# 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/Sunrise/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

jf

judy f

CEOHospital & Health Care, 11 - 50 employeesUsed the software for: Less than 6 months.

“The software is very intuitive and I love the invoicing option.“

July 9, 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

TK

Tom K

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

“First, they kicked out all the users outside the US and Canada (despite them paying for a lifetime license).“

March 7, 2022

## Showing most helpful reviews

Showing 1-25 of 211 Reviews

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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!

VR

Verified Reviewer  
Owner/Designer  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Billy vs Freshbooks"

March 19, 2019

4.0

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.

Pros

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.

Cons

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.

Review Source

TB

Trevor B.  
Proprietor  
Internet  
Used the software for: 6-12 months

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

April 24, 2018

5.0

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.

Pros

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.

Cons

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.

Review Source

Response from Lendio

September 12, 2018

Hi Trevor, We just updated our bank technology and will likely support your UK bank. Please try to connect it again. -Billy

MR

Matthew R.  
Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Customer service was terrible. Very frustrating. Tried hard to make it work for several days "

June 14, 2017

1.0

Pros

Looks pretty. Wish I could have used it. Looks amazing from the surface. Customer support was terrible.

Cons

I don't know WHEN I have more frustrated with a companies 'service'. VERY frustrated. I was excited about this deal and jumped right on it. I tried syncing with my Cap One Spark business account (from my phone) and it didn't work so I emailed asking if this really wasn't an option. I got a list of 9501 banks emailed to me NOT in alphabetical order. What am I supposed to do with that? I tried the chat option and explained when I added my cap one account it pulled in my PERSONAL banking details and not my business accounts which made no sense. They told me to talk to cap one, which I did. Then I tried adding my business account info again and it kept reverting back to my previously synched personal accounts. Frustrating. So I went ahead and added my personal bill account and then deleting it and hoping that would work. Nope. I tried calling over and over and it was always busy. They take forever to respond on chat and were not helpful at all. I finally got ahold of them and they said they dont have phone support. Free support Email: support@billyapp.com Phone: (800) 241-7365 Help center: www.billyapp.com/support That's right on the dashboard when new users sign in. I get ahold of them via chat and Joshua suggesting 'bombing' the account and starting over which I did. He said 24 hours later I could try again and hopefully it would work that time. Even though nobody did anything to help it work the next time but maybe so. Here we are over 24 hours later and, of course, it pulls up my personal (not business) info. I give up. Incredibly frustrated by the terrible response, being sent a list of 10k sites to dig through, being given a number they DON'T answer, having chat and not being very available.

Review Source

VR

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

### "Super simple quoting and invoicing"

March 13, 2019

5.0

Pros

I've used a few different billing software platforms, and I actually quite like Billy. At first I thought it was a little bit too basic, but I soon realized that I don't need it to do anything complicated, and the simplicity is actually a nice change. I bought a lifetime deal on the software when it first came out, I don't think that's still available, but I like the fact that there is no monthly fee (at least for me).

Cons

There are a couple of things that I don't like much. The first is that I'd like to be able to present my invoice and bills on my own domain, instead of a having a customer click on billyapp.com. The second is that I'm unsure of the delivery rate for invoices and quotes that are emailed from the Billy platform. I've had a number of clients say they never got a quote or invoice from me, so I usually download a copy and send directly from my own email. It could just be user error, so take that with a grain of salt.

Review Source

VR

Verified Reviewer  
Director Of Technology  
Information Technology and Services  
Used the software for: 2+ years

### "Better than quickbooks, but still not the best"

November 20, 2018

4.0

I've used quickbooks, freshbooks, xero. Billyapp does fill in the gap, but some extra features (mentioned in the cons) will make it #1

Pros

Simple and fully functional accounting & billing system that has multi-currency invoicing

Cons

Doesn't have recurring expenses, unable to generate customer statements, unable to apply a discount % or amount in an invoice. Website is not mobile responsive. app name "billyapp" sounds 'Naff', when i tell clients to check their email for our invoicing system sent from "billapp"... Could I use my own custom domain or you use another domain to send emails?

