Why Joltly and Quorum work so well together
Joltly was built on a simple idea: bring the speed of a modern AP and AR workflow to oil and gas, without asking operators to rip out the accounting systems they’ve spent years trusting. For most of our customers, that system is Quorum.
So the Joltly + Quorum integration was never about a new tool versus an established one. It’s a division of labor. Joltly does the fast, manual-heavy front-of-house work — reading invoices and revenue statements, coding them to wells and AFEs, routing approvals, moving the money. Quorum stays exactly what it’s so good at being: the authoritative system of record that a close, a partner statement, and an audit all reconcile against.
The work should happen once. The system of record should just receive it — already coded, already correct.
That’s the whole partnership in one sentence. Here’s how the two fit together, step by step — and why operators running both get the best of each.
How the work flows
Joltly + Quorum, end to end
01 · Workflow layer
Joltly
AI invoice coding, revenue automation, and native payments — built for oil & gas.
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02 · The integration
Push & import
AP vouchers post straight into Quorum’s ODA API; revenue comes back as a ready-to-import ODA file.
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03 · System of record
Quorum ODA
Vouchers, revenue, and GL land where your accounting team already works.
01 · THE PROBLEM
Doing the accounting twice
Here’s the workflow most operators live with. An invoice comes in. Someone codes it — wells, AFEs, expense decks, the right GL accounts, joint-interest splits. It gets approved. And then someone re-keys all of that into Quorum, line by line, so it exists in the system of record too. Revenue is the same story in reverse.
This was never a Quorum problem. Quorum’s accounting engine is deep, mature, and exactly where this data belongs. The friction lives upstream of it: generic AP tools that don’t speak the language of wells and AFEs, and the manual re-keying that bridges them to the ledger by hand. The accounting math has been solved for years. What hasn’t is the handoff — the gap between “approved in the workflow” and “posted in the system of record.” That gap is manual, slow, and where coding errors creep in.
The integration closes that gap. Joltly does the work once, and the result flows straight into Quorum — already coded, already correct.
02 · THE ACCOUNTS PAYABLE FLOW
From the vendor’s email to a coded voucher in Quorum
An oilfield bill travels a long way before it’s done. Joltly runs every step, and the bill lands in Quorum without anyone re-typing a line.
1
Forward the email
Every customer gets a dedicated forwarding address, so most operators just forward invoices straight in. Joltly reads every line on multi-page PDFs and flags duplicate invoice numbers before they hit the queue.
2
AI codes every line to your books
An AI model reads the invoice and your historical coding — mention “Silverbell” and it recognizes the Holman Silverbell well, pulls the GL account, and identifies the service type, with a confidence score on every line. You’re doing oversight, not data entry.
3
Your rules route it for approval
Routing by amount, vendor, GL, or any attribute, with escalation on deadlines and auto-approve for trusted recurring vendors. Every unlock is logged with a reason and notifies the original approvers.
4
It posts into Quorum ODA
On approval, Joltly pushes the bill into Quorum’s On-Demand Accounting API as a fully-coded AP voucher. AFE and well-level allocations are preserved, the vendor is matched to its Quorum master record, GL is pulled in real time, and the original PDF rides along.
5
It reconciles itself
Every transaction carries a live, two-way sync status with Quorum. If the API hits a snag and a voucher doesn’t post cleanly, it’s flagged in real time — never a row that quietly went missing at close.
6
You pay from your own bank
Standard or expedited ACH from your operating accounts, or a check mailed on your behalf with a real carrier tracking number. No funds are held by Joltly, and you get a pay-run preview before any money moves.
Quorum ODA · live two-way sync
03 · THE ACCOUNTS RECEIVABLE FLOW
Statements in, ODA-ready data out
Revenue runs the same playbook, in reverse. The one difference is the last step: where AP pushes vouchers into Quorum’s API, revenue comes out as a clean, ready-to-import ODA file you load in.
1
Upload the statements
Drop or forward any operator’s check stub — Apache, Marathon, EOG, or a one-off format you’ve never seen. No templates, no per-operator setup. Volume that would bury a small team gets processed in an afternoon.
2
Parsed and mapped to your books
The AI codes every line to your wells, leases, and owners, and remembers the mapping so the next statement from that operator is zero-click. Edit, hide, or reprocess lines before anything is final.
3
Review the run and approve
Royalty, override, and working-interest shares are calculated against your DOI. You review what changed and approve — judgment where it matters, automation everywhere else.
