Kick

$ curl -s https://docs.kick.co/readme.md
> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/readme.md).

# Kick Docs for Business Owners

Kick is self-driving bookkeeping software. Here's everything you need to manage your business finances in one place.

Kick keeps your books up to date automatically, so you always know where your business stands, without spending time on bookkeeping.

### Frequently accessed

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-rocket-launch">:rocket-launch:</i></td><td><strong>Setup Guide</strong></td><td>Get your workspace connected and running in a few steps</td><td><a href="/best-practice-guides/setup-guide.md">Setup Guide</a></td></tr><tr><td><i class="fa-calendar-check">:calendar-check:</i></td><td><strong>Monthly Review Guide</strong></td><td>A quick routine to keep your books clean every month</td><td><a href="/best-practice-guides/monthly-review-guide.md">Monthly Review Guide</a></td></tr><tr><td><i class="fa-file-invoice-dollar">:file-invoice-dollar:</i></td><td><strong>Tax Prep Guide</strong></td><td>Get your books ready for your accountant before tax season</td><td><a href="/best-practice-guides/tax-prep-guide.md">Tax Prep Guide</a></td></tr><tr><td><i class="fa-plug">:plug:</i></td><td><strong>Integrations</strong></td><td>Connect your banks, payroll, payments, and other tools</td><td><a href="/integrations/integrations.md">Overview</a></td></tr><tr><td><i class="fa-chart-line">:chart-line:</i></td><td><strong>Insights</strong></td><td>See your cash flow and financial health at a glance</td><td><a href="/reports/insights.md">Insights</a></td></tr><tr><td><i class="fa-circle-question">:circle-question:</i></td><td><strong>FAQs</strong></td><td>Answers to the most common questions from business owners</td><td><a href="/troubleshooting/faqs.md">FAQs</a></td></tr><tr><td><i class="fa-gift">:gift:</i></td><td><strong>Refer &#x26; Earn</strong></td><td>Share Kick with other business owners and earn rewards</td><td><a href="/referrals-and-partnerships/refer-and-earn.md">Refer &amp; Earn</a></td></tr></tbody></table>

Interested in Kick but have questions before signing up? [Schedule a personalized demo](https://calendly.com/d/cv28-cyy-56c/kick-introduction-call) with our team.

---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.kick.co/readme.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.

