A Canadian operator on QuickBooks — roughly 30–45 invoices a month, Alberta wells, and revenue statements in the same Joltly stack.
O'Neill Resources is a Canadian upstream operator with Alberta production and a QuickBooks back office. Running accounts payable and purchaser revenue statements means GST-aware files, CAD amounts, and a lean team that shouldn't need a second software stack just because the wells sit north of the border.
Invoice volume is steady—typically about 30–45 bills processed a month (peaks near 45–50)—with hundreds of invoices already through Joltly since go-live in spring 2025. Revenue came online later, so the product had to handle both sides without making Canada a special case.
AP runs on QuickBooks with Joltly as the workflow layer: invoices come in, get coded and reviewed, and land in the books the team already trusts. Revenue statements—including Canadian purchaser formats—parse into the same product, so Alberta production isn't stuck in a parallel spreadsheet process.
Billing stayed simple: platform plan plus invoice volume, with revenue processing included as usage grew. No seat taxes, no separate Canadian module—just the same operator path with Canadian data.
Hundreds of invoices processed end-to-end (700+ bills on account) at a sustainable monthly pace. Revenue is live too—about 60 statements processed, with roughly CAD $1.2M in net payments and CAD $3M gross flowing through those files as statement volume scaled.
For a Canadian operator, the win is boring in the best way: Alberta wells, QuickBooks sync, AP and revenue in one place.
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.
