# Kick Docs

## Business Owners

- [Kick Docs for Business Owners](https://docs.kick.co/readme.md): Kick is self-driving bookkeeping software. Here's everything you need to manage your business finances in one place.
- [Setup Guide](https://docs.kick.co/best-practice-guides/setup-guide.md): Get your Kick workspace fully set up and your books running in a few steps.
- [Monthly Review Guide](https://docs.kick.co/best-practice-guides/monthly-review-guide.md): A 15-minute monthly habit that keeps your books accurate and your financial picture clear all year.
- [Tax Prep Guide](https://docs.kick.co/best-practice-guides/tax-prep-guide.md): How to get your books to a state your accountant can actually work with - and what a clean handoff looks like.
- [Set Up Your Workspace](https://docs.kick.co/setting-up/set-up-your-workspace.md): Create your Kick account and get your business workspace ready.
- [Multi-Entity](https://docs.kick.co/setting-up/multi-entity.md): Manage multiple businesses from one Kick workspace.
- [Connect Your Accounts](https://docs.kick.co/setting-up/connect-your-accounts-and-integrations.md): Link your bank accounts, credit cards, and financial tools so Kick can pull in your transactions automatically.
- [Universal Importer](https://docs.kick.co/setting-up/universal-importer.md): Upload bank statements or CSVs to bring in transactions when a live bank connection isn't available.
- [Receipts](https://docs.kick.co/setting-up/receipts.md): How to attach receipts to transactions in Kick — and why it matters for taxes and audits.
- [Opening Balances](https://docs.kick.co/setting-up/opening-balances.md): Set starting balances for your accounts so your Balance Sheet and reports are accurate from day one.
- [Chart of Accounts](https://docs.kick.co/setting-up/chart-of-accounts.md): The list of accounts that organizes everything in your books - managed by your accountant, visible to you.
- [Invite Your Team](https://docs.kick.co/setting-up/invite-your-team.md): Add your accountant, bookkeeper, or business partners to your workspace.
- [Transactions](https://docs.kick.co/common-workflows/transactions.md): View and manage all the financial activity flowing through your connected accounts.
- [Categorization](https://docs.kick.co/common-workflows/categorization.md): Kick automatically categorizes your transactions and learns from your changes
- [Personal to Business](https://docs.kick.co/common-workflows/personal-to-business.md): Capture business expenses that were paid from a personal account.
- [Reconciliation](https://docs.kick.co/common-workflows/reconciliation.md): Confirm that your Kick transactions match your official bank statements, period by period.
- [Journal Entries](https://docs.kick.co/common-workflows/journal-entries.md): Understand what journal entries are, when they're created, and how to view them in your books.
- [Transfers](https://docs.kick.co/common-workflows/transfers.md): Make sure money moving between your accounts is recorded correctly and doesn't skew your reports.
- [Splits](https://docs.kick.co/common-workflows/splits.md): Break a single transaction into multiple line items when a charge covers more than one category or business.
- [Rules](https://docs.kick.co/common-workflows/rules.md): Automate how Kick handles recurring transactions so you spend less time on manual categorization.
- [Classes](https://docs.kick.co/common-workflows/classes.md): Track performance by location, department, project, or any other dimension that matters to your business.
- [Counterparties](https://docs.kick.co/common-workflows/counterparties.md): Vendors and customers in Kick - how they work and how to manage them.
- [Loans](https://docs.kick.co/common-workflows/loans.md): How to record loan payments correctly so your books stay accurate and your Balance Sheet reflects what you actually owe.
- [Payroll](https://docs.kick.co/common-workflows/payroll.md): How payroll transactions flow into Kick and what to do if you run payroll outside of Gusto.
- [Memos](https://docs.kick.co/common-workflows/memos.md): Add notes to transactions to explain what they were for - useful for your accountant, your records, and audit readiness.
- [Documents](https://docs.kick.co/common-workflows/documents.md): How to store, attach, and find business documents in Kick - contracts, statements, tax forms, and more.
- [Invoicing](https://docs.kick.co/common-workflows/invoicing.md): Create and send invoices to your customers directly from Kick. Coming soon.
- [Bill Pay](https://docs.kick.co/common-workflows/bill-pay.md): View and manage your bills in Kick, with real-time sync from Ramp.
