Every feature your firm needs. Zero you don't.
One platform. No integrations to debug, no spreadsheets to reconcile, no per-user fees eating your margins. Purpose-built for firms that bill clients for their time.
View plans and pricing →Every hour, accounted for
Time Tracking
Three views (week, month, day), start/end time pickers, a floating timer widget, and one-click cell entry. Your team logs time the way that works for them.
Other platforms charge extra for timer widgets and weekly views
- Week, month, and day calendar views
- Start/end time pickers with auto-duration
- Floating timer widget for live tracking
- Billable vs non-billable classification
- Service category per entry
- Bulk select and delete
Alex M.
ADMIN
Time Tracking
Week of Mar 23 – Mar 29, 2026
From billable hours to cash collected
Invoicing
Generate invoices from unbilled time in seconds. Add discounts, tax, and custom lines. Send with PDF attachment. Track status from draft through paid. Multi-currency for global clients.
Only CherryWorks Pro includes multi-currency invoicing at every tier
- One-click invoice from billable hours
- Group by team member or combine
- Discount (% or fixed) and tax rate
- Email with PDF attachment
- Status: Draft → Sent → Partial → Paid → Void
- Multi-currency (30+ currencies)
- Recurring invoice templates
- Stripe Checkout integration
Alex M.
ADMIN
Bill To
Acme Corp
123 Main St, San Francisco, CA
Invoice Details
# INV-0047
Issued: Mar 1, 2026
Due: Mar 31, 2026
Better reporting than platforms charging ten times the price
Enterprise-Grade Reports & Dashboards
Comprehensive reporting suite, zero setup. Revenue trends, AR aging, utilization, profitability, WIP, cash flow, collections, payout tracking, expense analytics, and 1099 export.
Other platforms charge extra for advanced reporting
- Financial: Revenue, Cash Flow, Budget Burn, Collections
- Receivables: AR Aging, Overdue Detail, Invoice Status
- Operations: WIP, Timesheet Compliance, Profitability
- Team: Utilization, Labor by Worker Type, Earnings
- Payouts & Tax: Detail, Summary, 1099 Export
- Expenses: By Category, By Project, By Team Member
Alex M.
ADMIN
Reports
Full reporting suite across every category
Revenue by Month
+12%AR Aging
Utilization
Profitability
Your entire business at a glance
Smart Dashboard
Two purpose-built dashboards — Admin sees revenue, AR aging, utilization, and overdue invoices. Team members see their hours, earnings, and active projects. Every metric is clickable for drill-down detail.
Only CherryWorks Pro includes dual dashboards at every tier
- Admin dashboard with revenue and collections metrics
- AR aging buckets (Current, 30, 60, 90+ days) with drill-down
- Utilization tracking by team member with billable vs total hours
- Revenue by month chart (invoiced vs collected)
- Team member dashboard with personal hours and earnings
- Active project and overdue invoice quick-access lists
Alex M.
ADMIN
Admin Dashboard
March 2026 Overview
TOTAL REVENUE
$184,250
+12% MoM
COLLECTED
$156,800
85.1%
OUTSTANDING
$27,450
6 invoices
OVERDUE
$8,200
2 invoices
Revenue Trend
+12%AR Aging
Team Utilization
Verified hours. Locked records. Clean invoices.
Timesheet Approval Workflow
Team members submit weekly timesheets. You approve or reject with a reason. Approved weeks lock automatically so invoices are always based on verified, immutable time.
Other platforms charge extra for timesheet approval workflows
- Submit → Approve → Lock lifecycle
- Reject with mandatory reason
- Admin unlock with audit trail
- Bulk approve/reject
- Locked weeks prevent edits
- Pending count badge for admin
Alex M.
ADMIN
Timesheet Approvals
Week ending Mar 29, 2026
The feature no one else has
Payout Tracking
When you send an invoice, CherryWorks Pro automatically creates a pending payout for each 1099 and Corp-to-Corp team member. Expense reimbursements create payouts too. W-2 employees are excluded — they're on your payroll.
Only CherryWorks Pro includes payout tracking at every tier
- Auto-created PENDING payout on invoice send
- Expense reimbursement auto-payouts
- Bill rate vs cost rate per team member per project
- Outstanding balance dashboard
- ACH, Zelle, Check, Wire tracking
- Void and re-issue payouts
- 1099-ready export at year end
Alex M.
