Kick Docs

Business Owners

• Kick Docs for Business Owners: Kick is self-driving bookkeeping software. Here's everything you need to manage your business finances in one place.
• Setup Guide: Get your Kick workspace fully set up and your books running in a few steps.
• Monthly Review Guide: A 15-minute monthly habit that keeps your books accurate and your financial picture clear all year.
• Tax Prep Guide: How to get your books to a state your accountant can actually work with - and what a clean handoff looks like.
• Set Up Your Workspace: Create your Kick account and get your business workspace ready.
• Multi-Entity: Manage multiple businesses from one Kick workspace.
• Connect Your Accounts: Link your bank accounts, credit cards, and financial tools so Kick can pull in your transactions automatically.
• Universal Importer: Upload bank statements or CSVs to bring in transactions when a live bank connection isn't available.
• Receipts: How to attach receipts to transactions in Kick — and why it matters for taxes and audits.
• Opening Balances: Set starting balances for your accounts so your Balance Sheet and reports are accurate from day one.
• Chart of Accounts: The list of accounts that organizes everything in your books - managed by your accountant, visible to you.
• Invite Your Team: Add your accountant, bookkeeper, or business partners to your workspace.
• Transactions: View and manage all the financial activity flowing through your connected accounts.
• Categorization: Kick automatically categorizes your transactions and learns from your changes.
• Personal to Business: Capture business expenses that were paid from a personal account.
• Reconciliation: Confirm that your Kick transactions match your official bank statements, period by period.
• Journal Entries: Understand what journal entries are, when they're created, and how to view them in your books.
• Transfers: Make sure money moving between your accounts is recorded correctly and doesn't skew your reports.
• Splits: Break a single transaction into multiple line items when a charge covers more than one category or business.
• Rules: Automate how Kick handles recurring transactions so you spend less time on manual categorization.
• Classes: Track performance by location, department, project, or any other dimension that matters to your business.
• Counterparties: Vendors and customers in Kick - how they work and how to manage them.
• Loans: How to record loan payments correctly so your books stay accurate and your Balance Sheet reflects what you actually owe.
• Payroll: How payroll transactions flow into Kick and what to do if you run payroll outside of Gusto.
• Memos: Add notes to transactions to explain what they were for - useful for your accountant, your records, and audit readiness.
• Documents: How to store, attach, and find business documents in Kick - contracts, statements, tax forms, and more.
• Invoicing: Create and send invoices to your customers directly from Kick. Coming soon.
• Bill Pay: View and manage your bills in Kick, with real-time sync from Ramp.
• Insights: A real-time view of how cash is moving through your business - what's coming in, what's going out, and what's left.
• Profit & Loss: See your income and expenses for any period - your most important view of business performance.
• Balance Sheet: A snapshot of what your business owns, what it owes, and what's left over.
• Cash Flow: Understand where your cash is actually coming from and where it's going.
• Expenses by Vendor: See exactly who you're paying the most and how your vendor spending breaks down.
• Tax Package: Download a complete year-end financial package to hand off to your tax preparer.
• Tasks: How your accountant or team sends you questions and requests - and how to respond.
• Activity: A complete log of every change made in your workspace - who did what and when.
• Locks: What it means when your accountant locks a period, and what you can still do.
• Overview: Connect your banks, payment tools, and financial apps to bring all your transactions into Kick automatically.
• Google Sheets: Import your Kick financial reports directly into Google Sheets - no downloading, no copy-paste.
• Ramp: Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick.
• Mercury: Connect Mercury to sync your transactions and bank statements directly into Kick.
• Gusto: Connect Gusto to sync your payroll runs into Kick automatically, broken out by expense type.
• Stripe & PayPal: Connect Stripe or PayPal to sync your payments, fees, and payouts into Kick automatically.
• BILL (Coming soon): Sync your BILL bills, vendors, and payments directly into Kick.
• Manage Integrations: Fix disconnected accounts, reassign accounts to entities, and manage your integration settings.
