Avis clients sur Lendio

Great accounting software

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

It’s an excellent app for startups & entrepreneurs!

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Simple Invoicing

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Excellent Customer Services and friendly use

Commentaires : I am very happy with the Services

Avantages :

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

Inconvénients :

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

It gets me paid without a hassle

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

Avantages :

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.

Inconvénients :

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.

Simple, easy, and to the point Accounting

Commentaires : 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.

Avantages :

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)

Inconvénients :

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.

Sunrise ok but can be great

Commentaires : My overall experience has been great except for customer service. They are great when they respond but their response time leaves something to be desired.

Avantages :

The price of the software is what I find the most beneficial.

Inconvénients :

They are missing a lot of features that you would normally find in this type of software such as integration.

Great Accounting Software

Commentaires : 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!

Avantages :

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

Inconvénients :

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.

Intuitive, easy to set up and use!

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Limited features, but excellent for those features

Commentaires : Prior to using Billy, I was using Freshbooks. Their prices skyrocketed recently, with no real improvement in features or other details which warranted the price hike. That's the reason I came to Billy, but then I was happy to see that something else was the happy result -- I get paid faster. Freshbooks invoices and the system for logging in, paying, viewing, printing, etc., must have been tedious for my clients, because the same clients getting Billy invoices, click and pay MUCH more rapidly, with FEW hiccups in the process. Simply put, with the same business, and the same clients, I get paid more often, more quickly, and with less administrative time. That's a huge win.

Avantages :

The ease of use, the simplicity of getting started, the clean and minimal look of the invoice templates.

Inconvénients :

There are not many bells and whistles, and that's what makes this program so simple and easy to use, but this also means some very useful features are absent -- features which are NOT complicated and should be the norm. For instance, there are two (2) features which are not overly complicated, and yet, would be very useful, if we had them: 1) Let us hyperlink a term, with a URL. I am invoicing for content, and need to reference a URL where this content can be reviewed. I must cut and paste the URL as plain text, and cannot hyperlink it to the URL. This is tedious and looks amaturish. 2) Let us have a text / narrative / summary field at the BOTTOM of the invoice, instead of the top. There is a "message box" at the top of the invoice template, which positions itself immediately under the client's address. This is great for a simple greeting or other short message, but what we really need is this same feature at the bottom of the invoice, also, as a summary, or to include a narrative of some kind that gives a bit more detail on the invoice charges, or confirms a special arrangement or a message between me and my client, which may be too long to put at the top, where it gets in the way of the most important information -- the invoice details / charges.

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Simple Billing Software

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

Avantages :

(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.

Inconvénients :

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%).

Great For Small Businesses!

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

Avantages :

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.

Inconvénients :

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

High Expectation ... NOT MET!

Commentaires : 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.

Avantages :

- Easy to use - Clean interface - Great Invoice design

Inconvénients :

- 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.

An accounting tool with a lot of potential

Avantages :

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.

Inconvénients :

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.

Simple, But Powerful

Commentaires : I'm extremely satisfied with my decision to switch to Billy. I've been using the software for a little over two months. I've developed some pros that I thought set Billy apart from some its competitors. Additionally, I've provided some cons to make people aware. PROS:
- Ridiculously easy to use.
- The ability to reconcile -- most invoicing and billing softwares do not have this, and if they do, it's extremely complicated and hard to use.
- Customer portal (where customers can see past and current invoices -- paid, outstanding, and overdue)
- Recurring invoices
- Automatically import bills into billy by forwarding them to a Billy email address
- AMAZING customer service. All of the questions and concerns I've had have been addressed extremely quickly. CONS:
- Some features are lacking While Billy has a ton of amazing features, there are some features that they lack. See below: - There is no CC option when sending recurring or regular invoices. In order to send to more than one person, you need to manually choose the contact and send. This can be extremely inconvenient for people who have a lot of recurring invoices that get sent regularly to more than one contact within an organization.
- It's a pain to reconcile batch invoices. If you have any sort of payment gateway that batches transactions into one lump sum (stripe), it's a little time consuming to reconcile. Evan generously provided me with a guide on how to do it, but it takes quite a bit of extra work than it does with normal transactions.
- There are no recurring bills. If you have bills that you usually get every month, you need to manually put them in each time you get them.
- There is no option to take out Billy branding within the invoices you send.

Super simple quoting and invoicing

Avantages :

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).

Inconvénients :

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.

Was good, then a huge bait and switch

Commentaires : DO NOT TRUST THIS COMPANY. The original app, Billy was great. 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. They don't care about users, and refuse to issue refunds. 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. DO NOT BUY THIS SOFTWARE.

Avantages :

The invoicing used to be great, with a stripe payment option and customizable templates. Then Lendio bought it and it went to crap.

Inconvénients :

Lendio is a horrible company, with horrible service. Not to be trusted with your financial needs.

The best bookkeeping software

Avantages :

It is simple and easy to use and integrates with many other softwares.

Inconvénients :

I can't go back and check the date that the payment was entered if it was not made directly by the customer.

Accounting for Non-Accountants

Commentaires : This helps me be more efficient and keep track of my accounts a bit better. I am still not utilizing all the features correctly or to their fullest but have hopes to get there. The key thing for me was being able to get up and going quickly and if not using all the features to at least have them more complex and dual entry accounting options available

Avantages :

I bought Billy because I needed an affordable, easy to use system for my Freelance business. This was easy enough for me to set up, includes room for me to grow with it's extended features and is something I can hand over to an accountant when I am ready. I love that I can collect payment from the invoice and take many forms of payment

Inconvénients :

I just an not a numbers accounting person and really dislike this stuff so I procrastinated on set up items that will help me and iddn't utilize help docs as much as I shoulda

Too Simple to Use

Avantages :

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

Inconvénients :

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.

Efficient and Easy to Use

Commentaires : Overall, I like this product and have stayed with it even when other companies have offered their products for less money.

Avantages :

I can create a quote for a client in minutes with good details and add a deadline to it if I need to. I can convert the quote to an invoice if the client approves the quote. It is easy to see what invoices are open and easy to update payments for open invoices.

Inconvénients :

Changes to invoice permenant wording can be a pain because the access to this section is not obvious. Since it is something you only change once in a great while that means you have to keep great notes on how to do it or contact support every time.

Billy runs our small business

Commentaires : My wife is an independent hair stylist, basically she rents a chair. We have been using Billy for our book keeping since we started it in mid 2015. It is everything we need, and for being free you absolutely cannot beat it.

Avantages :

Simple interface, exceptional customer service (considering it is free), and I can access it from any device I want.

Inconvénients :

Not much to dislike so far. It is a fairly basic program, so if we had a larger or more complicated business, I could see it maybe not being as useful.

Simple and fast accounting for US and Canadian residents

Commentaires : I had a good experience using Billy during that one and half years while I used it. After that I was forced to quit using it, which was quite a shame, because I liked it. As I already mentioned, they no longer support users outside of the US and Canada.

Avantages :

Really fast interface, modern UI, streamlined functionality. These are all connected and that's the most appealing thing about Billy, it's really blazing fast and it has all the basics you need for bookkeeping and creating invoices.

Inconvénients :

A couple of months ago I would have say that everything is fine. I really liked the software. Now they decided to sell the company and the new owners do not support residents outside of US and Canada. So my story stopped here with Billy. If this does not apply to you, try it, use it. It's a really simple app that just works.