--- title: "Optro Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Optro Software - reviews, pricing plans, popular comparisons to other ERM products and more." source_url: "https://www.capterra.com/p/148230/SOXHUB/" page_type: "product" language: "en" publication_date: "2026-10-28" --- # Optro Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Optro ## What is Optro? Optro, formerly AuditBoard, gives risk leaders a connected, real-time view of enterprise risk. Maintain a centralized risk register aligned to your strategic objectives, track emerging risks as they develop, and use AI-recommended linking across entities, risks, controls, and issues to see how your risk posture fits together. Report from the front line to the boardroom with views built for each stakeholder. Model uncertainty with scenario planning, including bow tie analysis and Monte Carlo simulation, so leaders can quantify exposure and compare response options. AI agents continuously maintain your risk data and flag what is trending, while your team decides what to do about it, with every action logged and traceable. Optro is a G2 Leader in ERM, top-rated by customers on G2, Capterra, and Gartner Peer Insights, and trusted by more than 50% of the Fortune 500 and 7 of the Fortune 10. ## What is Optro used for? [Audit](https://www.capterra.com/audit-software/)[Compliance](https://www.capterra.com/compliance-software/)[Risk Management](https://www.capterra.com/risk-management-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 459 user reviews Reviews sentiment Positive 98% Neutral 2% Negative 0% Pros & cons Centralized and flexible audit platform Responsive and attentive support team Frequent bugs and update disruptions ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... - Compliance / 2026 - Risk Management / 2026 - HIPAA Compliance / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Optro?[Manage this product listing](https://www.g2.com/products/optro/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Optro 4.7 (416) VS. [4.3 (117)](https://www.capterra.com/p/143239/TeamMate-Audit-Management/reviews/) Starting Price Contact vendor Starting Price $0.01 Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (416) Ease Of Use 4.2 (117) Value For Money 4.5 (345) Value For Money 4.2 (95) Customer Service 4.6 (384) Customer Service 4.1 (104) ## Optro alternatives [4.6 (356)](https://www.capterra.com/p/141080/iAuditor/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.5 (580)](https://www.capterra.com/p/148577/MasterControl/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (255)](https://www.capterra.com/p/143579/SiteDocs/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.8 (105)](https://www.capterra.com/p/138931/Audit-Software/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/148230/SOXHUB/alternatives/) ## FAQs about Optro Overview ### What problems does AuditBoard solve? AuditBoard solves scattered audit documentation, email-heavy evidence collection, manual status tracking, and weak visibility across risks, controls, findings, and remediation. It centralizes workpapers, requests, dashboards, and workflows so internal audit, SOX, risk, compliance, control owners, and external auditors collaborate faster, standardize testing, and reduce administrative follow-up. Answer based on 301 reviews Overview ### Which roles and teams benefit most from AuditBoard? AuditBoard is most used by internal auditors, audit managers, and internal audit leaders who need to plan audits, document testing, track issues, and manage evidence in one system. IT audit teams use it for control assessments and compliance workflows, while directors and executives rely on dashboards for oversight, reporting, and risk visibility. Answer based on 408 reviews Overview ### What company size and industries is AuditBoard built for? AuditBoard is built mainly for enterprises, which make up 75% of reviewers, and is most used in Financial Services at 10%. It is designed for businesses in healthcare, finance, manufacturing, and other sectors, with additional reviewer concentration in Banking at 7% and Accounting at 6%. Answer based on 414 reviews Features and Usability ### What are the key features of AuditBoard? AuditBoard includes core audit management tools like audit planning, workpapers, issue tracking, and reporting dashboards. Differentiating features include risk assessment, internal controls and SOX compliance management, evidence collection through Workstream, customizable templates and dashboards, and role-based permissions that support collaboration across audit, risk, and compliance teams. Answer based on 131 reviews Integrations ### Which third-party tools and platforms does AuditBoard integrate with? AuditBoard integrates with Microsoft Excel, ServiceNow, Jira, Slack, Tableau, and Alteryx Designer, based on reviewer mentions. It also supports over 100 integrations through its catalog, including AWS Identity and Access Management (IAM), Asana, and Azure DevOps, covering analytics, communication, workflow, and identity management. Answer based on 53 reviews Getting Started and Support ### How