FAQs
Answers to the most common questions from Kick business owners.
How does Kick get my transactions?
Kick connects to your bank accounts and financial tools through Plaid (which covers 12,000+ institutions) and direct integrations with Ramp, Mercury, Gusto, Stripe, and PayPal. Once connected, transactions sync automatically - typically within a few hours of settling.
How accurate is the automatic categorization?
Kick categorizes approximately 97% of transactions correctly on the first pass. When it's not confident, it leaves the transaction uncategorized for you to review. The more corrections you make (or Rules you set), the more accurate Kick becomes for your specific business.
Can I manage more than one business in Kick?
Yes. You can add multiple entities to a single workspace and manage them all from one place. Multi-entity is included on all plans at no extra cost.
Can my accountant access my Kick workspace?
Yes. Invite them from Settings → Members, choose the appropriate role, select which entities they should access, and click Send invite.
For details on roles → Invite Your Team
What if I use a personal card for business expenses?
Connect your personal accounts to the Personal entity. Transactions there won't hit your books until you review and move them across. It's the best way to make sure no business expense gets missed.
How far back does Kick pull in transaction history?
Typically 6 to 24 months depending on your bank. For older data, use the Universal Importer to upload historical bank statements.
What's the difference between the Free and paid plans?
The Free plan covers up to 250 transactions per year and includes core features like auto-categorization and reporting. Paid plans unlock unlimited transactions, reconciliation, additional integrations, and multi-entity support.
Is my financial data secure?
Yes. Kick uses bank-level encryption and industry-standard security practices to protect your data.
→ Security
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