• FAQs: Answers to the most common questions from Kick business owners.
• Contact Us: Reach the Kick team through in-app chat or email.
• Glossary: Plain-English definitions for terms you'll encounter in Kick.
• Security: How Kick protects your financial data and what you should know about privacy.
• Roles & Permissions: Control what each person on your team can see and do in your workspace.
• Plan Comparison: Start free, or choose the plan that fits where your business is today.
• Keyboard Shortcuts: Keyboard shortcuts to help you move faster in Kick.

Accountants

• Kick Docs for Accountants
• Set Up Your Firm
• Register for Kick: Turn your firm into an AI-enabled practice—set up your Kick account to get started.
• Invite your Team: Add accountants, bookkeepers, and staff to your firm so they can access client workspaces.
• Free Firm Workspace: Your firm workspace is a Plus-tier environment where you can run your firm's own books, demo Kick to prospects, and test new workflows before rolling them out to clients.
• Add a Client Workspace: Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team.
• Setup Guide: A step-by-step guide for setting up your firm and onboarding clients to Kick.
• Close Guide: A step-by-step guide for executing a period close in Kick.
• Catch-Up Guide: A step-by-step guide for bringing a client's books up to date in Kick — whether they're months or years behind.
• Chart of Accounts: Every entity in Kick comes with a standard Chart of Accounts, designed to map to that entity type's tax form. The Chart of Accounts is fully customizable to support your client's reporting needs.
• Import your Chart of Accounts: Import your previous Chart of Accounts into Kick, map accounts to Kick's standard Chart of Accounts, or create custom accounts in bulk.
• Add, Edit, and Delete Accounts: Add custom accounts to any subtype, edit account names and numbers, or disable and delete accounts you no longer need.
• Import Opening Balances: Import a Balance Sheet from your previous accounting system to set opening balances in Kick.
• Remove an Opening Balance: Remove an opening balance entry from an individual account in the Chart of Accounts.
• Ledgers: An overview of how the Cash and Accrual ledgers work in Kick.
• Organization vs Workspace: Your organization is where you manage your team and client roster. A workspace is where you manage one client's books — including multiple entities under a single roof.
• Migration: Bring your clients' historical financial data into Kick from QuickBooks Online, or any other accounting software.
• QuickBooks Online → Kick Migration Checklist: A phase-by-phase checklist for migrating a client from QuickBooks Online to Kick.
• Multi-Entity
• Adding & Removing Entities: Add or remove entities as your client's business structure changes.
• Integrations
• Connect Accounts: Bring your client's financial accounts into Kick via Plaid, direct integrations, or file import.
• Payment Processors: Connect Stripe and PayPal to sync transaction-level detail into Kick, including customer information, product data, and automatic revenue and fee splits.
• Ramp: Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick.
• Mercury: Connect Mercury to sync transactions, bank statements, and treasury activity directly.
• Gusto: Connect Gusto to automatically sync payroll runs, domestic contractor payments, and reimbursements into Kick.
• Bill.com: Sync your Bill.com bills, invoices, vendors, customers, and payment directly into Kick.
• Manage Integrations: Update connected account settings, fix disconnections, merge accounts, and pause or remove connections from the Accounts tab.
• Universal Importer: Upload bank statements and CSVs to bring in transaction data for institutions not supported by Plaid, or to backfill history beyond Plaid's lookback window.
• Multi-Account Statements: Handle bank statements that combine multiple accounts into a single PDF.
• Invite your Clients: Give your clients access to their workspace for a smooth collaboration.
• Categorization: Kick uses two layers to categorize transactions automatically — an AI layer that handles the first pass, and a rules layer that gives you full control.
• Custom Categories: Create custom categories to tailor Kick's categorization to your client's specific reporting needs.
• Categories vs General Ledger: Kick uses two parallel systems to label transactions — categories for business owners, and general ledger accounts for accountants.
