Joint Interest Billing & Revenue Distribution System
A done-for-you oil and gas automation built for the Oil & Gas Accountant, connecting Airtable and Google Sheets so the work below happens on its own.
What this automation does, step by step
At the close of each production month, this automation pulls lease operating expenses by cost code and working interest owner from the accounting system, calculates each partner's proportionate share of costs and revenue per the JOA, and generates formatted joint interest billing statements for each non-operator.
Partners who are past due on their JIB payment receive automated reminder notices on a set schedule, and the accountant sees a live aging dashboard showing which partners are current and which are in default, replacing the manual Excel process that typically occupies the first two weeks of every month.
- Oil and gas accounting software (e.g., WolfePak, Enertia, or Quorum)
- Zapier or Make.com
- Google Sheets or Airtable (JIB aging dashboard)
- Email (automated JIB statements and past-due notices)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, an oil & gas accountant has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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