Kick has raised $20M to build the future of accounting

We’ve built Rules to give you full control over your transactions and accounting reports in Kick.

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Custom Chart of Accounts

With Rules revealed, we’re also opening up the ability for you to create your own custom Chart of Accounts.

You can now map your Transactions to an unlimited number of custom GL accounts to tailor Kick to any industry, all on the Kick Plus Plan.

Rule Groups

Most accounting rule engines rely on a long, disorganized list of Rules that are difficult to manage at scale.

Kick breaks this trend with a new system called Rule Groups that allows you to create powerful sequences of Rules chained together.

Rule Groups allow you to organize your Rules by Tax Year, Entity, Member, Industry or any way you prefer.

Just drag-and-drop each Rule Group to set your priority, and watch your Rules run exactly as intended.

Improvements

• New Categories: Introduced Escrow, Loan Fees, and Dividend Income to our standard category taxonomy to support development of automated loan reconciliation and Mercury Treasury accounts.
• Document Processing: Enhanced the document importer with expanded CSV support, stronger error handling, and the ability to process brokerage and treasury statements.
• Bulk Operations: Released bulk unsplit functionality and improved the speed of bulk transaction updates.
• Gusto Integration: Enabled automatic reconciliation for Bonus and Commission transactions.
• Connection Management: Improved handling for Plaid and direct integrations (PayPal, Mercury) and added additional safeguards to prevent duplicate account connections.
• Invoices: Added product-level categorization for Stripe Invoices to improve reporting accuracy (beta).
• UI Polishing: Refined component styles across the product for greater consistency.

Fixes

• UI Responsiveness: Fixed layout and responsive design issues across filters, transaction columns, Documents tab, and various table components.
• Transaction Processing: Resolved timezone conversion issues in transaction displays and improved accuracy of monthly transaction aggregation.
• Modal & Drawer Behavior: Fixed scrolling issues in dropdowns, prevented body scroll when drawers are open, and resolved text selection problems in drawers.
• Navigation: Fixed transaction footer stickiness behavior and improved smooth scrolling when changing transaction pages.
• Intercompany Journal Entries: Corrected automated journal entry generation for intercompany credit card payments.
• Accounting Filters: Resolved stability issue with the "All Time" filter to prevent app crashes.
• Stripe Transactions: Suppressed same-day reversed transaction holds from Stripe on the Transactions tab for cleaner reporting.
• Other Entities Management: Deprecated the "Other Entities" placeholder entity in Cash Flow and Accounting tabs for more accurate entity tracking.
• Receipt Matching: Resolved workspace member handling in receipt matching workflows.
• Transaction Details: Fixed edge case causing blank Ledger rendering within Transaction Details.

AI

• Document Extraction: Upgraded account information extraction to GPT-5 with improved accuracy for parsing and extracting data from PDF documents and bank statements.
• Transaction Categorization: Implemented chat-based categorization system with improved ML taxonomy mapping and better confidence scoring for transaction classification.
• Import Processing: Enhanced ML-powered transaction extraction with better confidence thresholds and improved handling of low-confidence predictions during document import.