Connectors

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Stripe

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Reconcile Stripe refunds and disputes with Rillet
Report
Cross-Connector

Catch unbooked Stripe refunds and dispute deadlines in Rillet

For finance teams who want Stripe refunds and disputes traced to Rillet credit memos, with evidence deadlines flagged, by their AI assistant.

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Reconcile Stripe refunds and disputes with Rillet
Check Stripe refunds and disputes from the last 30 days against Rillet credit memos.
Two disputes need evidence this week, and 3 refunds have no credit memo in Rillet. - Urgent: dispute on INV-1042 for Contoso, evidence due in 4 days - No memo: 3 refunds, including 210.00 on INV-1047 - Wrong amount: INV-1053 memo is 150.00 against a 200.00 refund - Lost: 1 dispute with no credit memo Want the full list sorted by amount?
Stripe
Sample figures. Your results come from your own account.
stripe-get-refund
stripe-get-dispute
stripe-get-charge
stripe-get-invoice
rillet-get-invoices
rillet-get-credit-memos

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

Unbooked refunds and dispute deadlines slip by

A Stripe refund or lost dispute should be matched by a credit memo in Rillet, but tracing each one through its charge and invoice is slow. Unbooked refunds overstate revenue, and dispute evidence deadlines slip by while nobody is looking.

Without PopdockAI

  • List Stripe refunds and disputes
  • Trace each through its charge to the invoice
  • Find the Rillet invoice and its credit memos
  • Miss an evidence deadline along the way

With PopdockAI

  • Each refund and dispute is traced to its Rillet invoice
  • Credit memos are compared with the refund or dispute amount
  • Open disputes with evidence due within 7 days come first
  • Unlinked charges are listed separately, and nothing is booked

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Trace every Stripe refund and dispute from the last {lookback-days} days (default 30) to the Rillet invoice it relates to, and flag the ones Rillet has not accounted for with a credit memo.

**Step 1: Read Stripe refunds and disputes**

Work out the start date as today minus {lookback-days} days. Call `stripe-get-refund` and `stripe-get-dispute`, each with `created-date.from` = that date. For each, call `stripe-get-charge` with `charge-id` to get the invoice-id. If the charge has no invoice-id, list it under Not invoice-backed. Otherwise call `stripe-get-invoice` with `invoice-id` to get the invoice number.

**Step 2: Find the Rillet side**

Call `rillet-get-invoices` (no filters) and match the Stripe invoice number to invoice-number exactly. For each matched Rillet invoice call `rillet-get-credit-memos` with `invoice-id` = the Rillet invoice-id.

**Step 3: Report**

* Refunds: refund-id, amount, reason, Stripe invoice number, Rillet invoice-id, and the credit memo number and total if one exists. Flag refunds with no credit memo, or whose credit memo total differs from the refund amount.
* Disputes: dispute-id, amount, reason, status, details-due-by, and the Rillet invoice. Flag lost disputes with no credit memo, and list open disputes with evidence due in the next 7 days first.
* Invoice not in Rillet: Stripe refunds or disputes whose invoice number has no Rillet match.
* Not invoice-backed charges.

**Rules & Guidelines:**

* `stripe-get-refund`, `stripe-get-dispute`, `stripe-get-charge` and `stripe-get-invoice` are on the stripe server. `rillet-get-invoices` and `rillet-get-credit-memos` are on the rillet server.
* This prompt is read-only. Do not call `rillet-add-credit-memo`, `rillet-apply-credit-memo`, `rillet-update-credit-memo` or `rillet-unapply-credit-memo`.

**Validation:**

* If Stripe has no refunds or disputes in the period, say so and stop.
* Stripe amounts may be in the smallest currency unit. If a refund is exactly 100 times its credit memo total, divide Stripe amounts by 100 and say so once.
* 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

Accounts receivable

Book refunds Rillet is missing

Refunds with no credit memo, or the wrong amount, are listed to fix.

Check Stripe refunds and disputes from the last 14 days against Rillet credit memos.

Disputes specialists

Never miss an evidence deadline

Disputes with evidence due within a week come first, so you respond in time.

Which Stripe disputes need evidence in the next 7 days?

Controllers

Keep revenue from being overstated

Lost disputes with no memo are flagged so revenue reflects money actually kept.

List lost Stripe disputes this quarter with no credit memo in Rillet.

How it works

What PopdockAI does when you ask

You choose a lookback, and your AI assistant checks Stripe refunds and disputes against Rillet credit memos. It only reads and puts urgent disputes at the top.

01

Ask

You choose a lookback, 30 days by default.

Your AI tool

02

Trace

It follows each refund and dispute through its charge to the Rillet invoice.

stripe-get-refund
stripe-get-dispute
stripe-get-charge
stripe-get-invoice
rillet-get-invoices

03

Check

It compares the invoice's credit memos with the refund or dispute.

rillet-get-credit-memos

04

Report

You get urgent disputes first, then gaps, with nothing booked.

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-refund

Returns refunds (charge, customer, amount, reason, status) from Stripe.
get-data

stripe-get-dispute

Returns disputes (charge, amount, reason, status, evidence due date) from Stripe.
get-data

stripe-get-charge

Returns charges (amount, status, refunds, customer, card used) from Stripe.
get-data

stripe-get-invoice

Returns invoices (number, customer, status, dates, totals, amount remaining) from Stripe.
get-data

rillet-get-invoices

Returns customer invoices (number, customer, dates, status, totals, amount due) from Rillet.
get-data

rillet-get-credit-memos

Returns customer credit memos (number, customer, invoice, totals) 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

Refunds booked and no deadline missed

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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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