ADMIN
Payouts
Track and record team member payments
TOTAL OWED
$8,640
PAID (ALL TIME)
$42,300
UNPAID HOURS
86h
ACTIVE
5
Outstanding Balances
Sarah Kim
24h unpaid
Mike Rivera
18h unpaid
Anna Lopez
12h + $200 reimb
Win work before you track it
Estimates & Proposals
Create detailed estimates, send to clients with a branded public link, and convert accepted estimates into invoices with one click.
Other platforms charge extra for estimates and proposals
- Line items, discounts, tax
- Branded portal link
- Client accepts or declines online
- Convert to invoice on acceptance
- Status: Draft → Sent → Accepted/Declined
Alex M.
ADMIN
Estimates
8 estimates · $124,500 total
SENT
3
ACCEPTED
4
DECLINED
1
DRAFT
2
Professional, branded, self-service
Client Portal
Every client gets a secure portal link to view invoices, check payment history, see outstanding balances, and download PDFs. Overdue alerts. No login required — secure token access.
Only CherryWorks Pro includes client portals at every tier
- Secure token-based access
- Invoice history with status badges
- Payment history and outstanding balance
- Overdue alerts with days-past-due
- PDF download for any invoice
- Branded with your firm's identity
Acme Corp — Client Portal
OUTSTANDING
$8,750
OVERDUE
$5,200
PAID (YTD)
$42,300
⚠ 1 overdue invoice — INV-0049 (£5,200) is 8 days past due
The complete expense lifecycle
Expense Management
Create, categorize, submit, approve, and reimburse expenses — in any currency. Upload receipts, group into batch reports, and watch auto-reimbursement payouts appear the moment you approve.
Other platforms charge extra for expense management
- Create with vendor, category, GL codes, project
- Upload receipt photos and PDFs
- Submit → Approve → Reimburse workflow
- Rejection with mandatory reason
- Batch expense reports
- Auto-reimbursement payouts on approval
- Multi-currency expense logging
- Expense cost flows into project profitability
Alex M.
ADMIN
Expense Dashboard
March 2026 · 5 team members
TOTAL
$4,285
APPROVED
$1,135
PENDING
3
REIMBURSED
$698
Snap it. Scan it. Done.
AI Receipt Scanner
AI-powered receipt scanning extracts vendor, amount, date, and category from photos or PDFs instantly. No manual data entry — just upload and let AI do the work.
Other platforms charge extra for AI receipt scanning
- Upload receipt photos or PDFs
- AI extracts vendor name, amount, date, and category automatically
- Auto-matches to expense categories
- Supports multi-currency receipt scanning
- Works with any receipt format worldwide
- Attach scanned data directly to expense entries
Alex M.
ADMIN
AI Receipt Scanner
Upload and extract in seconds
STAPLES
Office Paper x3......$45.00
Ink Cartridge........$89.50
USB Hub..............$34.00
Desk Organizer.......$29.00
Pens (12-pack).......$12.50
Sticky Notes.........$8.50
Binder Clips..........$6.00
Tape Dispenser.......$11.00
Folder Set...........$12.00
TOTAL $247.50
03/15/2026 Store #4821
Budget, team, profitability — one screen
Project Command Center
Every project gets a dedicated command center with budget tracking, team member hours, and profitability analysis that includes both labor cost and expense cost vs. revenue.
Other platforms charge extra for project profitability tracking
- Budget hours with progress tracking
- Hours by team member visualization
- Profitability: revenue vs labor + expense cost
- Tabbed: Time, Invoices, Estimates, Services
- Assign team members with bill + cost rates
- Project-specific service filtering
Alex M.
ADMIN
Acme Corp Redesign
Client: Acme Corp · Active
BUDGET
200h
LOGGED
142h
REVENUE
$24,800
MARGIN
42%
Revenue vs Cost
Revenue
$24.8K
Cost
$14.4K
Cost Breakdown
One platform. Every currency.
Multi-Currency
Invoice clients in 30+ currencies with live exchange rates. Each client gets their own billing currency. Expenses logged in local currency, converted automatically for reporting.
