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Frontrunner 2021
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.
What is Sunrise?
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 ... read more
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User Review Highlights
4.52
212 Reviews
Ease-of-use
out of 5Customer Support
out of 5Value for money
out of 5Functionality
out of 5"Sunrise is extremely easy to set up and simplifies most accounting processes. We love how easy it is to upload receipts, even via mobile, and connect them to their relevant expense."
"I love the simple design and customizability of this software. Very easy to use and is a joy to show off to clients."
"The orientation and customer support are also outstanding."
"The email receipts does not work effectively when trying to see the scanned receipts detail, making it difficult to match correctly. The monthly fee is to high if your needing a book keeper."
"The inability to resize columns in the invoices."
"I dislike that it has not been intergrated with PayPal yet."
Read user reviews
How much does Sunrise cost?
Sunrise is free to get started. You can also upgrade to Sunrise Plus to unlock additional discounts on merchant processing fees for invoicing, and machine learning to auto-categorize your business expenses, https://sunriseapp.com/pricing/.
Starting price
$19.99 per month
Free trial
Available
Free version
Available
Which features does Sunrise offer?
Core features:
Activity TrackingApproval Process ControlAudit TrailAutomatic BillingBank ReconciliationClient PortalCompliance ManagementContact DatabaseCore AccountingCustomizable BrandingShow more features +
Other Top Recommended Accounting Software
How easy is Sunrise to use and deploy?
Sunrise supports multiple deployment options, including: Cloud, SaaS, Web-based, iPhone, Android.
4.52/5 out of 212 Reviews
Showing 1 - 5 of 212 reviews
John
Company size: 1 employee
Time used: 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.
May 2021
Great invoicing software
Ben
Verified reviewer
Company size: 2-10 employees
Industry: Marketing and Advertising
Time used: 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.
May 2020
It’s an excellent app for startups & entrepreneurs!
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.
Reasons for choosing Sunrise
Because they gave me a deal I couldn’t refuse. At the time I didn’t really know the difference, and I believe waveapps is newer so that wasn’t available at the time. I’m strongly looking at waveapps now because of the lack of integrations and really need payment forms I can embed, I feel I could bandaid the solution with Zapier if they come out with the integration soon.
Response from Lendio
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.
Replied May 2020
Fredy
Verified reviewer
Company size: 2-10 employees
Industry: Architecture & Planning
Time used: 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.
May 2020
Great accounting software
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.
Reasons for choosing Sunrise
I might be biased as I got a special offer from a time when Sunrise had a different name but also had a similar offering from the software above and decided to stay with Sunrise due to features, ease of use and interface. They all offered similar features but still got a better value from Sunrise.
Reasons for switching to Sunrise
Not that there was anything wrong with them but they removed the Stripe integration to process payments and implemented their own, not a big deal but we didn't want to change that as we use stripe on different places and wanted to keep all together.
Response from Lendio
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.
Replied May 2020
Nate
Verified reviewer
Company size: 2-10 employees
Industry: Graphic Design
Time used: Less 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.
September 2018
Simple Invoicing
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.
Response from Billy
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
Replied September 2018
Carrie
Company size: 1 employee
Industry: Graphic Design
Time used: More than 2 years
Review Source: Capterra
This review was submitted organically. No incentive was offered
March 2021
It suits my current needs.
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.
Response from Lendio
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 support@sunriseapp.com if you have any additional comments. Thank you. :)
Replied March 2021
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