- [Insights](https://docs.kick.co/reports/insights.md): A real-time view of how cash is moving through your business - what's coming in, what's going out, and what's left.
- [Profit & Loss](https://docs.kick.co/reports/profit-and-loss.md): See your income and expenses for any period - your most important view of business performance.
- [Balance Sheet](https://docs.kick.co/reports/balance-sheet.md): A snapshot of what your business owns, what it owes, and what's left over.
- [Cash Flow](https://docs.kick.co/reports/cash-flow.md): Understand where your cash is actually coming from and where it's going.
- [Expenses by Vendor](https://docs.kick.co/reports/expenses-by-vendor.md): See exactly who you're paying the most and how your vendor spending breaks down.
- [Tax Package](https://docs.kick.co/reports/tax-package.md): Download a complete year-end financial package to hand off to your tax preparer.
- [Tasks](https://docs.kick.co/working-with-your-team/tasks.md): How your accountant or team sends you questions and requests - and how to respond.
- [Activity](https://docs.kick.co/working-with-your-team/activity.md): A complete log of every change made in your workspace - who did what and when.
- [Locks](https://docs.kick.co/working-with-your-team/locks.md): What it means when your accountant locks a period, and what you can still do.
- [Overview](https://docs.kick.co/integrations/integrations.md): Connect your banks, payment tools, and financial apps to bring all your transactions into Kick automatically.
- [Google Sheets](https://docs.kick.co/integrations/google-sheets.md): Import your Kick financial reports directly into Google Sheets - no downloading, no copy-paste.
- [Ramp](https://docs.kick.co/integrations/ramp.md): Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick.
- [Mercury](https://docs.kick.co/integrations/mercury.md): Connect Mercury to sync your transactions and bank statements directly into Kick.
- [Gusto](https://docs.kick.co/integrations/gusto.md): Connect Gusto to sync your payroll runs into Kick automatically, broken out by expense type.
- [Stripe & PayPal](https://docs.kick.co/integrations/payment-processors.md): Connect Stripe or PayPal to sync your payments, fees, and payouts into Kick automatically.
- [BILL (Coming soon)](https://docs.kick.co/integrations/bill.com.md): Sync your BILL bills, vendors, and payments directly into Kick.
- [Manage Integrations](https://docs.kick.co/integrations/manage-integrations.md): Fix disconnected accounts, reassign accounts to entities, and manage your integration settings.
- [FAQs](https://docs.kick.co/troubleshooting/faqs.md): Answers to the most common questions from Kick business owners.
- [Contact Us](https://docs.kick.co/troubleshooting/contact-us.md): Reach the Kick team through in-app chat or email.
- [Glossary](https://docs.kick.co/reference/glossary.md): Plain-English definitions for terms you'll encounter in Kick.
- [Security](https://docs.kick.co/reference/security.md): How Kick protects your financial data and what you should know about privacy.
- [Roles & Permissions](https://docs.kick.co/reference/roles-and-permissions.md): Control what each person on your team can see and do in your workspace.
- [Plan Comparison](https://docs.kick.co/reference/plan-comparison.md): Start free, or choose the plan that fits where your business is today.
- [Keyboard Shortcuts](https://docs.kick.co/reference/keyboard-shortcuts.md): Keyboard shortcuts to help you move faster in Kick.
- [Refer & Earn](https://docs.kick.co/referrals-and-partnerships/refer-and-earn.md): Share Kick with other business owners and earn a reward for every paid signup through your link.
- [Partner Program](https://docs.kick.co/referrals-and-partnerships/partner-program.md): Find a trusted accountant or bookkeeper through Kick, or apply to become a Kick Partner yourself.
- [Get a Demo](https://docs.kick.co/referrals-and-partnerships/get-a-demo.md): See Kick in action with a personalized walkthrough built around your business.

## Accountants

- [Kick Docs for Accountants](https://docs.kick.co/accountants/readme.md)
- [Set Up Your Firm](https://docs.kick.co/accountants/start-here/set-up-your-firm.md)
- [Register for Kick](https://docs.kick.co/accountants/start-here/set-up-your-firm/register-for-kick.md): Turn your firm into an AI-enabled practice—set up your Kick account to get started
- [Invite your Team](https://docs.kick.co/accountants/start-here/set-up-your-firm/invite-your-team.md): Add accountants, bookkeepers, and staff to your firm so they can access client workspaces.
