The short answer
Clark and Optro are both audit & risk tools. On published figures, Optro leads on larger reported customer base (50%+ of the Fortune 500 vs 35+ CPA firms, including CliftonLarsonAllen and Aprio). Best fit: Clark for CPA firms short on audit staff during busy season and Optro for enterprise internal audit and SOX teams coordinating many control owners and external auditors. Shortlist on fit, then compare quotes for the same scope.
Which should you choose?
Choose Clark if…
- you're among CPA firms short on audit staff during busy season
- you're among firms that want AI to own whole engagement areas, not just extraction
- you're among EBP and government audit practices looking to add capacity
- this Optro drawback matters to you: learning curve for advanced workflows and configuration
Choose Optro if…
- you're among enterprise internal audit and SOX teams coordinating many control owners and external auditors
- you're among upper mid-market companies replacing spreadsheets with structured audit and risk workflows
- you're among organizations unifying audit, ERM, IT risk, third-party risk and ESG on one data model
- you want a larger reported customer base (50%+ of the Fortune 500 vs 35+ CPA firms, including CliftonLarsonAllen and Aprio)
- this Clark drawback matters to you: no public pricing
At a glance
| Attribute | Clark | Optro |
|---|---|---|
| Starting price | Custompricing as of Nov 2026 | ~$21K/yrpricing as of Oct 2026 |
| Pricing model | Annual subscription, quote-based | Annual enterprise subscription, quote-based |
| Free trial | No public free trial is listed; book a demo. | No self-serve trial. Demo by request |
| Founded | Not disclosed (formerly uiAgent) | 2014 |
| Headquarters | New York, NY | San Francisco, CA |
| Funding | $16M total | Hg-owned (private) |
| Frameworks | SOC 1 Type 2, SOC 2 Type 2, ISO 27001; supports HIPAA and GDPR | 30+ |
| Coverage | US CPA firms | Not published |
| Integrations | SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email | 200+ |
| Customers | 35+ CPA firms, including CliftonLarsonAllen and Aprio | 50%+ of the Fortune 500 Leads |
| Rating | Not published | 4.6/5 on G2 (1,289 reviews) |
| Focus | AI audit staff for CPA firms | Enterprise Audit & GRC |
Figures are as published by each vendor or review site on the verification date. "Leads" marks the stronger published figure; it isn't a recommendation on its own.
Where each one leads
- Optro: larger reported customer base50%+ of the Fortune 500 vs 35+ CPA firms, including CliftonLarsonAllen and Aprio
Pricing compared
Clark pricing
Custom · pricing as of Nov 2026
Plan-level pricing not published.
Clark does not publish prices or plans. Firms book a demo and receive a quote. The 40% time savings figure on Clark's site is described as illustrative, not a measured average.
Free trial: No public free trial is listed; book a demo.
Optro pricing
~$21K/yr · pricing as of Oct 2026
- Single moduleFrom ~$21K/yr
Low end of Vendr range
One solution such as SOXHub or OpsAudit, unlimited stakeholder licenses, implementation support
- Typical deployment~$46K/yr
Vendr median, 86 purchases
Multiple modules across audit, SOX and risk, with shared controls and reporting
- Enterprise platform$100K+/yr
Upper Vendr range
Full connected-risk suite including ITRM, third-party risk, ESG and AI features
Optro doesn't publish prices. Its pricing page emphasizes unlimited stakeholder licenses, flexible module-based plans and included implementation services. Vendr reports a median contract of $45,947/year across 86 purchases, with observed contracts ranging from about $21,000 to $111,000 per year. Confirm practitioner seats, modules, AI entitlements, integrations and renewal terms before signing.
Free trial: No self-serve trial. Demo by request
Key capabilities
Clark
- Clerks (AI audit employees). Autonomous agents assigned to engagement areas that collect documents, run tests, draft workpapers and chase client follow-ups, with CPAs retaining review and sign-off.
- Ava AI teammate. The assistant firms interact with to assign work, review output and ask questions about an engagement.
- Material Intelligence. Clark's agent harness, document processing and multi-layer memory that keeps context across documents and over the course of an engagement.
- Excel add-in. Brings Clark's extraction and testing into Excel workpapers so staff can stay in their spreadsheets.
- Integrations and UI automation. Connects to SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel and email, and uses UI automation for client sites without APIs.
- Peer Review Guarantee. Clark pays capped damages and refunds that client's fees if an Ava extraction error or miss becomes a peer review finding; team overrides are excluded.
- Specialty audit coverage. Clark markets Clerks for employee benefit plan (EBP) audits and for firms expanding into government audits.
Optro
- SOX management (SOXHub). Risk assessments, control documentation, testing, control-owner workflows and reporting, with AI-assisted planning and fieldwork.
