Sunrise is a cloud-based accounting application for small businesses and freelancers in all industries. Primary features include billing, invoicing, quote management, contact management, accounting, expense management and financial reporting.
Other features include estimate creation, discount and refund processing, bank reconciliation, bank statement import, tax management and multiple-currency support. The software enables users to create customized invoices, mail them to clients and receive online payments.
Sunrise also has a recurring invoice feature that automatically sends invoices to clients and charges their credit card. The software can add discounts when applicable and processes refunds. The tax management module automatically adds taxes depending on the client’s location. The financial reporting module generates profit and loss reports, balance sheets, tax summaries, customer statements, accounts receivable and other reports.
Pricing is per month, and mobile applications for Android and iOS devices are available. Support is offered via phone and email.
Art R. Especialidad: Edición Número de empleados: 2-10 empleados
Billy is a small business accounting lifesaver. I love how Billy saves me time in day-to-day operations and keeps me compliant with my books. My accountant even loves Billy (and she used to recommend that "books" software). Thank you Billy!
For the first time in 20+ years accounting is not a frustrating and overly expensive task. Billy has provided my companies a easy to use and nearly complete solution that does not cost a fortune or hold me hostage. Using Billy has saved me countless hours each month for the past 18 months. It's streamlined and logical workflows, dead simple invoicing, and reasonable fees make Billy a real winner for small business.
The only gotcha with Billy is their integration with PayPal accounts is not as clean as it could be. The company is on the right track and should have this issue resolved shortly. The support team at Billy has been fantastically helpful and understanding. They not only know accounting, they know how to help people.
Matt A. Especialidad: Películas y largometrajes Número de empleados: Trabajador autónomo
Overall, this has been a remarkable software, and the support is outstanding.
I've used several invoicing platforms and so far, Sunrise is the easiest.
It's organized well, with the expense reports and other things I don't need to see frequently pushed to the side.
The main thing is to see an overview and then see my invoices. It delivers this flawlessly.
The overview shows an immediate comparison of the current year with your last year, and shows a pie chart for which clients have paid the most. It's always encouraging to see this clear info.
I would like it to integrate with TurboTax more easily. I often consider using Quickbooks invoicing just for this purpose.
I'd also like a receipt snapshot feature like Quickbooks Self-Employed has, where I can just take a picture of a receipt and immediately import it into my expenses.
Usuario verificado Especialidad: Redacción y edición Número de empleados: Trabajador autónomo
I've been using it for 5+ years to invoice my clients.
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.
Candace G. Especialidad: Redacción y edición Número de empleados: Trabajador autónomo
I used to track expenses in a very haphazard way. This cost me money at tax time because I was never able to gather all of my allowable deductions together to claim. This program lets me track business expenses in every category, which means at tax time it will be easy ot claim every deduction allowed.
it is very easy to use and provides clear, clean methods to track my business expenses each week. There are plenty of helpful tips available as well.
I dislike that it has not been intergrated with PayPal yet. I hope someday it is. Many freelancers, including myself get paid almost exclusively through PP and it would be great to have all bookeeping tools integrated.
Nate R. Especialidad: Diseño gráfico Número de empleados: 2-10 empleados
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.
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.
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.
Respuesta: Billy 21/9/2018
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