- [Free Firm Workspace](https://docs.kick.co/accountants/start-here/set-up-your-firm/free-firm-workspace.md): 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
- [Add a Client Workspace](https://docs.kick.co/accountants/start-here/add-your-first-client.md): Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team.
- [Setup Guide](https://docs.kick.co/accountants/best-practice-guides/setup-guide.md): A step-by-step guide for setting up your firm and onboarding clients to Kick.
- [Close Guide](https://docs.kick.co/accountants/best-practice-guides/close-guide.md): A step-by-step guide for executing a period close in Kick.
- [Catch-Up Guide](https://docs.kick.co/accountants/best-practice-guides/catch-up-guide.md): A step-by-step guide for bringing a client's books up to date in Kick — whether they're months or years behind.
- [Chart of Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts.md): Every entity in Kick comes with a standard Chart of Accounts, designed to map to that entity type's tax form. The Chart of Accounts is fully customizable to support your client's reporting needs.
- [Import your Chart of Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts/import-your-chart-of-accounts.md): Import your previous Chart of Accounts into Kick, map accounts to Kick's standard Chart of Accounts, or create custom accounts in bulk.
- [Add, Edit, and Delete Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts/add-edit-and-delete-accounts.md): Add custom accounts to any subtype, edit account names and numbers, or disable and delete accounts you no longer need.
- [Import Opening Balances](https://docs.kick.co/accountants/setting-up/chart-of-accounts/import-opening-balances.md): Import a Balance Sheet from your previous accounting system to set opening balances in Kick.
- [Remove an Opening Balance](https://docs.kick.co/accountants/setting-up/chart-of-accounts/remove-an-opening-balance.md): Remove an opening balance entry from an individual account in the Chart of Accounts.
- [Ledgers](https://docs.kick.co/accountants/setting-up/ledgers.md): An overview of how the Cash and Accrual ledgers work in Kick.
- [Organization vs Workspace](https://docs.kick.co/accountants/setting-up/organization-vs-workspace.md): Your organization is where you manage your team and client roster. A workspace is where you manage one client's books — including multiple entities under a single roof.
- [Migration](https://docs.kick.co/accountants/setting-up/migration.md): Bring your clients' historical financial data into Kick from QuickBooks Online, or any other accounting software.
- [QuickBooks Online → Kick Migration Checklist](https://docs.kick.co/accountants/setting-up/migration/quickbooks-migration-checklist.md): A phase-by-phase checklist for migrating a client from QuickBooks Online to Kick.
- [Multi-Entity](https://docs.kick.co/accountants/setting-up/multi-entity.md)
- [Adding & Removing Entities](https://docs.kick.co/accountants/setting-up/multi-entity/adding-and-removing-entities.md): Add or remove entities as your client's business structure changes.
- [Integrations](https://docs.kick.co/accountants/setting-up/integrations.md)
- [Connect Accounts](https://docs.kick.co/accountants/setting-up/integrations/connect-accounts.md): Bring your client's financial accounts into Kick via Plaid, direct integrations, or file import.
- [Payment Processors](https://docs.kick.co/accountants/setting-up/integrations/payment-processors.md): Connect Stripe and PayPal to sync transaction-level detail into Kick, including customer information, product data, and automatic revenue and fee splits.
- [Ramp](https://docs.kick.co/accountants/setting-up/integrations/ramp.md): Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick.
- [Mercury](https://docs.kick.co/accountants/setting-up/integrations/mercury.md): Connect Mercury to sync transactions, bank statements, and treasury activity directly.
- [Gusto](https://docs.kick.co/accountants/setting-up/integrations/gusto.md): Connect Gusto to automatically sync payroll runs, domestic contractor payments, and reimbursements into Kick.
- [Bill.com](https://docs.kick.co/accountants/setting-up/integrations/bill.com.md): Sync your Bill.com bills, invoices, vendors, customers, and payment directly into Kick.
