Lendio Reviews
50 Review(s)
softwareOverall Rating
4.7
50 Review(s)
Rating Distribution
5
(41)
4
(6)
3
(1)
2
(1)
1
(1)
Satisfaction Score
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Overall Rating
4.7
50 Review(s)
Rating Distribution
5
(41)
4
(6)
3
(1)
2
(1)
1
(1)
Satisfaction Score
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Filters
Ratings
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Time Used
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Hassle free loan management
Hassle free loan management
Pros
It is mobile-friendly and super easy to navigate, even for those who aren't tech-savvy.
Cons
So far, I haven't encountered any issues with this app.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Charles
Publishing, 1-10 employees
More than a year
June 2024
Was good, then a huge bait and switch
Was good, then a huge bait and switch
Pros
The invoicing was fantastic, offering Stripe payment options and customizable templates. However, after Lendio's acquisition, it deteriorated.
Cons
Lendio is an awful company with terrible service. I wouldn't trust them with my financial needs.
Ease of use
5
Value for money
1
Customer Support
1
Functionality
1
Russ
Graphic Design, 1-10 employees
More than a year
September 2022
Terrible bait and switch
Terrible bait and switch
Pros
The UI was excellent before, but it's been declining recently.
Cons
My biggest gripe is with the company that now owns Sunrise and how they've treated early adopters. Lendio acquired an accounting tool originally named Billy, rebranding it as Sunrise. Initially, they ousted users outside the US and Canada, despite having paid for a lifetime license. Recently, they've started forcing early adopters to pay a monthly fee for features they already bought for a lifetime. While it may be legal, it's certainly not customer-friendly.
Ease of use
3
Value for money
1
Customer Support
1
Functionality
3
Tom
Internet, 1-10 employees
More than a year
March 2022
Perfect software and make your life easy!
Perfect software and make your life easy!
Pros
I primarily use this software in hospital settings. I was familiar with it from my previous job, and when I moved to my new job where it wasn't used initially, I noticed how useful it is for daily tasks. It simplifies life, acting as a one-stop platform instead of juggling multiple browsers.
Cons
Since I primarily manage patient records and enter data, I find there are currently only a few templates available. It would be beneficial to include more templates for different settings.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Thet Thet
Computer Software, 1-10 employees
More than a year
August 2021
It suits my current needs.
It suits my current needs.
Pros
I enjoy tracking my invoices, such as which ones were sent and which are late. The addition of customer portals is a significant advantage.
Cons
I would love to see some of these functions integrated into a mobile app.
Ease of use
6
Value for money
10
Customer Support
7
Functionality
7
Carrie
Graphic Design, 1-10 employees
More than a year
March 2021
Excellent Service
Excellent Service
Pros
Although I haven't used this daily, I appreciate the format and its straightforward usability.
Cons
I haven't used the software daily, so I can't give an answer.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ramiro
Wholesale, 1-10 employees
Less than 6 months
August 2020
Sunrise saves time and adds balance
Sunrise saves time and adds balance
Pros
I find the software incredibly intuitive, making it easy to navigate even the more complex features without much hassle. The invoicing feature, in particular, stands out as exceptionally well-designed, allowing me to create and send invoices quickly and efficiently. I truly appreciate how this feature streamlines my workflow and helps me manage my financial tasks with ease.
Cons
I can honestly say there is not a feature I dislike.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
judy
Hospital & Health Care, 11-50 employees
Less than 6 months
July 2020
Great Software for Solopreneur
Great Software for Solopreneur
Pros
Compared to other software I've tried, this one stands out as significantly more intuitive and user-friendly. Navigating through its features feels almost effortless, and it simplifies tasks that I found cumbersome with other programs. Overall, using this software has been a smoother and more pleasant experience.
Cons
I'm struggling to get payment methods to function without opting for the paid merchant option.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Angela
Marketing and Advertising, 1-10 employees
More than a year
July 2020
Excellent Customer Services and friendly use
Excellent Customer Services and friendly use
Pros
I truly admire my accountant's dedication to keeping my books meticulously up to date. Her consistent availability to answer any questions and provide timely updates has been invaluable. It's reassuring to know I can rely on her expertise and responsiveness whenever I need assistance with my financial matters.
Cons
It's user-friendly, but further adjustments are needed to manage different accounts when running invoices.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Peter
Automotive, 1-10 employees
Less than a year
June 2020
Sunrise by Lendio Review
Sunrise by Lendio Review
Pros
Lendio is very easy to use. The free version has been especially beneficial for me as a small, beginning business owner. It's provided me with all the essential tools I need to get started without any cost, making it an invaluable resource during the early stages of my business.
Cons
I find myself needing to sign in repeatedly to use the receipt capture tool. It would be great if recurring invoices could accept one-time payments.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Jacqueline
Accounting, 1-10 employees
More than a year
June 2020
Full Featured
Full Featured
Pros
It has numerous financial and bookkeeping features, and even after two years, I haven't explored half of them. I've been a member since it was called Billy.
Cons
There aren't many downsides, but if you're not a CPA or a similar professional, you probably won't use most features included in the free account.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
kevin
Marketing and Advertising, 1-10 employees
More than a year
June 2020
Great Booking Software With Service
Great Booking Software With Service
Pros
Bookkeeping is not exciting, but Sunrise makes it tolerable with impressive results.
