Introducing Owner Excel & CSV Downloads

Export your statement data into spreadsheets — free during our introductory period.

Some owners need more than a PDF. They want revenue and JIB statement data in a structured format so they can load it into internal accounting systems, investment tracking tools, or personal ERPs.

Now they can.

With our new Excel & CSV Download feature, owners can export their statement data directly from the Owner Portal and put it to work in their own tools — quickly, securely, and on their schedule. No problem to create additional file formats to accommodate different accounting systems.

Why Spreadsheet Downloads Matter

Turn portal statements into working data:

Import directly into your own accounting or portfolio systems

Analyze revenue and expenses by well, property, or interest

Combine multiple statements into a single master spreadsheet

Save time versus re-keying data from PDF statements

Custom formats available to support import into different systems

If you manage multiple wells, multiple operators, or multiple entities, spreadsheet downloads can save hours of manual effort every month.

 What You Can Download

The new Excel/CSV options simply give you more flexibility when you need your data in a structured format. Owners can now download:

Excel files (.xlsx) are ready for filtering, sorting, and pivot tables

CSV files (.csv) are ideal for importing into ERPs, accounting systems, and analytics tools.

PDF statements remain FREE and available as always. The new Excel/CSV options simply give you more flexibility when you need your data in a structured format.

How It Works

  1. Log in to your Owner Portal as usual.
  2. Open a statement you want to work with (revenue or JIB, as available).
  3. Look for the new “Download Excel” and “Download CSV” options.
  4. Click to download and open the file in your preferred spreadsheet or accounting system.

That’s it. No separate login, no extra website, no manual export steps — everything happens right inside the portal you already use.

Pricing & Intro Offer

During our launch phase, we’re making it easy to try:

Introductory Offer: Free Spreadsheet Downloads

  • Excel & CSV downloads are free during the introductory period
  • Download as often as you need while the promotion is active

What happens later?

  • Spreadsheet downloads will move to a simple pay-per-download model, processed securely through Stripe
  • Pricing will be structured to offer significant savings compared to other data download providers
  • PDFs will remain free

The goal is simple:
Give data-focused owners and investors powerful tools at a fair price — without adding friction or extra systems to manage.

Who Will Benefit Most?

This feature is especially valuable if you:

  • Manage multiple wells or multiple interest owners
  • Consolidate data across several operators
  • Rely on internal accountants, controllers, or advisors
  • Use your own ERP, portfolio, or investment tracking system

If you’ve ever copied numbers out of a PDF into a spreadsheet, this feature is built for you.

For Operators

If you’re an operator using our Owner Portal, this feature gives your owners more control and flexibility with their data — without adding work for your team.

  • No extra workflows for your staff
  • No separate system to support
  • A value-added service that makes your portal more compelling for sophisticated owners and investors

Want to learn more about enabling this feature for your owners?

Contact Our Team

Frequently Asked Questions

Are PDF statements still free?

Yes. PDF statements remain free and fully available as they are today. The new pricing will apply only to Excel/CSV spreadsheet downloads once the introductory free period ends.

No. Spreadsheet downloads are accessed directly through your existing Owner Portal login.

Yes. Just let us know what accounting software you’re using & supply us a sample of your data. If we don’t have the format you need, no problem to build to the format you require.

Yes. Your data stays within the same secure Owner Portal environment. Downloads are delivered directly from the portal using encrypted connections.

We’ll provide clear notice inside the portal and via email before the introductory free period ends, including details on the simple pay-per-download pricing.

Ready to Work with Your Data?

Try the new Excel & CSV Download feature now — free during our introductory period.

Download Your Data