Sunrise

Sunrise

Sunrise, formerly Billy, is a cloud-based accounting system

4.4/5 (149 reviews)

Sunrise Overview

Sunrise - formerly Billy - is a cloud-based accounting system that offers freelancers and creative professionals a single platform from which to manage billing and expense tracking activity. Incorporating customized invoices, expense capture and financial reports, Sunrise aims to deliver a user-friendly billing and expense tracking solution.

In order to manage billing effectively, Sunrise equips users with the tools to create professional, customized invoices quickly and easily. To enhance user productivity, Sunrise enables users to send recurring invoices, see when invoices have been viewed and create quotes and estimates simply online. Moreover, since Sunrise is available as a native mobile application for iOS and Android, users have the flexibility to bill clients conveniently on the move from any smartphone device. By allowing users to accept credit cards, work with multiple currencies and process discounts and refunds as well as add sales taxes to invoices, Sunrise provides users with the functionality to streamline billing processes.

Besides billing, Sunrise allows users to capture and track expenses effortlessly. Using the Sunrise mobile app, users can capture and store their receipts in a central location. Furthermore, Sunrise enables users to import and categorize all expenses automatically by linking Sunrise to their bank account. To help users gain actionable insight into their financial numbers, Sunrise includes different reports like profit and loss, balance sheet, tax summary, customer statements and accounts receivable. Sunrise also helps users to track payments easily by permitting individuals to see at a glance who owes money.

Pricing

Starting from
US$0,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Sunrise Reviews

Overall rating
4.4/5
89% positive reviews
86
Excellent
47
Very good
13
Average
2
Poor
1
Terrible
Verified Reviewer

Billy vs Freshbooks

Used Daily for 1-5 months
Reviewed on 2019/03/19
Review Source: Capterra

Overall, I am using Billy because of the lifetime deal I have for it. It provides a substantial savings over the monthly cost for Freshbooks. However, without the features, workflow, and integrations that I have come to rely on for my business, I make up for the cost with my time (or a less efficient business). For the cost, I can't complain and even then, Billy really is a nice piece of software for managing quotes, invoicing, and payments.

Pros

I purchased a lifetime deal of Billy through AppSumo, which is really the only reason I am using it. Admittedly, my experience with Billy is colored by me being a longtime user of Freshbooks (which I was very happy with!), so perhaps I had a set of expectations coming into Billy. That being said, Billy is a nice software that gets the job done. They've recently implemented Paypal payments, which I couldn't believe was missing, but so glad it's here, as I have many clients who prefer to pay that way. It shows that they listen to feedback and are actively working on their roadmap. Another plus I appreciate is that you can collect signatures for quote approvals, which is nice.

Cons

However, the two pros mentioned above, Paypal and the quotes functionality, have a flip side.

The downside to Paypal is that I can't offer the option on an invoice for clients to pay via Paypal or credit card, I can only offer one or the other -- which completely defeats the purpose! Ideally, I would offer clients as many options as possible, since I don't know in advance which way they would prefer to pay. So, in order to continue to offer payment via Stripe, I can't use the (much anticipated!) Paypal feature.

For quotes, it's not immediately apparent in the UI when a quote has been accepted (you have to navigate to each one individually and open it, and even then, it's not glaringly obvious). When you have multiple open quotes, this is a waste of time to continually be checking in this way. There is an option to be notified via email when a quote is accepted, but for a while this wasn't working. I ended up missing a few quote acceptances.

I have also run into some weird glitches when setting up payment options. Customer support was pretty slow to respond via email, and I had to follow up multiple times to get any sort of closure on my issue.

