Can your accounting system talk to Claude? A plain-English guide for operators: where your back office sits on the readiness ladder, what the AI stack costs, and three prompts you can run Monday.
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"Joltly has revolutionized our approach to energy investments, reducing accounts payable workflow by 50%. It has been a game changer for how we approach vendor relationships."
Wendi
President of Energy Investments
Written for operators and their accountants, not for engineers. Every page ends with something you can do this week.
Tools, agent, brain, books. Most back offices stop at step two. Find yours, and see why the payoff is step four.
Nine tools that earn their keep in an oil and gas back office, tiered from about $20 a month per person up to the ones that touch your books.
What an MCP is, and how Claude reads your bills, JIBs, revenue and JOAs through one connection.
AP aging, JIB variance and JOA review. Paste them into Claude this week, no Joltly required.
Score your accounting system, your data and your documents, and see which gaps to close first.
Our bookkeepers run your close on the Joltly platform, for one monthly price. Your AP, JIBs and revenue stay clean and current, and Claude can read every number and agreement from day one.
Get quick answers to common queries in our FAQs.
You only pay for what you use — no seat fees and no modules you don't need. Pricing is a monthly platform fee plus usage on documents processed, ACH payments, mailed checks, and the workflows you turn on. We size it to your actual monthly close so it scales with the work, not your headcount.
A smaller operator running 25 documents, 10 ACH payments, and 2 mailed checks a month would be priced on that exact volume. A larger operator at 100 documents, 50 ACH payments, and 10 checks pays predictably more. You always know what you're spending because it tracks the actual close.
Joltly connects directly to QuickBooks and Quorum On-Demand Accounting, and supports file-based export workflows for systems like PakEnergy and Integra. It manages accounts, items, vendors, partner mappings, JIB clearing, revenue liabilities, and netting accounts inside your existing setup.
Both sides of settlement. On expenses: invoice review, GL coding, approvals, JIB creation, ACH and check payments. On revenue: statement OCR, partner distributions, remittance emails, and netting between JIB receivables and revenue payouts — so your team replaces spreadsheet work and email follow-up during close.
Yes. Your wells, partners, revenue interests, GL mappings, approval flow, export formats, and partner-facing statements are configured per operator. Most customers go live on their existing chart of accounts and ERP setup — no rebuild required.
Faster than most teams expect. Your AP workflow can be live in less than a week — and you don't need to change your current accounting system. Revenue typically takes about two weeks. The only thing we need from you is a sample revenue statement so we can train the AI on your format.
We set up a Microsoft Teams channel or email channel for your team — whichever you prefer. You'll also get the founders' phone numbers for text messaging when you need a fast answer.
