Changelog

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.