# kick.co

> AI-optimized mirror of kick.co containing 445 pages totalling 177,884 words of clean markdown content, structured data, and semantic HTML. Original source: https://kick.co. Last updated: 2026-07-25T07:11:57.673Z.

Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG).

## Homepage

- [Tasks | Kick](/content/use/index.html) (10 words)
- [Kick Status](/content/status/index.html) (66 words)
- [Kick Docs for Business Owners | Kick Docs](/content/docs/index.html): Kick is self-driving bookkeeping software. Here's everything you need to manage your business finances in one place. (91 words)
- [accountants/index.html](/content/accountants/index.html) (103 words)
- [Kick | Self-Driving Bookkeeping](/content/site-root.html): Kick is a personal bookkeeper made for the modern Entrepreneur or Accountant who wants to automate their business life. Kick is free to use–or pays for itself. (316 words)

## Articles & Blog Posts

- [docs/ai/developer-tools/mcp/tool-reference-md.html](/content/docs/ai/developer-tools/mcp/tool-reference-md.html) (749 words)
- [docs/ai/mcp/mcp-use-case-library/mcp-example-workflows-md.html](/content/docs/ai/mcp/mcp-use-case-library/mcp-example-workflows-md.html) (2,837 words)
- [Tool Reference | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/mcp/tool-reference/index.html): Complete technical reference for Kick MCP tools, endpoints, auth, conventions, inputs, and tool details. (1,695 words)
- [docs/ai/cli/cli-use-case-library/integration-scripts-md.html](/content/docs/ai/cli/cli-use-case-library/integration-scripts-md.html) (771 words)
- [Kick Docs](/content/docs/pages/xrpz05mqmqsgnkwcclwt/index.html) (10 words)
- [Kick Docs](/content/docs/pages/6qxixcv8b6tr5nfmzsnc/index.html) (10 words)
- [docs/ai/mcp/connectors/connect-claude-md.html](/content/docs/ai/mcp/connectors/connect-claude-md.html) (803 words)
- [Kick Docs](/content/docs/pages/lri0qxmmlj6y5qew2upp/index.html) (22 words)
- [Kick Docs](/content/docs/pages/bt0dztinhgbcuj9m33oh/index.html) (26 words)
- [Kick Docs](/content/docs/pages/1v3vnahzzbjrezgcbto7/index.html) (10 words)
- [Kick Docs](/content/docs/pages/j9guziyisqy5b9mt1hzh/index.html) (10 words)
- [docs/ai/mcp/connectors/connect-microsoft-copilot-md.html](/content/docs/ai/mcp/connectors/connect-microsoft-copilot-md.html) (1,158 words)
- [docs/ai/cli/cli-use-case-library/monthly-reporting-md.html](/content/docs/ai/cli/cli-use-case-library/monthly-reporting-md.html) (459 words)
- [docs/ai/mcp/available-tools-md.html](/content/docs/ai/mcp/available-tools-md.html) (2,147 words)
- [docs/ai/cli/cli-use-case-library/reconciliation-and-cleanup-md.html](/content/docs/ai/cli/cli-use-case-library/reconciliation-and-cleanup-md.html) (385 words)
- [Kick Docs](/content/docs/pages/a6rxer62v9ird1nrbb6f/index.html) (10 words)
- [Integration Scripts | AI & MCP | Kick Docs](/content/docs/ai/cli/cli-use-case-library/integration-scripts/index.html): Pipe Kick CLI JSON into HubSpot, a database, Notion, or Slack using verified read commands and external API calls. (725 words)
- [Connect Claude | AI & MCP | Kick Docs](/content/docs/ai/mcp/connectors/connect-claude/index.html): Give Claude deep context on your clients' financials. Query transactions, generate reports, create automation rules, and execute bookkeeping changes, while maintaining full conversation history (797 words)
- [Kick Docs](/content/docs/pages/pvmnuyhfowoiwzlu3xnj/index.html) (27 words)
- [Kick Docs](/content/docs/pages/8ryrwkasfplicinh3qw4/index.html) (10 words)
- [docs/ai/cli/cli-use-case-library-md.html](/content/docs/ai/cli/cli-use-case-library-md.html) (400 words)
- [docs/ai/cli/cli-use-case-library/transaction-management-md.html](/content/docs/ai/cli/cli-use-case-library/transaction-management-md.html) (434 words)
- [Kick Docs](/content/docs/pages/icmcmxnprjcu5wrodkyw/index.html) (10 words)
- [docs/ai/mcp/connectors/connect-chatgpt-md.html](/content/docs/ai/mcp/connectors/connect-chatgpt-md.html) (394 words)
- [docs/ai/mcp/connectors/connect-cursor-md.html](/content/docs/ai/mcp/connectors/connect-cursor-md.html) (605 words)
- [Kick Docs](/content/docs/pages/fghozac5aiusuahexsau/index.html) (10 words)
- [Kick Docs](/content/docs/pages/gbopcpisqyuf4uypnczk/index.html) (10 words)
- [Kick Docs](/content/docs/files/uma0whgckp7vywxjxkfx/index.html) (10 words)
- [docs/ai/mcp/connectors/connect-perplexity-md.html](/content/docs/ai/mcp/connectors/connect-perplexity-md.html) (427 words)
- [Kick Docs](/content/docs/files/frh9x09o5jho8picubqu/index.html) (10 words)
- [Kick Docs](/content/docs/files/pfu6a3m2jbgdlefakbbt/index.html) (10 words)
- [Kick Docs](/content/docs/files/8khbdmoku21x2t6egwjl/index.html) (10 words)
- [Kick Docs](/content/docs/files/huoxjf2ntu2r0wpdql3w/index.html) (10 words)
- [Kick Docs](/content/docs/files/maj0g7twfkjyronhfags/index.html) (10 words)
- [Monthly Reporting | AI & MCP | Kick Docs](/content/docs/ai/cli/cli-use-case-library/monthly-reporting/index.html): Export profit and loss JSON for every entity, compare periods, and archive reports for client delivery using verified Kick CLI commands. (444 words)
- [docs/ai/cli/cli-use-case-library/data-analysis-md.html](/content/docs/ai/cli/cli-use-case-library/data-analysis-md.html) (252 words)
- [Kick Docs](/content/docs/pages/et6fzs7x6lauuynacsdq/index.html) (24 words)
- [Kick Docs](/content/docs/pages/7cmllhanm806mgfv1d7w/index.html) (10 words)
- [Connect Microsoft Copilot | AI & MCP | Kick Docs](/content/docs/ai/mcp/connectors/connect-microsoft-copilot/index.html): 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 (1,122 words)
- [Connect ChatGPT | AI & MCP | Kick Docs](/content/docs/ai/mcp/connectors/connect-chatgpt/index.html): Ask ChatGPT to analyze your clients' books and take action. Pull reports, categorize transactions, and automate rules without leaving the conversation (394 words)
- [Reconciliation and Cleanup | AI & MCP | Kick Docs](/content/docs/ai/cli/cli-use-case-library/reconciliation-and-cleanup/index.html): Alert on uncategorized transactions, find rows missing memos, and review recent transaction activity with verified Kick CLI commands. (378 words)
- [docs/ai/developer-tools/mcp/mcp-reference-md.html](/content/docs/ai/developer-tools/mcp/mcp-reference-md.html) (568 words)
- [docs/ai/developer-tools/cli/cli-reference-md.html](/content/docs/ai/developer-tools/cli/cli-reference-md.html) (388 words)
- [docs/ai/developer-tools/mcp/advanced-mcp-setup-md.html](/content/docs/ai/developer-tools/mcp/advanced-mcp-setup-md.html) (527 words)
- [Kick Docs](/content/docs/pages/luub6e6rmqlb4ofrcaqw/index.html) (10 words)
- [Kick Docs](/content/docs/pages/auzbs9mmbz9mhilicppk/index.html) (10 words)
- [Connect Cursor | AI & MCP | Kick Docs](/content/docs/ai/mcp/connectors/connect-cursor/index.html): Give Cursor full control of your clients' books. Read transactions, generate reports, create rules, and execute bookkeeping changes without leaving your editor (472 words)
- [Data Analysis | AI & MCP | Kick Docs](/content/docs/ai/cli/cli-use-case-library/data-analysis/index.html): Summarize expenses by category and export cash flow statement data with Kick CLI read commands and jq. (281 words)
- [Kick Docs](/content/docs/pages/btbt0kbwryy4at1irydc/index.html) (10 words)
- [Transaction Management | AI & MCP | Kick Docs](/content/docs/ai/cli/cli-use-case-library/transaction-management/index.html): Export transactions for review, spot duplicates, and inspect a transaction before applying a confirmed update with the Kick CLI. (432 words)
- [Connect Perplexity | AI & MCP | Kick Docs](/content/docs/ai/mcp/connectors/connect-perplexity/index.html): Ask Perplexity questions about client data and give it commands. Query transactions, generate reports, create automation rules, all with cited, verified responses (466 words)
- [Kick Docs](/content/docs/pages/azxxsqf8bpmesmdnswfh/index.html) (10 words)
- [Use Case Library | AI & MCP | Kick Docs](/content/docs/ai/cli/cli-use-case-library/index.html): Copy verified Kick CLI scripts for reporting, transaction review, data export, and integrations. Every command matches the current CLI surface. (374 words)
- [Kick Docs](/content/docs/pages/ygilfv22pp2pfmyfv0yn/index.html) (10 words)
