Connectors

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Stripe

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Find Stripe customers missing from PowerGP Online
Report
Cross-Connector

Find Stripe customers that have no GP account

For finance teams who bill through Stripe and keep customers in Dynamics GP, and want the gaps listed by asking their AI assistant.

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Find Stripe customers missing from PowerGP Online
Check the last 25 Stripe customers created since 1 September against Dynamics GP and list any that are missing.
Of 25 Stripe customers, 19 match one GP customer, 2 match several and 4 have no match. - Matched: 19 one to one, all likely matches by name - Ambiguous: Contoso matches CONTOSO001 and CONTOSO002 - Unmatched: Fabrikam Ltd, billing@fabrikam.example, not delinquent - Unmatched: Tailspin Toys, ap@tailspin.example, delinquent Shall I list the other two unmatched customers?
Stripe
Sample figures. Your results come from your own account.
stripe-get-customer
powergp-online-get-customers

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Stripe

Stripe
Run it on your own Stripe data.

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

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The problem

Stripe customers with no GP account are easy to overlook

Billing records drift between Stripe and Dynamics GP. Finding Stripe customers with no GP account means searching the GP customer list by name for each one and trying again with a shorter name, which is slow and easy to get wrong.

Without PopdockAI

  • Open each Stripe customer
  • Search the GP customer list by name
  • Retry with a shorter name when nothing comes back
  • Overlook the ones that are really missing

With PopdockAI

  • Stripe customers are read with name, email and created date
  • Each name is looked up in PowerGP Online, retrying with the first word
  • Matched, ambiguous and unmatched lists are kept apart
  • Matches are labelled likely, never certain, 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:** Find Stripe customers whose name has no match in Dynamics GP, checking up to `{max-customers}` Stripe customers (default 25), optionally only those created since `{created-from}`.

**Step 1: Read Stripe customers**

Call `stripe-get-customer` with `max-records` set to the limit and `created.from` if given. Keep `customer-id`, `name`, `email` and `created`.

**Step 2: Look each one up in GP**

For each Stripe customer with a name, call `powergp-online-get-customers` with `customer-name.contains` set to that name (try the first word if the full name returns nothing). Record the matching `customer-number` values. Treat a customer with no name as unmatched and say so.

**Step 3: Report**

Three lists: matched one-to-one, matched to several GP customers (show candidates), and unmatched. For each unmatched customer show `customer-id`, `name`, `email` and `delinquent`.

**Rules & Guidelines:**

* Tools prefixed powergp-online- belong to the powergp-online-ai server (Dynamics GP). Tools prefixed stripe- belong to the stripe server. Both servers must be connected.
* Read-only. Call only get tools. Never create, change or delete anything on either side.
* Pass `company` on every GP call when the user names one; otherwise state which company the GP data came from.
* Stripe amounts and GP amounts may use different currencies; compare only like currencies and flag the rest.

**Validation:**

* Name matching is approximate. Label a match as likely, not certain, and never claim two records are the same customer on name alone when an email or address contradicts it.
* If Stripe returns no customers, stop and say so.

Who it's for

One answer, three teams that use it

Accounts receivable

Set up customers before billing

Unmatched Stripe customers are listed with ID, name and email, ready to set up in GP.

Check the last 50 Stripe customers against Dynamics GP and list the ones missing.

Master data analysts

Resolve ambiguous customer names

Customers matching several GP records come with the candidates, so you can pick the right one.

Which Stripe customers created since 1 October match more than one GP customer?

Credit controllers

Spot delinquent customers missing from GP

The delinquent flag on unmatched customers shows who owes money but has no GP account.

Are any delinquent Stripe customers missing from PowerGP Online?

How it works

What PopdockAI does when you ask

You say how many Stripe customers to check, and your AI assistant looks each one up in PowerGP Online. It only reads and shows the candidates when several GP customers fit.

01

Ask

You say how many Stripe customers to check and since when.

Your AI tool

02

Read

It reads the Stripe customers with their name, email and created date.

stripe-get-customer

03

Match

It looks each name up in PowerGP Online and records the candidates.

powergp-online-get-customers

04

Report

You get matched, ambiguous and unmatched lists.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Stripe and one secure connection to your AI tool. No code, no exports.

get-data

stripe-get-customer

Returns customer records (name, email, balance, delinquency, address) from Stripe.
get-data

powergp-online-get-customers

Returns customers from the PowerGP Online connector (Microsoft Dynamics GP). Read-only; can be filtered by company and the record fields it offers.
Read only.Nothing in Stripe 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

Missing GP accounts found in one pass

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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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See Documentation