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Check Chargebee subscriptions against Rillet contracts
Report
Cross-Connector

Check Chargebee subscriptions against Rillet contracts

For operations teams who want billing and accounting to agree, just by asking their AI assistant about a customer.

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Check Chargebee subscriptions against Rillet contracts
Compare Chargebee customer northwind-001's subscriptions with their Rillet contracts.
Northwind Traders has 2 Chargebee subscriptions and 2 Rillet contracts, and 1 pair disagrees. - Pro Plan: active in both, dates match - Add-on Seats: cancelled on 30 Sep in Chargebee, contract still active in Rillet - No subscription without a contract, no contract without a subscription Want a suggested fix for the cancelled add-on?
Chargebee
Sample figures. Your results come from your own account.
chargebee-get-customer
chargebee-get-subscription
rillet-get-customer-emails
rillet-get-customers
rillet-get-contracts
rillet-get-contract-items

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Chargebee

Chargebee
Run it on your own Chargebee data.

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

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The problem

Subscriptions and contracts drift out of step

Subscriptions in Chargebee and contracts in Rillet are kept in step by hand, so cancellations, renewals and dates fall out of line. Comparing them means finding the same customer in both and matching each pair yourself.

Without PopdockAI

  • Read the customer's subscriptions in Chargebee
  • Find the same customer in Rillet by email or name
  • Pair each subscription with a contract by hand
  • Miss a cancellation that never reached Rillet

With PopdockAI

  • Subscriptions are read and the customer found in Rillet
  • Contracts and lines are paired by start date and currency
  • Status, date and value differences are reported
  • Guessed pairs are labelled 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:** For Chargebee customer `{chargebee-customer-id}`, compare Chargebee subscriptions with Rillet contracts and report subscriptions without a contract, contracts without a subscription, and status or date disagreements.

**Step 1: Chargebee subscriptions (chargebee server)**

Call `chargebee-get-customer` with `id` = {chargebee-customer-id} for `email` and `company`. Call `chargebee-get-subscription` with `customer-id` = {chargebee-customer-id}. Keep `id`, `status`, `start-date`, `current-term-end`, `cancelled-at`, `mrr`, `billing-period-unit`, `currency-code`.

**Step 2: Rillet contracts (rillet server)**

Call `rillet-get-customer-emails` and match `email` (fall back to `rillet-get-customers` name match on `company`) to get the Rillet `customer-id`. Call `rillet-get-contracts` with `customer-id` set to it. Keep `contract-id`, `name`, `status`, `start-date`, `end-date`, `total-value`, `currency`. For line detail call `rillet-get-contract-items` with the same `customer-id` (`item-status`, `item-start-date`, `item-end-date`, `price`, `quantity`).

**Step 3: Compare**

Pair each subscription with a contract by closest start date, matching currency, and the Chargebee subscription `id` appearing in the contract `name` if present. Compare: active versus active contract, cancelled versus ended contract, start date, and end date against `current-term-end` or `cancelled-at`. Compare annualised `mrr` times 12 to the contract annual value only if the term is clearly 12 months.

**Step 4: Report**

A table of pairs with the disagreement for each, then separate lists of subscriptions with no contract and contracts with no subscription. Suggest, in words only, what to fix and on which side.

**Rules & Guidelines:**

* `chargebee-get-customer` and `chargebee-get-subscription` are on the chargebee server. `rillet-get-customer-emails`, `rillet-get-customers`, `rillet-get-contracts` and `rillet-get-contract-items` are on the rillet server.
* Read-only. Do not call any Rillet write tool.

**Validation:**

* If the customer is not in Rillet, say so and stop.
* If a pairing is a guess, label it as a guess.
* Do not report value differences across different currencies.

Who it's for

One answer, three teams that use it

Revenue operations

Keep billing and contracts aligned

Pairs with status, date or value differences are listed, so you fix the right system.

Compare Chargebee customer contoso-007's subscriptions with their Rillet contracts.

Revenue accountants

Catch contracts with no subscription

Contracts with no matching subscription, and the reverse, show where revenue schedules may be wrong.

Does Fabrikam have any Rillet contracts with no matching Chargebee subscription?

Billing specialists

Check a renewal landed in both systems

After a renewal or cancellation, confirm the dates and status agree in Chargebee and Rillet.

Northwind Traders renewed last week. Do their Chargebee subscription and Rillet contract dates agree?

How it works

What PopdockAI does when you ask

You give a Chargebee customer id and your AI assistant compares their subscriptions with Rillet contracts. It suggests fixes in words only and never writes to Rillet.

01

Ask

You give a Chargebee customer id.

Your AI tool

02

Read

It reads the customer's subscriptions in Chargebee and finds them in Rillet.

chargebee-get-customer
chargebee-get-subscription
rillet-get-customer-emails
rillet-get-customers

03

Compare

It pairs subscriptions with contracts and compares status, dates and value.

rillet-get-contracts
rillet-get-contract-items

04

Report

You get the pairs with differences and anything missing on either side.

Your AI tool

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.

get-data

chargebee-get-customer

Returns Chargebee customer records with contact, billing and balance details, filterable by id, email and other fields. Read-only.
get-data

chargebee-get-subscription

Returns Chargebee subscriptions with status, billing period, next billing date and customer. Read-only.
get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.
get-data

rillet-get-customers

Returns customers (name, address, payment terms, invoicing settings) from Rillet.
get-data

rillet-get-contracts

Returns customer contracts (term, status, total value, invoicing) from Rillet.
get-data

rillet-get-contract-items

Returns contract line items (product, quantity, price, term) from Rillet.
Read only.Nothing in Chargebee 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

Know which side to fix, subscription or contract

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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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.

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