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👋  Welcome to Kick!

Kick 101

Start Guide📍

Data & Integrations

Categorizing transactions

Personalization

Financial Reports & Insights

Managing your account

Taxes & Accounting

Support

Contact sales

Refer & Earn

Partner Program

Security and Privacy

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What Does Kick Do?


Bookkeeping

Unlimited entities Manage bookkeeping for multiple businesses or entities within a single Kick account, keeping financial records separate and organized.
Unlimited account connections Link multiple business and personal bank accounts to automatically import and track all transactions.
Unlimited members Invite team members, Accountants, or Bookkeepers to collaborate within your Kick account, with customizable permission levels to control access.
Auto-categorization Transactions are automatically assigned to categories based on industry standards and both predefined and customizable rules. You can review and adjust categorizations as needed to ensure accuracy.
Automated receipt matching Text pictures of receipts, forward email receipt or upload them and Kick will match them to transactions.
Custom categories Create a custom chart of accounts and sub-categories to organize transactions in a way that fits your business’s reporting needs.
Rules Set up automated rules to categorize recurring expenses and transactions consistently, reducing manual adjustments.
Data Importer Import transaction data into Kick using CSV, Excel, PDF, or image files to keep financial records complete and up to date.
Invoicing (Beta) Create, send, and manage invoices directly within Kick. Invoices will sync with transaction records for accurate tracking

Accounting

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Insights

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Services and Support

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Admin & Security

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→ Who is Kick For?

← Introduction