Get Your Production Accounting and JV Workflows Off Spreadsheets

Independent operators routinely lose 1 to 3 weeks of revenue-cycle team time every month to manual production accounting, volume reconciliation, and JV settlement work — and larger multi-state operators with 200+ wells often lose 4 to 8 weeks of monthly team capacity. We diagnose where the time is going, score the automation candidates, and hand you a sequenced roadmap, covering SAP, P2 Energy Solutions, Quorum, and OGsys integrations, in 2 to 3 business days.

Where the weeks are going

Operators — whether running 50-to-500 wells or larger multi-state portfolios — tend to look fine on the org chart and feel terrible from the inside of the revenue-accounting team. The same friction points show up at every scale.

1

Production accounting consuming weeks per month-end

Revenue recognition + joint interest billing rebuilt in spreadsheets every cycle.

2

Volume reconciliation across SCADA, gauging tickets, and accounting

Done line-by-line in Excel because no two systems agree on the same well's daily volume.

3

JV audit prep gathering documentation from 5+ systems per joint operation

Pulled together at the last minute, every quarter, by hand.

4

Owner relations distributions and DOI changes processed manually

Deadline-driven manual reminders managed in spreadsheets; misses create owner-payment delays and audit issues.

5

Severance tax reporting requiring per-state regulatory submissions on different schedules

Manual data pulls each time; multiple states multiply the work.

What you receive

A short, focused engagement. No 60-page deck. Six concrete deliverables your finance and JV leadership can act on the same week.

1

Production accounting workflow map

Revenue recognition + joint interest billing, end-to-end, with current hour cost per step.

2

Volume reconciliation gap analysis

Where SCADA and accounting disagree, how the disagreements get reconciled today, what's automatable.

3

JV settlement automation readiness scoring

Six-criterion framework applied to your specific JV workflow.

4

Owner relations / DOI change-handling candidates

Which steps are deterministic (good for RPA) and which need human judgment.

5

Tech matching to your operational stack

SAP, P2 Energy Solutions, Quorum, OGsys, Excel — what already does the work, what needs targeted RPA or process automation.

6

ROI projection with sequenced 90-day roadmap

What unlocks the most hours first, what compounds across subsequent quarters.

What automation tends to unlock

For independent operators (5-8 person revenue-accounting team)

Clients automating production accounting and JV settlement workflows typically recover 1 to 3 weeks per month of revenue-cycle team time — the difference between a close cycle that runs hot every month and one that finishes on schedule. At blended labor cost ($65-95 per hour), that's about $150,000-$370,000 per year of recovered finance capacity, before counting the audit-readiness benefit during JV true-ups and severance tax filings.

For larger operators (200+ wells, multi-state operations)

Recovered capacity often scales to $400,000-$1,200,000 per year as compounding manual reconciliation across SCADA / accounting / JV settlement systems multiplies the per-well overhead. Multi-state severance tax compliance also benefits disproportionately — every additional state adds linear manual work; automation makes that work approximately constant regardless of state count.

Your specific numbers fall out of the diagnostic; we anchor every recommendation to your actual baseline.

How it works

Two to three working days of structured diagnostic. Light touch on your team — a few interviews, a data pull, a working session.

Day 1

Discovery

Revenue-accounting team walk-through. SCADA-to-accounting data flow inventory. JV settlement workflow review. Severance tax filing sample.

Day 2

Analysis

Six-criterion process scoring on production accounting + JV settlement candidates. Volume reconciliation gap mapping. Tech matching to your specific stack.

Day 3

Delivery

Executive presentation, detailed report, sequenced 90-day roadmap, Q&A.

What this diagnostic does NOT cover

This is a finance and operations diagnostic only. We focus on the back-office workflows and field-to-finance handoffs where automation pays back fast.

Out of scope: reserve estimation, safety/HSE workflows, environmental compliance attestation, regulatory production reporting (Form W-1, P-4, etc.), wellbore engineering analysis. Those workflows need specialized counsel — not us.

If you're not sure whether a workflow falls in scope, ask during the discovery call. We'll tell you straight.

Want the broader industry context first? See our oil & gas finance automation overview for systems, audiences, and the full pain library.

Common questions

Do you work with our existing P2 / Quorum / OGsys implementation? +

Yes. The diagnostic assesses what each system already does, where the gaps are, and what's automatable around the edges of your current implementation. We don't try to replace your operational systems; we automate the manual work between them.

How is this different from our auditors' assessment? +

Auditors assess compliance. We assess automation potential and ROI. Different lens, different deliverable — both useful, neither substitutes for the other.

What if our production accounting is already partially automated? +

Most operators are. The diagnostic finds the next-highest-ROI automation candidate given what you've already built. We don't recommend ripping and replacing working automation.

How big does our operation need to be for this to make sense? +

Generally 50+ wells or 5+ person revenue-accounting team is the threshold where the math starts to compound. Below that, you may not have enough volume to justify the diagnostic; we'll be straight about it on the discovery call.

Get your time back from spreadsheets

30-minute discovery call. We confirm fit, scope, and timing.