Feature Showcase
20 features. One scroll. See exactly how CherryWorks Pro runs a firm — from the first time entry to the last 1099.
Week, month, and day views. Floating timer. One-click cell entry. Every hour accounted for.
Weekly Timesheet
Mar 23 – Mar 29, 2026
From billable hours to cash collected. Multi-currency, Stripe integration, PDF export.
Invoice #CW-2026-048
Date: March 29, 2026
Bill To:
Client Account #4821
Due: April 28, 2026
19 built-in reports. Revenue, AR aging, utilization, profitability — export anything.
Reports Library
6 categories · All exportable to PDF & CSV
Revenue by Month (6 months)
Top Reports
Report Categories
20 Reports · PDF & CSV Export
Your entire business at a glance. Real-time KPIs, revenue trends, and team utilization.
Revenue MTD
$47,850
Collected
$38,200
Outstanding
$12,650
Utilization
91%
Revenue Trend (6 months)
Team Utilization
Managers review, approve, or reject timesheets before invoicing. Full audit trail.
Week of Mar 23–29, 2026
Pending ApprovalsAva Morgan
UX Designer
Client Alpha — Brand Refresh
38h billable · 3.5h internal · 41.5h total
James Smith
Full-Stack Developer
Client Beta — API Integration
40h billable · 2h internal · 42h total
Rosa Torres
Project Manager
Client Gamma — Cloud Migration
36h billable · 4h internal · 40h total
Maya Patel
Data Analyst
Client Alpha — Brand Refresh
18.5h billable · 0h internal · 18.5h total
Total: 142h · 132.5h billable · 93.3% billable rate
Automatic payout creation, multi-rail payments, and year-end 1099 generation.
Team Payouts
YTD Summary · Tax Year 2026
Total YTD
$284,750
Create professional estimates, send to clients for approval, and convert to invoices with one click.
EST-2026-012
Web App Redesign · Acme Corp
Created Mar 15 · Valid until Apr 30, 2026
Activity
Branded portal where clients view invoices, make payments, and track overdue balances.
Client Portal
Acme Corporation
3 Active ProjectsInvoices
INV-2026-053
Mar 15
INV-2026-048
Mar 01
INV-2026-058
Mar 29
INV-2026-061
Apr 5
Account Summary
Outstanding Balance
$10,350.00
Last Payment
$8,200.00 on Mar 15
Total Paid YTD
$34,850.00
Recent Activity
Upload receipts, categorize, submit for approval, and track reimbursements.
Recent Expenses
JetBlue Airways
Travel
Adobe Creative Cloud
Software
Conference Room Rental
Office
Client Dinner
Meals
Office Supplies
Office
By Category
Total This Month
$3,132.50
3 approved · 2 pending
Upload a receipt photo or PDF. AI extracts every field instantly.
THE CAPITAL GRILLE
155 E 42nd St, New York, NY
(212) 953-2000
AMEX ****3019
THANK YOU FOR DINING WITH US
Uploaded Receipt
AI-Extracted Data
98% ConfidenceVendor
The Capital Grille
Date
March 18, 2026 · 7:42 PM
Category
Meals & Entertainment
Amount (Total)
$168.28
Tax
$11.08
Payment Method
Corporate Amex ****3019
Onboarding wizard adapts to worker type — 1099, W-2, or Corp-to-Corp. Five steps to a fully configured team member.
Onboarding Wizard
Step 3 of 5 — Rate Setup
Bill Rate
$175.00/hr
Cost Rate
$125.00/hr
Overtime Multiplier
1.5x
Effective Date
Apr 1, 2026
Team Composition
Total: 13 members · $0 per seat — unlimited users included
Clients pay online via Stripe Checkout or ACH bank transfer. Instant reconciliation.
Invoice
#CW-2026-053
Stripe Checkout
PCI-DSS Level 1 Certified
Payment Confirmed
$8,200.00 received · Mar 15, 2026
Double-entry accounting that runs itself. Journal entries auto-post from financial events.
Journal Entries
March 2026
Import bank statements. AI auto-matches transactions to invoices, payments, and payouts.
47 of 52 Transactions Auto-Matched
March 2026 · Chase Business Checking ****8847
Bank Transactions
Deposit — Wire Transfer
Mar 08
Deposit — ACH Payment
Mar 10
Withdrawal — Payout
Mar 14
Deposit — Stripe Checkout
Mar 18
Withdrawal — Expense Reimb.
Mar 22
Deposit — ACH Payment
Mar 25
CherryWorks Pro Matches
Payment — Invoice #CW-2026-048
Payment — Invoice #CW-2026-053
Payout — J. Smith (1099)
Payment — Invoice #CW-2026-057
Expense Reimb. — A. Morgan
Payment — Invoice #CW-2026-061
Invoice in 30+ currencies. Automatic exchange rate lookup. Clients pay in their local currency.
Berlin Digital GmbH
≈ $12,785.00 USD at 0.9215
Live Exchange Rates
30+ currencies supported · Rates update hourly
Import from 8 platforms. Upload, preview with dry-run, execute with one click. Full rollback if anything goes wrong.
Import Progress
Preflight Validation
47
312
2,488
289
18
156
3
0
Dry Run Results
3,310 records ready · 3 duplicates to skip · 0 errors
Full rollback available for 30 days
Your operational command center. See what needs attention right now — overdue invoices, pending approvals, and team health.
Mission Control
Real-time operational overview
Revenue MTD
$47,850
Collections Rate
94.8%
Open AR
$23,891
Team Utilization
91%
Action Items
Quick Actions
AI-powered help assistant. Ask any question about CherryWorks Pro and get instant, accurate answers.
CherryAssist
AI Help Assistant
You
How much does Acme Corp owe us?
CherryAssist
Acme Corp · 2 Outstanding Invoices
Total outstanding: $23,950.00. Would you like me to send a payment reminder?
You
Yes, send a reminder for the overdue one
CherryAssist
Done! Payment reminder sent to Acme Corp for INV-2026-052 ($8,750). I've also scheduled a follow-up for Apr 15 if unpaid.
Connect CherryWorks Pro to any tool. REST API, webhook events, and Zapier-ready.
Integration Hub
Webhook Event Log
API Keys
Production API
cwp_prod_****8f3a
Used 2 min ago
Staging API
cwp_stg_****2c91
Used 1 day ago
Connected Services
Quick Stats
847
Events this month
99.8%
Delivery rate
142ms
Avg latency
A full prospect-to-client layer on top of CherryWorks Pro — no cross-contamination between marketing and billing records.
Marketing prospects and companies, completely separate from your billing clients. Tags, custom fields, and an activity timeline.
Broadcast campaigns to a segment, or run multi-step automated sequences. Stops the moment a prospect replies or is promoted.
Marketing data lives in dedicated database tables — no foreign keys to your books, no cross-contamination between marketing and billing records.
CherryWorks Pro is designed to be accessible to all users, regardless of ability.
Every action accessible via keyboard shortcuts and tab navigation
ARIA labels and semantic HTML throughout the entire platform
WCAG 2.1 AA compliant color contrast on all interactive elements
Fully functional on desktop, tablet, and mobile devices
Explore every feature above — then see how CherryWorks Pro fits your team.