What this application does

RTS Portfolio Finance reads Profit & Loss figures from the QuickBooks Online companies we operate, so that period reporting across the portfolio can be produced from one place instead of by hand.

It runs on a schedule on a single company-controlled computer. There is no website to log in to, no mobile app, and no public sign-up — this page exists because Intuit requires every connected application to publish one.

What it reads

• Company profile — the company name, used to confirm we are reading the right books
• Profit & Loss reports for a requested date range

What it never does

• It never writes. No invoice, bill, payment, customer or journal entry is ever created, changed or deleted. Every request method other than a read is rejected by the software itself
• It does not read customer records, employee records, payroll detail, or bank and card numbers
• It does not send QuickBooks data to any third party