Multi-Entity

Manage multiple businesses from one Kick workspace.

If you own more than one business, or have a holding company structure, Kick lets you manage all your entities from a single workspace. Each entity has its own books, reports, and transaction history. Multi-entity is included on all plans.

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How entities work

Each entity in your workspace operates independently with its own:

• Financial statements (P&L, Balance Sheet, etc.)

• Connected accounts and integrations

• Documents and tasks

• Transaction history

You can view transactions across all entities in a single feed, or filter to a specific entity at any time.

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Add an entity

1. Go to Settings → Entities

2. Click Add entity

3. Enter the business name, entity type, and bookkeeping start date

4. Click Create

Once created, connect the entity's accounts the same way you connected your first business.

→ Connect Your Accounts & Integrations

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Moving expenses between entities

If a transaction lands in the wrong entity, you can reassign it from the Transactions tab - just change the entity on the transaction. Kick automatically generates the intercompany journal entries on both sides, so your books stay balanced without any manual work.

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Splitting shared expenses

For expenses shared across businesses - like rent, software, or insurance - you can split a single transaction across multiple entities by amount or percentage. Kick handles the intercompany entries automatically.

→ Splits

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Personal entity

Every workspace includes a Personal entity for connecting personal bank accounts and credit cards. Transactions in the Personal entity don't post to your business books - you review them and move any business expenses across manually.

→ Personal to Business