Oil and gas revenue accounting

Oil and gas revenue accounting automation templates

10 ready-made workflows for Oil and gas revenue accounting. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Petrofly, Slack and Excel.

Oil and gas revenue accounting
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Automated AFE Cost Overrun Alerts
Each day, WebRun compares actual well costs in Petrofly against each AFE budget in Excel, works out which authorizations are trending over, and sends the operator a Telegram alert of the AFEs at risk before a supplemental is needed.
Petrofly›Excel›Telegram
Automated Division Order Change Intake
When an owner sends a division order change, WebRun reads the request in DocuSign, checks the new decimals against the current ownership in Petrofly, and queues a change summary in Slack for a person to approve before anything in the owner record moves.
Petrofly›DocuSign›Slack
Automated Owner W-9 and Address Flags
Each week, WebRun checks Petrofly for owners missing a W-9 or a deliverable address, logs each exception to a Google Sheet, and drafts an outreach message to each owner to collect what is missing, leaving every draft unsent for your review.
Petrofly›Google Sheets›Gmail
Automated Royalty Payment Status Digest
After each distribution run, WebRun reviews Petrofly and QuickBooks to see which royalty owners were paid, held, or below the minimum, totals the run, and sends you a Telegram digest of who got paid and who is still waiting.
Petrofly›QuickBooks›Telegram
Automated Owner Suspense Balance Tracking
Each month, WebRun reviews Petrofly for revenue held in suspense, works out why each owner is suspended and how long the balance has been held, logs it to a Google Sheet, and posts the accounting team a Slack list of the balances to clear.
Petrofly›Google Sheets›Slack
Automated Purchaser Check Reconciliation
Each month, WebRun matches each purchaser's revenue check detail in Excel against the volumes and prices booked in Petrofly, flags any well where the value does not tie out, and posts the accounting team a Slack list of the variances to chase.
Petrofly›Excel›Slack
Automated Joint Interest Billing Drafts
After the monthly close, WebRun pulls each working interest owner's share of well costs from Petrofly, builds a joint interest billing statement per owner in Excel, and drafts the cover email to each partner, leaving every statement and email unsent for your review.
Petrofly›Excel›Gmail
Automated Distribution Run Deadline Tracking
Every morning, WebRun checks Petrofly and your calendar for the month's revenue distribution run steps, works out which close, purchaser, and payment deadlines are coming up, and posts the accounting team a Slack countdown of what is due next.
Petrofly›Google Calendar›Slack
Automated Lease Document Collection
Each week, WebRun checks Petrofly for properties missing a lease, deed, or ownership document, drafts a request to the operator or landman for each gap, leaves it unsent for review, and posts the team a Slack list of what is still outstanding.
Petrofly›Gmail›Slack
Automated Division Order Owner Intake
When a new well comes online, WebRun reads the signed division order, sets up each working and royalty interest owner in Petrofly, logs the decimal interests to a Google Sheet, and drafts a welcome note to each owner for your review.
Petrofly›DocuSign›Google Sheets

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