Use with AI
Use Gemini, Claude, or ChatGPT on live Kick report data in Google Sheets: build forecasts, run month-end review, and extend client deliverables 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.
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 for setup.
Prompts vs 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
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 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.
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.
ChatGPT in Google Sheets
OpenAI's ChatGPT add-on for Google Sheets 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.
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 →
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.
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