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 $149.00/month.


Starting Price

$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 Software
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)

Training Software

  • Live Online
  • Webinars
  • Documentation
  • Videos

Sunrise Features

  • API
  • Access Controls/Permissions
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • 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 Software
  • Financial Reporting Software
  • Fixed Asset Management Software
  • For Government
  • Fund Accounting Software
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management Software
  • Payroll Management
  • Project Accounting Software
  • Project Management Software
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management Software
  • Third Party Integrations
  • Workflow Management Software

View full list of Accounting Software

  • API
  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customizable Branding
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Document Management Software
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management Software
  • Estimating
  • Expense Tracking
  • Financial Management Software
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing Software
  • 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 Software

View full list of Billing and Invoicing Software

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • Activity Dashboard
  • Bank Reconciliation
  • Billing & Invoicing
  • Bookkeeping Services Integration
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Categorization/Grouping
  • Collections Management
  • Credit Card Processing
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Electronic Payments
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management Software
  • Fixed Asset Management Software
  • 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 Software
  • Tax Management Software
  • Third Party Integrations
  • Transaction History
  • Vendor Management Software

View full list of Bookkeeper Software

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Accounting Software
  • 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
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization Software
  • ERP
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management Software
  • 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 Software

View full list of Financial Reporting Software

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Sunrise Reviews

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.6
Customer Service Software 4.5
Features 4.2
Value for Money 4.6

Review software

Share your experiences with other software buyers.

Write a Review!
Fredy P.
3D Visualization Artist
Architecture & Planning, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • 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
Peter D.
Owner/CEO
Automotive, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • 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.
Owner
Graphic Design Software, Self Employed
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    3 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • 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.
Director Of Operations
Graphic Design Software, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    3 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    3 /5
  • Customer Support Software
    3 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    5/10
  • 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
Ben B.
CEO & Founder
Marketing & Advertising, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • 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