Other platforms charge extra for multi-currency support
- 30+ currencies with live exchange rates
- Per-client billing currency
- Automatic conversion for reporting
- Multi-currency expense logging
- Multi-currency reporting rollups
30+ supported · Auto-conversion · Per-client billing currency
Set it and forget it
Recurring Invoices
Create templates for recurring engagements. Auto-generate and auto-send invoices on your schedule.
Other platforms charge extra for recurring invoice automation
- Monthly, quarterly, or custom intervals
- Auto-generate from templates
- Auto-send on schedule
- Pause and resume anytime
Alex M.
ADMIN
Recurring Templates
4 active templates
From invite to productive in 5 minutes
Team Onboarding
Invite any team member by email — choose their worker classification (1099, W-2, or Corp-to-Corp) at invite time. Smart onboarding adapts the wizard to the worker type.
Other platforms charge per-user fees — CherryWorks Pro includes unlimited team members
- Choose worker type: 1099, W-2, or Corp-to-Corp
- 5-step wizard for team members
- 3-step wizard for W-2 employees
- ACH or Zelle payment preference
- EIN, W-9, team member agreement capture
- Conditional fields by worker type
Alex M.
ADMIN
Team
5 active members · 1 pending invite
A guided setup that actually guides
Up and Running in 5 Minutes
Five-step wizard walks you through everything — firm profile, services and rates, first client, team invites, and your first invoice. No onboarding calls, no outside help, no confusion. You are live on day one.
Only CherryWorks Pro offers 5-minute guided setup at every tier
- Step 1: Firm profile with address, currency, and tax settings
- Step 2: Define your services and billing rates
- Step 3: Add your first client
- Step 4: Invite team members with worker type classification
- Step 5: Generate and send your first invoice
- Progress tracking shows completion status
Alex M.
ADMIN
Getting Started
4 of 5 steps complete
Step 4: Invite Team Members
Add your first team member to start tracking time
Email Address
Worker Type
Role
Double-entry accounting that runs itself
Accounting & General Ledger
A full general ledger with Chart of Accounts, journal entries, trial balance, and date-filtered reports. Five financial events auto-generate balanced journal entries so your books stay current without manual data entry.
Only CherryWorks Pro includes a full general ledger at every tier
- Chart of Accounts with 18 seeded default accounts
- Auto-generated journal entries from 5 financial events
- Invoice sent, payment received, payout completed, expense approved, expense reimbursed
- Manual journal entry creation with live debit/credit balancing
- General Ledger report with date filters and expandable account rows
- Trial Balance report with as-of date and CSV export
- Accounts grouped by type: Assets, Liabilities, Equity, Revenue, Expenses
- One-click GL migration to replay all historical data
Alex M.
ADMIN
General Ledger
Year to Date · Jan 1 – Mar 31, 2026
Auto-Generated Journal Entries
Match every transaction automatically
Bank Reconciliation
Import bank statements in CSV or OFX format, and let our auto-matching algorithm reconcile every transaction against your invoices, payments, and payouts. Handle the rest with manual matching. One-click reconcile when balanced, with a full audit trail of every reconciliation.
Other platforms charge extra for bank reconciliation
- Import bank statements (CSV/OFX)
- Auto-matching algorithm matches transactions to invoices, payments, and payouts
- Manual match for unmatched items
- Reconciliation status dashboard
- Date-range filtering
- Matched vs unmatched summary with totals
- One-click reconcile when balanced
- Full audit trail of reconciliation history
Alex M.
ADMIN
Bank Reconciliation
Mar 1 – Mar 31, 2026
BANK BALANCE
$48,230
BOOK BALANCE
$48,230
MATCHED
47
UNMATCHED
3
Import wizards for every major platform
Switch From Anything
Bring your data from FreshBooks, QuickBooks, Harvest, Xero, Wave, BigTime, Scoro, or Paymo. Upload your exports, preview with dry-run, execute with one click, and roll back if needed.
Other platforms make migration a paid service
- FreshBooks, QuickBooks, Harvest, Xero, Wave, BigTime, Scoro, Paymo
- Upload CSV/Excel exports
- SHA-256 integrity check
- Dry-run preview before executing
- Idempotent — re-run without duplicates
- Full rollback per import run
- 5-minute migration for most firms
Alex M.