$ curl -s https://docs.kick.co/llms.txt
# Kick Docs

## Business Owners

- [Kick Docs for Business Owners](https://docs.kick.co/readme.md): Kick is self-driving bookkeeping software. Here's everything you need to manage your business finances in one place.
- [Setup Guide](https://docs.kick.co/best-practice-guides/setup-guide.md): Get your Kick workspace fully set up and your books running in a few steps.
- [Monthly Review Guide](https://docs.kick.co/best-practice-guides/monthly-review-guide.md): A 15-minute monthly habit that keeps your books accurate and your financial picture clear all year.
- [Tax Prep Guide](https://docs.kick.co/best-practice-guides/tax-prep-guide.md): How to get your books to a state your accountant can actually work with - and what a clean handoff looks like.
- [Set Up Your Workspace](https://docs.kick.co/setting-up/set-up-your-workspace.md): Create your Kick account and get your business workspace ready.
- [Multi-Entity](https://docs.kick.co/setting-up/multi-entity.md): Manage multiple businesses from one Kick workspace.
- [Connect Your Accounts](https://docs.kick.co/setting-up/connect-your-accounts-and-integrations.md): Link your bank accounts, credit cards, and financial tools so Kick can pull in your transactions automatically.
- [Universal Importer](https://docs.kick.co/setting-up/universal-importer.md): Upload bank statements or CSVs to bring in transactions when a live bank connection isn't available.
- [Receipts](https://docs.kick.co/setting-up/receipts.md): How to attach receipts to transactions in Kick, and why it matters for taxes and audits.
- [Opening Balances](https://docs.kick.co/setting-up/opening-balances.md): Set starting balances for your accounts so your Balance Sheet and reports are accurate from day one.
- [Chart of Accounts](https://docs.kick.co/setting-up/chart-of-accounts.md): The list of accounts that organizes everything in your books - you or your accountant can manage it.
- [Invite Your Team](https://docs.kick.co/setting-up/invite-your-team.md): Add your accountant, bookkeeper, or business partners to your workspace.
- [Transactions](https://docs.kick.co/common-workflows/transactions.md): View and manage all the financial activity flowing through your connected accounts.
- [Reviewing Transactions](https://docs.kick.co/common-workflows/reviewing-transactions.md): Sign off on transactions field by field, see who reviewed what and when, and filter to what still needs eyes.
- [Categorization](https://docs.kick.co/common-workflows/categorization.md): Kick automatically categorizes your transactions and learns from your changes
- [Personal to Business](https://docs.kick.co/common-workflows/personal-to-business.md): Capture business expenses that were paid from a personal account.
- [Reconciliation](https://docs.kick.co/common-workflows/reconciliation.md): Confirm that your Kick transactions match your official bank statements, period by period.
- [Journal Entries](https://docs.kick.co/common-workflows/journal-entries.md): Understand what journal entries are, when they're created, and how to view them in your books.
- [Transfers](https://docs.kick.co/common-workflows/transfers.md): Make sure money moving between your accounts is recorded correctly and doesn't skew your reports.
- [Splits](https://docs.kick.co/common-workflows/splits.md): Break a single transaction into multiple line items when a charge covers more than one category or business.
- [Rules](https://docs.kick.co/common-workflows/rules.md): Automate how Kick handles recurring transactions so you spend less time on manual categorization.
- [Classes](https://docs.kick.co/common-workflows/classes.md): Track performance by location, department, project, or any other dimension that matters to your business.
- [Counterparties](https://docs.kick.co/common-workflows/counterparties.md): Vendors and customers in Kick - how they work and how to manage them.
- [Loans](https://docs.kick.co/common-workflows/loans.md): How to record loan payments correctly so your books stay accurate and your Balance Sheet reflects what you actually owe.
- [Payroll](https://docs.kick.co/common-workflows/payroll.md): How payroll transactions flow into Kick and what to do if you run payroll outside of Gusto.
- [Memos](https://docs.kick.co/common-workflows/memos.md): Add notes to transactions to explain what they were for - useful for your accountant, your records, and audit readiness.
- [Documents](https://docs.kick.co/common-workflows/documents.md): How to store, attach, and find business documents in Kick - contracts, statements, tax forms, and more.
