Use Case Library

Real automation scripts and workflows for the Kick CLI. Copy, customize, and run these examples to automate your accounting tasks.

How to Use This Library

Each use case includes:

• The complete script you can copy and run

• How to customize it for your needs

• What it outputs so you know what to expect

All scripts assume you've already installed and authenticated Kick CLI.

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Workflow Scripts by Use Case

Monthly Reporting

Transaction Management

Automation Rules

Reconciliation and Cleanup

Data Analysis

Integration Scripts

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Quick Command Reference

List workspaces

kick workspaces list

Set active workspace

kick workspace set "Client Name"

List entities in workspace

kick entities list

Show recent transactions

kick transactions list --limit=20

Filter by date range

kick transactions list --from="2026-01-01" --to="2026-01-31"

Filter by amount

kick transactions list --min-amount=5000

Export to CSV

kick transactions list --format=csv > transactions.csv

Profit & Loss

kick reports pl --entity="ACME Corp" --period="2026-01"

Balance Sheet

kick reports trial-balance --entity="ACME Corp" --period="2026-Q1"

Trial Balance

kick reports trial-balance --entity="ACME Corp" --period="2026-Q1"

Export to JSON

kick reports pl --entity="ACME Corp" --period="2026-01" --format=json > pl-jan.json

List existing rules

kick rules list

Create a categorization rule

kick rules create \
  --name="AWS Cloud Expenses" \
  --condition="description contains 'AWS'" \
  --action="set-category:Cloud Infrastructure"

Test a rule before creating

kick rules test \
  --condition="description contains 'AWS'" \
  --preview=10

Delete a rule

kick rules delete --id=rule_abc123

Update transactions from CSV

kick transactions update --file=updates.csv

Bulk categorize

kick transactions categorize \
  --filter="counterparty=Amazon" \
  --category="Office Supplies"

Preview before executing

kick transactions categorize \
  --filter="counterparty=Amazon" \
  --category="Office Supplies" \
  --dry-run

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Have a workflow you'd like to automate? Share it with us and we'll add it to this library at [email protected]