Changelog

Kick now helps you record and categorize checks and deposits straight from the paperwork.

The details behind “CHECK 1042” or a lump-sum deposit might be at the back of a statement, in a pile of check stubs, or spread across a deposit book. Getting them into your books means finding, reading, and entering them one at a time.

With Kick’s MCP, you can now hand that paperwork to your AI assistant. Then, review the entries it prepares, then ask it to apply the changes in Kick.

With checks and deposits, you can:

• Use your AI assistant to extract payees and memos from check images, assign cleared transactions to the right GL accounts, and attach the supporting check or deposit images to those transactions in Kick.
• Record outstanding checks from a check register or collection of stubs, ready for reconciliation.
• Split batch deposits into individual payments using deposit slips or supporting documents.
• Record individual checks and deposits directly in Kick, using Transactions → New (Cmd/Ctrl+K) → Add check to add a check manually.
• Match checks and deposits to their corresponding bank transactions during reconciliation, and keep uncleared items outstanding.

Review checks and deposits in the Check and Deposit detail report, or ask your assistant which outstanding checks have gone stale-dated or need follow-up.

Checks and deposits are free for all Kick users.

To get started, connect Kick to your AI assistant through MCP, or follow our checks and deposits guide.

Today’s updates put you in control of your Chart of Accounts and report structure: a new editor for every workspace, and firm templates for accountants.

Chart of Accounts editor

Your Chart of Accounts is now fully customizable, down to every group, subtotal and account.

When the accounts behind your reports don’t match how you think about your numbers, you end up recreating every report in a spreadsheet. Until now, changing the accounts meant duplicates, broken comparisons with prior periods, and the same edit on every entity.

Now you can build the structure once, and your Profit & Loss and Balance Sheet follow.

With the new CoA editor, you can:

• Create groups and subgroups that roll up into the subtotals you want to report on
• Drag accounts and groups to nest or reorder them
• Merge duplicate accounts, and their transactions and history move with them
• Customize the structure for one entity, or update all of them with one edit

CoA templates for Accountants

CoA templates are now available for Accountants, see our new Accountant tiers.

Different clients need different charts of accounts. Keeping your firm’s standards in spreadsheets means importing, reorganizing, and matching accounts every time you apply them to another client.

Set your firm’s standard once with templates, and roll it out to new or existing clients.

Build your templates

• Start from the firm standard you keep in a spreadsheet, your best client’s CoA, another template, Kick’s default, or an import from your last ledger
• Create a template for each client segment you serve, grouped however your firm works

Manage your book of business

• Filter clients by segment, entity type or basis, and apply to all of them at once
• Preview each client’s chart before you merge the template
• Drag and drop to fine-tune any client’s chart after you apply
• Assign account roles so Kick’s automations keep working, however you structure the chart
• With Kick MCP, reorganize your CoA or turn your firm’s spreadsheet into a template for every entity or client

To get started: open Accounting → Chart of Accounts in your workspace, or Templates → Chart of Accounts in your firm view.

Learn more about CoA editor or Firm CoA templates.

Continuous Revenue Recognition is now available in Kick, giving you a live view of the revenue you’ve earned.

Knowing how much revenue you’ve earned shouldn’t take a spreadsheet.

Manual schedules need updating with every new invoice or contract change. With Kick, revenue recognition is continuous: your policies apply automatically, your reports stay current, and you review what needs your attention.

Here’s what you get:

Continuous Revenue Recognition

Customized recognition policies

• Recognize revenue straight-line, daily pro rata, at a point in time, or by milestone
• Combine methods in one policy, like a setup fee with a straight-line subscription
• Apply different policies to individual line items on the same invoice

Automated recognition

• Automatically apply policies to new invoices and payments using rules you define
• Match payments to invoices to prevent duplicate recognition of the same revenue
• Close tasks flag recognition schedules that need your approval

Live insights & reporting

• View waterfall and rollforward reports that update as recognition entries post
• Drill into revenue by customer and policy to see source invoices or payments
• Track each contract’s recognition history and schedule changes

AI & MCP

With Kick MCP, you can build your own tailored revenue recognition workflows that combine your contract terms, data from other tools, and instructions in Claude or ChatGPT:

• Read this contract and draft a schedule combining straight-line, milestone, and point-in-time recognition
• Check my project management tool and mark milestones complete for this schedule
• Scan client emails and Slack conversations for contract changes missing from the CRM, and suggest schedule updates for my review in Kick
• Use our ARR/MRR skill with Kick to share a live link with your investors in Google Sheets

If you run or keep the books for a business in software, professional services, construction, or media, set up your policies in Kick for a live view of earned revenue.