The biggest con for me (and this is only because I am used to Freshbooks) is that there is no integrated timekeeping feature. I had to search high and low to find a cost-effective solution to track time against projects.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Verified Reviewer

Limited features, but excellent for those features

Used Daily for 6-12 months
Reviewed on 2018/11/16
Review Source: Capterra

Prior to using Billy, I was using Freshbooks. Their prices skyrocketed recently, with no real improvement in features or other details which warranted the price hike. That's the reason I came to Billy, but then I was happy to see that something else was the happy result -- I get paid faster. Freshbooks invoices and the system for logging in, paying, viewing, printing, etc., must have been tedious for my clients, because the same clients getting Billy invoices, click and pay MUCH more rapidly, with FEW hiccups in the process. Simply put, with the same business, and the same clients, I get paid more often, more quickly, and with less administrative time. That's a huge win.

Pros

The ease of use, the simplicity of getting started, the clean and minimal look of the invoice templates.

Cons

There are not many bells and whistles, and that's what makes this program so simple and easy to use, but this also means some very useful features are absent -- features which are NOT complicated and should be the norm. For instance, there are two (2) features which are not overly complicated, and yet, would be very useful, if we had them:

1) Let us hyperlink a term, with a URL. I am invoicing for content, and need to reference a URL where this content can be reviewed. I must cut and paste the URL as plain text, and cannot hyperlink it to the URL. This is tedious and looks amaturish.

2) Let us have a text / narrative / summary field at the BOTTOM of the invoice, instead of the top. There is a "message box" at the top of the invoice template, which positions itself immediately under the client's address. This is great for a simple greeting or other short message, but what we really need is this same feature at the bottom of the invoice, also, as a summary, or to include a narrative of some kind that gives a bit more detail on the invoice charges, or confirms a special arrangement or a message between me and my client, which may be too long to put at the top, where it gets in the way of the most important information -- the invoice details / charges.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Verified Reviewer

Fantastic. The competitors can't keep up.

Used Daily for 1+ year
Reviewed on 2017/11/28
Review Source: Capterra

Pros

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.

Cons

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.

Response from Billy

We just updated our banks to include thousand more. Please try again to see if your bank is now supported.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Trevor B.

For someone who struggles to keep the books, Billy became my new best friend overnight.

Used Daily for 6-12 months
Reviewed on 2018/04/24
Review Source: Capterra

Joy beyond belief, My accounting and bookkeeping skills were causing me a nightmare, now, I actually sleep better knowing I'm on track, the product is awesome.

Pros

The Income and expense overview - I always know where my money is and isn't, Creating Invoices is almost too easy, just enter the details, generate a PDF (with your company logo on), and email to the customer, done and dusted. Bills, scan, upload, everything in date order, I always know whatI've had to pay out, and to which customer to deliver their final invoice.
Top customers and Top vendors, AWESOME feature, s much information from these two tools can be streamlined, who is happiest with what I do, who do I need to check in with so I don't lose a client, cost per vendor, find a cheaper better way to save money, yet maintain the same level of service I've personally come to expect, always streamlining :)
Seriously, this is the greatest app in my arsenal, don't believe me, TRY IT FOR YOURSELVES, Billy really does deserve a 10 star rating.

Cons

There are two things (one I know is happening), and one that would just be a cherry on the cake. The first is currently no way to link UK bank accounts, although I've been told that will appear hopefully Q2 this year, the only other feature I feel is needed, is a personal diary/journal & a personal calendar. I do a lot of meetings, it would be great to integrate new clients and their idea's from the initial meeting as part of the historical process and the calendar because it's always a useful tool to share information with to whoever is working with you. There the only things that for me would make Billy the ultimate app for anyone.

Response from Billy

Hi Trevor,

We just updated our bank technology and will likely support your UK bank.

Please try to connect it again.

-Billy

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Art R.

Easy to use Accounting Foundation, Impressive Road Map

Used Daily for 1+ year
Reviewed on 2018/11/24
Review Source: Capterra

Billy is a small business accounting lifesaver. I love how Billy saves me time in day-to-day operations and keeps me compliant with my books. My accountant even loves Billy (and she used to recommend that "books" software). Thank you Billy!

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Sunrise Pricing

Starting from
US$0,00/month
Pricing options
Free Trial
Free
Subscription
Value for money

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/.