- [Manage Integrations](https://docs.kick.co/accountants/setting-up/integrations/manage-integrations.md): Update connected account settings, fix disconnections, merge accounts, and pause or remove connections from the Accounts tab.
- [Universal Importer](https://docs.kick.co/accountants/setting-up/universal-importer.md): Upload bank statements and CSVs to bring in transaction data for institutions not supported by Plaid, or to backfill history beyond Plaid's lookback window.
- [Multi-Account Statements](https://docs.kick.co/accountants/setting-up/universal-importer/multi-account-statements.md): Handle bank statements that combine multiple accounts into a single PDF.
- [Invite your Clients](https://docs.kick.co/accountants/setting-up/invite-your-clients.md): Give your clients access to their workspace for a smooth collaboration
- [Categorization](https://docs.kick.co/accountants/bookkeeping-workflows/categorization.md): Kick uses two layers to categorize transactions automatically — an AI layer that handles the first pass, and a rules layer that gives you full control.
- [Custom Categories](https://docs.kick.co/accountants/bookkeeping-workflows/categorization/custom-categories.md): Create custom categories to tailor Kick's categorization to your client's specific reporting needs.
- [Categories vs General Ledger](https://docs.kick.co/accountants/bookkeeping-workflows/categorization/categories-vs-general-ledger.md): Kick uses two parallel systems to label transactions — categories for business owners, and general ledger accounts for accountants.
- [Transactions](https://docs.kick.co/accountants/bookkeeping-workflows/transactions.md): View, categorize, and manage all synced transactions across your client's entities from a single tab.
- [Deleting Transactions](https://docs.kick.co/accountants/bookkeeping-workflows/transactions/deleting-transactions.md): Manage transactions that should not be included in business financials.
- [Personal to Business](https://docs.kick.co/accountants/bookkeeping-workflows/personal-to-business.md): Have your clients connect their personal accounts to Kick to capture all deductions.
- [Transfers](https://docs.kick.co/accountants/bookkeeping-workflows/transfers.md): Match transfers between accounts so money movement is recorded accurately and doesn't inflate your client's income or expenses.
- [Rules](https://docs.kick.co/accountants/bookkeeping-workflows/rules.md): Automate your bookkeeping by creating Rules.
- [Splits](https://docs.kick.co/accountants/bookkeeping-workflows/splits.md): Split transactions across categories, classes, entities, and more.
- [Classes](https://docs.kick.co/accountants/bookkeeping-workflows/classes.md): Classes let you organize transactions beyond standard categorization by grouping them under any custom system that fits your business.
- [Counterparties](https://docs.kick.co/accountants/bookkeeping-workflows/counterparties.md): Manage your customers and vendors across entities in a consolidated view.
- [Documents](https://docs.kick.co/accountants/bookkeeping-workflows/documents.md): The Documents tab is a centralized hub for all files associated with a workspace — receipts, bank statements, tax forms, and anything else.
- [Invoicing](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing.md): Track outstanding and paid invoices across your client's entities, and manage accounts receivable reconciliation on the Accrual ledger.
- [Bill Pay](https://docs.kick.co/accountants/bookkeeping-workflows/bill-pay.md): Track outstanding and paid bills across your client's entities, and manage accounts payable reconciliation on the Accrual ledger.
- [Ramp Chart of Accounts Setup](https://docs.kick.co/accountants/bookkeeping-workflows/bill-pay/ramp-chart-of-accounts-setup.md): Import your Kick Chart of Accounts to Ramp in three steps.
- [Reconciliation](https://docs.kick.co/accountants/close-workflows/reconciliation.md): Compare your client's transaction data in Kick against bank and credit card statements to surface discrepancies before closing the books.
- [Multi-Account Statements](https://docs.kick.co/accountants/close-workflows/reconciliation/multi-account-statements.md): Handle bank statements that combine multiple accounts into a single PDF.
- [Journal Entries](https://docs.kick.co/accountants/close-workflows/journal-entries.md): Adjust your clients books at month or period end using the journal entry editor feature.
- [Create Recurring Entries](https://docs.kick.co/accountants/close-workflows/journal-entries/create-recurring-entries.md): Recurring journal entries automate entries you'd otherwise recreate manually each period.
