How work is organized, performed, and tracked
We can work directly inside your existing workspace or systems when required. This may include your accounting platform, CRM, document system, or internal tools.
When work is performed in an external system, progress, notes, and completion records are still tracked within our portal for transparency, accountability, and reporting.
Each client has a dedicated workspace with organized document cabinets, task visibility, and controlled access.
Tasks are assigned, reviewed, and approved through defined roles, ensuring accountability at every stage.
When work is performed in a client’s system, the outcome is referenced and documented inside FinHub for continuity and oversight.
Uploads, confirmations, and supporting files are stored alongside the related work for a complete record.
Clear status indicators show what is pending, in progress, or completed, without relying on email chains.
Administrative users have visibility across all workstreams, ensuring consistency and quality control.