To get started, start your free trial of the Advanced Plan, open the Revenue recognition tab and apply your policies.

Sending your invoice should be the easiest part of making money, so today Kick is launching free invoicing with zero added fees.

Other invoicing tools can take a percentage of your revenue, so the more you grow, the more you pay.

And to get started, your first invoice takes a lot of setup, customization is limited, and things break down once the accounting gets complex.

With Kick, invoicing is simple and customizable for business owners, built to manage your most complex accounting workflows, and entirely controllable from your AI assistant of choice.

Everyone on Kick today gets:

Simple enough for daily use

• Create and send an invoice in a few clicks
• Customize everything on your own invoice, and save it as a template for the future
• Handle invoice emails and follow-ups directly from Kick

Advanced enough for accountants

Kick is built to handle the complexity accountants actually face, from line-level coding to automated AR reconciliation.

Line items

• Code each line to its own account, customizing both the income and receivable side
• Assign classes at the line item level to handle detailed location and project tracking
• Edit line items across invoices in bulk, the same way you work through transactions

Reporting

• Generate AR Summary and Detail reports that can be filtered by class and aging period
• Control how every line books to the ledger, including sales tax, discounts, and deposits
• Invoice status changes automatically generate journal entries, including complex scenarios like partial uncollectibles

Automated AR reconciliation

• Integrated payments match with open invoices automatically
• Matches are surfaced for your approval when payments are made outside of Kick
• Confirm matches in bulk to reconcile AR in one-click

Prompt to invoice

With Kick MCP, you can create, review, and send invoices from Claude or ChatGPT, wherever you are including your phone:

• “Invoice Acme $4,200 for the March retainer, net 30”
• “Which invoices are overdue?”
• “Send a reminder to everyone past 30 days”

Or you can setup your Agent to proactively monitor your inbox for contracts, flag opportunities for follow ups, and create tasks for you to action in Kick.

To get started

Switching to Kick Invoicing is a no-brainer if you’re currently relying on another accounting software to do your invoicing. But if you’re using a dedicated invoicing tool you can sync your invoices into Kick to automate your reconciliation and reporting.

Kick Invoicing is available today, on all plans. Payments available on the Basic plan or above. Head to the Invoicing tab to send your first invoice.

Automated multi-entity consolidation is now available in Kick.

Intercompany eliminations are often the most painful part of prepping a multi-entity close.

Entrepreneurs know more entities can mean tax savings and asset protection. Yet as those structures grow, it gets harder to see how the businesses connect, move money, and perform overall.

With Kick, you can visually map out the relationships between your businesses, and Kick handles the rest: Eliminating entries, related entity due to / due from, and the consolidated reports, all while surfacing exceptions for your review.

Starting today on our new Advanced plan you get:

Consolidated reporting

• Roll up multiple entities into a consolidated P&L and balance sheet
• See eliminations in a dedicated column and review the consolidated total
• Drill into the Elimination Ledger for a complete trail of eliminated activity

Automated intercompany eliminations

Kick’s Chart of Accounts is multi-entity out of the box, so you don’t need to manually map different account structures across entities. You can:

• Track intercompany activity across each entity in the Intercompany tab
• Automatically match and eliminate intercompany activity
• Surface imbalanced due to/from so you can correct it at the source
• Create eliminating entries when judgment is needed

Ownership canvas

Head to the Ownership tab to visually map relationships between entities and automate your consolidations.

To get started, start your free trial of the Advanced Plan, open the Ownership tab and click Consolidate.

Kick now integrates with Google Sheets™, at no additional cost.

Build branded, multi-entity reports with your live data and fully customize your reports with your AI tool of choice (Claude, ChatGPT, Gemini).

Most business owners and accountants still get financials into a spreadsheet by paying another expensive subscription, or by exporting, pasting, and reformatting every month.

