Systems & Stack Audit
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Quiz namequiz-slug
systems-and-stack-audit-q1
Firmographic
What accounting software do you use?
None / spreadsheets only
Xero or QuickBooks
NetSuite or similar mid-market ERP
Custom-built system
Multiple systems, not fully connected
systems-and-stack-audit-q2
Firmographic
How many systems does data have to move between to produce reporting?
Just 1
2 – 3
4 – 5
6+
Don't know
systems-and-stack-audit-q3
Diagnostic
How much manual work is needed to produce monthly reports?
Entirely manual, hours of work
Mostly manual with some shortcuts
Partly automated
Mostly automated, light manual review
Fully automated, real-time
systems-and-stack-audit-q4
Diagnostic
Do your systems talk to each other (integrations)?
No integrations at all
A couple of basic integrations
Some systems connected
Most systems connected
Fully integrated stack
systems-and-stack-audit-q5
Diagnostic
How often do you find errors caused by manual data entry?
Frequently
Fairly often
Occasionally
Rarely
Never — automated checks catch issues
systems-and-stack-audit-q6
Diagnostic
Can you access live financial data without asking someone to pull a report?
No — always have to ask
Sometimes, with delay
Yes, for basic metrics
Yes, for most metrics
Yes — full self-serve dashboard
systems-and-stack-audit-q7
Diagnostic
How well does your stack support multiple entities or currencies (if relevant)?
Not at all / not supported
Manual workarounds needed
Partially supported
Well supported
Fully automated consolidation
systems-and-stack-audit-q8
Diagnostic
How much time is spent reconciling data between systems each month?
Many hours
Several hours
An hour or two
Minimal
None — automated reconciliation
systems-and-stack-audit-q9
Diagnostic
Could a new hire understand your finance systems within a week?
No — highly dependent on one person
Would take a long time
Would take some ramp-up
Fairly quick to onboard
Fully documented, quick to onboard
systems-and-stack-audit-q10
Diagnostic
How future-proof does your current stack feel as you scale?
Already struggling
Showing strain
Okay for now
Built to scale reasonably well
Built to scale with confidence
Systems & Stack Audit
systems-and-stack-audit
Manual & Fragile
Your finance stack depends heavily on manual effort and one or two key people — a real operational risk.
Errors and delays are likely more frequent than you realise
This is fragile in a way that shows up badly under pressure
Fixing the stack usually pays back fast in time saved
Patchwork Stack
You've got real tools in place, but they don't talk to each other well enough yet.
Reconciliation is quietly eating hours every month
A few targeted integrations would remove most of the pain
Worth mapping exactly where data breaks down
Mostly Connected
Your systems are in reasonable shape — the remaining gains are about polish and automation, not rebuilding.
You're ahead of most companies at your stage
Self-serve reporting is close to within reach
Worth tackling the last manual steps
Systemised & Scalable
Your finance stack is a genuine asset — built to scale rather than just to cope.
This is a real competitive advantage
Worth benchmarking against best-in-class peers
Consider what the stack needs to look like at 2–3x your current scale