# Lendio Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Lendio the right Billing and Invoicing solution for you? Explore 211 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/154197/Billy/reviews

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Lendio

4.5 (211)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Lendio

Ease of use

4.6

Customer Service

4.5

## Pros and Cons in Reviews

CS

Charles S

Content managementPublishing, 2 - 10 employeesUsed the software for: 1-2 years.

“Simple and easy to navigate.“

June 23, 2024

RH

Russ H

OwnerGraphic Design, 2 - 10 employeesUsed the software for: More than 2 years.

“I purchased a lifetime deal from Appsumo and everything ran pretty smoothly. When Lendio bought them out, they decided to not honor the lifetime deals and went for a despicable cash grab, forcing users to pay a monthly fee for the most basic functions. “

September 23, 2022

TS

Thet Thet S

FreelancerComputer Software, Self-employedUsed the software for: More than 2 years.

“Literally they are making your life easier ..it kind of like the platform you can access all at one stop rather than opening multiple browsers to get them.“

August 25, 2021

RH

Russ H

OwnerGraphic Design, 2 - 10 employeesUsed the software for: More than 2 years.

“I ran a SAAS company and can tell you that it would cost them virtually NOTHING to continue to offer the features that Billy had, Lendio does not care about you as a customer - you are expendable and replaceable to them. “

September 23, 2022

RB

Randall B

PresidentInformation Technology and Services, Self-employedUsed the software for: 6-12 months.

“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.“

April 30, 2020

RH

Russ H

OwnerGraphic Design, 2 - 10 employeesUsed the software for: More than 2 years.

“They don't care about users, and refuse to issue refunds. “

September 23, 2022

MO

Mike O

PrincipalMarketing and Advertising, 2 - 10 employeesUsed the software for: More than 2 years.

“The best so far (for both clients and myself) is the subscription feature for recurring invoices. “

May 26, 2020

MO

Mike O

PrincipalMarketing and Advertising, 2 - 10 employeesUsed the software for: More than 2 years.

“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.“

May 26, 2020

## Showing most helpful reviews

Showing 1-25 of 211 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Fredy P.  
3D Visualization Artist  
Architecture & Planning  
Used the software for: 2+ years

### "Great accounting software"

May 21, 2020

5.0

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.

Pros

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.

Cons

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.

Alternatives considered

[Kashoo](https://www.capterra.com/p/113351/Kashoo-Online-Accounting/)[Fiskl](https://www.capterra.com/p/141615/Fiskl/)

Reason for choosing Lendio

I might be biased as I got a special offer from a time when Sunrise had a different name but also had a similar offering from the software above and decided to stay with Sunrise due to features, ease of use and interface. They all offered similar features but still got a better value from Sunrise.

Switched from

[Wave](https://www.capterra.com/p/178021/Wave-Apps/)

Not that there was anything wrong with them but they removed the Stripe integration to process payments and implemented their own, not a big deal but we didn't want to change that as we use stripe on different places and wanted to keep all together.

Review Source

Response from Lendio

May 29, 2020

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.

VR

Verified Reviewer  
Owner  
Information Services  
Used the software for: 2+ years

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

May 21, 2020

5.0

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.

Pros

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.

Cons

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.

Alternatives considered

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Reason for choosing Lendio

I didn't want the monthly cost associated with QBO. I may move to it in the future as my business grows, but Sunrise does what I need for free for now.

Review Source

Response from Lendio

May 27, 2020

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.

Nate R.  
Director Of Operations  
Graphic Design  
Used the software for: 1-2 years

### "Simple Invoicing"

September 17, 2018

3.0

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.

Pros

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.

Cons

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.

Review Source

Response from Lendio

September 21, 2018

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

Ben B.  
CEO & Founder  
Marketing and Advertising  
Used the software for: 2+ years

### "It’s an excellent app for startups & entrepreneurs!"

May 11, 2020

5.0

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.

Pros

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.

Cons

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.

Alternatives considered

[Wave](https://www.capterra.com/p/178021/Wave-Apps/)

Reason for choosing Lendio

Because they gave me a deal I couldn’t refuse. At the time I didn’t really know the difference, and I believe waveapps is newer so that wasn’t available at the time. I’m strongly looking at waveapps now because of the lack of integrations and really need payment forms I can embed, I feel I could bandaid the solution with Zapier if they come out with the integration soon.

Review Source

Response from Lendio

May 13, 2020

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.

MO

Mike O.  
Principal  
Marketing and Advertising  
Used the software for: 2+ years

### "Great Product, Excellent Value"

May 26, 2020

5.0

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.

Pros

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.

Cons

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.

