CRX | October 13-15, 2026 | Up to 17 CPEs | In-person & virtual options available | Register Now!
CRX | October 13-15, 2026 | Up to 17 CPEs | In-person & virtual options available | Register Now!
Yes, AuditBoard is now Optro. The company rebranded on March 9, 2026. Optro is the same company, team, and platform, with the same roadmap and integrations our customers rely on today. For a full picture of the platform today, see What is Optro?
AuditBoard changed its name to reflect how far the platform has grown beyond its origins in internal audit. What began as a dedicated tool for SOX compliance now spans internal audit, cyber risk, third-party risk, compliance, and AI governance, and the AuditBoard name no longer captures that full scope.
The new name also reflects a shift in what the platform is. Optro defines a new category, the GRC Intelligence Platform, which pairs a trusted system of record with an agentic system of action so teams can move past seeing what already happened and act on risk in real time. The name points to the clarity, intelligence, and momentum behind the platform's mission to transform risk into opportunity. For the full story behind the name, read CEO Raul Villar's letter, Meet Optro: A new name for a new era.
Optro, formerly AuditBoard, is an AI-powered governance, risk, and compliance (GRC) platform that unifies audit, risk, information security, and compliance into a single connected system. Optro is positioned as a GRC "system of action," designed not just to record risk and compliance data but to help teams act on it in real time. It replaces fragmented spreadsheet-based processes with structured, collaborative workflows and GRC-trained AI.
Optro is built for internal audit, risk management, information security, and compliance professionals across organizations of varying sizes and industries. It is well suited for teams seeking to consolidate multiple GRC functions onto a single platform, reduce manual work, and improve visibility for leadership and stakeholders.
Optro addresses the core challenges of managing audit, risk, and compliance programs: siloed data across spreadsheets and email, lack of real-time visibility, inconsistent control testing, and difficulty reporting to audit committees and executive leadership. By centralizing these functions and applying GRC-trained AI, the platform helps teams work more efficiently and demonstrate program maturity.
A GRC Intelligence Platform brings together two capabilities that have traditionally been separate: a system of record and a system of action. The system of record is the trusted, connected foundation for your data, controls, and risk, kept current and consistent with a durable audit trail. The system of action is the layer where agentic AI works on top of that foundation, surfacing emerging threats and control failures and helping resolve them in real time, with humans always in control of the decisions.
Bringing the two together shifts GRC from a record of what already happened into a system you can act on. Instead of waiting on point-in-time assessments, you see risks as they begin to move and respond while it still matters. Optro describes itself as the GRC Intelligence Platform, uniting audit, risk, compliance, and infosec data and workflows so teams can move from visibility to governed action.
A system of record is the foundation that stores and maintains your governance, risk, and compliance data. It holds your risks, controls, and policies in one connected place, keeps them consistent, and preserves a durable audit trail of what happened and when. Traditional GRC tools were built primarily as systems of record, which means they document activity and support reporting but stop at visibility into what already occurred.
A system of action works on top of that foundation and adds the ability to respond. In Optro, this is the layer where agentic AI operates continuously, surfacing emerging threats and control failures, then helping resolve them in real time, with humans always in control of the decisions.
The difference comes down to what each one lets you do. A system of record tells you what happened. A system of action helps you act on it while it still matters, moving teams from static visibility to governed, real-time response.
Legacy GRC platforms were built as systems of record. They store audit, risk, and compliance data and give you visibility into what already happened, then go no further. Many were also assembled from separate modules over time, so risk, compliance, and audit data sit in their own silos and refresh on a periodic cycle, often only once a quarter. That leaves teams working from information that can be months out of date.
Optro connects that foundation and builds on it. Risks, controls, policies, and issues share a single data model, so a change in one place carries across audit, risk, and compliance in real time instead of being reconciled later. On top of that connected record, Optro adds a system of action, where agentic AI works continuously to surface emerging threats and control failures and help resolve them as they arise, with humans always in control.
The approach to AI is also different. Rather than adding a general-purpose assistant onto an older system, Optro logs every AI decision, keeps the supporting evidence traceable, and makes each action reviewable. Teams and auditors can see what the AI did, when, and why, which keeps AI-assisted work accountable and audit-ready.
