Lendio

RATING:

4.51

(213)

What is Lendio?

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 c...

read more
FrontRunner 2022
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.
Sunrise dashboard screenshot
Slide 1 of 2

How much doesLendio Cost?

Price starts from $19.99 per month

Sunrise is free to get started. You can also upgrade to Sunrise Plus to unlock additional discounts on merchant processing fees for invoici... read more

Free trial: available

Free version: available

What Features doesLendio offer?

Top Lendio features and user ratings for each are:

Activity Tracking
Approval Process Control
Audit Trail
Automatic Billing
Bank Reconciliation
Client Portal
Compliance Management
Contact Database
Core Accounting
Customizable Branding
Customizable Invoices
Data Visualization
Financial Reporting
Hourly Billing

What Deployment Options doesLendio offer?

Lendio offers the following deployment options:

Cloud, SaaS, Web-Based
iPhone (Mobile)
Android (Mobile)

Lendio does not offer:

Windows (Desktop)
Chromebook (Desktop)
Mac (Desktop)
Linux (Desktop)
iPad (Mobile)
Windows (On-Premise)
Linux (On-Premise)

Lendio Reviews

Overall Rating

4.51

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for Lendio

1 - 5 of 212 Reviews

John

1 employee

More than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed May 2021

Great invoicing software

OVERALL RATING

5
User Profile

Greg

Verified reviewer

1 employee

Legal Services

More than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed June 2020

Great Booking Software With Service

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

4.0

FUNCTIONALITY

4.0

Ease of use. Always on top of revenue and expenses.

PROS

Bookkeeping is not a sexy task, but Sunrise makes it bearable. And, the results are impressive.

CONS

Getting up to speed on the learning curve could be a little better.

Reasons for switching to Lendio

Better solution.

Vendor Response

You couldn't have said it any better, Greg. There are probably a million other things you'd like to do. But, bookkeeping is a necessary evil. We are so happy you find it user-friendly and accomplishes what you set out to do. We try to make is pleasant as possible. Thank you for your glowing review.

Replied June 2020

Mike

2-10 employees

Marketing and Advertising

More than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed May 2020

Great Product, Excellent Value

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

CUSTOMER SUPPORT

5.0

FUNCTIONALITY

5.0

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.

Reasons for switching to Lendio

I got an intro offer and wasn't really thrilled with the FreshBooks system anyway, so the timing was good.

Vendor Response

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.

Replied May 2020

Matthew

2-10 employees

Marketing and Advertising

Less than 6 months

Reviewed June 2017

Customer service was terrible. Very frustrating. Tried hard to make it work for several days

OVERALL RATING

1.0

EASE OF USE

1.0

VALUE FOR MONEY

3.0

CUSTOMER SUPPORT

1.0

FUNCTIONALITY

1.0

PROS

Looks pretty. Wish I could have used it. Looks amazing from the surface. Customer support was terrible.

CONS

I don't know WHEN I have more frustrated with a companies 'service'. VERY frustrated. I was excited about this deal and jumped right on it. I tried syncing with my Cap One Spark business account (from my phone) and it didn't work so I emailed asking if this really wasn't an option. I got a list of 9501 banks emailed to me NOT in alphabetical order. What am I supposed to do with that? I tried the chat option and explained when I added my cap one account it pulled in my PERSONAL banking details and not my business accounts which made no sense. They told me to talk to cap one, which I did. Then I tried adding my business account info again and it kept reverting back to my previously synched personal accounts. Frustrating. So I went ahead and added my personal bill account and then deleting it and hoping that would work. Nope. I tried calling over and over and it was always busy. They take forever to respond on chat and were not helpful at all. I finally got ahold of them and they said they dont have phone support. Free support Email: support@billyapp.com Phone: (800) 241-7365 Help center: www.billyapp.com/support That's right on the dashboard when new users sign in. I get ahold of them via chat and Joshua suggesting 'bombing' the account and starting over which I did. He said 24 hours later I could try again and hopefully it would work that time. Even though nobody did anything to help it work the next time but maybe so. Here we are over 24 hours later and, of course, it pulls up my personal (not business) info. I give up. Incredibly frustrated by the terrible response, being sent a list of 10k sites to dig through, being given a number they DON'T answer, having chat and not being very available.

Bernard

2-10 employees

Printing

Less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Reviewed April 2020

Power user

OVERALL RATING

5.0

EASE OF USE

5.0

VALUE FOR MONEY

5.0

FUNCTIONALITY

4.0

Totally happy with the software. Hope to see Payroll implementation soon and maybe booking capability.

PROS

Since day one I was able to quickly get set up and running the first day. The UI is simple yet intuitive and has may build in options that usually would come as a premium.

CONS

The only drawback for my company is the the inability to run payroll. That's it!

Reason for choosing Lendio

A rep called me and told me about the software.

Reasons for switching to Lendio

Xero cost more and they dropped payroll.

Vendor Response

Thank you, Bernard, for your wonderful 5-star review. 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 will loop in our Product Development team to your suggestion regarding payroll. We know payroll functionality is on their list of priorities. Wishing you success and growth with your business.

Replied April 2020