Review Source

Response from Lendio

November 23, 2018

You are able to create customer statements and apply discounts to invoices. Please contact our support for help.

KC

Kristina C.  
Business Owner  
Transportation/Trucking/Railroad  
Used the software for: 2+ years

### "Awesome Software"

April 28, 2020

4.0

For the most part, they have always been very accommodating and respond quickly.

Pros

It’s easy to use, allowing the use of many features or just a few without affecting the overall end result.

Cons

There was a change recently made where now you can’t approve an invoice without sending it to the customer first.

Reason for choosing Lendio

User friendliness and support team was better.

Review Source

Response from Lendio

May 15, 2020

We are thrilled you had a pleasant experience with Sunrise, Kristina. 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. Thank you for the glowing review.

CB

Carolyn B.  
Freelance Writer and Content Manager  
  
Used the software for: Less than 6 months

### "An accounting tool with a lot of potential"

May 5, 2018

4.0

Pros

First and foremost, I really appreciate that the development team are working so hard to make their users happy and constantly improve this tool. I purchased this tool last summer during an Appsumo sale knowing that I would probably need to wait a little while to implement Billy into my business. At the time, it didn't offer features that I required for invoicing, tax management and bookkeeping. I implemented this tool a little over a month ago and have been fairly happy since then. The dashboard is easy to navigate and once I got the hang of how to properly account for multiple currencies it was even easier. I've reached out several times to support and have typically received prompt responses, though they are not always helpful (received links to help pages without images or tutorial videos that definitely used to have those support tools embedded). As with most support teams, patience is important. Overall, I think Billy has the potential to be a really great small biz accounting tool and I've decided to stick around because of this. My plan is to reassess the software and how it is meeting my needs at the end of 2018 and decide if this is still the right fit for my business.

Cons

I really, really need the ability to add and track multiple tax lines. I'm in the process of figuring out a workaround, but it will likely mean tracking some of my income through a separate tool. I also wish that the weekly office hour meetings (or a summary) could be made available in an archive for those that can't attend.

Review Source

VR

Verified Reviewer  
Real Estate Agent  
Real Estate  
Used the software for: 1-2 years

### "Sunrise Accounting Software Makes Bookkeeping & Invoicing Fast and Efficient..."

May 29, 2020

5.0

Pros

Sunrise Accounting Software works efficiently in almost any web browser and made my life easier. No longer having to type up invoices, track payments, and worry about how to know the status of everything has made me more efficient and decreased my stress level.

Cons

It took a little bit of time to set up and has tons of options that I am probably never going to need or use but it does exactly what I need.

Review Source

Response from Lendio

June 1, 2020

We are ecstatic you had a pleasant experience with Sunrise. 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. Thank you for the glowing review.

Joey B.  
Executive Director  
Marketing and Advertising  
Used the software for: 1-2 years

### "Billy Rocks!"

November 16, 2018

5.0

Well done, great job on the app! Keep up with the good work!

Pros

Billy really makes your accounting easy! I recommend it to all of my friends, as I hate accounting and this software makes it a breeze.

Cons

Nothing is bothering me so far, and it keeps on improving.

Review Source

Laura C.  
Director & Marketing Consultant  
Marketing and Advertising  
Used the software for: 1-2 years

### "Billy has revolutionised my business"

November 16, 2018

4.0

I love Billy, and every update bring great new functions - keep it up!

Pros

Billy's recurring invoice function, estimates and quotes are integral to my business

Cons

It took many months for my bank to sync, and this function still seems clunky to me.

Review Source

Arpad S.  
Brand Designer | UI, UX & Visual Designer  
Design  
Used the software for: 1-2 years

### "Fast and friendly bookkeeping"

November 16, 2018

4.0

My experience is still good, I like using Billy. As the time of writing this review Billy is my current invoicing software. I like how fast it is, It just lacks some advanced customization features. Even though the needed features are on their roadmap for more than a year now...

