One text at 7 AM with cash, sales, open quotes and problems. The daily owner briefing.
Valuexus Autopilot › Daily owner briefing
You open five apps every morning to find out how the business is doing, and you still miss the one thing that mattered. Or you skip the apps and run on gut feel until something breaks.
We build a daily briefing that pulls from your accounting, your bank, your CRM and your job software and sends you one text at 7 AM: cash in the bank, yesterday's sales, open quotes, overdue invoices, and anything that needs you today.
Valuexus Autopilot builds this for you for $997 a month, live in about 24 hours, no contract, pause or cancel anytime.
Put your morning numbers on autopilot — $997/mo → See full Autopilot details →
What we build
- Connects to QuickBooks or Xero, your bank, your CRM or job software, and anything else you check in the morning.
- One short text or email at the time you choose. Five to eight lines. No dashboard to open.
- A 'needs you today' line: the overdue invoice, the stuck job, the lead nobody called back.
- A weekly version on Monday with the week's totals against last week.
- Add a second recipient, such as your general manager or your partner.
What changes for you
- You know how the business is doing before you finish your coffee.
- The one thing that needed you today gets done today.
- You stop opening five apps and start reading one text.
How the first day goes
- Subscribe. Your request board opens inside your Valuexus account, usually within the hour.
- Add this as your first request. Write a few lines, attach a document, or record a quick screen video.
- We build and test, you approve the wording, and the request goes live, in about 24 hours on average.
- Not right yet? We keep adjusting until the request works the way you want.
What you get
- $997 a month. Get 50% off your first month ($498.50) with code WELCOME50.
- Unlimited requests, built one at a time, live in about 24 hours on average.
- Up to 2 team members on the account.
- Built in your own accounts. 100% yours, even if you cancel.
- Pause or cancel anytime. Not happy in the first week? 75% back, no questions asked.
- Built by our in-house team, led by our founder Hunter. Never outsourced.
Put your morning numbers on autopilot — $997/mo → See full Autopilot details →
Watch the 15-minute walkthrough. No calls. Watch it whenever you want.
Questions owners ask
What goes in the briefing?
Whatever you would check yourself. Most owners start with cash, sales, open quotes, overdue invoices and new leads, then add and remove lines as they go.
Can I change the time or get it by email instead?
Yes. Text, email or both, at any time you choose, any day you choose.
What if my data lives in a spreadsheet?
That works. If your numbers live in a Google Sheet or Excel file, the briefing can read from there.
Can my manager get a different version?
Yes. You can get the owner version with cash and your manager can get the operations version with jobs and leads.
What does the software cost on top of the $997 a month?
Usually a small monthly amount in your own accounts. Before anything goes live we show you the expected cost and set a spending limit with you.
More ways to put your business on autopilot
P&L in plain English · A business that runs without you · See every solution on the Autopilot page
Updated October 23, 2026. Written by the Valuexus team, Saint Petersburg, Florida. Questions? Email hello@valuexus.com.