- [Invoicing](https://docs.kick.co/common-workflows/invoicing.md): View invoices synced from Stripe, Mercury, and BILL, and create and send invoices directly from Kick.
- [Bill Pay](https://docs.kick.co/common-workflows/bill-pay.md): View and manage your bills in Kick, with real-time sync from Ramp or BILL.
- [Insights](https://docs.kick.co/reports/insights.md): A real-time view of how cash is moving through your business - what's coming in, what's going out, and what's left.
- [Profit & Loss](https://docs.kick.co/reports/profit-and-loss.md): See your income and expenses for any period - your most important view of business performance.
- [Balance Sheet](https://docs.kick.co/reports/balance-sheet.md): A snapshot of what your business owns, what it owes, and what's left over.
- [Cash Flow](https://docs.kick.co/reports/cash-flow.md): Understand where your cash is actually coming from and where it's going.
- [Expenses by Vendor](https://docs.kick.co/reports/expenses-by-vendor.md): See exactly who you're paying the most and how your vendor spending breaks down.
- [Tax Package](https://docs.kick.co/reports/tax-package.md): Download a complete year-end financial package to hand off to your tax preparer.
- [Tasks](https://docs.kick.co/working-with-your-team/tasks.md): How your team or accountant sends you questions and requests, and how to respond.
- [Activity](https://docs.kick.co/working-with-your-team/activity.md): A complete log of every change made in your workspace - who did what and when.
- [Locks](https://docs.kick.co/working-with-your-team/locks.md): What it means when your accountant locks a period, and what you can still do.
- [Overview](https://docs.kick.co/integrations/integrations.md): Connect your banks, payment tools, and financial apps to bring all your transactions into Kick automatically.
- [Google Sheets](https://docs.kick.co/integrations/google-sheets.md): Import your Kick financial reports directly into Google Sheets - no downloading, no copy-paste.
- [Use with AI](https://docs.kick.co/integrations/google-sheets/google-sheets-use-with-ai.md): Use Gemini, Claude, or ChatGPT on live Kick report data in Google Sheets. Summarize trends, build forecasts, and extend your own dashboards with AI.
- [Ramp](https://docs.kick.co/integrations/ramp.md): Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick.
- [Mercury](https://docs.kick.co/integrations/mercury.md): Connect Mercury to sync your transactions and bank statements directly into Kick.
- [Gusto](https://docs.kick.co/integrations/gusto.md): Connect Gusto to sync your payroll runs into Kick automatically, broken out by expense type.
- [Stripe & PayPal](https://docs.kick.co/integrations/payment-processors.md): Connect Stripe or PayPal to sync your payments, fees, and payouts into Kick automatically.
- [BILL](https://docs.kick.co/integrations/bill.com.md): Sync your BILL bills, invoices, vendors, and payments directly into Kick.
- [Manage Integrations](https://docs.kick.co/integrations/manage-integrations.md): Fix disconnected accounts, reassign accounts to entities, and manage your integration settings.
- [FAQs](https://docs.kick.co/troubleshooting/faqs.md): Answers to the most common questions from Kick business owners.
- [Contact Us](https://docs.kick.co/troubleshooting/contact-us.md): Reach the Kick team through in-app chat or email.
- [Glossary](https://docs.kick.co/reference/glossary.md): Plain-English definitions for terms you'll encounter in Kick.
- [Security](https://docs.kick.co/reference/security.md): How Kick protects your financial data and what you should know about privacy.
- [Roles & Permissions](https://docs.kick.co/reference/roles-and-permissions.md): Control what each person on your team can see and do in your workspace.
- [Plan Comparison](https://docs.kick.co/reference/plan-comparison.md): Start free, or choose the plan that fits where your business is today.
- [[redacted]board Shortcuts](https://docs.kick.co/reference/[redacted]board-shortcuts.md): [redacted]board shortcuts to help you move faster in Kick.
- [Refer & Earn](https://docs.kick.co/referrals-and-partnerships/refer-and-earn.md): Share Kick with other business owners and earn a reward for every paid signup through your link.
- [Partner Program](https://docs.kick.co/referrals-and-partnerships/partner-program.md): Find a trusted accountant or bookkeeper through Kick, or apply to become a Kick Partner yourself.
- [Get a Demo](https://docs.kick.co/referrals-and-partnerships/get-a-demo.md): See Kick in action with a personalized walkthrough built around your business.