- [docs/common-workflows/rules-md.html](/content/docs/common-workflows/rules-md.html) (952 words)
- [docs/accountants/bookkeeping-workflows/bill-pay/ramp-chart-of-accounts-setup-md.html](/content/docs/accountants/bookkeeping-workflows/bill-pay/ramp-chart-of-accounts-setup-md.html) (197 words)
- [docs/ai/developer-tools/cli/authenticate-and-select-workspace-md.html](/content/docs/ai/developer-tools/cli/authenticate-and-select-workspace-md.html) (363 words)
- [docs/ai/developer-tools/cli/cli-example-workflows-md.html](/content/docs/ai/developer-tools/cli/cli-example-workflows-md.html) (310 words)
- [docs/ai/cli/cli-use-case-library/advanced-scripting-md.html](/content/docs/ai/cli/cli-use-case-library/advanced-scripting-md.html) (320 words)
- [Kick Docs](/content/docs/ai-and-automation/index.html) (10 words)
- [docs/ai/mcp/connectors/connect-custom-ai-tools-md.html](/content/docs/ai/mcp/connectors/connect-custom-ai-tools-md.html) (752 words)
- [docs/accountants/setting-up/universal-importer/multi-account-statements-md.html](/content/docs/accountants/setting-up/universal-importer/multi-account-statements-md.html) (583 words)
- [docs/accountants/bookkeeping-workflows/rules-md.html](/content/docs/accountants/bookkeeping-workflows/rules-md.html) (1,013 words)
- [docs/accountants/close-workflows/reconciliation/multi-account-statements-md.html](/content/docs/accountants/close-workflows/reconciliation/multi-account-statements-md.html) (583 words)
- [Ramp Chart of Accounts Setup | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/bill-pay/ramp-chart-of-accounts-setup/index.html): Import your Kick Chart of Accounts to Ramp in three steps., In this video, I explain how to integrate Ramp with Kick for seamless bookkeeping and expense management. By connecting these two platforms, all your credit card transactions, reimbursements, and bill payments will sync automatically, ensuring that your chart of accounts aligns perfectly. I walk you through the steps, including downloading the Ramp template and exporting your chart of accounts from Kick. Please follow along and make sure to enter the correct card details during the setup process. This integration will save you time and eliminate the need for cleanup later! (198 words)
- [Reference | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/cli/cli-reference/index.html): Technical reference for Kick CLI credentials, workspace selection, command discovery, common examples, output modes, and exit codes. (353 words)
- [docs/accountants/collaboration/memos-md.html](/content/docs/accountants/collaboration/memos-md.html) (576 words)
- [docs/ai/developer-tools/cli/install-the-kick-cli-md.html](/content/docs/ai/developer-tools/cli/install-the-kick-cli-md.html) (267 words)
- [Advanced Setup | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/mcp/advanced-mcp-setup/index.html): Connect Cursor, Gemini CLI, Perplexity, or generic MCP clients, plus reference details on PATs, OAuth scopes, workspace selection, and tool discovery. (557 words)
- [docs/ai/mcp/connectors-md.html](/content/docs/ai/mcp/connectors-md.html) (215 words)
- [Reference | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/mcp/mcp-reference/index.html): Technical reference for Kick MCP endpoints, credentials, workspace selection, tool discovery, and common tool examples. (458 words)
- [docs/accountants/managing-clients/subscription-and-billing/transfer-client-billing-md.html](/content/docs/accountants/managing-clients/subscription-and-billing/transfer-client-billing-md.html) (349 words)
- [docs/ai/troubleshooting/cli-troubleshooting-md.html](/content/docs/ai/troubleshooting/cli-troubleshooting-md.html) (332 words)
- [docs/accountants/bookkeeping-workflows/bill-pay-md.html](/content/docs/accountants/bookkeeping-workflows/bill-pay-md.html) (694 words)
- [docs/accountants/managing-clients/subscription-and-billing/change-a-clients-plan-md.html](/content/docs/accountants/managing-clients/subscription-and-billing/change-a-clients-plan-md.html) (250 words)
- [docs/accountants/bookkeeping-workflows/categorization/custom-categories-md.html](/content/docs/accountants/bookkeeping-workflows/categorization/custom-categories-md.html) (359 words)
- [docs/accountants/bookkeeping-workflows/invoicing-md.html](/content/docs/accountants/bookkeeping-workflows/invoicing-md.html) (694 words)
- [docs/ai/mcp/mcp-quickstart-md.html](/content/docs/ai/mcp/mcp-quickstart-md.html) (801 words)
- [docs/accountants/close-workflows/reconciliation-md.html](/content/docs/accountants/close-workflows/reconciliation-md.html) (777 words)
- [Additional Workflows | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/cli/cli-example-workflows/index.html): Copy Kick CLI commands for client lookup, transaction review, reporting, activity inspection, and JSON exports. (262 words)
- [Advanced Scripting | AI & MCP | Kick Docs](/content/docs/ai/cli/cli-use-case-library/advanced-scripting/index.html): Parse CLI JSON with jq, set tokens and workspace defaults, and schedule verified read workflows with cron. (334 words)
- [docs/ai/cli/cli-quickstart-md.html](/content/docs/ai/cli/cli-quickstart-md.html) (354 words)
- [docs/accountants/collaboration/index.html](/content/docs/accountants/collaboration/index.html) (398 words)
- [Kick Docs](/content/docs/pages/wh0bw1nx6nathnbipbqe/index.html) (10 words)
- [MCP Example Workflows | AI & MCP | Kick Docs](/content/docs/ai/mcp/mcp-use-case-library/mcp-example-workflows/index.html): Sample AI assistant prompts for daily operations, period close, investigation, cleanup, deliverables, onboarding, and reusable MCP routines. (1,563 words)
- [docs/accountants/collaboration/activity-md.html](/content/docs/accountants/collaboration/activity-md.html) (754 words)
- [Authenticate and Select Workspace | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/cli/authenticate-and-select-workspace/index.html): Log in to the Kick CLI, use personal access tokens safely, and confirm the workspace before running client commands. (236 words)
- [docs/accountants/close-workflows/payroll-md.html](/content/docs/accountants/close-workflows/payroll-md.html) (513 words)
- [Kick Docs](/content/docs/pages/wgwuntrs6jzpgrwehyra/index.html) (10 words)
- [Kick Docs](/content/docs/pages/vawnzegaqrwgn1my1bci/index.html) (10 words)
- [docs/troubleshooting/faqs-md.html](/content/docs/troubleshooting/faqs-md.html) (305 words)
- [Install the Kick CLI | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/cli/install-the-kick-cli/index.html): Install or locate the Kick CLI, verify the command works, and prepare your terminal for repeatable automation. (244 words)
- [docs/accountants/close-workflows/loans-md.html](/content/docs/accountants/close-workflows/loans-md.html) (816 words)
- [docs/accountants/close-workflows/activity-md.html](/content/docs/accountants/close-workflows/activity-md.html) (690 words)
- [docs/accountants/reports/insights-md.html](/content/docs/accountants/reports/insights-md.html) (544 words)
- [docs/accountants/reports/expenses-by-vendor-md.html](/content/docs/accountants/reports/expenses-by-vendor-md.html) (148 words)
- [Kick Docs](/content/docs/pages/fqewooru1p5hqci3nmtu/index.html) (10 words)
- [docs/accountants/bookkeeping-workflows/transactions-md.html](/content/docs/accountants/bookkeeping-workflows/transactions-md.html) (675 words)
- [docs/accountants/bookkeeping-workflows/categorization/categories-vs-general-ledger-md.html](/content/docs/accountants/bookkeeping-workflows/categorization/categories-vs-general-ledger-md.html) (545 words)
- [docs/ai/troubleshooting/mcp-troubleshooting-md.html](/content/docs/ai/troubleshooting/mcp-troubleshooting-md.html) (356 words)
- [docs/reference/glossary-md.html](/content/docs/reference/glossary-md.html) (447 words)
- [docs/accountants/managing-clients/add-your-first-client/quickstart-md.html](/content/docs/accountants/managing-clients/add-your-first-client/quickstart-md.html) (391 words)
- [docs/reference/roles-and-permissions-md.html](/content/docs/reference/roles-and-permissions-md.html) (468 words)
- [Change a Client's Plan | Accountants | Kick Docs](/content/docs/accountants/managing-clients/subscription-and-billing/change-a-clients-plan/index.html): Upgrade or downgrade client plans at any time. (96 words)
