Opiniones de Lendio

It’s an excellent app for startups & entrepreneurs!

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Great accounting software

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Simple Invoicing

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets

Comentarios: It helped me get organized and serious about my business accounting, which helped my business grow. And it's a great free alternative to Quickbooks Online.

Puntos a favor:

This is the tool I recommend for any business owner/startup for double-entry accounting. It's the tool I used to get serious about my business accounting (moving out of spreadsheets). Getting organized with a chart of accounts, an real Profit/Loss statement, invoice processing/tracking/payments, and more helped me focus and grow. I purchased it when it was known as Billy, but now it's free and improving.

Puntos en contra:

There is a bit of a learning curve, but it's not too bad. Lendio is improving Sunrise since acquiring Billy, but there are still some areas that can be improved. There is no account dashboard, meaning you have to go into each account individually to see if there are transactions to be reconciled or to check balances (this should be visible on a single page). Also, there is no way to save report settings, so if I want to see my P/L report by months for the current year, I have to make multiple selections each and every time I run it.

Excellent Customer Services and friendly use

Comentarios: I am very happy with the Services

Puntos a favor:

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

Puntos en contra:

friendly use, but more changes are need to adjust different accounts in running the Invoices

It gets me paid without a hassle

Comentarios: Overall, this has been a remarkable software, and the support is outstanding.

Puntos a favor:

I've used several invoicing platforms and so far, Sunrise is the easiest. It's organized well, with the expense reports and other things I don't need to see frequently pushed to the side. The main thing is to see an overview and then see my invoices. It delivers this flawlessly. The overview shows an immediate comparison of the current year with your last year, and shows a pie chart for which clients have paid the most. It's always encouraging to see this clear info.

Puntos en contra:

I would like it to integrate with TurboTax more easily. I often consider using Quickbooks invoicing just for this purpose. I'd also like a receipt snapshot feature like Quickbooks Self-Employed has, where I can just take a picture of a receipt and immediately import it into my expenses.

Simple, easy, and to the point Accounting

Comentarios: I've been a part of Sunrise since it was called Billy accounting software. Sunrise definitely took the strong foundation of Billy and continues to improve on it.

Puntos a favor:

I've been using Billy/Sunrise since I started my business. They are quick to setup, and can be very simple to track your banking and invoicing, along with some advanced features to automate a lot of your accounting. The biggest pros I see are: - Quick and easy invoicing (including recurring) - Connect your bank account for automatic transaction tracking - Budgeting - Integrates with Stripe for collecting payments but also offers their own merchant account (good to have a backup)

Puntos en contra:

I'm not a power user since I'm a one-man business, but there is one big feature missing. There is no automatic payment/debit feature. Recurring invoices are just automatically sent, but need to be paid by the client. There is no way to auto-debit every month, which slows down a few workflows.

Sunrise ok but can be great

Comentarios: My overall experience has been great except for customer service. They are great when they respond but their response time leaves something to be desired.

Puntos a favor:

The price of the software is what I find the most beneficial.

Puntos en contra:

They are missing a lot of features that you would normally find in this type of software such as integration.

Great Accounting Software

Comentarios: I have been using this software since it was called Billy and like it a lot. If they can add an app at some point I would be super happy with it!

Puntos a favor:

Sunrise (formerly Billy) allowed us to streamline getting invoices out to clients. What was tedious before became very easy!

Puntos en contra:

I really with they had an app to accompany the website. There are times when I need to find out info about a client's payment history, and there is no app. You have to log into the website which is not optimized for phones and can be hard to navigate.

Intuitive, easy to set up and use!

Comentarios: I have yet to truly tap into the Sunrise features for my own business, but love the invoicing features, and am looking forward to converting everything over soon.

Puntos a favor:

Sunrise offers even better features and functionality for my small business than QuickBooks online, and for a fraction of the cost!

Puntos en contra:

My accountant is not interested in learning to use Sunrise. She is a Quickbooks expert, so I still have to keep my bookkeeping there and currently only use the invoicing features in Sunrise. I would really like to switch, however.

Limited features, but excellent for those features

Comentarios: 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.

Puntos a favor:

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

Puntos en contra:

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.

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

Comentarios: 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.

Puntos a favor:

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.

Puntos en contra:

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.

Simple Billing Software

Comentarios: Simple invoice creating. We have an accounting software in the background but that one is not that user friendly for invoicing customers.

Puntos a favor:

(We don't use the accounting features so the focus is on the billing features). It is very easy to create a professional-looking invoice and share it with the customer instantly via email. It's simple to use, user-friendly and self-explanatory.

Puntos en contra:

One feature that I would like to see is that I can go to the products overview and see all the invoices that have one of these products on it. In addition, it would be nice to be able to select certain products and bulk-change products (for example, increase pricing on all items selected by 2%).

Perfect software and make your life easy!

Comentarios: It's just perfect software and like I said, it's making our life's easier which means I can finish my work quicker and saving my time.

Puntos a favor:

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.

Puntos en contra:

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.

High Expectation ... NOT MET!

Comentarios: Overall, I have a mixed experience. I like how easy to use Billy, but it never organized my accounts! I eventually moved to another accounting platform, but from time to time I use Billy's invoicing system.

Puntos a favor:

- Easy to use - Clean interface - Great Invoice design

Puntos en contra:

- Support is very weak. - The tool is missing major functionality. - Bank integration just came a few weeks back, but it is not stable. - Stripe is not stable. In many cases, the customer paid but payment was not captured. This led to an embarrassing situation where we keep following with customer to find out that they already paid!!! - Stripe payment can not be re-consiled! I have been told that each stripe payment has to be for 1 uniqe customer, which can not be the case! Stripe combine multiple payment together before payout is sent to bank. - Billy's US Management is sensitive to critics.

