Kick to Google Sheets
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.