Sobre o 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.

Principais benefícios do Sunrise

  • 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.

  • Dispositivos

    Porte da empresa

    P M G

    Mercados

    Estados Unidos

    Idiomas

    inglês

    Imagens

    The dashboard provides insights into your business.
    Identify areas of growth through your reports.
    Customize your invoices for your clients.
    Match and categorize your transactions for accurate reporting.
    Approve expense claims
    Send invoice reminders
    Send invoices on-the-go to your customers.
    Connect your bank and start receiving payments right to the Sunrise app.
    Ver mais 9
    Captura de tela do Sunrise: The dashboard provides insights into your business. Captura de tela do Sunrise: Identify areas of growth through your reports. Captura de tela do Sunrise: Customize your invoices for your clients. Captura de tela do Sunrise: Match and categorize your transactions for accurate reporting. Captura de tela do Sunrise: Approve expense claims Captura de tela do Sunrise: Send invoice reminders Captura de tela do Sunrise: Send invoices on-the-go to your customers. Captura de tela do Sunrise: Connect your bank and start receiving payments right to the Sunrise app.

    Recursos

    Total de recursos do Sunrise: 70

    • API
    • Acompanhamento de atividades
    • Administração de impostos
    • Análise financeira
    • Arrastar e soltar
    • Banco de dados de contatos
    • Bate-papo/Mensagens instantâneas
    • Categorização/Agrupamento
    • Cobrança e faturamento
    • Cobrança por horas
    • Cobrança recorrente ou de assinaturas
    • Commenting/Notes
    • Conciliação bancária
    • Contabilidade
    • Contas a pagar
    • Contas a receber
    • Controle de despesas
    • Controle do processo de aprovação
    • Controles/permissões de acesso
    • Convites e lembretes por e-mail
    • Coordenação de contas
    • Criação de faturas
    • Cálculos de impostos
    • Demonstrativo de lucros e perdas
    • Estimativas
    • Faturas personalizáveis
    • Faturação automática
    • Faturação online
    • Gerenciamento de faturas
    • Gerenciamento de fornecedores
    • Gerenciamento de usuários
    • Gestão de coletas
    • Gestão de conformidade
    • Gestão de descontos
    • Gestão de despesas
    • Gestão de impostos de vendas
    • Gestão de prazos
    • Gestão de recibos
    • Gestão de tesouraria
    • Gestão financeira
    • Histórico de faturas
    • Imagem de marca personalizável
    • Importação/exportação de dados
    • Lembretes
    • Modelos personalizáveis
    • Múltiplas empresas
    • Múltiplas moedas
    • Orçamentos/Previsões
    • Orçamentos/estimativas
    • Pagamentos móveis
    • Pagamentos online
    • Painel de atividades
    • Pesquisa e filtro
    • Portal do cliente
    • Processamento de cartões de crédito
    • Processamento de faturas
    • Processamento de pagamentos
    • Processamento de pagamentos ACH
    • Rastreamento de tarefas
    • Razão geral
    • Receitas e balanço
    • Reconhecimento de receita
    • Registro de auditoria
    • Relatórios de despesas
    • Relatórios de resumos
    • Relatórios de vendas
    • Relatórios e estatística
    • Seguimento de status
    • Segurança de SSL
    • Visualização de dados

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    Avaliações

    Classificação geral

    4,5 /5
    (210)
    Relação qualidade/preço
    4,6/5
    Recursos
    4,2/5
    Praticidade
    4,6/5
    Suporte ao cliente
    4,5/5

    Já tem o Sunrise?

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    Exibindo 5 avaliações de 210
    Fredy P.
    Classificação geral
    • Setor: Arquitetura e planejamento
    • Porte da empresa: 2-10 funcionários
    • Usado Mensal durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Great accounting software

    Avaliado em 21/05/2020

    I've been using Sunrise for sometime now, haven't had major issues with it and when I had it turned...

    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.

    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.

    Resposta do Lendio

    Thank you, Fredy! We appreciate the kind and thorough review. Like you mentioned not everyone is an accountant. At Sunrise we strive to take the power of bookkeeping and put it into an intuitive and easy to use platform. We've taken note of your feature suggestion and we will make sure it gets in the hands of our product development team. Stay tuned for our Zapier integration going live this June. We'll make sure you are notified once is launches. Again, we appreciate you taking the time to leave a review.

