Turn an Amazon Seller Central transaction export into a P&L

---
name: "build-a-pl-from-an-amazon-transaction-export-method"
description: "Use when you need to Turn an Amazon Seller Central transaction export into a P&L. Build a P&L from your Amazon transaction export with an agent, approving the categories first"
---

# Build a P&L from your Amazon transaction export with an agent, approving the categories first

Job: [Turn an Amazon Seller Central transaction export into a P&L](https://aiagents.org/canai/build-a-pl-from-an-amazon-transaction-export)

## Need

- AI agent

## Steps

1. Export your transaction report from Seller Central. In Amazon Seller Central, go to Reports, then Payments, then Transaction View. Choose your date range and download as a spreadsheet file. Check: You have a file with individual transaction rows, each with a type, description, and amount.
2. Upload the file and request a transaction type inventory. Attach the file to the agent and ask it to list every distinct transaction type before doing anything else. This step surfaces unusual types that need a custom category before any classification runs. Check: The agent returns a list of transaction types and no P&L has been built yet.
3. Confirm the category mapping. Check that each type maps to a sensible P&L line. Correct any that are wrong, for example a storage surcharge mapped to Revenue instead of Amazon Fees. Check: You have approved a mapping with no obvious errors.
4. Generate the P&L. Tell the agent to build the full P&L using the approved mapping. Require formulas and ask it to flag any row it cannot classify with confidence. Check: Total cells contain formulas, not hardcoded numbers. The row count matches the source file.
5. Handle flagged rows and spot-check the result. Assign any flagged rows yourself. Cross-check two or three line items against the original file before you use the P&L for any decision. Check: No flagged rows remain unassigned and spot checks match the source data.
6. Optional: The source includes an agent prompt and a list of what goes wrong; they are linked there, not copied here.
7. Note: Steps quoted from the Agents Handbook (CC BY 4.0). The agent works from your sales export, so upload only that file.

## Credit

Method author Agents Handbook editors (CC BY 4.0)
Source: https://agentshandbook.com/p/build-a-pl-from-an-amazon-transaction-export