Ask Lou

The Task List

Everything that needs you next, in one place at the top of every page.

Task ListOutstanding items requiring attentionSETUPOnboarding3/5Import your dataCompleteAdd your fixed assetsCompleteAdd your loans & debtsNeededResume setup ›COMING UPOnboarding session with our teamTue, Nov 4 · 10:00 AMIn 2 daysSUPPORTWaiting on youP-TKT-00042Question about your September importOpen in Settings ›More sources coming soon — budgets, forecasts, and account mappings.

Opening it

Choose the checklist icon at the top right of any page. A number beside it tells you how many things are waiting.

What it shows

Only what applies to you right now:

  • Setup: each onboarding step (signing your agreements, importing your data, adding fixed assets, adding loans and debts, setting up your account mappings), with what's done and what's next. Resume setup takes you straight to the next step.
  • Coming up: calls and sessions booked with our team, with how long until each one.
  • Support: support tickets waiting on a reply from you. Choose one to open it.

When there's nothing to do, it's empty.

What's next for it

We're adding alerts from your financial pages: when Ask Lou finds something in your numbers worth a look, it will appear here.