Why Joltly and Quorum work so well together
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.
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 and designed to plug into Quorum.
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02 · Quorum’s open API
Push & import
Because Quorum opened ODA, AP vouchers post straight in, and revenue comes back ready to import.
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03 · System of record
Quorum ODA
The authoritative accounting platform that a close, a partner statement, and an audit all reconcile against.
01 · WHERE JOLTLY FITS
Quorum solved the hard part. We wanted to feed it well.
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.
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 is done. Joltly runs that journey, and thanks to Quorum’s API, the finished voucher posts straight into ODA.
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 are 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 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.
5
It reconciles itself
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.
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 posts 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, 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.
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 your books reflect exactly what you distributed.
04 · WHY IT WORKS
Why the two fit together so well
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.
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Quorum is the standard operators trust.
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.
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Quorum gave operators a choice.
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.
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Quorum built a genuinely modern API.
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.
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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, because ODA’s data model is rich enough to hold all of it.
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Two systems, one source of truth.
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.
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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 exactly where Quorum already put it.
05 · THE RESULT
What this changes for operators
For the operator
Code once, no re-entry. Code an AP invoice or a revenue statement one time in Joltly; the voucher posts into 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 you can always answer, “did this make it in?”
A faster close. The handoff between the workflow and Quorum stops being a manual step on both AP and revenue.
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.
06 · THE PARTNERSHIP
Quorum is the system of record. We are proud to support it.
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.
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 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.
Written by the Joltly team. We build AI-powered AP, invoice automation, and modern revenue payments for oil and gas operators.
