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
Sunrise is free to get started. You can also hand over all of your bookkeeping to one of our professional bookkeepers for a monthly fee, https://sunriseapp.com/pricing/.
Free Version
Yes
Free Trial
Yes
Sunrise deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat
Deployment
- Cloud, SaaS, Web-based
- Android (Mobile)
- iPhone (Mobile)
Training
- Live Online
- Webinars
- Documentation
- Videos
Sunrise Features
Accounting Software
- API
- Access Controls/Permissions
- Accounting
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Approval Process Control
- Audit Management
- Audit Trail
- Automatic Billing
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- CPA Firms
- Compliance Management
- Credit Card Processing
- Document Storage
- Expense Claims
- Expense Tracking
- Financial Management
- Financial Reporting
- Fixed Asset Management
- For Government
- Fund Accounting
- General Ledger
- Income & Balance Sheet
- Inventory Management
- Inventory Tracking
- Invoice Management
- Mobile Access
- Multi-Currency
- Multi-Location
- Nonprofits
- Order Management
- Payroll Management
- Project Accounting
- Project Management
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Receipt Management
- Recurring/Subscription Billing
- Reminders
- Sales Tax Management
- Status Tracking
- Tax Management
- Third Party Integrations
- Workflow Management
Billing and Invoicing Software
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Billing & Invoicing
- Billing Portal
- Client Portal
- Contact Database
- Contingency Billing
- Credit Card Processing
- Customisable Branding
- Customisable Invoices
- Customisable Reports
- Customisable Templates
- Document Management
- Document Storage
- Dunning Management
- Electronic Payments
- Email Management
- Estimating
- Expense Tracking
- Financial Management
- Hourly Billing
- Invoice Creation
- Invoice History
- Invoice Management
- Invoice Processing
- Mobile Payments
- Multi-Currency
- Online Invoicing
- Online Payments
- Payment Processing
- Project Billing
- Projections
- Purchase Order Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Data
- Real Time Reporting
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Sales Tax Management
- Tax Calculation
- Third Party Integrations
- Time & Expense Tracking
- Timesheet Management
- Workflow Management
Bookkeeping Software
- ACH Payment Processing
- API
- Access Controls/Permissions
- Account Reconciliation
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Activity Dashboard
- Bank Reconciliation
- Billing & Invoicing
- Bookkeeping Services Integration
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Categorisation/Grouping
- Collections Management
- Credit Card Processing
- Customisable Templates
- Data Import/Export
- Document Storage
- Electronic Payments
- Estimating
- Expense Claims
- Expense Tracking
- Financial Analysis
- Financial Management
- Fixed Asset Management
- General Ledger
- Income & Balance Sheet
- Invoice Management
- Invoice Processing
- Mobile Access
- Multi-Currency
- Payroll Management
- Profit/Loss Statement
- Purchase Order Management
- Real Time Data
- Receipt Management
- Recurring/Subscription Billing
- Reminders
- Reporting & Statistics
- Revenue Recognition
- SSL Security
- Sales Tax Management
- Spend Management
- Tax Management
- Third Party Integrations
- Transaction History
- Vendor Management
Reporting Tools
- "What If" Scenarios
- API
- Access Controls/Permissions
- Account Reconciliation
- Accounting
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Compliance Management
- Consolidation/Roll-Up
- Customisable Reports
- Customisable Templates
- Dashboard Creation
- Data Import/Export
- Data Visualisation
- ERP
- Electronic Payments
- Expense Tracking
- Financial Analysis
- Financial Management
- Forecasting
- General Ledger
- Income & Balance Sheet
- Invoice Management
- Invoice Processing
- Monitoring
- Multi-Company
- Multi-Currency
- Planning Tools
- Profit/Loss Statement
- Projections
- Purchase Order Management
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Receipt Management
- Reporting & Statistics
- Reporting/Analytics
- Scenario Planning
- Third Party Integrations
- Visual Analytics
- Workflow Management
Sunrise Alternatives - Capterra New Zealand 2021
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Sunrise Reviews
Read all reviewsOverall rating
Average score
Ben B.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
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
Peter D.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
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
Carrie B.
-
Overall Rating4 /5
-
Ease of Use3 /5
-
Features & Functionality4 /5
-
Customer Support3 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 21/03/2021
"It suits my current needs."
Comments: I purchased a lifetime subscription to Billy via AppSumo in 2017. In 2019, Billy was acquired by Sunrise by Lendio. The transition wasn't as smooth as I would have preferred, but I'm perfectly content now.
Pros: I like keeping track of my invoices, i.e. which ones were sent, which ones are late, etc. The fact that I have customer portals now is a real bonus.
Cons: I'd love to see some of this functionality carried over to a mobile app.
Vendor Response
by Lendio on 22/03/2021
Hi Carrie, thank you for providing your feedback of Sunrise by Lendio. We are thrilled to see you are pleased with our invoicing capabilities. I'll make sure to get your feedback to our mobile team! Please feel free to reach out to [email protected] if you have any additional comments. Thank you. :)
- Reviewer Source
- Reviewed on 21/03/2021
Nate R.
-
Overall Rating3 /5
-
Ease of Use4 /5
-
Features & Functionality3 /5
-
Customer Support3 /5
-
Value for Money3 /5
-
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
Mike O.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 26/05/2020
"Great Product, Excellent Value"
Comments: 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.
Pros: 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.
Cons: 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.
Vendor Response
by Lendio on 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.
- Reviewer Source
- Reviewed on 26/05/2020
