# 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 - you or your accountant can manage it. - [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. - [Reviewing Transactions](https://docs.kick.co/common-workflows/reviewing-transactions.md): Sign off on transactions field by field, see who reviewed what and when, and filter to what still needs eyes. - [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. - [Revenue recognition](https://docs.kick.co/common-workflows/revenue-recognition.md): Spread a sale across the months you earn it, instead of booking it all when you invoice or get paid. - [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): View invoices synced from Stripe, Mercury, and BILL, and create and send invoices directly from Kick. - [Bill Pay](https://docs.kick.co/common-workflows/bill-pay.md): View and manage your bills in Kick, with real-time sync from Ramp or BILL. - [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 team or accountant 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. - [Use with AI](https://docs.kick.co/integrations/google-sheets/google-sheets-use-with-ai.md): Use Gemini, Claude, or ChatGPT on live Kick report data in Google Sheets. Summarize trends, build forecasts, and extend your own dashboards with AI. - [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](https://docs.kick.co/integrations/bill.com.md): Sync your BILL bills, invoices, 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): Guides for accounting firms running client books in Kick, from firm setup and onboarding through bookkeeping, close, and reporting. - [Set Up Your Firm](https://docs.kick.co/accountants/start-here/set-up-your-firm.md): Register your firm, invite your team, and set up your free firm workspace in Kick. - [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. You can add groups and custom accounts on top of Kick's set. - [Kick Standard Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts/kick-standard-accounts.md): Kick's Chart of Accounts uses Kick's accounts. You can rename and archive most of them. About 20 accounts have a role tied to automations, and you can reassign that role to another account. - [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): Run separate books for each of a client's entities in one workspace, with shared rules, a consolidated transactions feed, and automated intercompany entries. - [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 clients' banks, cards, payroll, bill pay, payment processors, and Google Sheets to Kick, and manage those connections. - [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. - [Google Sheets](https://docs.kick.co/accountants/setting-up/integrations/google-sheets.md): Pull your clients' Kick reports straight into Google Sheets to build branded, always-current report packages. - [Use with AI](https://docs.kick.co/accountants/setting-up/integrations/google-sheets/google-sheets-use-with-ai.md): Use Gemini, Claude, or ChatGPT on live Kick report data in Google Sheets: build forecasts, run month-end review, and extend client deliverables with AI. - [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](https://docs.kick.co/accountants/setting-up/integrations/bill.md): Sync your BILL 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. - [Consolidation](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation.md): Set up a consolidation group and review consolidated financial statements across related entities. - [Ownership Canvas](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/ownership-canvas.md): Map ownership and other relationships between entities in a workspace. - [Set Up a Consolidation Group](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/set-up-a-consolidation-group.md): Create a consolidation group and choose the ledger for each entity. - [Review Consolidated Reports and Eliminations](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/reports-and-eliminations.md): Review consolidated financial statements, automatic eliminations, and intercompany activity. - [Intercompany](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/intercompany.md): Review and resolve matched and unmatched intercompany activity across a consolidation group. - [Manual Eliminating Entries](https://docs.kick.co/accountants/bookkeeping-workflows/consolidation/manual-eliminating-entries.md): Create, edit, delete, and reverse group-level eliminating entries. - [Invoicing](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing.md): Create, send, and track invoices, and keep your receivables in sync with your books. - [Create a Kick invoice](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/create-a-kick-invoice.md): Create, design, and send invoices natively from Kick. - [Items](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/items.md): Items are the products and services you sell. Save them once, then add them to any Kick invoice without retyping the name, price, or accounts. - [Invoice templates](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/invoice-templates.md): Create templates with saved details, items, design, and email to create future invoices in seconds. - [Set up payments](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/set-up-payments.md): Let customers pay your Kick invoices online. - [Invoice status](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/invoice-status.md): Track where each invoice stands, from Draft to Paid, and what each status means for your books. - [Billable expenses](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/billable-expenses.md): Track expenses you've paid on a customer's behalf and bill them back on a Kick invoice. - [Reconcile A/R](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing/reconcile-a-r.md): Match customer payments to invoices so your receivables stay accurate. - [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. - [Revenue recognition](https://docs.kick.co/accountants/schedules/revenue-recognition.md): Apply a recognition policy to an invoice, payment, or manual amount, and post the schedule on the Accrual ledger. - [Create a policy](https://docs.kick.co/accountants/schedules/revenue-recognition/create-a-policy.md): Set the recognition method, holding account, and