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Designed for freelancers, entrepreneurs and small businesses to manage expenses & cashflow, financial reports, billing and invoicing, quotations and more.
Small and medium sized businesses, Agencies and Freelancers
I like the ease of use in general and the fact it is free is a great help for startup companies like myself.
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.
Overall, the presentation is outstanding. Very clean and easy on the eyes, not to mention easy to use as well.
Changes to invoice permenant wording can be a pain because the access to this section is not obvious.
This makes it very easy to do a reconciliation with your bank. The interface is great, and the reporting works good too.
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.).
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.
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.
As a developer and entrepreneur I would like recommend checking Hubspot and monday.com as they have interesting unique features to consider. I wish you a booming success guys.
The visual design also feels a little flat and boring with limited options for customization.
I am very happy with it because it is very intuitive and modern and covers the most important business processes I need. It is flexible and modern - and can clearly grow with me.
There is nothing yet I don't dislike about the software. I'm still an entrepreneurial noob so I'm constantly learning what I need and don't need.
For me it was important to have customized templates and good customization capabilities and Agiled delivers.
On the Items for sales, there's no way to get those items on a different store.
I've followed Agiled for a few months and the growth and amount of new features has been impressive. It has quickly matured into a useful product.
The only feature I'm missing is wave accounting and payment integration.
John S.: Hi, I'm John. I'm a marketing consultant and I rate Sunrise a five out of five. For more reviews like this one, click below. Prior to using Sunrise, I was using a PayPal and Stripe and many of these different platforms because a lot of my customers needed to pay with different types of marketplaces and I really needed something where I could invoice my clients have a simple option where they could go and simply just pay using any of these platforms. So, Sunrise, it's really allowed me to create invoices that I can get payments through my bank, through PayPal, as well as through Stripe. It works really well for that. So some of the reasons that I really like Sunrise are that I have the capacity to enter all my customer information, retain that information inside the platform, send out simple invoices based on specific services that I'm charging them for, and keep a record of what invoices have been paid, what's overdue and easily send emails right through the system to invoice all my clients and keep all that collectively in one piece of software. Getting started with Sunrise was very straightforward, very easy to do. I simply just set up and linked to all my existing accounts. I was able to enter all of my basic information about myself, my business and once I had all that done, I was immediately able to start going out and sending invoices, collecting payments and everything worked very smoothly. So if you've been considering picking up an invoicing software, something where you can start invoicing your clients and really having a clear picture as to what's going on in terms of charging and billing your clients, Sunrise is a really good option. Overall, I've noticed many, many vast improvements over the last couple of years that I've been a customer. They continuously are adding new features, making it easier. It's simple enough to get on the phone with them or get email support and ultimately I notice that they're just always looking to improve the system, make it easier and more efficient to use and I've had good success using that over the last year.
Robert T.: Hi there. My name's Rob, and I am the president and founder of my organization, and I'm giving Agile a five, and you can click on the link below for more of the review. Before Agile, I was really using, I'm going to call it a Frankenstein. I was using a lot of different applications, everything from Honey Book, to Excel, to Basecamp, to Trello, and trying to manage all of those. Dropbox for client files. It was just trying to piece all of those things together was just too much so I looked at Agile and found that all of those functionalities were built into the one platform. With Agile, the thing that I really like about it is, is with my organization, I'm trying to grow and I wanted to have the infrastructure and the pieces in place so that I could do that easily without having to change it all later. Being able to have a CRM, an HRM, so a human resource management tool built in, but also being able to use it for project management and the client portal. Those pieces together make it so that everything's built in. I'm using it for accounting and proposals now as well. It's really going to be really the backbone of my organization. Getting started with Agile was actually not that big a deal. It's a continual process, and going through all of the tutorials and the videos and the upgrade recently to the new interface was pretty simple. It's really just making sure that you're migrating the data that's important and the information that's important and setting it up so that you can do it. But even if you mess up, it's not that big a deal. You can actually change things pretty easily and quickly on the fly. Getting started with Agile, the biggest piece of advice I'd have for you is be thoughtful on what you're trying to accomplish and why you want the tool in place for your business. Only put the information in that you need to get started. Don't try and migrate everything, because a lot of times if you do that, it's garbage in, garbage out. So be thoughtful on what you're trying to accomplish, what the platform's really going to do for you, and then build your plan and your implementation plan from there. It doesn't have to be a highly documented tome. Use your note cards, use whatever, but build out the process and build it so that it fits your business. Don't make your business fit the tool.
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