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For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/setting-up/connect-your-accounts-and-integrations.md).

### How connections work

Kick supports three ways to bring financial data in:

- **Plaid:** connects to over 12,000 banks and credit cards. This is the primary method for most accounts.

- **Direct connections**: native [integrations](https://docs.kick.co/integrations/integrations) for tools like Ramp, Mercury, Gusto, Stripe, and PayPal with richer data syncing, including auto-splits and receipt matching.

- **Universal Importer**: upload PDF bank statements or CSVs for institutions not supported by Plaid, or to backfill historical data.

### Connect a bank or credit card

1. Go to the **Accounts** tab  
2. Click **Add account**  
3. Select your institution from the list, or search for it  
4. Complete the login flow to authorize the connection  
5. Confirm whether each account is **Personal** or **Business**  
6. Click **Continue**

Once connected, Kick begins syncing transactions automatically from your bookkeeping start date.

When you connect a bank, all accounts at that institution are imported. Each account can be assigned to a different entity if you have multiple businesses.

### Transaction history

Kick pulls in as much history as your bank provides through Plaid - typically 6 to 24 months depending on the institution. If you need older data, upload historical statements via the [Universal Importer](https://docs.kick.co/setting-up/universal-importer).

### Personal accounts

If you sometimes use a personal bank account or credit card for business expenses, connect it as a **Personal** account. Transactions from personal accounts don't post to your books automatically - you review them and move any business expenses across manually.

→ [Personal to Business](https://docs.kick.co/common-workflows/personal-to-business)

### Manage connections

To view, reconnect, or remove an account, go to **Accounts** and click on any connected account to see its settings. If a connection breaks (this can happen when a bank requires re-authentication), Kick will flag it and prompt you to reconnect.