Opiniones de Lendio

I loved it once they connected the banks integration. This makes it very easy to do a reconciliation with your bank. The interface is great, and the reporting works good too.

It should be more customizable and we should be able to remove "unreconciled entries". Currently the only way to remove those is by uploading a .csv file which make is very time consuming to get everything up to date. Also we should be able to break a payment into different customers. For instance, I import payments from Stripe, but I have to attribute all the payments to the same person because of Billy limitations.

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

Until now, I have no issues with this application.

This tool was previously called Billy, but since Lendio bought it they changed the name to Sunrise. Not just the name changed, customer support improved a lot and the tool have more options.

It's worth nothing that this tool will only working for people that are US-based. The double entry booking is the same used by Quickbooks and software like it.

It's possible to attach receipts, invoice customers and charge them using Stripe, Square, PayPal and other payment gateways.

It's a very powerful app, yet, simple

It would be nice to see recurring payments, a set and forget to charge customers that are on subscriptions. Support told me they will add it soon!

Bookkeeping is not a sexy task, but Sunrise makes it bearable. And, the results are impressive.

Getting up to speed on the learning curve could be a little better.

I love how easy it is to use. As a former quickbooks user, I was tired of how complicated they were for smaller businesses and just didn't like the look of it overall. Using Sunrise is very simple and has everything I need as a small business owner. I love how it integrates and matches my expenses and payments with my bank account, credit card and invoices.

The only process I found difficult was when I have made a return of a product. Trying to reconcile that was not as simple as I feel it could be.

What I like the most about Billy is the ease of use. It's simple to get started and get your bank accounts set up and create invoices, quotes, etc.

What I like the least about this software is that I have two businesses that I use Billy with and because it's cloud based I have to log into two differnt accounts, one with chrome and the other with firefox. It makes it complicated if you have more than one business as you will need different log-ins and subscriptions. It would be awesome if they could expand it to contain multiple businesses with the ability to simply click on the business name and change to another business.

Billy provides a simple solution for accounting that is specifically designed for freelancers and agencies. It has a great user interface and is very easy to use. It is solid and I have never had a problem with.

The fact that key features have taken so long to evolve. I am talking about no PayPal integration and the fact that bank syncing has only just arrived in my country. The most annoying thing is that whilst key features are lagging behind the team are investing users money in having season Billy logos designed, which quite frankly is ridiculous. Their community management needs work as well.

Billy has such a memorable name yes, it is for billing. I love the ease of creating invoices and Billy does the hard job of accounting and tracking. Plus,

New features are rolling out too slow. Perhaps, I live in a place where there is no sale tax. However, the invoices created by Billy must include a lot stating Tax = 0 dollar in the past which just was got rid of lately.

I've been using Billy for more than a year now. It's very easy to use and reliable. It meshes seamlessly with Stripe (and other payment processors, but I don't use them). When I've had occasion to contact customer service (once or twice), they've been quick to answer my question. Note: There are online accounting features to the software that I don't use, because I prefer to use my own spreadsheets. Nothing against Billy, but I choose not to use them.

I'm really reaching here, but it can be difficult to find where to go to change the wording of their default emails. I've had to drop a note in the customer service chat to be reminded how to do that. And the answer came back quickly.

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.

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.

I mainly use this software in hospital settings. I have been familiar with this software since my previous job. Then, I moved to this new job where they were not using this when I joined them. So I know how this was different and how this is useful in day to day basic. 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.

As I'm mainly used for seeing patient records, enter the data, there are only a few template available right now. It'd be better if you add more template for different settings.

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

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

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.

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.

Brings my clients and work together in one accounting program.

takes a bit to learn unless you know accounting software. For someone who uses pen and paper, changing over was a little slower than I would expect.

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. After spending an hour or two working with various options involving things like Google Docs and MS Word, I was very pleased to have an invoice created and sent within the first 10 or 15 minutes of using Sunrise.
The orientation and customer support are also outstanding. The Sunrise Success Team reached out to me as soon as I signed up, and [SENSITIVE CONTENT HIDDEN] provided a great intro to Sunrise. He also found answers to a couple of technical questions I had.

The cons have to do with my ignorance of standard bookkeeping practices, especially the double-entry system. 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.)

Great interface and reporting. Syncs with all the bank accounts I need it to. Great support team. They offer add-ons to help you understand your bookkeeping

Missing some features.
Ability to accept partial payment
Bank Transfers through Billy
Some issues with Stripe

All are being worked on

Easy to track and manage accounts. It offers the option to upload invoices and gives general advice how to do most basic book keeping. This helps save accounting costs

It is designed for the danish market and works best if used there. Will be great to offer more customisation for invoice