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Stripe

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Reconcile Stripe customers with Rillet
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Cross-Connector

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.

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Reconcile Stripe customers with Rillet
Compare our Stripe customers with Rillet and tell me which matches look wrong.
141 customers match by email between Stripe and Rillet. - Name only: 3, including Contoso with different emails on each side - Stripe only: 6 customers, including Fabrikam - Rillet only: 4 customers - Possible matches: Northwind and Northwind Traders, not treated as a match Want both emails side by side for the name-only matches?
Stripe
Sample figures. Your results come from your own account.
stripe-get-customer
rillet-get-customers
rillet-get-customer-emails

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

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.

Prompt
**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.

Your AI tool

02

Read

It reads Stripe customers and every Rillet customer with their emails.

stripe-get-customer
rillet-get-customers
rillet-get-customer-emails

03

Match

It matches by email, then exact name, keeping partial names as possible matches.

No items found.

04

Report

You get one-sided customers, duplicates and name-only matches.

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

rillet-get-customers

Returns customers (name, address, payment terms, invoicing settings) from Rillet.
get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.
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

One clean customer list across billing and accounting

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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.

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