    Ben B.
    Classificação geral
    • Setor: Publicidade e marketing
    • Porte da empresa: 2-10 funcionários
    • Usado Semanal durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 9.0 /10

    It’s an excellent app for startups & entrepreneurs!

    Avaliado em 11/05/2020

    Overall it’s been good. The support seems lacking as I’ve had to complain about stuff to get...

    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.

    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.

    Resposta do Lendio

    Hi Ben, thank you for your great feedback! As you mentioned, we are excited to start testing the integration of Zapier in Sunrise. We take user feedback very seriously and we are always looking for way to improve our product. We've relayed you support concerns to our Customer Experience (CX) team and we will do everything in our power to do better by you. Additionally, we've taken your embeddable payment forms suggestion to our Product Manager lead. If there is any update whatsoever, you will be the first to know. Thank you again for your review.

    Carrie B.
    Classificação geral
    • Setor: Design gráfico
    • Porte da empresa: Profissional autônomo
    • Usado Semanal durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 8.0 /10

    It suits my current needs.

    Avaliado em 21/03/2021

    I purchased a lifetime subscription to Billy via AppSumo in 2017. In 2019, Billy was acquired by...

    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.

    Vantagens

    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.

    Desvantagens

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

    Resposta do Lendio

    Hi Carrie, thank you for providing your feedback of Sunrise by Lendio. We are thrilled to see you are pleased with our invoicing capabilities. I'll make sure to get your feedback to our mobile team! Please feel free to reach out to [email protected] if you have any additional comments. Thank you. :)

    Nate R.
    Classificação geral
    • Setor: Design gráfico
    • Porte da empresa: 2-10 funcionários
    • Usado Semanal durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 5.0 /10

    Simple Invoicing

    Avaliado em 17/09/2018

    5/10. It works, it's simple, but it doesn't give me all the option and tools that I would like when...

    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.

    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.

    Resposta do Billy

    Hi Nate,

    Thanks for your honest review. You are right that we are simpler than some of our competitors (though not any less powerful!). This is how we keep our costs low and our prices low for new entrepreneurs. It also helps small businesses who don't have accountants keep their books organized on a budget.

    I am sorry that our invoice designs didn't work out for you. It sounds like you have a design focused business and I can understand the need to have even more control over how your invoices look.

    Our invoice templates are clean and elegant and very customizable for most small businesses with levers for font type, color and style as well as logo placement and even background colors.

    Thanks again for giving us a try and best of luck with your business!

    -The Billy Team

    Avaliador Verificado
    Classificação geral
    • Setor: Serviços de informação
    • Porte da empresa: Profissional autônomo
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

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

    Avaliado em 21/05/2020

    It helped me get organized and serious about my business accounting, which helped my business grow....

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Resposta do Lendio

    Our customer feedback is essential to how we improve the product. Thank you for providing us with your detailed review. As you mentioned, we plan to keep improving and making the tool better for our users. We have some exciting new product launches coming in June. Thank you again for your valuable input.

    Exibindo 5 avaliações de 210 Leia todas as avaliações

    Perguntas frequentes sobre o Sunrise

    Abaixo estão algumas perguntas frequentes sobre o Sunrise.

    O Sunrise oferece os seguintes planos de pagamento:

    • A partir de: US$ 149,00/mês
    • Modelo de preços: Gratuito, Assinatura
    • Teste Grátis: Disponível

    Não temos informações sobre os recursos do Sunrise.

    Os clientes habituais do Sunrise são:

    Profissional autônomo, 2-10, 11-50, 51-200

    O Sunrise está nos seguintes idiomas:

    inglês

    O Sunrise é compatível com os seguintes dispositivos:

    Android (celular), iPhone (celular)

    O Sunrise se integra com os seguintes aplicativos:

    Stripe

    O Sunrise oferece as seguintes opções de suporte:

    Email/Help Desk, FAQs/Fórum, Base de conhecimento, Bate-papo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para Sunrise.