{ "schema": "aiblocks-page/1", "id": "seller-closing-revision-assistant", "type": "agent", "name": "Seller closing cash and escrow reviewer", "summary": "Recheck seller closing cash when a statement, working capital figure, escrow claim or fee changes. See what is paid, held and owed, each counted once.", "headline": "Seller closing cash and escrow reviewer", "subhead": "Give it your last approved closing review and the new documents. It finds what changed and reruns only the checks the change touches. You get an updated seller cash picture, a fee check if the fee changed, and a list of what is still unproven.", "job": { "id": "money-and-investing", "name": "Research investments and business value" }, "level": "advanced", "thinking": "high", "tested": true, "updated": "2026-10-27", "first_published": "2026-10-22", "inputs": [ { "type": "deal_terms", "required": true, "label": "Deal terms", "what": "the terms of one deal, such as a sale, an investment or a company purchase: price, payment terms, discounts, debt, fees and dates" }, { "type": "spreadsheet", "required": true, "label": "Spreadsheet", "what": "a spreadsheet with its data, formulas and charts" }, { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" }, { "type": "contract", "required": true, "label": "Contract", "what": "a contract or agreement in full, such as terms of service, an NDA or an order form, with its clauses, dates and any changes" }, { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" } ], "outputs": [ { "type": "audit_report", "required": true, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" }, { "type": "spreadsheet", "required": false, "label": "Spreadsheet", "what": "a spreadsheet with its data, formulas and charts" }, { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" } ], "you_give": [ "Your last approved review and its record (optional on a first run)", "The signed closing price bridge with the closing cutoff date, from the closing statement", "Working capital for the peg, the estimate paid at close and the final figure, all on the same contract definition", "The escrow deposit, what was paid out, and the claim list with one ID per claim, from the escrow agent", "The signed fee amendment and the record of the retainer already paid (only if the adviser fee changed)", "The changed files, each with its date", "The currency, the scale (such as thousands) and the name of who signs off" ], "you_get": [ "A list of what changed since the last review, with the source and date of each change", "An updated seller cash picture with what was paid at closing, what is held, what is owed back and the total expected", "The working capital settlement, worked out as final less estimate, with its sign and who pays", "The escrow split into paid out, held for claims and ready to release", "A fee check with the gross success fee, the retainer credit and the remaining invoice, when the fee changed", "A pass or fail on each double count test", "A MISSING list, CHECKS MISSED and a short record to paste into the next review" ], "use_when": [ "A revised closing statement arrives after you approved an earlier review.", "The final working capital figure is agreed, and you need to know who pays whom.", "An escrow claim is paid or a new claim is added, and the release amount needs redoing.", "An adviser signs a fee amendment, and you must update seller expenses without taking off the paid retainer twice." ], "skip_when": [ "You are the buyer and want the buyer's closing cash. This reviews the seller's side only.", "The price bridge is not signed yet. Use the Seller closing proceeds and retained cash checker once for a first draft, and label every figure a draft.", "The deal used a locked-box price with no working capital peg. Use the Locked-box deal price checker.", "You only need the adviser fee. Use the Deal adviser fee checker.", "There is a dispute, a tax question or an earnout. For an earnout held in escrow, use the Earnout payout and escrow cash checker. For the rest, ask a lawyer or tax adviser." ], "output_sample": { "input": [ "Your last approved review and its record (optional on a first run)", "The signed closing price bridge, the working capital figures and the escrow claim list", "The files that changed, each with its date", "The signed fee amendment and paid retainer record, if the adviser fee changed" ], "prerequisites": [ "An AI that can read files, such as Claude, ChatGPT or Gemini", "The Seller closing proceeds and retained cash checker and the Deal adviser fee checker, both in the agent pack", "A spreadsheet tool, only if you want a workbook" ], "output": [ { "name": "Changed since last review", "contains": "Each source that is new or changed, with its date, and the figure it moved." }, { "name": "Seller cash picture", "contains": "What was paid at closing, what is held in escrow, what is owed back and the total expected, with who pays each." }, { "name": "Working capital