Key features:

• Live refresh: Pull financial data across one or multiple entities
• Advanced filters: by date, period, class, counterparties, and basis
• Drill-down: Click any cell to see underlying transactions
• Auto-refresh: Schedule automatic updates or do a 1-click manual refresh
• Secure: OAuth 2.0 authentication using existing Kick permissions

Once your data is in Sheets, customize it with AI or use your own templates:

• Use your own branding, formulas, and layouts
• Combine reports into dashboards, forecasts, and analyses
• Query Kick directly from your AI tool with Kick MCP

Custom report examples:

• 3-Statement Rolling Monthly Forecast
• Budget vs Actuals Variance Analysis
• Custom Industry-Specific KPI Dashboards
• Multi-Entity Period Over Period Profit & Loss
• AP/AR Consolidation Dashboard
• Vendor Management Dashboard
• Consolidated Project Profitability Profit & Loss

How to start: Install from the Google Marketplace and review our Help Center.

For a quick start, use our /advisory Agents.

Getting started with AI is harder than it needs to be.

So today we’re releasing a completely free, open-source collection of agents to help firm owners learn AI by doing.

We’re calling it: Agent Builder Club (ABC) 👷🏼

What’s included:

1. Set up - A 5-minute guide to get your own agent up and running, with sample data from “The Office.”
2. Customize - Personalize your agent for your clients. We’re bundling /close, which turns client financials into closed books, and /advisory, which generates custom client reports under your firm’s brand.
3. Community - We’re opening the ABC with these community-contributed agents to inspire you:
   • Profit First assessment (Mike Michalowicz)
   • Personal-to-business deduction scan (Ramon Liriano)
   • Vendor price variance monitor (Oscar Setiawan)
   • Client meeting brief (Josh Schneider)
   • COA cleanup and reclass (Glenn Hopper)

Each agent is open source, verified for quality, security, and only requires a Claude or ChatGPT account to run.

The club is a living resource: new agents ship every week, and if you submit your own, we’ll verify it and promote it to the community.

You can also connect your agents to live financial data through the official Kick connector, now listed in the ChatGPT and Anthropic directories.

Agent Builder Club is available today for free. Get access here.

Kick’s reporting now supports up to five tiers of nested Classes and Subclasses, so you or your clients can clearly see how every part of the business is performing.

Classes let you track income and expenses across departments, locations, projects, funds, or any other way you want to break down the business.

But other systems flatten your reports into a single tier, even when your Classes are nested several levels deep. Every Subclass lands in its own column with no way to roll it up, so the report is hard to read and harder to hand to a client.

With Kick, your Class structure carries all the way through to the report, with no exporting, rebuilding, or spreadsheet work required.

Nested Classes and Subclasses

• Nest up to five tiers of Classes and Subclasses
• Assign multiple Classes or Subclasses to the same transaction to analyze cross-sections of your reports

Reports built to share

• New reports keep your nested headers intact, so they’re ready to share with clients or third parties
• Apply Class filters while viewing columns by Class to build highly custom reports

One-click migration

• Already using Classes in another system? Migrate them to Kick in one click

Class reporting is available on the Plus plan. Head to the Accounting tab to check it out.

Kick’s General Ledger is now multi-entity, giving you a real-time view of all your businesses.

Answering a simple question like “how much did I spend on meals last quarter?” shouldn’t be hard when you or your clients run more than one business.

In other accounting software, it means exporting each General Ledger and combining them in a spreadsheet, or paying for enterprise software.

With Kick, filter right from the Accounting tab to handle multi-entity workflows like:

• Catch one-sided intercompany entries
• Surface vendors coded differently from one entity to the next
• Split shared costs between entities
• Close every entity from one place

And unlock insights like:

• View total revenue and expenses for all your entities
• Check your combined cash position
• Trace vendor spend across businesses
• Compare profitability by entity side by side

Multi-entity General Ledger is available on the Plus plan. Head to the Accounting tab to check it out.

Kick now matches invoices and bills to transactions automatically, so you never have to match a payment by hand again.

In other systems, matching payments to open invoices and bills is a manual process prone to errors. Tracking down a partial payment, or a transaction split across multiple invoices, means opening records one by one to find the right match.

To solve this, Kick automatically proposes matches between your transactions and open invoices and bills, so all you have to do is confirm.