easy is it to onboard and train a team on AuditBoard? AuditBoard is generally easy to onboard for end users, with many reviewers saying nontechnical staff, control owners, and auditors learn it quickly. Training is available through in-person sessions, live online sessions, webinars, videos, and documentation. Admins and teams handling setup or customization usually need more hands-on time and guidance. Answer based on 43 reviews Getting Started and Support ### What customer support options does AuditBoard offer, and how do users rate the experience? AuditBoard offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live representatives, and chat. Users often describe support as friendly, responsive, and helpful, with questions answered quickly and issues resolved promptly. Some users report weaker post-implementation support, less specialized guidance, and occasional gaps around new features. Answer based on 60 reviews Security ### How does AuditBoard handle data security and access control? AuditBoard uses permission-based roles, team permissions, and specific rules for control owners, external auditors, and admins to manage access. It also supports version control, document check-in/check-out, and centralized records. Access generally works well, but permission setup can be complex, technical, and sometimes too broad at sub-folder levels. Answer based on 25 reviews Ease of use ### How easy is AuditBoard to use? AuditBoard offers an interface that most audit, SOX, and risk teams find easy to learn and navigate. Integrated modules, clear dashboards, and linked controls help daily work move faster, especially for administrators and frequent users, though first-time users, control owners, and some business teams may face a learning curve. Answer based on 117 reviews ## Who uses Optro? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Centralized and flexible audit platform 94% positive reviews out of 99 Most reviewers report audit management benefits from customization, centralized data, and streamlined collaboration across audit functions. Seth K. Director, Internal Audit, 1,001 - 5,000 employees. "AuditBoard provides an all-in-one and interconnected solution for our internal auditing and enterprise risk management work. " Frequent bugs and update disruptions 64% negative reviews out of 33 Most reviewers report bugs, update-related disruptions, and occasional slowdowns that impact workflow and require extra support. Paul L. IT Audit Manager, 10,001+ employees. "Recently, it's been a bit buggy as some functionality has broken as a result of updates, which has caused us some minor pain." Responsive and attentive support team 98% positive reviews out of 53 Most reviewers describe customer support as quick, helpful, and receptive to feedback, ensuring timely resolutions. Prasanna S. Senior Auditor, 10,001+ employees. "The customer service is also amazing as they help you and provide a solution whenever you reach out to them." Streamlined workflows and automation 95% positive reviews out of 39 Most reviewers indicate efficiency improvements from automation, ongoing enhancements, and simplified processes that save significant time. Carrie B. Audit Manager, 1,001 - 5,000 employees. "AuditBoard has been beneficial for us and we feel they prioritize continuing to enhance their offerings." ## Features AI summary Based on 1,894 ERM reviews Capterra data shows that buyers of audit software rank the following features as their top priorities: - **Audit Trail** (**50%** of reviewers rated this feature as critical) - **Compliance Tracking** (**55%**) - **Compliance Management** (**47%**) AuditBoard supports all three of the features reviewers consider most important: **Audit Trail**, **Compliance Tracking**, and **Compliance Management**. Together, these capabilities help businesses maintain clear records of audit activity, monitor regulatory requirements more effectively, and manage compliance processes with greater consistency, allowing teams to reduce risk and stay prepared for reviews and reporting. Audit Trail 4.7 (17) 94.12% of 17 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. Mobile Access 3.9 (41) 36.59% of 41 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Risk Assessment 4.2 (132) 71.97% of 132 reviewers that rated this feature as important or highly important You can conduct and track risk assessments, use heat maps, and rate risks by entity or business unit. Some users say it streamlines annual reviews and offers useful templates, but others report limited module integration and inflexible reporting. Document Management AuditBoard offers centralized document storage, version control, and easy access for audit evidence and compliance files. Users think it improves collaboration and organization, but several mention limitations with archiving, Google integration, and document formatting. Compliance Management AuditBoard gives you a comprehensive way to manage compliance across multiple frameworks, map controls, and report on enterprise compliance. Some reviewers find it valuable for tracking exceptions and aligning with agile GRC