Kick
Self-Driving Bookkeeping for Modern Business Owners
What is Kick? Complete Overview
Kick is an automated bookkeeping platform designed for modern business owners who want to simplify their financial management. It provides real-time categorization of business transactions, automated receipt matching, and seamless integrations with popular financial tools like Stripe, PayPal, and Gusto. Kick solves the pain points of manual bookkeeping, complex tax filing, and financial disorganization by offering a streamlined, error-free solution. Its target audience includes entrepreneurs, freelancers, small businesses, and enterprises looking for an efficient way to manage their finances without the hassle.
Kick Interface & Screenshots
Kick Official screenshot of the tool interface
What Can Kick Do? Key Features
Auto Categorization
Kick automatically categorizes business transactions in real-time, reducing manual data entry and ensuring accuracy. This feature helps businesses maintain clean financial records effortlessly.
Receipt Matching
Automatically matches receipts sent via text or email with corresponding transactions, eliminating the need for manual filing and ensuring all expenses are accounted for.
Custom Rules
Allows users to set up custom rules for categorizing transactions, ensuring consistency and reducing the need for manual adjustments.
Profit & Loss Reports
Generates on-demand Profit & Loss reports (Modified cash basis), providing businesses with clear insights into their financial performance.
Balance Sheet
Provides balance sheets upon request, helping businesses track assets, liabilities, and equity for better financial planning.
Payroll Reconciliation
Matches payroll activity with financial records, ensuring accurate tracking of employee payments and related expenses.
Bank Reconciliation
Automatically reconciles bank and credit card transactions with financial records, reducing discrepancies and errors.
Integrations
Seamlessly integrates with financial tools like Stripe, PayPal, Gusto, Plaid, and Ramp, ensuring all financial data is centralized.
Partner Services
Offers additional services like tax filing, advisory support, and monthly close assistance through certified partners.
Best Kick Use Cases & Applications
Small Business Owner
A small business owner uses Kick to automate bookkeeping, saving hours each month on manual data entry and reconciliation. Real-time financial reports help them make informed decisions.
Freelancer
A freelancer leverages Kick to track income and expenses effortlessly, ensuring all receipts are matched and categorized correctly for tax season.
E-commerce Store
An e-commerce store integrates Kick with Stripe and PayPal to automatically reconcile sales and expenses, providing clear insights into profitability.
Multi-Entity Business
A business with multiple entities uses Kick's unlimited entity support to manage finances across all operations, with custom charts of accounts for each.
How to Use Kick: Step-by-Step Guide
Sign up for Kick and select a pricing plan that fits your business needs.
Connect your bank accounts, credit cards, and financial tools (e.g., Stripe, PayPal) via Plaid or direct integrations.
Set up custom rules and categories to automate transaction categorization based on your business requirements.
Forward receipts via email or text for automatic matching with transactions.
Access real-time financial reports like Profit & Loss, Balance Sheet, and cash flow insights.
Use Partner Services for additional support like tax filing, advisory, or monthly close assistance.
Kick Pros and Cons: Honest Review
Pros
Considerations
Is Kick Worth It? FAQ & Reviews
Yes, Kick offers a Free plan with basic features and an annual business expense limit of $25k.
Kick integrates with Stripe, PayPal, Gusto, Plaid, Ramp, and Mercury, among others.
Yes, the Plus and Custom plans support unlimited entities.
Simply forward receipts via email or text, and Kick will automatically match them with transactions.
Yes, Partner Services include personal and business tax filing support.