Cons
Getting up to speed on the learning curve could be a bit smoother.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Greg
Legal Services, 1-10 employees
More than a year
June 2020
Loved by a Luddite!
Loved by a Luddite!
Pros
As a creative, low-tech individual who hand-makes jewelry for museums, many programs confuse me and add to my disorganization. Sunrise simplified my life, especially in bookkeeping and invoicing, saving me from ongoing financial struggles. Its simplicity is invaluable, and I've saved hundreds in misplaced invoices over the years.
Cons
Sometimes I encounter issues with the editing feature, though it might just be me.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Melissa
Arts and Crafts, 1-10 employees
More than a year
June 2020
Great Invoicing Software
Great Invoicing Software
Pros
The software enables me to send out professional-looking invoices.
Cons
It does exactly what it promises, so there's nothing to dislike.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Silviu
Marketing and Advertising, 1-10 employees
More than a year
June 2020
Truly make your bookkeeping easy
Truly make your bookkeeping easy
Pros
Lendio simplifies bookkeeping and helps save money, making it user-friendly enough for even a child to use.
Cons
Advanced filtering is not very intuitive, but it still performs well. Occasionally, the software takes a bit long to load.
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Paolo
Retail, 11-50 employees
Less than 6 months
June 2020
Perfect solution for a frustrating time
Perfect solution for a frustrating time
Pros
The ease of Sunrise was incredible! It relieved much of my frustration and delivered ideal results.
Cons
I can't think of any cons to mention. I'm really pleased with what I've received.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jamie
Hospitality, 1-10 employees
Less than 6 months
May 2020
Sunrise Accounting Software Makes Bookkeeping & Invoicing Fast and Efficient...
Sunrise Accounting Software Makes Bookkeeping & Invoicing Fast and Efficient...
Pros
Lendio Accounting Software works efficiently in almost any web browser and simplifies my life. No longer typing invoices, tracking payments, or worrying about status updates has boosted my efficiency and reduced my stress.
Cons
It took a while to get everything set up, and although it offers numerous features that might not all be essential for me, it does exactly what I need it to do.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Anonymous
Not Specified, 1-10 employees
More than a year
May 2020
Great For Small Businesses!
Great For Small Businesses!
Pros
This product is far simpler for the average small business owner compared to other, more expensive and complex accounting products. Everything is very intuitive and easy to understand.
Cons
I've had repeated problems integrating my bank information into the software.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Donna
Medical Devices, 1-10 employees
More than a year
May 2020
Great invoicing software
Great invoicing software
Pros
I've been using this application for a couple of years (it originally had a different name before being bought out). I appreciate how easy it is to create recurring invoices and retain client information for payment collection.
Cons
There was a sudden rebilling issue with customers, which wasn't a usual function of the invoicing tool. It's actually a useful feature, but it caught one of my clients off guard.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
John
E-Learning, 1-10 employees
More than a year
May 2020
Making Life Easier
Making Life Easier
Pros
My bookkeeper,consistently looks out for my best interests. Even though we've never met in person, he has earned my trust through his diligent work and reliable support. His commitment to managing my finances has been truly reassuring.
Cons
I have no complaints whatsoever about the software.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
David
Professional Training & Coaching, 1-10 employees
Less than a year
May 2020
Great Product, Excellent Value
Great Product, Excellent Value
Pros
I started using this product when it was called Billy. Since Lendio's acquisition and its transformation into Sunrise, they've added helpful features. The subscription feature for recurring invoices is the best so far, benefiting both clients and myself. The software is intuitive with more features than I use, though I believe the expense features would be beneficial for my business once I set them up.
Cons
Editing recurring invoices is somewhat cumbersome. When changes are needed, I typically delete the old one and create a new one because I've experienced instances where edited recurring invoices remain unsent in the system, which isn't ideal for us or the client.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Mike
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Efficient and Easy to Use
Efficient and Easy to Use
Pros
I can create detailed client quotes in minutes and add deadlines if needed. If the client approves the quote, I can easily convert it to an invoice. It's simple to track and update payments for open invoices.
Cons
Making changes to permanent wording on invoices can be frustrating because accessing this section isn't EASY. Since it's something you rarely change, it means keeping detailed notes or contacting support each time.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
John
Entertainment, 1-10 employees
More than a year
May 2020
Easy invoicing software for small business
Easy invoicing software for small business
Pros
I like the recurring invoicing, customized invoices, and automatic tracking of invoices paid by credit card.
Cons
My bank is smaller, and unfortunately, the software doesn't integrate with it.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Rebekah
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Great accounting software
Great accounting software
Pros
Although I'm not an accountant and lack extensive experience, the software's ease of use is a significant advantage. It has the core functionalities we need and many others I haven't explored, so it likely has features for advanced users. The invoicing system is excellent, easy, and customizable, with a quoting and estimating system that seamlessly converts to invoices. It also sends invoice reminders and automates payments. While I haven't used the bookkeeping system and loans offering, the other features are commendable.
Cons
It would be great to use our own domain for sending invoices and reminders instead of @sunriseapp.com. I haven't found a way to automate the invoicing process using a CSV file or tools like Zapier to avoid creating each item manually. This would save us a lot of time. I'm unsure if these features will be available later or if there's already a method, as I haven't come across them yet.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Fredy
Architecture & Planning, 1-10 employees
More than a year
May 2020
Overall a Great Product
Overall a Great Product
Pros
LENDIO is incredibly easy to set up and simplifies most accounting processes. We appreciate how easy it is to upload receipts, even via mobile, and connect them to their relevant expenses.
