Getting Started

Who is Kick for?

What’s included?

What’s next?

Onboarding and Setup

1. Account Setup

2. Personalization

3. Real-time P&L

4. Receipt matching

5. Deadlines

6. Billing

FAQs

How to use Kick

Reporting

Your Account

Personalization

1. Categorization

As a Kick user, your transactions get categorized automatically - welcome to bookkeeping on autopilot! If you change or modify a transaction’s category (on your Activity tab), we’ll learn from your changes. This helps our AI-powered software learn how to accurately categorize future transactions for you, further personalizing your bookkeeping experience. Give it a try! Change a transaction category in-line by clicking on the current category to bring up the full list. Or, click into the transaction line to bring up more details - here you can change the category, or even assign this transaction to a different entity.

2. Add Entities

You can add as many entities as you’d like to your Kick account. Go to your Accounts tab to add additional entities and manage which accounts are associated with each.

By adding all your entities, you can see your full financial picture, across your businesses, all in one place. This makes your bookkeeping and reports tailored to your unique situation.

3. Invite Members

You can share broad or limited access to bookkeeping for any of your entities. Add a member under your Settings (gear icon) by selecting the relevant entity and clicking on “Members.” Set permissions for each added member to securely grant the level of access you’d like. You can add unlimited members to your Kick account.

• Personalization
• 1. Categorization
• 2. Add Entities
• 3. Invite Members