Who this is for
- Controller and VP Finance
- Revenue accounting and JV accounting leads
- Supply chain, materials, or land administration partners where data touches finance
- Shared services and finance IT partners
- Leaders who need reliability through month-end and acquisition activity
Why automation value shows up differently here
- Close and revenue cycles are unforgiving — leadership cares about **reliability and evidence**, not “robots for robots’ sake.”
- Volume, partner, and land data touch **many hands**; governed handoffs reduce rework between operations and finance.
- When outsiders read your story, they often start with **risk and control** — we speak that language first, then ROI.
High-impact automation areas
We automate accounting and finance work and, in parallel, many operations and administrative flows that sit beside finance — the same rules-based, high-volume patterns (handoffs, portals, email, spreadsheets, ERP interfaces) with full lineage where you need evidence.
We speak the same languages as your finance stack (SAP and common O&G configurations, revenue and land suites, well and volume feeds) and many operations stacks (materials movements, 3PL or pipe tally exports, procurement workbenches, field ticketing exports) — plus the Excel that still glues it all together. We describe integrations generically until an NDA and discovery define your exact landscape.
Accounting & finance
JV and partner settlement support
Exception queues for deck splits, partner billing, and settlement variances — automated prep of reconciled files and summary packs for reviewers.
Production volume to accounting tie-outs
Scheduled alignment between operational volume data and GL / subledger postings, with variance thresholds, lineage, and escalation lists.
Intercompany and eliminations
Cross-BU postings, matching, and elimination support files with clear mapping from source exports to consolidated views.
Royalty and revenue statement ingestion
Structured load and validation of recurring statement formats into governed Excel or ERP staging tables (scope with your tax and land teams).
AFE vs actual and project reporting extracts
Recurring pulls and standardized reporting packs for finance-owned project views — not a substitute for reserves or regulatory sign-off.
Operational resilience for finance close
Sandbox / QA / production patterns, logging, and rerunnable batches so close-critical jobs behave predictably.
Operations, supply chain, and administrative flows
Materials, transfers, and inventory bridges
Scheduled matches between warehouse or pipe tally movement files and finance subledger expectations — exception lists for operations and controllers before posting waves.
Field tickets and service spend accrual support
Aggregating approved field service or rig-related spend into accrual-ready buckets with document references — finance still signs off; automation reduces month-end scavenger hunts.
Procurement and contract admin data hygiene
Vendor master touch-ups, PO closeout sweeps, and recurring catalog extracts that keep procure-to-pay and operations aligned before close.
Logistics and dispatch cutoffs for revenue recognition
Cutoff lists tying shipping or nomination events to accounting period boundaries — especially where spreadsheets still mediate between systems.
Illustrative, not exhaustive
The scenarios above are representative examples, not an exhaustive catalog. Most strong automation candidates are rules-based and repeatable, grounded in systems or documents your teams already use, and benefit from clear audit evidence. Processes that fit that pattern—whether in accounting, operations, or the handoffs between them—are usually worth a structured discovery or automation assessment to confirm fit, scope, and ROI before any build commitment.
How we work
We typically begin with an automation assessment or a focused discovery so ROI, systems, and controls are explicit before build. Deliverables are designed for production: audit columns, robot or service identities, and documentation your finance team can own.
Discuss your roadmap
Start with a low-risk automation assessment or a discovery call. We will help you prioritize what to automate first and how to govern it.