Kick back, your books are handled. Start free: https://xitter.cf/t.co/h67woSMxpl

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Joined December 2022
Kick 😎 retweeted
I’ve worked with the @kickfinance team to turn the advice I give new firm owners into an AI Agent that helps you start your firm. And on Thursday, we’re giving it away for free. I’m joining Logan Kieller from Kick (and already 100+ firm owners) to build this Agent live in Claude and show how you can build your own. We’ll cover: → How to build your own accounting Agent in under 5 minutes → How to customize your Agent to automate 4 hours of work per client per month → Security, cost, and setup for your firm and clients You’ll leave with my Agent plus ready-to-use accounting Agents from Kick. Thursday, October 8 · 11 am PT / 2 pm ET Come build with us: watch.getcontrast.io/registe… What’s one accounting task you’d love to take off your plate before next tax season? Tell us in the comments, and we’ll try to automate it live during the webinar.
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Kick 😎 retweeted
If you run your own business, you shouldn’t have to pay for invoicing. That’s why today we're launching completely free invoicing on Kick. This one started hand crafted with love from yours truly, so you have another option for free invoicing (shout out out Zoho 😎)
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Kick 😎 retweeted
Today we’re launching automated multi-entity consolidation in @kickfinance. Use our new Ownership Canvas to map the relationships between your personal and business entities, and Kick will roll it all up for you.
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Means a lot for you to share this @ShaneDutka!
As former licensed Certified Public Accountant (VA-expired) @kickfinance is flipping awesome. An AI-Agent driven bookkeeping SaaS 🔥 Just re-did 2 years worth of financials for my businesses in an hour with claude. Slow moving @Xero and @QuickBooks should be terrified.
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Kick 😎 retweeted
All of the accounting and finance world is now in a final sprint toward the 3/16 and 4/15 deadlines. We see you. You’ve got this. While you’re closing books, our team just shipped 30+ updates in @kickfinance. Two highlights for you:
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Kick 😎 retweeted
Excited to share that Kick is now the official bookkeeping platform for @freshbooks This partnership is a major step toward making bookkeeping accessible to millions more Business Owners.
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Something to share with your favorite Accountant🦃 New changelog from @kickfinance today on a revamped Journal Entry Editor. Getting this out just in time to make your year-end close smoother..
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Today is Day 5, and our last of Launch Week! We're ending off the week with sharing custom Classes. Classes are designed for more complex businesses, including those with multiple locations, departments, or their own custom reporting-to make it clear how every part of your business is performing.
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It's now Day 4 of Launch Week 👀 When you have a complex business or are managing multiple entities or clients, it’s important to be in control over your specific workflows. To solve this, today we're launching Views so you can customize everything you need.
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What you get: - Customize columns, entities, filters - Save and toggle between an unlimited number of Views for different workflows (month-end close, tax prep, personal to business) - Open multiple windows with different entities/clients - Navigate it all with keyboard shortcuts Views are available on all plans, including Free. Head over to Transactions → Views icon to start customizing.
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It's now Day 3 of Launch Week🚀 When you're doing catch-up bookkeeping, working with local banks without integrations, or dealing with closed accounts-getting transactions into your accounting software can turn into it’s own full-time job. So today, @kickfinance is launching Importer to help you transform PDFs and CSVs into transactions in minutes.
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It's now Day 2 of Launch Week 🚀 We heard you say "make it easy to get my Accountant on Kick." When your Accountant is familiar with @kickfinance, there’s less back and forth for each of you come tax time. So today we're launching Clients tab–a command center for Accountants to manage all their Kick clients in one place.
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Kick's first Launch Week starts now. We’re releasing a new feature every day this week, starting with Reconciliation–it's accounting that does the work with you. And yes, @kickfinance just raised more to build the accounting firm of the future🧵
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🚨 We’re going live in just over 2 hours with @GustoHQ and over 500 entrepreneurs! Join Kick's Founding AE, @LoganKieller and Gusto's HR Advisor, Rach Hall, for a free online training covering what AI tools modern Entrepreneurs are using to save $10k a year and 20 hours every month. They both work with hundreds of Business Owners and Accountants. Expect practical tools, not theory. This is not one to miss. 👉 Grab a spot and get access to the recording: watch.getcontrast.io/registe…
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New: Advanced rules We’ve released a new Rules engine to give you full control over your transactions and accounting reports in Kick. In the past, Kick automatically created Rules behind the scenes through our Actions feature. Now, we’re putting that same system into your hands—giving you full control to personalize Kick for your Business or Clients. Just chose your conditions to create Actions that: • Change Categories • Apply Classes • Update Entities • Assign Vendors • Assign Customers • Add Notes In addition to Transaction Rules, we’re also rolling out Accounting Rules which give you the ability to override Kick’s automated Category to Chart of Account mapping. This gives you full flexibility to customize accounting reports for any industry. To create your own Transaction or Accounting rule, go to the Rules subtab and select “+”. Once your Rules are set up, you can “kick” back knowing your books are on autopilot.
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Rule Groups: Most accounting rule engines rely on a long, disorganized list of Rules that are difficult to manage at scale. Kick breaks this trend with a new system called Rule Groups that always you to create powerful sequences of rules chained together. Rule Groups allow you to organize your Rules by Tax Year, Entity, Member, Industry or any way you prefer. Just drag-and-drop each Rule Group to set your priority and watch your Rules get prioritized so you’re always in control.
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