> 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/setting-up/integrations/google-sheets/google-sheets-use-with-ai.md). # Use with AI Kick reports land as live spreadsheet data in your workbook, so Gemini, Claude, or ChatGPT can read and reason over them. Summarize trends, build forecast tabs, and run month-end review without exporting from Kick. {% hint style="info" %} Want a quick start? use our [/advisory Agents](https://www.kick.co/agent-builder) {% endhint %} Build new analysis on **separate tabs** that reference your Kick report tabs. Do not add columns or formulas directly to a report tab, because refresh rewrites report tabs in full. See [Google Sheets](/accountants/setting-up/integrations/google-sheets.md#add-a-report) for setup. *** ## Prompts vs skills | | Prompts | Skills | | ------------ | ----------------------------------------- | ---------------------------------------------------------------- | | **What** | One-off copy-paste asks | Guided workflows — get started, monthly review, budget vs actual | | **Best for** | Exploration and ad-hoc questions | Repeat use every month | | **Where** | [Example prompts](#example-prompts) below | Free in [Agent Builder](https://www.kick.co/agent-builder) | *** ## Connect your AI tool ### Gemini in Google Sheets Gemini is already built into Google Sheets, so there's nothing to install. Open the Gemini side panel from the top-right of your spreadsheet and ask it to summarize trends, flag anomalies, or draft commentary on the client's numbers. **Best for:** quick questions and first-draft commentary without any setup. ### Claude for Chrome The [Claude for Chrome extension](https://chromewebstore.google.com/detail/claude/fcoeoabgfenejglbffodgkkbkcdhcgfn) puts Claude in a side panel that can read the spreadsheet you have open, reason across all of its tabs, and build new tabs for you. It requires a paid Claude plan. {% embed url="" %} From there you can interrogate a whole report package the way a client would: which property or product line is carrying the business, what happens to revenue if the weakest one goes away, where the tenant concentration risk sits, or whether a strong month is real or inflated by a one-time item. Claude can also write back to the spreadsheet when you ask it to, which is useful for the analysis clients ask for but Kick doesn't produce natively — for example, a new sensitivity tab modelling forecast net income at several revenue growth rates. **Best for:** advisory work — deep analysis across a full package, and having AI build new schedules and scenario tabs for you. {% hint style="info" %} Claude for Chrome asks for permission before it acts. Keep it in **Ask before acting** mode so you approve any change before it touches a client deliverable, and point it at your own working tabs rather than the Kick report tabs, since report tabs are overwritten on refresh. {% endhint %} ### ChatGPT in Google Sheets OpenAI's [ChatGPT add-on for Google Sheets](https://workspace.google.com/marketplace/app/chatgpt/870214997678) runs in a sidebar inside your spreadsheet. Install it from the Marketplace, then open it under **Extensions → ChatGPT → Open** and sign in with your OpenAI account. It can read your cells and formulas, and build or edit tabs in place. **Best for:** building the structure of a template — formulas, schedules, and layout — with natural language. *** ## Example prompts Copy-paste into Gemini, Claude, or ChatGPT after your Kick reports are in the spreadsheet. Send **Ground rules** first when using Claude for Chrome. | Use case | Prompt | | ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Ground rules** (Claude) | `I'm going to ask you questions about this spreadsheet data. Act as a professional financial analyst and return all answers in this chat. Don't edit tabs unless I ask you to.` | | **Learn the business** | `Summarize what this P&L tells you about the business: revenue drivers, margin, and anything unusual in the last 3 months.` | | **Budget vs actual** | `Add a budget vs actual tab by month. Flag variances over 10%.` | | **Rolling forecast** | `Add a 12-month rolling forecast tab.` | | **OpEx changes** | `What changed most in operating expenses vs last month, and what should I flag for the client?` | | **Month-end variances** | `Summarize the top three variances for our client month-end review.` | *** ## Prefer to work outside of Sheets? Kick also supports access to client financial data via MCP, which lets AI tools query Kick directly without exporting anything. [Learn more about Kick AI & Automation →](https://docs.kick.co/ai) Any AI tool you connect to a spreadsheet containing Kick data can read that client's financial data, and third-party tools are governed by their own privacy and data-training policies, not Kick's. Confirm this is consistent with your firm's data policy and your client engagement terms before pointing an AI tool at client financials. *** ← [Google Sheets](/accountants/setting-up/integrations/google-sheets.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.kick.co/accountants/setting-up/integrations/google-sheets/google-sheets-use-with-ai.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.