Categorize owner draws
I Internet Money
To do
Sep 19
A
By 10k+ owners and accountants
Self-driving accounting
Kick is the agentic ledger that does your books with you
Preview of the Kick app. The sidebar switches the preview between Tasks, Activity, accounts, transactions, documents, reports, accounting, rules, invoicing, and bill pay. New opens a command menu over the current screen. Nothing in the preview is saved.
Entrepreneur.com
Bookkeeping used to drive me insane. Taxes took forever. Then Kick demo’d their product for me, and it was so simple and easy that I laughed out loud.
Firm Owner, Elevated Tax Strategies
I bet my firm on Kick. Our team now outputs 10x what we used to without adding a single headcount.
Course Creator, creatorscience.com
Using Kick takes a painful, slow, manual process and turns it into something easy and delightful.
Advisory Partner, Zhong & Sanchez
Kick is the type of software that gets me excited for the future of accounting. It saves us around 100 hours per month, and is our firm’s accounting software of choice.
01
AI with control
Automate the boring work as Kick categorizes, reconciles, and drafts the work for you to review.
02
Complexity simplified
Entity relationship map with ownership percentages across consolidated entities.
Secure accounting with customizable charts of accounts and classes, built to support complex accruals and multi-entity consolidations.
03
Accountant approved
Month-end close
Save
Reset
Intake 2
Agent working
- Categorized 8 transactions 4m
- Updated the task 11m
- Started "Categorize owner draws" 18m
Collect W-9s from 1099 vendors
A AZ Rentals
To do
Sep 19
A P D
Prep 4
Review unmatched transfers
I Internet Money
To do
Sep 19
D M
Agent working
- Matched 3 transfers 6m
- Updated 4 transactions 9m
- Started "Reconcile intercompany transfers" 15m
Reconcile intercompany transfers
A AZ Rentals
To do
Sep 19
A
Review payroll accruals
P Process Squad
To do
Sep 19
M
Draft management commentary
I Internet Money
To do
Sep 19
M
Adjustments 3
Review mortgage and rent allocations
A AZ Rentals
To do
Sep 19
A M
Review transfer matches
P Process Squad
To do
Sep 19
M
Review bill matches
P Process Squad
To do
Sep 19
A M D
Review 2
Close monthly books
A AZ Rentals
To do
Sep 19
D
Agent working
- Categorized 5 transactions 2m
- Split 2 transactions 7m
- Started "Categorize owner draws" 12m
Categorize owner draws
I Internet Money
To do
Sep 19
A
Kick is better multiplayer. Invite your accountant or manage client work across your firm with features built for accountants.
SOC 2 Type II
Independently audited security controls
AES-256 + TLS
Encrypted at rest and in transit
US hosting
All customer data hosted in the US
No model training
Your firm's data is excluded by default
MCP/CLI
Scale your judgment to infinity
Delegate and schedule agentic work across all your clients
Review Docs- Migrate my entire client list from QBO to Kick
- Create 13-week cash flow forecast for all my ecom clients
- Calculate gain or loss on asset disposal for AZ Rentals
- What are my 5 highest revenue clients last quarter?
- Generate loan schedule and post entries for Process Squad
- Apply this Chart of Accounts to all my clients
- Reconcile October statements for every entity
- Prepare tax-ready financials for Internet Money
Migrate my entire client list from QBO to Kick
New features every week
Nov 6, 2026
Report editor
Your reporting standards now live in Kick. Customize your financial reports once, then reuse them across your businesses or your firm’s clients.
Oct 30, 2026
Checks and Deposits
Kick now helps you record and categorize checks and deposits straight from the paperwork.
Oct 16, 2026
CoA editor
Today's updates put you in control of your Chart of Accounts and report structure: a new editor for every workspace, and firm templates for accountants.