revenue account for a reusable sale type or a one-time contract. - [Milestone-based method](https://docs.kick.co/accountants/schedules/revenue-recognition/milestones.md): Recognize each share of a contract when you confirm that milestone. - [Start a recognition schedule](https://docs.kick.co/accountants/schedules/revenue-recognition/start-a-recognition-schedule.md): Apply a policy to an invoice, payment, or manual amount, and see which journal entries Kick posts. - [Reporting](https://docs.kick.co/accountants/schedules/revenue-recognition/reporting.md): Tie the holding account with the rollforward, and see recognition already posted and still ahead on the waterfall. - [Change, pause, stop, or remove a schedule](https://docs.kick.co/accountants/schedules/revenue-recognition/change-a-schedule.md): Change the term or amount, replace the policy, or pause, stop, or remove a recognition schedule. - [Run revenue recognition close with MCP](https://docs.kick.co/accountants/schedules/revenue-recognition/run-close-with-mcp.md): Review contract context outside Kick, compare it to recognition schedules, and stop before anything posts. - [How recognition relates to ASC 606](https://docs.kick.co/accountants/schedules/revenue-recognition/asc-606.md): See which ASC 606 decisions stay with you, and which entries Kick posts from the policy you apply. - [Prepaid and accrued expenses](https://docs.kick.co/accountants/schedules/prepaid-and-accrued-expenses.md): Prepaid and accrued expense schedules are coming soon. - [Fixed assets](https://docs.kick.co/accountants/schedules/fixed-assets.md): Fixed asset schedules are coming soon. - [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) - [A/R Aging Summary](https://docs.kick.co/accountants/reports/a-r-aging-summary.md): See how much each customer owes and how overdue it is, as of any date. - [A/R Aging Detail](https://docs.kick.co/accountants/reports/a-r-aging-detail.md): See every open invoice behind your receivables balance, grouped by how overdue it is. - [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): Add or remove a client's entities and change their start and end dates. - [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): Answers to common questions about Kick's coverage, account deletion, billing, integrations, transaction syncing, and sign-in. - [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): Compare per-client plans for automation, accrual accounting, consolidation, and firm support. ## 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): Add Kick from Claude's connector directory for deep context on your clients' financials. Query transactions, generate reports, create rules, and execute bookkeeping changes in one conversation - [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, sign in and pick a workspace, and run commands from your terminal. - [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. ## API - [Getting Started](https://docs.kick.co/api/readme.md): Read and write the books of every workspace in your organization's book of business from one REST API. - [Migration](https://docs.kick.co/api/migration.md): Move an entity's history from another accounting system into Kick, so new transactions are categorized by rules built from that history. - [AI Categorization](https://docs.kick.co/api/ai-categorization.md): How Kick assigns each transaction to an account, and what your integration does to set up and steer each source of categorization. - [Idempotency](https://docs.kick.co/api/idempotency.md): Retry a write safely by sending an Idempotency-Key, so a request you never got an answer to never lands twice. - [Webhooks](https://docs.kick.co/api/webhooks.md): Receive an event when something in your book of business needs attention, instead of polling for it. - [plaid.connection.disconnected](https://docs.kick.co/api/webhooks/plaid-connection-disconnected.md): A Plaid connection of one of your business entities stopped syncing and has to be reconnected by the business owner. - [Organization](https://docs.kick.co/api/api-reference/organization.md): Read the organization behind your access token, including the plans it can put a client workspace on. - [Workspaces](https://docs.kick.co/api/api-reference/workspaces.md): List and create the workspaces in your organization's book of business, and read, update, or delete a single workspace. - [Entities](https://docs.kick.co/api/api-reference/entities.md): List and create the entities of a workspace, and read, update, or delete a single entity. - [Chart of Accounts](https://docs.kick.co/api/api-reference/chart-of-accounts.md): Read an entity's chart of accounts, create, rename, archive, restore, merge, or delete its accounts, prepare categorization, and organize account groups. - [Plaid Connections](https://docs.kick.co/api/api-reference/plaid-connections.md): Open a bank connection from a Plaid processor token, list the connections your integration created, and delete one. - [Transactions](https://docs.kick.co/api/api-reference/transactions.md): Read a workspace's transactions across all of its entities, read a single transaction, and update one. - [Transaction Rules](https://docs.kick.co/api/api-reference/transaction-rules.md): List, create, update, and delete the transaction rules of a workspace, and read a single rule. - [Classes](https://docs.kick.co/api/api-reference/classes.md): List, create, rename, and delete the classes of a workspace, and read a single class. - [Ledgers](https://docs.kick.co/api/api-reference/ledgers.md): Open an entity's accrual ledger so you can post to it and report on it. - [Journal Entries](https://docs.kick.co/api/api-reference/journal-entries.md): Read, write, update, and delete the manual journal entries of an entity's ledger. - [Accounting Migration](https://docs.kick.co/api/api-reference/accounting-migration.md): Start an entity's accounting migration, check its status, and generate transaction rules from the migrated history. - [Reports](https://docs.kick.co/api/api-reference/reports.md): Pull an entity's profit and loss, balance sheet, cash flow, trial balance, and general ledger. --- # Agent Instructions This documentation is published with GitBook. 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