12 Shopify Finance Agents for Claude

12 Shopify Finance Agents for Claude by Henry Sheykin and Financial Models Lab, with all twelve roles grouped into Sales, Cash and Profit.
Free digital product — no payment required
Request your copy with your name and email
Receive the download link directly in your inbox
No credit card or billing address needed
No checkout or store account to create
Save your copy for later
12 Shopify Finance Agents for Claude by Henry Sheykin and Financial Models Lab, with all twelve roles grouped into Sales, Cash and Profit.
Fictional Northline Commerce Shopify close showing $100,000 gross sales, $78,000 payouts sent, $74,000 bank deposits and $9,000 operating profit, with separate payout timing.
Free digital product — no payment required
Request your copy with your name and email
Receive the download link directly in your inbox
No credit card or billing address needed
No checkout or store account to create
Save your copy for later
Description

Understand how Shopify sales become payouts, bank deposits and operating profit. This free finance kit brings together 12 specialist agent definitions for Claude, a formula-driven Excel workbook and a worked Shopify close.

Designed for Shopify merchants, e-commerce CFOs and FP&A teams, the workflow gives each agent a defined responsibility, required inputs, named outputs and checks for the next handoff.

Three connected workflows

  • Sales covers order data, discounts, returns, customer shipping, sales tax and the bridge from gross sales to net sales.
  • Cash matches captures and refunds, separates processor fees and chargebacks, and reconciles Shopify payouts with bank deposits.
  • Profit traces COGS, sellable restocks, fulfillment and advertising costs into SKU contribution and the final operating P&L.

What the kit includes

  • 12 Markdown agent definitions for Claude Code, with instructions for using selected roles in Claude chat.
  • An editable Excel control workbook with sales, cash, profit, SKU and reconciliation views.
  • A five-page PDF playbook and setup instructions.
  • 12 synthetic source CSVs and an independent Python calculation checker.

Follow the fictional Northline Commerce case across September and October 2026. September records $100,000 in gross sales, $86,000 in net sales, $78,000 in payouts sent, $74,000 in Shopify bank deposits and $9,000 in operating profit. The next month shows where the timing differences land.

Start with the worked example, then use the agent roles with your own files and review the results against the source records and calculation checks. Created by Henry Sheykin for Financial Models Lab.