Categorization
Kick uses two layers to categorize transactions automatically — an AI layer that handles the first pass, and a rules layer that gives you full control.
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Kick uses two layers to categorize transactions automatically — an AI layer that handles the first pass, and a rules layer that gives you full control.
When transactions sync into Kick, the categorization model automatically categorizes ~97% of them on first pass. The model is optimized to get you to a materially correct Profit & Loss as fast as possible, minimizing manual work across all your clients.
Kick also learns from the changes you make. When you update a category, counterparty, class, or other transaction attribute on the Transactions tab, Kick prompts you to apply the same change to similar transactions — both historical and going forward. If confirmed, Kick applies that feedback automatically in the future.
Uncategorized transactions appear when the model's confidence is low and need to be reviewed manually.
Rules give you hard, deterministic control over categorization. You can create multi-condition, multi-action rules to set categories, GL accounts, counterparties, classes, entities, and more. Rules always take priority over AI-based categorization.
Rules are especially useful for complex clients or industries that require highly detailed and consistent financial reporting — or any situation where you need to guarantee a specific outcome regardless of what the AI suggests.
→ Rules
For most clients, the AI layer handles the bulk of categorization automatically. Rules layer on top to enforce any exceptions, custom mappings, or client-specific logic. Transactions post to the General Ledger in real time once categorized.
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