Switched from

[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)

I got an intro offer and wasn't really thrilled with the FreshBooks system anyway, so the timing was good.

Review Source

Response from Lendio

May 29, 2020

Mike, thank you for your wonderful feedback. It brings us joy to know that the software satisfies your business needs. We are always rooting for small businesses and want to make the tool as user friendly as possible. Our Product Team works hard to consistently meet and exceed our users expectations. Thank you for the feedback on the default recurring invoices. I will share this information with our team. We appreciate you taking the time to leave us a review.

Justin N.  
Owner  
Marketing and Advertising  
Used the software for: 1-2 years

### "Simple, easy, and to the point Accounting"

April 29, 2020

4.0

I've been a part of Sunrise since it was called Billy accounting software. Sunrise definitely took the strong foundation of Billy and continues to improve on it.

Pros

I've been using Billy/Sunrise since I started my business. They are quick to setup, and can be very simple to track your banking and invoicing, along with some advanced features to automate a lot of your accounting. The biggest pros I see are: - Quick and easy invoicing (including recurring) - Connect your bank account for automatic transaction tracking - Budgeting - Integrates with Stripe for collecting payments but also offers their own merchant account (good to have a backup)

Cons

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. Recurring invoices are just automatically sent, but need to be paid by the client. There is no way to auto-debit every month, which slows down a few workflows.

Alternatives considered

[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reason for choosing Lendio

I chose Sunrise (back when it was called Billy) because it was available through AppSumo for a one-time purchase for a lifetime subscription.

Review Source

Response from Lendio

May 1, 2020

Thank you, Justin, for your awesome 5-star review. We are thrilled you are happy with the product. Our goal is to simplify bookkeeping, this mean making our tool intuitive and easy to use. Wishing you success and growth with your business.

PD

Peter D.  
Owner/CEO  
Automotive  
Used the software for: 6-12 months

### "Excellent Customer Services and friendly use "

June 15, 2020

5.0

I am very happy with the Services

Pros

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

Cons

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

Alternatives considered

[Wave](https://www.capterra.com/p/146264/Wave/)

Reason for choosing Lendio

It was a test in the beginning, but considering them due to i have got some loans through the company in the past, that was the reason the follow up with Lendio after successful loan i got through the company affiliates

Switched from

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

I was looking for easy use software and fast action

Review Source

Response from Lendio

June 16, 2020

Hi Peter, thank you for your wonderful feedback. We strive to assist business owners in the best way possible. This means making our tool intuitive and easy to use. Our goal is to simplify bookkeeping, so anyone can understand the health of their business. We are thrilled to hear that your bookkeeper has earned your trust to efficiently and effectively manage your books. Thank you for being a member of Sunrise, we appreciate your review.

VR

Verified Reviewer  
Principal  
Marketing and Advertising  
Used the software for: 1-2 years

### "Intuitive, easy to set up and use!"

September 12, 2019

5.0

I have yet to truly tap into the Sunrise features for my own business, but love the invoicing features, and am looking forward to converting everything over soon.

Pros

Sunrise offers even better features and functionality for my small business than QuickBooks online, and for a fraction of the cost!

Cons

My accountant is not interested in learning to use Sunrise. She is a Quickbooks expert, so I still have to keep my bookkeeping there and currently only use the invoicing features in Sunrise. I would really like to switch, however.

Switched from

[PaySimple](https://www.capterra.com/p/146664/PaySimple/)

Cost. It was costing me over $100/month just to tap into the automatic invoicing features I needed with PaySimple. In addition, there were confusing annual certifications I had to fill out related to CC security. Moving to Sunrise significantly cut out cost and hassle from our bookkeeping.

Review Source

sV

shawn V.  
owner  
Ranching  
Used the software for: 1-2 years

### "Great System"

May 6, 2020

5.0

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.

Pros

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.

Cons

Nothing. Everything works great for my needs

Reason for choosing Lendio

User reviews regarding invoicing with Sunrise (Billy at the time).

Switched from

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

I wanted a simpler system focusing on invoicing. Also, needed it to be online so I can create invoices while traveling.

Review Source

Response from Lendio

May 7, 2020

Thanks for the glowing review, Shawn. We are ecstatic that you enjoy the invoicing feature. We have some new functionality coming that will improve it even further. Again, thank you for your kind review!

DA

David A.  
Owner  
Media Production  
Used the software for: 2+ years

### "Great Accounting Software"

May 8, 2020

4.0

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!

Pros

Sunrise (formerly Billy) allowed us to streamline getting invoices out to clients. What was tedious before became very easy!

Cons

I really with they had an app to accompany the website. 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.

