What Does Kick Do?

Unlimited Entities

Manage bookkeeping for multiple businesses or entities within a single Kick account, keeping financial records separate and organized.

Unlimited account connections

Link multiple business and personal bank accounts to automatically import and track all transactions.

Unlimited members

Invite team members, Accountants, or Bookkeepers to collaborate within your Kick account, with customizable permission levels to control access.

Auto-categorization

Transactions are automatically assigned to categories based on industry standards and both predefined and customizable rules. You can review and adjust categorizations as needed to ensure accuracy.

Automatic receipt matching

Text or email your receipts or upload them to your Documents tab and Kick will match them to transactions.

Custom categories

Create a custom sub-categories to organize transactions in a way that fits your business’s reporting needs.

Rules

Set up automated rules to categorize recurring expenses and transactions consistently, reducing manual adjustments.

Data importer

Import transaction data into Kick using CSV, Excel, PDF, or image files to keep financial records complete and up to date.

Invoicing

Powered via our direct integration with Stripe. Create, send, and manage invoices directly within Kick. Invoices will reconcile with transactions for accurate accounts receivable tracking.

Profit & loss

Generate real-time Profit & Loss statements (modified cash basis) to track income and expenses over a selected period. Reports update automatically based on categorized transactions.

Balance sheet

View a real-time report of assets, liabilities, and equity to see your business’s financial position at a given point in time.

General ledger

A complete record of all financial transactions and journal entries.

Manual journal entry

Record and adjust financial transactions manually for corrections, adjustments, or accrual-based accounting needs.

Payroll reconciliation

Match payroll transactions with bank records to ensure wages, payroll taxes, and benefits are accurately recorded.

Accrual flexibility

Kick enables accountants and bookkeepers to support clients using accrual-basis accounting while still accommodating cash-basis businesses.

Custom Chart of Accounts

Create and organize financial accounts that align with your business structure and needs.

Audit readiness

Tools and automation for substantiating meals and travel expenses, collecting receipts, and maintaining compliant records.

Tax package

A set of financials and tax summary reports organized to make annual tax filings more efficient.

Automated Reconciliations (coming soon)

Kick will automatically reconcile accounts at the end of each month by matching transactions to bank records. Users can review and confirm reconciliations as needed.

Cashflow insights

Review real-time cash flow insights for a single entity or across multiple entities all at once.

Weekly insights

View cash flow, income and expenses on a weekly basis for an up-to-date financial snapshot.

Expense insights

Track business spending in real time to manage costs and stay within financial targets.

Revenue insights

Track income patterns over time and analyze revenue streams by customer, project, or category.

Class & project tracking

Organize transactions by business lines, jobs, customers, location or specific projects to analyze profitability.

Customer & vendor insights

Gain visibility into customer and vendor transactions to track spending and income more effectively.

1099 Analysis (Coming Soon)

Identify and track payments to contractors to simplify 1099 filing.

Service level

Get support based on your plan level, with access to self-service resources, standard support, priority assistance for Plus plan and dedicated support through an Accounting Partner.

Entity Support

Kick is best suited to support Sole Props, S-Corps, LLCs, and Partnerships and some C-Corp. If you're a C-Corp or need specialized accounting support, submit your request to Kick’s Accountant Connect program and we’ll match you with a trusted advisor.

Enterprise grade security

Kick uses advanced encryption and secure access controls to protect sensitive financial information.

User permissions & access control

Manage user roles and permissions to give business partners, accountants, or clients the appropriate level of access while keeping financial data protected.

Audit log

Tracks user activity, changes to financial data, and key account actions for compliance and security.