## Accountants

- [Kick Docs for Accountants](https://docs.kick.co/accountants/readme.md)
- [Set Up Your Firm](https://docs.kick.co/accountants/start-here/set-up-your-firm.md)
- [Register for Kick](https://docs.kick.co/accountants/start-here/set-up-your-firm/register-for-kick.md): Turn your firm into an AI-enabled practice—set up your Kick account to get started
- [Invite your Team](https://docs.kick.co/accountants/start-here/set-up-your-firm/invite-your-team.md): Add accountants, bookkeepers, and staff to your firm so they can access client workspaces.
- [Free Firm Workspace](https://docs.kick.co/accountants/start-here/set-up-your-firm/free-firm-workspace.md): Your firm workspace is a Plus-tier environment where you can run your firm's own books, demo Kick to prospects, and test new workflows before rolling them out to clients
- [Add a Client Workspace](https://docs.kick.co/accountants/start-here/add-your-first-client.md): Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team.
- [Setup Guide](https://docs.kick.co/accountants/best-practice-guides/setup-guide.md): A step-by-step guide for setting up your firm and onboarding clients to Kick.
- [Close Guide](https://docs.kick.co/accountants/best-practice-guides/close-guide.md): A step-by-step guide for executing a period close in Kick.
- [Catch-Up Guide](https://docs.kick.co/accountants/best-practice-guides/catch-up-guide.md): A step-by-step guide for bringing a client's books up to date in Kick — whether they're months or years behind.
- [Chart of Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts.md): Every entity in Kick comes with a standard Chart of Accounts, designed to map to that entity type's tax form. You can add groups and custom accounts on top of Kick's set.
- [Kick Standard Accounts](https://docs.kick.co/accountants/setting-up/chart-of-accounts/kick-standard-accounts.md): Kick's Chart of Accounts uses Kick's accounts. You can rename and archive most of them. About 20 accounts have a role tied to automations, and you can reassign that role to another account.
- [Import Opening Balances](https://docs.kick.co/accountants/setting-up/chart-of-accounts/import-opening-balances.md): Import a Balance Sheet from your previous accounting system to set opening balances in Kick.
- [Remove an Opening Balance](https://docs.kick.co/accountants/setting-up/chart-of-accounts/remove-an-opening-balance.md): Remove an opening balance entry from an individual account in the Chart of Accounts.
- [Ledgers](https://docs.kick.co/accountants/setting-up/ledgers.md): An overview of how the Cash and Accrual ledgers work in Kick.
- [Organization vs Workspace](https://docs.kick.co/accountants/setting-up/organization-vs-workspace.md): Your organization is where you manage your team and client roster. A workspace is where you manage one client's books — including multiple entities under a single roof.
- [Migration](https://docs.kick.co/accountants/setting-up/migration.md): Bring your clients' historical financial data into Kick from QuickBooks Online, or any other accounting software.
- [QuickBooks Online → Kick Migration Checklist](https://docs.kick.co/accountants/setting-up/migration/quickbooks-migration-checklist.md): A phase-by-phase checklist for migrating a client from QuickBooks Online to Kick.
- [Multi-Entity](https://docs.kick.co/accountants/setting-up/multi-entity.md)
- [Adding & Removing Entities](https://docs.kick.co/accountants/setting-up/multi-entity/adding-and-removing-entities.md): Add or remove entities as your client's business structure changes.
- [Integrations](https://docs.kick.co/accountants/setting-up/integrations.md)
- [Connect Accounts](https://docs.kick.co/accountants/setting-up/integrations/connect-accounts.md): Bring your client's financial accounts into Kick via Plaid, direct integrations, or file import.
- [Google Sheets](https://docs.kick.co/accountants/setting-up/integrations/google-sheets.md): Pull your clients' Kick reports straight into Google Sheets to build branded, always-current report packages.
- [Use with AI](https://docs.kick.co/accountants/setting-up/integrations/google-sheets/google-sheets-use-with-ai.md): Use Gemini, Claude, or ChatGPT on live Kick report data in Google Sheets: build forecasts, run month-end review, and extend client deliverables with AI.
- [Payment Processors](https://docs.kick.co/accountants/setting-up/integrations/payment-processors.md): Connect Stripe and PayPal to sync transaction-level detail into Kick, including customer information, product data, and automatic revenue and fee splits.
- [Ramp](https://docs.kick.co/accountants/setting-up/integrations/ramp.md): Sync your Ramp credit card transactions, reimbursements, and bills directly into Kick.
- [Mercury](https://docs.kick.co/accountants/setting-up/integrations/mercury.md): Connect Mercury to sync transactions, bank statements, and treasury activity directly.
- [Gusto](https://docs.kick.co/accountants/setting-up/integrations/gusto.md): Connect Gusto to automatically sync payroll runs, domestic contractor payments, and reimbursements into Kick.
- [BILL](https://docs.kick.co/accountants/setting-up/integrations/bill.md): Sync your BILL bills, invoices, vendors, customers, and payment directly into Kick.
