Ask Lou

Presentations & Exports

The Presentation Wizard, and PDF and Excel exports.

  1. The Presentation WizardTell Lou who you're presenting to and what you need, and he builds a PowerPoint deck from your own numbers.
  2. PDF and Excel exportsEvery statement and schedule exports to PDF and Excel, with your logo and the options your bank or board expects.
  3. Emailing a reportSend a statement, KPIs, a budget or a forecast straight from Ask Lou, with the file attached.