TRAILD AP Automation Saves Tally Energy Services $75K A Year
Solution
SYSPRO & TRAILD
Client Since
2021
In Business Since
2016
Tally Energy Services
Tally Energy Services is a Houston-based oilfield services company that helps operators maximize well productivity and extend the life of their assets. The company provides artificial lift equipment and services, along with digital solutions that deliver real-time frac data to oil and gas operators. Since its founding in 2016, Tally Energy Services has grown through acquisition, bringing together multiple businesses under one umbrella to offer a wide spectrum of artificial lift solutions — from plunger lift to gas lift to composites.
The company has relied on SYSPRO for years to run its manufacturing operations, and in 2024, its long-time SYSPRO partner became part of BT Partners — giving Tally access to a larger, more experienced team. That combination of a trusted ERP foundation and a new partner with broader resources set the stage for automating one of finance’s most manual processes: accounts payable.
"BT Partners knows our world. They bring the resources and guidance that help us get the most out of SYSPRO and TRAILD, and they keep us moving forward."
Manual AP Meets Its Limit
Rapid growth has made Tally Energy Services a significant player in the market, with more than 350 employees supporting both manufacturing and digital operations. It has also meant growing complexity behind the scenes.
With multiple entities and thousands of transactions each month, the company’s finance team carried a heavy workload — and manual AP was the first process to strain under the pressure.
For Tammy Sharp, Senior Controller at Tally Energy Services, the challenge was clear. Her finance team was processing between 3,000 and 4,000 vendor invoices every month. Each invoice meant bouncing through SYSPRO screens, tying it back to a purchase order, and tracking approvals in SharePoint folders. “It was workable,” Tammy says, “but extremely cumbersome and inefficient.”
TRAILD Provides the Right Path
Tally Energy Services explored AP automation software early, testing several options before finding one that matched their needs. TRAILD, the add-on BT Partners recommends for SYSPRO users, stood out for its workflow flexibility and AI learning.
TRAILD AP automation software integrates seamlessly with SYSPRO, capturing incoming invoices, converting them into drafts, and either auto-matching them to purchase orders or routing them through rules-based approvals. Approved invoices flow directly into SYSPRO, ready for payment. Over time, TRAILD also learns invoice patterns, remembering how vendors are typically coded and routing them accordingly — shaving even more steps from the process.
“The workflow just fits our business,” Tammy explains. “The simple automation and approvals processes make it work for us when other solutions didn’t.”
Results Add Up
The gains showed up quickly. By automating AP, Tally Energy Services avoided the need for an additional full-time AP specialist — a significant savings when factoring in salary and benefits.
“TRAILD saves us one full-time equivalent every year,” Tammy says. “That’s roughly $75,000 back to the business, year after year.”
Accuracy improved too. Because TRAILD automatically reads, matches, and codes invoices, fewer errors slip through. For PO-based invoices, the system checks against goods received and posts only when everything lines up. For GL-coded invoices, approval rules ensure the right owner validates the charge before it hits the ledger. That built-in intelligence reduces errors and gives the finance team confidence that every invoice is correct the first time.
A Bigger Bench, Broader Expertise
Tally Energy Services’ relationship with BT Partners began when their original SYSPRO partner, Pioneer Business Systems, was acquired by BT Partners. Tammy says the transition was seamless, keeping the same trusted consultants while adding access to a larger team.
“BT Partners has a bigger bench,” Tammy notes. “They bring more finance expertise, and they’ve helped us use modules we hadn’t touched before, like Fixed Assets.”
For a private equity–backed company like Tally Energy Services, having access to finance specialists at BT Partners who understand both the system and the reporting demands also adds another layer of confidence.
Scaling with Automation
With SYSPRO managing manufacturing operations and TRAILD automating AP, Tally Energy Services can keep pace with growth without inflating headcount.
“Our finance team is 11 today,” Tammy says. “Without TRAILD, we’d already be at 12. That’s the bigger win — our team is scaling smarter, not bigger, which keeps overhead in check while the business continues to grow.”
Moving the Business Forward
For Tammy, the real value comes from the combination of technology and partnership. SYSPRO provides the foundation, TRAILD AP automation software removes the bottleneck, and BT Partners makes sure both are delivering to their potential. “BT Partners knows our world,” she says. “They bring the resources and guidance that help us get the most out of SYSPRO and TRAILD, and they keep us moving forward.”
Looking ahead, Tammy sees this partnership as essential to scaling without inflating costs. “As we grow, the finance team won’t have to grow at the same pace — we’ll be able to handle more, faster, with the same resources.”