These terms describe overlapping but distinct disciplines. GRC (Governance, Risk, and Compliance) is the broadest category, covering how organizations govern themselves, manage risk, and meet compliance obligations. ERM (Enterprise Risk Management) focuses on identifying and managing risk across the entire organization, while IRM (Integrated Risk Management) emphasizes connecting risk data across business units and functions. Optro is designed to support all of these approaches within one unified platform.
Spreadsheets lack real-time collaboration, version control, and automated reporting. Optro replaces manual, siloed processes with a connected platform that tracks changes, enforces workflows, and surfaces consolidated reporting for audit committees and executives — capabilities that spreadsheets cannot reliably deliver at scale.
Start with the data model. Some platforms connect audit, risk, compliance, and infosec on a single foundation, while others stitch separate modules together. A connected model means a change to one risk or control carries across programs automatically, which affects both data integrity and how current everything stays. Systems built on periodic assessments can leave you working from a picture that is months old.
Consider whether the platform only records or also helps you respond. A system of record documents what happened, while a system of action helps teams move from visibility to response as issues emerge.
Examine how AI is built in and how accountable it is. For any AI that touches risk and compliance, ask whether its decisions are logged, the evidence is traceable, a person reviews outputs, and the full chain is reviewable by an auditor.
Finally, weigh coverage and fit: how many of your programs the platform supports natively, whether it can map one control across multiple frameworks, and how well it connects to the systems your teams already use.
Yes. Optro is a cloud-based, AI-powered GRC platform delivered as software-as-a-service. Your teams access it through the browser, without installing or maintaining on-premise infrastructure, and updates roll out in the cloud rather than through manual upgrades.
The platform is built to meet enterprise security and access requirements, and Optro AI runs in customer-specific, encrypted environments and does not train public models on your data.
Optro supports a broad range of GRC use cases, including internal audit management, enterprise risk management, information security and IT risk, compliance program management, and policy management. These functions are connected within a single platform, allowing teams to share data, controls, and findings across programs rather than managing them in isolation.
Optro is utilized by a diverse range of organizations, from large enterprises to smaller companies. Based on the calls, this includes:
Yes, Optro provides robust support for Enterprise Risk Management (ERM). Key capabilities mentioned in the calls include:
Yes, Optro offers dedicated solutions for IT and cyber risk management. The platform helps organizations to:
Yes, Optro can map controls across multiple compliance frameworks. This is a frequently highlighted feature that helps organizations to:
Optro supports a wide array of compliance frameworks out of the box, and the list is continuously growing. Some of the frequently mentioned frameworks include:
Yes, Optro provides support for SOC 2 compliance programs. Customers and prospects are interested in how the platform can:
Yes, Optro supports ISO 27001 compliance programs. The calls indicate that:
Yes, Optro has capabilities for regulatory change management. This is a key area of interest for prospects who are looking to:
Yes, Optro can track both Key Risk Indicators (KRIs) and Key Performance Indicators (KPIs). The platform allows users to:
Yes, Optro helps manage evidence requests and control testing. The platform offers several features to streamline these processes, including:
Yes, Optro is designed to manage multiple business units, subsidiaries, and other organizational entities. Key features include:
Optro provides several features to help organizations prepare for audits, with a focus on automation and readiness:
Optro is designed to enhance collaboration across the three lines of defense by providing a connected risk platform. This is achieved through:
Yes, Optro supports continuous monitoring and continuous compliance, which is a key area of interest for many organizations looking to move beyond traditional, point-in-time audits. The platform offers:
Optro provides leadership and boards with a clearer understanding of enterprise risk through several key features:
Yes. Because Optro connects audit, risk, compliance, and infosec on a single data model, reporting draws from one shared source instead of separate systems for each program. Risks, controls, policies, and issues live together, so a report can pull across programs rather than being stitched together by hand.
This gives leadership a consolidated view of risk across the organization. Optro aggregates risk data into a single view and links operational findings directly to strategic business objectives. Because the underlying data stays current, that reporting reflects where risk actually stands rather than a snapshot assembled at quarter close.