- [docs/accountants/bookkeeping-workflows/transactions/deleting-transactions-md.html](/content/docs/accountants/bookkeeping-workflows/transactions/deleting-transactions-md.html) (466 words)
- [docs/ai/developer-tools/mcp-md.html](/content/docs/ai/developer-tools/mcp-md.html) (191 words)
- [docs/accountants/collaboration/tasks-md.html](/content/docs/accountants/collaboration/tasks-md.html) (382 words)
- [Transfer Client Billing | Accountants | Kick Docs](/content/docs/accountants/managing-clients/subscription-and-billing/transfer-client-billing/index.html): Change billing ownership from client to firm, or vice versa. (229 words)
- [docs/accountants/bookkeeping-workflows/classes-md.html](/content/docs/accountants/bookkeeping-workflows/classes-md.html) (402 words)
- [Multi-Account Statements | Accountants | Kick Docs](/content/docs/accountants/close-workflows/reconciliation/multi-account-statements/index.html): Handle bank statements that combine multiple accounts into a single PDF. (567 words)
- [docs/accountants/close-workflows/journal-entries/create-reversal-entries-md.html](/content/docs/accountants/close-workflows/journal-entries/create-reversal-entries-md.html) (273 words)
- [docs/reports/insights-md.html](/content/docs/reports/insights-md.html) (375 words)
- [docs/common-workflows/documents-md.html](/content/docs/common-workflows/documents-md.html) (368 words)
- [docs/accountants/managing-clients/add-your-first-client-md.html](/content/docs/accountants/managing-clients/add-your-first-client-md.html) (286 words)
- [docs/best-practice-guides/tax-prep-guide-md.html](/content/docs/best-practice-guides/tax-prep-guide-md.html) (983 words)
- [docs/integrations/payment-processors-md.html](/content/docs/integrations/payment-processors-md.html) (317 words)
- [docs/working-with-your-team/tasks-md.html](/content/docs/working-with-your-team/tasks-md.html) (378 words)
- [docs/ai/developer-tools/cli-md.html](/content/docs/ai/developer-tools/cli-md.html) (106 words)
- [Multi-Account Statements | Accountants | Kick Docs](/content/docs/accountants/setting-up/universal-importer/multi-account-statements/index.html): Handle bank statements that combine multiple accounts into a single PDF. (553 words)
- [docs/common-workflows/classes-md.html](/content/docs/common-workflows/classes-md.html) (441 words)
- [docs/accountants/bookkeeping-workflows/documents-md.html](/content/docs/accountants/bookkeeping-workflows/documents-md.html) (703 words)
- [docs/reference/security-md.html](/content/docs/reference/security-md.html) (244 words)
- [docs/accountants/reports/balance-sheet-md.html](/content/docs/accountants/reports/balance-sheet-md.html) (427 words)
- [Custom Categories | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/categorization/custom-categories/index.html): Create custom categories to tailor Kick's categorization to your client's specific reporting needs. (369 words)
- [Kick Docs](/content/docs/pages/xw8aqhjfvm8bkmtltkth/index.html) (24 words)
- [docs/integrations/ramp-md.html](/content/docs/integrations/ramp-md.html) (191 words)
- [docs/common-workflows/reconciliation-md.html](/content/docs/common-workflows/reconciliation-md.html) (524 words)
- [docs/accountants/collaboration/views-md.html](/content/docs/accountants/collaboration/views-md.html) (335 words)
- [Kick Docs](/content/docs/pages/vq2h2uu4q4jsoemzifct/index.html) (10 words)
- [Kick Tool List | AI & MCP | Kick Docs](/content/docs/ai/mcp/available-tools/index.html): User-facing summary of what you can ask the Kick AI agent to do through MCP, grouped by capability. (787 words)
- [docs/integrations/integrations-md.html](/content/docs/integrations/integrations-md.html) (277 words)
- [docs/accountants/close-workflows/tasks-md.html](/content/docs/accountants/close-workflows/tasks-md.html) (362 words)
- [docs/common-workflows/memos-md.html](/content/docs/common-workflows/memos-md.html) (265 words)
- [docs/accountants/reports/general-ledger-md.html](/content/docs/accountants/reports/general-ledger-md.html) (362 words)
- [docs/accountants/reports/trial-balance-md.html](/content/docs/accountants/reports/trial-balance-md.html) (249 words)
- [docs/accountants/reports/tax-package-md.html](/content/docs/accountants/reports/tax-package-md.html) (157 words)
- [docs/reports/balance-sheet-md.html](/content/docs/reports/balance-sheet-md.html) (277 words)
- [Kick Docs](/content/docs/pages/oxqzunlum637khvaqkjo/index.html) (10 words)
- [docs/working-with-your-team/activity-md.html](/content/docs/working-with-your-team/activity-md.html) (190 words)
- [Kick Docs](/content/docs/pages/sk3zinicwrcdtxufy4gl/index.html) (10 words)
- [docs/accountants/bookkeeping-workflows/splits-md.html](/content/docs/accountants/bookkeeping-workflows/splits-md.html) (498 words)
- [docs/accountants/bookkeeping-workflows/personal-to-business-md.html](/content/docs/accountants/bookkeeping-workflows/personal-to-business-md.html) (664 words)
- [docs/troubleshooting/contact-us-md.html](/content/docs/troubleshooting/contact-us-md.html) (191 words)
- [docs/reports/cash-flow-md.html](/content/docs/reports/cash-flow-md.html) (220 words)
- [Expenses by Vendor | Accountants | Kick Docs](/content/docs/accountants/reports/expenses-by-vendor/index.html) (19 words)
- [docs/best-practice-guides/monthly-review-guide-md.html](/content/docs/best-practice-guides/monthly-review-guide-md.html) (716 words)
- [docs/accountants/managing-clients/entity-management-md.html](/content/docs/accountants/managing-clients/entity-management-md.html) (183 words)
- [docs/best-practice-guides/setup-guide-md.html](/content/docs/best-practice-guides/setup-guide-md.html) (737 words)
- [docs/accountants/close-workflows/journal-entries-md.html](/content/docs/accountants/close-workflows/journal-entries-md.html) (380 words)
- [docs/setting-up/opening-balances-md.html](/content/docs/setting-up/opening-balances-md.html) (559 words)
- [docs/ai/readme-md.html](/content/docs/ai/readme-md.html) (396 words)
- [docs/accountants/setting-up/invite-your-clients-md.html](/content/docs/accountants/setting-up/invite-your-clients-md.html) (285 words)
- [docs/setting-up/universal-importer-md.html](/content/docs/setting-up/universal-importer-md.html) (450 words)
- [docs/integrations/gusto-md.html](/content/docs/integrations/gusto-md.html) (200 words)
- [docs/reports/profit-and-loss-md.html](/content/docs/reports/profit-and-loss-md.html) (277 words)
- [docs/common-workflows/transactions-md.html](/content/docs/common-workflows/transactions-md.html) (324 words)
- [docs/common-workflows/counterparties-md.html](/content/docs/common-workflows/counterparties-md.html) (294 words)
- [docs/setting-up/invite-your-team-md.html](/content/docs/setting-up/invite-your-team-md.html) (379 words)
- [docs/integrations/mercury-md.html](/content/docs/integrations/mercury-md.html) (117 words)
- [Connect custom AI tools | AI & MCP | Kick Docs](/content/docs/ai/mcp/connectors/connect-custom-ai-tools/index.html): 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 (782 words)
- [docs/accountants/bookkeeping-workflows/counterparties-md.html](/content/docs/accountants/bookkeeping-workflows/counterparties-md.html) (346 words)
- [docs/reports/expenses-by-vendor-md.html](/content/docs/reports/expenses-by-vendor-md.html) (196 words)
- [docs/common-workflows/transfers-md.html](/content/docs/common-workflows/transfers-md.html) (318 words)
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- [docs/accountants/troubleshooting/contact-us-md.html](/content/docs/accountants/troubleshooting/contact-us-md.html) (220 words)
- [docs/common-workflows/bill-pay-md.html](/content/docs/common-workflows/bill-pay-md.html) (190 words)
- [docs/common-workflows/payroll-md.html](/content/docs/common-workflows/payroll-md.html) (378 words)
- [docs/common-workflows/splits-md.html](/content/docs/common-workflows/splits-md.html) (262 words)
- [Kick Docs](/content/docs/pages/qbfpldfxurr0uxhv39u7/index.html) (10 words)
- [docs/accountants/setting-up/universal-importer-md.html](/content/docs/accountants/setting-up/universal-importer-md.html) (335 words)
- [Connectors | AI & MCP | Kick Docs](/content/docs/ai/mcp/connectors/index.html): Use your preferred AI tool to query transactions, analyze financials, and automate workflows; Kick works with any MCP-compatible assistant. (100 words)
