Unlike generic back-office software, KozyOps includes fuel-specific aging, deposit reconciliation, role enforcement, built-in payments, and Sage Intacct integration.
For Controllers
Faster Month-End Close
Deliveries, service work, and payments post to the ledger in real time. Scheduling, renewals, and deposit reconciliation keep records current throughout the month.
Deep Sage Intacct Integration
Connect directly to Sage Intacct through OAuth, with full accounting integration for QuickBooks shops.
Fuel-Specific AR Aging
Track receivables with aging buckets designed around fuel delivery cycles: 0–7, 7–14, 14–28, 28–56, and 56+ days.
Complete Audit Trails
Every change, payment, adjustment, and user action is logged with timestamps.
True Segregation of Duties
Role permissions are enforced at the API level. Users can only perform actions allowed by their role.
Scheduled Reporting
Schedule AR, deposit, payroll, service-plan, and fuel-assistance reports. Export as PDF or CSV.
For Accounts Receivable
Integrated Payments
Kozy Payments is built into the ledger. Features include:
- Autopay
- Partial refunds and chargebacks
- Deposit batching
- Prompt-pay adjustments
Everything stays connected to the original invoices and receipts.
Invoicing and Promotions
Create invoices with taxes, discounts, promotions, surcharges, and recurring charges. Manage service plans, rentals, subscriptions, and renewals in the same 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.
Receipts and Deposits
Match payments to invoices and reconcile daily deposits.
For AP and 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 W-2 and 1099 workers in the same pay cycle and generate payroll-ready reports.
Fuel Assistance Programs
Manage LIHEAP and state assistance programs with tools for authorizations, pricing, contracts, expiration tracking, and compliance.
One Platform. One Ledger. One Source of Truth.
KozyOps gives controllers, AR, AP, and payroll teams one platform built for fuel operations.