Sunrise

Sunrise

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

4.4/5 (151 avaliações)

Resumo do Sunrise

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.

Preços

A partir de
US$ 0,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Estados Unidos

Idiomas

Inglês

Sunrise - Avaliações

Classificação geral
4.4/5
89% avaliações positivas
87
Excelente
48
Muito bom
13
Regular
2
Ruim
1
Péssimo
Matt A.
Traduzir com Google

It gets me paid without a hassle

Usado Semanal durante Mais de dois anos
Avaliado em 31/10/2019
Fonte da avaliação: Capterra

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

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Avaliador Verificado
Traduzir com Google

Billy vs Freshbooks

Usado Diariamente durante 1 a 5 meses
Avaliado em 19/03/2019
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação

7.0/10
Avaliador Verificado
Traduzir com Google

Limited features, but excellent for those features

Usado Diariamente durante 6 a 12 meses
Avaliado em 16/11/2018
Fonte da avaliação: 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.

Vantagens

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

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
Avaliador Verificado
Traduzir com Google

Fantastic. The competitors can't keep up.

Usado Diariamente durante Mais de um ano
Avaliado em 28/11/2017
Fonte da avaliação: Capterra

Vantagens

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.

Desvantagens

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.

Traduzir com Google

Resposta do Billy

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Trevor B.
Traduzir com Google

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

Usado Diariamente durante 6 a 12 meses
Avaliado em 24/04/2018
Fonte da avaliação: 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.

Vantagens

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.

Desvantagens

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.

Traduzir com Google

Resposta do Billy

Hi Trevor,

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

Please try to connect it again.

-Billy

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10

Preço do Sunrise

A partir de
US$ 0,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Assinatura
Relação qualidade/preço

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/.

Recursos do Sunrise

  • API
  • Análise financeira
  • Cobrança e faturamento
  • Controle de despesas
  • Gerenciamento de faturas
  • Gestão da contabilidade
  • Gestão de conformidade
  • Importação/exportação de dados
  • Múltiplas moedas
  • Painel de atividades
  • Processamento de faturas
  • Relatórios e estatística

  • Auditoria
  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gestão do fluxo de trabalho
  • Integração da contabilidade
  • Integração de terceiros
  • Notificações automáticas
  • Pagamentos eletrônicos

Mais informações sobre Sunrise

Principais recursos do 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

Vantagens

  • 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.

  • Perguntas frequentes sobre o Sunrise

    Abaixo estão algumas perguntas frequentes sobre o Sunrise.

    P: Que tipo de planos o Sunrise oferece?

    O Sunrise oferece os seguintes planos de pagamento:

    A partir de: US$ 0,00/mês

    Modelo de preços: Gratuito, Assinatura

    Avaliação gratuita: Não disponível

    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/.

    P: Quais são os principais recursos do Sunrise?

    O Sunrise oferece os seguintes recursos:

    • 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

    P: Quem costuma usar o Sunrise?

    Os clientes habituais do Sunrise são:

    Autônomos, Pequenas empresas

    P: Em que idioma o Sunrise está?

    O Sunrise está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Sunrise oferece?

    O Sunrise tem os seguintes planos de preços:

    Gratuito, Assinatura

    P: O Sunrise é compatível com disponíveis móveis?

    O Sunrise é compatível com os seguintes dispositivos:

    iPhone

    P: O Sunrise se integra com quais outros aplicativos?

    O Sunrise se integra com os seguintes aplicativos:

    GetMyInvoices, ProviderSuite, Stripe, Stripe

    P: Que nível de suporte o Sunrise oferece?

    O Sunrise oferece as seguintes opções de suporte:

    FAQs, Base de conhecimento, Suporte online, Tutoriais em vídeo