Sunrise Features

  • API
  • Accounting Management
  • Activity Dashboard
  • Billing & Invoicing
  • Compliance Management
  • Data Import/Export
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Reporting & Statistics

  • Accounting Integration
  • Automatic Notifications
  • Customizable Reporting
  • Electronic Payments
  • Real Time Data
  • Receiving
  • Third Party Integration
  • Workflow Management

Additional information for Sunrise

Key features of Sunrise

  • ACH payment processing
  • Accountant email invitations
  • Accounting management
  • Accounts payable
  • Accounts receivable
  • Activity dashboard
  • Automated billing
  • Balance sheet reports
  • Billing & invoicing
  • Calculates exchange rates
  • Capture expenses
  • Collections management
  • Compliance management
  • Contact database
  • Credit card payments
  • Customizable branding
  • Customizable invoices
  • Data encryption
  • Data visualization
  • Discount management
  • Estimating
  • Expense categorization
  • Expense tracking
  • Financial analysis
  • Financial management
  • Invoice management
  • Invoices
  • Multi-currency
  • Overdue invoice reminders
  • Profit / loss reports
  • Quote & estimate approval
  • Quote management
  • Recurring invoices
  • Reporting & statistics
  • SSL security
  • Sales tax management
  • Search functionality
  • Security & encryption
  • See when invoices are opened
  • Tax summary reports

Benefits

  • Sunrise is available as a native mobile application on iOS and Android, affording users the flexibility to manage billing & invoicing on the move.

  • Users can capture and store receipts with the Sunrise mobile app, providing users with an efficient way to organize expense claims.

  • Sunrise delivers 256-bit secure sockets layer (SSL) encryption, helping users manage sensitive financial data safely and securely.

  • Sunrise includes customizable invoices, allowing users to create professional invoices complete with customizable logo quickly and easily.

  • Sunrise facilitates financial reporting with balance sheet, tax summary and customer statement reports, granting users valuable, accurate insight into business performance.

  • Sunrise FAQs

    Below are some frequently asked questions for Sunrise.

    Q. What type of pricing plans does Sunrise offer?

    Sunrise offers the following pricing plans:

    Starting from: US$0,00/month

    Pricing model: Free, Subscription

    Free Trial: Not Available

    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/.

    Q. What are the main features of Sunrise?

    Sunrise offers the following features:

    • ACH payment processing
    • Accountant email invitations
    • Accounting management
    • Accounts payable
    • Accounts receivable
    • Activity dashboard
    • Automated billing
    • Balance sheet reports
    • Billing & invoicing
    • Calculates exchange rates
    • Capture expenses
    • Collections management
    • Compliance management
    • Contact database
    • Credit card payments
    • Customizable branding
    • Customizable invoices
    • Data encryption
    • Data visualization
    • Discount management
    • Estimating
    • Expense categorization
    • Expense tracking
    • Financial analysis
    • Financial management
    • Invoice management
    • Invoices
    • Multi-currency
    • Overdue invoice reminders
    • Profit / loss reports
    • Quote & estimate approval
    • Quote management
    • Recurring invoices
    • Reporting & statistics
    • SSL security
    • Sales tax management
    • Search functionality
    • Security & encryption
    • See when invoices are opened
    • Tax summary reports

    Q. Who are the typical users of Sunrise?

    Sunrise has the following typical customers:

    Freelancers, Small Business

    Q. What languages does Sunrise support?

    Sunrise supports the following languages:

    English

    Q. What type of pricing plans does Sunrise offer?

    Sunrise has the following pricing plans:

    Free, Subscription

    Q. Does Sunrise support mobile devices?

    Sunrise supports the following devices:

    iPhone

    Q. What other apps does Sunrise integrate with?

    Sunrise integrates with the following applications:

    GetMyInvoices, Stripe, Stripe

    Q. What level of support does Sunrise offer?

    Sunrise offers the following support options:

    FAQs, Knowledge Base, Online Support, Video Tutorials