Pros

The interface is very clean and fast, issuing and invoice is very easy. You can create quotes too and send directly to your clients.

Cons

Still in early stages, but it's heading in the right direction. I find the lack of translations limiting. For example you can not issue an invoice in other languages than English.

Review Source

SD

Sam D.  
Owner  
Food & Beverages  
Used the software for: 1-2 years

### "Easy to Use"

April 28, 2020

4.0

Great overall experience

Pros

I can churn out a quote in no time. The automation is awesome - great value for the money.

Cons

Sometimes quotes will disappear and automatically archive for some reason. Some of the features are buried deep and require looking around. Desperately needs a mobile app

Alternatives considered

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

Reason for choosing Lendio

Seemed to be better and wave kept crashing

Review Source

Response from Lendio

April 29, 2020

Sam, we are ecstatic you had a pleasant experience with Sunrise. You should not be jumping over hurdles when it comes to invoicing and bookkeeping. We strive to simplify bookkeeping and will continue to improve our product for our small business owners. Our product team has been working hard on developing an app and should launch very soon. I will make sure your feedback gets in the hands of our development team. Thank you for the awesome review.

MS

Mark S.  
Owner  
Financial Services  
Used the software for: 6-12 months

### "Perfect Solution for Small Businesses"

May 7, 2020

5.0

I have loved the Sunrise service and functionality. Quickbooks is overkill for my size of business, but Sunrise gives me the perfect level of sophistication yet simplicity.

Pros

The Financial Statements produced each month are super helpful to let me know where the business stands, and made tax season so easy and stress freed. All my income and expenses were in the right accounts and summarized for easy entry into Turbo Tax.

Cons

I would like recurring transactions, like my mortgage payment, that are the same amounts each month or from the same vendors to be auto-classified for me. I would also like to be able to classify expenses as they occur via a mobile app for Sunrise.

Review Source

Response from Lendio

May 11, 2020

Hi Mark, thank you for your wonderful review. We are thrilled you enjoy the financial reporting tools within Sunrise. We have a lot of exciting new product developments coming your way, especially around our mobile app. We appreciate you taking the time to leave a review.

EF

Ed F.  
Sole Proprietor  
Hospital & Health Care  
Used the software for: 2+ years

### "A simple solution that inexpensively provides all the functionality of the big guys"

October 4, 2017

4.0

I really like the electronic invoice transmittal - it adds a lot of validity to my company, as does the ability to pay electronically.

Pros

Billy is very easy to use, with lots of tutorials to help you set it up correctly, the first time. As a cloud-based solution, it can be accessed from anywhere, on any platform. It has all the functionality needed in an accounting platform, at a very inexpensive price. The team is constantly developing/tweaking areas within the application, providing even more functionality while making it even easier to use.

Review Source

MV

Melissa V.  
Owner  
Arts and Crafts  
Used the software for: 2+ years

### "Loved by a Luddite!"

June 2, 2020

5.0

Pros

I am a right-brained, creative, low-tech Luddite; I hand-make jewelry for museums. I am not high tech, and many programs confuse me. I tend to be disorganized because my brain is a busy place and that makes the financial side of my business difficult, and in the past, an ongoing struggle. Sunrise simplified my life!! At least in the area of bookkeeping and invoices. I love it's simplicity! I have been using it for a few years now and have saved hundreds in misplaced invoices!

Cons

I do sometimes run into problems with the editing feature, but that is probably just me.

Reason for choosing Lendio

Simplicity.

Review Source

Response from Lendio

June 12, 2020

Melissa, thank you for the glowing review! We are so happy that Sunrise accomplishes what your business needs in a stress-free, simple way. That is our whole goal. We love hearing customer feedback that Sunrise has made at least one small business owner's life a little easier. We've built this system for the "right-brained, creative, low-tech Luddite" and will continue to always be in your corner cheering you on. Thanks again for your wonderful feedback.

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