Sunrise Accounting Application Reviews

“Good value for money

Pros

I started using this product back when it was called Billy, and since Lendio rebranded it to Sunrise, they've introduced features that have proven very helpful. The subscription feature for recurring invoices has been particularly beneficial for both my clients and me.

Cons

Editing recurring invoices can be cumbersome at times. If there are changes needed, I often end up deleting the old invoice and creating a new one to ensure it sends properly.

“Efficient and Easy to Use

Pros

I can generate detailed client quotes in minutes, complete with deadlines. Converting these quotes into invoices is seamless, and managing open invoices and updating payments is simple.

Cons

Making changes to the permanent wording on invoices can be tricky since accessing that section isn't simple. Because it's a rare task, I have to keep detailed notes on how to do it or contact support every time.

“Easy invoicing software for small business

Pros

Features like recurring invoicing, customized invoices, and automated tracking of credit card payments are invaluable.

Cons

My bank is smaller, and unfortunately, the software doesn't integrate with it.

“Great accounting software

Pros

Sunrise is easy to use, even for someone like me who isn't an accountant. It covers all the essential functionalities we need and more. The invoicing system is particularly impressive it's simple, customizable, and integrates quoting and estimating seamlessly into invoices. It also includes automated reminders and payment tracking.

Cons

It would be fantastic if we could use our own domain for sending invoices and reminders instead of @sunriseapp.com. Additionally, automating the invoicing process using a CSV file or through services like Zapier would save us considerable time. I'm unsure if these features will be offered in the future or if they're already available and I just haven't found them yet.

“Overall a Great Product

Pros

Sunrise is incredibly user-friendly and streamlines most accounting tasks. Setting it up is a breeze, and I like how easy it is to upload receipts, even from my mobile device, and link them to relevant expenses.

Cons

I'm eagerly awaiting the addition of a recurring bills feature. Like most companies, we have monthly bills that need to be paid regularly. Currently, there's no way to set up recurring expenses, so I have to manually input the same bills each month. Also, the recent issue with one of my bank account connections stopping has been frustrating. It's been over three weeks since I requested support from Sunrise, and we're still waiting for a resolution from the third-party provider.

“Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets

Pros

I highly recommend this tool for any business owner or startup looking to adopt double-entry accounting. It's the platform I turned to when I decided to get serious about managing my business finances (transitioning from spreadsheets). Organizing my chart of accounts, generating real Profit/Loss statements, handling invoices, tracking payments, and more have all been instrumental in helping me focus and expand. I originally purchased it under the name Billy, and now it's free with ongoing improvements.

Cons

There's a slight learning curve, but it's manageable. Since Lendio acquired Billy and rebranded it as Sunrise, there have been improvements, though some areas still need work. For instance, the absence of an account dashboard means I have to check each account individually for transactions or balances, which should ideally be consolidated on one page. Additionally, not being able to save report settings means I have to select my Profit/Loss report preferences each time I run it, like viewing by months for the current year.

“Good software

Pros

The software is effective, simple to navigate, and doesn't require much time to master. Its support team is top-notch, always ready to answer any questions I may have.

Cons

There's not much to dislike about the software; some features can feel repetitive, but these can be adjusted in settings.

“Simple Billing Software

Pros

Although we don't use the accounting features, we find the billing capabilities very intuitive. Creating professional invoices and instantly sharing them via email is seamless. It's simple and easy to understand.

Cons

One feature I'd like is the ability to view all invoices associated with specific products from the products overview. It would also be convenient to batch-edit products for example, adjusting pricing across selected items by a set percentage.

“Great for My Small Company

Pros

It has simplified the process of tracking my billing activities.

Cons

Sometimes, I struggle to locate buried features that I need.

“Essential software

Pros

I find this software extremely intuitive. I've never encountered any major issues with it; it consistently performs well. While I may not utilize it as extensively as others, it perfectly suits my needs. Especially during tax season, Sunrise makes handling paperwork as easy as a few clicks.

Cons

Customization has some limitations; for example, the software prompts for tax info and email invoicing, even when these aren't necessary for my business. These are minor issues, though.

“Sunrise by Lendio Review

Pros

This software is an essential component of my business. It meets my accounting needs perfectly and is reasonably priced. The support from [SENSITIVE CONTENT HIDDEN] is exemplary. Keep up the great work!

Cons

No complaints here. It's simple to use, and I wish I had discovered it sooner.

“Super Simple Bookkeeping Option for Small Nonprofit

Pros

Our team operates on a volunteer basis without the budget for expensive software or extensive training. Using Sunrise is quite intuitive, and we've quickly become proficient with the system.

Cons

It would be beneficial to have a mobile app. I recall there was once an app that allowed receipt photos, but I haven't been able to use it lately.

“Marks take

Pros

I use this software exclusively for invoicing, and it works wonderfully.

Cons

The inability to resize columns in invoices is a drawback for me.

“Great software so far, a few more features would make it incredible.

Pros

I like the software's clean design and its customization options. It's user-friendly and impresses my clients.

Cons

A mobile app would greatly simplify creating simple invoices and other tasks I've suggested to the team. Time will tell if these enhancements will be developed.

“The best bookkeeping software

Pros

It's simple and integrates smoothly with many other software applications.

Cons

I can't easily retrieve the date a payment was entered if it wasn't made directly by the customer.

“It's a great software

Pros

The invoicing features are fantastic, and overall, the software is incredibly easy to navigate.

Cons

Features like cost of goods sold, voided invoice reviews, and posting expenses are somewhat confusing and challenging to manage. Also, the software's limitation to only connect with Chase for merchant accounts is restrictive.

“Good product

Pros

This product is very user-friendly with a clean interface.

Cons

The ability to automatically add the invoice number would be a helpful addition.

“Its an excellent app for startups & entrepreneurs!

Pros

I love automating my invoicing with Sunrise each month it handles billing and transaction management seamlessly. It helps me track who hasn't paid their bills, which is incredibly useful.

Cons

While they've invited me to join their Zapier beta, I'm keen to integrate Sunrise with my all-in-one digital marketing platform, Automate CRM. This integration would streamline client signups and billing. I also believe Sunrise could benefit from embeddable payment forms; currently, I have to use Stripe, which bypasses their system.

“Great Accounting Software

Pros

Sunrise (formerly Billy) streamlined our invoicing process significantly. What used to be tedious is now effortlessly managed.

Cons

I really wish there was a mobile app to complement the website. Sometimes I need to access a client's payment history on the go, and the website isn't optimized for phones, making navigation difficult.

“Great

Pros

They provide ample opportunities for achieving excellence.

Cons

Every time I've called, the phone has been busy, but I understand.