Ease of use. Always on top of revenue and expenses.

Bookkeeping is not a sexy task, but Sunrise makes it bearable. And, the results are impressive.

Getting up to speed on the learning curve could be a little better.

I am very happy with the Services

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

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

Looks pretty. Wish I could have used it. Looks amazing from the surface. Customer support was terrible.

I don't know WHEN I have more frustrated with a companies 'service'. VERY frustrated. I was excited about this deal and jumped right on it. I tried syncing with my Cap One Spark business account (from my phone) and it didn't work so I emailed asking if this really wasn't an option. I got a list of 9501 banks emailed to me NOT in alphabetical order. What am I supposed to do with that? I tried the chat option and explained when I added my cap one account it pulled in my PERSONAL banking details and not my business accounts which made no sense. They told me to talk to cap one, which I did. Then I tried adding my business account info again and it kept reverting back to my previously synched personal accounts. Frustrating. So I went ahead and added my personal bill account and then deleting it and hoping that would work. Nope. I tried calling over and over and it was always busy. They take forever to respond on chat and were not helpful at all. I finally got ahold of them and they said they dont have phone support. Free support Email: [email protected] Phone: (800) 241-7365 Help center: www.billyapp.com/support That's right on the dashboard when new users sign in. I get ahold of them via chat and Joshua suggesting 'bombing' the account and starting over which I did. He said 24 hours later I could try again and hopefully it would work that time. Even though nobody did anything to help it work the next time but maybe so. Here we are over 24 hours later and, of course, it pulls up my personal (not business) info. I give up. Incredibly frustrated by the terrible response, being sent a list of 10k sites to dig through, being given a number they DON'T answer, having chat and not being very available.

It's been a great system to build our billing and invoicing process on and I don't know of any others out there that are any better.

I originally started using this product when it was called Billy and since Lendio bought them out and turned it into Sunrise they have added options that have been very helpful. The best so far (for both clients and myself) is the subscription feature for recurring invoices. The software is intuitive and has more features than I actually use, but I do think using the expenses features would be great for myself and my business, I just have not set it up yet.

The editing of recurring invoices is clunky at best. If there are changes to recurring invoices I generally delete the old one and replace it with a new one because I've have several instances where an edited recurring invoice sits in the system and never sends which of course is bad for both us and the client.

Totally happy with the software. Hope to see Payroll implementation soon and maybe booking capability.

Since day one I was able to quickly get set up and running the first day. The UI is simple yet intuitive and has may build in options that usually would come as a premium.

The only drawback for my company is the the inability to run payroll. That's it!

It's a great software

The invoicing is amazing, The software is very easy to use,

The cost of goods sold is confusing and difficult to use, the voided invoices can't be reviewed and the expenses are difficult to post as well. Also we can't connect other merchant accounts other than Chase.

The system always works. I have yet to have a fatal crash or bug therefore have lost no data or time in using it. I have other things to worry about so I appreciate reliable software.

After being a long time QB user, I appreciate being able to get in quickly, do what I need and get out. I use it primarily for invoicing.

Nothing. Everything works great for my needs

Everyone I have had to talk to was super helpful and there is always help in reconciling or entering information if you need it. The feature of using an accountant to set up your business for a small fee is amazing! I decided to go back to when I first started and for a small fee they are going back to April of last year for me so that all my accounts are set up correctly and I won’t have to worry about if I am doing things right, have I applied a purchase correctly, did I add something that shouldn’t have been added and so on. Super thankful to have this option!

I like the ease of use in general and the fact it is free is a great help for startup companies like myself.

I haven’t found anything I don’t like yet.

The customer service has been good, the software just plain works.

I have been using this application for a couple of years now (it was bought out and originally had a different name) I like that it's easy to create recurring invoices and retain client information for collecting payments.

At one point customers got rebilled all of a sudden and normally that was not a functionality that existing in the invoicing tool. It's actually a good feature but I didn't expect that to happen and it caught one of my clients off guard.

