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Google Sheets

Import your Kick financial reports directly into Google Sheets - no downloading, no copy-paste.

Kick to Sheets is a Google Sheets add-on that pulls your financial reports from Kick into any spreadsheet in seconds. Import any report, set it to auto-refresh, and build on top of live data — all without leaving Sheets.

Install from Google Workspace Marketplace and search Kick to Sheets.

Common use cases

Once your reports are in Sheets, you're not limited to just viewing them. Some common ways to use Kick to Sheets:

  • Share one link with your client: Instead of exporting a PDF every month, share a live Google Sheet. Your client always has access to the latest numbers.

  • Build your own dashboard: Add charts, KPIs, and commentary on top of Kick data in whatever layout works for you or your client.

  • Create a reusable template: Set up a spreadsheet once with all your formulas and formatting, then reuse it across clients. Each month, just refresh the data.

  • Cash flow forecasting: Import historical Cash Flow data as the base for a rolling forecast model. Refresh actuals monthly and let your formulas do the rest.

Use with Gemini

Use Google's Gemini to read and reason over your data directly. Ask Gemini to summarize trends, flag anomalies, or draft commentary and dashboards - all from the same spreadsheet.

Prefer to work outside of Sheets?

Kick also supports access to your financial data via MCP, which lets AI tools like Claude query your reports directly without needing to export anything. Learn more about Kick AI & Automation →

Set up

Install the add-on

  1. Open Google Workspace Marketplace and search Kick to Sheets

  2. Click Install and grant the requested permissions

  3. The add-on is now available in every Google Sheet under Extensions → Kick to Sheets

Sign in to Kick

  1. Open any Google Sheet and go to Extensions → Kick to Sheets → Open

  2. In the sidebar, click Sign in to Kick

  3. Complete the login flow; you'll be redirected to Kick to approve the connection

  4. Once approved, the sidebar shows Signed in to Kick

To disconnect, click Sign out in the sidebar.

Import a report

  1. Open the sheet where you want the report to appear

  2. Open the sidebar: Extensions → Kick to Sheets → Open

  3. Select your Workspace and Entity

  4. Choose a Report type

  5. Set your Start date and End date

  6. Choose your Basis (Cash or Accrual) and Cycle (Month, Quarter, or Year)

  7. Click Import report

The report loads in about 10 seconds. The sidebar shows Report imported. when it's done.

Reports come in as real spreadsheet data — you can add formulas, build charts, and format as needed. Refreshing later won't overwrite your additions.

Tip: Use one tab per report type. Import your P&L, Balance Sheet, and Cash Flow into separate tabs of the same spreadsheet so everything stays organized.

Refresh a report

Manual refresh: Click Refresh current report in the sidebar to pull the latest data from Kick. Your custom columns and formulas are preserved.

Auto-refresh: Set a schedule (daily, weekly, or monthly) so your reports update automatically without any action from you.

Troubleshooting

"Not signed in" or authentication error

Click Sign out, then Sign in to Kick to reconnect.

"No workspaces found"

Verify that your Kick account has access to at least one workspace, then sign out and back in.

Report doesn't appear after clicking Import

Check your connection and try again. Make sure the date range is valid. If it still doesn't work, try importing into a blank sheet.

Refresh button doesn't do anything

The refresh button only works after a report has been imported into the current sheet. Import first, then refresh on future visits.

Data formatting looks wrong

Pre-existing sheet formatting can interfere. Try importing into a blank sheet, or clear the existing formatting first.

FAQs

What happens to my formulas when I refresh?

Only the Kick data updates. Any custom columns, formulas, or charts you've built around it stay in place.

Can I import reports for multiple entities?

Yes. Select different entities from the dropdown and import into separate tabs.

Can I share the spreadsheet?

Yes - standard Google Sheets sharing works. Anyone you share with can view the data. Only the authenticated user can refresh or import.

Is there an extra cost?

No. Kick to Sheets is included with your Kick account.

Need help? Contact Kick support.

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