Tally Energy Services: Saving $75K a Year with AP Automation

Results & business impact

Tally Energy Services avoided the need to hire an additional full-time AP specialist, generating approximately $75,000 in annual savings. The finance team of 11 people can handle significantly higher volume without added headcount. Automation has reduced manual effort, improved cash flow management, and allowed the team to focus on higher-value strategic work.

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.

$75K

annual savings

What’s next

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.”

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About Tally Energy Services

Tally Energy Services is a Houston-based oilfield services company that helps operators maximize oil 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. Since its founding in 2016, Tally has grown through acquisitions, bringing together multiple businesses to offer a comprehensive range of solutions.

As a rapidly expanding manufacturing and services organization with multiple entities, Tally manages significant accounts payable volume and requires efficient, accurate financial processes to support growth without proportional increases in administrative staff.

The Challenge

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.”

Why BT Partners?

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.

The Solution

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.

BT Partners configured automated invoice capture, matching, and approval workflows tailored to Tally Energy Services’ needs. TRAILD AP automation software integrates seamlessly with SYSPRO. 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.”

BT Partners also provided guidance on broader system optimization to support overall financial operations.