Cons
We're still waiting for a recurring bills feature to be added. Like most companies, we have bills that need to be paid monthly. Currently, there's no way to set up recurring expenses, so we have to input these bills manually each month. Additionally, one of my bank account connections stopped working 30 days ago, which means I can't reconcile transactions without a manual download. We've been waiting over 3 weeks for Sunrise support to reconcile this, but each time we ask for an update, they're still in contact with the third-party provider to resolve the issue.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Bridgette
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets
Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets
Pros
This is the tool I recommend for any business owner or startup for double-entry accounting. It's the tool I used to get serious about my business accounting, moving out of spreadsheets. Getting organized with a chart of accounts, a real Profit/Loss statement, invoice processing/tracking/payments, and more helped me focus and grow. I purchased it when it was known as Billy, but now it's free and improving.
Cons
Initially, there's a learning curve, but it's manageable. Lendio has been enhancing Sunrise since acquiring Billy, yet there are areas that still need improvement. Not having a central account dashboard means checking transactions and balances for each account separately, rather than on one page. It would be more convenient if report settings could be saved; currently, I have to select my P/L report settings every time I run it to view monthly data for the current year.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Anonymous
Not Specified, 1-10 employees
More than a year
May 2020
Good software
Good software
Pros
Good software. It's easy to navigate and understand. It doesn't take much time to learn the ins and outs to become proficient. The support is top-notch when I have a question.
Cons
There's not much to dislike about the software; some things can feel repetitive, but these can be adjusted in settings.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jason
Transportation/Trucking/Railroad, 1-10 employees
Less than a year
May 2020
Simple Billing Software
Simple Billing Software
Pros
I don't use the accounting features, so I focus on the billing features. It's very easy to create a professional-looking invoice and share it with the customer instantly via email. It's simple to use, straightforward, and self-explanatory.
Cons
One feature I'd find helpful is being able to view invoices associated with specific products from the product overview. It would also be convenient to bulk-edit selected products, such as applying a 2% price increase across them.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Hauke
Consumer Electronics, 11-50 employees
More than a year
May 2020
Great for My Small Company
Great for My Small Company
Pros
It has made it easier to track my billing.
Cons
Sometimes, I struggle to find buried features I need.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jennifer
Graphic Design, 1-10 employees
More than a year
May 2020
Essential software
Essential software
Pros
I find this software extremely intuitive. I've never had a significant issue with the app; it has always worked very well. While I likely do not use it as heavily as others might, it has been perfect for my needs. Especially come tax time, Sunrise makes the paperwork as simple as a few clicks.
Cons
Customization options are somewhat limited; for example, it repeatedly asks for tax information and to email invoices, which isn't necessary for my business. However, these are minor issues.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Danny
E-Learning, 1-10 employees
More than a year
May 2020
Sunrise by Lendio Review
Sunrise by Lendio Review
Pros
This software is a smart component of my business. Yup, it's essential. Yup, it's focused on my accounting needs. Yup, it's very reasonably priced. These guys do a good job, which is accentuated by the support I get from their team. Keep up the good work!
Cons
No complaints here; it's easy to use. I just wish I had discovered it sooner.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Health, Wellness and Fitness, 1-10 employees
Less than a year
May 2020
Super Simple Bookkeeping Option for Small Nonprofit
Super Simple Bookkeeping Option for Small Nonprofit
Pros
My team is all volunteer, and we don't have the resources for a lot of expensive software or training. Using Sunrise is pretty intuitive, and you can learn the system really quick.
Cons
Having an app would be convenient. I remember there used to be one for taking photos of receipts, but I haven't been able to use it.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Chelsea
Non-Profit Organization Management, 1-10 employees
More than a year
May 2020
Marks take
Marks take
Pros
I primarily use this software for invoicing, and it has proven to be highly effective. The invoicing process is smooth and reliable, consistently delivering excellent results. This tool simplifies my billing tasks and ensures everything runs efficiently.
Cons
It's frustrating not being able to resize columns in the invoices.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Mark
Entertainment, 1-10 employees
More than a year
May 2020
Great software so far, a few more features would make it incredible.
Great software so far, a few more features would make it incredible.
Pros
I love the simple design and customizability of this software. Very easy to use and a joy to show off to clients.
Cons
A mobile app would greatly simplify creating invoices and other tasks, as I've suggested to the team. Hopefully, they'll develop these features soon.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Andrew
Music, 1-10 employees
More than a year
May 2020
The best bookkeeping software
The best bookkeeping software
Pros
Lendio is simple and user-friendly, making it easy to navigate. Also, it seamlessly integrates with a wide range of other applications, enhancing its functionality and convenience.
Cons
I can't go back and check the date a payment was entered if it wasn't directly made by the customer.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Rocio
Leisure Travel & Tourism, 1-10 employees
More than a year
May 2020
It's a great software
It's a great software
Pros
The invoicing is amazing. The software is very easy to use.
Cons
Cost of goods sold is confusing and hard to manage, voided invoices can't be reviewed, and posting expenses is cumbersome. Also, we can only connect Chase merchant accounts, which limits our options.
