Lendio Reviews

I love how easy it is to use. As a former quickbooks user, I was tired of how complicated they were for smaller businesses and just didn't like the look of it overall. Using Sunrise is very simple and has everything I need as a small business owner. I love how it integrates and matches my expenses and payments with my bank account, credit card and invoices.

The only process I found difficult was when I have made a return of a product. Trying to reconcile that was not as simple as I feel it could be.

The ability to populate the data in a time right now accurately and time is super important. This has been very helpful

so far so good. I am constantly looking for faults. I would like to see the mobile application much more user friendly and accessible.

The UI used to be good, but it's been going downhill recently.

What I like the least is the company that currently owns Sunrise and the way they have been treating early adopters... Lendio acquired an accounting product originally called Billy, and renamed it Sunrise. First, they kicked out all the users outside the US and Canada (despite them paying for a lifetime license). Over the past few months they have started forcing early adopters to pay monthly for a product they already purchased a lifetime license to. It would be fine to charge for new features, but they are forcing users to pay for already existing features (e.g. you can't modify your existing invoice templates without paying again, for example, nor sync transactions with PayPal, and more).

I'm sure this is legal and all, but it's not a nice way to treat customers... 👎

[SENSITIVE CONTENT HIDDEN] is my bookkeeper and he is always looking out for me. I have never met [SENSITIVE CONTENT HIDDEN], but he has earned my trust.

I have no complaints about the software.

For the first time in 20+ years accounting is not a frustrating and overly expensive task. Billy has provided my companies a easy to use and nearly complete solution that does not cost a fortune or hold me hostage. Using Billy has saved me countless hours each month for the past 18 months. It's streamlined and logical workflows, dead simple invoicing, and reasonable fees make Billy a real winner for small business.

The only gotcha with Billy is their integration with PayPal accounts is not as clean as it could be. The company is on the right track and should have this issue resolved shortly. The support team at Billy has been fantastically helpful and understanding. They not only know accounting, they know how to help people.

This tool was previously called Billy, but since Lendio bought it they changed the name to Sunrise. Not just the name changed, customer support improved a lot and the tool have more options.

It's worth nothing that this tool will only working for people that are US-based. The double entry booking is the same used by Quickbooks and software like it.

It's possible to attach receipts, invoice customers and charge them using Stripe, Square, PayPal and other payment gateways.

It's a very powerful app, yet, simple

It would be nice to see recurring payments, a set and forget to charge customers that are on subscriptions. Support told me they will add it soon!

Billy provides a simple solution for accounting that is specifically designed for freelancers and agencies. It has a great user interface and is very easy to use. It is solid and I have never had a problem with.

The fact that key features have taken so long to evolve. I am talking about no PayPal integration and the fact that bank syncing has only just arrived in my country. The most annoying thing is that whilst key features are lagging behind the team are investing users money in having season Billy logos designed, which quite frankly is ridiculous. Their community management needs work as well.

What I like the most about Billy is the ease of use. It's simple to get started and get your bank accounts set up and create invoices, quotes, etc.

What I like the least about this software is that I have two businesses that I use Billy with and because it's cloud based I have to log into two differnt accounts, one with chrome and the other with firefox. It makes it complicated if you have more than one business as you will need different log-ins and subscriptions. It would be awesome if they could expand it to contain multiple businesses with the ability to simply click on the business name and change to another business.

Billy has such a memorable name yes, it is for billing. I love the ease of creating invoices and Billy does the hard job of accounting and tracking. Plus,

New features are rolling out too slow. Perhaps, I live in a place where there is no sale tax. However, the invoices created by Billy must include a lot stating Tax = 0 dollar in the past which just was got rid of lately.

I find the software very simple and basic. It does exactly what I need it to, with no complications or awkward stuff. That being said i am an accountant and I know what I'm doing - might be a little bit too basic for a total beginner....

Billy is still very much in start up phase, and not everything works exactly as I would want yet, although I think they are heading in the right direction. Over the last six weeks or so I finally managed to connect my bank account nd transfer transactions automatically - once I manage to connect my Paypal account too I will be in heaven

The best thing about Billy is the ease of use. Now usually ease of use means "it doesn't do much."
WRONG, this is a powerful bookkeeping program. I recommend it to all my clients. You could invest more in other programs, spend time trying to figure them out, set it up wrong, pay a consultant and then only use a small portion of it, but with Billy you can do it all. (If you want they have a list of accountants and bookkeepers who use Billy and can help - but you won't need their help.)

The other big PRO is that this software is rapidly and constantly improving.

Additionally, they have a community of users who are very active in helping one another. This community also provides suggestions on how the software can improve and Billy listens. Go ask for improvements with any competing accounting software packages and you'll find you're wasting your time. Billy listens and then acts.

