Every line tied to the check, to the penny. Every problem flagged. Nothing leaves without your OK.
No sign-up. Nothing to install.
Every statement becomes one record you can question. Here's a sample family trust: ten wells, five operators, eighteen months. Click any well, or just ask.
The totals looked fine. Underneath, $10,643 was leaking out in four places. Click one to see the well.
| Decimal on file | 0.06250000 |
| Decimal paid | 0.06250000 |
| Paid, last 12 months | $3,852.58 |
| Should have been | $5,781.04 |
Cobb Unit 3 hasn't paid since May. The total still looks fine because the other wells cover for it.
Demo: this box only answers about the sample book above. For anything else, use Ask anything at the top.
A made-up sample book. Your own book looks like this the month your statements come through.
Paper, PDF, portal export or CDEX. However it arrives, forward it. Nobody types a thing.
Each owner's share is figured against the division order and tied to the printed check. If it doesn't tie, it doesn't move.
The file lands in your mineral software or goes to your trust bank, in the exact format they load. Only after you say so.
Nothing to replace and nothing new to learn. It reads what the operators send and delivers into the system your team already uses. Pick one to see what lands there.
Don't see yours? If your system imports a file, we can feed it. Ask on the call.
Your team gets its week back. Statements stop being typed, and heirs' decimals still add up years later.
Files in your bank's exact format, a record ready for the annual trust exam, and suspense aged before the state takes it.
Dozens of wells and relatives, one approval each month, and a clear answer when someone asks where the money went.
Better margin on your hardest accounts. Carry it under your own name for the banks you already serve.
No seats and no per-user fees. You pay for statements read and files delivered, and every quote comes in writing.
A family, trust or small office. A few operators, up to a few dozen wells.
Mineral managers and family offices running many owners across many operators.
Bank trust departments, and firms serving them.
Your written quote is built from the statements we read and the files we deliver, not from seats. Bring these numbers and we'll show you the difference.
Every file and every statement waits for your approval, and it's logged with who approved it.
If a line doesn't add up to the printed check, it stops there and tells you which line.
Your owners, wells and statements belong to you. We never share them with anyone.
If you ever go, your records leave with you in files any system can read.
Leave your details and Dave will send two times for a 15-minute call. Bring a single operator statement. You'll watch the AI read it, tie every line to the check, and flag anything that's off. If it fits your book, you get a written quote.