Changelog

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.

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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.

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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.

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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.

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Categories Tab

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

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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.

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Starting the Kick Changelog!

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