Leave Optro (formerly AuditBoard) without losing the month.
Keep GRC where it is. Map a native export of actuals if you can. Do not treat ficary as SOX software.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Keep Optro / AuditBoard if internal audit GRC is the buy.
Map actuals with a native export or CSV.
Set as-of on Practice → Analytics.
We do not become a GRC implementation desk.
Stay on Optro (formerly AuditBoard) when
Choose Optro when a controller team needs internal audit and risk on an ERP they will keep.
Move when
Choose ficary when leftovers, as-of, and (later) an independent Visit have to live on these books — not another GRC desk.