Work Heartily exists to take the weight off founder-led businesses. A big part of that is equipping you and your leadership team with tools and tech that make running your company smoother, smarter, and more scalable.
If you’ve met with any of our executives lately, chances are you’ve gotten an earful about a new tool they’re obsessed with. We’re full-on “technology nerds” around here, and when we find something that actually makes running a business easier, faster, or more efficient… we can’t keep it to ourselves.
Here’s our list of current favorites. Consider this our gift to you as we kick off the holiday season!
Top Project & Workflow Tool
When your team is growing fast, and tasks live in texts, emails, Slack messages, and random notes… things break. Fast. Our top pick is ClickUp, built for teams that want everything in one place: tasks, SOPs, dashboards, goals, automations, and project visibility.
Why we love it:
The right workflow tool brings order to chaos, reduces decision fatigue, and keeps everyone aligned on what matters right now.
Top Financial Tool
Founders tell us all the time: “Our finances are fine…” The truth is, once your revenue climbs, “fine” can turn into friction fast. That’s where Relay comes in. It’s one of our go-to tools for modern, streamlined financial operations, built-in budgeting, spend controls, AP automation, and smart team permissions included.
Why we love it:
Clean, simple financial tools empower better decisions and give the founder fewer midnight surprises.
Top Communication Tool
If you think best on paper but need your world digitized, reMarkable is the perfect match. Handwritten focus, instant sync, secure storage, and simple team management all in one tool.
Why we love it:
ReMarkable delivers that paper-like focus you crave, without distractions, and keeps every note perfectly digitized and searchable.
Top Creative Tool
Descript is an all-in-one audio and video editing platform that makes editing as easy as editing a document. Upload your video or podcast, and it auto-transcribes your content so you can edit by simply editing the text.
Why we love it:
Cut transcripts, removing filler words, and generating share-ready clips in minutes so you can focus on content, not complexity.
Top Productivity Tool
Fyxer AI acts like a personal executive assistant in the cloud, organizing your inbox, drafting replies in your voice, and taking meeting notes so you can reclaim hours each day.
Why we love it:
It gives founders their time back by handling the nonstop admin that clutters their day.
Top Documentation & Delegation Tool
If everything lives in your head, your team can’t help you grow. Clear documentation gives everyone clarity—and gives you room to breathe. That’s why we recommend Notion, a flexible, all-in-one knowledge base for processes, training, and internal resources that keeps everyone aligned and empowered.
Why we love it:
Clear systems = consistent results. And less dependence on the founder.
Tools Alone Don’t Solve Everything
You can buy every tool on this list, but without leadership to implement, optimize, and maintain them, they can actually create more overwhelm.
That’s where fractional executives shine.
Work Heartily executives help founder-led companies:
- Audit the tools you already have
- Choose the right ones for your stage of growth
- Implement them without overwhelming your team
- Create accountability and clarity
- Build systems that support your next level
If you’re trying to grow, upgrade, or calm the chaos, the right tools can make things feel instantly lighter. We’re always just a conversation away if you want help choosing (or actually implementing) the right tools for your business.