Sunrise Features

Sunrise

Sunrise, formerly Billy, is a cloud-based accounting system

4.52/5 (210 reviews)

Sunrise Feature Summary

  • Accounts payable
  • Accounts receivable
  • Invoices
  • Security & encryption
  • Data encryption
  • Accounting management
  • Overdue invoice reminders
  • Balance sheet reports
  • Collections management
  • Compliance management
  • Contact database
  • Credit card payments
  • Customizable branding
  • Data visualization
  • Estimating
  • Expense tracking
  • Financial analysis
  • Financial management
  • Invoice management
  • Multi-currency
  • Quote management
  • Recurring invoices
  • Search functionality
  • SSL security
  • See when invoices are opened
  • Tax summary reports
  • Activity dashboard
  • Discount management
  • Billing & invoicing
  • Profit / loss reports
  • Sales tax management
  • Automated billing
  • Capture expenses
  • Expense categorization
  • Customizable invoices
  • Quote & estimate approval
  • Accountant email invitations
  • Reporting & statistics
  • ACH payment processing
  • Calculates exchange rates

Competitor Feature Comparison

ACH Payment Processing
API
Account Reconciliation
Accounting Management
Action Item Tracking
Activity Dashboard
Activity Tracking
Approval Process Control
Audit Trail
Automated Billing
Balance Sheet
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Categorization
Chat
Client Portal
Collections Management
Commenting
Compliance Management
Contact Database
Credit Card Processing
Customizable Branding
Customizable Templates
Data Import
Data Import/Export
Data Visualization
Deadline Management
Discount Management
Document Templates
Drag & Drop Interface
Electronic Payments
Email Integration
Email Invitations & Reminders
Estimating
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Invoice Management
Invoice Processing
Mobile Integration
Multi-Currency
Profit / Loss Statement
Quote Management
Real Time Updates
Receipt Management
Recurring Billing
Reminders
Reporting & Statistics
SSL Security
Sales Tax Management
Sales Tracking
Search Functionality
Status Tracking
Summary Reports
Time & Expense Tracking
User Management
Vendor Management
Learn moreCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting Management
Action Item Tracking
Activity Dashboard
Activity Tracking
Approval Process Control
Audit Trail
Automated Billing
Balance Sheet
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Categorization
Chat
Client Portal
Collections Management
Commenting
Compliance Management
Contact Database
Credit Card Processing
Customizable Branding
Customizable Templates
Data Import
Data Import/Export
Data Visualization
Deadline Management
Discount Management
Document Templates
Drag & Drop Interface
Electronic Payments
Email Integration
Email Invitations & Reminders
Estimating
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Invoice Management
Invoice Processing
Mobile Integration
Multi-Currency
Profit / Loss Statement
Quote Management
Real Time Updates
Receipt Management
Recurring Billing
Reminders
Reporting & Statistics
SSL Security
Sales Tax Management
Sales Tracking
Search Functionality
Status Tracking
Summary Reports
Time & Expense Tracking
User Management
Vendor Management
Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting Management
Action Item Tracking
Activity Dashboard
Activity Tracking
Approval Process Control
Audit Trail
Automated Billing
Balance Sheet
Bank Reconciliation
Billable Hours Tracking
Billing & Invoicing
Categorization
Chat
Client Portal
Collections Management
Commenting
Compliance Management
Contact Database
Credit Card Processing
Customizable Branding
Customizable Templates
Data Import
Data Import/Export
Data Visualization
Deadline Management
Discount Management
Document Templates
Drag & Drop Interface
Electronic Payments
Email Integration
Email Invitations & Reminders
Estimating
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Invoice Management
Invoice Processing
Mobile Integration
Multi-Currency
Profit / Loss Statement
Quote Management
Real Time Updates
Receipt Management
Recurring Billing
Reminders
Reporting & Statistics
SSL Security
Sales Tax Management
Sales Tracking
Search Functionality
Status Tracking
Summary Reports
Time & Expense Tracking
User Management
Vendor Management
Learn moreCompare App

Mobile apps

iOS App


2 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Sunrise Feature Reviews

25 reviewers had the following to say about Sunrise's features:

Anonymous
(Computer Software company, 1-10 employees)

High Expectation ... NOT MET!

