Professional Settlement Statements for Notaries

Transforming raw accounting exports into client-ready settlement statements is a time-consuming and error-prone task for notary offices. The afrekening-overzicht skill automates the structuring of dossier figures—including provisions, registration duties, fees, and disbursements—into clear, transparent overviews for clients.

What it does

The skill processes financial data from a notary dossier (Excel exports or lists) and organizes it into three distinct blocks: what the client paid, how those funds were allocated (taxes, fees, and costs), and the final balance. It supports both Dutch and English, ensuring legal terminology remains accurate and accessible to the layperson.

Why use this skill

• Automated Reconciliation: It performs a hard "math check" before outputting. If the incoming funds don't match the expenses and balance, it stops and flags the exact discrepancy rather than guessing.
• Client Clarity: It adds human-readable "reading guides" to explain complex costs like registration duties or mortgage office fees.
• Multi-Party Support: Handles complex dossiers with multiple parties by maintaining separate columns, preventing the commingling of client funds.
• Professional Formatting: Produces structured Markdown or document drafts that follow standard notarial accounting practices (derdengelden).

Professional Standards

Designed with GDPR and professional secrecy in mind, it focuses on dossier-specific data and avoids exposing third-party bank details unless explicitly required.