Built for Finance Teams Running Fuel Operations
KozyOps combines accounting, payments, AR, AP, payroll, and fuel assistance into one platform designed for growing fuel companies.
Unlike generic back-office software, KozyOps includes built-in payment processing, fuel-specific aging, automated deposit reconciliation, server-enforced role permissions, and deep Sage Intacct integration.
For Controllers
Faster Month-End Close
Deliveries, service work, and payments post to the ledger in real time. Automated scheduling, renewals, and deposit reconciliation keep records current throughout the month, so close is faster and cleaner.
Deep Sage Intacct Integration
Connect directly to Sage Intacct through OAuth, with support for QuickBooks and other GL systems. Accounting is built into the platform, not layered on through reports.
Fuel-Specific AR Aging
Track receivables with aging buckets designed around real fuel delivery cycles: 0–7, 7–14, 14–28, 28–56, and 56+ days. Customer status tracking is built in.
Complete Audit Trails
Every change, payment, adjustment, and user action is logged with timestamps, giving auditors a clear record of activity.
True Segregation of Duties
Role permissions are enforced at the API level. Users can only perform actions appropriate to their role, improving security and compliance.
Scheduled Reporting
Automate daily, weekly, and monthly reports for AR, deposits, payroll, service plans, and fuel assistance. Export as PDF or CSV.
For Accounts Receivable
Integrated Payments
Kozy Payments is built in, run to cover cost rather than as a profit center, and fully connected to the ledger. Features include:
- Autopay with card selection
- Partial refunds and chargebacks
- Automated deposit batching
- Prompt-pay adjustment handling
Everything stays connected to the original invoices and receipts.
Invoicing & Promotions
Create invoices with taxes, discounts, promotions, surcharges, and recurring charges. Manage service plans, rentals, subscriptions, and renewals from a single system.
Customer Ledger Cards
View every invoice, payment, adjustment, and account activity from a single customer screen.
Collections Management
Track reminders, place accounts on hold, process payments, and log collection activity without spreadsheets.
Receipts & Deposits
Match payments to invoices and reconcile daily deposits with settlement-level detail.
For AP & Payroll
Accounts Payable
Manage vendors, purchase orders, bills of lading, invoice matching, and payments from one workflow.
Payroll Management
Import driver and technician time directly from Kozy Service. Support both W-2 and 1099 employees in the same pay cycle and generate payroll-ready reports.
Fuel Assistance Programs
Manage LIHEAP and state assistance programs with tools for authorizations, pricing, contract management, expiration tracking, and compliance monitoring.
One Platform. One Ledger. One Source of Truth.
KozyOps gives controllers, AR teams, AP staff, and payroll administrators a shared platform built specifically for fuel operations.