Alternatives considered

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

Reason for choosing Lendio

Cheaper and easier. I didn't need all the features that Quickbooks has.

Review Source

Response from Lendio

May 13, 2020

Thank you, David, for the kind review. We are ecstatic you had a pleasant experience with Sunrise, especially around invoicing. It is exciting to know you were able to streamline your invoice process because of Sunrise. Currently, we have a team working on improving our mobile app. Look out for a new and improved app coming your way in the next couple of months. We appreciate your feedback. Thanks!

CS

Charles S.  
Content management  
Publishing  
Used the software for: 1-2 years

### "Hassle free loan management "

June 23, 2024

5.0

Simple and easy to navigate. Document upload is easy, even on cell phone, it works great.

Pros

Mobile friendly and super easy to use even for non-tech savvy people.

Cons

Until now, I have no issues with this application.

Review Source

VR

Verified Reviewer  
Mgr of Client Education and Inside Implementation  
Computer Software  
Used the software for: 1-2 years

### "Fantastic. The competitors can't keep up."

November 28, 2017

5.0

Pros

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.

Cons

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.

Review Source

Response from Lendio

September 12, 2018

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

VR

Verified Reviewer  
Director, S/4HANA Cloud Enablement  
Computer Software  
Used the software for: 1-2 years

### "High Expectation ... NOT MET!"

October 23, 2018

2.0

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.

Pros

\- Easy to use - Clean interface - Great Invoice design

Cons

\- 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.

Review Source

FL

Francis L.  
Founder  
Marketing and Advertising  
Used the software for: 2+ years

### "Great Small Business All-in-one solution"

May 5, 2020

5.0

Overall my experience with Sunrise has been great. I was skeptical at first but can see how this product has helped my small business.

Pros

Ease of use. The interface is easy and very accessible. Workflows and billing are simple. I don't need a professional accountant to help me get used to this software.

Cons

Pre-set settings or personalization features a bit lacking in the interface. For example, if I am looking at all my invoices, I want to see the fiscal year only. But whenever I go to that page, it shows me the full history of things which I don't prefer.

Review Source

Response from Lendio

May 7, 2020

Thank you, Francis! We are thrilled you enjoy the interface and ease of Sunrise. Our goal is to simplify bookkeeping. We strive to do better for our customers and will take your personalization suggestion to our Product Development team. Thank you again for your awesome review!

HH

Hauke H.  
Business Development  
Consumer Electronics  
Used the software for: 2+ years

### "Simple Billing Software"

May 21, 2020

5.0

Simple invoice creating. We have an accounting software in the background but that one is not that user friendly for invoicing customers.

Pros

(We don't use the accounting features so the focus is on the billing features). It is very easy to create a professional-looking invoice and share it with the customer instantly via email. It's simple to use, user-friendly and self-explanatory.

Cons

One feature that I would like to see is that I can go to the products overview and see all the invoices that have one of these products on it. In addition, it would be nice to be able to select certain products and bulk-change products (for example, increase pricing on all items selected by 2%).

Reason for choosing Lendio

ratio of $ to value that you receive.

Review Source

Response from Lendio

May 27, 2020

Thank you for your positive feedback. Sunrise strives to make creating and sending professional-looking invoices to customers as seamless and stress-free as possible. We're glad to hear that you found the process effective! Unfortunately, we do not have the bulk-change product items capabilities yet, but we've brought the suggestion to our product team. However, if you want to change a product price and have it reflected across all invoices, go to Settings > Product > click to edit a product. Please reach out to us if you have any additional questions. Thanks!

VR

Verified Reviewer  
Marketing  
Marketing and Advertising  
Used the software for: 6-12 months

### "Too Simple to Use"

July 31, 2019

4.0

Pros

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

Cons

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.

Review Source

VR

Verified Reviewer  
Freelance Writer  
Writing and Editing  
Used the software for: 2+ years

### "Free invoicing software"

February 25, 2020

5.0

I've been using it for 5+ years to invoice my clients.

Pros

I love that I can keep track of all my invoices, let clients pay with credit card or PayPal, and send invoices customized with my branding.

Cons

Honestly there's not much I dislike about it. Of course I don't use it for accounting, only invoicing, because it has limited functionality with accounting.

Switched from

[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)

Price

Review Source

Jeremy E.  
President/ Founder  
Marketing and Advertising  
Used the software for: Less than 6 months

### "I have been using Billy for about 2 weeks and I love it! "

September 20, 2017

4.0

This software was used for invoicing our clients and managing expenses. We are transitioning (slowly but surely) to only using this for all our invoicing needs.