I definitely like the tool, but it needs some improvements in terms of giving more control over the numbers to the users. Delete, void, etc.

I loved it once they connected the banks integration. This makes it very easy to do a reconciliation with your bank. The interface is great, and the reporting works good too.

It should be more customizable and we should be able to remove "unreconciled entries". Currently the only way to remove those is by uploading a .csv file which make is very time consuming to get everything up to date. Also we should be able to break a payment into different customers. For instance, I import payments from Stripe, but I have to attribute all the payments to the same person because of Billy limitations.

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.

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.

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.

Overall, this is a great product. With exception of the two items listed above, we have been very pleased with Sunrise.

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.

Still waiting for a recurring bills feature to be added. Like most companies, we have bills that must be paid on a monthly basis. As of yet, there is not a way to set up a recurring expense, so these same bills have to be input manually each month. Another, more recent downside is that the connection to one of my bank accounts stopped working 30 days ago which means I am unable to reconcile transactions without completing a manual download/upload. Thus far, we have been waiting for a reconciliation from Sunrise support for over 3 weeks and each time we've requested an update we are informed they are still trying to get the 3rd Party provider to assist on this.

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.

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.

I'd love to see some of this functionality carried over to a mobile app.

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.

- Easy to use - Clean interface - Great Invoice design

- 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.

First and foremost, I really appreciate that the development team are working so hard to make their users happy and constantly improve this tool. I purchased this tool last summer during an Appsumo sale knowing that I would probably need to wait a little while to implement Billy into my business. At the time, it didn't offer features that I required for invoicing, tax management and bookkeeping. I implemented this tool a little over a month ago and have been fairly happy since then. The dashboard is easy to navigate and once I got the hang of how to properly account for multiple currencies it was even easier. I've reached out several times to support and have typically received prompt responses, though they are not always helpful (received links to help pages without images or tutorial videos that definitely used to have those support tools embedded). As with most support teams, patience is important. Overall, I think Billy has the potential to be a really great small biz accounting tool and I've decided to stick around because of this. My plan is to reassess the software and how it is meeting my needs at the end of 2018 and decide if this is still the right fit for my business.

I really, really need the ability to add and track multiple tax lines. I'm in the process of figuring out a workaround, but it will likely mean tracking some of my income through a separate tool. I also wish that the weekly office hour meetings (or a summary) could be made available in an archive for those that can't attend.

I really like the electronic invoice transmittal - it adds a lot of validity to my company, as does the ability to pay electronically.

Billy is very easy to use, with lots of tutorials to help you set it up correctly, the first time. As a cloud-based solution, it can be accessed from anywhere, on any platform. It has all the functionality needed in an accounting platform, at a very inexpensive price. The team is constantly developing/tweaking areas within the application, providing even more functionality while making it even easier to use.

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.

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.

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.)

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

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.

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.

It's easy to stay on top of bookkeeping so I constantly know where the company is at and I feel more prepared heading into tax season every year.

The Sunrise dashboard makes it easy to keep a pulse on my business finances when I need to make investment decisions and manage daily operations.

I wish I could customize the email template for sending invoices. I'd like to set the subject line and body text.

Loyalty from my clients, Easy access to help and advice them for they everyday matters. Clean data with easy exports for further analysis.

Simplicity, clean interface and free customizing of Chart of accounts. Lot options for exporting in xls format (i love excel).

It have some minor things about local settings and shortcuts but it minor things! Thanks to friendly support i don't worry.

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

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

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

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.

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

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

the cost of the program is very cheap which is good to keep track of where money is, creating invoices, uploading bills, and generating PDF's to send to customers. The interface is very great as well and allows you to reconcile with your banks in a pretty easy fashion

There really isn't that much to this program aside from basic accounting practices and reconciling. Sometimes the imports, especially when trying to upload a file can result in errors. Setting something up such has recurring payment reminders, I think would make this app a lot more efficient.

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.

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.