- [Manage Integrations](https://docs.kick.co/accountants/setting-up/integrations/manage-integrations.md): Update connected account settings, fix disconnections, merge accounts, and pause or remove connections from the Accounts tab.
- [Universal Importer](https://docs.kick.co/accountants/setting-up/universal-importer.md): Upload bank statements and CSVs to bring in transaction data for institutions not supported by Plaid, or to backfill history beyond Plaid's lookback window.
- [Multi-Account Statements](https://docs.kick.co/accountants/setting-up/universal-importer/multi-account-statements.md): Handle bank statements that combine multiple accounts into a single PDF.
- [Invite your Clients](https://docs.kick.co/accountants/setting-up/invite-your-clients.md): Give your clients access to their workspace for a smooth collaboration
- [Categorization](https://docs.kick.co/accountants/bookkeeping-workflows/categorization.md): Kick uses two layers to categorize transactions automatically — an AI layer that handles the first pass, and a rules layer that gives you full control.
- [Custom Categories](https://docs.kick.co/accountants/bookkeeping-workflows/categorization/custom-categories.md): Create custom categories to tailor Kick's categorization to your client's specific reporting needs.
- [Categories vs General Ledger](https://docs.kick.co/accountants/bookkeeping-workflows/categorization/categories-vs-general-ledger.md): Kick uses two parallel systems to label transactions — categories for business owners, and general ledger accounts for accountants.
- [Transactions](https://docs.kick.co/accountants/bookkeeping-workflows/transactions.md): View, categorize, and manage all synced transactions across your client's entities from a single tab.
- [Deleting Transactions](https://docs.kick.co/accountants/bookkeeping-workflows/transactions/deleting-transactions.md): Manage transactions that should not be included in business financials.
- [Personal to Business](https://docs.kick.co/accountants/bookkeeping-workflows/personal-to-business.md): Have your clients connect their personal accounts to Kick to capture all deductions.
- [Transfers](https://docs.kick.co/accountants/bookkeeping-workflows/transfers.md): Match transfers between accounts so money movement is recorded accurately and doesn't inflate your client's income or expenses.
- [Rules](https://docs.kick.co/accountants/bookkeeping-workflows/rules.md): Automate your bookkeeping by creating Rules.
- [Splits](https://docs.kick.co/accountants/bookkeeping-workflows/splits.md): Split transactions across categories, classes, entities, and more.
- [Classes](https://docs.kick.co/accountants/bookkeeping-workflows/classes.md): Classes let you organize transactions beyond standard categorization by grouping them under any custom system that fits your business.
- [Counterparties](https://docs.kick.co/accountants/bookkeeping-workflows/counterparties.md): Manage your customers and vendors across entities in a consolidated view.
- [Documents](https://docs.kick.co/accountants/bookkeeping-workflows/documents.md): The Documents tab is a centralized hub for all files associated with a workspace — receipts, bank statements, tax forms, and anything else.
- [Invoicing](https://docs.kick.co/accountants/bookkeeping-workflows/invoicing.md): Track outstanding and paid invoices across your client's entities, and manage accounts receivable reconciliation on the Accrual ledger.
- [Bill Pay](https://docs.kick.co/accountants/bookkeeping-workflows/bill-pay.md): Track outstanding and paid bills across your client's entities, and manage accounts payable reconciliation on the Accrual ledger.
- [Ramp Chart of Accounts Setup](https://docs.kick.co/accountants/bookkeeping-workflows/bill-pay/ramp-chart-of-accounts-setup.md): Import your Kick Chart of Accounts to Ramp in three steps.
- [Reconciliation](https://docs.kick.co/accountants/close-workflows/reconciliation.md): Compare your client's transaction data in Kick against bank and credit card statements to surface discrepancies before closing the books.
- [Multi-Account Statements](https://docs.kick.co/accountants/close-workflows/reconciliation/multi-account-statements.md): Handle bank statements that combine multiple accounts into a single PDF.
- [Journal Entries](https://docs.kick.co/accountants/close-workflows/journal-entries.md): Adjust your clients' books at month or period end using the journal entry editor feature.
- [Create Recurring Entries](https://docs.kick.co/accountants/close-workflows/journal-entries/create-recurring-entries.md): Recurring journal entries automate entries you'd otherwise recreate manually each period.
- [Create Reversal Entries](https://docs.kick.co/accountants/close-workflows/journal-entries/create-reversal-entries.md): Automate journal entry reversals to keep financials clean and up to date.
- [Payroll](https://docs.kick.co/accountants/close-workflows/payroll.md): Automate payroll reconciliation by using Gusto, or reconcile manually using journal entries.
- [Loans](https://docs.kick.co/accountants/close-workflows/loans.md): Accurately record liability balances on your Balance Sheet.
- [Tasks](https://docs.kick.co/accountants/close-workflows/tasks.md): Tasks is Kick's collaboration tool for managing your workspace.
- [Accrual Tasks](https://docs.kick.co/accountants/close-workflows/tasks/accrual-tasks.md): Automate your Accrual ledger review using tasks