• Transactions: View, categorize, and manage all synced transactions across your client's entities from a single tab.
• Deleting Transactions: Manage transactions that should not be included in business financials.
• Personal to Business: Have your clients connect their personal accounts to Kick to capture all deductions.
• Transfers: Match transfers between accounts so money movement is recorded accurately and doesn't inflate your client's income or expenses.
• Rules: Automate your bookkeeping by creating Rules.
• Splits: Split transactions across categories, classes, entities, and more.
• Classes: Classes let you organize transactions beyond standard categorization by grouping them under any custom system that fits your business.
• Counterparties: Manage your customers and vendors across entities in a consolidated view.
• Documents: The Documents tab is a centralized hub for all files associated with a workspace — receipts, bank statements, tax forms, and anything else.
• Invoicing: Track outstanding and paid invoices across your client's entities, and manage accounts receivable reconciliation on the Accrual ledger.
• Bill Pay: Track outstanding and paid bills across your client's entities, and manage accounts payable reconciliation on the Accrual ledger.
• Ramp Chart of Accounts Setup: Import your Kick Chart of Accounts to Ramp in three steps.
• Reconciliation: Compare your client's transaction data in Kick against bank and credit card statements to surface discrepancies before closing the books.
• Multi-Account Statements: Handle bank statements that combine multiple accounts into a single PDF.
• Journal Entries: Adjust your clients books at month or period end using the journal entry editor feature.
• Create Recurring Entries: Recurring journal entries automate entries you'd otherwise recreate manually each period.
• Create Reversal Entries: Automate journal entry reversals to keep financials clean and up to date.
• Payroll: Automate payroll reconciliation by using Gusto, or reconcile manually using journal entries.
• Loans: Accurately record liability balances on your Balance Sheet.
• Tasks: Tasks is Kick's collaboration tool for managing your workspace.
• Accrual Tasks: Automate your Accrual ledger review using tasks.
• Locks: Locks prevent changes to transactions and journal entries prior to a selected date, protecting your completed work from being modified by other workspace members.
• Activity: Full visibility and control over every change.
• Insights: Insights is your client's view of their cash activity — broken down by the categories they see on the Transactions tab, with a chart and ability to drill down into the details.
• Profit & Loss: Analyze income and expenses with period comparisons, class filtering, and drill-down to the GL.
• Balance Sheet: View your client's assets, liabilities, and equity as of a specific date.
• Trial Balance: Review debit and credit totals by account for a given period to verify the books are in balance.
• Cash Flow
• General Ledger: View every transaction and journal entry posted to your client's Chart of Accounts.
• Expenses by Vendor
• Tax Package: Generate a complete year-end financial package for tax preparation in a single download.
• Tasks: Tasks is Kick's collaboration tool for managing your workspace.
• Activity: Full visibility and control over every change.
• Views: Views let you customize how data is displayed across Kick. The same column, filter, and layout controls are available on multiple tabs throughout the platform.
• Memos: Add context across your Kick workspace with your own notes.
• Invite your Clients: Give your clients access to their workspace for a smooth collaboration.
• Roles & Permissions: Control who can access your firm's clients and what they can do inside each workspace.
• Add a Client Workspace: Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team.
• Add Existing Kick Users as Clients: If your client already has a Kick workspace, they can invite your firm directly — no need to create a new workspace from your Clients tab.
• Remove or Delete Clients: Remove clients from your firm workspace, or delete them permanently.
• Subscription & Billing: Manage your firm's subscription, monitor client plans, and track your monthly invoices from the Billing page in Kick.
• Change a Client's Plan: Upgrade or downgrade client plans at any time.
• Transfer Client Billing: Change billing ownership from client to firm, or vice versa.
• Entity Management
• Adding & Removing Entities: Add or remove entities as your client's business structure changes.
• Editing Entity Start and End Dates: The entity start and end dates control the range of transaction data that syncs in Kick.
• Contact Us: Reach the Kick team through in-app chat, email, or your dedicated Slack channel.
