to see compatibility with PPT documents (including using hashtags in those types of documents). In addition, we're looking forward to increased customization over resource planning.

Review Source

Response from Optro

November 17, 2022

Thank you for taking the time to leave a detailed review, Keith! 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. We're actively working on new features, and your feedback will help inform those!

MP

Mary P.  
IA Director  
Retail  
Used the software for: 2+ years

### "SOX Auditing"

October 18, 2023

4.0

Average support.

Pros

Product is intuative to learn and easy-to-use.

Cons

Chatbot help is not helpful. Always having to fill out a ticket for support. Not much support from customer rep.

Switched from

[Wdesk](https://www.capterra.com/p/106817/Wdesk/)

Cost and ability to update control documentation once and it updates in multiple places.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Mary! 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. We're actively working on new features, and your feedback will help inform those! With respect to your comment on support, we will be sure to pass this along to our team for consideration in future updates.

KH

Kevin H.  
Internal Audit Manager  
Insurance  
Used the software for: 2+ years

### "What can be improved "

October 18, 2023

3.0

It is taking a lot of work to set up . I wish our support team was more responsive because we are ucovering bugs that are slowly being resolved. I see lots of future pottenential once we get past this

Pros

Tracking featurees to minimize manual updates to my superiours

Cons

Strugle to get basic about teams access restricitions set up. Things arent happening as smoothly as we were sold on

Review Source

Response from Optro

November 13, 2023

Kevin, we're so sorry to hear that you've been experiencing issues related to restrictions set up. We will share your concerns with the appropriate teams in order to avoid this in the future. We apologize for any inconvenience and hope we're able to increase your level of satisfaction very soon.

AT

Amber T.  
Audit Specialist  
Hospital & Health Care  
Used the software for: 1-2 years

### "AuditBoard the good the bad and the ugly"

March 18, 2024

4.0

The company and software have great potential. I think they are too concerned with selling and growing that they ignore the customer once they are secured.

Pros

It is intuitive and easy to work in once it is set up and flowing. It is aesthetically pleasing. They provide a lot of education in the industry.

Cons

The education and 101 lessons were hard and defeating. I don't think they properly prepare you to use the product. There was little support from AB after signing the contract. They outsourced the onboarding, and it was subpar.

Switched from

[Connected Risk](https://www.capterra.com/p/268007/Connected-Risk/)

Previous software was antiquated and more of a storage for documents. It was Auto Audit by empowered but the survey didn't show that as an option

Review Source

Adam H.  
Director, Audit Operations and Data Analytics  
Airlines/Aviation  
Used the software for: 6-12 months

### "AuditBoard Experience"

October 19, 2023

5.0

Overall, has been a great partner that listens to it's customers on improving the tool.

Pros

I really like the ease of use of the platform to connect those performing assessments, audits, and risk miticgation with those that are on the front line performing the day to day operations of the company.

Cons

There are some functions that could be built out a little bit better including an inventory hierarchy. Customizable reporting could also be enhanced.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Adam! 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. We're actively working on new features, and your feedback will help inform those!

NH

Nichole H.  
Program Manager  
Construction  
Used the software for: 1-2 years

### "AuditBoard is a game changer for internal audit shops"

October 18, 2023

4.0

I love and look forward to implementing new features ASAP

Pros

The collaborative nature of the tools help the business users and the internal audit users to work better together.

Cons

There is nothing that comes to mind. The support is great and the functionality (ease of use) is wonderful.

Alternatives considered

[RSA Archer Suite](https://www.capterra.com/p/176996/RSA-Archer/)[SAP BusinessObjects Business Intelligence](https://www.capterra.com/p/92075/SAP-BusinessObjects/)

Reason for choosing AuditBoard

had a better product that provided better flexibility and collaboration

Switched from

[RSA Archer Suite](https://www.capterra.com/p/176996/RSA-Archer/)

was a better product with better features and functionality.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Nichole! 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 work better together. We're actively working on new features, and your feedback will help inform those!

SM

Sarah M.  
Internal Auditor  
Retail  
Used the software for: 2+ years

### "Good product"

October 26, 2022

4.0

They are receptive to feedback but improvements sometimes fall short

Pros

This product is very intuitive and the basic elements can be used with no help or guidance. It helps with collaboration on audits.

Cons

There is not a useful RCM functionality and the modules are bought separately but heavily rely on each other so if you just get one (like opsaudit) there are many things you cannot do

Alternatives considered

[Wdesk](https://www.capterra.com/p/106817/Wdesk/)

Reason for choosing AuditBoard

Pricing. Promises of improvements

Review Source

Response from Optro

December 5, 2022

Thank you for taking the time to leave your feedback, Sarah. 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. We're actively working on new features, and your feedback will help inform those! With respect to your comment on individual module functionality, we will be sure to pass this along to our product team for consideration in future updates.