- [Locks](https://docs.kick.co/accountants/close-workflows/locks.md): Locks prevent changes to transactions and journal entries prior to a selected date, protecting your completed work from being modified by other workspace members.
- [Activity](https://docs.kick.co/accountants/close-workflows/activity.md): Full visibility and control over every change.
- [Insights](https://docs.kick.co/accountants/reports/insights.md): Insights is your client's view of their cash activity — broken down by the categories they see on the Transactions tab, with a chart and ability to drill down into the details.
- [Profit & Loss](https://docs.kick.co/accountants/reports/profit-and-loss.md): Analyze income and expenses with period comparisons, class filtering, and drill-down to the GL.
- [Balance Sheet](https://docs.kick.co/accountants/reports/balance-sheet.md): View your client's assets, liabilities, and equity as of a specific date.
- [Trial Balance](https://docs.kick.co/accountants/reports/trial-balance.md): Review debit and credit totals by account for a given period to verify the books are in balance.
- [Cash Flow](https://docs.kick.co/accountants/reports/cash-flow.md)
- [General Ledger](https://docs.kick.co/accountants/reports/general-ledger.md): View every transaction and journal entry posted to your client's Chart of Accounts.
- [Expenses by Vendor](https://docs.kick.co/accountants/reports/expenses-by-vendor.md)
- [Tax Package](https://docs.kick.co/accountants/reports/tax-package.md): Generate a complete year-end financial package for tax preparation in a single download
- [Tasks](https://docs.kick.co/accountants/collaboration/tasks.md): Tasks is Kick's collaboration tool for managing your workspace.
- [Activity](https://docs.kick.co/accountants/collaboration/activity.md): Full visibility and control over every change.
- [Views](https://docs.kick.co/accountants/collaboration/views.md): Views let you customize how data is displayed across Kick. The same column, filter, and layout controls are available on multiple tabs throughout the platform.
- [Memos](https://docs.kick.co/accountants/collaboration/memos.md): Add context across your Kick workspace with your own notes.
- [Invite your Clients](https://docs.kick.co/accountants/collaboration/invite-your-clients.md): Give your clients access to their workspace for a smooth collaboration
- [Roles & Permissions](https://docs.kick.co/accountants/managing-clients/roles-and-permissions.md): Control who can access your firm's clients and what they can do inside each workspace.
- [Add a Client Workspace](https://docs.kick.co/accountants/managing-clients/add-your-first-client.md): Each client in Kick gets their own workspace where you manage their books, connect accounts, and collaborate with their team.
- [Add Existing Kick Users as Clients](https://docs.kick.co/accountants/managing-clients/add-your-first-client/add-existing-kick-users-as-clients.md): If your client already has a Kick workspace, they can invite your firm directly — no need to create a new workspace from your Clients tab.
- [Remove or Delete Clients](https://docs.kick.co/accountants/managing-clients/add-your-first-client/quickstart.md): Remove clients from your firm workspace, or delete them permanently.
- [Subscription & Billing](https://docs.kick.co/accountants/managing-clients/subscription-and-billing.md): Manage your firm's subscription, monitor client plans, and track your monthly invoices from the Billing page in Kick.
- [Change a Client's Plan](https://docs.kick.co/accountants/managing-clients/subscription-and-billing/change-a-clients-plan.md): Upgrade or downgrade client plans at any time.
- [Transfer Client Billing](https://docs.kick.co/accountants/managing-clients/subscription-and-billing/transfer-client-billing.md): Change billing ownership from client to firm, or vice versa.
- [Entity Management](https://docs.kick.co/accountants/managing-clients/entity-management.md)
- [Adding & Removing Entities](https://docs.kick.co/accountants/managing-clients/entity-management/adding-and-removing-entities.md): Add or remove entities as your client's business structure changes.
- [Editing Entity Start and End Dates](https://docs.kick.co/accountants/managing-clients/entity-management/editing-entity-start-and-end-dates.md): The entity start and end dates control the range of transaction data that syncs in Kick.
- [Contact Us](https://docs.kick.co/accountants/troubleshooting/contact-us.md): Reach the Kick team through in-app chat, email, or your dedicated Slack channel.
- [FAQs](https://docs.kick.co/accountants/troubleshooting/faqs.md)
- [Glossary](https://docs.kick.co/accountants/reference/glossary.md)
- [Security](https://docs.kick.co/accountants/reference/security.md)
- [Firm Settings](https://docs.kick.co/accountants/reference/firm-settings.md): Update client-facing firm name, logo, and more.
- [[redacted]board shortcuts](https://docs.kick.co/accountants/reference/[redacted]board-shortcuts.md): Kick has [redacted]board shortcuts to help you navigate the product and get through your work faster.
- [Plan comparison guide](https://docs.kick.co/accountants/reference/plan-comparison-guide.md): Start Free, or take advantage of discounted multi-entity or bulk pricing on Plus or by joining the Kick Accountant AI Program.