1-click reconciliation

• Matched invoices and bills are previewed inline, so you can confirm without opening a separate screen
• Confirm all matches at once by clicking Confirm all, or by pressing ⌘ + ⏎ on your keyboard

Complex matches

• Kick automatically identifies partial payments and transactions that apply to multiple invoices or bills
• Complex matches are always surfaced for review, so you stay in control

Classes and custom accounts

• Matched transactions inherit the Class and custom Accounts Receivable or Payable account from the original invoice or bill
• Payables and receivables reporting stays accurate by project, department, or any custom segment

Automated Invoice and Bill Reconciliation is available on the Plus plan.

To get started, enable the Accrual ledger for a business, then head to the Tasks tab.

Line Item Control

Managing bills and invoices at scale often means paying for software most small businesses can’t justify.

Kick gives you enterprise-level control over bills and invoice line items, on the Plus plan.

Line item coding

• Split a single invoice or bill across multiple Classes, accounts, or projects by coding each line separately
• Custom receivables and payables accounts show you exactly where money is owed and by whom

Sync, import, edit

• Bills and invoices from integrations sync automatically, coded to the accounts already assigned in each system
• Import bills and invoices from any system using the Universal Importer or Kick MCP
• Filter, select, and edit line items across multiple bills and invoices at once, the same way you’d work through a batch of transactions

Head to the Bill Pay and Invoicing tabs on the Plus plan to get started.

Today we’re sharing Kick MCP, a comprehensive set of accounting tools to scale your judgement.

Most software doesn’t talk to Claude, ChatGPT, Cursor or your AI tool of choice. While some claim to offer MCP, when you test them, you find they’re limited or expose only a fraction of your data.

To solve this, Kick has been building with two product roadmaps: one for humans and another for agents.

The result is a new way of working where the agent creates the first draft, and you review and approve with confidence.

From doer to reviewer

Kick MCP gives you access to tools across both:

• Read: Access all your data across multiple businesses and clients
• Write: Create, edit, and manage everything from journal entries to client setup

A few examples of what you can prompt:

• Run a 13-week cash flow analysis for a purchase or sale decision
• Surface all category changes made by your team across clients over the last month
• Record an asset purchase, calculate depreciation, and book monthly entries
• Apply a custom Chart of Accounts for one client across all your clients
• And more in our use case library

Connect Kick with other tools like property or inventory management to combine your financial data with industry-specific context.

MCP is available on all paid plans. Kick respects existing permissions and security to ensure your team only has access to assigned entities or clients.

Getting started

Setup takes less than 5 minutes:

1. Open your AI tool of choice (Claude, ChatGPT, etc)
2. Install the Kick MCP
3. Start prompting

Today we’re sharing some updates made to reporting that make it both blazing fast, and completely customizable.

Getting a custom view of your reports can often feel slow and unintuitive in other accounting systems.

To solve this, we’ve engineered Kick reporting to feel nearly instant, even when you’re slicing, comparing, and changing views.

Customizable columns

Run your reports with columns broken out by:

• Class or Subclass, to see performance across locations, projects, departments, or any custom segment side-by-side
• Entity, if you’re managing multiple businesses and want a consolidated view in one report

Expenses by Vendor

A new report that shows your spending broken out by vendor across any period. Spot expense trends, flag anomalies for your clients, or use it to eliminate unnecessary spending for your own business.

Custom periods

View any report by month, quarter, year or across all time. Pick the period that matches how you actually run your business.

Compare to previous periods

Toggle on “Compare to” for all your reports to pull in a previous period alongside your current one. See the dollar and percentage change between periods at a glance.

To start customizing, head to the Accounting tab.

Multi-Entity Chart of Accounts

You can now create and manage your Chart of Accounts across entities in one place.

If you or your clients are running multiple businesses, keeping your Chart of Accounts consistent everywhere is harder than it should be.

With multi-entity Chart of Accounts, that’s no longer the case:

• Create and manage accounts for multiple entities at once
• See which accounts are shared across entities or specific to one, at a glance
• Keep your By Entity Profit & Loss and Balance Sheet reports clean and consistent

To get started, head to the Accounting tab and open your Chart of Accounts.

We’ve updated our journal entry feature into a more powerful editor experience.

