Free agents + LAUNCH30: 30% off paid agents until 31 Dec 2026 (one-time purchases only) See free agents
Oarsman AI Sign in

Shop Statement P&L / Docs

Shop Statement P&L: setup guide

One month's statement becomes a P&L with sales, refunds and every fee type split out, your fee rate, taxes collected kept apart and what reached your bank.

Who it is for: Handmade or print-on-demand seller on Etsy who does their own books and downloads the monthly payment account statement.

Format: Claude skill pack · Version: 1.0.0 · Tested on: Python 3.13.5 (standard library only)

What it does

Each statement row is placed by its type and title: sales, refunds, transaction, processing, listing, offsite ads and regulatory fees, ads, shipping labels, currency conversion and subscriptions. Fee credits net off their fee line. Taxes collected and deposits to your bank are kept out of profit and shown apart. A sale exported twice counts once; repeated fee rows such as two listing renewals are kept. Fees as a share of sales give your fee rate.

What you need

  • Claude.ai with code execution switched on (or Claude Code, or just Python 3.10+)
  • Your monthly statement CSV (Shop Manager > Finances > Monthly statements)

5-minute setup

  1. Claude.ai: open Settings → Capabilities → Skills, click Upload skill and pick claude-ai-upload/shop-statement-pnl.zip.
  2. Claude Code: copy the folder skills/shop-statement-pnl into ~/.claude/skills/.
  3. Start a new chat. Attach your file and say: "Use shop-statement-pnl. What did my shop really make in October, and which fees cost the most?".
  4. Claude runs the script and gives you the files listed under Outputs. Check them before you act on them.

Try it with the sample

Run the sample (a fictional October 2026 statement):

python3 skills/shop-statement-pnl/scripts/core.py samples/statement-2026-10.csv --out out

You should see sales $144.00, refunds -$30.00, fees and costs -$49.55 (a 34.4% fee rate), profit before cost of goods $64.45 and $60.00 deposited to the bank.

Settings you can change

Option Default What it is
statements (required) One monthly statement CSV
--out out Output folder

What goes in and what comes out

Inputs: One monthly statement CSV

Outputs: report.md with profit and the fee rate; pnl.csv with one line per fee type; fees.svg chart; unclassified.csv

What Pro adds

  • Several months side by side in one P&L
  • Cost of goods from your sold order items and a cost list
  • Gross margin per item

Pro: https://oarsmanai.com/agents/shop-statement-pnl-pro/

AI disclosure and limits

This product does not call an AI model at run time. It was built by Oarsman AI's AI agents and checked by the automated tests shipped with it.

Limits: - One month and one statement per run. - Reads the monthly statement CSV layout; other marketplaces need the same columns. - No cost of goods; profit is before product costs. - Bookkeeping help, not tax or accounting advice.

Not tested by us: - statements in languages other than English - XLSX files in the shipped tests (CSV only) - shops paid out in several currencies

Files

  • oarsman-shop-statement-pnl-v1.0.0.zip
  • CHANGELOG.md
  • QA-REPORT.json
  • README.md
  • SPEC.md
  • SUPPORT.md
  • TROUBLESHOOTING.md
  • VERSION
  • VIDEO-SCRIPT.md
  • claude-ai-upload
  • diagram.mmd
  • diagram.png
  • preview.png
  • samples
  • skills
  • tests

Help

Self-serve: see TROUBLESHOOTING.md (fixes and FAQ). There is no call, chat or email support. Fixes ship as new versions at your download link. Refund: 14 days, works as described, through the checkout platform.