- [Create Reversal Entries](https://docs.kick.co/accountants/close-workflows/journal-entries/create-reversal-entries.md): Automate journal entry reversals to keep financials clean and up to date.
- [Payroll](https://docs.kick.co/accountants/close-workflows/payroll.md): Automate payroll reconciliation by using Gusto, or reconcile manually using journal entries.
- [Loans](https://docs.kick.co/accountants/close-workflows/loans.md): Accurately record liability balances on your Balance Sheet.
- [Tasks](https://docs.kick.co/accountants/close-workflows/tasks.md): Tasks is Kick's collaboration tool for managing your workspace.
- [Accrual Tasks](https://docs.kick.co/accountants/close-workflows/tasks/accrual-tasks.md): Automate your Accrual ledger review using tasks
- [Locks](https://docs.kick.co/accountants/close-workflows/locks.md): Locks prevent changes to transactions and journal entries prior to a selected date, protecting your completed work from being modified by other workspace members.
- [Activity](https://docs.kick.co/accountants/close-workflows/activity.md): Full visibility and control over every change.
- [Insights](https://docs.kick.co/accountants/reports/insights.md): Insights is your client's view of their cash activity — broken down by the categories they see on the Transactions tab, with a chart and ability to drill down into the details.
- [Profit & Loss](https://docs.kick.co/accountants/reports/profit-and-loss.md): Analyze income and expenses with period comparisons, class filtering, and drill-down to the GL.
- [Balance Sheet](https://docs.kick.co/accountants/reports/balance-sheet.md): View your client's assets, liabilities, and equity as of a specific date.
- [Trial Balance](https://docs.kick.co/accountants/reports/trial-balance.md): Review debit and credit totals by account for a given period to verify the books are in balance.
- [Cash Flow](https://docs.kick.co/accountants/reports/cash-flow.md)
- [General Ledger](https://docs.kick.co/accountants/reports/general-ledger.md): View every transaction and journal entry posted to your client's Chart of Accounts.
- [Expenses by Vendor](https://docs.kick.co/accountants/reports/expenses-by-vendor.md)
- [Tax Package](https://docs.kick.co/accountants/reports/tax-package.md): Generate a complete year-end financial package for tax preparation in a single download
- [Tasks](https://docs.kick.co/accountants/collaboration/tasks.md): Tasks is Kick's collaboration tool for managing your workspace.
- [Activity](https://docs.kick.co/accountants/collaboration/activity.md): Full visibility and control over every change.
- [Views](https://docs.kick.co/accountants/collaboration/views.md): Views let you customize how data is displayed across Kick. The same column, filter, and layout controls are available on multiple tabs throughout the platform.
- [Memos](https://docs.kick.co/accountants/collaboration/memos.md): Add context across your Kick workspace with your own notes.
- [Invite your Clients](https://docs.kick.co/accountants/collaboration/invite-your-clients.md): Give your clients access to their workspace for a smooth collaboration
- [Roles & Permissions](https://docs.kick.co/accountants/managing-clients/roles-and-permissions.md): Control who can access your firm's clients and what they can do inside each workspace.
- [Add a Client Workspace](https://docs.kick.co/accountants/managing-clients/add-your-first-client.md): Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team.
- [Add Existing Kick Users as Clients](https://docs.kick.co/accountants/managing-clients/add-your-first-client/add-existing-kick-users-as-clients.md): If your client already has a Kick workspace, they can invite your firm directly — no need to create a new workspace from your Clients tab.
- [Remove or Delete Clients](https://docs.kick.co/accountants/managing-clients/add-your-first-client/quickstart.md): Remove clients from your firm workspace, or delete them permanently.
- [Subscription & Billing](https://docs.kick.co/accountants/managing-clients/subscription-and-billing.md): Manage your firm's subscription, monitor client plans, and track your monthly invoices from the Billing page in Kick.
- [Change a Client's Plan](https://docs.kick.co/accountants/managing-clients/subscription-and-billing/change-a-clients-plan.md): Upgrade or downgrade client plans at any time.
- [Transfer Client Billing](https://docs.kick.co/accountants/managing-clients/subscription-and-billing/transfer-client-billing.md): Change billing ownership from client to firm, or vice versa.
