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See your 2Checkout payout position in one view
For finance teams who ask their AI assistant to line up payouts, fees, reserves and chargebacks for a currency.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
A payout balance that never ties out at a glance
Payout reconciliation in 2Checkout spans a balance report and a list of payouts. Reserves, processing fees and chargeback fees sit in different places, and mixed currencies make it worse.
Without PopdockAI
- Open the payout balance report
- List payouts on another screen
- Find reserves and chargeback fees
- Mix currencies while totalling
With PopdockAI
- Payout balance read with fees, tax, commission and reserves
- Payouts listed with fees, refunds and transfer date
- Incomplete payouts called out
- Currencies kept apart, nothing initiated
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Review the payout position for currency `{currency}` (such as USD or EUR).
**Step 1: Balance**
Call `2checkout-get-payoutbalance` with `currency` set to `{currency}`. Note orders-total, processing-fees, chargeback-fees, tax-collected, affiliates-commission and the rolling-reserve and dispute balances.
**Step 2: Payouts**
Call `2checkout-get-payout` with `currency` set to `{currency}`. List status, payment-type, amount, total-fees, total-refunds, summary-chargeback-fund and transfer-completion-date.
**Step 3: Report**
Show the balance table, the recent payouts, and any payout that is not completed. Point out reserves held and chargeback fees. Never combine currencies.
**Rules & Guidelines:**
* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**
* If `{currency}` is blank, run the steps once per currency returned and keep them separate.Who it's for
One answer, three teams that use it
Treasury analysts
See what is held in reserve
Reserve and dispute balances are shown next to the payouts.
How much is 2Checkout holding in reserve in USD right now?
Accountants
Reconcile payouts for one currency
Balance and payouts together make the month end tie out simpler.
Show the 2Checkout payout balance and recent payouts in GBP.
Finance managers
Spot payouts that have not completed
Payouts that are not completed are listed for follow up.
Are any 2Checkout payouts not completed yet, and what chargeback fees are held?
How it works
What PopdockAI does when you ask
You name a currency and your AI assistant reads the balance and payouts side by side. Nothing is initiated or changed.
01
Ask
You name a currency, or leave it blank for each currency.
02
Balance
It reads the payout balance with fees, tax, commission, reserve and dispute figures.
03
Payouts
It lists payouts with status, amount, fees, refunds and transfer date.
04
Report
You get the tables, incomplete payouts and the reserves and chargeback fees held.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-payoutbalance
2checkout-get-payout
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
Balance, reserves and payouts ready to reconcile
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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