Who Uses Sunrise?
Designed for freelancers, entrepreneurs and small businesses to manage expenses & cashflow, financial reports, billing and invoicing, quotations and more.
What Is Sunrise?
Cloud-based bookkeeping tool to streamline finance & accounting, tax assistance & preparation, documentation, expense tracking & more.
Sunrise Details
Lendio
https://www.lendio.com/
Founded 2011
Sunrise pricing overview
Sunrise has a free version and offers a free trial. Sunrise paid version starts at US$149.00/month.
Starting Price
US$149.00/month
Pricing Details
Growing plan -$299/mo Corporate plan- $499/mo
Free Version
Yes
Free Trial
Yes
Sunrise deployment and support
Support
- Business Hours
- Online
Deployment
- Cloud, SaaS, Web
Training
- Live Online
- Webinars
- Documentation
Sunrise Features
Accounting Software
- Accounts Receivable
- Bank Reconciliation
- Billing & Invoicing
- CPA Firms
- Expense Tracking
- Fixed Asset Management
- Fund Accounting
- Government
- Nonprofits
- Payroll Management
- Project Accounting
- Purchase Orders
- Tax Management
Billing and Invoicing Software
- Billing Portal
- Contact Database
- Contingency Billing
- Customisable Invoices
- Dunning Management
- Hourly Billing
- Mobile Payments
- Multi-Currency
- Online Invoicing
- Online Payments
- Payment Processing
- Project Billing
- Recurring/Subscription Billing
- Tax Calculator
Bookkeeping Software
- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- Billing & Invoicing
- Bookkeeping Services Integration
- Cash Management
- Collections
- Expense Tracking
- Fixed Asset Management
- General Ledger
- Payroll Management
- Revenue Recognition
- Spend Management
- Tax Management
Financial Reporting Software
- "What If" Scenarios
- Access Controls/Permissions
- Audit Trail
- Balance Sheet
- Budgeting/Forecasting
- Cash Management
- Consolidation/Roll-Up
- Data Import/Export
- General Ledger
- Multi-Company
- Profit/Loss Statement
Sunrise Alternatives - Capterra New Zealand 2021
More Sunrise alternatives
Sunrise Reviews
Read all reviewsOverall rating
Average score
Ben B.
-
Overall Rating5 /5
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Ease of Use5 /5
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Features & Functionality5 /5
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Customer Support5 /5
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Value for Money5 /5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 11/05/2020
"It’s an excellent app for startups & entrepreneurs!"
Comments: 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.
Pros: 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.
Cons: 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.
Vendor Response
by Lendio on 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.
- Reviewer Source
- Reviewed on 11/05/2020
Fredy P.
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Overall Rating5 /5
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Ease of Use5 /5
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Features & Functionality5 /5
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Customer Support5 /5
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Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 21/05/2020
"Great accounting software"
Comments: 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.
Pros:
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.
Cons: 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.
Vendor Response
by Lendio on 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.
- Reviewer Source
- Reviewed on 21/05/2020
Nate R.
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Overall Rating3 /5
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Ease of Use4 /5
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Features & Functionality3 /5
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Customer Support3 /5
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Value for Money3 /5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 17/09/2018
"Simple Invoicing"
Comments: 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.
Pros: 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.
Cons: 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.
Vendor Response
by Billy on 21/09/2018
Hi Nate,
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
- Reviewer Source
- Reviewed on 17/09/2018
Verified Reviewer
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Overall Rating5 /5
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Ease of Use4 /5
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Features & Functionality4 /5
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Customer Support5 /5
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Value for Money5 /5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 21/05/2020
"Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets"
Comments: 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.
Pros: 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.
Cons: 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.
Vendor Response
by Lendio on 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.
- Reviewer Source
- Reviewed on 21/05/2020
Peter D.
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Overall Rating5 /5
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Ease of Use5 /5
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Features & Functionality5 /5
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Customer Support5 /5
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Value for Money5 /5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 15/06/2020
"Excellent Customer Services and friendly use"
Comments: I am very happy with the Services
Pros: I do appreciate my accountant follow up and keeping my books very updated, she is available all time to respond to any question and updates
Cons: friendly use, but more changes are need to adjust different accounts in running the Invoices
Vendor Response
by Lendio on 16/06/2020
Hi Peter, thank you for your wonderful feedback. We strive to assist business owners in the best way possible. This means making our tool intuitive and easy to use. Our goal is to simplify bookkeeping, so anyone can understand the health of their business. We are thrilled to hear that your bookkeeper has earned your trust to efficiently and effectively manage your books. Thank you for being a member of Sunrise, we appreciate your review.
- Reviewer Source
- Reviewed on 15/06/2020
