Documentation
How each part of Ask Lou works, step by step, from your first sign-in to your security review.
Getting Started
Your account, your company setup link, and finding your way around.
4 articlesConnecting Your Data
QuickBooks, trial balance uploads from any accounting system, and mapping.
4 articlesFinancial Statements
Trial balance, balance sheet, income statement, cash flow, and templates.
6 articlesAssets, Debts & Reconciliation
Fixed assets, loans, and the mappings that tie your cash flow out.
6 articlesBudgets & Forecasting
Set budgets, track them, and forecast what's next.
5 articlesKPIs & Scorecard
Your KPIs, your scorecards, and asking Lou about them.
5 articlesAsk Lou
Asking Lou questions, where his answers come from, and approving his changes.
4 articlesPresentations & Exports
The Presentation Wizard, and PDF and Excel exports.
3 articlesCompanies, Team & Roles
Multiple companies, Relations, roles, and inviting your team.
5 articlesGetting Help
Support tickets and how to reach us.
4 articlesSecurity & Privacy
How we protect your data, and the documents to share with your reviewers.
4 articlesCan't find what you need? Email support@priorsolutionsllc.com.