Ease of use
10
Value for money
8
Customer Support
6
Functionality
8
Omar
Wholesale, 1-10 employees
Less than 6 months
May 2020
Good product
Good product
Pros
This product is incredibly user-friendly, featuring a clean and intuitive interface that makes navigation smooth.
Cons
The only addition I'd like is automatic addition of the invoice number.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Banu
Management Consulting, 1-10 employees
Less than a year
May 2020
Its an excellent app for startups & entrepreneurs!
Its an excellent app for startups & entrepreneurs!
Pros
I absolutely love automating my invoicing process. Every month, the software automatically bills my customers and manages the transactions seamlessly. It also provides me with clear visibility into which customers aren't paying their bills, which is incredibly helpful. It's a fantastic feature.
Cons
They still lack Zapier integration, but they've invited me to join their beta program, which is promising as I want to integrate it with my all-in-one digital marketing platform, Automate CRM. This integration would streamline sign-ups and billing for my clients. Embeddable payment forms are also needed; currently, using Stripe bypasses their system, which isn't sustainable long-term. They should catch up like Waveapps, which I'm exploring due to these limitations.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ben
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Great Accounting Software
Great Accounting Software
Pros
Lendio allowed me to streamline getting invoices out to clients. What was tedious before became very easy!
Cons
I really wish they had a companion app alongside the website. Sometimes, I need to access client payment history on the go, and the website isn't optimized for mobile and can be hard to navigate.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
David
Media Production, 1-10 employees
More than a year
May 2020
Great
Great
Pros
They are completely focused on providing me with the opportunity to excel and reach my full potential.
Cons
Every time I've called, the phone has been busy, but I understand.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Matthew
Construction, 1-10 employees
Less than a year
May 2020
Easy to use for invoicing
Easy to use for invoicing
Pros
Intuitive and easy. I also like the reports I can run for my invoicing and options for sorting information.
Cons
I used to use Billy, which allowed wire transfers without fees. Now, with a percentage fee, I don't offer that option to clients anymore.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Meredith
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Sunrise: Here comes the Sun!
Sunrise: Here comes the Sun!
Pros
It makes sending and receiving invoices and itemizing expenses seamless and easy.
Cons
I haven't encountered any issues so far.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Olu
Management Consulting, 1-10 employees
More than a year
May 2020
Perfect Solution for Small Businesses
Perfect Solution for Small Businesses
Pros
The Financial Statements produced each month are super helpful in letting me know where the business stands, and made tax season so easy and stress-free. All my income and expenses were in the right accounts and summarized for easy entry into TurboTax.
Cons
I would appreciate recurring transactions, like my mortgage payments, being automatically categorized. Also, having a mobile app for Sunrise to classify expenses as they occur would be helpful.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
8
Mark
Financial Services, 1-10 employees
Less than a year
May 2020
Great System
Great System
Pros
After being a long-time QB user, I appreciate being able to get in quickly, do what I need, and get out. I use it primarily for invoicing.
Cons
Nothing. It works perfectly for my needs.
Ease of use
10
Value for money
10
Customer Support
6
Functionality
10
shawn
Ranching, 1-10 employees
More than a year
May 2020
Great Program! Simple & Easy to Use
Great Program! Simple & Easy to Use
Pros
I like how simple this software is to use. As a former QuickBooks user, I found their system too complicated for smaller businesses and disliked its overall look. Sunrise, on the other hand, is easy and provides everything I need as a small business owner. I particularly appreciate how it integrates and matches my expenses and payments with my bank account, credit card, and invoices.
Cons
The only challenging process I've found is handling product returns and reconciling them, which is not as easy as I'd like.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Chris
Financial Services, 1-10 employees
More than a year
May 2020
Sunrise by Lendio
Sunrise by Lendio
Pros
Simplicity. It is a lot simpler than any other software on the market.
Cons
None. I genuinely like this software. I can't think of anything negative.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Cem
Construction, 1-10 employees
Less than 6 months
May 2020
Great Small Business All-in-one solution
Great Small Business All-in-one solution
Pros
The interface is easy and very accessible. Workflows and billing are simple. I don't need a professional accountant to help me get used to this software.
Cons
The interface lacks preset settings or personalization features. For instance, when viewing all my invoices, I prefer to see only the fiscal year, but the page always shows the full history, which isn't ideal.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Francis
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Multiple functions and user friendly
Multiple functions and user friendly
Pros
It's easy to set up categories for income & expenses. Very good to keep track of profit & loss on a monthly basis. I like the profit & loss and invoice feature.
Cons
I didn't find any functions that I dislike.
Ease of use
8
Value for money
8
Customer Support
10
Functionality
8
Johnson
Real Estate, 1-10 employees
Less than 6 months
May 2020
Thanks
Thanks
Pros
Easy-to-use software, very helpful, I LOVE IT!!
Cons
This software is easy to use and has helped me grow my business.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jagpal
Transportation/Trucking/Railroad, 1-10 employees
Less than 6 months
May 2020
Sunrise accounting
Sunrise accounting
Pros
This is great software if you're just starting out. Perfect for bookkeeping and invoicing.
Cons
I haven't explored all its capabilities yet, but there are some automation features I wish it had.
