{"product_id":"12-shopify-finance-agents-for-claude","title":"12 Shopify Finance Agents for Claude","description":"\u003cp\u003eUnderstand 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.\u003c\/p\u003e\n\u003cp\u003eDesigned for Shopify merchants, e-commerce CFOs and FP\u0026amp;A teams, the workflow gives each agent a defined responsibility, required inputs, named outputs and checks for the next handoff.\u003c\/p\u003e\n\u003ch3\u003eThree connected workflows\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales\u003c\/strong\u003e covers order data, discounts, returns, customer shipping, sales tax and the bridge from gross sales to net sales.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCash\u003c\/strong\u003e matches captures and refunds, separates processor fees and chargebacks, and reconciles Shopify payouts with bank deposits.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit\u003c\/strong\u003e traces COGS, sellable restocks, fulfillment and advertising costs into SKU contribution and the final operating P\u0026amp;L.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat the kit includes\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e12 Markdown agent definitions for Claude Code, with instructions for using selected roles in Claude chat.\u003c\/li\u003e\n\u003cli\u003eAn editable Excel control workbook with sales, cash, profit, SKU and reconciliation views.\u003c\/li\u003e\n\u003cli\u003eA five-page PDF playbook and setup instructions.\u003c\/li\u003e\n\u003cli\u003e12 synthetic source CSVs and an independent Python calculation checker.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eFollow 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.\u003c\/p\u003e\n\u003cp\u003eStart 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.\u003c\/p\u003e","brand":"FinancialModelsLab","offers":[{"title":"Default Title","offer_id":69093219795187,"sku":"HS-SHOPIFY-FINANCE-12","price":0.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0522\/6191\/2762\/files\/12-shopify-finance-agents-claude-cover.png?v=1794480765","url":"https:\/\/financialmodelslab.com\/products\/12-shopify-finance-agents-for-claude","provider":"Financial Models Lab Templates","version":"1.0","type":"link"}