Kick
Kick handles your bookkeeping automatically — categorizing transactions, matching receipts, and generating financials in real time.
Independent overview by new Mantra · updated July 22, 2026
- Category
- Finance
- Pricing
- Free up to 250 transactions/yr; Basic $40/mo (billed annually); Plus $100/mo (billed quarterly); Advanced $300/mo
- Implementation
- Under 1 week
- Adoption risk
- Low
- Integrates with
- Stripe, Mercury, Chase, Brex, Gusto, QuickBooks
What Kick does
Kick connects to your bank accounts and cards and categorizes every transaction as it happens, without you having to code anything or hire a bookkeeper. It also surfaces commonly missed deductions — home office, vehicle, travel — and lets you set custom rules so the categorization fits how your business actually works.
On the reporting side, Kick produces a Profit & Loss statement and Balance Sheet that are ready to hand to an accountant or use for tax filing. If you run more than one business entity, it tracks intercompany transfers and lets you manage all accounts in one place.
Setup is estimated at under a week. A free tier covers up to 250 transactions per year, which makes it practical to test with real data before committing to a paid plan. Paid plans start at $40 per month (billed annually).
Key capabilities
Real-time transaction categorization
Transactions from connected bank and card accounts are categorized automatically as they come in and reviewed for accuracy.
Deduction identification
The platform flags commonly overlooked deductions such as home office, vehicle use, and travel expenses.
Tax-ready financial statements
Kick generates a Profit & Loss and Balance Sheet you can share directly with your accountant or use for tax preparation.
Custom categorization rules
You can adapt the suggested rules to match how your business and personal finances are structured.
Multi-entity management
Multiple businesses and accounts are tracked in one place, with automatic handling of intercompany receivables, payables, and transfers.
Revenue and spending insights
Custom revenue lines show where income originates each month, and monthly vendor breakdowns help you spot unnecessary expenses.
Best for
- Sole proprietors, freelancers, and small business owners who want bookkeeping handled without hiring a dedicated bookkeeper
- Owners running multiple business entities who need consolidated financials in one place
- Businesses already using Stripe, Mercury, Chase, Brex, Gusto, or QuickBooks, which Kick integrates with directly
- Anyone who needs tax-ready P&L and balance sheet reports without building them manually
- Owners with up to 250 transactions per year who want to evaluate the solution at no cost before upgrading
Worth knowing
- The free tier is capped at 250 transactions per year; higher-volume businesses will need a paid plan starting at $40 per month
- Kick focuses on bookkeeping and financial reporting — it is not a full accounting suite covering invoicing, payroll processing, or accounts payable
- Integration is limited to the listed connections (Stripe, Mercury, Chase, Brex, Gusto, QuickBooks); businesses using other banks or payment processors should verify compatibility before committing
- The platform describes itself as working 'with you' rather than fully replacing human judgment — businesses with complex accounting needs may still want a CPA involved for review
- At $300 per month for the Advanced tier, larger or more complex operations should weigh this against the cost of dedicated bookkeeping services to confirm the fit
Related solutions
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