Who We Serve
Built for Oil & Gas Professionals
From mineral managers processing thousands of statements to trust departments keeping the books of generational wealth, and the operators and payors who send the statements, AlphaWells serves everyone responsible for oil & gas revenue being right.
Mineral Managers
Built for the scale you manage.
Managing hundreds of wells across dozens of operators means processing massive volumes of statements. Every operator sends a different format. Manual data entry doesn't scale. Errors hide in the volume. A typical stub carries about 10 wells and 30 line items; a large book means thousands of statements a month.
| The Challenge | The Solution |
|---|---|
| Different formats per operator | AI adapts automatically, no templates needed |
| Volume overwhelms manual entry | Automated extraction handles any volume |
| Hard to catch errors at scale | Multi-pass validation and penny reconciliation flag anomalies |
| No way to verify payments | Three independent checks per well |
| Forecasting is manual | Built-in decline curves and projections |
Key Features for Mineral Managers
- Portfolio-wide visibility across all properties and operators
- Operator performance tracking and comparison
- Owner-level reporting and revenue summaries
- Bulk processing and reconciliation workflows
- Exception-based review that prioritizes what needs attention
Non-Operated Working Interest Owners
Finally see what you're being charged.
You own working interest but don't operate. JIB statements arrive with hundreds of line items. AFE overruns happen without explanation. You pay first and ask questions later.
| The Challenge | The Solution |
|---|---|
| Hundreds of unexplained charges | Every line item categorized automatically |
| No visibility into AFE performance | Track charges by AFE reference |
| Difficult to spot unusual charges | Variance analysis flags outliers |
| No historical comparison | Compare current JIBs to historical patterns |
Key Features for Working Interest Owners
- Expense categorization by type (drilling, LOE, workover, overhead, and more)
- AFE tracking across statements
- Operator cost comparison across your portfolio
- Audit support with document-level detail
- Revenue-side processing for the complete financial picture
Royalty Owners & Family Offices
Protect your legacy with complete, verifiable transparency.
Mineral rights are generational assets. Operator statements are complex, deductions are confusing, and if you manage minerals for a family you have a duty to verify. Doing that manually is partial at best and hard to defend.
| The Challenge | The Solution |
|---|---|
| Statements are confusing | Clear breakdowns of revenue and deductions |
| Hard to verify payments | Checks against leases, division orders, and state records |
| No historical tracking | Complete payment history over time |
| Can't spot anomalies | Automatic flagging of unusual patterns |
| Duty to verify, no tooling | A defensible, exportable verification record |
Key Features for Royalty Owners & Family Offices
- Plain-language revenue summaries
- Deduction tracking with lease-based compliance flags
- The patented Chain Integrity Score on every ownership-and-payment chain
- Anomaly alerts when payments seem off
- Interest verification against division orders and title records
Bank Trust Departments & Fiduciaries
Designed for people who have to be right, not just fast.
You hold mineral interests for hundreds of accounts, examiners ask how you know the payments are right, and principal and income splits live in spreadsheets. AlphaWells keeps the books of each trust account on statements it has already verified to the penny.
| The Challenge | The Solution |
|---|---|
| Statements your core system cannot read | Extracted, reconciled, and booked per account |
| Principal and income done by hand | Rule-driven classification, cited by state |
| Reg 9 evidence assembled once a year | Annual reviews built from the platform's own data |
| Separation of duties hard to prove | Three-person approval on every run, on the record |
| Held funds tracked off-ledger | A suspense subledger that reconciles to the ledger |
Key Features for Trust Departments
- Per-account principal and income cash books
- Branded beneficiary statements keyed to your account and client numbers
- Regulation 9 annual reviews with examiner-ready packets
- Ownership transfers, 1099 data packages, and depletion schedules
- A cutover control report for a provable switch from your current system
Third-Party Accounting Firms
Scale your practice without scaling your team.
Serving multiple oil & gas clients means processing documents from many operators. Month-end closes are brutal. You need efficiency without sacrificing accuracy.
| The Challenge | The Solution |
|---|---|
| Multiple clients, multiple operators | One platform handles all variations |
| Month-end processing crunch | Automated extraction accelerates processing |
| Manual data entry errors | Multi-pass validation ensures accuracy |
| Client reporting takes time | Generate reports and exports quickly |
Key Features for Accounting Firms
- Multi-client architecture with complete data isolation
- The same AI handles all operators across all clients
- GL-ready exports mapped to each client's chart of accounts
- Audit trail for compliance and review
- Efficient workflows for month-end processing
Operators, Purchasers & Payors
Pay every owner correctly, without an outsourced accountant.
Whether you operate the wells or buy the production and pay owners on the producers' behalf, the job is the same: turn the month's settlement into correct payments for every royalty and working interest owner. AlphaWells runs it end to end, from your settlement file to owner statements, partner JIB billing, checks and ACH, and year-end filings, with a second person approving every step. Coming soon, and demoing today.
| The Challenge | The Solution |
|---|---|
| Remittance outsourced to one accountant | Run it in-house with maker-checker controls |
| Partners billed from spreadsheets | Monthly JIB invoices, receivables, and optional netting against revenue |
| Deck changes made by hand | Change sets approved by a second person |
| Checks, ACH, and bank files assembled separately | Check printing, positive pay, and NACHA from the released run |
| Year end is a scramble | 1099s, withholding reports, and unclaimed property from the records |
Key Features for Operators, Purchasers & Payors
- Monthly distribution runs from the purchaser settlement, oil and gas together
- Owner and producer statements, delivered by mail, email, or into AlphaWells
- Partner JIB billing with invoices, statements of account, and aging
- Bank reconciliation, voids, and replacements
- IRS TIN matching, B-notices, and backup withholding
- Golden Month Compare against your current accountant, to the cent
Not Sure Which Fits You?
Let's talk. We'll learn about your specific situation and show you how AlphaWells can help.