Lendio

Avantages

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

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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: [email protected]
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.

Avantages

Since day one I was able to quickly get set up and running the first day. The UI is simple yet intuitive and has may build in options that usually would come as a premium.

Inconvénients

The only drawback for my company is the the inability to run payroll. That's it!

Alternatives envisagées 

Pourquoi choisir Lendio 

Logiciel antérieur 

Pourquoi passer à Lendio

Avantages

The invoicing is amazing, The software is very easy to use,

Inconvénients

The cost of goods sold is confusing and difficult to use, the voided invoices can't be reviewed and the expenses are difficult to post as well. Also we can't connect other merchant accounts other than Chase.

Alternatives envisagées 

Logiciel antérieur 

Pourquoi passer à Lendio