How Joltly's AI-powered AP and AR workflow syncs two-way with W Energy's Stream+ — invoices and revenue coded once, posted clean, and reconciled. Why the two fit together.
Joltly was built on a simple idea: bring the speed of a modern AP and AR workflow to oil and gas, without forcing operators off the systems they already run. For a growing number of our customers, that system is W Energy.
So the Joltly + W Energy integration was never about replacing anything. It’s a division of labor. Joltly handles the fast, AI-heavy front-of-house work — reading invoices and revenue statements, coding them to wells and AFEs, routing approvals, moving the money. W Energy’s Stream+ stays the field-to-finance backbone, with production, land, and accounting all under one roof.
The work should happen once. The system of record should just receive it — already coded, already correct.
Here’s how the two fit together, step by step — and why operators running both get the best of each.
AI invoice coding, revenue automation, and native payments — built for oil & gas.
Bills and vendors mirror across, production volumes flow into revenue, and owner statements automate.
Field-to-finance — accounting, land, production, and field service in one platform.
This was never a W Energy problem. Stream+ is one of the most complete field-to-finance platforms in the industry — production, land, revenue, and accounting under a single roof, with processing W Energy benchmarks at up to 150× the industry average. The friction lives upstream of all that: the invoices that still get coded by hand, the approvals chased over email, and the revenue statements keyed in line by line.
That’s the part Joltly automates. The integration closes the gap between “a bill landed in the inbox” and “it’s coded, approved, and posted in W Energy” — so your team isn’t the thing standing between the document and the system of record.
An oilfield bill travels a long way before it’s done. Joltly runs every step, and it lands in W Energy without anyone re-typing a line.
Every customer gets a dedicated forwarding address. Joltly reads every line on multi-page PDFs and flags duplicates 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.
Routing by amount, vendor, GL, or any attribute, with escalation on deadlines and auto-approve for trusted recurring vendors. Every unlock is logged.
On approval, the bill mirrors into W Energy as a fully-coded payable, with the vendor matched to its W Energy record and well/AFE coding preserved — so your accounting team sees a clean entry they never had to type.
The sync runs two-way and carries a live status. If something doesn’t post cleanly, it’s flagged in real time — never a row that quietly went missing at close.
Standard or expedited ACH from your operating accounts, or a tracked check mailed on your behalf. No funds held by Joltly, and a pay-run preview before money moves.
Revenue runs the same playbook in reverse. Joltly processes the inbound statements; the integration keeps the resulting revenue and owner data in lockstep with W Energy.
Drop or forward any operator’s check stub — Apache, Marathon, EOG, or a one-off you’ve never seen. No templates, no per-operator setup.
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.
Royalty, override, and working-interest shares are calculated against your DOI. You review what changed and approve.
Because Joltly is a fintech, you ACH owners and partners directly and email a remittance in the same step — one-click partner distribution, with JIB receivables netted against revenue.
Production volumes flow into revenue and owner statements automate, so the numbers your team produced in Joltly match the books in W Energy — coded once, no second manual entry.
Plenty of tools claim to “integrate” and hand you a nightly file someone still has to babysit. This one is different, and a lot of the reasons come down to what W Energy brings.
Production, land, revenue, and accounting in one place — that breadth is rare, and it means Joltly has a single, authoritative system to feed instead of a patchwork. Clean division, clean handoff.
Bills and vendors mirror across, production flows into revenue, and owner statements automate, with status flowing back. That two-way connection is what makes the integration trustworthy at close.
Wells, AFEs, allocations, and vendors transfer exactly, so what’s in W Energy matches what was approved in Joltly. Nothing gets flattened on the way in.
W Energy and Joltly are both built for upstream and midstream teams that want modern, fast software — so the workflows line up instead of fighting each other.
Operators keep running Stream+ exactly as they do today. Joltly layers on top and feeds it cleaner data, faster.
The net effect: your team spends close on judgment, not re-keying. W Energy holds the authoritative books, Joltly keeps them fed with clean data, and the “where did this number come from” questions go away.
We don’t think the future of oil and gas software is one platform that swallows everything. Operators have made real investments in W Energy — and for good reason. Stream+ is a genuinely modern, fast, field-to-finance system, and the kind of platform a back office can build on for years. Ripping that out was never the goal. Building on top of it is.
So the opportunity isn’t to compete with W Energy — it’s to sit on top of it. Joltly and W Energy aren’t two tools fighting for the same job. They’re two halves of one: the AI workflow that does the front-office work, and the system of record that keeps it true. Better together, in the most literal sense.
W Energy Software (formerly Waterfield Energy) was founded in 2009 in Tulsa, Oklahoma, and has become a standard in modern oil and gas accounting for upstream and midstream operators. Its Stream+ platform unifies accounting, land, production, and field service — connecting the business from field to finance — with a business-intelligence layer, DataView, for real-time reporting and processing speeds W Energy benchmarks at up to 150× the industry average.
If the gap between “approved in the workflow” and “posted in W Energy” 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 W Energy, 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.
