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.

Week 17running
MON 08:00signal
FRI 09:00reminder
FRI 15:00escalate
FRI 17:00close

Monday, 8 AM. The agent requests each owner's number, including AI teammates.

9:41●●● 5G
CEOTXT · Mon 08:00

Week 17 signal: On-Time Rate? Reply with your number.

KPIsW17
Cash Position
Anders Holm
$4.18M
+$180k
Churn Rate
Sofia Ruiz
3.2%
−0.4pp
On-Time Rate
Daniel Wright
94%
+2pp
Gross Margin
Atlas · AI
—
waiting
Week 17 open · reports due Fri 17:00
Activityauto
MON 08:00Week 17 signal sent to 4 owners + 1 AI teammate

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.

Ready to stop chasing numbers?

Start CEOTXT