We rebuilt Joltly from the ground up. Here's what's new in our AI-powered AP and AR platform built for oil and gas operators.
A few months ago, we made a big call: we rebuilt Joltly from the ground up.
That decision came directly from customer feedback. Operators told us what they needed, and rather than patch the old system, we tore it down and started over. Like any major rebuild, the early weeks brought their share of bugs and rough edges. We've worked through all of that now, and the product is in the strongest place it's ever been.
This is a high-level walkthrough of what's new — what we've shipped, what's improved, and why operators (and increasingly, non-ops) are choosing Joltly to run their AP and AR.
Joltly is an AI-powered accounts payable and accounts receivable platform built specifically for oil and gas. Every workflow, every integration, and every edge case is shaped around how operators actually work. We've also seen strong adoption from non-ops, especially on the revenue side, where statement volume can quickly outpace what a small accounting team can manually process.
The traditional AP workflow asks the user to do most of the heavy lifting — coding line items based on memory, historical data, or manual entry. We've flipped that.
When an invoice comes in, Joltly hands the data to a large language model, which uses both your historical coding patterns and the content of the invoice itself to suggest how each line item should be categorized. If an invoice mentions "Silverbell," the system recognizes it as the Holman Silverbell well based on prior history. It pulls the GL account, identifies the service type (saltwater trucking, for example), and presents you with a coded invoice ready for review.
You're not doing manual entry. You're doing oversight — which is exactly where your time is best spent.
Every customer gets a dedicated email forwarding address. Most users simply forward invoices straight in.
We also offer a vendor portal where vendors can self-onboard, upload payment information, and submit invoices directly if you want them to.
Sometimes you want more control over how line items break down. We've added two features that come up constantly:
We've expanded what you can do once an invoice is approved.
Two flavors are available: standard ACH and expedited ACH for when funds need to move faster. Once you save a vendor's banking details, every future ACH payment to that vendor is one click away.
We've given users far more control over how checks go out. Instead of a single, slow option, you can now choose:
When you overnight a check, you get a real tracking number that links straight to the carrier — so you can see exactly where the check is and confirm delivery. No more "did it get there?" guesswork. Every check is mailed on your behalf. You don't print, sign, or stamp anything.
Approvals are routed through your team based on rules you set. Once a payment goes out, every transaction has a live sync status with your accounting system. If the API hits a snag and a payment doesn't push correctly to your books, we flag it for you in real time. You're never wondering whether your AP and your accounting are out of sync — you just know.
Connect your Gmail (or other provider) once, and you can email vendors about a specific invoice directly from the invoice screen. No more digging through your inbox to ask a question about line item three.
Small feature, big impact. If a vendor always writes "Silverbell" but you know they mean "Holman Silverbell 1-10," you can drop a note on the vendor profile so anyone coding their invoices has the context. The repetitive friction goes away.
The revenue side of Joltly works the same way as AP, just in reverse.
Upload or forward in your revenue statements. The AI reads them, codes each line item, and prepares the data in whatever format your accounting system needs — Pak, COrM, QuickBooks, or others. You can edit, export, hide line items, or reprocess as needed.
For QuickBooks customers (and anyone else who needs it), Joltly can take revenue and distribute it across partners with a single click. Once distributed, you'll see clean settlement and distribution data on each partner's profile — exactly how much they're owed for the period.
Because Joltly is a fintech, you don't need to cut a check or initiate a wire from another tool. You can ACH the partner directly from Joltly and email them a remittance in the same step.
JIBs are notoriously painful in QuickBooks because QuickBooks wasn't designed for them. We built JIB support directly into Joltly. Pull in your transaction data, map expenses to wells, and generate JIBs that get sent to partners with a payment link they can use to pay you back. Back-end payments are facilitated through our partner Move.
A few smaller additions worth calling out:
Dark mode. Surprisingly, this was one of the most requested and most appreciated changes in the rebuild. Easier on the eyes during long invoice-coding sessions.
Saltwater disposal & P-18 filings. For operators in Texas, we now handle saltwater disposal statements end to end. Forward in your statement, we'll prep it, flag what needs review, and auto-generate the P-18s required by the Texas Railroad Commission.
We're not slowing down. The roadmap has a lot of features we're genuinely excited about, all aimed at the same thing: making oil and gas back-office work as automated and painless as possible, while integrating cleanly with the systems you already use.
If anything in this update sparked a question — or you want to see what Joltly looks like for your specific workflow — grab time on the calendar. I'm one of the founders, and either I or my co-founder Tyler will walk you through it in depth
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Get quick answers to common queries in our FAQs.
JEL Resources example: ‍
$558.63/month for 25 docs, 10 ACH payments, 2 check
Energy Investments example:Â
$993.4/month for 100 docs, 50 ACH payments, 10 checks
Joltly connects with major energy ERPs and accounting systems—like Quorum and QuickBooks.
Joltly automates approvals, payments, and document handling—so your team saves time, avoids errors, and skips messy email chains.
Yes. You can tailor your workflows, dashboards, and reports to match how you run your business.
Give Joltly a try and see for yourself if it's a good fit for Saas needs.
