Integrations
Your mailbox, your Stripe account, your bank.
CherryWorks Pro sends from the email address your clients already know, takes payments and pays your team through Stripe, reads your bank feed, and talks to your own systems through an API and webhooks.
Invoices, estimates and case replies go out from your firm’s own mailbox, so clients see your address, not ours.
Microsoft 365
Connect a Microsoft 365 mailbox with Microsoft’s own sign-in. Mail is sent through Microsoft Graph from that mailbox.
Inbound email-to-case works with Microsoft 365 mailboxes only.
Gmail and Google Workspace
Connect a Gmail or Google Workspace mailbox with Google’s sign-in and send from it.
Any SMTP server
Point CherryWorks Pro at your mail provider’s SMTP server. The password is encrypted before it is stored.
Payments and banking
Money moves through Stripe. CherryWorks Pro records what happened in your ledger.
Stripe payments
Clients pay invoices by card or ACH on Stripe’s hosted checkout page, and each payment posts to your ledger.
Stripe Connect payouts
Professional and up
Pay contractors what their hours have earned through Stripe Connect, or record a payment you made another way.
Bank accounts
Professional and up
Link US bank accounts through Stripe Financial Connections to pull in transactions and balances, then match deposits and charges to your invoices, payments and expenses.
Moving in
Bring your history with you instead of starting from a blank account.
Imports from eight platforms
Professional and up
Import from FreshBooks, QuickBooks, Harvest, Xero, Wave, BigTime, Scoro and Paymo. You see a preview before anything is written.
These are file imports. There is no live, two-way sync with QuickBooks or any other accounting system.
Jira Service Management
Professional and up
Import your Jira Cloud support issues with an Atlassian API token. Comments, attachments and original keys come across, closed issues included.
For developers
Connect your own tools directly. An admin creates the API keys and webhook endpoints.
REST API
Professional and up
Read clients, invoices, payments, projects, time entries and your team, and create clients, invoices, projects and time entries, under /api/v1 with an API key. The OpenAPI description is published at /api/docs.
Webhooks
Professional and up
Get a request to your endpoint, signed with HMAC-SHA256, when something happens in your account. Failed deliveries are retried.
Events: invoice.created, invoice.sent, invoice.paid, payment.received, client.created, estimate.sent, timesheet.submitted, timesheet.approved, timesheet.recalled.
Marketing Hub · Business plan
Prospects stay apart from billing.
Contacts, companies, tags, segments, campaigns and email sequences live in their own tables, separate from the clients you bill. A prospect becomes a client only when you convert them.
Asked for, not built yet
Zapier · Slack · Microsoft Teams · HubSpot · Google Sheets · Notion · Live QuickBooks Online sync
Tell us which one you need. Requests decide what gets built next.
Connect your own mailbox and Stripe account in the trial.
The trial runs on Professional, which includes the REST API, webhooks, imports and bank feeds.
14 days on Professional. You won’t be charged until day 15 · Cancel anytime