MS

Matthew S.  
Director of Audit  
Real Estate  
Used the software for: 2+ years

### "Early SOXHUB Adopter"

October 26, 2022

5.0

We have certainly reduced the amount of administrative time spent with various features and automations within . Two-way communication between IA and management has also increased tremendously through Workstream.

Pros

The ease of use and automation of previously manual and time consuming tasks has been transformational for our internal audit department. Honestly could not imagine operating without the SOXHUB and OpsAudit modules.

Cons

Some of the more recent features related to automation and integration with other software platforms would be great to have; however, the connectivity and dependence of some of these features on having various tiers of packages is confusing and often frustrating.

Alternatives considered

[Wdesk](https://www.capterra.com/p/106817/Wdesk/)

Reason for choosing AuditBoard

Features and intuitive design based on how internal auditors operate.

Review Source

Response from Optro

December 9, 2022

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

SK

Seth K.  
Director, Internal Audit  
Education Management  
Used the software for: 6-12 months

### "AuditBoard Improves Administration of our Audit and Risk Work Products"

March 18, 2024

4.0

Pros

provides an all-in-one and interconnected solution for our internal auditing and enterprise risk management work. The modules are relatively intuitive to work with once you get the hang of the navigation. On-boarding/configuration support at the front end is very good and attentive.

Cons

The biggest disappointment, with regards to Risk Oversight is the inability to generate and print out a Heat Map of all rated risks. It only does this by "risk category" (e.g.,Technology, Public Safety).

Review Source

AW

Amy W.  
Director - Financial Controls and Compliance  
Biotechnology  
Used the software for: 2+ years

### "Great tool"

October 19, 2023

4.0

Audit Board has the best user interface of all products in this space all of our users can easliy adopt.

Pros

Audit board allowed us to streamline a manual 302 process and enabled tremendous time savings

Cons

when we signed up for audit board it was before the tiers exisited or we were not made aware of them, every time a new feature is rolled out we are told it is extra for our tier.

Alternatives considered

[TeamMate Audit](https://www.capterra.com/p/143239/TeamMate-Audit-Management/)

Reason for choosing AuditBoard

user interface

Review Source

Response from Optro

November 13, 2023

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

KS

Karen S.  
Sr. SOX Accountant  
Banking  
Used the software for: 2+ years

### "Great Audit Tool"

March 26, 2024

5.0

Pros

I've been using for the past 7 years, and it's been a great tool for SOX Compliance. We have established a great relationship with Auditboard, and have always gotten great support from them. With Auditboard, users are able to access documentation with ease. The user interface is extremely user friendly, and easy to navigate.

Cons

Narrative integration is great, however, the initial linking is a bit painful and time consuming to do.

Review Source

KM

Kimsi M.  
SOX Compliance Manager  
Insurance  
Used the software for: 2+ years

### "GREAT PRODUCT and COMMUNITY"

October 19, 2023

5.0

We are saving all the SOX controls as well as the information associated with the controls such as IPEs, Narratives and Responsibility Matrix information into . We also facilitate and house all the Quarterly SOX certifications completed by the divisions as well as the Annual Fraud Risk asessments completed by the divisions directly into AuditBoard

Pros

Like the prompt attention we get from them, especially after we open the tickets. Great customer service

Cons

There are certain features like automatic change to the controls in AB to be captured in the excel spreadsheets saved in that have the same controls listed. This feature is currently not available

Review Source

Response from Optro

November 9, 2023

Thank you for taking the time to leave a review, Kimsi! AuditBoard is designed to make the professional lives of audit, risk, and compliance professionals easier, and we're so glad you and your team experienced great customer support. We're actively working on new features, and your feedback will help inform those!

DY

Dana Y.  
Associate Director  
Financial Services  
Used the software for: 2+ years

### "Great Product and Great People!"

October 25, 2022

5.0

Lovely people and easy tool to use! When we have issues, we can contact support and have it resolved quickly. Also, when we want a new feature, the presentation is always very clear and helpful.

Pros

WorkStream has become super helpful in requesting documents from clients and completing quality reviews. It's easy and notifies the correct people all the time.

Cons

The risk assessment is not as clear as I want it. We create and rate each business units, however, it stops there, and doesn't help us plan for what audits should be completed for the upcoming years.

Alternatives considered

[Wdesk](https://www.capterra.com/p/106817/Wdesk/)

Switched from

[TeamMate Audit](https://www.capterra.com/p/143239/TeamMate-Audit-Management/)

Limited capabilities

Review Source

Response from Optro

December 2, 2022

Thank you for taking the time to leave a review, Dana! 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. We're actively working on new features, and your feedback will help inform those!

RZ

Ron Z.  
Internal Audit Manager  
Construction  
Used the software for: 1-2 years

### "Auditboard- Customizable to fit YOUR needs"

October 18, 2023

4.0

Overall a refreshing experience! is the first software I have used that seems to critically think of features that would be helpful to audit and compliance professionals and attempts to incorporate the risk universe into a manageable and easy way.

