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Unlimited entities | Manage bookkeeping for multiple businesses or entities within a single Kick account, keeping financial records separate and organized. |
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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 businessâs 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 |
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