Everything a services business runs on.
Win clients, run the work, bill for it, keep the books and pay your team. One system instead of five, built inside a services firm that still runs on it every day.
14 days on Professional. You won’t be charged until day 15 · Cancel anytime
Made for consulting firms, agencies, IT services, architects, law practices and engineering teams.
One login for the front office and the back office.
Most firms run a CRM, a help desk, a timesheet app, an invoicing tool and accounting software, then spend Friday copying numbers between them. Here it’s one product and one set of numbers.
Marketing HubBusiness
Contacts, companies and segments. Campaigns and sequences that stop when someone replies, and an AI chat for your own website that turns visitors into leads.
Support deskProfessional and up
Client emails become cases with SLA timers. Every client gets a Help Center and a portal, and the time logged on a case lands on their invoice.
Time and expenses
Timesheets and a running timer, approvals, and receipts that AI reads for you. Expense reports post straight to the ledger.
Billing
Invoices from approved hours, estimates clients approve online, recurring invoices that charge the card on file, dunning and payment plans, in 33 currencies.
Books
A full general ledger on every plan, bank feeds, a multi-jurisdiction tax engine, multi-entity, and month-end and year-end close.
Payouts
What every employee, contractor and partner is owed, worked out from the same hours that billed the client. 1099s included.
Reports
19 reports out of the box, a report builder, scheduled reports by email and a dashboard for each role.
Platform
API and webhooks, audit log search, bulk edits, imports from eight platforms and Jira, and CherryAssist for how-to questions inside the app.
Follow one request from the inbox to the payout.
Support desk
A client emails support. It becomes a case.
The email opens a case with an owner, a priority and an SLA clock. Your client sees its progress in their own portal.
Time
The hours go on the timesheet.
Time logged against the case shows up on the week, against the right client and project, ready for approval.
Billing
Approved time becomes the invoice.
One click turns approved hours into an invoice at each person’s rate. It goes out with a pay link and posts to the ledger.
Payouts
Everyone gets paid what they’re owed.
When the client pays, each person’s share is already worked out from the same hours. Nobody rebuilds it in a spreadsheet.
Flat monthly price. Unlimited users.
Starter
$39 /month
Time, invoicing, expenses, payouts and the full general ledger.
Professional
$89 /month
Adds the support desk, approvals, bank feeds, imports and the API.
Business
$159 /month
Adds Marketing Hub, period close, multi-entity and advanced reporting.
Every plan includes every user you add. Compare plans
Bring your history with you.
Moving from QuickBooks, FreshBooks, Xero, Wave, Harvest, BigTime, Scoro, Paymo or Jira Service Management? The import wizard brings over your clients, projects, invoices and cases.
Run the whole business from one place.
14 days on Professional. You won’t be charged until day 15 · Cancel anytime