Sunrise is a cloud-based accounting application for small businesses and freelancers in all industries. Primary features include billing, invoicing, quote management, contact management, accounting, expense management and financial reporting.
Other features include estimate creation, discount and refund processing, bank reconciliation, bank statement import, tax management and multiple-currency support. The software enables users to create customized invoices, mail them to clients and receive online payments.
Sunrise also has a recurring invoice feature that automatically sends invoices to clients and charges their credit card. The software can add discounts when applicable and processes refunds. The tax management module automatically adds taxes depending on the client’s location. The financial reporting module generates profit and loss reports, balance sheets, tax summaries, customer statements, accounts receivable and other reports.
Pricing is per month, and mobile applications for Android and iOS devices are available. Support is offered via phone and email.
Fredy P. Especialidade: Arquitetura e planejamento Número de funcionários: 2-10 funcionários
I've been using Sunrise for sometime now, haven't had major issues with it and when I had it turned out to be a user issue :p rather than software issue and support help me clear it.
Overall really happy with it.
Is easy to use, I'm not an accountant nor have many experience in that field so being easy to use was a big advantage for us. It has the core functionalities we need and many others that I certainly don't know how to use so It should have the required features for advanced users.
The invoicing system is great, easy and customizable.
Has a quoting and estimating system that's easy to convert to an invoice, also has an easy way to send reminders about our invoices and has some automation once you get paid.
It has a bookkeeping system and loans offering but we haven't used those so no comment there.
Would be great if we could use our own domain to send the invoices, reminders etc instead of the @sunriseapp.com
I haven't found a way to automate the invoicing process, using a csv file or something like Zapier or similar to avoid the need to create each item of the invoice . That certainly would save us a lot of time.
Not sure if these will be offered later or if there's already a way to do it at this time, just haven't found them.
Resposta: Lendio 29/05/2020
Thank you, Fredy! We appreciate the kind and thorough review. Like you mentioned not everyone is an accountant. At Sunrise we strive to take the power of bookkeeping and put it into an intuitive and easy to use platform. We've taken note of your feature suggestion and we will make sure it gets in the hands of our product development team. Stay tuned for our Zapier integration going live this June. We'll make sure you are notified once is launches. Again, we appreciate you taking the time to leave a review.
Avaliador Verificado Especialidade: Serviços de informação Número de funcionários: Profissional autônomo
It helped me get organized and serious about my business accounting, which helped my business grow. And it's a great free alternative to Quickbooks Online.
This is the tool I recommend for any business owner/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, an 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.
There is a bit of a learning curve, but it's not too bad. Lendio is improving Sunrise since acquiring Billy, but there are still some areas that can be improved. There is no account dashboard, meaning you have to go into each account individually to see if there are transactions to be reconciled or to check balances (this should be visible on a single page). Also, there is no way to save report settings, so if I want to see my P/L report by months for the current year, I have to make multiple selections each and every time I run it.
Resposta: Lendio 27/05/2020
Our customer feedback is essential to how we improve the product. Thank you for providing us with your detailed review. As you mentioned, we plan to keep improving and making the tool better for our users. We have some exciting new product launches coming in June. Thank you again for your valuable input.
Nate R. Especialidade: Design gráfico Número de funcionários: 2-10 funcionários
5/10. It works, it's simple, but it doesn't give me all the option and tools that I would like when it comes to integrating and designing invoices. They just don't match up with the design scheme of my company and because of that, we have switched services, although it should be said, it's been a lot higher of a learning curve with more the complex platforms we've switched to.
A basic, fairly easy to use platform for creating and managing invoices. It's utility is fine, it does allow my clients to pay us through their invoices. It's because of this, that I give it a mediocre rating. However, I think there is room for improvement.
This app lacks the design and integration capabilities of its competitors and they seem to have been experiencing some growing pains lately. The templates are basic and allow for minimal changes in font, some color, and logo changes; that is about it though.
Our company uses sales decks to issue quotes for projects and it would be great if I could integrate billy invoices into that, however design compatibility aside, billy invoices can only be structured vertically, not horizontally, which is how our deck are orientated. We've also experienced some glitches in notifications and connections to stripe, which is the processor they use.
Resposta: Billy 21/09/2018
Thanks for your honest review. You are right that we are simpler than some of our competitors (though not any less powerful!). This is how we keep our costs low and our prices low for new entrepreneurs. It also helps small businesses who don't have accountants keep their books organized on a budget.
I am sorry that our invoice designs didn't work out for you. It sounds like you have a design focused business and I can understand the need to have even more control over how your invoices look.
Our invoice templates are clean and elegant and very customizable for most small businesses with levers for font type, color and style as well as logo placement and even background colors.
Thanks again for giving us a try and best of luck with your business!
-The Billy Team
Ben B. Especialidade: Publicidade e marketing Número de funcionários: 2-10 funcionários
Overall it’s been good. The support seems lacking as I’ve had to complain about stuff to get anywhere and usually don’t. So if I could have them improve anything it’s customer service, Zapier integrations and embedded payment forms for our websites.
I love setting my invoicing on autopilot - every month it bills my customers and manages the transactions. I can see who isn’t paying their bills, it’s great.
They still don’t have a Zapier integration yet, they recently reached out to me to be apart of their beta which is great as I want to integrate it with my all-in-one digital marketing platform Automate CRM. Doing so will streamline my signups / billing for done-for-you clients. I also think they need embeddable payment forms. Currently have to use stripe, but that bypasses their system so that won’t work for the long term. They need to get up to speed like waveapps, I’ve been checking their software out because of the limitations I’m running into.
Resposta: Lendio 13/05/2020
Hi Ben, thank you for your great feedback! As you mentioned, we are excited to start testing the integration of Zapier in Sunrise. We take user feedback very seriously and we are always looking for way to improve our product. We've relayed you support concerns to our Customer Experience (CX) team and we will do everything in our power to do better by you. Additionally, we've taken your embeddable payment forms suggestion to our Product Manager lead. If there is any update whatsoever, you will be the first to know. Thank you again for your review.
Mike O. Especialidade: Publicidade e marketing Número de funcionários: 2-10 funcionários
It's been a great system to build our billing and invoicing process on and I don't know of any others out there that are any better.
I originally started using this product when it was called Billy and since Lendio bought them out and turned it into Sunrise they have added options that have been very helpful. The best so far (for both clients and myself) is the subscription feature for recurring invoices. The software is intuitive and has more features than I actually use, but I do think using the expenses features would be great for myself and my business, I just have not set it up yet.
The editing of recurring invoices is clunky at best. If there are changes to recurring invoices I generally delete the old one and replace it with a new one because I've have several instances where an edited recurring invoice sits in the system and never sends which of course is bad for both us and the client.
Resposta: Lendio 29/05/2020
Mike, thank you for your wonderful feedback. It brings us joy to know that the software satisfies your business needs. We are always rooting for small businesses and want to make the tool as user friendly as possible. Our Product Team works hard to consistently meet and exceed our users expectations. Thank you for the feedback on the default recurring invoices. I will share this information with our team. We appreciate you taking the time to leave us a review.