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One billing profile across Chargebee and FreshBooks
For support teams who want a customer's Chargebee and FreshBooks billing together, just by giving their email to their AI assistant.
On this page
Connector
Connect Chargebee, pick your AI tool and paste the prompt.
The problem
One billing question, two systems to search
Answering a customer billing question means finding them in Chargebee, then again in FreshBooks, and stitching the story together. Subscriptions, cards, invoices and payments sit in two places, so a cancelled plan with open invoices slips past.
Without PopdockAI
- Look the customer up in Chargebee, then in FreshBooks
- Open subscriptions, cards and invoices one screen at a time
- Compare payments between the two systems by eye
- Miss a cancelled plan that still has open invoices
With PopdockAI
- Both systems are searched from one customer email
- Subscriptions, cards, invoices and payments land in one profile
- Mismatches and risks are listed at the end
- Only the last four card digits are shown 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.
**Objective:** Produce a single billing profile for the customer with email `{customer-email}` from both Chargebee and FreshBooks (company `{company}`).
**Step 1: Chargebee**
Call `chargebee-get-customer` with `email` set to `{customer-email}`; stop and list matches if more than one. Then call `chargebee-get-subscription` with `customer-id`, `chargebee-get-invoice` with `customer-id` and `status` unpaid or payment_due, and `chargebee-get-card` with `customer-id`.
**Step 2: FreshBooks**
Call `freshbooks-get-client` with `email` set to `{customer-email}`. If found, call `freshbooks-get-invoice` with `customer-id` set to the client `id`, and `freshbooks-get-payment` with `client-id` set to the client `id`, for the last `{lookback-days}` days (default 180).
**Step 3: Report**
Sections: identity (names, phones, currency on each side), Chargebee subscriptions (status, mrr, next billing, total dues), cards (status, expiry state), Chargebee unpaid invoices, FreshBooks invoices (outstanding, status), FreshBooks recent payments. Finish with a short list of mismatches or risks, such as a cancelled subscription with open FreshBooks invoices.
**Rules & Guidelines:**
* FreshBooks tools (named freshbooks-...) are on the freshbooks server; Chargebee tools (named chargebee-...) are on the chargebee server. Both servers must be connected.
* Pass `{company}` as the company parameter on every FreshBooks call when it is given; if FreshBooks reports more than one company and none was given, ask which one and stop.
* Match customers on email, case-insensitive and trimmed. Never match on name alone.
* Amounts may be in different currencies; compare only when `currency-code` matches and flag the rest.
* This prompt is read-only. Never call any FreshBooks add, update, delete, mark or send tool, for example `freshbooks-add-payment`, `freshbooks-add-client`, `freshbooks-add-invoice` or `freshbooks-send-invoice-by-email`.
**Validation:**
* If the customer is in only one system, report that side fully and state the other is absent.
* Show only the last four digits of any card; never print more.Who it's for
One answer, three teams that use it
Support agents
Answer billing tickets without two logins
See the plan, cards, unpaid invoices and recent payments together, so you can reply to the customer on the first touch.
A customer at priya@contoso.com says she was charged twice. Pull her Chargebee and FreshBooks billing profile.
Billing specialists
Spot cancelled plans with open invoices
The profile ends with mismatches and risks, so a cancelled subscription that still has unpaid invoices is called out instead of found later.
Check accounts@fabrikam.com across Chargebee and FreshBooks for the last 90 days and list any mismatches.
Account managers
Know the billing story before a call
Walk into a renewal or escalation call knowing what the customer pays, what is open and what they paid recently.
I have a call with Northwind Traders in an hour. Give me their billing profile from Chargebee and our FreshBooks company.
How it works
What PopdockAI does when you ask
You give a customer email and your AI assistant reads Chargebee and FreshBooks for you. It stops if several customers match, never matches on name alone, and changes nothing.
01
Ask
You give the customer email and optionally the FreshBooks company.
02
Chargebee
It reads the customer, subscriptions, unpaid invoices and cards.
03
FreshBooks
It reads the client, invoices and recent payments.
04
Report
You get one profile and a short list of mismatches or risks.
What PopdockAI provides
The tools behind the answer
Ready made tools for Chargebee and one secure connection to your AI tool. No code, no exports.
chargebee-get-customer
chargebee-get-subscription
chargebee-get-invoice
chargebee-get-card
freshbooks-get-client
freshbooks-get-invoice
freshbooks-get-payment
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.
The outcome
Every billing question answered from one profile
Related use cases
More ways to put this data to work
Reconcile Chargebee invoices to FreshBooks invoices
Give your AI a customer email and it pairs their Chargebee and FreshBooks invoices and flags missing invoices and differences in amount or status.
Learn More
Check Chargebee payments recorded in FreshBooks
Ask your AI which successful Chargebee payments have no matching FreshBooks payment and get the unmatched money totalled per currency, read-only.
Learn More
Combine overdue Chargebee and FreshBooks balances
Ask your AI for overdue Chargebee customers with their open FreshBooks invoices and get one list sorted by combined exposure, read-only.
Learn More
Reconcile Chargebee customers to FreshBooks clients
Ask your AI to compare Chargebee customers with FreshBooks clients by email and it lists who is missing or different on each side, read-only.
Learn More
Chargebee customer account review
Ask your AI to review one Chargebee customer. It pulls subscriptions, invoices, payment failures, cards and credits into a single health verdict.
Learn More
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.
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