What should be billable under contract terms and reimbursement rules.
ORS Finance Reconciliation is a dedicated operating surface for finance and study leadership. It keeps the public ORS website clean while giving the business a separate app for contract logic, system build review, operational completion, invoicing, collections, and payer-side status.
What should be billable under contract terms and reimbursement rules.
What CRIO financial build and operational reporting say should forecast or has occurred.
What was invoiced, paid, credited, open, or aging in accounting.
What sponsor or CRO systems show as pending, approved, rejected, or remitted.
This app needs uploads, integrations, auth flows, and internal operating logic. That belongs next to the ORS site, not inside the public marketing surface.
The dedicated production domain is optimalresearchfinance.com, separate from the main ORS website but still clearly tied to the business.
This hosted version is the public trust and integration shell for QuickBooks app review while protected reconciliation work remains behind internal controls.
Monthly high-level views for generated revenue, invoiced revenue, cash collected, pending portal balances, and forecast gaps.
Drill into each study for CTA rules, missed billing events, stale invoices, forecast exceptions, and portal discrepancies.
Compare CTA terms to CRIO or Looker build logic so configuration drift is visible before it becomes a cash issue.