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Changelog

Kick to Google Sheets

Conrad, Noy, Anton, Luís, & Bridget

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.

Conrad, Noy, Anton, Luís, & Bridget