- [docs/accountants/close-workflows/index.html](/content/docs/accountants/close-workflows/index.html) (774 words)
- [docs/accountants/setting-up/integrations-md.html](/content/docs/accountants/setting-up/integrations-md.html) (112 words)
- [Kick Docs](/content/docs/pages/dzey416fneknmchpmjdt/index.html) (10 words)
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- [docs/common-workflows/personal-to-business-md.html](/content/docs/common-workflows/personal-to-business-md.html) (269 words)
- [docs/accountants/bookkeeping-workflows/categorization-md.html](/content/docs/accountants/bookkeeping-workflows/categorization-md.html) (221 words)
- [docs/accountants/managing-clients/roles-and-permissions-md.html](/content/docs/accountants/managing-clients/roles-and-permissions-md.html) (307 words)
- [docs/accountants/start-here/set-up-your-firm-md.html](/content/docs/accountants/start-here/set-up-your-firm-md.html) (187 words)
- [Quickstart | AI & MCP | Kick Docs](/content/docs/ai/cli/cli-quickstart/index.html): Run accounting lookups and reports from your terminal. Authenticate, pick a workspace, and pull transactions or financial statements with the Kick CLI. (318 words)
- [Quickstart | AI & MCP | Kick Docs](/content/docs/ai/mcp/mcp-quickstart/index.html): Your AI can read and update your Kick data through conversation, and connect to all your other tools in the same place. (617 words)
- [Kick | Page not found](/content/partners/apply/index.html): The page you are looking for does not exist or has moved. (22 words)
- [Kick Docs](/content/docs/pages/ildvb8b6jc5lh9njthwt/index.html) (10 words)
- [FAQs | Kick Docs](/content/docs/troubleshooting/faqs/index.html): Answers to the most common questions from Kick business owners. (293 words)
- [CLI Troubleshooting | AI & MCP | Kick Docs](/content/docs/ai/troubleshooting/cli-troubleshooting/index.html): Fix common Kick CLI issues with installation, credentials, workspace selection, output parsing, paging, and command failures. (296 words)
- [Kick Docs](/content/docs/pages/gkn5bykbsqz2kcvgevnx/index.html) (10 words)
- [MCP Troubleshooting | AI & MCP | Kick Docs](/content/docs/ai/troubleshooting/mcp-troubleshooting/index.html): Fix common Kick MCP issues with client setup, credentials, workspace selection, empty tool lists, and hosted connections. (346 words)
- [Kick Docs](/content/docs/pages/ehl3rfx242xezqbe403a/index.html) (10 words)
- [docs/ai/permissions-and-security-md.html](/content/docs/ai/permissions-and-security-md.html) (517 words)
- [docs/ai/mcp/mcp-use-case-library-md.html](/content/docs/ai/mcp/mcp-use-case-library-md.html) (305 words)
- [Kick Docs](/content/docs/pages/nfhswuybtbbug2tzjwwo/index.html) (10 words)
- [docs/accountants/close-workflows/locks-md.html](/content/docs/accountants/close-workflows/locks-md.html) (511 words)
- [docs/accountants/collaboration/invite-your-clients-md.html](/content/docs/accountants/collaboration/invite-your-clients-md.html) (285 words)
- [CLI | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/cli/index.html) (44 words)
- [Create Reversal Entries | Accountants | Kick Docs](/content/docs/accountants/close-workflows/journal-entries/create-reversal-entries/index.html): Automate journal entry reversals to keep financials clean and up to date. (234 words)
- [MCP | AI & MCP | Kick Docs](/content/docs/ai/developer-tools/mcp/index.html): Reference material for connecting to and using the Kick MCP server. (25 words)
- [docs/integrations/manage-integrations-md.html](/content/docs/integrations/manage-integrations-md.html) (511 words)
- [docs/accountants/managing-clients/subscription-and-billing-md.html](/content/docs/accountants/managing-clients/subscription-and-billing-md.html) (242 words)
- [Rules | Kick Docs](/content/docs/common-workflows/rules/index.html): Automate how Kick handles recurring transactions so you spend less time on manual categorization. (1,004 words)
- [Payroll | Accountants | Kick Docs](/content/docs/accountants/close-workflows/payroll/index.html): Automate payroll reconciliation by using Gusto, or reconcile manually using journal entries., In this video, I walk you through the process of setting up bi-department payroll reporting in QIC. First, you need to connect your Gusto account to QIC and ensure that you have departments created in QIC, which will sync automatically as classes. I demonstrate how to create custom chart of accounts for each department, such as operations, marketing, and IT, and how to automate the mapping through accounting rules. By the end, you will see that all historical payroll runs are correctly mapped to your custom accounts. Please follow along and set this up for your entity to enhance your payroll reporting. (539 words)
- [docs/accountants/setting-up/chart-of-accounts/import-opening-balances-md.html](/content/docs/accountants/setting-up/chart-of-accounts/import-opening-balances-md.html) (521 words)
- [docs/accountants/managing-clients/entity-management/adding-and-removing-entities-md.html](/content/docs/accountants/managing-clients/entity-management/adding-and-removing-entities-md.html) (166 words)
- [docs/accountants/setting-up/integrations/connect-accounts-md.html](/content/docs/accountants/setting-up/integrations/connect-accounts-md.html) (587 words)
- [docs/accountants/managing-clients/index.html](/content/docs/accountants/managing-clients/index.html) (359 words)
- [docs/accountants/reference/glossary-md.html](/content/docs/accountants/reference/glossary-md.html) (146 words)
- [Deleting Transactions | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/transactions/deleting-transactions/index.html): Manage transactions that should not be included in business financials. (438 words)
- [Memos | Accountants | Kick Docs](/content/docs/accountants/collaboration/memos/index.html): Add context across your Kick workspace with your own notes., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (582 words)
- [Bill Pay | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/bill-pay/index.html): Track outstanding and paid bills across your client's entities, and manage accounts payable reconciliation on the Accrual ledger. (696 words)
- [docs/integrations/bill-com-md.html](/content/docs/integrations/bill-com-md.html) (295 words)
- [docs/accountants/setting-up/integrations/payment-processors-md.html](/content/docs/accountants/setting-up/integrations/payment-processors-md.html) (426 words)
- [Remove or Delete Clients | Accountants | Kick Docs](/content/docs/accountants/managing-clients/add-your-first-client/quickstart/index.html): Remove clients from your firm workspace, or delete them permanently. (197 words)
- [docs/accountants/start-here/set-up-your-firm/invite-your-team-md.html](/content/docs/accountants/start-here/set-up-your-firm/invite-your-team-md.html) (311 words)
- [docs/accountants/close-workflows/journal-entries/create-recurring-entries-md.html](/content/docs/accountants/close-workflows/journal-entries/create-recurring-entries-md.html) (211 words)
- [Reconciliation | Accountants | Kick Docs](/content/docs/accountants/close-workflows/reconciliation/index.html): Compare your client's transaction data in Kick against bank and credit card statements to surface discrepancies before closing the books., In this video, I walk you through the process of completing bank and credit card reconciliations in KICK. I demonstrate how to extract data from PDFs, create an opening balance journal entry, and review differences between the extracted statement data and our transaction data. I also cover how to handle transactions that are either missing or need to be deleted. If you have any questions or feedback on the reconciliation workflow, please reach out to our team directly or send a message to feedback at kick.co. (774 words)
- [Invoicing | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/invoicing/index.html): Track outstanding and paid invoices across your client's entities, and manage accounts receivable reconciliation on the Accrual ledger. (706 words)
- [Roles & Permissions | Accountants | Kick Docs](/content/docs/accountants/managing-clients/roles-and-permissions/index.html): Control who can access your firm's clients and what they can do inside each workspace. (374 words)