Recurring journal entries

Recurring journal entries help automate common accrual workflows like:

• Depreciation and amortization
• Deferred revenue
• Prepaid expenses
• Payroll adjustments
• …or any other recurring entry you never want to recreate again

You can also start a recurring journal entry in prior periods, which is especially valuable for catch-up bookkeeping.

Set the recurrence schedule once and Kick will generate each entry automatically.

Automated reversals

This feature is most useful for temporary accruals and month-end adjustments. Select a reversal date when creating the entry and Kick will generate the reversal for you.

Spreadsheet UI

We’ve updated the journal entry editor so it feels like a spreadsheet you’re familiar with. You can:

• Perform in-cell calculations
• Drag to fill Amounts, Descriptions, or Classes
• Undo, copy and paste, and navigate with keyboard shortcuts
• Calculate balancing entries for complex journal entries

This lets you handle all calculations in one place, without needing an offline spreadsheet.

To get started, head to the Accounting tab and click Create journal entry.

Today we’re sharing Custom Classes to give you a completely flexible way to organize your books.

For more complex businesses, including those with multiple locations, departments, business units, or custom systems, Classes make it simple to see how every part of your business is performing.

With Classes, you can:

• Create Subclasses to add hierarchy and detail
• Create Class Rules to automatically tag transactions
• Filter by Class on Cash Flow and Accounting
• Assign multiple classes to the same transaction or journal entry for advanced reporting

If you’re using Gusto or Ramp, departments you’ve already created automatically sync as Classes in Kick, keeping your systems in sync without extra setup.

Unlimited Classes are available on the Plus Plan. To get started, head to the Classes tab and click Add class.

When you have a complex business or are managing multiple entities or clients, it’s important to be in control over your specific workflows.

To solve this, today we’re sharing Views, where you can:

• Customize any Transactions tab with your preferred columns, entities and filters
• Save and toggle between an unlimited number of Views for different workflows (month-end close, tax prep, personal to business)
• Open multiple browser windows with different entities/clients

We’ve also started to expose keyboard shortcuts on the Transactions tab to help you rip through changes even faster.

Try a few of our favorites below:

• Enter → select a single transaction
• ↑ / ↓ → move through transactions
• Shift + ↑ / ↓ → select in bulk
  • c → change Category
  • v → change Vendor or Customer
  • g → change General Ledger
  • e → change Entity
  • n → add Note
  • l → change Class
• → / ← → open or close Transaction Details

Views are available on all plans, including Free. Head to Transactions and click the Views icon to start customizing.

Today we’re sharing a new way to import transactions that’s making it easier for:

1. Accountants processing multiple years of catch up bookkeeping
2. Business owners using local banks or credit unions that don’t offer integrations
3. Users importing historical data from accounts that sync a limited range of data
4. Anyone importing data for closed accounts, where typically only PDF statements are available

In the past, you or your Accountant would have to manually convert PDFs or reformat CSVs, just to get your transactions into your accounting software.

With Kick’s new Importer you can upload and automatically transform these documents into transactions in minutes.

How it works:

1. Go to the Accounts tab → click Add account → Import transactions
2. Drag and drop to upload your CSVs or PDFs for any number of accounts or entities
3. Kick automatically extracts account information, balances, and transactions
4. Review and edit extracted data in a familiar spreadsheet-style view, then click Import

When you upload additional files, Kick will automatically detect which accounts they belong to, making it simple to stay up to date.

Importer is available on all paid plans. Excited to hear your feedback.

The Clients tab is a new way for Accountants to manage all their Kick clients in one place.

Think of it as your command center, where you can:

• Set up new clients in minutes
• Access consolidated billing and discounted pricing
• Tag the Bookkeeping, Tax, and Advisory services you offer by client
• Filter, group, and save Views for every workflow
• Zoom in and out of multi-entity clients with ease
• Run your own firm’s books on a free Plus plan

Best part: your simple clients with under $25k in annual business expenses are completely free.

Clients tab is only available for Accountants. Book a call and we’ll pay $100 for 30 minutes of your time to learn more.

Automated bank and credit card reconciliation is now available to help you close the books faster, with confidence.

The problem with reconciliation today

Reconciliation is often considered complete when the balance in your accounting software matches your bank statement.

In reality, 5–10% of reconciliations contain errors or mismatches caused by:

• Missing or duplicated transactions from imports or syncs
• Timing differences (deposits in transit, uncleared checks)
• Misclassified or manually adjusted entries
• Beginning balance plugs or prior-period corrections

When differences occur, you’re left spending hours matching hundreds or thousands of transactions one by one.

