Archer Audit Engagements & Workpapers vs AuditBoard (now Optro)

Archer Audit Engagements & Workpapers tracks the audit universe, engagements, workpaper documentation, testing, and results. It provides review and approval workflows for engagement and workpaper records, plus a centralized Audit Program Library and workpaper repository. Audit report and planning memo templates support documentation, while teams can manage findings and remediation plans with comment review. The product supports offline audit engagements and shares data with Archer risk and compliance functions, using existing risk and control data to help scope audits. Archer describes its broader Audit Management offering as combining audit planning, engagements, workpapers, and issues in one system. Archer Issues Management is a prerequisite for this product. It is positioned for enterprise audit teams, including heads of internal audit. Archer says its SaaS runs on AWS and has a 99.5% composite SLA; listed SaaS certifications include ISO 27001, ISO 27017, and ISO 27701, with encryption at rest and in transit. SaaS environments are commonly multi-tenant, while dedicated database infrastructure and single-tenant environments are available at additional cost. Pricing is on request.

AuditBoard, now Optro, is a paid AI-powered GRC platform connecting audit, risk, information security and compliance work. Optro AI uses GRC-focused models, configurable oversight and audit trails for AI activity. Audit workflows can assist with planning, sampling, evidence gathering, document annotation and continuous testing, while Optro Analytics schedules automated workflows and checks full data populations for control failures. A preloaded library contains more than 30 frameworks, including SOC 2, ISO 27001 and GDPR. Listed integrations include Power BI, Tableau, Oracle NetSuite, Workday, Paylocity, Jira, ServiceNow, Azure DevOps, Microsoft Teams, Slack, Google Drive and Microsoft Office. Access options include REST and SCIM APIs, an MCP server and secure PostgreSQL access to Optro data. Optro says its information security program is ISO 27001 certified and its application runs on cloud infrastructure meeting FedRAMP Moderate requirements. It says customer data is not used to train Optro AI or other models, with customers retaining control and ownership of inputs and outputs. Pricing is on request; flexible plans are tailored to business needs and include unlimited stakeholder licenses.