Kick

Agentic bookkeeping that categorizes transactions and builds tax-ready reports.

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Screenshot of Kick, Agentic bookkeeping that categorizes transactions and builds tax-ready reports

What is Kick?

Kick automates day-to-day bookkeeping by categorizing business transactions in real time, surfacing overlooked deductions, and generating tax-ready financial statements and multi-entity reports for business owners and accountants.

Kick is a bookkeeping platform built for entrepreneurs, freelancers, and the accountants who serve them. It positions itself as an agentic ledger: software that actively works through the mechanics of bookkeeping rather than just storing transactions for a human to sort later. Once connected, it pulls in business transactions and categorizes them in real time, with the categorization reviewed for accuracy before it lands in the books. The company states it has raised 20 million dollars and is used by more than 5,000 business owners and accountants. The core workflow centers on reducing manual entry. Transactions are auto-sorted into categories such as meals, contractors, or consulting income, and the system flags commonly missed deductions like home office, vehicle, and travel expenses. Users can adjust and save custom rules, for example routing recurring vendor charges into a specific category automatically going forward, so the ledger becomes more tailored to a given business over time. On the reporting side, Kick generates revenue breakdowns by income line, monthly vendor spending comparisons, and dashboards for tracking balances across multiple businesses or accounts from one place. For accountants and multi-entity operators, Kick produces a general ledger with journal entries designed to balance automatically, along with tax-ready Profit and Loss statements and balance sheets that can be shared directly with a CPA. It also handles intercompany transfers, receivables, and payables across linked entities, which is aimed at people running more than one business or holding several LLCs. This puts Kick in the same conversation as QuickBooks Online and other small-business accounting software, but with more emphasis on automated categorization and less manual reconciliation work expected from the user. Kick fits solo founders, small business owners, and side-business operators who want their books maintained without hiring a full-time bookkeeper, as well as accounting firms managing bookkeeping for multiple clients or entities. It is less clearly suited to larger companies with complex compliance, inventory, or payroll needs that go beyond categorization, deduction tracking, and standard financial statements.

How do you use Kick?

  1. 1Create a free account
    Sign up through the Start Free registration flow to set up a Kick account for your business.
  2. 2Connect your business accounts
    Link the accounts and entities you want tracked so transactions can begin flowing into the ledger.
  3. 3Review auto-categorized transactions
    Check how transactions are categorized in real time, correct any that need adjusting, and set custom rules so similar future transactions sort automatically.
  4. 4Check deduction and revenue insights
    Use the revenue insight panels and vendor spending breakdowns to see where income originates and where expenses can be trimmed each month.
  5. 5Export tax-ready financials
    Generate the Profit and Loss statement, balance sheet, and journal entries and share them directly with your accountant or CPA for tax preparation.

Pros and cons

Pros

  • Automates transaction categorization in real time with human accuracy review rather than relying purely on unchecked AI outputAI
  • Surfaces commonly missed deductions such as home office, vehicle, and travel expenses without manual diggingAI
  • Supports unlimited entities with automatic handling of intercompany transfers, receivables, and payablesAI
  • Produces tax-ready Profit and Loss statements, balance sheets, and balancing journal entries that can be shared directly with a CPAAI
  • Customizable categorization rules let the system adapt to a specific business's vendors and spending patterns over timeAI

Cons

  • No concrete pricing tiers, plan limits, or costs are disclosed on the homepage, making it hard to compare against competitors upfrontAI
  • No integrations, bank connections, or payment processor compatibility are explicitly listed, leaving setup requirements unclearAI
  • No API or developer resources are mentioned, which limits options for teams wanting custom data connectionsAI
  • Homepage evidence is limited to small business owners, freelancers, and boutique CPA firms, with no indication of fit for larger or more complex organizationsAI
  • Reliance on expert review for categorization accuracy is mentioned but turnaround time and review scope are not detailedAI

How much does Kick cost?

Pricing

The homepage does not list specific plans or dollar amounts. It states Kick is free to use or, alternatively, pays for itself, implying a free tier alongside a paid offering positioned to offset its cost through time or money saved on bookkeeping.

Learn more

Support

The homepage does not detail specific support channels, but customer testimonials reference guided onboarding and support during platform migration.

Features

Real-time transaction auto-categorization with expert review, deduction detection for home office, vehicle, and travel expenses, customizable categorization rules, revenue and vendor spending dashboards, unlimited multi-entity tracking, auto-balancing general ledger, and tax-ready P&L and balance sheet exports.

Frequently asked questions about Kick

  • How much does Kick cost?
    The homepage does not list specific plans or dollar amounts. It states Kick is free to use or, alternatively, pays for itself, implying a free tier alongside a paid offering positioned to offset its cost through time or money saved on bookkeeping.
  • How do you use Kick?
    The walkthrough on this page covers 5 steps: 1. Create a free account 2. Connect your business accounts 3. Review auto-categorized transactions 4. Check deduction and revenue insights 5. Export tax-ready financials.
  • What platforms does Kick support?
    Kick is available on Web App.
  • What are the limitations of Kick?
    No concrete pricing tiers, plan limits, or costs are disclosed on the homepage, making it hard to compare against competitors upfront. No integrations, bank connections, or payment processor compatibility are explicitly listed, leaving setup requirements unclear. No API or developer resources are mentioned, which limits options for teams wanting custom data connections.

Status

StatusActive
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Added8/4/2026

Platforms

Web App

Pricing

FreeFreemium