- [Glossary | Accountants | Kick Docs](/content/docs/accountants/reference/index.html) (19 words)
- [docs/accountants/managing-clients/add-your-first-client/add-existing-kick-users-as-clients-md.html](/content/docs/accountants/managing-clients/add-your-first-client/add-existing-kick-users-as-clients-md.html) (290 words)
- [Categories vs General Ledger | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/categorization/categories-vs-general-ledger/index.html): Kick uses two parallel systems to label transactions — categories for business owners, and general ledger accounts for accountants. (558 words)
- [docs/common-workflows/loans-md.html](/content/docs/common-workflows/loans-md.html) (413 words)
- [docs/accountants/reference/keyboard-shortcuts-md.html](/content/docs/accountants/reference/keyboard-shortcuts-md.html) (365 words)
- [docs/referrals-and-partnerships/partner-program-md.html](/content/docs/referrals-and-partnerships/partner-program-md.html) (366 words)
- [docs/accountants/setting-up/integrations/gusto-md.html](/content/docs/accountants/setting-up/integrations/gusto-md.html) (204 words)
- [Stripe & PayPal | Kick Docs](/content/docs/integrations/payment-processors/index.html): Connect Stripe or PayPal to sync your payments, fees, and payouts into Kick automatically. (325 words)
- [Activity | Accountants | Kick Docs](/content/docs/accountants/collaboration/activity/index.html): Full visibility and control over every change. (713 words)
- [Subscription & Billing | Accountants | Kick Docs](/content/docs/accountants/managing-clients/subscription-and-billing/index.html): Manage your firm's subscription, monitor client plans, and track your monthly invoices from the Billing page in Kick. (273 words)
- [docs/accountants/start-here/set-up-your-firm/register-for-kick-md.html](/content/docs/accountants/start-here/set-up-your-firm/register-for-kick-md.html) (252 words)
- [docs/reference/keyboard-shortcuts-md.html](/content/docs/reference/keyboard-shortcuts-md.html) (228 words)
- [Security | Kick Docs](/content/docs/reference/security/index.html): How Kick protects your financial data and what you should know about privacy. (257 words)
- [Insights | Kick Docs](/content/docs/reports/insights/index.html): A real-time view of how cash is moving through your business - what's coming in, what's going out, and what's left. (337 words)
- [Roles & Permissions | Kick Docs](/content/docs/reference/roles-and-permissions/index.html): Control what each person on your team can see and do in your workspace. (486 words)
- [Insights | Accountants | Kick Docs](/content/docs/accountants/reports/insights/index.html): 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. (556 words)
- [Invite your Clients | Accountants | Kick Docs](/content/docs/accountants/collaboration/invite-your-clients/index.html): Give your clients access to their workspace for a smooth collaboration, Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (296 words)
- [docs/accountants/setting-up/integrations/mercury-md.html](/content/docs/accountants/setting-up/integrations/mercury-md.html) (185 words)
- [docs/referrals-and-partnerships/refer-and-earn-md.html](/content/docs/referrals-and-partnerships/refer-and-earn-md.html) (219 words)
- [Add a Client Workspace | Accountants | Kick Docs](/content/docs/accountants/managing-clients/add-your-first-client/index.html): Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team. (300 words)
- [docs/accountants/setting-up/multi-entity/adding-and-removing-entities-md.html](/content/docs/accountants/setting-up/multi-entity/adding-and-removing-entities-md.html) (166 words)
- [docs/accountants/start-here/set-up-your-firm/free-firm-workspace-md.html](/content/docs/accountants/start-here/set-up-your-firm/free-firm-workspace-md.html) (192 words)
- [Tasks | Accountants | Kick Docs](/content/docs/accountants/collaboration/tasks/index.html): Tasks is Kick's collaboration tool for managing your workspace. (405 words)
- [Glossary | Kick Docs](/content/docs/reference/glossary/index.html): Plain-English definitions for terms you'll encounter in Kick. (465 words)
- [Manage Integrations | Kick Docs](/content/docs/integrations/manage-integrations/index.html): Fix disconnected accounts, reassign accounts to entities, and manage your integration settings. (486 words)
- [Ramp | Kick Docs](/content/docs/integrations/ramp/index.html): Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick. (187 words)
- [docs/reference/plan-comparison-md.html](/content/docs/reference/plan-comparison-md.html) (293 words)
- [Activity | Accountants | Kick Docs](/content/docs/accountants/close-workflows/activity/index.html): Full visibility and control over every change. (739 words)
- [Locks | Accountants | Kick Docs](/content/docs/accountants/close-workflows/locks/index.html): Locks prevent changes to transactions and journal entries prior to a selected date, protecting your completed work from being modified by other workspace members. (383 words)
- [Transactions | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/transactions/index.html): View, categorize, and manage all synced transactions across your client's entities from a single tab. (695 words)
- [Documents | Kick Docs](/content/docs/common-workflows/documents/index.html): How to store, attach, and find business documents in Kick - contracts, statements, tax forms, and more. (395 words)
- [Views | Accountants | Kick Docs](/content/docs/accountants/collaboration/views/index.html): 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. (313 words)
- [Loans | Accountants | Kick Docs](/content/docs/accountants/close-workflows/loans/index.html): Accurately record liability balances on your Balance Sheet. (795 words)
- [Classes | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/classes/index.html): Classes let you organize transactions beyond standard categorization by grouping them under any custom system that fits your business., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (403 words)
- [Trial Balance | Accountants | Kick Docs](/content/docs/accountants/reports/trial-balance/index.html): Review debit and credit totals by account for a given period to verify the books are in balance. (296 words)
- [Classes | Kick Docs](/content/docs/common-workflows/classes/index.html): Track performance by location, department, project, or any other dimension that matters to your business., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (395 words)
- [Activity | Kick Docs](/content/docs/working-with-your-team/activity/index.html): A complete log of every change made in your workspace - who did what and when. (192 words)
- [Tax Package | Accountants | Kick Docs](/content/docs/accountants/reports/tax-package/index.html): Generate a complete year-end financial package for tax preparation in a single download, Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (161 words)
- [docs/referrals-and-partnerships/get-a-demo-md.html](/content/docs/referrals-and-partnerships/get-a-demo-md.html) (228 words)
- [Balance Sheet | Accountants | Kick Docs](/content/docs/accountants/reports/balance-sheet/index.html): View your client's assets, liabilities, and equity as of a specific date. (445 words)
- [General Ledger | Accountants | Kick Docs](/content/docs/accountants/reports/general-ledger/index.html): View every transaction and journal entry posted to your client's Chart of Accounts. (380 words)
- [Entity Management | Accountants | Kick Docs](/content/docs/accountants/managing-clients/entity-management/index.html) (43 words)
- [docs/accountants/reference/firm-settings-md.html](/content/docs/accountants/reference/firm-settings-md.html) (115 words)
- [Memos | Kick Docs](/content/docs/common-workflows/memos/index.html): Add notes to transactions to explain what they were for - useful for your accountant, your records, and audit readiness., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (286 words)
- [Loans | Kick Docs](/content/docs/common-workflows/loans/index.html): How to record loan payments correctly so your books stay accurate and your Balance Sheet reflects what you actually owe. (400 words)
- [Tasks | Kick Docs](/content/docs/working-with-your-team/tasks/index.html): How your accountant or team sends you questions and requests - and how to respond. (380 words)
