You didn’t start a firm to run software.

Marketing Hub · Business plan

Win new clients from the same system.

Keep prospects, campaigns and follow-ups beside the work you deliver, without mixing them into your client list or your invoices.

More on Marketing Hub

Contacts and companies

Track every lead by lifecycle stage, from first touch to opportunity, with a lead score, tags and segments. Import a list from CSV, or let the chat on your website add people for you.

Campaigns and sequences

Send a one-off campaign or a multi-step sequence. A sequence stops for anyone who replies, and unsubscribes and bounces are recorded against the contact.

AI chat for your website

A chat on your own site answers visitors’ questions and adds the interested ones to the hub as leads.

Activity timeline

Every email, tag change and meeting with a contact, in order, on one record.

Kept apart from billing

Prospects live in their own records, so outreach never touches your clients, invoices or reports.

Support desk · Professional and up

Support your clients, and bill for the time.

Connect the Microsoft 365 mailbox your clients already write to. Each email opens or updates a case, and the hours spent on it go on the invoice.

More on the support desk

Cases with an SLA clock

Every case has a key, a priority, an owner and response and resolution targets for that client, counted in business hours if you choose. Replies, internal notes and logged hours all sit on the case.

Help Center

Approve a client’s email domain and anyone there signs in with a one-time link to open and follow cases. Customer Admins see every case their company has open.

Support you can bill

Hours logged on a case are ordinary time entries, so they reach the timesheet, the invoice and the payout.

Jira Service Management import

Issues come across as cases with their comments, attachments and original keys, closed cases included.

Client portalEvery plan

Clients see their invoices and pay them online, with alerts when something is overdue.

Time and expenses

Log the hours once, and use them everywhere.

Your team logs time on a weekly timesheet or with a timer, against a project or a support case. That one record feeds the invoice, the payout and the reports.

Timesheets and a timer

Fill in the week, or switch to a day or month view. Mark each entry billable or not. People submit their week, and an admin approves it or sends it back with a reason, one at a time or in bulk.

Approvals: Professional and up

Expenses and receipts

Photograph a receipt and AI reads it for you. Expense reports post to the ledger once they’re approved, and reimbursements post when you pay them.

Expense approvalsProfessional and up

Expenses wait for an admin before they post or get reimbursed.

Batch expense reportsProfessional and up

Bundle a trip’s or a month’s expenses into one report and approve them together.

Project budgetsProfessional and up

Give each project a budget in hours and keep the work inside it.

Expense analytics

Spending by category, project and person over time.

Billing

Turn approved time into invoices that get paid.

Pick a client and CherryWorks Pro builds the invoice from their unbilled hours at each person’s rate. Send it from your own mailbox and let the client pay online.

Invoices from your hours

Limit an invoice to a date range or to certain people, and group the lines by person, project, service or support case. It goes out from your Microsoft 365, Google or SMTP account with the PDF attached, to several contacts at once.

Estimates and proposals

Send an estimate, let the client approve it online, and turn it into an invoice in one step. See what’s pending, what’s been accepted and how many convert.

Card and ACH

Clients pay through Stripe, and each payment posts to the ledger by itself.

Recurring invoices

Templates for retainers and repeat work. On Professional and up they can charge the card on file.

33 currencies

Invoice each client in their own currency and report across all of them.

Custom invoice themesProfessional and up

Your own colors and layout on invoices and their PDFs.

Dunning and payment plansBusiness

Reminders that chase late invoices for you, and plans that split a large balance into instalments.

Multi-jurisdiction tax engineBusiness

The right tax rates applied for each client’s location.

Payouts

Pay your team from the hours that billed the client.

A person’s payout is the hours they logged times their cost rate. You see what you owe each person before you pay it, and they can see where their own hours stand. CherryWorks Pro tracks what’s owed; it doesn’t run payroll.

What each person is owed

Every hour carries a status: unbilled, invoiced, pending payout or paid. Pay contractors through Stripe Connect on Professional and up, or record a payment made by Zelle, ACH or check.

Employees, contractors and partners

Add each person as W-2, 1099 or corp-to-corp, with their own cost rate.

W-2 staff

Pay employees through your payroll provider, as you do today. CherryWorks Pro doesn’t withhold taxes or file payroll.

Statements and 1099s

Download a payout statement for anyone as a PDF or a spreadsheet, and run the 1099 export at year end.

Vendor 1099 managementProfessional and up

Track which vendors need a 1099 and what you paid each of them.

Automatic reimbursementsProfessional and up

Approved out-of-pocket expenses become a reimbursement payout to the person who paid.

Books and reports

The books keep up with the work.

Every plan includes a double-entry general ledger. Invoices, payments, refunds, payouts and approved expenses post their own journal entries, so month end isn’t a catch-up job.

A general ledger on every plan

A chart of accounts, journal entries posted for you or by hand, a ledger for each account and a trial balance.

19 reports, and your own

AR aging, unbilled time, WIP aging, project profitability, utilization, cash flow, payout detail and a 1099 export, among others. Build your own reports and have them emailed on a schedule.

Report builder and scheduled reports: Business

Bank feedsProfessional and up

Connect bank accounts through Stripe Financial Connections and match transactions to payments, payouts and expenses.

Month-end and year-end closeBusiness

Lock a closed month so nothing new posts into it, reopen it to make a correction, and close the year.

Multiple entitiesBusiness

Keep the books for more than one company under one login.

Dashboards for each roleBusiness

Owners, managers and team members each open to the numbers they need.

Multi-currency reporting

Revenue and receivables rolled up across every currency you bill in.

Moving in · Import wizard: Professional and up

Move in without starting over.

Bring your clients, projects, time, invoices and payments over from the system you use now. The import wizard shows you what it will create before anything is written.

See how it compares

Switching from FreshBooks, QuickBooks, Harvest, Xero, Wave, BigTime, Scoro, Paymo or Jira Service Management? Each has its own guide to the move.

Preview first

Each import runs as a dry run, so you see what it will create, and which rows it will skip and why, before you commit.

Undo if needed

If something looks wrong afterwards, an admin can roll the whole import back.

API and webhooksProfessional and up

Connect your other tools, and get a webhook when invoices, payments, clients, estimates or timesheets change.

Audit log and bulk editsBusiness

Search who changed what and when, and update many records at once.

CherryAssist

Ask how to do something and get an answer inside the app.

SSO and SAMLEnterprise

Sign in through your identity provider, with MFA required across the firm.