Pros

I like how you can setup accounts for your employees to log in to send invoices, This software allows you to setup recurring monthly invoicing (which is awesome). You can upload your receipts and keep track of expenses all in the same app.

Cons

The invoicing can be a bit of a hassle until you get all the items input into the system. But, it does work great. I can't update my banking information yet. I contacted support and they are aware of the issue with my bank, and they are getting it fixed and said in October it should be up and running. This is a new company and I do love the platform so I don't mind. I think this was a great investment for my business.

Review Source

VR

Verified Reviewer  
Advisory Board Member  
Internet  
Used the software for: 1-2 years

### "Accounting tool for non accountants"

September 7, 2018

4.0

Great experience. Especially after trying other similar products which are not as intuitive.

Pros

The UX is made for non accountants which is great. You intuitively understand where to click and how to do the different processes and the customer support is fantastic.

Cons

The accountants don't like it. This is a con in a world where the accountants often decide what software to use in their domain. The problem is apparently that some of the features are built in a way where you can mingle around with the accounting so the balance in accounting terms does not fit. Would recommend the product for smaller companies, but once you grow bigger it is harder to use.

Review Source

DV

Donna V.  
Director  
Medical Devices  
Used the software for: 1-2 years

### "Great For Small Businesses!"

May 28, 2020

3.0

I have had a reduction in stress and cost to do my business accounting because of using Sunrise.

Pros

This product is way simpler to use for the average small business owner than other, more costly and more complicated accounting products. Everything is very intuitive and easy to understand.

Cons

I have had repeated issues with integrating my bank information to the software.

Switched from

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Cost and difficulty using the product

Review Source

Response from Lendio

June 5, 2020

Hi Donna, thank you for providing us with feedback. You should not be jumping over hurdles when it comes to bookkeeping. We strive to simplify bookkeeping and will continue to improve our product for our small business owners. Regarding your bank sync issues, we recently launch an integration with Plaid, which we believe will solve a lot of bank sync issues. When you log into Sunrise, you'll be prompted to relink your bank accounts. Please reach out to us if you have any issues. Thanks!

DZ

Danny Z.  
Entrepreneur  
E-Learning  
Used the software for: 2+ years

### "Essential software"

May 21, 2020

5.0

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

Pros

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.

Cons

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.

Review Source

Response from Lendio

May 26, 2020

Hi Danny, thank you for your wonderful feedback. It brings us joy to know that the software satisfies your business needs. We are always rooting for small businesses and want to make the tool as user friendly as possible. We appreciate you taking the time to leave us a review.

JV

Julie V.  
CEO, Software Engineer  
Information Technology and Services  
Used the software for: 2+ years

### "Keeping track of my business finances is a breeze"

April 28, 2020

5.0

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.

Pros

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.

Cons

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

Review Source

Response from Lendio

May 1, 2020

Julie, we appreciate you taking the time to give us your feedback. We strive to simplify bookkeeping and will continue to improve our product for our small business owners. Sunrise does give users the ability to customize their subject lines and body text in their invoices. Here is a help video on how to create and send an invoice: https://support.sunriseapp.com/en/articles/3372187-sending-invoices-on-sunrise. Thank you for the glowing review.

AS

Angelos S.  
Accountant  
Accounting  
Used the software for: 2+ years

### "I have "install" Billy to my clients. No worries from then!"

June 10, 2017

5.0

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

Pros

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

Cons

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

Review Source

Kyle S.  
Manager  
Logistics and Supply Chain  
Used the software for: 6-12 months

### "Definitely great for small businesses!"

November 20, 2018

5.0

Pros

Very easy to use Low monthly fee Great customer service Quick upload receipts feature which allows for quick expense records Professional invoices Easy to add discounts and corrections on invoices

Cons

It is a little 1 dimensional and lacks a bit of features

Review Source

AJ

Andrew J.  
Cheif Engineer  
Music  
Used the software for: 1-2 years

### "Great software so far, a few more features would make it incredible. "

May 12, 2020

5.0

This software immediately boosted my credibility and respect from my clients from the first one I sent an invoice to. Extremely user friendly and is a time saver for sure.

Pros

I love the simple design and customizability of this software. Very easy to use and is a joy to show off to clients.

Cons

A mobile app would make simple invoices ten times easier, and also a few others that I have recommended to the team. Only time will tell if they end up being developed.

Alternatives considered

[Wave](https://www.capterra.com/p/178021/Wave-Apps/)

Review Source

Response from Lendio

May 13, 2020

Andrew, thank you for your amazing 5-star review. You should not be jumping over hurdles when it comes to bookkeeping and invoicing. Look out for a new and improved app in the near future. Thank you for the wonderful feedback!

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