I really like it but,,

Puntos a favor:

One of the most wonderful intuitive accounting software in the world, very good and great features especially for tracking​ invoices and payments. However, they suddenly​ stopped supporting the worldwide​ customer and just accept the north Ameria countries, even they asked their current customers from the other countries to stop their subscription​ and to move to another company!!

Puntos en contra:

They have an App for registering the expenses from bill and invoices directly from your phone, very useful​ especially when using the camera from the App to confirm the bills.

Sunrise is a Good Free Alternative to Hiring a Bookkeeper

Comentarios: As i said, the ability to create and send invoices solved a big problem for me. I can also track them and mark them paid in just a few minutes rather than paying someone else $100 or more monthly.

Puntos a favor:

I found Sunrise while looking for a simple means of creating and sending invoices to school systems, and the software definitely made that easy for me. After spending an hour or two working with various options involving things like Google Docs and MS Word, I was very pleased to have an invoice created and sent within the first 10 or 15 minutes of using Sunrise. The orientation and customer support are also outstanding. The Sunrise Success Team reached out to me as soon as I signed up, and [SENSITIVE CONTENT HIDDEN] provided a great intro to Sunrise. He also found answers to a couple of technical questions I had.

Puntos en contra:

The cons have to do with my ignorance of standard bookkeeping practices, especially the double-entry system. Wrapping my mind around that was a struggle, and I still don't have all my entries in the correct place. (I don't have a ton of entries, so I prefer my spreadsheet for tracking things right now.)

Essential software

Comentarios: Very satisfied with the app. I miss the name Billy, though :-)

Puntos a favor:

I find this software extremely user friendly. I've never had a significant issue with the app, it has always worked very well. While I likely do not use it as heavily as others might, it has been perfect for my needs. Especially come tax time, Sunrise makes the paperwork as simple as a few clicks.

Puntos en contra:

There are some limitations in customization, for instance it continues to ask for tax info, and asks to email invoices, even though I don't have to do this in my business. But these are minor quibbles.

Was good, then a huge bait and switch

Comentarios: DO NOT TRUST THIS COMPANY. The original app, Billy was great. I purchased a lifetime deal from Appsumo and everything ran pretty smoothly. When Lendio bought them out, they decided to not honor the lifetime deals and went for a despicable cash grab, forcing users to pay a monthly fee for the most basic functions. They don't care about users, and refuse to issue refunds. I ran a SAAS company and can tell you that it would cost them virtually NOTHING to continue to offer the features that Billy had, Lendio does not care about you as a customer - you are expendable and replaceable to them. DO NOT BUY THIS SOFTWARE.

Puntos a favor:

The invoicing used to be great, with a stripe payment option and customizable templates. Then Lendio bought it and it went to crap.

Puntos en contra:

Lendio is a horrible company, with horrible service. Not to be trusted with your financial needs.

The best bookkeeping software

Puntos a favor:

It is simple and easy to use and integrates with many other softwares.

Puntos en contra:

I can't go back and check the date that the payment was entered if it was not made directly by the customer.

Accounting for Non-Accountants

Comentarios: This helps me be more efficient and keep track of my accounts a bit better. I am still not utilizing all the features correctly or to their fullest but have hopes to get there. The key thing for me was being able to get up and going quickly and if not using all the features to at least have them more complex and dual entry accounting options available

Puntos a favor:

I bought Billy because I needed an affordable, easy to use system for my Freelance business. This was easy enough for me to set up, includes room for me to grow with it's extended features and is something I can hand over to an accountant when I am ready. I love that I can collect payment from the invoice and take many forms of payment

Puntos en contra:

I just an not a numbers accounting person and really dislike this stuff so I procrastinated on set up items that will help me and iddn't utilize help docs as much as I shoulda

Extremely simple and great to use

Comentarios: Setting up and getting started was super easy. We use this software for a retail store selling appliances, so lower volume of transactions a day makes it super easy and to track customer purchases.

Puntos a favor:

Simple to use and easy to get started. Great simple accounting interface with all your necessary reporting

Puntos en contra:

No inventory management if you need it. Would like to see a PO module in the software in the future

Easy to use for invoicing

Comentarios: I've been satisfied with Sunrise and recommended it to others in my industry.

Puntos a favor:

Intuitive and easy. I also like the reports I can run for my invoicing and options for sorting information.

Puntos en contra:

I used to have Billy and had the option to do a wire transfer payment without them taking a charge. Since they take a percentage, I no longer give that option to my clients.

Intuitive, easy to use accounting software for your small business

Comentarios: I use Billy for sending invoices to my freelance writing clients. It's an easy to use platform and meets all of my invoicing needs. It also allows you to bill with credit cards and Paypal, which my clients love.

Puntos a favor:

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.

Puntos en contra:

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.

Simple and fast accounting for US and Canadian residents

Comentarios: I had a good experience using Billy during that one and half years while I used it. After that I was forced to quit using it, which was quite a shame, because I liked it. As I already mentioned, they no longer support users outside of the US and Canada.

Puntos a favor:

Really fast interface, modern UI, streamlined functionality. These are all connected and that's the most appealing thing about Billy, it's really blazing fast and it has all the basics you need for bookkeeping and creating invoices.

Puntos en contra:

A couple of months ago I would have say that everything is fine. I really liked the software. Now they decided to sell the company and the new owners do not support residents outside of US and Canada. So my story stopped here with Billy. If this does not apply to you, try it, use it. It's a really simple app that just works.