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Reconcile a Business Central customer with AvaTax
For AR and tax analysts who want to see where a Business Central customer and its Avalara AvaTax record disagree, just by asking.
On this page
Connector
Connect Avalara AvaTax, pick your AI tool and paste the prompt.
The problem
Customer mismatches surface when tax goes wrong
An AR or tax analyst compares a Business Central customer with its Avalara AvaTax record by hand. Mismatched names, emails or addresses are missed until a tax calculation goes wrong.
Without PopdockAI
- Open the customer in Business Central
- Search AvaTax by number, email or name
- Compare each field by eye
- Miss the address that breaks tax
With PopdockAI
- The AvaTax customer is matched by number, then email, then name
- It stops when either side has no record or several match
- Records are compared field by field
- Formatting differences are listed apart from real ones
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Compare the Business Central customer `{customer-number}` with its Avalara AvaTax customer record and report where the tax-relevant details disagree.
**Step 1: Read the customer in Business Central**
Call `business-central-get-customer` with `customer-number` set to `{customer-number}`. If nothing is returned, say so and stop. Keep `name`, `email`, `country-code`, `state`, `city`, `blocked` and `balance-due`.
**Step 2: Find the customer in Avalara AvaTax**
Call `avalara-avatax-get-customer` (passing {avatax-company} as `company` when one is given) with `customer-code` set to the Business Central `customer-number`. If it returns nothing, call it again with `email-address` set to the Business Central `email`, then with `name` set to the Business Central `name`. If more than one record matches, list them and stop. If nothing matches, report the customer as present in Business Central and absent from AvaTax, and stop.
**Step 3: Compare**
Compare these pairs: `name` against `name`, `email` against `email-address`, `country-code` against `country`, `state` against `region`, `city` against `city`. Treat differences in case, spacing and country format (US against United States) as formatting, not as a mismatch.
**Step 4: Report**
Give a table of field, Business Central value, AvaTax value and verdict (match, formatting only, differs). Add one line on whether the customer has transacted in AvaTax (`last-transaction`) and whether Business Central has it blocked.
**Rules & Guidelines:**
* Tools whose names start with avalara-avatax- are on the avalara-avatax MCP server; tools whose names start with business-central- are on the business-central MCP server. Both servers must be connected.
* This prompt is read-only. Never call any create, update, delete, add, void, commit, adjust, refund or other action tool on either server.
* Report what the two systems show. Do not present results as tax advice or as a filed return.
**Validation:**
* If either side returns nothing, say which side and report only the other.
* If AvaTax has more than one customer with the same code in different companies, say so and do not pick one.Who it's for
One answer, three teams that use it
Accounts receivable analysts
Check a customer's tax record
See where the AvaTax customer differs from Business Central before invoices go out.
Reconcile Business Central customer C00045 with Avalara AvaTax.
Tax analysts
Fix mismatches at the source
Real differences are listed apart from formatting, so you correct only what matters.
Does Fabrikam in Business Central match its AvaTax customer, ignoring formatting?
Customer service leads
Answer tax questions with the right record
Confirm which details AvaTax holds when a customer queries the tax on an invoice.
What is different between Northwind Traders in Business Central and in AvaTax?
How it works
What PopdockAI does when you ask
You name a customer and your AI assistant reconciles the two records. It reads only and never creates or updates anything.
01
Ask
You name the Business Central customer.
02
Match
It finds the AvaTax customer by number, then email, then name, and stops on no match or several.
03
Compare
It compares the records field by field.
04
Report
You get real differences, with formatting differences listed apart.
What PopdockAI provides
The tools behind the answer
Ready made tools for Avalara AvaTax and one secure connection to your AI tool. No code, no exports.
avalara-avatax-get-customer
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
Customer differences found before they affect tax
Related use cases
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