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.

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.

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.

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.

Excited to officially partner with @GustoHQ! To get the party started, a direct integration is live to all @kickfinance users. Use "CMD K" to connect and sync the below deductions in real time, so you always have an accurate view of your payroll expenses including: • Gross wages • Payroll taxes • Benefits (Medical, vision, dental) • Retirement contributions (@Guideline401k) • Contractor payments • Reimbursements • Donations The Gusto integration is available to all Basic Plan users, with Department-level breakdowns on the Plus Plan.

New: Vendor automation Kick now automatically creates Vendors for you, so you can see where you’re spending. Add any new Vendor from the Transactions or Directory tab and Kick will handle it for similar transactions going forward.

PayPal integration: Excited announce a new direct partnership with @PayPal Along with improved reliability, Kick now auto splits revenue and fees and syncs your loan, credit card, and product data.