Introducing automated account reconciliation

To solve this, we’re now opening up access to automated account reconciliation in Kick.

How it works:

1. Upload your bank or credit card statements.
2. Kick extracts transactions and matches them with data synced from your bank integrations.
3. You confirm suggested opening balances, even for statements that end mid-month.
4. Kick flags duplicates, missing transactions, and date differences, which you can review and resolve by simply pressing Return on your keyboard.

Unlike other accounting software, you can also upload multiple statements at once, making it possible to reconcile entire years in minutes, instead of hours.

The result is faster, more accurate reconciliation and less manual work.

And with Kick, you stay in full control: every suggested change is drafted for your approval.

Now available on Plus. Head to the Accounting tab and click Reconciliation to see it in action.

We’ve built Rules to give you full control over your transactions and accounting reports in Kick.

In the past, Kick automatically created Rules behind the scenes through our Actions feature. Now, we’re putting that same system into your hands, giving you the ability to personalize Kick for your Business or Clients.

Just chose your Conditions and create Actions that:

• Change Categories
• Apply Classes
• Update Entities
• Assign Vendors
• Assign Customers
• Add Notes

In addition to Transactions Rules, we’re also rolling out Accounting Rules, which give you the ability to override Kick’s automated Category to Chart of Accounts mapping. This gives you full flexibility to customize accounting reports for any industry.

To get started, go to the Transactions or Accounting tab within Rules and click “Add rule”.

Once your Rules are set up, you can “kick” back knowing your books are on autopilot.

Custom Chart of Accounts

With Rules revealed, we’re also opening up the ability for you to create your own custom Chart of Accounts.

You can now map your Transactions to an unlimited number of custom GL accounts to tailor Kick to any industry, all on the Kick Plus Plan.

Rule Groups

Most accounting rule engines rely on a long, disorganized list of Rules that are difficult to manage at scale.

Kick breaks this trend with a new system called Rule Groups that allows you to create powerful sequences of Rules chained together.

Rule Groups allow you to organize your Rules by Tax Year, Entity, Member, Industry or any way you prefer.

Just drag-and-drop each Rule Group to set your priority, and watch your Rules run exactly as intended.

We’ve partnered with Gusto to fully automate your payroll reconciliation in Kick.

With our new direct integration, Kick now automatically syncs the below deductions in real time so you always have an accurate view of your payroll expenses.

• Gross wages
• Payroll taxes
• Benefits (Medical, vision, dental)
• Retirement contributions
• Contractor payments
• Reimbursements
• Donations

So more businesses can take advantage, as part of the launch the integration will be available on the Kick Basic Plan.

If you’re on the Plus Plan, Kick will also automatically break out your Departments into Classes to track your payroll expenses across your teams. Any benefits-related bank transactions can now be matched to Gusto to ensure accuracy of your prepaid and payable accounts.

Get started by going to the Accounts tab and connect your Gusto account to Kick. If you don’t have a Gusto account you can create one here.

Kick now automatically creates Vendors for you, so you can see where you’re spending and stay in control of your finances.

Add any new Vendor from the Transactions or Directory tab and Kick handles it for similar transactions going forward.

Multi-entity locks

Designed with your Accountant in mind, use Locks to prevent changes across one or multiple business entities for reviewed periods.

PayPal integration

Excited to announce Kick’s new partnership with PayPal. Along with improved reliability, our new direct integration automatically splits revenue and fees and syncs your loan, credit card, and product data – for immediate and accurate categorization.

For the first time, view all customers across your Stripe accounts and businesses – in one place. Use the chart to set filters and zero in on the right open invoice.

Once you get paid, we auto-reconcile for you – no manual work required. To get started, open the Invoicing tab and connect your Stripe accounts. What payment or invoicing partner we should add next? Let us know on X.

Categories Tab

You now have access to a dedicated Categories tab, where you can filter, sort, search and manage custom transaction categories.

Add Transactions

You’re now able to create one-off cash transactions which map to a cash account. Simply hit CMD + K or use the “Add” button at the top right of the screen in Kick.

Starting the Kick Changelog!

Follow along and share your thoughts as we automate all the boring stuff together.