Pros

I really enjoy the ability to tailor your experience with the software and I really like the user interface compared to other auditing software.

Cons

Because it is customizable, there is often features that you may not know exists that would be very helpful to you. In addition, it seems that everytime there is a software update, there is another bug that disrupts the current environment.

Review Source

Response from Optro

November 14, 2023

Thank you for taking the time to leave a review, Ron! 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 enabling you to tailor your experience to fit your needs. We’re actively working on new features, and your feedback will help inform those!

ML

Michelle L.  
VP, Enterprise and Operational Risk Management  
Financial Services  
Used the software for: 6-12 months

### "Great tool and easy to use"

October 19, 2023

5.0

We were looking for a tool that provided a holistic view of risk and didn't require a lot of configuration. has been great in that regard. I would've liked to have more consulting up front in the implementation process to make sure that we implemented most effectively. We made some mistakes that we are now correcting that I do think could've been addressed at the beginning. Overall though, I would highly recommend Auditboard.

Pros

Very intuitive for users; focused on features that enable the front line to play an active role in risk management

Cons

More flexibility with licensing - there needs to be something between a core license and a stakeholder user. Policy management needs further development to meet the needs of our organization

Switched from

[NAVEX IRM](https://www.capterra.com/p/150187/Navex-IRM/)

We wanted an out of the box solution that was already integrated without a lot of configuration.

Review Source

Response from Optro

November 9, 2023

Thank you for taking the time to leave a review, Michelle! 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 holistic view of risk. We're actively working on new features, and your feedback will help inform those!

MP

Maddy P.  
Senior Internal Auditor  
Packaging and Containers  
Used the software for: 1-2 years

### "Great company, product, and community features"

October 18, 2023

5.0

Pros

has helped us streamline and track our SOX testing, operational audits, and risks. The review workflows and dashboarding have helped reporting immensely.

Cons

We feel can lack in user friendliness for users who are not in it daily. Control owners from the business units try to avoid using it, or do the bare minimum. We would like them to be more active in AB.

Review Source

Response from Optro

November 15, 2023

Thank you for taking the time to leave a review, Maddy! 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 and track your SOX testing. We’re actively working on new features, and your feedback will help inform those!

Rebecca S.  
Internal Audit Manager  
Apparel & Fashion  
Used the software for: 2+ years

### "Favorite GRC Tool for SOX Compliance"

October 18, 2023

5.0

Pros

has streamlined our SOX program and created so many efficiencies between our internal and external audit teams. It is the best tool in the market in my humble opinion.

Cons

There are a lot of great features that rolls out, but unfortunately it's not uncommon that they're impacted by bugs. I spend more time than I would prefer dealing with CS teams trying to solve issues.

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Rebecca! 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 your SOX program. We're actively working on new features, and your feedback will help inform those!

MS

Makenzie S.  
Internal Auditor  
Banking  
Used the software for: 1-2 years

### "Audit Board Review"

October 18, 2023

5.0

We evaluated multiple programs and was the clear winner in our book!

Pros

is very user friendly. Becuase of the ease of use we have had little pushback from stakeholders which is huge!

Cons

I don't like the fact that some features that we would naturally think are part of the program aren't available and you have to put in a suggestion for them to consider it. For something to be considered it needs multiple thumbs up from users.

Reason for choosing AuditBoard

is very easy to use and has various functionalities that work well with our Company. We chose AuditBoard based on feedback from the audit team as well as stakeholders. We found the product that everyone wanted to use!

Review Source

Response from Optro

November 13, 2023

Thank you for taking the time to leave a review, Makenzie! 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. We're actively working on new features, and your feedback will help inform those!

CS

Carter S.  
Audit Manager  
Higher Education  
Used the software for: 1-2 years

### "Adopted AuditBoard and not looking back"

September 19, 2022

5.0

Pros

This is the first audit software that we have evaluated that feels like it has adapted to current technologies and processes. It is easy to configure and use, with the right amount of customization allowed. Our team quickly adopted the tool and we streamlined our audit process with the OpsAudit module very easily. When we have issues or questions, Support is readily available to help. The web-based functionality is great for our remote team and make local support fairly easy! I would highly recommend the consideration of for your team!

Cons

The tiered levels of subscription limit some of the functionality that is available, even some things that don't feel like motivators to upgrade (e.g. utilization of "required" fields, etc.). Some teams don't have the ability or budget to spend more, so in reality, many are limited to the functionality offered at lower tiers. Not a showstopper, but difficult to manage when release notes indicate new functions.

Review Source

Response from Optro

September 26, 2022

Thank you for taking the time to leave your feedback, Carter. 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 the audit process. We're actively working on new features, and your feedback will help inform those! With respect to your comment on subscriptions, we will be sure to pass this along to our team for consideration in future updates.

## 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.

Talk to a Capterra advisor for free and get results within 15 minutes.