2018-10-23

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

. - Billy's US Management is sensitive to critics.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 1-10 employees)

Better than quickbooks, but still not the best

2018-11-20

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


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

Read more
Jonathon Roeland

Extremely simple and great to use

2016-08-25

We use this software for a retail store selling appliances, so lower volume of transactions a day makes it super easy and to track customer purchases.

Pros

Great simple accounting interface with all your necessary reporting

Cons

No inventory management if you need it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi Jonathon,

You can create a PO module by renaming Estimates to PO in the template.

Contact our support to learn how.

-Billy

Read more
Brandon Gilmore

Billy the Smart Invoice Choice

2018-11-24

Billy helped me invoice clients with recurring invoices and reporting on payments.

Pros

The interface is very friendly and they roll out new features regularly.

Cons

The cost was my only con. It is not super expensive but I do not have a lot of clients so can be hard to justify for a small freelancer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Justin Nava

Simple, easy, and to the point Accounting

2020-04-29

I've been a part of Sunrise since it was called Billy accounting software.

Pros

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.

Cons

There is no way to auto-debit every month, which slows down a few workflows.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Lendio


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.

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John Bornsworth

Great and cheap but I'd rather pay a bit more to have better customer management tools.

2017-05-04

Easy and quick to use.

Pros

Keeps track of my invoices easily. I'm not sure what else to say???

Cons

Email invoices to more than one email at a time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi John, we hear you and have added features to enhance our customer management system to our roadmap. Thanks for the feedback.

Read more
Tyler Caudle

Billy is great!

2017-04-28

Billy is a great service to use for small business, we use it for invoices and billing our customers.

Pros

Its easy to use and my other employees can use it with ease

Cons

My previous financial management software had an app we could use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rebekah Richards

Easy invoicing software for small business

2020-05-21

It's very easy to setup and use .

Pros

- Recurring invoicing - Customized invoices - Automatically tracks when invoices paid by credit card

Cons

I use a smaller bank and the software doesn't integrate with my bank.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Lendio


Hi Rebekah, thank you for providing us with your feedback and being a Sunrise user. We are thrilled you enjoy the invoicing aspect of the software. We work everyday to improve our product for users like you. Thank you for being a superstar customer!

Read more
Sunny T

Easy to use, but unsure of it's future

2019-02-21

I have been trying out all the major competitors lately, and was surprised that most miss some of the multi-currency features Billy has (other than the exchange rate issue).

Pros

- Quick, easy to use interface - Really easy to match imported transactions, even with foreign currencies - Easily account for transfer fees, unlike other accounting software - Handles multi-currency well, other than one fairly significant thing (see con list)

Cons

- exchange rate for foreign currency transactions is based on date of input, not date of transaction (this can be a big deal when reporting your taxes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Edward Chung, PMP

Billing Clients made Simple and Easy

2018-07-03

The name is great. The interface design is great.

Pros

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.

Cons

However, the invoices created by Billy must include a lot stating Tax = 0 dollar in the past which just was got rid of lately.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Services company, myself only employees)

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

2020-05-21

It helped me get organized and serious about my business accounting, which helped my business grow.

Pros

Getting organized with a chart of accounts, an real Profit/Loss statement, invoice processing/tracking/payments, and more helped me focus and grow.

Cons

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).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Lendio


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.

Read more
Anonymous
(Writing and Editing company, myself only employees)

Keep Your Finances in Order with Billy!

2018-11-17

Pros

- Easy to create and send professional-looking invoices; - Easy to track expenses; - Recurring invoices save me time for those that advertise on my site and are billed monthly

Cons

- I'd love to see time-tracking feature for the clients I bill by the hour - Sometimes I have trouble figuring out how to change a certain setting, however, by messaging customer support I always learn quickly!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Denise Daskal

So good, so far

2017-03-13

I have just begun using Billy as I found another popular software that my accountant uses to be to complicated for my reptilian brain. Billy is great because I get the detail I love, but that the accountant doesn't need. I have no fear of making errors and messing her up. Sounds like double work, but it isn't. Making my life smoother.

