Entrepreneur Ecosystem
Technology Readiness Guidance

Tech Stack Audit for business owners

Answer a few questions. See the main tools and gaps to review before you spend more on software.

Current tools
Gaps to fix
Budget fit

Check your tech stack

Answer 4 questions. Get a basic plan.

Step 1 of 4 25%

What type of business do you run?

We'll use this to filter industry-specific tools.

Restaurant / Food Service
Retail
Healthcare
Construction / Trades
Transportation / Trucking
Professional Services
Manufacturing
Other

How big is your team?

This keeps the tool list sized correctly.

Solo
Just me
2 – 10
Small team
11 – 50
Growing team
50+
Established business

What's your monthly tech budget?

We'll prioritize free or low-cost tools when budget is tight.

$0 – $100
Free & scrappy
$101 – $500
Lean but investing
$501 – $2,000
Growth-ready
$2,000+
More room to invest

Where do you feel the most pain? (pick all that apply)

We'll prioritize tools that solve your biggest headaches first.

Accounting / Bookkeeping
Point of Sale
Customer Management
Marketing / Social
HR / Payroll
E-commerce
Cybersecurity
Communication / Collaboration

Recommended next steps

Based on your answers

ECO
Implementation plan
Build a 30/60/90 day plan from these results.
Need financing?
Check whether financing fits your next tech purchase.
Explore Financing

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.

QuickBooks FreshBooks Wave (Free) Xero

Point of Sale

Sales and inventory

Track sales, payments, inventory, and daily reporting in one place.

Square Toast Clover Lightspeed

Customer & CRM

Contacts and follow-up

Keep contacts, leads, notes, and follow-ups in one system.

HubSpot Salesforce Zoho CRM Mailchimp

Marketing & Social

Content and outreach

Plan content, send campaigns, and track basic customer response.

Canva Hootsuite Mailchimp Google Analytics

Operations & HR

Team and tasks

Handle payroll, scheduling, project work, and employee records.

Gusto ADP Asana Monday.com

Security & IT

Access and backups

Manage passwords, access, backups, devices, and basic security.

1Password Google Workspace Cloudflare Backblaze

Market Intelligence

Market data

Use market data when planning products, expansion, or financing.

manf.us IBISWorld Census.gov BLS.gov
SBA Financing Available

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
Explore Financing Options
$5M
Max 7(a) loan
10yr
Repayment term
SBA
Certified CDC
CA·AZ·NV
Service area
7
Core areas

Finance, sales, CRM, HR, security, data, operations

8
Industry paths

Simple starting points by business type

Free
Assessment

No payment required to use the page

4
Questions

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.