- [Cash Flow | Kick Docs](/content/docs/reports/cash-flow/index.html): Understand where your cash is actually coming from and where it's going. (244 words)
- [Contact Us | Kick Docs](/content/docs/troubleshooting/contact-us/index.html): Reach the Kick team through in-app chat or email. (70 words)
- [Balance Sheet | Kick Docs](/content/docs/reports/balance-sheet/index.html): A snapshot of what your business owns, what it owes, and what's left over. (266 words)
- [Documents | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/documents/index.html): The Documents tab is a centralized hub for all files associated with a workspace — receipts, bank statements, tax forms, and anything else. (680 words)
- [Mercury | Kick Docs](/content/docs/integrations/mercury/index.html): Connect Mercury to sync your transactions and bank statements directly into Kick. (141 words)
- [Rules | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/rules/index.html): Automate your bookkeeping by creating Rules. (825 words)
- [Expenses by Vendor | Kick Docs](/content/docs/reports/expenses-by-vendor/index.html): See exactly who you're paying the most and how your vendor spending breaks down. (221 words)
- [Counterparties | Kick Docs](/content/docs/common-workflows/counterparties/index.html): Vendors and customers in Kick - how they work and how to manage them. (313 words)
- [Profit & Loss | Kick Docs](/content/docs/reports/profit-and-loss/index.html): See your income and expenses for any period - your most important view of business performance., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (275 words)
- [Journal Entries | Accountants | Kick Docs](/content/docs/accountants/close-workflows/journal-entries/index.html): Adjust your clients books at month or period end using the journal entry editor feature. (390 words)
- [Gusto | Kick Docs](/content/docs/integrations/gusto/index.html): Connect Gusto to sync your payroll runs into Kick automatically, broken out by expense type. (139 words)
- [Overview | Kick Docs](/content/docs/integrations/integrations/index.html): Connect your banks, payment tools, and financial apps to bring all your transactions into Kick automatically. (142 words)
- [Splits | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/splits/index.html): Split transactions across categories, classes, entities, and more. (535 words)
- [Transactions | Kick Docs](/content/docs/common-workflows/transactions/index.html): View and manage all the financial activity flowing through your connected accounts. (338 words)
- [Personal to Business | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/personal-to-business/index.html): Have your clients connect their personal accounts to Kick to capture all deductions. (682 words)
- [Tax Prep Guide | Kick Docs](/content/docs/best-practice-guides/tax-prep-guide/index.html): How to get your books to a state your accountant can actually work with - and what a clean handoff looks like. (959 words)
- [Counterparties | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/counterparties/index.html): Manage your customers and vendors across entities in a consolidated view. (357 words)
- [Contact Us | Accountants | Kick Docs](/content/docs/accountants/troubleshooting/contact-us/index.html): Reach the Kick team through in-app chat, email, or your dedicated Slack channel. (68 words)
- [Bill Pay | Kick Docs](/content/docs/common-workflows/bill-pay/index.html): View and manage your bills in Kick, with real-time sync from Ramp. (197 words)
- [Reconciliation | Kick Docs](/content/docs/common-workflows/reconciliation/index.html): Confirm that your Kick transactions match your official bank statements, period by period., In this video, I walk you through the process of completing bank and credit card reconciliations in KICK. I demonstrate how to extract data from PDFs, create an opening balance journal entry, and review differences between the extracted statement data and our transaction data. I also cover how to handle transactions that are either missing or need to be deleted. If you have any questions or feedback on the reconciliation workflow, please reach out to our team directly or send a message to feedback at kick.co. (400 words)
- [Splits | Kick Docs](/content/docs/common-workflows/splits/index.html): Break a single transaction into multiple line items when a charge covers more than one category or business. (287 words)
- [Invite your Clients | Accountants | Kick Docs](/content/docs/accountants/setting-up/invite-your-clients/index.html): Give your clients access to their workspace for a smooth collaboration, Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (291 words)
- [Opening Balances | Kick Docs](/content/docs/setting-up/opening-balances/index.html): Set starting balances for your accounts so your Balance Sheet and reports are accurate from day one. (568 words)
- [Payroll | Kick Docs](/content/docs/common-workflows/payroll/index.html): How payroll transactions flow into Kick and what to do if you run payroll outside of Gusto. (338 words)
- [Integrations | Accountants | Kick Docs](/content/docs/accountants/setting-up/integrations/index.html) (44 words)
- [Universal Importer | Kick Docs](/content/docs/setting-up/universal-importer/index.html): Upload bank statements or CSVs to bring in transactions when a live bank connection isn't available. (441 words)
- [Universal Importer | Accountants | Kick Docs](/content/docs/accountants/setting-up/universal-importer/index.html): 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. (352 words)
- [Transfers | Kick Docs](/content/docs/common-workflows/transfers/index.html): Make sure money moving between your accounts is recorded correctly and doesn't skew your reports. (342 words)
- [Invite Your Team | Kick Docs](/content/docs/setting-up/invite-your-team/index.html): Add your accountant, bookkeeper, or business partners to your workspace., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (221 words)
- [Monthly Review Guide | Kick Docs](/content/docs/best-practice-guides/monthly-review-guide/index.html): A 15-minute monthly habit that keeps your books accurate and your financial picture clear all year. (698 words)
- [Personal to Business | Kick Docs](/content/docs/common-workflows/personal-to-business/index.html): Capture business expenses that were paid from a personal account. (286 words)
- [Categorization | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/categorization/index.html): 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. (232 words)
- [Getting Started | AI & MCP | Kick Docs](/content/docs/ai/index.html): Connect AI assistants (MCP) or command-line tools (CLI) to Kick to automate reviews, run checks, and streamline your workflows. (225 words)
- [Setup Guide | Kick Docs](/content/docs/best-practice-guides/setup-guide/index.html): Get your Kick workspace fully set up and your books running in a few steps. (674 words)
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- [docs/llms-txt.html](/content/docs/llms-txt.html) (2,765 words)
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- [Permissions and Security | AI & MCP | Kick Docs](/content/docs/ai/permissions-and-security/index.html): Understand Kick personal access tokens, MCP OAuth scopes, workspace boundaries, audit attribution, confirmation previews, and prompt safety. (533 words)
- [docs/accountants/setting-up/integrations/manage-integrations-md.html](/content/docs/accountants/setting-up/integrations/manage-integrations-md.html) (1,097 words)
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- [Use Case Library | AI & MCP | Kick Docs](/content/docs/ai/kick-mcp/mcp-use-case-library/index.html): Explore examples of MCP workflows you can run with Kick (296 words)
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- [QuickBooks Online → Kick Migration Checklist | Accountants | Kick Docs](/content/docs/accountants/setting-up/migration/quickbooks-migration-checklist/index.html): A phase-by-phase checklist for migrating a client from QuickBooks Online to Kick. (983 words)
- [Accrual Tasks | Accountants | Kick Docs](/content/docs/accountants/close-workflows/tasks/accrual-tasks/index.html): Automate your Accrual ledger review using tasks (527 words)
