Free Firm Workspace

Your firm workspace is a Plus-tier environment where you can run your firm's own books, demo Kick to prospects, and test new workflows before rolling them out to clients

Where to find it

Your firm workspace appears on the Clients page, named after your firm. It's created automatically when you register and stays on a free Plus plan indefinitely.

Use cases

• Run your firm's books — Connect your firm's bank accounts, categorize transactions, and close periods using the same workflow you use for clients.

• Demo to prospects — Walk potential clients through real workflows, show how transactions auto-categorize on sync, and demonstrate how quickly books can close.

• Test before you deploy — Try new Rules, Split configurations, or Chart of Accounts changes here before applying them to client accounts.

Tip: Build template Rules and Chart of Accounts configurations here that you can reference when onboarding new clients.

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What's included

Your firm workspace includes all Plus plan features at no cost:

• Collaboration tool with your team and clients

• Unlimited transactions

• Custom Chart of Accounts

• Rules (Transaction, Split, Transfer, and Accounting)

• Balance Sheet and Reconciliation

• Classes for segment reporting

• Multi-entity with automatic intercompany journal entries

• Receipt matching and document storage

• And more...

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Next steps

→ Invite Your Team

→ Add Your First Client