- [Entity Management](https://docs.kick.co/accountants/managing-clients/entity-management.md)
- [Adding & Removing Entities](https://docs.kick.co/accountants/managing-clients/entity-management/adding-and-removing-entities.md): Add or remove entities as your client's business structure changes.
- [Editing Entity Start and End Dates](https://docs.kick.co/accountants/managing-clients/entity-management/editing-entity-start-and-end-dates.md): The entity start and end dates control the range of transaction data that syncs in Kick.
- [Contact Us](https://docs.kick.co/accountants/troubleshooting/contact-us.md): Reach the Kick team through in-app chat, email, or your dedicated Slack channel.
- [FAQs](https://docs.kick.co/accountants/troubleshooting/faqs.md)
- [Glossary](https://docs.kick.co/accountants/reference/glossary.md)
- [Security](https://docs.kick.co/accountants/reference/security.md)
- [Firm Settings](https://docs.kick.co/accountants/reference/firm-settings.md): Update client-facing firm name, logo, and more.
- [Keyboard shortcuts](https://docs.kick.co/accountants/reference/keyboard-shortcuts.md): Kick has keyboard shortcuts to help you navigate the product and get through your work faster.
- [Plan comparison guide](https://docs.kick.co/accountants/reference/plan-comparison-guide.md): Start Free, or take advantage of discounted multi-entity or bulk pricing on Plus or by joining the Kick Accountant AI Program.

## AI & MCP

- [Getting Started](https://docs.kick.co/ai/readme.md): Connect AI assistants (MCP) or command-line tools (CLI) to Kick to automate reviews, run checks, and streamline your workflows.
- [Permissions and Security](https://docs.kick.co/ai/permissions-and-security.md): Understand Kick personal access tokens, MCP OAuth scopes, workspace boundaries, audit attribution, confirmation previews, and prompt safety.
- [Quickstart](https://docs.kick.co/ai/mcp/mcp-quickstart.md): Your AI can read and update your Kick data through conversation, and connect to all your other tools in the same place.
- [Connectors](https://docs.kick.co/ai/mcp/connectors.md): Use your preferred AI tool to query transactions, analyze financials, and automate workflows; Kick works with any MCP-compatible assistant.
- [Connect Claude](https://docs.kick.co/ai/mcp/connectors/connect-claude.md): Give Claude deep context on your clients' financials. Query transactions, generate reports, create automation rules, and execute bookkeeping changes, while maintaining full conversation history
- [Connect ChatGPT](https://docs.kick.co/ai/mcp/connectors/connect-chatgpt.md): Ask ChatGPT to analyze your clients' books and take action. Pull reports, categorize transactions, and automate rules without leaving the conversation
- [Connect Gemini](https://docs.kick.co/ai/mcp/connectors/connect-gemini.md): Connect Gemini to Kick and combine visual and conversational AI. Upload receipts, query transactions, analyze trends, and update bookkeeping, all in one multimodal conversation.
- [Connect Perplexity](https://docs.kick.co/ai/mcp/connectors/connect-perplexity.md): Ask Perplexity questions about client data and give it commands. Query transactions, generate reports, create automation rules, all with cited, verified responses
- [Connect Microsoft Copilot](https://docs.kick.co/ai/mcp/connectors/connect-microsoft-copilot.md): Build custom AI agents that can read your clients' Kick data, generate reports, and execute approved bookkeeping changes, all through natural conversation in your organization's Copilot
- [Connect Cursor](https://docs.kick.co/ai/mcp/connectors/connect-cursor.md): Give Cursor full control of your clients' books. Read transactions, generate reports, create rules, and execute bookkeeping changes without leaving your editor
- [Connect custom AI tools](https://docs.kick.co/ai/mcp/connectors/connect-custom-ai-tools.md): Your AI tool supports MCP but we don't have a guide for it yet? Use these connection details to give it full access to read and update your Kick data
- [Use Case Library](https://docs.kick.co/ai/mcp/mcp-use-case-library.md): Explore examples of MCP workflows you can run with Kick
- [MCP Example Workflows](https://docs.kick.co/ai/mcp/mcp-use-case-library/mcp-example-workflows.md): Sample AI assistant prompts for daily operations, period close, investigation, cleanup, deliverables, onboarding, and reusable MCP routines.
