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Episode 2 | How Wildhorse Operating streamlined backoffice with Joltly

Talk about the transition that Wildhorse Operating took from OpenInvoice to Joltly.

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Case Study #2: How Wildhorse Replaced OpenInvoice with Joltly

Company: Wildhorse Operating
Industry: Oil & Gas (Upstream Operator)
Core Systems: Quorum ODA, previously OpenInvoice
Interviewee: Maurice Fell

Company Background

Wildhorse Operating is a multi-generational, family-office-backed oil and gas operator with assets across Oklahoma, Texas, and Kansas. Maurice Fell is a fourth-generation oilman with roots in Tulsa and experience across land, operations, and business development roles at companies like Nichols Brothers, Exponent, and Nadel and Gussman.

Wildhorse’s operations are lean by design. They manage operated assets and a growing mineral portfolio with a small team—and their ability to scale without adding headcount depends heavily on smart systems and automation.

“We had employees who would print something, scan it, and then email it. That’s just the nature of our industry.”
— Maurice Fell

Pre-Joltly Workflow: The OpenInvoice Era

Before switching to Joltly, Wildhorse was relying on a tech stack that included:

  • OGsys (Quorum’s SQL-based accounting platform) as the core ERP
  • OpenInvoice (by Enverus) for invoice management
  • Third-party outsourcing for AP data entry and coding

This setup had some strengths—OpenInvoice offered decent document visibility and basic coding tools—but the cracks started to show as Wildhorse tried to grow.

Key Problems:

  • Vendor Onboarding Bottlenecks
    OpenInvoice made it difficult for small vendors to submit invoices. Many of Wildhorse’s vendors are mom-and-pop teams (e.g., a husband driving a water truck and a wife sending the invoice). OpenInvoice's rigid onboarding process created friction and poor vendor experiences.
  • Slow, Expensive Support
    When issues arose, Maurice often had to chase down six different people just to talk to someone about their OpenInvoice account. The support model was siloed and impersonal.
  • High Integration Costs
    OpenInvoice charged premium rates to integrate with Quorum ODA. Even basic automation came at a steep price, which limited Wildhorse’s flexibility.
  • Outsourcing Limits
    Outsourcing AP seemed like a good idea—but the hourly billing added up fast. If someone had to stay late during close, costs spiked. It also slowed iteration and removed control from Wildhorse’s core team.
  • No Room to Scale
    Back-office staff were tapped out. Onboarding new assets under the existing system would have been impossible without major staffing changes or process overhauls.

“They got everything done—but if we wanted to scale, it was never going to happen with the way things were getting done.”
— Maurice Fell

The Shift to Joltly

Maurice discovered Joltly in a place he didn’t expect—on Energy Finance Twitter (EFT). After clicking a link and filling out a form, he was in direct contact with Joltly’s founder, Harrison Chamberlain, and CTO Tyler Goodell within 24 hours. Three days later, Wildhorse was fully integrated:

  • Real-time sync with Quorum ODA via API
  • Live mapping of chart of accounts, wells, vendors
  • Instant invoice ingestion via email (no vendor portal needed)
  • Custom feature support directly from the founders

The migration was seamless—and fully functional within a few days.

Post-Joltly Workflow

Here’s how things work now:

Breakdown of Joltly Workflow

“Within 3–4 days, we were fully connected to ODA. Everything was mapping. We aggressively tested the system, and Joltly made changes overnight.”
— Maurice Fell

Impact

  • Improved Vendor Relationships: Small vendors now send invoices without friction, leading to faster processing and happier partners.
  • Cost Savings: No more hourly AP labor or high-priced OpenInvoice fees.
  • Scalability: Wildhorse can now onboard new assets without adding headcount or overhauling their back office.
  • Customization: Joltly added ODA-specific features just for Wildhorse, including better API data pulls, invoice image storage, and streamlined approval views.

“I don’t think I should’ve found you guys as easily as I did. But the timing was perfect.”
— Maurice Fell

Looking Ahead

Wildhorse plans to expand Joltly usage beyond AP into revenue processing. Their current workflow with EnergyLink requires downloading 120-page PDFs for $20 checks from small interests—another pain point ripe for automation.

Joltly’s roadmap includes full revenue statement parsing, partner-level allocations, and EnergyLink replacements—all of which will save Maurice and his team even more time.

“You know I’m going to keep trying to break Joltly every time I use it. That’s how you make it better.”
— Maurice Fell

Final Thoughts

This partnership represents what’s possible when operators who understand the pain of legacy workflows meet founders who move fast and build with empathy. In Maurice’s words:

“When you need something, you needed it yesterday. Joltly’s team gets that.”

Frequently Asked Questions

Get quick answers to common queries in our FAQs.

How does Joltly pricing work?

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.

Can you give me a price example?

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.

Which accounting systems does Joltly support?

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.

What workflows does Joltly automate?

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.

Can Joltly be customized to how we operate?

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.

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