How Joltly's AI-powered AP and AR workflow posts invoices and revenue straight into Quorum On Demand Accounting — coded, reconciled, and audit-ready.
We built Joltly to bring a modern AP and AR workflow to oil and gas without asking operators to give up the accounting system they already rely on. For most of our customers, that system is Quorum, and that is exactly how it should be. Quorum has spent decades building one of the most capable accounting platforms in energy. Our job was never to replace any of that. It was to connect to it.
This partnership exists because of a decision Quorum made on its own. Rather than keep its accounting platform closed, Quorum opened On-Demand Accounting to outside workflow tools so operators get a real choice in how they work. ODA already runs a deep AP and voucher workflow of its own, and Quorum opened its APIs so tools like Joltly can plug in alongside it. We are genuinely proud that Joltly is one of those tools.
Quorum earned its place as the system of record. We built Joltly to feed it, not to replace it.
Here is how the two fit together, and why we think operators running both get the best of what each company does well.
AI invoice coding, revenue automation, and native payments, built for oil & gas and designed to plug into Quorum.
Because Quorum opened ODA, AP vouchers post straight in, and revenue comes back ready to import.
The authoritative accounting platform that a close, a partner statement, and an audit all reconcile against.
Oil and gas accounting is genuinely hard, and Quorum has been solving the hardest part of it for decades. The ledger, the JIB engine, the partner statements, the audit trail: that is deep, specialized software, and ODA is exactly where this data belongs.
We never set out to rebuild any of that. The piece we wanted to own is narrower and sits further upstream: reading an oilfield invoice or a revenue statement, coding it to the right wells and AFEs, and handing it off cleanly. Generic tools that were never built for oil and gas tend to struggle there, and the cleanup lands on your team.
So that is the job Joltly took, and we do not take it lightly. We believe we have built the best product on the market for AI invoice and revenue automation in oil and gas. Quorum opened ODA to a handful of workflow tools, and of those, we think we are the one built most specifically for oilfield AP and revenue. A great front end still needs somewhere trustworthy to land, and the Quorum team was a genuine pleasure to work with. Because their API is open, what Joltly produces posts into Quorum already coded and already correct. Quorum keeps doing what it does best. We just make the handoff to it effortless.
An oilfield bill travels a long way before it is done. Joltly runs that journey, and thanks to Quorum’s API, the finished voucher posts straight into ODA.
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.
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 are doing oversight, not data entry.
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.
On approval, Joltly posts 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. Because Quorum’s API is so well built, the voucher arrives complete.
Every transaction carries a live, two-way sync status with Quorum. If the API hits a snag and a voucher does not post cleanly, it is flagged in real time, never a row that quietly went missing at close.
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.
Revenue runs the same playbook in reverse. The one difference is the last step: where AP posts vouchers into Quorum’s API, revenue comes out as a clean, ready-to-import ODA file you load in.
Drop or forward any operator’s check stub, whether it is Apache, Marathon, EOG, or a one-off format you have never seen. No templates, no per-operator setup. Volume that would bury a small team gets processed in an afternoon.
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.
Royalty, override, and working-interest shares are calculated against your DOI. You review what changed and approve. Judgment where it matters, automation everywhere else.
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.
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 your books reflect exactly what you distributed.
Plenty of tools claim to integrate with an accounting system and then hand you a nightly CSV that someone still has to babysit. This is different, and most of the reasons come down to Quorum.
It is one of the most capable accounting platforms in energy, relied on across the entire value chain as the authoritative ledger. Joltly is honored to connect to it.
Rather than lock its accounting platform shut, Quorum opened ODA to outside workflow tools so operators can run the front end that fits them best. That openness is rare in our industry, and it is the whole reason a partnership like this can exist.
The On-Demand Accounting API is modern and well documented enough to support a true two-way sync, bills posting in and status flowing back, instead of a brittle file dump. Not every system is built this thoughtfully. Quorum’s is.
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, because ODA’s data model is rich enough to hold all of it.
Live sync status means Joltly and the ledger in Quorum never silently drift. Quorum stays the source of truth, and a failed sync surfaces as a flag, not a surprise at close.
Operators go live on their existing Quorum chart of accounts and setup. The integration meets your back office exactly where Quorum already put it.
The net effect: your team spends close on judgment, not re-entry. Quorum holds the authoritative books, the way it always has, and Joltly keeps them supplied with clean, coded data.
We do not 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 is trusted across the value chain as the authoritative ledger that a close, a partner statement, and an audit all reconcile against. Replacing that was never the goal. Supporting it is.
So the opportunity for us was never to compete with Quorum. It was to make the work that feeds it effortless. Joltly handles the capture, the coding, the approvals, and the payments, and then gets out of the way so Quorum can do what only Quorum does. We are two halves of one workflow: the front end that prepares the work, and the system of record that makes it true.
That is what makes this 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 platform operators already trust. Better together, with Quorum as the foundation.
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.
If the handoff between your workflow and 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.
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.