Ease of use
8
Value for money
10
Customer Support
7
Functionality
10
Jeff
Design, 1-10 employees
More than a year
May 2020
Filters
Sort by:
Hassle free loan management
Hassle free loan management
Pros
It is mobile-friendly and super easy to navigate, even for those who aren't tech-savvy.
Cons
So far, I haven't encountered any issues with this app.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Charles
Publishing, 1-10 employees
More than a year
June 2024
Was good, then a huge bait and switch
Was good, then a huge bait and switch
Pros
The invoicing was fantastic, offering Stripe payment options and customizable templates. However, after Lendio's acquisition, it deteriorated.
Cons
Lendio is an awful company with terrible service. I wouldn't trust them with my financial needs.
Ease of use
5
Value for money
1
Customer Support
1
Functionality
1
Russ
Graphic Design, 1-10 employees
More than a year
September 2022
Terrible bait and switch
Terrible bait and switch
Pros
The UI was excellent before, but it's been declining recently.
Cons
My biggest gripe is with the company that now owns Sunrise and how they've treated early adopters. Lendio acquired an accounting tool originally named Billy, rebranding it as Sunrise. Initially, they ousted users outside the US and Canada, despite having paid for a lifetime license. Recently, they've started forcing early adopters to pay a monthly fee for features they already bought for a lifetime. While it may be legal, it's certainly not customer-friendly.
Ease of use
3
Value for money
1
Customer Support
1
Functionality
3
Tom
Internet, 1-10 employees
More than a year
March 2022
Perfect software and make your life easy!
Perfect software and make your life easy!
Pros
I primarily use this software in hospital settings. I was familiar with it from my previous job, and when I moved to my new job where it wasn't used initially, I noticed how useful it is for daily tasks. It simplifies life, acting as a one-stop platform instead of juggling multiple browsers.
Cons
Since I primarily manage patient records and enter data, I find there are currently only a few templates available. It would be beneficial to include more templates for different settings.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Thet Thet
Computer Software, 1-10 employees
More than a year
August 2021
It suits my current needs.
It suits my current needs.
Pros
I enjoy tracking my invoices, such as which ones were sent and which are late. The addition of customer portals is a significant advantage.
Cons
I would love to see some of these functions integrated into a mobile app.
Ease of use
6
Value for money
10
Customer Support
7
Functionality
7
Carrie
Graphic Design, 1-10 employees
More than a year
March 2021
Excellent Service
Excellent Service
Pros
Although I haven't used this daily, I appreciate the format and its straightforward usability.
Cons
I haven't used the software daily, so I can't give an answer.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ramiro
Wholesale, 1-10 employees
Less than 6 months
August 2020
Sunrise saves time and adds balance
Sunrise saves time and adds balance
Pros
I find the software incredibly intuitive, making it easy to navigate even the more complex features without much hassle. The invoicing feature, in particular, stands out as exceptionally well-designed, allowing me to create and send invoices quickly and efficiently. I truly appreciate how this feature streamlines my workflow and helps me manage my financial tasks with ease.
Cons
I can honestly say there is not a feature I dislike.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
judy
Hospital & Health Care, 11-50 employees
Less than 6 months
July 2020
Great Software for Solopreneur
Great Software for Solopreneur
Pros
Compared to other software I've tried, this one stands out as significantly more intuitive and user-friendly. Navigating through its features feels almost effortless, and it simplifies tasks that I found cumbersome with other programs. Overall, using this software has been a smoother and more pleasant experience.
Cons
I'm struggling to get payment methods to function without opting for the paid merchant option.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Angela
Marketing and Advertising, 1-10 employees
More than a year
July 2020
Excellent Customer Services and friendly use
Excellent Customer Services and friendly use
Pros
I truly admire my accountant's dedication to keeping my books meticulously up to date. Her consistent availability to answer any questions and provide timely updates has been invaluable. It's reassuring to know I can rely on her expertise and responsiveness whenever I need assistance with my financial matters.
Cons
It's user-friendly, but further adjustments are needed to manage different accounts when running invoices.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Peter
Automotive, 1-10 employees
Less than a year
June 2020
Sunrise by Lendio Review
Sunrise by Lendio Review
Pros
Lendio is very easy to use. The free version has been especially beneficial for me as a small, beginning business owner. It's provided me with all the essential tools I need to get started without any cost, making it an invaluable resource during the early stages of my business.
Cons
I find myself needing to sign in repeatedly to use the receipt capture tool. It would be great if recurring invoices could accept one-time payments.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Jacqueline
Accounting, 1-10 employees
More than a year
June 2020
Full Featured
Full Featured
Pros
It has numerous financial and bookkeeping features, and even after two years, I haven't explored half of them. I've been a member since it was called Billy.
Cons
There aren't many downsides, but if you're not a CPA or a similar professional, you probably won't use most features included in the free account.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
kevin
Marketing and Advertising, 1-10 employees
More than a year
June 2020
Great Booking Software With Service
Great Booking Software With Service
Pros
Bookkeeping is not exciting, but Sunrise makes it tolerable with impressive results.
Cons
Getting up to speed on the learning curve could be a bit smoother.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Greg
Legal Services, 1-10 employees
More than a year
June 2020
Loved by a Luddite!
Loved by a Luddite!
Pros
As a creative, low-tech individual who hand-makes jewelry for museums, many programs confuse me and add to my disorganization. Sunrise simplified my life, especially in bookkeeping and invoicing, saving me from ongoing financial struggles. Its simplicity is invaluable, and I've saved hundreds in misplaced invoices over the years.
