Connectors

/

Rillet

/

Compare a Rillet customer with its Avalara AvaTax customer
Report
Cross-Connector

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.

Try PopdockAI free
Get a live demo
Compare a Rillet customer with its Avalara AvaTax customer
Compare the customer Contoso Ltd in Rillet with its record in Avalara AvaTax.
Contoso Ltd matches on name but the address differs. - Rillet: 400 Pine St, Seattle, WA 98101 - AvaTax: 400 Pine Street, Seattle, WA 98104 - Recent activity: 3 invoices in Rillet, 3 transactions in AvaTax Suggestion: confirm the postal code. I have not changed anything. Want to check another customer?
Rillet
Sample figures. Your results come from your own account.
rillet-get-customer-emails
rillet-get-customers
avalara-avatax-get-customer
avalara-avatax-get-transaction
rillet-get-invoices

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Rillet

Rillet
Run it on your own Rillet data.

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

Try PopdockAI free

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.

Prompt
**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.

Your AI tool

02

Match

It finds the customer in Rillet and AvaTax and flags any guessed match.

rillet-get-customers
avalara-avatax-get-customer

03

Compare

It compares the address fields.

No items found.

04

Report

You get the differences, recent activity in each system and suggested changes.

Your AI tool

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.

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

avalara-avatax-get-customer

Returns Avalara AvaTax customers with the filters the tool offers, for the selected AvaTax company. Read-only.
get-data

avalara-avatax-get-transaction

Returns Avalara AvaTax sales tax transactions with the filters the tool offers, for the selected AvaTax company. Read-only.
get-data

rillet-get-invoices

Returns customer invoices (number, customer, dates, status, totals, amount due) from Rillet.
Read only.Nothing in Rillet 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

Matching customer addresses, so tax comes out right

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