Multi-Entity

Run separate books for each of a client's entities in one workspace, with shared rules, a consolidated transactions feed, and automated intercompany entries.

Kick is built for clients with multiple businesses, holding companies, or any structure that requires separate books under one workspace. Each entity gets its own chart of accounts, financial statements, and transaction history — while shared tools like rules, categories, and the transactions feed work across all of them.

Adding entities beyond the first requires a Plus plan or above. Workspaces on Free or Basic will see an upgrade prompt when clicking Add entity.

---

How entities work in Kick

A workspace contains one or more entities. The first entity is created when you add a client. Additional entities can be added at any time from the Clients tab or from within the client's workspace.

Each entity has its own:

• Chart of Accounts
• Financial statements (Balance Sheet, P&L, Trial Balance, General Ledger, etc.)
• Integrations
• Documents
• Tasks
• Transactions

These operate independently — but Kick gives you tools to work across entities without switching between them.

→ Adding & removing entities

---

Consolidated transactions feed

The Transactions tab shows transactions for all entities in a single feed. This is useful when entities share similar categorization — you can review and categorize across the entire workspace without switching context.

To focus on a single entity, filter by entity in the top right.

Tip: The consolidated feed is especially helpful for reviewing intercompany activity. Matched Transfers between entities are clearly surfaced, making it easier to confirm both sides are categorized correctly

→ Transactions

---

Intercompany journal entry automation

When you move a transaction from one entity to another — or split a transaction across entities — Kick automatically generates the intercompany payable and receivable journal entries on both sides.

This means you don't need to manually create offsetting entries. The expense is booked to the correct entity, and the intercompany balances on each entity's Balance Sheet stay in sync.

This applies to:

• Moving transactions between entities — Change the entity on a transaction from the Transactions tab. The expense posts to the destination entity, and intercompany entries are created automatically.
• Cross-entity splits — Split a shared expense (rent, software, insurance) across multiple entities by amount or percentage. Each entity's portion is booked with the correct intercompany entries.
• Matched transfers between entities — when you move funds from one entity to another, Kick will identify it as an intercompany transfer and generate the appropriate journal entries.

---

Multi-entity rules

Rules can apply across multiple entities, so you don't need to recreate the same rule for each one. This includes:

• Transaction Rules that categorize, assign counterparties, or set classes across entities
• Split Rules that allocate shared expenses across entities automatically
• Transfer Rules that match intercompany transfers

→ Rules

---

Multi-entity Chart of Accounts

All entities in a workspace share a single Chart of Accounts view. You can see which accounts are shared across entities and which are unique to a specific entity. Custom accounts can be created and scoped as needed.

Groups belong to one entity. Filter to that entity before you create a group or merge accounts.

→ Chart of Accounts

---

The Personal entity

Every workspace includes a Personal entity where clients can connect their personal bank accounts and credit cards. Transactions in the Personal entity do not post to the General Ledger — they sit on the Transactions tab for review.

When a personal transaction has a business purpose, move it to the appropriate business entity. The expense posts to that entity's books, and the other side is recorded as a contribution.

The Personal entity can be disabled if not needed.

→ Personal to business