- [docs/accountants/managing-clients/entity-management/editing-entity-start-and-end-dates-md.html](/content/docs/accountants/managing-clients/entity-management/editing-entity-start-and-end-dates-md.html) (245 words)
- [Kick | Page not found](/content/partners/index.html): The page you are looking for does not exist or has moved. (22 words)
- [docs/accountants/setting-up/chart-of-accounts/import-your-chart-of-accounts-md.html](/content/docs/accountants/setting-up/chart-of-accounts/import-your-chart-of-accounts-md.html) (463 words)
- [Create Recurring Entries | Accountants | Kick Docs](/content/docs/accountants/close-workflows/journal-entries/create-recurring-entries/index.html): Recurring journal entries automate entries you'd otherwise recreate manually each period. (220 words)
- [Editing Entity Start and End Dates | Accountants | Kick Docs](/content/docs/accountants/managing-clients/entity-management/editing-entity-start-and-end-dates/index.html): The entity start and end dates control the range of transaction data that syncs in Kick. (255 words)
- [Import Opening Balances | Accountants | Kick Docs](/content/docs/accountants/setting-up/chart-of-accounts/import-opening-balances/index.html): Import a Balance Sheet from your previous accounting system to set opening balances in Kick. (493 words)
- [docs/accountants/best-practice-guides/index.html](/content/docs/accountants/best-practice-guides/index.html) (419 words)
- [docs/accountants/setting-up/chart-of-accounts/add-edit-and-delete-accounts-md.html](/content/docs/accountants/setting-up/chart-of-accounts/add-edit-and-delete-accounts-md.html) (436 words)
- [Payment Processors | Accountants | Kick Docs](/content/docs/accountants/setting-up/integrations/payment-processors/index.html): Connect Stripe and PayPal to sync transaction-level detail into Kick, including customer information, product data, and automatic revenue and fee splits. (433 words)
- [Invite your Team | Accountants | Kick Docs](/content/docs/accountants/start-here/set-up-your-firm/invite-your-team/index.html): Add accountants, bookkeepers, and staff to your firm so they can access client workspaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (313 words)
- [Connect Accounts | Accountants | Kick Docs](/content/docs/accountants/setting-up/integrations/connect-accounts/index.html): Bring your client's financial accounts into Kick via Plaid, direct integrations, or file import. (583 words)
- [docs/accountants/setting-up/migration-md.html](/content/docs/accountants/setting-up/migration-md.html) (677 words)
- [Gusto | Accountants | Kick Docs](/content/docs/accountants/setting-up/integrations/gusto/index.html): Connect Gusto to automatically sync payroll runs, domestic contractor payments, and reimbursements into Kick. (223 words)
- [Import your Chart of Accounts | Accountants | Kick Docs](/content/docs/accountants/setting-up/chart-of-accounts/import-your-chart-of-accounts/index.html): Import your previous Chart of Accounts into Kick, map accounts to Kick's standard Chart of Accounts, or create custom accounts in bulk., In this video, I walk you through how to use our beta chart of accounts importer. First, navigate to your chart of accounts and click "add accounts" to upload your previous COA or add accounts manually. I demonstrate how to map your old accounts to our standard COA while highlighting the importance of keeping some custom accounts if necessary. Please review the type and subtype for all accounts created to ensure accuracy. I encourage you to take advantage of the automations we've built around our chart of accounts. (487 words)
- [docs/accountants/setting-up/chart-of-accounts/remove-an-opening-balance-md.html](/content/docs/accountants/setting-up/chart-of-accounts/remove-an-opening-balance-md.html) (215 words)
- [docs/accountants/best-practice-guides/setup-guide-md.html](/content/docs/accountants/best-practice-guides/setup-guide-md.html) (396 words)
- [docs/accountants/bookkeeping-workflows/index.html](/content/docs/accountants/bookkeeping-workflows/index.html) (218 words)
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- [Refer & Earn | Kick Docs](/content/docs/referrals-and-partnerships/refer-and-earn/index.html): Share Kick with other business owners and earn a reward for every paid signup through your link., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (209 words)
- [Register for Kick | Accountants | Kick Docs](/content/docs/accountants/start-here/set-up-your-firm/register-for-kick/index.html): Turn your firm into an AI-enabled practice—set up your Kick account to get started (87 words)
- [docs/accountants/setting-up/integrations/ramp-md.html](/content/docs/accountants/setting-up/integrations/ramp-md.html) (265 words)
- [Partner Program | Kick Docs](/content/docs/referrals-and-partnerships/partner-program/index.html): Find a trusted accountant or bookkeeper through Kick, or apply to become a Kick Partner yourself. (385 words)
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- [docs/reports/tax-package-md.html](/content/docs/reports/tax-package-md.html) (264 words)
- [docs/accountants/setting-up/multi-entity-md.html](/content/docs/accountants/setting-up/multi-entity-md.html) (552 words)
- [Kick | Legal](/content/legal/index.html): Read the legal terms that govern your use of Kick — our Terms of Service and Privacy Policy. (7,412 words)
- [Add Existing Kick Users as Clients | Accountants | Kick Docs](/content/docs/accountants/managing-clients/add-your-first-client/add-existing-kick-users-as-clients/index.html): 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. (176 words)
- [docs/accountants/setting-up/ledgers-md.html](/content/docs/accountants/setting-up/ledgers-md.html) (264 words)
- [docs/setting-up/chart-of-accounts-md.html](/content/docs/setting-up/chart-of-accounts-md.html) (342 words)
- [Keyboard Shortcuts | Kick Docs](/content/docs/reference/keyboard-shortcuts/index.html): Keyboard shortcuts to help you move faster in Kick. (246 words)
- [BILL (Coming soon) | Kick Docs](/content/docs/integrations/bill-com.html): Sync your BILL bills, vendors, and payments directly into Kick., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (251 words)
- [docs/setting-up/receipts-md.html](/content/docs/setting-up/receipts-md.html) (387 words)
- [docs/accountants/setting-up/chart-of-accounts-md.html](/content/docs/accountants/setting-up/chart-of-accounts-md.html) (377 words)
- [Adding & Removing Entities | Accountants | Kick Docs](/content/docs/accountants/setting-up/multi-entity/adding-and-removing-entities/index.html): Add or remove entities as your client's business structure changes. (169 words)
- [Keyboard shortcuts | Accountants | Kick Docs](/content/docs/accountants/reference/keyboard-shortcuts/index.html): Kick has keyboard shortcuts to help you navigate the product and get through your work faster. (370 words)
- [docs/working-with-your-team/locks-md.html](/content/docs/working-with-your-team/locks-md.html) (201 words)
- [Plan Comparison | Kick Docs](/content/docs/reference/plan-comparison/index.html): Start free, or choose the plan that fits where your business is today. (311 words)
- [docs/accountants/readme-md.html](/content/docs/accountants/readme-md.html) (303 words)
- [Plan comparison guide | Accountants | Kick Docs](/content/docs/accountants/reference/plan-comparison-guide/index.html): Start Free, or take advantage of discounted multi-entity or bulk pricing on Plus or by joining the Kick Accountant AI Program. (248 words)
- [docs/setting-up/connect-your-accounts-and-integrations-md.html](/content/docs/setting-up/connect-your-accounts-and-integrations-md.html) (286 words)
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- [Firm Settings | Accountants | Kick Docs](/content/docs/accountants/reference/firm-settings/index.html): Update client-facing firm name, logo, and more. (134 words)
- [docs/setting-up/set-up-your-workspace-md.html](/content/docs/setting-up/set-up-your-workspace-md.html) (138 words)
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- [docs/common-workflows/invoicing-md.html](/content/docs/common-workflows/invoicing-md.html) (180 words)