## AI & MCP

- [Getting Started](https://docs.kick.co/ai/readme.md): Connect AI assistants (MCP) or command-line tools (CLI) to Kick to automate reviews, run checks, and streamline your workflows.
- [Permissions and Security](https://docs.kick.co/ai/permissions-and-security.md): Understand Kick personal access [redacted]s, MCP OAuth scopes, workspace boundaries, audit attribution, confirmation previews, and prompt safety.
- [Quickstart](https://docs.kick.co/ai/mcp/mcp-quickstart.md): Your AI can read and update your Kick data through conversation, and connect to all your other tools in the same place.
- [Connectors](https://docs.kick.co/ai/mcp/connectors.md): Use your preferred AI tool to query transactions, analyze financials, and automate workflows; Kick works with any MCP-compatible assistant.
- [Connect Claude](https://docs.kick.co/ai/mcp/connectors/connect-claude.md): Add Kick from Claude's connector directory to give Claude deep context on your clients' financials. Query transactions, generate reports, create automation rules, and execute bookkeeping changes, whil
- [Connect ChatGPT](https://docs.kick.co/ai/mcp/connectors/connect-chatgpt.md): Ask ChatGPT to analyze your clients' books and take action. Pull reports, categorize transactions, and automate rules without leaving the conversation
- [Connect Gemini](https://docs.kick.co/ai/mcp/connectors/connect-gemini.md): Connect Gemini to Kick and combine visual and conversational AI. Upload receipts, query transactions, analyze trends, and update bookkeeping, all in one multimodal conversation.
- [Connect Perplexity](https://docs.kick.co/ai/mcp/connectors/connect-perplexity.md): Ask Perplexity questions about client data and give it commands. Query transactions, generate reports, create automation rules, all with cited, verified responses
- [Connect Microsoft Copilot](https://docs.kick.co/ai/mcp/connectors/connect-microsoft-copilot.md): Build custom AI agents that can read your clients' Kick data, generate reports, and execute approved bookkeeping changes, all through natural conversation in your organization's Copilot
- [Connect Cursor](https://docs.kick.co/ai/mcp/connectors/connect-cursor.md): Give Cursor full control of your clients' books. Read transactions, generate reports, create rules, and execute bookkeeping changes without leaving your editor
- [Connect custom AI tools](https://docs.kick.co/ai/mcp/connectors/connect-custom-ai-tools.md): Your AI tool supports MCP but we don't have a guide for it yet? Use these connection details to give it full access to read and update your Kick data
- [Use Case Library](https://docs.kick.co/ai/mcp/mcp-use-case-library.md): Explore examples of MCP workflows you can run with Kick
- [MCP Example Workflows](https://docs.kick.co/ai/mcp/mcp-use-case-library/mcp-example-workflows.md): Sample AI assistant prompts for daily operations, period close, investigation, cleanup, deliverables, onboarding, and reusable MCP routines.
- [Kick Tool List](https://docs.kick.co/ai/mcp/available-tools.md): User-facing summary of what you can ask the Kick AI agent to do through MCP, grouped by capability.
- [Quickstart](https://docs.kick.co/ai/cli/cli-quickstart.md): Run accounting lookups and reports from your terminal. Authenticate, pick a workspace, and pull transactions or financial statements with the Kick CLI.
- [Use Case Library](https://docs.kick.co/ai/cli/cli-use-case-library.md): Copy verified Kick CLI scripts for reporting, transaction review, data export, and integrations. Every command matches the current CLI surface.
- [Monthly Reporting](https://docs.kick.co/ai/cli/cli-use-case-library/monthly-reporting.md): Export profit and loss JSON for every entity, compare periods, and archive reports for client delivery using verified Kick CLI commands.
- [Transaction Management](https://docs.kick.co/ai/cli/cli-use-case-library/transaction-management.md): Export transactions for review, spot duplicates, and inspect a transaction before applying a confirmed update with the Kick CLI.
- [Reconciliation and Cleanup](https://docs.kick.co/ai/cli/cli-use-case-library/reconciliation-and-cleanup.md): Alert on uncategorized transactions, find rows missing memos, and review recent transaction activity with verified Kick CLI commands.
- [Data Analysis](https://docs.kick.co/ai/cli/cli-use-case-library/data-analysis.md): Summarize expenses by category and export cash flow statement data with Kick CLI read commands and jq.
- [Integration Scripts](https://docs.kick.co/ai/cli/cli-use-case-library/integration-scripts.md): Pipe Kick CLI JSON into HubSpot, a database, Notion, or Slack using verified read commands and external API calls.
- [Advanced Scripting](https://docs.kick.co/ai/cli/cli-use-case-library/advanced-scripting.md): Parse CLI JSON with jq, set [redacted]s and workspace defaults, and schedule verified read workflows with cron.
- [MCP](https://docs.kick.co/ai/developer-tools/mcp.md): Reference material for connecting to and using the Kick MCP server.
- [Tool Reference](https://docs.kick.co/ai/developer-tools/mcp/tool-reference.md): Complete technical reference for Kick MCP tools, endpoints, auth, conventions, inputs, and tool details.
- [Advanced Setup](https://docs.kick.co/ai/developer-tools/mcp/advanced-mcp-setup.md): Connect Cursor, Gemini CLI, Perplexity, or generic MCP clients, plus reference details on PATs, OAuth scopes, workspace selection, and tool discovery.
- [Reference](https://docs.kick.co/ai/developer-tools/mcp/mcp-reference.md): Technical reference for Kick MCP endpoints, credentials, workspace selection, tool discovery, and common tool examples.
- [CLI](https://docs.kick.co/ai/developer-tools/cli.md)
- [Install the Kick CLI](https://docs.kick.co/ai/developer-tools/cli/install-the-kick-cli.md): Install or locate the Kick CLI, verify the command works, and prepare your terminal for repeatable automation.
- [Authenticate and Select Workspace](https://docs.kick.co/ai/developer-tools/cli/authenticate-and-select-workspace.md): Log in to the Kick CLI, use personal access [redacted]s safely, and confirm the workspace before running client commands.
- [Additional Workflows](https://docs.kick.co/ai/developer-tools/cli/cli-example-workflows.md): Copy Kick CLI commands for client lookup, transaction review, reporting, activity inspection, and JSON exports.
- [Reference](https://docs.kick.co/ai/developer-tools/cli/cli-reference.md): Technical reference for Kick CLI credentials, workspace selection, command discovery, common examples, output modes, and exit codes.
- [MCP Troubleshooting](https://docs.kick.co/ai/troubleshooting/mcp-troubleshooting.md): Fix common Kick MCP issues with client setup, credentials, workspace selection, empty tool lists, and hosted connections.
- [CLI Troubleshooting](https://docs.kick.co/ai/troubleshooting/cli-troubleshooting.md): Fix common Kick CLI issues with installation, credentials, workspace selection, output parsing, paging, and command failures.

