Study onboarding
Upload CTA files, map sponsor or CRO names, assign portal source, and confirm expected billing model per study.
The app is designed as a lightweight front door for the spreadsheet engine and approved API pulls used by ORS finance operations. Public pages support registration and trust review. Internal pages handle authorized uploads, system refreshes, reconciliation review, and export.
Upload CTA files, map sponsor or CRO names, assign portal source, and confirm expected billing model per study.
Run Looker extracts, QuickBooks Online accounting pulls, and portal imports into a common reconciliation model with dated snapshots.
Flag missing billables, unpaid invoices, rejected portal items, build mismatches, and revenue forecast variance.
Generate polished spreadsheet outputs for leadership review, monthly operating rhythm, and study-by-study follow-up.
/studies study registry and CTA upload tracking/runs refresh history and connector job results/exceptions unresolved reconciliation items/exports downloadable spreadsheet packagesoutputs/Revenue_Reconciliation_Shell.xlsxsync_looker_reconciliation.pyquickbooks_api.py