- Internal audit (OpsAudit). Risk-based audit planning, workpapers, evidence requests, testing, issues and reporting with configurable workflows.
- Enterprise risk (RiskOversight). Enterprise and operational risk registers, assessments, mitigation plans, risk appetite and scenario analysis.
- IT and cyber risk (ITRM). Assess and prioritize IT assets and cyber risks, quantify financial impact, and track vulnerabilities and remediation.
- Third-party risk. Vendor tiering, due-diligence questionnaires, report collection, and findings tracking with AI-assisted reviews.
- ESG reporting. Collect and verify ESG metrics and evidence, map them to CSRD and SASB-aligned disclosures, and link them to ERM.
- AI and agents. AI drafting, document analysis, evidence processing and test assistance with configurable human oversight.
Pros and cons
Clark
Pros
- Clerks own engagement areas end to end, from document requests to draft workpapers
- Peer Review Guarantee puts money behind extraction accuracy
- SOC 1 Type 2, SOC 2 Type 2 and ISO 27001, with no training on customer data
- Named mid-market and top-25 CPA firm customers
Cons
- No public pricing
- Young company with $16M raised in total
- The 40% time savings figure is illustrative, not a measured average
- Built for US CPA firms; not aimed at internal audit teams
Optro
Pros
- Intuitive for auditors and occasional control owners alike
- Centralized workpapers, evidence and issues replace spreadsheet sprawl
- Strong SOX workflows and live status dashboards
- Responsive customer support and frequent product releases
Cons
- Learning curve for advanced workflows and configuration
- SOX scoping hierarchy can feel rigid across multiple ERPs
- Limits on reporting and field customization
- Opaque, enterprise-level pricing makes it poorly suited to small teams
How they're similar
- Both are listed in our audit & risk directory.
- Both highlight integrations with Microsoft Teams.
- Both use quote-based pricing, so the final price depends on scope and negotiation.
How they differ
- Focus
- Clark: AI audit staff for CPA firms
- Optro: Enterprise Audit & GRC
- Pricing model
- Clark: Annual subscription, quote-based
- Optro: Annual enterprise subscription, quote-based
- Starting price
- Clark: Custom
- Optro: ~$21K/yr
- Founded
- Clark: Not disclosed (formerly uiAgent)
- Optro: 2014
- Headquarters
- Clark: New York, NY
- Optro: San Francisco, CA
- Funding
- Clark: $16M total
- Optro: Hg-owned (private)
- Listed only for this tool
- Clark: Audit automation, AI agents, Workpapers, CPA firms, Employee benefit plan audits, Government audits +2 more
- Optro: SOX, Internal Audit, ERM, Operational Risk, IT Risk, Cyber Risk +7 more
Frequently asked questions
Is Clark cheaper than Optro?
+
The published prices can't be compared directly (they are quote-based, use different billing units, or aren't published), so request quotes for the same scope. Clark: Custom (annual subscription, quote-based). Optro: ~$21K/yr (annual enterprise subscription, quote-based). (Clark pricing pricing as of Nov 2026; Optro pricing pricing as of Oct 2026.) Total cost depends on plan, company size and add-ons.
Which is better for startups, Clark or Optro?
+
Clark's published positioning doesn't single out startups; its first best-fit group is "CPA firms short on audit staff during busy season". Optro's published positioning doesn't single out startups; its first best-fit group is "Enterprise internal audit and SOX teams coordinating many control owners and external auditors". Neither answer replaces a quote for your headcount and scope.
Can I switch from Clark to Optro?
+
Yes. They are separate products, so switching means setting up Optro and reconnecting your systems. Both list integrations with Microsoft Teams, so those connections are available on either side. Check your Clark contract term and renewal date before you commit. Data migration tooling isn't covered in our sources, so ask Optro whether it can import your Clark data.
Does Clark or Optro have more integrations?
+
Clark: SharePoint, Box, Google Drive, QuickBooks, Slack, Teams, Excel, email; Optro: 200+. Vendor counts are self-reported and define "integration" differently, so check that the specific systems you use are supported.
How do Clark and Optro reviews compare?
+
Clark: no rating in our data; Optro scores 4.6/5 from 1,289 reviews on G2. Ratings are third-party review-site data, not our own testing.
Do Clark and Optro offer a free trial?
+
Clark: No public free trial is listed; book a demo. Optro: No self-serve trial. Demo by request.
Go deeper
Clark
Audit & Risk
Optro
Audit & Risk
Sources
Vendors change pricing and features often, so confirm with each vendor before buying. How we research
Clark
Last verified
Work at one of these companies or spot something out of date? Suggest a correction. We check every report against a public source and update the page, usually within a few days.