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Add bank accounts once, with a valid IBAN
For finance teams who want new bank accounts set up without duplicates or mistyped IBANs, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Business Central, pick your AI tool and paste the prompt.
The problem
A mistyped IBAN sends payments to the wrong place
Adding a bank account means making sure the account number or IBAN is not already set up and that the IBAN is valid. A duplicate or mistyped account causes reconciliation headaches and misdirected payments.
Without PopdockAI
- Search bank accounts by name and number
- Compare IBANs by eye
- Type the IBAN and hope it is right
- Untangle a duplicate during reconciliation
With PopdockAI
- Existing accounts are searched by name, number and IBAN
- An exact match stops the setup
- The IBAN is checked for a country prefix and check digits
- You preview it, then one account is created with a setup reminder
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Create the bank account `{bank-account-name}` with the details in `{details}`.
Pass `{company}` as the company argument on every call. If `{company}` is empty, leave the company argument out so the connector's default company is used.
**Step 1: Duplicate check**
Call `business-central-get-bank-account` with name.contains set to `{bank-account-name}`. If `{details}` gives an account number, call it with bank-account-number set to it. Compare iban on the results with any IBAN given. Stop on an exact account number or IBAN match.
**Step 2: Collect the fields**
From `{details}` take number, bank-account-number, iban and currency-code. Check the IBAN has a two-letter country prefix and two check digits.
**Step 3: Preview and confirm**
Show the record. Ask for confirmation.
**Step 4: Create**
After confirmation call `business-central-create-bank-account` once. A correction straight away uses `business-central-update-bank-account` with the id it returned; existing bank accounts cannot be updated through these tools because no read returns their id.
**Step 5: Confirm the result**
Re-read with `business-central-get-bank-account` and report the new account number. Remind the user that posting groups and bank reconciliation are set up in Business Central.
**Rules & Guidelines:**
* Do not call any create or update tool until the user has confirmed the exact values shown in the preview.
* Create at most one bank account.
**Validation:**
* If neither an account number nor an IBAN is given, ask.Who it's for
One answer, three teams that use it
Treasury and cash managers
Open new accounts in the ledger quickly
Add a new bank account in one message with its IBAN checked.
Set up bank account Payroll GBP in Business Central, IBAN GB29NWBK60161331926819.
Accountants
Avoid duplicate bank accounts
An exact match on name, number or IBAN stops the setup, keeping reconciliation clean.
Is IBAN DE89370400440532013000 already set up in Business Central? If not, add it as Operating EUR.
Controllers
Reduce misdirected payment risk
The IBAN format and check digits are validated before the account exists.
Add a new Business Central bank account, Savings USD, account number 004512339, at Contoso Bank.
How it works
What PopdockAI does when you ask
You give the account name and details and your AI assistant checks Business Central for duplicates and validates the IBAN. Nothing is created until you confirm.
01
Ask
You give the account name and details.
02
Check
It searches by name, account number and IBAN, stopping on an exact match.
03
Confirm
It checks the IBAN format and you preview the record.
04
Create
It creates one bank account and reads it back.
The outcome
Bank accounts added once, with a valid IBAN
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One prompt template with infinite possibilities.
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