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Catch risky name-only matches between Stripe and Rillet
For finance teams who want Stripe and Rillet customer lists compared by email and name by asking their AI assistant.
On this page
Connector
Connect Stripe, pick your AI tool and paste the prompt.
The problem
Name-only matches send payments to the wrong customer
Customers in Stripe and Rillet should line up, but emails change, names are typed differently and duplicates creep in. Without a regular check, payments and invoices are matched to the wrong customer, and mistakes surface only when a balance is disputed.
Without PopdockAI
- Export customers from both systems
- Match by email and by name by hand
- Trust name matches that may be wrong
- Find out when a customer disputes a balance
With PopdockAI
- Stripe and Rillet customers are read with their emails
- Matching runs by email first, then exact name
- Name-only matches are shown with both emails side by side
- One-sided customers and duplicates are listed, read-only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Match Stripe customers to Rillet customers and report who is in only one system and who matches by name but not email. Limit to names containing {customer-name} if given, and to Stripe customers created on or after {created-from} if given.
**Step 1: Read the Stripe customers**
Call `stripe-get-customer`, with `name.contains` = {customer-name} and `created.from` = {created-from} when given. Keep customer-id, name, email, currency, delinquent and balance.
**Step 2: Read the Rillet customers**
Call `rillet-get-customers` and `rillet-get-customer-emails`. Neither takes filters, so apply {customer-name} in memory when given. Join the two Rillet results on customer-id.
**Step 3: Match**
1. By email: a Stripe email equals any Rillet email for the customer, ignoring case.
2. By name only, when there is no email match: the names are equal ignoring case and surrounding spaces. Report these separately; they are the likeliest to be wrong.
3. Anything else is unmatched on its side.
**Step 4: Report**
* In Stripe, not in Rillet: name, email, Stripe customer-id, delinquent.
* In Rillet, not in Stripe: name, email, Rillet customer-id. Skip this section when {created-from} is given, since the Stripe side was only partly read.
* Matched by name only: both emails side by side.
* Duplicates: more than one customer in either system matching the same counterpart.
* A one-line count of email matches.
**Rules & Guidelines:**
* `stripe-get-customer` is on the stripe server. `rillet-get-customers` and `rillet-get-customer-emails` are on the rillet server.
* This prompt is read-only. Do not call `rillet-add-customer` or `rillet-update-customer`.
**Validation:**
* If either side returns no customers, say which system returned nothing, warn that its server may not be connected, and stop.
* Never treat a partial name (one name containing the other) as a match; list it under a Possible matches heading instead.
* If a tool cannot be found, name the server it belongs to (rillet or stripe) and stop.Who it's for
One answer, three teams that use it
Integration admins
Catch matches that look wrong
Name-only matches are listed with both emails, so you can check the risky ones first.
Compare Stripe customers with Rillet and show me the name-only matches.
Accounts receivable
Apply payments to the right customer
A clean customer list means payments and invoices land on the right account.
Which Stripe customers are missing from Rillet, and are there duplicates on either side?
Master data analysts
Clean up duplicates
Duplicates on either side are listed so they can be merged.
List duplicate customers in Stripe or Rillet created since 1 June.
How it works
What PopdockAI does when you ask
You can filter by name or date, and your AI assistant matches Stripe customers to Rillet. It only reads and lists partial names as possible matches, never as matches.
01
Ask
You optionally filter by name or creation date.
02
Read
It reads Stripe customers and every Rillet customer with their emails.
03
Match
It matches by email, then exact name, keeping partial names as possible matches.
04
Report
You get one-sided customers, duplicates and name-only matches.
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.
stripe-get-customer
rillet-get-customers
rillet-get-customer-emails
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 clean customer list across billing and accounting
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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