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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.
On this page
Connector
Connect Chargebee, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads the customer's subscriptions in Chargebee and finds them in Rillet.
03
Compare
It pairs subscriptions with contracts and compares status, dates and value.
04
Report
You get the pairs with differences and anything missing on either side.
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
rillet-get-customer-emails
rillet-get-customers
rillet-get-contracts
rillet-get-contract-items
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
Know which side to fix, subscription or contract
Related use cases
More ways to put this data to work
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.

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