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Check one donor's gifts against NetSuite payments
For finance teams who want a Bloomerang donor's gifts compared with NetSuite payments and deposits by asking their AI assistant.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
The problem
Missing and double-booked gifts surface at month end
Gift receipts in Bloomerang are compared with NetSuite payments one donor at a time. Missing or double-booked gifts then come to light at month end.
Without PopdockAI
- List the donor's gifts in Bloomerang
- Find their customer in NetSuite
- Check payments, deposits and cash sales
- Match amounts and dates by hand
With PopdockAI
- The donor's gifts are read and their NetSuite customer found by email
- Payments, deposits and cash sales are read for the same dates
- Each gift is matched by amount within three days
- One-sided items and totals are listed, 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 the Bloomerang constituent `{constituent-id}`, compare gifts dated from `{date-from}` to `{date-to}` with the NetSuite payments and deposits booked for the same person, and report what does not line up.
**Step 1: Read the gifts and the donor (Bloomerang)**
Call `bloomerang-get-constituent` with `id` set to `{constituent-id}` and keep `full-name` and `primary-email`. Then call `bloomerang-get-transaction` with `account-id` set to `{constituent-id}`, `date.from` set to `{date-from}` and `date.to` set to `{date-to}`. Keep `transaction-number`, `date`, `amount`, `method` and `refunded`. If the constituent has no email, say so and stop.
**Step 2: Read the money NetSuite holds (NetSuite)**
Call `netsuite-get-customer` with `email` set to the donor's email to get the `internal-id`. Then, using that value as `customer-id`, call `netsuite-get-customerpayment` and `netsuite-get-customerdeposit`, and call `netsuite-get-cashsale` with `customer-email` set to the donor's email, all with `date.from` and `date.to` set to the same range.
**Step 3: Match and report**
Match each gift to one NetSuite record with the same `total` and a `date` within 3 days. Return three lists: gifts matched (with the NetSuite document number), gifts with no NetSuite record, and NetSuite records with no gift. End with the total of gifts, the total in NetSuite and the difference.
**Rules & Guidelines:**
* Tools whose names start with netsuite are on the NetSuite server and tools whose names start with bloomerang are on the Bloomerang server. If either server is not connected, say which one and stop.
* Gifts marked `refunded` are expected to have no matching payment; list them separately.
* Do not call any add or update tool on either server (the NetSuite and Bloomerang tools named add-... or update-...). This prompt only reads.
**Validation:**
* If no NetSuite customer matches the donor's email, report that and stop after Step 1.
* If amounts match but dates differ by more than 3 days, list the pair as a date mismatch.Who it's for
One answer, three teams that use it
Nonprofit accountants
Check a major donor's gifts posted
Matched gifts show the NetSuite document number, and missing ones are listed.
Compare Bloomerang constituent 2087 gifts from 1 January to 30 June with NetSuite payments.
Gift processors
Find double bookings
NetSuite records with no matching gift point to entries booked twice.
Does Bloomerang constituent 1544 have any NetSuite payments with no matching gift this year?
Donor relations staff
Answer a donor's question about a gift
Confirm a gift reached the books before replying to the donor.
Did constituent 3012's September gifts all reach NetSuite?
How it works
What PopdockAI does when you ask
You give a constituent ID and a date range, and your AI assistant reconciles that donor's gifts with NetSuite. It stops if the donor has no email or no customer.
01
Ask
You give a constituent ID and a date range.
02
Read
It reads the donor's gifts from Bloomerang and finds their NetSuite customer by email.
03
Match
It matches each gift to a NetSuite payment, deposit or cash sale by amount and date.
04
Report
It lists matched gifts, gifts with no record and records with no gift, with totals and the difference.
What PopdockAI provides
The tools behind the answer
Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.
bloomerang-get-constituent
bloomerang-get-transaction
netsuite-get-customer
netsuite-get-customerpayment
netsuite-get-customerdeposit
netsuite-get-cashsale
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
One donor's gifts reconciled in one pass
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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