• FAQs
• Glossary
• Security
• Firm Settings: Update client-facing firm name, logo, and more.
• Keyboard shortcuts: Kick has keyboard shortcuts to help you navigate the product and get through your work faster.
• Plan comparison guide: Start Free, or take advantage of discounted multi-entity or bulk pricing on Plus or by joining the Kick Accountant AI Program.

AI & MCP

• Getting Started: Connect AI assistants (MCP) or command-line tools (CLI) to Kick to automate reviews, run checks, and streamline your workflows.
• Permissions and Security: Understand Kick personal access tokens, MCP OAuth scopes, workspace boundaries, audit attribution, confirmation previews, and prompt safety.
• Quickstart: Your AI can read and update your Kick data through conversation, and connect to all your other tools in the same place.
• Connectors: Use your preferred AI tool to query transactions, analyze financials, and automate workflows; Kick works with any MCP-compatible assistant.
• Connect Claude: Give Claude deep context on your clients' financials. Query transactions, generate reports, create automation rules, and execute bookkeeping changes, while maintaining full conversation history.
• Connect ChatGPT: Ask ChatGPT to analyze your clients' books and take action. Pull reports, categorize transactions, and automate rules without leaving the conversation.
• Connect Gemini: Connect Gemini to Kick and combine visual and conversational AI. Upload receipts, query transactions, analyze trends, and update bookkeeping, all in one multimodal conversation.
• Connect Perplexity: Ask Perplexity questions about client data and give it commands. Query transactions, generate reports, create automation rules, all with cited, verified responses.
• Connect Microsoft Copilot: Build custom AI agents that can read your clients' Kick data, generate reports, and execute approved bookkeeping changes, all through natural conversation in your organization's Copilot.
• Connect Cursor: Give Cursor full control of your clients' books. Read transactions, generate reports, create rules, and execute bookkeeping changes without leaving your editor.
• Connect custom AI tools: Your AI tool supports MCP but we don't have a guide for it yet? Use these connection details to give it full access to read and update your Kick data.
• Use Case Library: Explore examples of MCP workflows you can run with Kick.
• MCP Example Workflows: Sample AI assistant prompts for daily operations, period close, investigation, cleanup, deliverables, onboarding, and reusable MCP routines.
• Kick Tool List: User-facing summary of what you can ask the Kick AI agent to do through MCP, grouped by capability.
• Quickstart: Run accounting lookups and reports from your terminal. Authenticate, pick a workspace, and pull transactions or financial statements with the Kick CLI.
• Use Case Library: Copy verified Kick CLI scripts for reporting, transaction review, data export, and integrations. Every command matches the current CLI surface.
• Monthly Reporting: Export profit and loss JSON for every entity, compare periods, and archive reports for client delivery using verified Kick CLI commands.
• Transaction Management: Export transactions for review, spot duplicates, and inspect a transaction before applying a confirmed update with the Kick CLI.
• Reconciliation and Cleanup: Alert on uncategorized transactions, find rows missing memos, and review recent transaction activity with verified Kick CLI commands.
• Data Analysis: Summarize expenses by category and export cash flow statement data with Kick CLI read commands and jq.
• Integration Scripts: Pipe Kick CLI JSON into HubSpot, a database, Notion, or Slack using verified read commands and external API calls.
• Advanced Scripting: Parse CLI JSON with jq, set tokens and workspace defaults, and schedule verified read workflows with cron.
• MCP: Reference material for connecting to and using the Kick MCP server.
• Tool Reference: Complete technical reference for Kick MCP tools, endpoints, auth, conventions, inputs, and tool details.
• Advanced Setup: Connect Cursor, Gemini CLI, Perplexity, or generic MCP clients, plus reference details on PATs, OAuth scopes, workspace selection, and tool discovery.
• Reference: Technical reference for Kick MCP endpoints, credentials, workspace selection, tool discovery, and common tool examples.