Kick Release Notes

Sending your invoice should be the easiest part of making money, so today Kick is launching free invoicing with zero added fees.

Kick Invoicing

Kick Invoicing

Other invoicing tools can take a percentage of your revenue, so the more you grow, the more you pay.

And to get started, your first invoice takes a lot of setup, customization is limited, and things break down once the accounting gets complex.

With Kick, invoicing is simple and customizable for business owners, built to manage your most complex accounting workflows, and entirely controllable from your AI assistant of choice.

Everyone on Kick today gets:

Simple enough for daily use

• Create and send an invoice in a few clicks
• Customize everything on your own invoice, and save it as a template for the future
• Handle invoice emails and follow-ups directly from Kick

Advanced enough for accountants

Kick is built to handle the complexity accountants actually face, from line-level coding to automated AR reconciliation.

Line items

• Code each line to its own account, customizing both the income and receivable side
• Assign classes at the line item level to handle detailed location and project tracking
• Edit line items across invoices in bulk, the same way you work through transactions

Reporting

• Generate AR Summary and Detail reports that can be filtered by class and aging period …

Automated multi-entity consolidation is now available in Kick.

Multi-entity consolidation

Multi-entity consolidation

Intercompany eliminations are often the most painful part of prepping a multi-entity close.

Entrepreneurs know more entities can mean tax savings and asset protection. Yet as those structures grow, it gets harder to see how the businesses connect, move money, and perform overall.

With Kick, you can visually map out the relationships between your businesses, and Kick handles the rest: Eliminating entries, related entity due to / due from, and the consolidated reports, all while surfacing exceptions for your review.

Starting today on our new Advanced plan you get:

Consolidated reporting

• Roll up multiple entities into a consolidated P&L and balance sheet
• See eliminations in a dedicated column and review the consolidated total
• Drill into the Elimination Ledger for a complete trail of eliminated activity

Consolidated Balance Sheet

Consolidated Balance Sheet

Automated intercompany eliminations

Kick’s Chart of Accounts is multi-entity out of the box, so you don’t need to manually map different account structures across entities. You can: …

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).

Kick to Google Sheets

Kick to Google Sheets

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 …

Getting started with AI is harder than it needs to be.

So today we’re releasing a completely free, open-source collection of agents to help firm owners learn AI by doing.

We’re calling it: Agent Builder Club (ABC) 👷🏼

Agent Builder Club

Agent Builder Club

What’s included:

1. Set up - A 5-minute guide to get your own agent up and running, with sample data from “The Office.”
2. Customize - Personalize your agent for your clients. We’re bundling /close, which turns client financials into closed books, and /advisory, which generates custom client reports under your firm’s brand.
3. Community - We’re opening the ABC with these community-contributed agents to inspire you:
   • Profit First assessment (Mike Michalowicz)
   • Personal-to-business deduction scan (Ramon Liriano)
   • Vendor price variance monitor (Oscar Setiawan)
   • Client meeting brief (Josh Schneider)
   • COA cleanup and reclass (Glenn Hopper)

Each agent is open source, verified for quality, security, and only requires a Claude or ChatGPT account to run.

The club is a living resource: new agents ship every week, and if you submit your own, we’ll verify it and promote it to the community.

You can also connect your agents to live financial data through the official Kick connector, now listed in the ChatGPT and Anthropic directories. …

Kick’s reporting now supports up to five tiers of nested Classes and Subclasses, so you or your clients can clearly see how every part of the business is performing.

Profit & Loss by Class report in Kick showing nested Location, state, city, and address Class columns

Profit & Loss by Class report in Kick showing nested Location, state, city, and address Class columns

Classes let you track income and expenses across departments, locations, projects, funds, or any other way you want to break down the business.

But other systems flatten your reports into a single tier, even when your Classes are nested several levels deep. Every Subclass lands in its own column with no way to roll it up, so the report is hard to read and harder to hand to a client.

With Kick, your Class structure carries all the way through to the report, with no exporting, rebuilding, or spreadsheet work required.

Nested Classes and Subclasses

• Nest up to five tiers of Classes and Subclasses
• Assign multiple Classes or Subclasses to the same transaction to analyze cross-sections of your reports

Reports built to share

• New reports keep your nested headers intact, so they’re ready to share with clients or third parties
• Apply Class filters while viewing columns by Class to build highly custom reports

One-click migration …

Kick’s General Ledger is now multi-entity, giving you a real-time view of all your businesses.

Multi-entity General Ledger in Kick showing Travel expenses across entities

Multi-entity General Ledger in Kick showing Travel expenses across entities

Answering a simple question like “how much did I spend on meals last quarter?” shouldn’t be hard when you or your clients run more than one business.

In other accounting software, it means exporting each General Ledger and combining them in a spreadsheet, or paying for enterprise software.

With Kick, filter right from the Accounting tab to handle multi-entity workflows like:

• Catch one-sided intercompany entries
• Surface vendors coded differently from one entity to the next
• Split shared costs between entities
• Close every entity from one place

And unlock insights like:

• View total revenue and expenses for all your entities
• Check your combined cash position
• Trace vendor spend across businesses
• Compare profitability by entity side by side

Multi-entity General Ledger is available on the Plus plan. Head to the Accounting tab to check it out.