- [Kick Tool List](https://docs.kick.co/ai/mcp/available-tools.md): User-facing summary of what you can ask the Kick AI agent to do through MCP, grouped by capability.
- [Quickstart](https://docs.kick.co/ai/cli/cli-quickstart.md): Run accounting lookups and reports from your terminal. Authenticate, pick a workspace, and pull transactions or financial statements with the Kick CLI.
- [Use Case Library](https://docs.kick.co/ai/cli/cli-use-case-library.md): Copy verified Kick CLI scripts for reporting, transaction review, data export, and integrations. Every command matches the current CLI surface.
- [Monthly Reporting](https://docs.kick.co/ai/cli/cli-use-case-library/monthly-reporting.md): Export profit and loss JSON for every entity, compare periods, and archive reports for client delivery using verified Kick CLI commands.
- [Transaction Management](https://docs.kick.co/ai/cli/cli-use-case-library/transaction-management.md): Export transactions for review, spot duplicates, and inspect a transaction before applying a confirmed update with the Kick CLI.
- [Reconciliation and Cleanup](https://docs.kick.co/ai/cli/cli-use-case-library/reconciliation-and-cleanup.md): Alert on uncategorized transactions, find rows missing memos, and review recent transaction activity with verified Kick CLI commands.
- [Data Analysis](https://docs.kick.co/ai/cli/cli-use-case-library/data-analysis.md): Summarize expenses by category and export cash flow statement data with Kick CLI read commands and jq.
- [Integration Scripts](https://docs.kick.co/ai/cli/cli-use-case-library/integration-scripts.md): Pipe Kick CLI JSON into HubSpot, a database, Notion, or Slack using verified read commands and external API calls.
- [Advanced Scripting](https://docs.kick.co/ai/cli/cli-use-case-library/advanced-scripting.md): Parse CLI JSON with jq, set tokens and workspace defaults, and schedule verified read workflows with cron.
- [MCP](https://docs.kick.co/ai/developer-tools/mcp.md): Reference material for connecting to and using the Kick MCP server.
- [Tool Reference](https://docs.kick.co/ai/developer-tools/mcp/tool-reference.md): Complete technical reference for Kick MCP tools, endpoints, auth, conventions, inputs, and tool details.
- [Advanced Setup](https://docs.kick.co/ai/developer-tools/mcp/advanced-mcp-setup.md): Connect Cursor, Gemini CLI, Perplexity, or generic MCP clients, plus reference details on PATs, OAuth scopes, workspace selection, and tool discovery.
- [Reference](https://docs.kick.co/ai/developer-tools/mcp/mcp-reference.md): Technical reference for Kick MCP endpoints, credentials, workspace selection, tool discovery, and common tool examples.
- [CLI](https://docs.kick.co/ai/developer-tools/cli.md)
- [Install the Kick CLI](https://docs.kick.co/ai/developer-tools/cli/install-the-kick-cli.md): Install or locate the Kick CLI, verify the command works, and prepare your terminal for repeatable automation.
- [Authenticate and Select Workspace](https://docs.kick.co/ai/developer-tools/cli/authenticate-and-select-workspace.md): Log in to the Kick CLI, use personal access tokens safely, and confirm the workspace before running client commands.
- [Additional Workflows](https://docs.kick.co/ai/developer-tools/cli/cli-example-workflows.md): Copy Kick CLI commands for client lookup, transaction review, reporting, activity inspection, and JSON exports.
- [Reference](https://docs.kick.co/ai/developer-tools/cli/cli-reference.md): Technical reference for Kick CLI credentials, workspace selection, command discovery, common examples, output modes, and exit codes.
- [MCP Troubleshooting](https://docs.kick.co/ai/troubleshooting/mcp-troubleshooting.md): Fix common Kick MCP issues with client setup, credentials, workspace selection, empty tool lists, and hosted connections.
- [CLI Troubleshooting](https://docs.kick.co/ai/troubleshooting/cli-troubleshooting.md): Fix common Kick CLI issues with installation, credentials, workspace selection, output parsing, paging, and command failures.


---

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## Querying This Documentation
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Perform an HTTP GET request on a page URL with the `ask` query parameter:
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.