Tech Stack Audit for business owners
Answer a few questions. See the main tools and gaps to review before you spend more on software.
Check your tech stack
Answer 4 questions. Get a basic plan.
What type of business do you run?
We'll use this to filter industry-specific tools.
How big is your team?
This keeps the tool list sized correctly.
What's your monthly tech budget?
We'll prioritize free or low-cost tools when budget is tight.
Where do you feel the most pain? (pick all that apply)
We'll prioritize tools that solve your biggest headaches first.
Recommended next steps
Based on your answers
Browse by Category
Common areas to clean up first.
Accounting & Finance
Books, invoices, payroll
Keep records clean and ready for tax, lending, and management review.
Point of Sale
Sales and inventory
Track sales, payments, inventory, and daily reporting in one place.
Customer & CRM
Contacts and follow-up
Keep contacts, leads, notes, and follow-ups in one system.
Marketing & Social
Content and outreach
Plan content, send campaigns, and track basic customer response.
Operations & HR
Team and tasks
Handle payroll, scheduling, project work, and employee records.
Security & IT
Access and backups
Manage passwords, access, backups, devices, and basic security.
Market Intelligence
Market data
Use market data when planning products, expansion, or financing.
Need financing for a tech purchase?
If software, hardware, or systems work is part of your growth plan, check the financing path before you commit.
- SBA 7(a) financing may support eligible technology investments
- Review budget, documents, and timing before moving forward
- Use Finance AI to organize the next capital question
Finance, sales, CRM, HR, security, data, operations
Simple starting points by business type
No payment required to use the page
Business type, team, budget, and pain points
Start with the basics
Use the assessment, then request a Tech Stack Audit when you need help choosing or implementing tools.