Cons
Sometimes I encounter issues with the editing feature, though it might just be me.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Melissa
Arts and Crafts, 1-10 employees
More than a year
June 2020
Great Invoicing Software
Great Invoicing Software
Pros
The software enables me to send out professional-looking invoices.
Cons
It does exactly what it promises, so there's nothing to dislike.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Silviu
Marketing and Advertising, 1-10 employees
More than a year
June 2020
Truly make your bookkeeping easy
Truly make your bookkeeping easy
Pros
Lendio simplifies bookkeeping and helps save money, making it user-friendly enough for even a child to use.
Cons
Advanced filtering is not very intuitive, but it still performs well. Occasionally, the software takes a bit long to load.
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Paolo
Retail, 11-50 employees
Less than 6 months
June 2020
Perfect solution for a frustrating time
Perfect solution for a frustrating time
Pros
The ease of Sunrise was incredible! It relieved much of my frustration and delivered ideal results.
Cons
I can't think of any cons to mention. I'm really pleased with what I've received.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jamie
Hospitality, 1-10 employees
Less than 6 months
May 2020
Sunrise Accounting Software Makes Bookkeeping & Invoicing Fast and Efficient...
Sunrise Accounting Software Makes Bookkeeping & Invoicing Fast and Efficient...
Pros
Lendio Accounting Software works efficiently in almost any web browser and simplifies my life. No longer typing invoices, tracking payments, or worrying about status updates has boosted my efficiency and reduced my stress.
Cons
It took a while to get everything set up, and although it offers numerous features that might not all be essential for me, it does exactly what I need it to do.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Anonymous
Not Specified, 1-10 employees
More than a year
May 2020
Great For Small Businesses!
Great For Small Businesses!
Pros
This product is far simpler for the average small business owner compared to other, more expensive and complex accounting products. Everything is very intuitive and easy to understand.
Cons
I've had repeated problems integrating my bank information into the software.
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Donna
Medical Devices, 1-10 employees
More than a year
May 2020
Great invoicing software
Great invoicing software
Pros
I've been using this application for a couple of years (it originally had a different name before being bought out). I appreciate how easy it is to create recurring invoices and retain client information for payment collection.
Cons
There was a sudden rebilling issue with customers, which wasn't a usual function of the invoicing tool. It's actually a useful feature, but it caught one of my clients off guard.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
John
E-Learning, 1-10 employees
More than a year
May 2020
Making Life Easier
Making Life Easier
Pros
My bookkeeper,consistently looks out for my best interests. Even though we've never met in person, he has earned my trust through his diligent work and reliable support. His commitment to managing my finances has been truly reassuring.
Cons
I have no complaints whatsoever about the software.
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
David
Professional Training & Coaching, 1-10 employees
Less than a year
May 2020
Great Product, Excellent Value
Great Product, Excellent Value
Pros
I started using this product when it was called Billy. Since Lendio's acquisition and its transformation into Sunrise, they've added helpful features. The subscription feature for recurring invoices is the best so far, benefiting both clients and myself. The software is intuitive with more features than I use, though I believe the expense features would be beneficial for my business once I set them up.
Cons
Editing recurring invoices is somewhat cumbersome. When changes are needed, I typically delete the old one and create a new one because I've experienced instances where edited recurring invoices remain unsent in the system, which isn't ideal for us or the client.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Mike
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Efficient and Easy to Use
Efficient and Easy to Use
Pros
I can create detailed client quotes in minutes and add deadlines if needed. If the client approves the quote, I can easily convert it to an invoice. It's simple to track and update payments for open invoices.
Cons
Making changes to permanent wording on invoices can be frustrating because accessing this section isn't EASY. Since it's something you rarely change, it means keeping detailed notes or contacting support each time.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
John
Entertainment, 1-10 employees
More than a year
May 2020
Easy invoicing software for small business
Easy invoicing software for small business
Pros
I like the recurring invoicing, customized invoices, and automatic tracking of invoices paid by credit card.
Cons
My bank is smaller, and unfortunately, the software doesn't integrate with it.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Rebekah
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Great accounting software
Great accounting software
Pros
Although I'm not an accountant and lack extensive experience, the software's ease of use is a significant advantage. It has the core functionalities we need and many others I haven't explored, so it likely has features for advanced users. The invoicing system is excellent, easy, and customizable, with a quoting and estimating system that seamlessly converts to invoices. It also sends invoice reminders and automates payments. While I haven't used the bookkeeping system and loans offering, the other features are commendable.
Cons
It would be great to use our own domain for sending invoices and reminders instead of @sunriseapp.com. I haven't found a way to automate the invoicing process using a CSV file or tools like Zapier to avoid creating each item manually. This would save us a lot of time. I'm unsure if these features will be available later or if there's already a method, as I haven't come across them yet.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Fredy
Architecture & Planning, 1-10 employees
More than a year
May 2020
Overall a Great Product
Overall a Great Product
Pros
LENDIO is incredibly easy to set up and simplifies most accounting processes. We appreciate how easy it is to upload receipts, even via mobile, and connect them to their relevant expenses.
