The Tech Stack Audit Every Agency Should Do Before EOFY

There’s no better time to tidy up your agency’s tools than at EOFY

End of financial year isn’t just about reports and receipts. It’s the perfect excuse to clean house, starting with your tech stack.

Because let’s be honest: most agencies aren’t using half the tools they’re paying for. And the ones that are being used? They’re often patched together with workarounds and wishful thinking.

EOFY is your moment to pause, audit, and rebuild a ‍ that actually works for where your agency is today.

Why tech stack bloat quietly holds agencies back

Unused platforms. Duplicate subscriptions. Manual gaps between tools. These things don’t just cost money, they cost momentum.

Every tool in your stack should save time, improve delivery, or make the client experience smoother. If it’s not doing that, it’s just noise.

A bloated or disconnected tech stack can:

• Drain budget through forgotten subscriptions
• Cause delivery delays through disconnected systems
• Frustrate teams with duplicate data entry
• Confuse clients with inconsistent experiences

Signs it’s time to audit your stack

You don’t need spreadsheets to know your stack needs work. If any of these sound familiar, it’s time:

• “Oh, we still have that subscription?”
• “I think Jane uses that tool, maybe?”
• “We still send those reports manually.”
• “Our devs use one platform, the designers use another.”
• “We have a tool for that… but no one uses it.”

How to run a smart, simple tech stack audit

This doesn’t need to take days. Set aside a couple of focused hours and:

1. List every tool you pay for (even the little ones)
2. Group them by function (billing, delivery, comms, etc.)
3. Ask: Who uses this? How often? Would we buy it again today?
4. Look for gaps (manual tasks, messy handovers)
5. Spot overlaps (multiple tools solving the same problem)

Cut, keep, or upgrade?

Once you’ve done the audit, make the call:

• Cut what’s not used or not worth it
• Keep what’s working and well adopted
• Upgrade what’s almost right, but needs better integration or features

Don’t forget your billing stack

One of the most overlooked areas in a tech audit? Billing.

Many agencies still use outdated or manual billing systems. They’ve always worked, sort of. But as your agency grows, your billing process should grow with you.

Look at your billing tools with fresh eyes:

• Can they automate milestone billing?
• Do they integrate with project management?
• Can clients understand them easily?
• Can you forecast revenue with confidence?

If your billing process still relies on spreadsheets, email follow-ups, or memory, you’re not just risking cash flow—you’re holding back scale.

Upgrading to a connected, automated billing system makes it easier to stay on top of revenue, avoid manual errors, and keep momentum between milestones. It’s a practical, high-impact step in any smart tech stack refresh.

EOFY is your reset button

You’re already thinking about what worked this year and what didn’t. Why not do the same with your systems? Better tools don’t just save money, they save time, simplify delivery, and set your agency up for smoother growth.

Let your tech stack support the business you’re building, not the one you outgrew.