With the Kick to Google Sheets™, replace your existing ledger and FP&A tools, all at no cost.

Export your Kick accounting reports (P&L, BS, CFS, TB, GL) and create live custom reports under your accounting or advisory firm’s brand.

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

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 your own templates or your AI of choice:

• Use your own branding, formulas, and layouts
• Combine reports into dashboards, forecasts, and analyses
• Use your AI of choice, like Claude, ChatGPT or Gemini, for financial insights and advanced analysis.

How to start: Install the add-on and review our Help Center for additional instructions: https://docs.kick.co/accountants/setting-up/integrations/google-sheets#one-time-set-up.
    
For a quick start, use our Google Sheets AI skills: https://www.kick.co/agent-builder