multi entity.md
For the complete documentation index, see llms.txt. Markdown versions of documentation pages are available by appending .md to page URLs; this page is available as Markdown.
Multi-Entity
If you own more than one business, or have a holding company structure, Kick lets you manage all your entities from a single workspace. Each entity has its own books, reports, and transaction history. Multi-entity is included on all plans.
How entities work
Each entity in your workspace operates independently with its own:
- Financial statements (P&L, Balance Sheet, etc.)
- Connected accounts and integrations
- Documents and tasks
- Transaction history
You can view transactions across all entities in a single feed, or filter to a specific entity at any time.
Add an entity
- Go to Settings → Entities
- Click Add entity
- Enter the business name, entity type, and bookkeeping start date
- Click Create
Once created, connect the entity's accounts the same way you connected your first business.
→ Connect Your Accounts & Integrations
Moving expenses between entities
If a transaction lands in the wrong entity, you can reassign it from the Transactions tab - just change the entity on the transaction. Kick automatically generates the intercompany journal entries on both sides, so your books stay balanced without any manual work.
Splitting shared expenses
For expenses shared across businesses - like rent, software, or insurance - you can split a single transaction across multiple entities by amount or percentage. Kick handles the intercompany entries automatically.
→ Splits
Personal entity
Every workspace includes a Personal entity for connecting personal bank accounts and credit cards. Transactions in the Personal entity don't post to your business books - you review them and move any business expenses across manually.