Cons
We're still waiting for a recurring bills feature to be added. Like most companies, we have bills that need to be paid monthly. Currently, there's no way to set up recurring expenses, so we have to input these bills manually each month. Additionally, one of my bank account connections stopped working 30 days ago, which means I can't reconcile transactions without a manual download. We've been waiting over 3 weeks for Sunrise support to reconcile this, but each time we ask for an update, they're still in contact with the third-party provider to resolve the issue.
Ease of use
10
Value for money
8
Customer Support
8
Functionality
8
Bridgette
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets
Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets
Pros
This is the tool I recommend for any business owner or startup for double-entry accounting. It's the tool I used to get serious about my business accounting, moving out of spreadsheets. Getting organized with a chart of accounts, a real Profit/Loss statement, invoice processing/tracking/payments, and more helped me focus and grow. I purchased it when it was known as Billy, but now it's free and improving.
Cons
Initially, there's a learning curve, but it's manageable. Lendio has been enhancing Sunrise since acquiring Billy, yet there are areas that still need improvement. Not having a central account dashboard means checking transactions and balances for each account separately, rather than on one page. It would be more convenient if report settings could be saved; currently, I have to select my P/L report settings every time I run it to view monthly data for the current year.
Ease of use
9
Value for money
10
Customer Support
10
Functionality
9
Anonymous
Not Specified, 1-10 employees
More than a year
May 2020
Good software
Good software
Pros
Good software. It's easy to navigate and understand. It doesn't take much time to learn the ins and outs to become proficient. The support is top-notch when I have a question.
Cons
There's not much to dislike about the software; some things can feel repetitive, but these can be adjusted in settings.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jason
Transportation/Trucking/Railroad, 1-10 employees
Less than a year
May 2020
Simple Billing Software
Simple Billing Software
Pros
I don't use the accounting features, so I focus on the billing features. It's very easy to create a professional-looking invoice and share it with the customer instantly via email. It's simple to use, straightforward, and self-explanatory.
Cons
One feature I'd find helpful is being able to view invoices associated with specific products from the product overview. It would also be convenient to bulk-edit selected products, such as applying a 2% price increase across them.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Hauke
Consumer Electronics, 11-50 employees
More than a year
May 2020
Great for My Small Company
Great for My Small Company
Pros
It has made it easier to track my billing.
Cons
Sometimes, I struggle to find buried features I need.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jennifer
Graphic Design, 1-10 employees
More than a year
May 2020
Essential software
Essential software
Pros
I find this software extremely intuitive. I've never had a significant issue with the app; it has always worked very well. While I likely do not use it as heavily as others might, it has been perfect for my needs. Especially come tax time, Sunrise makes the paperwork as simple as a few clicks.
Cons
Customization options are somewhat limited; for example, it repeatedly asks for tax information and to email invoices, which isn't necessary for my business. However, these are minor issues.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Danny
E-Learning, 1-10 employees
More than a year
May 2020
Sunrise by Lendio Review
Sunrise by Lendio Review
Pros
This software is a smart component of my business. Yup, it's essential. Yup, it's focused on my accounting needs. Yup, it's very reasonably priced. These guys do a good job, which is accentuated by the support I get from their team. Keep up the good work!
Cons
No complaints here; it's easy to use. I just wish I had discovered it sooner.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
David
Health, Wellness and Fitness, 1-10 employees
Less than a year
May 2020
Super Simple Bookkeeping Option for Small Nonprofit
Super Simple Bookkeeping Option for Small Nonprofit
Pros
My team is all volunteer, and we don't have the resources for a lot of expensive software or training. Using Sunrise is pretty intuitive, and you can learn the system really quick.
Cons
Having an app would be convenient. I remember there used to be one for taking photos of receipts, but I haven't been able to use it.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Chelsea
Non-Profit Organization Management, 1-10 employees
More than a year
May 2020
Marks take
Marks take
Pros
I primarily use this software for invoicing, and it has proven to be highly effective. The invoicing process is smooth and reliable, consistently delivering excellent results. This tool simplifies my billing tasks and ensures everything runs efficiently.
Cons
It's frustrating not being able to resize columns in the invoices.
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Mark
Entertainment, 1-10 employees
More than a year
May 2020
Great software so far, a few more features would make it incredible.
Great software so far, a few more features would make it incredible.
Pros
I love the simple design and customizability of this software. Very easy to use and a joy to show off to clients.
Cons
A mobile app would greatly simplify creating invoices and other tasks, as I've suggested to the team. Hopefully, they'll develop these features soon.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Andrew
Music, 1-10 employees
More than a year
May 2020
The best bookkeeping software
The best bookkeeping software
Pros
Lendio is simple and user-friendly, making it easy to navigate. Also, it seamlessly integrates with a wide range of other applications, enhancing its functionality and convenience.
Cons
I can't go back and check the date a payment was entered if it wasn't directly made by the customer.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Rocio
Leisure Travel & Tourism, 1-10 employees
More than a year
May 2020
It's a great software
It's a great software
Pros
The invoicing is amazing. The software is very easy to use.
Cons
Cost of goods sold is confusing and hard to manage, voided invoices can't be reviewed, and posting expenses is cumbersome. Also, we can only connect Chase merchant accounts, which limits our options.
Ease of use
10
Value for money
8
Customer Support
6
Functionality
8
Omar
Wholesale, 1-10 employees
Less than 6 months
May 2020
Good product
Good product
Pros
This product is incredibly user-friendly, featuring a clean and intuitive interface that makes navigation smooth.
