> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/accountants/bookkeeping-workflows.md).

# Bookkeeping Workflows

- [Categorization](https://docs.kick.co/accountants/bookkeeping-workflows/categorization.md): 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](https://docs.kick.co/accountants/bookkeeping-workflows/categorization/custom-categories.md): Create custom categories to tailor Kick's categorization to your client's specific reporting needs.
- [Categories vs General Ledger](https://docs.kick.co/accountants/bookkeeping-workflows/categorization/categories-vs-general-ledger.md): Kick uses two parallel systems to label transactions — categories for business owners, and general ledger accounts for accountants.
- [Transactions](https://docs.kick.co/accountants/bookkeeping-workflows/transactions.md): View, categorize, and manage all synced transactions across your client's entities from a single tab.
- [Deleting Transactions](https://docs.kick.co/accountants/bookkeeping-workflows/transactions/deleting-transactions.md): Manage transactions that should not be included in business financials.
- [Personal to Business](https://docs.kick.co/accountants/bookkeeping-workflows/personal-to-business.md): Have your clients connect their personal accounts to Kick to capture all deductions.
- [Transfers](https://docs.kick.co/accountants/bookkeeping-workflows/transfers.md): Match transfers between accounts so money movement is recorded accurately and doesn't inflate your client's income or expenses.
- [Rules](https://docs.kick.co/accountants/bookkeeping-workflows/rules.md): Automate your bookkeeping by creating Rules.
- [Splits](https://docs.kick.co/accountants/bookkeeping-workflows/splits.md): Split transactions across categories, classes, entities, and more.
- [Classes](https://docs.kick.co/accountants/bookkeeping-workflows/classes.md): Classes let you organize transactions beyond standard categorization by grouping them under any custom system that fits your business.
- [Counterparties](https://docs.kick.co/accountants/bookkeeping-workflows/counterparties.md): Manage your customers and vendors across entities in a consolidated view.
- [Documents](https://docs.kick.co/accountants/bookkeeping-workflows/documents.md): The Documents tab is a centralized hub for all files associated with a workspace — receipts, bank statements, tax forms, and anything else.
- [Invoicing](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing.md): Track outstanding and paid invoices across your client's entities, and manage accounts receivable reconciliation on the Accrual ledger.
- [Bill Pay](https://docs.kick.co/accountants/bookkeeping-workflows/bill-pay.md): Track outstanding and paid bills across your client's entities, and manage accounts payable reconciliation on the Accrual ledger.
- [Ramp Chart of Accounts Setup](https://docs.kick.co/accountants/bookkeeping-workflows/bill-pay/ramp-chart-of-accounts-setup.md): Import your Kick Chart of Accounts to Ramp in three steps.


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