Outsourced CFO
BAS Digital product · transparency of work

Client hub: all the work in one window

A personal portal for your project: what we’re doing, where the roadmap stands, what was agreed at meetings, where the reports are and when the month is closed. Opens in a browser, available to you and your team at any time — no need to ask anything in chat.

Discuss implementation

Overview page

Status, project health (an honest traffic light), the team with a “contact” button, and your side’s contacts with roles: who makes decisions, who is in daily contact.

clienthub.basdigital.cz — client portal (illustrative data)
[Client]ActiveImplementation + Subscription
OverviewRoadmapAreasCommunicationFiles and reportsAgreementsCustomisationsCloses
Project status
PackageImplementation + Subscription
HealthAmber
Open blockers0
Our team on the projectContact us
CFOmethodology, closes, strategy
Finance leadweekly/monthly closes, reports
BAS specialistcustomisations, access, integrations

Eight sections — the whole project kitchen

RoadmapImplementation phases with specific tasks and statuses: done · in progress · next step
AreasAccounting maturity scorecard: which area is at which level and what we’re growing
CommunicationA summary of every meeting and call: participants, decisions, deadlines
Files and reportsTransaction map, procedures, weekly and monthly — all in one place
AgreementsWorking rules, key dates, the client’s team — what has been recorded
CustomisationsTechnical tasks on the system: in progress · done · planned
ClosesStatus of every week and month: open · in progress · closed
RisksProject errors and risks — not hidden, shown with a status

Agreements no longer get lost

Every meeting leaves a trace: who attended, what was decided, who owes what and by when. A month later there’s no argument of “we agreed otherwise” — there’s a record.

Communication → Meetings · example, illustrative data
17 JuneIn-person meeting
OwnerPMAssistantBAS team
Accounting, payment calendar, taxes
  • The payment calendar is the owner’s main tool
  • Tax and payroll requests entered through year-end
  • Assistant’s access set up
10 JuneCall
OwnerBAS team
Division of responsibility
  • Some transactions are handed over to the client’s assistant
  • Training deadline 30 June; from 1 July runs the database independently
  • Recorded who is responsible for what

Close status — you can see whether your month is closed

No magic of “we’re closing something over there” — only explicit states. The “Closed” status is a promise: this period’s figures will no longer change retroactively. If something in the past had to be corrected, you learn about it explicitly, from the immutability check.

1OpenWork not started
2In progressSome tasks done
3ReadyAll checklist tasks done
4ClosedPeriod frozen from edits

What you get

You always know what you’re paying forA roadmap with tasks and statuses — progress is visible without asking “send an update”.
Decision history in one placeMeeting summaries replace digging through correspondence — agreements don’t dissolve in chats.
One address for everythingReports, procedures, transaction map, close statuses — the client’s team doesn’t ask “where’s the file”.
Transparency both waysWe show health status and risks even when they’re amber — trust isn’t built on gloss.

Honestly: what it does not do

—The hub is a young product and is filled in stages: for some clients the “Areas” and “Customisations” sections are still empty. The core — overview, roadmap, meetings, files — works.
—The hub shows statuses and agreements but doesn’t replace the reports themselves — the numbers live in the weekly/monthly and in the accounting system.
—The portal is only as useful as our discipline in maintaining it — which is why filling the hub is built into our procedures.

The portal opens with the project

From the first week of implementation you have a link, a login and the full picture of the work. It’s part of the BAS Digital standard, not a paid option.

Discuss implementation

Other tools of the methodology

Area maturityBAS Digital methodology · basis for the audit and roadmapLearn more →Transaction mapBAS Digital product · part of implementationLearn more →Report mapBAS Digital product · part of implementationLearn more →Checklists and reconciliationsBAS Digital product · accounting disciplineLearn more →SOP: work standardsBAS Digital product · procedures and trainingLearn more →Weekly and MonthlyBAS Digital product · core of the subscriptionLearn more →Financial modelBAS Digital product · “Planning” packageLearn more →Niche reportsBAS Digital service · Market IntelligenceLearn more →