This policy explains how Owens Services LLC (“Owens Services,” “we,” “us,” or “our”) handles information in the OSI Monthly Reporting application. The application is a private financial reporting tool for Owens Services and authorized operating businesses.
Information we access and collect
When an authorized administrator connects a QuickBooks Online company, the application may access company identifiers and company information, the chart of accounts, classes, and financial reports such as profit and loss statements. We also receive OAuth access and refresh tokens from Intuit so the application can make authorized report requests. We record limited operational information, including connection status, report pull dates, archive identifiers, and error or audit events.
How we use information
We use QuickBooks data only to produce, reconcile, archive, and compare monthly and year-to-date financial reports; apply approved account and class allocation rules; investigate reporting differences; and maintain an audit history for authorized users. We do not sell QuickBooks data, use it for advertising, or use it to build unrelated products.
Sharing and service providers
Information is available only to authorized Owens Services users and service providers that host, secure, store, or operate the application. Those providers process information on our behalf. We may also disclose information when required by law or when necessary to protect the application, its users, or our legal rights.
Security
The application uses encrypted HTTPS connections. QuickBooks access and refresh tokens are encrypted before storage. Financial reports and connection tools are access-controlled, and administrative activity is recorded. No security system can guarantee absolute protection, but we use reasonable safeguards appropriate for private financial reporting.
Retention, disconnection, and deletion
Connection credentials are retained while a QuickBooks connection is active. If access is revoked or a company is disconnected, the application stops using those credentials and they are removed during credential cleanup. Archived reports and audit records may be retained for accounting, reconciliation, legal, and business recordkeeping. They are removed when no longer needed under Owens Services’ retention practices or in response to an authorized deletion request, subject to applicable record-retention obligations.
An authorized business representative may request access, correction, disconnection, or deletion by emailing owners@osi-na.com. We may verify the requester’s authority before acting on a request.
Cookies
The application uses a necessary, secure session cookie to recognize an authorized dashboard session. It does not use advertising cookies.
Policy changes
We may update this policy as the application, its providers, or legal requirements change. The date at the top identifies the current version. Material changes will be communicated to authorized users when appropriate.
Contact
Owens Services LLC
Email: owners@osi-na.com