For CPA firms
Oil & gas statements, checked and ready for your workpapers.
Send us an owner's operator statements. We return a checked Excel workpaper your team can tie out and use.
Operator statements
Revenue statements (run checks and check stubs) and JIB invoices (joint interest billing), as the PDFs the operator or owner portal provides.
By well and month
Volumes, prices, taxes, deductions and net for every well, every month.
What the operator billed
Each JIB charge, by well, as billed.
Anything that doesn't tie is flagged
Built-in checks show where a statement doesn't add up, so your team looks at the exceptions, not every line.
Every number has a source
Each figure points back to its page in the source PDF.
Real operator layouts
Tested on real statements in a major operator's layout (XTO).
Founding Client pricing.
- Per statement$20$45 for statements of 21 pages or more.
- Founding Desk$249 / monthUp to 15 statements a month. First 5 subscribers.
- Try it freeOne owner, freeWe'll process one owner's statements at no charge.
First 10 firms · rates locked through 30 April 2027 · no minimum · no setup fee
Your clients' data stays yours
Client data is used only for your firm's work. It is never reused or shared. We're glad to sign an NDA or work through your firm's secure portal.
Tax treatment stays with the CPA
We provide clean, checked data. The tax decisions are yours. JM Jaramillo, CPA, works with us.