Your weekly close, handled.
CEOTXT collects KPI updates, follows up on gaps, and emails you the close with a secure link. Owners reply through the link or by SMS where supported.
The operating cadence
Collect, verify, escalate, report.
CEOTXT
A weekly brief by email and, where supported, SMS: what is on track, what slipped, and where to act.
Report by link or text
Owners report by secure link or, where supported, SMS. Get the completed report without another app or login.
Ask CEOTXT
Ask about a KPI, owner, or week. Get answers from your data and links to the relevant view.
Autopilot
Choose the level: suggestions, queued actions for approval, or autonomous execution. Actions are logged.
Clear ownership
Assign one owner and backup per KPI. Reminders escalate and backups step in when reports are late.
Weekly cadence
Set a close day and time. Each week, the agent reminds, collects, follows up, and delivers.
Auto-pull integrations
Connect Stripe, QuickBooks, Google Analytics, HubSpot, or Shopify to pull their KPI data each week.
Slack and calendar
Send nudges and CEOTXT to Slack. Add reporting deadlines to your calendar with a standard feed.
Computed KPIs
Calculate margins, ratios, and rates from reported numbers with locked formulas, no spreadsheet.
Reliability tracking
Track each person's on-time rate week over week and spot where follow-up is needed.
Portfolio view
Roll client closes into one ranked view across companies: on track, slipped, or not reporting.
9 Core KPIs
Start with Revenue, Cash, Pipeline, Burn Rate, Customers, Churn, NPS, Team Size, and Runway.
Audit trail
Review a log of submissions, corrections, and agent actions.
Auto roll-ups
Roll weekly numbers into monthly and quarterly views for board prep.
Your AI, connected
Connect Claude or ChatGPT through MCP. AI teammates can own and report KPIs on your team's cadence.