Optro supports configurable reporting, allowing users to create custom dashboards and reports tailored to different audiences — including audit committees, executive leadership, and process owners. Existing report templates can be uploaded so exports align with an organization's branding and formatting.
Yes. Optro provides an API that lets you connect the platform with the other systems your teams rely on, so GRC data can move between Optro and your broader tech stack rather than living in isolation. Access and connectivity are a core part of the platform, alongside out-of-the-box integrations and a Model Context Protocol (MCP) server for connecting approved enterprise AI tools to your live GRC data.
This means you can bring evidence, risk, and control data together from across your environment and keep it current automatically, rather than moving information by hand.
Optro integrates with systems such as Jira, enabling a flow of information between GRC workflows and issue-tracking tools. Business partners can work in their preferred tools while the audit or risk team manages the process within Optro.
Yes. Optro is designed to connect with the enterprise systems your teams already use, so risk and evidence data can flow into the platform automatically rather than being gathered by hand. Native integrations include HR platforms such as Workday, along with cloud infrastructure, ticketing, and expense systems, and Optro's API supports connecting additional platforms, including ERP systems, where a prebuilt integration is not already in place.
Connecting these systems feeds continuous evidence collection and monitoring, which keeps your GRC data current and cuts the manual effort of pulling information from separate tools.
Yes. Optro integrates with Microsoft Teams and Slack, along with Google Drive and Microsoft Office. These integrations bring Optro notifications into the tools your teams already use, so people can stay on top of their GRC work without living in the platform.
With apps like Slack and Teams connected, you can receive real-time notifications for new assignments, control test updates, status changes, and comments where you are tagged. Administrators control whether those notifications go to all users or only specific individuals, so teams get the updates that are relevant to them.
Yes. Everything shown in Optro's standard demonstrations is available as out-of-the-box functionality. The platform is highly configurable, so organizations do not need custom development to access the features shown.
Yes. Optro supports both SSO (Single Sign-On) and MFA (Multi-Factor Authentication). These capabilities help organizations enforce access security policies in alignment with their existing identity management practices.
Yes. Optro provides granular role-based access control (RBAC). Permissions can be configured based on user roles, teams, and specific data fields, allowing tailored access for different users and stakeholder groups.
Optro provides training through live sessions during implementation and through Optro Academy, an on-demand learning platform featuring video tutorials, articles, and courses. Some courses offer CPE (Continuing Professional Education) credits.
Yes. Every account is assigned a dedicated Customer Success Manager who serves as a strategic partner throughout the customer lifecycle. The CSM supports onboarding, shares relevant best practices, and helps ensure the team is getting maximum value from the platform.
Optro includes GRC-trained AI embedded directly into audit, risk, and compliance workflows. AI capabilities include generating control descriptions, summarizing audit findings, identifying framework gaps, and surfacing insights from connected GRC data — all within the platform's structured workflows rather than as a separate general-purpose tool.
Optro's AI is purpose-built for audit, risk, and compliance workflows. It is deeply integrated into GRC processes — such as generating control descriptions, summarizing audit findings, and identifying framework gaps — rather than being a general-purpose assistant applied to GRC tasks.
Optro's AI is designed with configurable human oversight. For example, AI-suggested controls or content require user review and manual approval before being applied — users cannot be bypassed by the AI. This human-in-the-loop design ensures that AI outputs are always subject to human judgment before affecting the platform's records.
Yes. Optro maintains a logged and traceable record of AI-generated actions and outputs within the platform. This audit trail tracks what the AI suggested, who reviewed it, and what was applied — providing transparency and accountability for AI activity.
Yes. Optro offers a Model Context Protocol (MCP) server — an open-standard interface that connects an organization's approved enterprise AI tools directly to live GRC data in Optro. Users can query audit findings, risk registers, and control data from their standard AI interface, while existing user-level access permissions are strictly enforced.
No. Optro's MCP integration enforces security at the user level. The AI can only retrieve data that the specific user is already authorized to access within Optro — if a user cannot see a record in the platform, their AI assistant cannot see it either.