settlement", "contains": "The peg, the estimate and the final figure on one definition, the settlement as final less estimate, its sign and who pays." }, { "name": "Escrow split", "contains": "The deposit, what was paid out, what is held for pending claims and what is ready to release, with each claim ID once." }, { "name": "Fee check", "contains": "The gross success fee, the retainer credit and the remaining invoice. It appears only when the fee changed, otherwise it says why it was skipped." }, { "name": "Double count tests", "contains": "A pass or fail for each test, with the line that fails." }, { "name": "Record for next review", "contains": "The closing version, cutoff, clause IDs, paid adjustments, claim IDs and fee credit evidence, to paste into the next run." }, { "name": "MISSING and CHECKS MISSED", "contains": "Every gap and the line it stops, and every check that failed or could not run." } ] }, "output_shape": "REVIEW DATE , CLOSING CUTOFF , , LAST REVIEW \n\nCHANGED SINCE LAST REVIEW \nSELLER CASH paid at closing , held in escrow , owed back , total expected \n who pays each: \nWORKING CAPITAL peg , estimate , final , settlement , \nESCROW deposit - paid out = remaining \n held for claims , ready to release \nFEE BRANCH gross fee , retainer credit , remaining invoice \n or \nDOUBLE COUNT TESTS \n\nRECORD FOR NEXT REVIEW closing version, cutoff, price bridge clause IDs, paid adjustments,\n working capital status, escrow claim IDs, fee credit evidence\nMISSING \nCHECKS MISSED ", "how_to_use": [ "Download the agent pack and add it to Claude, ChatGPT or Gemini. Use one that can read files. The agent will not run without the closing cash workflow (reconcile-seller-closing-cash) and the fee checker (adviser-fee-tier-checker), so add both from the pack too.", "Say if this is a first run. If not, attach your last approved review and paste its record.", "Attach the changed documents and the figures above. State the closing date, the currency and the scale once.", "Read \"Changed since last review\" first. Check each change against its source document.", "Read the double count tests. Each says pass, or names the line that fails. Fix that line and run it again.", "Fill every MISSING line before anyone acts. This agent pays nothing and sends nothing. For a workbook, use an AI that can build spreadsheets. In plain chat you get the same tables as text." ], "checks": [ "Working-capital amounts already paid and actual escrow disbursements appear once; final settlement signs and payer are explicit. Never overwrite an accepted baseline with an unapproved scenario; record which branch ran or was skipped.", "Trace each material input to its source, date, currency, scale, sign and reporting period. Retain unresolved MISSING: lines.", "Keep hardcoded inputs separate from live formulas. Inspect changed inputs, actual recalculation, exported formulas and saved-file reopening." ], "steps": [ { "position": 1, "id": "reconcile-seller-closing-cash", "name": "Seller closing proceeds and retained cash checker", "summary": "Share the signed price bridge, working-capital records and escrow ledger. Get cash paid, later settlement, retained proceeds and unresolved items.", "url": "https://useaiblocks.com/workflows/reconcile-seller-closing-cash" }, { "position": 2, "id": "adviser-fee-tier-checker", "name": "Deal adviser fee checker", "summary": "Share the signed fee terms and deal value. Check two fee bands, retainer credit and the amount still due.", "url": "https://useaiblocks.com/skills/adviser-fee-tier-checker" } ], "next": [ { "name": "Investor statement NAV checker", "url": "https://useaiblocks.com/skills/investor-statement-nav-checker", "why": "Check the money" }, { "name": "Refinancing cash and payoff reviewer", "url": "https://useaiblocks.com/skills/refinancing-payoff-revision-assistant", "why": "Check the money" }, { "name": "Escrow release balance checker", "url": "https://useaiblocks.com/skills/escrow-release-checker", "why": "Check the money" } ], "source": null, "credits": [ { "title": "Original finance methods and model fixtures", "by": "AI Blocks contributors", "url": "", "used": "Original instructions, calculations and illustrative examples. External method references are linked separately and retain their own rights." } ], "files": [ "LICENSE" ], "links": { "page": "https://useaiblocks.com/agents/seller-closing-revision-assistant", "markdown": "https://useaiblocks.com/agents/seller-closing-revision-assistant.md", "json": "https://useaiblocks.com/agents/seller-closing-revision-assistant.json", "instructions": "https://useaiblocks.com/skills/seller-closing-revision-assistant/SKILL.md", "download": "https://useaiblocks.com/skills/seller-closing-revision-assistant.zip", "api_item": "https://useaiblocks.com/api/v1/items/seller-closing-revision-assistant", "api_document": "https://useaiblocks.com/api/v1/documents/agent/seller-closing-revision-assistant", "mcp": "https://useaiblocks.com/mcp" } }