4
Owners and partners get paid
Because Joltly is a fintech, you ACH owners and partners directly — same-day or expedited, RTP where supported, check for the long tail — and email a remittance in the same step. Distribute across partners with one click, and net JIB receivables against revenue payouts.
5
Quorum gets the import file
Joltly prepares the coded revenue in the exact format ODA expects and hands you a clean, ready-to-import file. Load it into Quorum and the books reflect exactly what you distributed — coded once, no second manual entry.
04 · WHY IT WORKS
Why the two fit together so well
Plenty of tools claim to “integrate” with an ERP and deliver a nightly CSV that someone still has to babysit. This one is different, and most of the reasons come down to what Quorum brings to the table.
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Quorum is the system of record operators already trust.
It’s one of the most capable accounting platforms in energy, relied on across the entire value chain as the authoritative ledger. Joltly never tries to be that — it feeds it. That clean division is exactly why the partnership works.
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A modern ODA API made a real integration possible.
Quorum’s On-Demand Accounting API is modern and well-documented enough that we could build a true two-way sync — bills pushing in, status flowing back — instead of a brittle file dump. Not every ERP makes that possible. Quorum did.
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The coding survives the trip.
Wells, AFEs, allocations, vendors, and GL transfer exactly, so the voucher in Quorum matches what was approved in Joltly. Nothing gets flattened into “miscellaneous” on the way in.
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Two systems, one source of truth.
Live sync status means AP in Joltly and the ledger in Quorum never silently drift. A failed sync surfaces as a flag, not a surprise at close — so the books stay trustworthy.
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No rebuild required.
Operators go live on their existing Quorum chart of accounts and setup. The integration meets your back office where it already is, instead of asking it to move.
05 · THE RESULT
What this changes for operators
For the operator
No double entry, either direction. Code an AP invoice or a revenue statement once; the voucher posts to Quorum and revenue lands as a ready-to-import ODA file.
Full coding fidelity. Wells, AFEs, allocations, owners, and GL transfer exactly into Quorum.
A live audit trail. Every bill carries a sync status linked to its Quorum voucher, so failed syncs surface as a flag — you can always answer “did this make it in?”
A faster close. The handoff between workflow and system of record stops being a manual bottleneck on both AP and revenue.
The net effect: your team spends close on judgment, not re-keying. Quorum holds the authoritative books, Joltly keeps them fed with clean data, and the “where did this number come from” questions go away.
06 · THE PARTNERSHIP
Own the workflow, respect the system of record
We don’t think the future of oil and gas software is one platform that swallows everything. Operators have made deep, deliberate investments in Quorum — and for good reason. Quorum has spent decades earning the confidence operators place in it, and it’s trusted across the value chain to be the authoritative ledger that a close, a partner statement, and an audit all reconcile against. Ripping that out was never the goal. Honoring it is.
So the opportunity isn’t to compete with Quorum — it’s to sit on top of it. Joltly takes the coding, the approvals, and the payments, the parts that are still manual and still painful, and makes the handoff to Quorum so clean it’s invisible. Joltly and Quorum aren’t two tools fighting for the same job. They’re two halves of one: the workflow that does the work, and the system of record that keeps it true.
That’s what makes it a genuinely good fit. Joltly gets to do what modern software does best — speed, AI, a clean front-of-house experience — while every dollar still lands in the ledger operators already trust. Better together, in the most literal sense.
About the partner
Quorum Software
Quorum Software is a leading global provider of energy software, serving more than 1,500 customers in 50 countries across the entire energy value chain. Through its industry-leading portfolio of planning, operations, and financial solutions, Quorum helps oil and gas and renewable energy companies simplify complex business processes, improve operational performance, and achieve better business outcomes. Delivering AI and digital infrastructure for energy operators, Quorum connects people, workflows, and systems with decision-ready data, enabling organizations to make informed, data-driven decisions that drive growth and profitability.
End‑to‑end
energy value chain
Built for oil & gas · Works with Quorum
See the Joltly + Quorum flow live
If the gap between “approved in the workflow” and “posted in Quorum” still eats your close, we’ll show you the fix — code a bill or a revenue statement once in Joltly and watch it land in Quorum, fully coded, documented, and reconciled.
Written by the Joltly team. We build AI-powered AP, invoice automation, and modern revenue payments for oil and gas operators.
