Features
Everything your books need, in one bright place.
Cheery Books covers the whole money cycle for a small business: getting paid, paying out, staying compliant and knowing your numbers.
Invoicing & payments
Get paid faster, without chasing.
Create estimates and invoices in seconds, send payment links, and record every payment against the right invoice so your receivables are always accurate.
- Invoices, estimates, sales receipts, credit memos and refunds
- Online card payments and shareable payment links
- Recurring invoices, customer statements and late fees
- Custom invoice styles and a customer hub with every contact
Banking
Your bank, in sync.
Connect bank and credit card accounts, review new transactions in a single feed, match them to what you already recorded and reconcile with confidence.
- Bank feeds on every plan
- Rules, deposits, transfers and checks
- Account registers and step-by-step reconciliation
- Multicurrency on Essentials and up
Expenses & bills
Spend, sorted. Bills, paid.
Record expenses as they happen, keep receipts attached, and pay vendors on schedule, with approvals when your team grows.
- Receipt capture, mileage and contractor tracking
- Bills, bill payments and check printing (Essentials+)
- Purchase orders (Plus+) and bill approval (Advanced)
- Batch transactions for big catch-up days (Advanced)
Reports & planning
Know your numbers at a glance.
All the standard reports your accountant expects, plus cash flow planning, budgets and forecasts to help you decide what is next.
- Profit and loss, balance sheet, A/R and A/P aging
- 13-week cash flow with what-if items
- Budgets and classes and locations (Plus+)
- Custom and management reports, KPIs and spreadsheet sync (Advanced)
Run the business
Tax, stock, projects and time.
The everyday tools that keep a growing business compliant and profitable.
Sales tax
Set up tax rates and agencies, apply them on every sale, see what you owe for each period and record returns and payments. Included on every plan.
Inventory
Track quantities on hand, adjust stock, and buy with purchase orders that turn into bills. Available on Plus and Advanced.
Projects
Group income, costs and time by job to see which projects actually make money. Available on Plus and Advanced.
Time tracking
Log hours with timesheets, review time activity and bill it to customers. Available on Essentials and up.
Revenue recognition & fixed assets
Recognize revenue over time and keep a register of fixed assets for cleaner books. Available on Advanced.
Workflow automation
Automate reminders and routine steps so nothing slips through the cracks. Available on Advanced.
And a little extra
Marketing, AI and teamwork.
Email & SMS marketing
Send newsletters and promotions from ready-made templates to the customers already in your books. Plus includes 2,500 emails a month; Advanced adds automations and 15,000 emails. Texts go only to contacts who agreed to receive them, during daytime hours, always with “Reply STOP to opt out.”
Cheery AI assistant
Ask questions about your books and get help where you work. Every plan includes monthly AI credits, from 30 on Simple Start to 1,000 on Advanced. Cheery AI is powered by Anthropic's Claude. Your question and the data needed to answer it are sent to Anthropic to generate the reply.
Users, roles & audit log
Invite your team and your accountant, control what each person can see, and review every change in the audit log.
See it with your own numbers.
Explore a ready-made demo company, or request an invite to try it with your own numbers.