Pros

Love the dashboards. Love that it is simple, pretty and easy to learn and use.

Cons

I have very few invoices which need statements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Sunrise

I would love to be able to put my payables and receivables onto a calendar. I left the Industry blank as I didn't see my category. I have a hair salon and a nail polish company. We offer services, classes, retail and I am a wholesale manufacturer.

Source: Capterra
Helpful?   Yes   No
Read more
Matt Abraxas

Easy to use, Clean design, Efficient functionality

2018-11-28

I haven't done taxes yet with it so I still have to see how well I can import the info into TurboTax.

Pros

I love how clean of design it is.

Cons

I wish that I could create a recurring expense and that there would be Zapier integration so I could link this with my proposal software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Keith King

Billy is just the software we need for our small business.

2017-05-05

Accepting credit card payments from customers via Stripe.

Pros

The ability to invoice customers and give them options on paying their invoices Has made this process easy. We do not need to sign up with a merchant account service.

Cons

I believe a little more use and learning will make this easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Paul Ngumii

Good service, easy to use

2017-05-02

Simplification of the accounting process

Pros

The interface is intuitive, I like the invoices generated clean and sleek design.

Cons

Wish could get ability to generate receipts or send invoices marked as paid

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi Paul, we do have three tier, the lowest tier still gives you access to the invoicing features. These features include adding payments and marking them as paid. If you'd like help with this feature, please feel free to ping us on chat from within the app. Happy to help.

Read more
matt abraxas

It gets me paid without a hassle

2019-10-31

Overall, this has been a remarkable software, and the support is outstanding.

Pros

It's organized well, with the expense reports and other things I don't need to see frequently pushed to the side.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Angelos Sfakianakis

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

2017-06-10

Clean data with easy exports for further analysis.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Isaiah Adams

Core Of My Business

2017-10-26

Pros

I can really see how my business is doing, what my profit margins are and where I can adjust certain things. I run a lead generation business out of my home, and before I wasn't quite aware of how much was going out and how much I was bringing in, Once I got billy I could easily see where I could cut some unneeded expenses.

Cons

I would love to integrate the invoicing with my call tracking system (analytic call tracking) like ninja invoice can do with zapier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Joshua Young

Solid, easy to use, and reliable billing system

2017-07-18

It works really well, was easy to setup, and has helped create more of a professional feel to my small company.

Pros

I can easily maintain all of my businesses billing needs.

Cons

There is a certain about of cost of goods tracking that I can tell would be more complicated using billy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Management Consulting company, 1-10 employees)

Great accounting tool

2019-04-18

Pros

Easy to track and manage accounts.

Cons

Will be great to offer more customisation for invoice

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 1-10 employees)

Too Simple to Use

2019-07-31

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.

Cons

Sometimes the imports, especially when trying to upload a file can result in errors.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Potential but bad team

2017-10-09

Ease of billing but since it lacks some integrations, it is not useful at the moment.

Pros

I like the capabilities and customizations but they're team is not capable of taking this software to the next level.

Cons

The dev team and management. Not willing to take constructive criticism thus not allowing the app to grow to full potential, so it lacks crucial features and integrations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Billy


Hi Chris, thanks for your comment. Thanks for giving Billy a try. I am sorry that Billy isn't a good fit for you at the moment.

I can assure you that our team is working hard to build Billy's capabilities. We take user feedback as gold and consider every useful suggestion.

Thanks,
The Billy Team

Read more
Art Remnet

Easy to use Accounting Foundation, Impressive Road Map

2018-11-24

Billy is a small business accounting lifesaver.

Pros

It's streamlined and logical workflows, dead simple invoicing, and reasonable fees make Billy a real winner for small business.

Cons

The company is on the right track and should have this issue resolved shortly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Hauke Hauschildt

Simple Billing Software

2020-05-21

Simple invoice creating.

Pros

(We don't use the accounting features so the focus is on the billing features).

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.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Lendio


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!

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