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Compare a Rillet customer with its AvaTax customer
For finance teams who want to see whether a customer's address matches in Rillet and Avalara AvaTax, just by asking.
On this page
Connector
Connect Rillet, pick your AI tool and paste the prompt.
The problem
Customer addresses drift apart and the tax goes wrong
The same customer is kept in the Rillet ledger and in Avalara AvaTax. When the addresses drift apart the tax calculated is wrong, and it is usually found only after the fact.
Without PopdockAI
- Look up the customer in Rillet
- Find the same customer in AvaTax
- Compare address fields one by one
- Discover the drift after tax was charged
With PopdockAI
- The customer found in both systems
- A stop when several records match, guessed matches flagged
- Address fields compared with recent activity in each
- Suggested changes listed, never made
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find the customer matching `{customer}` (a name or email address) in both Rillet and AvaTax and report where their details differ. AvaTax company is `{company}` (default: the default company).
**Step 1: Find the Rillet customer**
If `{customer}` contains an at sign, call `rillet-get-customer-emails` and match on email, then take its customer-id. Otherwise call `rillet-get-customers` and match names containing `{customer}`. Then read the full row from `rillet-get-customers` for that customer-id. If several match, list them (name, city, customer-id) and stop.
**Step 2: Find the AvaTax customer**
Call `avalara-avatax-get-customer`. Use `email-address` when you have an email, otherwise `name.contains` with the Rillet customer name, with `company` if given. If several match, list them and stop. If none, report the customer as present in Rillet and absent from AvaTax and stop.
**Step 3: Compare and add context**
Compare name, city, region (Rillet state) , postal-code (Rillet zip-code) and country. Treat case, punctuation and state abbreviations versus full names as equal. Then call `avalara-avatax-get-transaction` with the AvaTax customer-code and report the count of transactions and the latest date. Call `rillet-get-invoices` and report the customer's invoice count and latest invoice date.
**Step 4: Report**
A table of field, Rillet value, AvaTax value, and Same or Different. Then one line on activity in each system and whether the AvaTax customer-code looks like it corresponds to the Rillet customer-id or name.
**Rules & Guidelines:**
* Tools whose names start with avalara-avatax are on the avalara-avatax server; tools whose names start with rillet are on the rillet server. Both servers must be connected.
* This prompt is read-only. Never call any AvaTax action tool (for example `avalara-avatax-transaction-create`, `avalara-avatax-transaction-adjust`, `avalara-avatax-transaction-void`, `avalara-avatax-transaction-commit`) or any Rillet add, update, apply or set tool (for example `rillet-add-invoice`, `rillet-update-invoice`, `rillet-add-credit-memo`).
* Report what the two systems show. Do not present the result as a filed tax return or as tax advice.
**Validation:**
* If the match on either side is a guess from a partial name, say so.
* Never suggest edits as done; at most list what you would change.Who it's for
One answer, three teams that use it
Tax analysts
Check a customer before tax goes wrong
Compare the address AvaTax uses with the one in the ledger, and see which fields differ.
Do the addresses for Fabrikam in Rillet and Avalara AvaTax match?
Billing specialists
Fix a customer after a move
When a customer relocates, see exactly which fields need updating in each system.
Northwind Traders moved offices. Compare their Rillet and AvaTax records and suggest changes.
Accounts receivable
Explain an unexpected tax charge
Check address drift and recent activity in both systems when a customer queries their tax.
Contoso was charged the wrong tax rate. Compare their customer record in Rillet and AvaTax.
How it works
What PopdockAI does when you ask
You name the customer and your AI assistant compares their Rillet and Avalara AvaTax records. It suggests changes but writes nothing to either system.
01
Ask
You name the customer.
02
Match
It finds the customer in Rillet and AvaTax and flags any guessed match.
03
Compare
It compares the address fields.
04
Report
You get the differences, recent activity in each system and suggested changes.
What PopdockAI provides
The tools behind the answer
Ready made tools for Rillet and one secure connection to your AI tool. No code, no exports.
rillet-get-customer-emails
rillet-get-customers
avalara-avatax-get-customer
avalara-avatax-get-transaction
rillet-get-invoices
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
Matching customer addresses, so tax comes out right
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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