strategies, though several mention it requires significant training. Status Tracking This aspect helps you monitor audit progress, control testing, and remediation with dashboards and real-time updates. Reviewers appreciate the efficiency gains and PowerBI integration, though some find dashboard setup complex and note difficulties sharing status with external auditors. Optro 63 features ### All Features - 360 View: Provide a 360 view of suppliers which can be shared with internal or external users. - Actionable insights: Provide users with actionable insights they can take in order to minimize logistical costs and reduce shipment delivery times. - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - AI Monitoring: Uses AI to alert administrators to changes in risk scoring through continuous monitoring. - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - AI-Enabled ESG Reporting: Use AI or GAI technology to optimize ESG management and reporting - Audit Performance: Provide information on the performance of the audit activities and processes. - Audit Planning: Create a targeted plan, schedule resources, and determine long-term goals for the audit process - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Autonomous Task Execution: Completes tasks independently without constant human intervention - Benchmarking & Competitive Analysis: Provide ESG benchmarking data and competitive analysis functionality - Centralized Data: Consolidate data from multiple systems that manage supplier information. - Checklists: An itemized to do list that can be edited as tasks are completed - Communications: Allows staff to communicate with students via email or text; also automates reminders and confirmations for students' preferred communication channel. - Compliance Management: AuditBoard gives you a comprehensive way to manage compliance across multiple frameworks, map controls, and report on enterprise compliance. Some reviewers find it valuable for tracking exceptions and aligning with agile GRC strategies, though several mention it requires significant training. - Compliance Reporting: Build reports around specific compliance requirements and directives such as CSR and CS3D. - Crisis Management: Process of preparing for disruptive and unexpected events. - Cross-system Integration: Works across multiple software systems or databases - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Types: Support multiple types of data from multiple sources and provide a single repository for all data. - Decision Making: Makes informed choices based on available data and objectives - Document Management: AuditBoard offers centralized document storage, version control, and easy access for audit evidence and compliance files. Users think it improves collaboration and organization, but several mention limitations with archiving, Google integration, and document formatting. - Environmental, Quality and Safety Management: Integrate with EHS software such as Environmental Health and Safety and Quality Management Systems (QMS) - Finance: Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations - Flexibility: Facilitates software configuration without the need for technical experise. - Governance, Risk & Compliance: Integrate with GRC software such as GRC Platforms, Audit management, and Policy management - Implementation: Implementation services to help set up account, import data, and learn how to use associated platform. - Integration: Integrate with a variety of data sources, such as guest wifi, customer data platforms, visitor counters, POS systems, and third-party data sources. - Investment: Generates reports for existing investors or to attract financing - Issue Management: With this capability, you can track issues from identification to closure, centralize documentation, and automate reminders. Reviewers appreciate the streamlined workflows, real-time updates, and ServiceNow integration, though some mention challenges with customizing forms and Excel exports. - KRI (Key Risk Indicator) Monitoring: Tracking of various risk indicators including risk metrics, historic trending, metadata & more to gauge the organization's risk posture - Mobile Access: Access software remotely via mobile devices - Multi-Channel Data Collection: Collect information from multiple sources - Multi-step Planning: Ability to break down and plan multi-step processes - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Notifications: Reliably and visibly notifies the desired audiences of the latest product updates and directs them to the relevant documentation. - Oversight: Perform ongoing due diligence activities to auto calculate overall risk for each vendor. - Performance Tracking: Allows members to log personal fitness goals and progress in a profile, and you can monitor clientele to tailor outreach for personal training. - Policies: Manage and enforce internal policies related to vendor risk management and controls. - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Professional Services: The vendor provides consulting services such as business process reengineering. - Public: Creates reports that