Cons
The only addition I'd like is automatic addition of the invoice number.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Banu
Management Consulting, 1-10 employees
Less than a year
May 2020
Its an excellent app for startups & entrepreneurs!
Its an excellent app for startups & entrepreneurs!
Pros
I absolutely love automating my invoicing process. Every month, the software automatically bills my customers and manages the transactions seamlessly. It also provides me with clear visibility into which customers aren't paying their bills, which is incredibly helpful. It's a fantastic feature.
Cons
They still lack Zapier integration, but they've invited me to join their beta program, which is promising as I want to integrate it with my all-in-one digital marketing platform, Automate CRM. This integration would streamline sign-ups and billing for my clients. Embeddable payment forms are also needed; currently, using Stripe bypasses their system, which isn't sustainable long-term. They should catch up like Waveapps, which I'm exploring due to these limitations.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Ben
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Great Accounting Software
Great Accounting Software
Pros
Lendio allowed me to streamline getting invoices out to clients. What was tedious before became very easy!
Cons
I really wish they had a companion app alongside the website. Sometimes, I need to access client payment history on the go, and the website isn't optimized for mobile and can be hard to navigate.
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
David
Media Production, 1-10 employees
More than a year
May 2020
Great
Great
Pros
They are completely focused on providing me with the opportunity to excel and reach my full potential.
Cons
Every time I've called, the phone has been busy, but I understand.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Matthew
Construction, 1-10 employees
Less than a year
May 2020
Easy to use for invoicing
Easy to use for invoicing
Pros
Intuitive and easy. I also like the reports I can run for my invoicing and options for sorting information.
Cons
I used to use Billy, which allowed wire transfers without fees. Now, with a percentage fee, I don't offer that option to clients anymore.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Meredith
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Sunrise: Here comes the Sun!
Sunrise: Here comes the Sun!
Pros
It makes sending and receiving invoices and itemizing expenses seamless and easy.
Cons
I haven't encountered any issues so far.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Olu
Management Consulting, 1-10 employees
More than a year
May 2020
Perfect Solution for Small Businesses
Perfect Solution for Small Businesses
Pros
The Financial Statements produced each month are super helpful in letting me know where the business stands, and made tax season so easy and stress-free. All my income and expenses were in the right accounts and summarized for easy entry into TurboTax.
Cons
I would appreciate recurring transactions, like my mortgage payments, being automatically categorized. Also, having a mobile app for Sunrise to classify expenses as they occur would be helpful.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
8
Mark
Financial Services, 1-10 employees
Less than a year
May 2020
Great System
Great System
Pros
After being a long-time QB user, I appreciate being able to get in quickly, do what I need, and get out. I use it primarily for invoicing.
Cons
Nothing. It works perfectly for my needs.
Ease of use
10
Value for money
10
Customer Support
6
Functionality
10
shawn
Ranching, 1-10 employees
More than a year
May 2020
Great Program! Simple & Easy to Use
Great Program! Simple & Easy to Use
Pros
I like how simple this software is to use. As a former QuickBooks user, I found their system too complicated for smaller businesses and disliked its overall look. Sunrise, on the other hand, is easy and provides everything I need as a small business owner. I particularly appreciate how it integrates and matches my expenses and payments with my bank account, credit card, and invoices.
Cons
The only challenging process I've found is handling product returns and reconciling them, which is not as easy as I'd like.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Chris
Financial Services, 1-10 employees
More than a year
May 2020
Sunrise by Lendio
Sunrise by Lendio
Pros
Simplicity. It is a lot simpler than any other software on the market.
Cons
None. I genuinely like this software. I can't think of anything negative.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Cem
Construction, 1-10 employees
Less than 6 months
May 2020
Great Small Business All-in-one solution
Great Small Business All-in-one solution
Pros
The interface is easy and very accessible. Workflows and billing are simple. I don't need a professional accountant to help me get used to this software.
Cons
The interface lacks preset settings or personalization features. For instance, when viewing all my invoices, I prefer to see only the fiscal year, but the page always shows the full history, which isn't ideal.
Ease of use
10
Value for money
10
Customer Support
9
Functionality
9
Francis
Marketing and Advertising, 1-10 employees
More than a year
May 2020
Multiple functions and user friendly
Multiple functions and user friendly
Pros
It's easy to set up categories for income & expenses. Very good to keep track of profit & loss on a monthly basis. I like the profit & loss and invoice feature.
Cons
I didn't find any functions that I dislike.
Ease of use
8
Value for money
8
Customer Support
10
Functionality
8
Johnson
Real Estate, 1-10 employees
Less than 6 months
May 2020
Thanks
Thanks
Pros
Easy-to-use software, very helpful, I LOVE IT!!
Cons
This software is easy to use and has helped me grow my business.
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Jagpal
Transportation/Trucking/Railroad, 1-10 employees
Less than 6 months
May 2020
Sunrise accounting
Sunrise accounting
Pros
This is great software if you're just starting out. Perfect for bookkeeping and invoicing.
Cons
I haven't explored all its capabilities yet, but there are some automation features I wish it had.
Ease of use
8
Value for money
10
Customer Support
7
Functionality
10
Jeff
Design, 1-10 employees
More than a year
May 2020