Optimal Research Sites, LLC • ORS Finance Reconciliation
Security

Data handling approach

This app is intended for internal business use by limited authorized users. Public pages describe the app; sensitive data handling belongs behind authenticated operations workflows.

Public surface

  • home
  • privacy
  • terms
  • launch, connect, and disconnect pages
  • support contact and company address

Protected surface

  • CTA uploads
  • connector secrets and tokens
  • reconciliation workbooks
  • study-level finance review

QuickBooks handling

  • uses QuickBooks Online Accounting permission for approved finance pulls
  • does not request QuickBooks Payments permission
  • does not expose connector secrets or tokens on public pages
  • does not sell connected data

Industry use

  • supports clinical research business finance operations
  • is not a patient recruitment, patient engagement, or medical care app
  • is not intended to collect patient health information on public pages
  • is hosted on the dedicated ORS finance domain