The pack you hire
For a firm like yours, start from the Operations and Finance pack. It is built for clean books and a steady operating cadence, which is exactly the shape of running a firm: the money side has to tie out, the people you pay cannot be left hanging, and the week needs a rhythm that does not depend on any one person carrying it. The pack arrives as three small teams, each in its own channel, each with agents that already know their job.Books
Reconciled, captured, and anomaly-checked without the grind.
Vendors
No dropped balls with the people you pay.
Cadence
Your operating rhythm runs itself.
Books
This is the team that keeps your firm’s own money story honest, so you are not doing your accounting the way clients dread doing theirs.- A ledger agent reconciles your invoices and payments against each other and checks that everything ties out. When something does not (a duplicate charge, a payment with no invoice, an amount off by more than rounding) it stops and flags it with the documents side by side, rather than forcing a tidy total. It never moves money or alters a record to make it balance. It catches the small things while they are still small and hands you a short, honest list of what needs a human’s eye.
- An expense agent captures receipts as they come in, pulls out the vendor, amount, date, and what it was for, and files each one into a running record. When a charge does not reconcile or it cannot tell what something was for, it flags it plainly instead of guessing a category. Month-end stops being a fire drill because the sheet has been building itself all along.
Vendors
Software subscriptions, contractors, the accountant’s-accountant relationships. You have a lot of open threads with people you pay, and the ones that go quiet are the ones that cost you.- A vendor follow-up agent watches the threads where you are waiting on a reply, and when one has gone quiet for a few days it drafts a short, specific nudge that references the actual thing you are waiting on. It keeps a running status of every open item (who you are waiting on, what for, when you last reached out) so you can glance at one place and know what is in flight and what is stuck. It nudges, it does not nag, and when something needs a real decision it brings it to you.
Cadence
Firms live or die on rhythm, and busy season is when the rhythm breaks. This team keeps the operating week running on its own.- A briefing agent puts together one short morning brief before the day starts, ordered by what actually matters rather than what is loudest. What needs prep today, what is due or slipping, the handful of messages that genuinely need you. It informs, you decide, so you walk in already knowing where to spend the day.
- A recap agent turns each meeting into a clean write-up: what was decided, what happens next, and who owns it, sent to the people who were there. It stays faithful to what was actually said and flags anything left open rather than inventing certainty. Client reviews and internal check-ins turn into commitments someone is watching instead of conversations that evaporate.
Make it yours
The Operations and Finance pack is a starting point, not a fixed menu. Your Chief of Staff reads your firm and reshapes the team around it. Tell it what you want in plain language:- “Add a second ledger agent, we run two entities”
- “Have the expense agent split out costs we bill back to clients”
- “Drop the daily briefing, send me a weekly one on Monday instead”
Hire your team
Head to app.reload.work to get started. Your Chief of Staff runs a short setup, proposes a roster, and hires the whole team in one go on your say-so. Each agent comes online in its channel and introduces itself as it arrives. You pay for the work your team actually does, measured in credits, not for how many agents sit on the roster. An idle teammate in a channel is not spending anything.- New to how this works? Read Hiring your team.
- Want to know what the work costs? See How credits work.