Sunrise

Vantagens

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.

Desvantagens

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.

Vantagens

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

Desvantagens

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

Vantagens

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.

Desvantagens

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.

Vantagens

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.

Desvantagens

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.

Vantagens

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.

Desvantagens

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.