ADMIN
Import Wizard
Migrate from any platform
clients.csv
47 clients
invoice_details.csv
312 invoices
time_entries.csv
2,847 entries
expenses.csv
89 expenses
Records
3,295
Date range
Jan 2024 – Mar 2026
Integrity
SHA-256 ✓
Get paid without the awkward follow-up
Automated Payment Reminders
Configure automatic email reminders for overdue invoices at intervals you choose. Professional branded emails include invoice PDF attachments and direct payment links. Rate-limited to one per invoice per day so clients are never spammed.
Other platforms charge extra for automated payment reminders
- Configurable reminder intervals (3, 7, 14, 30 days overdue)
- Customizable email templates with merge variables
- Invoice PDF automatically attached to every reminder
- Direct payment link included for one-click pay
- Rate-limited to prevent over-sending
- Works with your custom SMTP for branded delivery
To: billing@acmecorp.com
Re: Friendly Reminder — Invoice INV-0049 is 7 days overdue
Hi Acme Corp,
This is a friendly reminder that Invoice INV-0049 for £5,200.00 was due on March 20, 2026 and is now 7 days overdue.
PDF attached · Sent via CherryWorks Pro
Schedule
Your data is sacred
Enterprise-Grade Security
Session-based authentication, org-scoped data isolation, role-based access control, audit logging, rate-limited APIs, and CSRF protection.
Only CherryWorks Pro includes enterprise-grade security at every tier
- Org-scoped tenant isolation
- Role-based access control
- Audit log for every financial mutation
- Rate-limited APIs
- CSRF and XSS protection
Alex M.
ADMIN
Audit Log
Every financial event, tracked and immutable
EVENTS TODAY
47
USERS ACTIVE
5
SECURITY ALERTS
0
Every action. Every user. Every timestamp.
Complete Audit Trail
Every financial mutation — invoice sent, payment applied, timesheet approved, expense submitted, GL entry posted — is logged with who did it, when, and full before-and-after details. Enterprise compliance without enterprise complexity.
Only CherryWorks Pro includes a complete audit trail at every tier
- Automatic logging of all financial events
- User attribution on every action
- Timestamped entries with full detail context
- Covers invoices, payments, timesheets, expenses, GL entries, and imports
- JSON detail payload for forensic-level audit
- Org-scoped isolation ensures complete data privacy
Alex M.
ADMIN
Audit Trail
Complete history of every action
TOTAL EVENTS
1,247
TODAY
23
USERS
5
24/7 intelligent support — included with Professional plans
CherryAssist AI
CherryAssist is your AI-powered support agent, trained on every feature, workflow, and report in CherryWorks Pro. Ask it anything — from setting up your first client to understanding complex profitability reports. Instant answers, around the clock, no tickets, no waiting.
Only CherryWorks Pro includes AI-powered support
- Instant answers to any product question
- Available 24/7 — nights, weekends, holidays
- Trained on every feature, report, and workflow
- Contextual help inside the app
- No tickets, no email queues, no waiting
- Included on Professional, Business, and Enterprise plans
How do I set up recurring invoices?
Great question! Here's how to set up recurring invoices:
1. Go to Invoices and click "Recurring Templates"
2. Click "+ New Template", select client, amount, and interval (monthly/quarterly)
3. Toggle "Auto-send" to email invoices automatically on schedule
Can I pause a recurring template?
Yes! Open the template and click "Pause". It will stop generating new invoices until you resume it. Existing invoices are unaffected.
Switch from anything in under 5 minutes
Import wizards for every major platform. Upload, preview, execute.
Upload
Export from your current tool. Upload CSV or Excel.
Preview
Dry-run shows exactly what imports — counts, totals, issues.
Go Live
One click. Idempotent. Fully reversible.
Marketing Hub — Prospect / Client Separation
Marketing Hub adds a full prospect-to-client layer on top of CherryWorks Pro — included in the Business plan, with no cross-contamination between marketing and billing records.
Contacts & Companies CRM
Track prospects and companies in their own tables, completely separate from billing clients. Tags, custom fields, activity timeline.
Campaigns & Sequences
Broadcast to a segment, or run multi-step automated outreach. Stops the moment a prospect replies or is promoted to a client.
Prospect / Client Separation
Marketing data lives in dedicated database tables — no foreign keys to your books, no cross-contamination between marketing and billing records.
Ready to run your firm the way it deserves?
Start fresh or bring your data — the guided wizard gets you live in minutes. 14-day free trial.