Bottom Line: If you are an entrepreneur you don't want to waste time or money get Billy. You don't want your employees to waste time or money get Billy. If you want to keep track of your money get Billy. If you have time or money to waste get some other program and THEN when that doesn't work like you wanted it to get Billy.

The one thing that I like least about Billy is that they don't connect with every bank. Granted, I use a small regional bank, but it is my bank and I get special treatment at my bank. I'm not going to give up Billy just because it doesn't (yet) interact with my bank.

Ease of use. The interface is easy and very accessible. Workflows and billing are simple. I don't need a professional accountant to help me get used to this software.

Pre-set settings or personalization features a bit lacking in the interface. For example, if I am looking at all my invoices, I want to see the fiscal year only. But whenever I go to that page, it shows me the full history of things which I don't prefer.

I mainly use this software in hospital settings. I have been familiar with this software since my previous job. Then, I moved to this new job where they were not using this when I joined them. So I know how this was different and how this is useful in day to day basic. Literally they are making your life easier ..it kind of like the platform you can access all at one stop rather than opening multiple browsers to get them.

As I'm mainly used for seeing patient records, enter the data, there are only a few template available right now. It'd be better if you add more template for different settings.

It’s easy to use, allowing the use of many features or just a few without affecting the overall end result.

There was a change recently made where now you can’t approve an invoice without sending it to the customer first.

I love the simple design and customizability of this software. Very easy to use and is a joy to show off to clients.

A mobile app would make simple invoices ten times easier, and also a few others that I have recommended to the team. Only time will tell if they end up being developed.

- Quick, easy to use interface
- Really easy to match imported transactions, even with foreign currencies
- Easily account for transfer fees, unlike other accounting software
- Handles multi-currency well, other than one fairly significant thing (see con list)

- exchange rate for foreign currency transactions is based on date of input, not date of transaction (this can be a big deal when reporting your taxes. Definitely let your accountant know)
- having issues with a certain bank feed
- can only have one live Paypal feed, meaning you can't associate different Paypal currencies with different accounts

I love that I can keep track of all my invoices, let clients pay with credit card or PayPal, and send invoices customized with my branding.

Honestly there's not much I dislike about it. Of course I don't use it for accounting, only invoicing, because it has limited functionality with accounting.

Our team is all volunteer and we don’t have the resources for a lot of expensive software or training. Using Sunrise is pretty intuitive and you can learn the system really quick.

It would be nice to have an app. I think there use to be one that let you take photos of receipts but I haven’t been able to use it.

The Financial Statements produced each month are super helpful to let me know where the business stands, and made tax season so easy and stress freed. All my income and expenses were in the right accounts and summarized for easy entry into Turbo Tax.

I would like recurring transactions, like my mortgage payment, that are the same amounts each month or from the same vendors to be auto-classified for me. I would also like to be able to classify expenses as they occur via a mobile app for Sunrise.

I've been using Billy for more than a year now. It's very easy to use and reliable. It meshes seamlessly with Stripe (and other payment processors, but I don't use them). When I've had occasion to contact customer service (once or twice), they've been quick to answer my question. Note: There are online accounting features to the software that I don't use, because I prefer to use my own spreadsheets. Nothing against Billy, but I choose not to use them.

I'm really reaching here, but it can be difficult to find where to go to change the wording of their default emails. I've had to drop a note in the customer service chat to be reminded how to do that. And the answer came back quickly.

Simple and fully functional accounting & billing system that has multi-currency invoicing

Doesn't have recurring expenses, unable to generate customer statements, unable to apply a discount % or amount in an invoice.

Website is not mobile responsive.

app name "billyapp" sounds 'Naff', when i tell clients to check their email for our invoicing system sent from "billapp"...

Could I use my own custom domain or you use another domain to send emails?

Super easy to use
Great presentation
Affordable
Great customer service
Nice features

Honestly I’m very pleased overall with everything.

Billy is my go-to program for creating invoices for my clients in my freelance writing business. It's easy to create a template, add products, and even send recurring invoices. You can also accept credit card and Paypal payments right from your invoices.

The email that is autogenerated by the software needs improvement. The subject line it creates is the invoice number, which isn't very meaningful to the customer. It also addresses the email to the name of the business instead of the name of the contact. I have to go in and change it every time I send an email.

Good softwareEasy to use easy to understand does not take much time to learn the ins and outs of the software to be proficient in the sport is top notch when you have a question

Not really a lot not to like about the software somethings are repetitive but you can change it in settings.

The Billy software is very easy to use, pretty trivial.

Billy lacks a lot of features as the company grows and advances, also does not have an actual app that you can use from mobile device. It is very limited in its use to receipt captures only.