Link your bank accounts, credit cards, and financial tools so Kick can pull in your transactions automatically.
Kick supports three ways to bring financial data in:
Plaid: connects to over 12,000 banks and credit cards. This is the primary method for most accounts.
Direct connections: native integrations for tools like Ramp, Mercury, Gusto, Stripe, and PayPal with richer data syncing, including auto-splits and receipt matching.
Universal Importer: upload PDF bank statements or CSVs for institutions not supported by Plaid, or to backfill historical data.
Go to the Accounts tab
Click Add account
Select your institution from the list, or search for it
Complete the login flow to authorize the connection
Confirm whether each account is Personal or Business
Click Continue
Once connected, Kick begins syncing transactions automatically from your bookkeeping start date.
When you connect a bank, all accounts at that institution are imported. Each account can be assigned to a different entity if you have multiple businesses.
Kick pulls in as much history as your bank provides through Plaid - typically 6 to 24 months depending on the institution. If you need older data, upload historical statements via the Universal Importer.
If you sometimes use a personal bank account or credit card for business expenses, connect it as a Personal account. Transactions from personal accounts don't post to your books automatically - you review them and move any business expenses across manually.
To view, reconnect, or remove an account, go to Accounts and click on any connected account to see its settings. If a connection breaks (this can happen when a bank requires re-authentication), Kick will flag it and prompt you to reconnect.
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