can be shared with the public, employees, customers, and partners - Ratings: Provides ratings to rank companies based on their ESG programs - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Recovery Plans: Ability to create and compare recovery plans using standard out of the box templates. - Reviews: Review vendor contracts and profiles to ensure compliance with regulation and internal policies. - Risk Assessment: You can conduct and track risk assessments, use heat maps, and rate risks by entity or business unit. Some users say it streamlines annual reviews and offers useful templates, but others report limited module integration and inflexible reporting. - Risk Classification: Ability to classify risks based on risk type, severity, and custom criteria. - Risk Identification: Identify various risk factors such as the inadequate use of technology, human factor, or external risks. - Risk Methodology: Support for various methodologies and frameworks for risk management. - Scoring: Automatically calculate score after the assessment - Security & Privacy: Maintains enterprise-grade security, regulatory compliance, and data privacy protections. - Status Tracking: This aspect helps you monitor audit progress, control testing, and remediation with dashboards and real-time updates. Reviewers appreciate the efficiency gains and PowerBI integration, though some find dashboard setup complex and note difficulties sharing status with external auditors. - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Templates: Sample files or documents that could be customized as needed or used as is - Third Party: Organizations have the ability to integrate applications with third party and/or customer facing applications. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training & Learning: Provides software users with training courses and learning content. - Vendor Performance: Track vendor performance using supplier data such as a history of transactions and contracts. - Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments. --- Get Advice We can help you find the software with the features you need. Features 4.5 (416) 4.5 Based on 416 reviews ## Pricing Value for money 4.5 (345) ### Starting price Free trial not available [View all Pricing Plans](https://www.capterra.com/p/148230/SOXHUB/pricing/) Value for money 4.5 (345) 4.5 Based on 345 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/)[ AccountSight](https://www.capterra.com/p/153539/AccountSight/)[ TextCommunity](https://www.capterra.com/p/172304/IRIO/)[ Microsoft Project Server Subscription Edition](https://www.capterra.com/p/238840/Project-Server/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (384) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (384) 4.6 Based on 384 reviews ## User reviews Overall rating 4.7 Based on 459 reviews Filter by rating Counts reflect reviews available in this feed. 5(311) 4(135) 3(12) 2(1) 1(0) Mentioned topic Recent reviews first, then most helpful JJ Justin J. ### "Intuitive All-in-One Audit Hub, Though Setup and Permissions Need Work" 4.0 November 2, 2026 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. steven R. It SOX Manager Used the software for: 1-3 years ### "Optro has streamlined our audit approach" 4.5 October 29, 2026 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. Tom R. Senior Audit Analyst - Internal Audit Used the software for: 5+ years ### "Well-Organized Audit Worksteps with Helpful Built-In AI" 4.5 October 28, 2026 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. SI Senior Internal Auditor Senior Internal Auditor ### "Easy Workflow Management, Frustrated by Saving Timeouts" 4.5 October 28, 2026 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. LT Lindsay T. Data Analytics ### "Not as User-Friendly as Workiva, and OpsAudit Testing Setup Needs Work" 2.5 October 28, 2026 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. Moneeb E. Sr. Internal Auditor Used the software for: 1-3 years ### "Standard financial audits & Operational audits" 5.0 October 27, 2026 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 GH Greer H. Senior Risk Analyst Used the software for: 1-3 years ### "Flexible Customizations for Control Management and Risk Oversight" 4.5 October 27, 2026 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. Kevin W. Senior Legal Counsel Used the software for: 3-5 years ### "Workstreams and Approval Flows That Transformed Our Policy Program" 4.0 October 27, 2026 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. Seth H. Business Process Controls Lead Used the software for: 1-3 years ### "All-in-One SOX, Issues, Requests, and Risk Integration" 5.0 October 27, 2026 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. AM Accounting Manager Accounting Manager Used the software for: 3-5 years ### "Highly Configurable Control Framework Platform with a Strong Foundation" 4.5 October 15, 2026 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. [View all Reviews](https://www.capterra.com/p/148230/SOXHUB/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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