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- [Manage Integrations | Accountants | Kick Docs](/content/docs/accountants/setting-up/integrations/manage-integrations/index.html): Update connected account settings, fix disconnections, merge accounts, and pause or remove connections from the Accounts tab. (1,097 words)
- [Catch-Up Guide | Accountants | Kick Docs](/content/docs/accountants/best-practice-guides/catch-up-guide/index.html): A step-by-step guide for bringing a client's books up to date in Kick — whether they're months or years behind. (1,436 words)
- [docs/accountants/bookkeeping-workflows/transfers-md.html](/content/docs/accountants/bookkeeping-workflows/transfers-md.html) (624 words)
- [Close Guide | Accountants | Kick Docs](/content/docs/accountants/best-practice-guides/close-guide/index.html): A step-by-step guide for executing a period close in Kick. (1,533 words)
- [Ramp | Accountants | Kick Docs](/content/docs/accountants/setting-up/integrations/ramp/index.html): Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick. (283 words)
- [docs/common-workflows/journal-entries-md.html](/content/docs/common-workflows/journal-entries-md.html) (527 words)
- [docs/accountants/reports/profit-and-loss-md.html](/content/docs/accountants/reports/profit-and-loss-md.html) (372 words)
- [Transfers | Accountants | Kick Docs](/content/docs/accountants/bookkeeping-workflows/transfers/index.html): Match transfers between accounts so money movement is recorded accurately and doesn't inflate your client's income or expenses. (641 words)
- [Add, Edit, and Delete Accounts | Accountants | Kick Docs](/content/docs/accountants/setting-up/chart-of-accounts/add-edit-and-delete-accounts/index.html): Add custom accounts to any subtype, edit account names and numbers, or disable and delete accounts you no longer need. (404 words)
- [Profit & Loss | Accountants | Kick Docs](/content/docs/accountants/reports/profit-and-loss/index.html): Analyze income and expenses with period comparisons, class filtering, and drill-down to the GL., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (421 words)
- [docs/setting-up/multi-entity-md.html](/content/docs/setting-up/multi-entity-md.html) (283 words)
- [Remove an Opening Balance | Accountants | Kick Docs](/content/docs/accountants/setting-up/chart-of-accounts/remove-an-opening-balance/index.html): Remove an opening balance entry from an individual account in the Chart of Accounts. (189 words)
- [Migration | Accountants | Kick Docs](/content/docs/accountants/setting-up/migration/index.html): Bring your clients' historical financial data into Kick from QuickBooks Online, or any other accounting software. (654 words)
- [docs/accountants/start-here/add-your-first-client-md.html](/content/docs/accountants/start-here/add-your-first-client-md.html) (286 words)
- [Journal Entries | Kick Docs](/content/docs/common-workflows/journal-entries/index.html): Understand what journal entries are, when they're created, and how to view them in your books. (544 words)
- [Tax Package | Kick Docs](/content/docs/reports/tax-package/index.html): Download a complete year-end financial package to hand off to your tax preparer., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces., Use Loom to record quick videos of your screen and cam. Explain anything clearly and easily – and skip the meeting. An essential tool for hybrid workplaces. (222 words)
- [Setup Guide | Accountants | Kick Docs](/content/docs/accountants/best-practice-guides/setup-guide/index.html): A step-by-step guide for setting up your firm and onboarding clients to Kick. (414 words)
- [Ledgers | Accountants | Kick Docs](/content/docs/accountants/setting-up/ledgers/index.html): An overview of how the Cash and Accrual ledgers work in Kick. (296 words)
- [Categorization | Kick Docs](/content/docs/common-workflows/categorization/index.html): Kick automatically categorizes your transactions and learns from your changes (299 words)
- [Receipts | Kick Docs](/content/docs/setting-up/receipts/index.html): How to attach receipts to transactions in Kick — and why it matters for taxes and audits. (389 words)
- [Multi-Entity | Accountants | Kick Docs](/content/docs/accountants/setting-up/multi-entity/index.html) (546 words)
- [Chart of Accounts | Kick Docs](/content/docs/setting-up/chart-of-accounts/index.html): The list of accounts that organizes everything in your books - managed by your accountant, visible to you. (337 words)
- [Chart of Accounts | Accountants | Kick Docs](/content/docs/accountants/setting-up/chart-of-accounts/index.html): 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. (392 words)
- [Add a Client Workspace | Accountants | Kick Docs](/content/docs/accountants/start-here/add-your-first-client/index.html): Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team. (292 words)
- [Connect Your Accounts | Kick Docs](/content/docs/setting-up/connect-your-accounts-and-integrations/index.html): Link your bank accounts, credit cards, and financial tools so Kick can pull in your transactions automatically. (296 words)
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- [Organization vs Workspace | Accountants | Kick Docs](/content/docs/accountants/setting-up/organization-vs-workspace/index.html): 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. (271 words)
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- [Kick | Launch Week Day 4: Views](/content/changelog/views/index.html): Launch Week Day 4: Views — Nov 6, 2025. The latest from Kick. (183 words, Nov 6, 2025)
- [Kick | Launch Week Day 3: Importer](/content/changelog/importer/index.html): Launch Week Day 3: Importer — Nov 5, 2025. The latest from Kick. (198 words, Nov 5, 2025)
- [Kick | Launch Week Day 2: Clients tab](/content/changelog/clients-tab/index.html): Launch Week Day 2: Clients tab — Nov 4, 2025. The latest from Kick. (138 words, Nov 4, 2025)
- [Kick | Launch Week Day 1: Account reconciliation](/content/changelog/account-reconciliation/index.html): Launch Week Day 1: Account reconciliation — Nov 3, 2025. The latest from Kick. (244 words, Nov 3, 2025)
- [Kick | Kick has raised $20M to build the future of accounting](/content/resources/building-accounting-firm-of-the-future/index.html): More than 3,000 businesses on Kick — and one bookkeeper closing the books for 311. How AI-native firms are rethinking capacity, margins, and the firm of the future. (656 words, Nov 3, 2025)
- [Kick | Advanced rules](/content/changelog/advanced-rules/index.html): Advanced rules — Sep 17, 2025. The latest from Kick. (497 words, Sep 17, 2025)
- [Kick | Gusto integration](/content/changelog/gusto-integration/index.html): Gusto integration — Aug 28, 2025. The latest from Kick. (164 words, Aug 28, 2025)
- [Kick | Vendor automation](/content/changelog/vendor-automation/index.html): Vendor automation — Jun 24, 2025. The latest from Kick. (287 words, Jun 24, 2025)
- [Kick | Multi-account invoicing](/content/changelog/multi-account-invoicing/index.html): Multi-account invoicing — May 27, 2025. The latest from Kick. (347 words, May 27, 2025)
- [Kick | The new changelog](/content/changelog/time-to-automate/index.html): The new changelog — May 26, 2025. The latest from Kick. (31 words, May 26, 2025)
- [Kick | Kick raises $9M to automate the boring stuff](/content/resources/kick-raises-9m-seed-round/index.html): Kick raised a $9M Seed round with OpenAI Startup Fund and General Catalyst to automate the boring stuff — and introduced 'Done with you' software for owners and the firms who serve them. (460 words, Oct 17, 2024)
- [Kick | Introducing Kick](/content/resources/introducing-kick/index.html): Why we're building Kick — co-founder Conrad Wadowski on taxes, entrepreneurial momentum, and the product principles behind the self-driving back office. (342 words, Sep 13, 2023)

## About Pages

- [Kick | About](/content/about/index.html): Kick is an applied AI company building the future of accounting. We bring together the AI and accounting industry to automate the finances for millions of business owners. (253 words)

## Resources

- [Full Page Index](/index.html): Browse all cached pages with rich metadata
- [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines
- [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery
- [Robots.txt](/robots.txt): Crawler directives