The PDI family of products
Who is behind the PDI name on your bill? PDI Technologies has grown by acquisition, so one name now covers several products. This is a buyer's map of the family, in plain English, with a note on what each part means for your books. Confirm current product details with PDI.
Works with your POS, back-office & accounting stack
PDI Technologies is a software company for convenience retail and fuel, based in Alpharetta, Georgia. It has grown by acquisition, including P97 Networks in 2025, Skupos in 2023 and Blue Cow Software in 2023, plus Comdata Merchant Solutions. Which products you use depends on your contract.
By the FuelCFO team. Where this page describes a vendor's product, the details come from the vendor's own public descriptions and can change, so confirm them with the vendor. Figures in diagrams are illustrative.
PDI Technologies is a software company for convenience retail and fuel, headquartered in Alpharetta, Georgia. Over time it has acquired other businesses, so a station can end up paying PDI for several different things. This page is a map, not a corporate history. We are independent of PDI, and we cannot say which of these you have. Your PDI representative can.
A mobile payments, loyalty and marketing business. PDI describes it as covering mobile payments, offers and digital marketing. If customers pay or earn rewards through an app, this is the kind of product involved. Money from it may arrive by its own route, so a deposit that matches no card batch could trace back here.
A convenience retail data and analytics business. It reads sales and inventory to give you analysis, such as what sells and what sits on the shelf. It informs decisions, but it does not keep your books. Its reports are a useful second view, yet your ledger still needs the real deposits and invoices behind them.
A payments business that PDI acquired. The year is not confirmed here. Payments mean settlements and fees, which are the hardest part of a station to match to the bank. If this name appears on a statement, ask what service it covers, so the fees land in the right expense account.
Software for heating oil and propane distribution. It only matters if you also sell home heat or bulk fuel. A station that sells only motor fuel and store goods can likely ignore it. If you do run delivery routes, those sales and costs should be tracked apart from the pumps.
This is the part most station owners mean by PDI. PDI describes PDI Enterprise as covering accounting automation, pricebook control, fuel inventory, bank reconciliation and period close reporting, aimed at multi-site operators. Which of those you actually use depends on your setup, so confirm your modules with PDI before assuming a job is already covered.
The family is laid out in the product map. The books-side failures are in what goes wrong. To have us handle it, what we do explains how. Start with the map, find the products you pay for, then check each one against your statements.
We post its totals and match them to the bank.
We match settlements and book the fees.
We record promotion cost separately.
We check its sales against the books.
We work out what you use from your bills and deposits.
We list each PDI charge and each deposit source.
We list each PDI charge on your invoice and each deposit source.
This shows which PDI products you actually use.
One set for each product that reports.
One report set for each product that reports.
Products that do not report are noted so nobody waits for them.
Product by product, each with a home in the ledger.
Product by product, each gets a home in the ledger.
Fees and income are kept apart.
Each settlement is followed to the bank.
Each settlement is followed to the bank.
A deposit with no matching sale is traced to its source.
A note says which product explained which difference.
A note says which product explained which difference.
Over time this shows what each product costs and earns.
Which products you have depends on your contract. Ask your PDI representative for the list.
A product pays on its own schedule and nobody knows what it is.
PDI invoices for several things and all of them are booked as one expense.
Discounts reduce sales without showing as promotion cost.
The data tool and the books show different sales for the same month.
Heating oil or propane sales sit beside store sales with no separation.
On an invoice, a statement or a deposit.
You want to know what the seller's PDI setup includes.
You want to see what they cost.
You want to keep that line separate.
The invoice is the best starting point. It shows what you actually pay for.
One call of about 30 minutes, then roughly 48 hours of review on our side. We map each PDI charge and deposit we can see.
Each product gets an account, and we write it down.
The close shows each product separately.
Fuel sold through mobile or fleet payment routes, matched to deliveries and deposits.
5 services →Store sales, loyalty cost and promotions from PDI-linked programs.
9 services →Sales tax on loyalty-discounted sales, and fuel tax on home heat or bulk lines.
4 services →Reading a seller's PDI setup during an acquisition, and moving it to the right books.
3 services →FAQ
More guides on the same system, or send us a day or a month for a free review.
Follow one day of sales from the register to PDI to QuickBooks Online, see where the numbers go missing, and how to check that all three agree.
Read more →A safe order for setting up the sync, what to map, and how to prove it is right.
Read more →Monthly bookkeeping for stores that run PDI: daily reconciliation, month-end close and PDI totals posted into QuickBooks Online.
Read more →Send us a day or a month and we'll show you where the three systems disagree.
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