## API

- [Getting Started](https://docs.kick.co/api/readme.md): Read and write the books of every workspace in your organization's book of business from one REST API.
- [Idempotency](https://docs.kick.co/api/idempotency.md): Retry a write safely by sending an Idempotency-[redacted], so a request you never got an answer to never lands twice.
- [Webhooks](https://docs.kick.co/api/webhooks.md): Receive an event when something in your book of business needs attention, instead of polling for it.
- [plaid.connection.disconnected](https://docs.kick.co/api/webhooks/plaid-connection-disconnected.md): A Plaid connection of one of your business entities stopped syncing and has to be reconnected by the business owner.
- [Workspaces](https://docs.kick.co/api/api-reference/workspaces.md): List and create the workspaces in your organization's book of business, and read or delete a single workspace.
- [Entities](https://docs.kick.co/api/api-reference/entities.md): List and create the entities of a workspace, and read, update, or delete a single entity.
- [Chart of Accounts](https://docs.kick.co/api/api-reference/chart-of-accounts.md): Read an entity's chart of accounts, create, rename, archive, restore, merge, or delete the accounts in it, and organize them into account groups.
- [Plaid Connections](https://docs.kick.co/api/api-reference/plaid-connections.md): Open a bank connection from a Plaid processor [redacted], list the connections your integration created, and delete one.
- [Transactions](https://docs.kick.co/api/api-reference/transactions.md): Read a workspace's transactions across all of its entities, read a single transaction, and update one.
- [Transaction Rules](https://docs.kick.co/api/api-reference/transaction-rules.md): List, create, update, and delete the transaction rules of a workspace, and read a single rule.
- [Classes](https://docs.kick.co/api/api-reference/classes.md): List, create, rename, and delete the classes of a workspace, and read a single class.
- [Ledgers](https://docs.kick.co/api/api-reference/ledgers.md): Open an entity's accrual ledger so you can post to it and report on it.
- [Journal Entries](https://docs.kick.co/api/api-reference/journal-entries.md): Read, write, update, and delete the manual journal entries of an entity's ledger.
- [Reports](https://docs.kick.co/api/api-reference/reports.md): Pull an entity's profit and loss, balance sheet, cash flow, trial balance, and general ledger.

---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on a page URL with the `ask` query parameter:
```
GET https://docs.kick.co/readme.md?ask=<question>
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.

$ curl -si -X POST 'https://docs.kick.co/~gitbook/mcp' -H 'Content-Type: application/json' -d '<jsonrpc initialize>'
HTTP/2 200

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