Connectors

/

Bloomerang

/

Audit Bloomerang fund GL mapping in Intacct
Report
Cross-Connector

Catch Bloomerang funds mapped to bad Sage Intacct accounts

For nonprofit finance teams who want fund to account problems found before journal entries fail in Sage Intacct, by asking their AI.

Try PopdockAI free
Get a live demo
Audit Bloomerang fund GL mapping in Intacct
Audit the Bloomerang to Intacct account mapping for all active funds.
I checked 18 funds: 13 are clean and 5 have findings. - Blocking: General Fund maps to 4010, which is inactive - Blocking: Gala has a blank GL class - Warning: Youth Programs needs a department ID on every posting - Warning: 4100 .00 in Bloomerang matches 4100 only after cleanup Want the fix for each, with which system to change?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-fund
sage-intacct-get-account
sage-intacct-get-project

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Bloomerang

Bloomerang
Run it on your own Bloomerang data.

Connect Bloomerang, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Journal entries fail on funds mapped to bad accounts

Each Bloomerang fund points at a Sage Intacct account through its GL class, but values get stray spaces, accounts go inactive and some close to direct posting. Problems appear only when a journal entry fails, and checking takes an afternoon.

Without PopdockAI

  • List funds and their GL class
  • Search Intacct for each account
  • Check status, posting and required dimensions
  • Wait for a journal entry to fail

With PopdockAI

  • Each GL class is looked up as an account, retrying once with clean formatting
  • Projects are checked when no account matches
  • Findings are graded blocking, warning or note
  • Each fix names the system to change, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Check that each Bloomerang fund maps to a Sage Intacct general ledger account that exists, is active and accepts direct postings, for funds whose name contains `{fund-name}` if given (default: every active fund). Report the problems ranked by severity, with the fix for each. Change nothing.

**Step 1: Read the funds (Bloomerang)**

Call `bloomerang-get-fund` with `active` true, or with `name.contains` set to the fund name if one is given. Keep `id`, `name`, `general-ledger-class`, `default` and `active`.

**Step 2: Look up each GL class (Intacct)**

For each distinct `general-ledger-class`, call `intacct-get-account` with `account-number` set to it.

* If nothing comes back, retry once with the value cleaned up (spaces removed, a trailing .00 dropped). If that finds an account, the mapping has a formatting mismatch.
* If there is still nothing, the value may be a project code rather than an account: call `intacct-get-project` with `project-id` set to it.

Do not search by title or partial number. A near miss is still a mismatch.

**Step 3: Grade each fund**

* **Blocking:** blank `general-ledger-class`; no Intacct account or project with that number; the account's `status` is not active; `disallow-direct-posting` is true, so a journal entry cannot post to it.
* **Warning:** a formatting mismatch; the account is a balance sheet account rather than an income statement account (`account-type`); `require-dimension-department` or `require-dimension-location` is true, so every gift posting must carry that ID; the class matched an Intacct project, not an account, so a posting still needs a revenue account.
* **Note:** several funds share one account, which is fine if intended but means fund-level reporting in Intacct needs a dimension.

**Step 4: Report**

A table ranked Blocking, then Warning, then Note: fund, `general-ledger-class`, what Intacct holds for it (account number, title, type and status, or the project), the finding, and the fix, saying which value to change and in which system. End with how many funds were checked and how many are clean.

**Rules & Guidelines:**

* Tools named bloomerang- are on the Bloomerang MCP server; tools named intacct- are on the Sage Intacct MCP server. Both servers must be connected.
* Read only. Do not call `bloomerang-update-fund`, `bloomerang-add-fund`, `intacct-create-account` or `intacct-update-account`. Recommend each fix; do not make it.
* Omit `company` on Intacct calls unless the user names one.

**Validation:**

* If no fund matches, say so and stop.
* If every fund is clean, say so in one line rather than printing an empty table.

Who it's for

One answer, three teams that use it

Nonprofit accountants

Fix blockers before you book gifts

Blocking findings are listed first, so you clear what would stop posting.

Audit Bloomerang fund mapping to Intacct and show only blocking findings.

Finance directors

See warnings that cause bad reporting

Balance sheet accounts and required dimensions are flagged as warnings to review.

Which Bloomerang funds map to Intacct balance sheet accounts or need a department?

Systems administrators

Know where to make each fix

Every finding names the system to change, Bloomerang or Intacct.

Audit Intacct mapping for Bloomerang funds with Capital in the name and tell me where to fix each.

How it works

What PopdockAI does when you ask

You check every active fund or those matching a name, and your AI assistant audits their Sage Intacct mapping. It never matches by title or partial number.

01

Ask

You check every active fund, or those matching a name.

Your AI tool

02

Look up

It finds each GL class as a Sage Intacct account, or a project.

bloomerang-get-fund
sage-intacct-get-account
sage-intacct-get-project

03

Grade

It ranks findings blocking, warning or note.

No items found.

04

Report

You get each fix and where to make it, and nothing is changed.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.

get-data

bloomerang-get-fund

Returns funds from Bloomerang, the accounting buckets that gifts are designated to. Filter by name or active state.
get-data

sage-intacct-get-account

Returns accounts from Sage Intacct. One row per general ledger account.
get-data

sage-intacct-get-project

Returns projects from Sage Intacct.
Read only.Nothing in Bloomerang Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Clean fund mapping so journal entries post first time

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

‍

Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

Try PopdockAI Free
See Documentation