En savoir plus sur Lendio

Sunrise est une application cloud de comptabilité pour les petites entreprises et les travailleurs indépendants de tous les secteurs. Les fonctionnalités principales comprennent la facturation, la gestion des devis, la gestion des contacts, la comptabilité, la gestion des notes de frais et le reporting financier. Les autres fonctionnalités comprennent la création d'estimations, le traitement des remises et des remboursements, le rapprochement bancaire, l'importation de relevés bancaires, la gestion fiscale et la prise en charge de plusieurs devises. Le logiciel permet aux utilisateurs de créer des factures personnalisées, de les envoyer aux clients et de recevoir des paiements en ligne. Sunrise dispose également d'une fonctionnalité de facturation récurrente qui envoie automatiquement les factures aux clients et débite leur carte de crédit. Le logiciel peut ajouter des remises le cas échéant et traiter les remboursements. Le module de gestion fiscale ajoute automatiquement les taxes en fonction de l'emplacement du client. Le module de reporting financier génère des rapports de pertes et profits, des bilans, des résumés fiscaux, des relevés clients, des comptes clients et d'autres rapports. La tarification se fait par mois et des applications mobiles pour les appareils iOS et Android sont disponibles. Une assistance est fournie par téléphone et par e-mail.
Lendio Logiciel - 1
Lendio Logiciel - 2
Lendio Logiciel - 1 - aperçu
Lendio Logiciel - 2 - aperçu

Lendio - Prix

Lendio est disponible en version gratuite et propose un essai gratuit. La version payante de Lendio est disponible à partir de 19,99 $US/mois.

À partir de :
19,99 $US/mois
Version gratuite :
Oui
Version d'essai gratuite :
Oui

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Lendio - Avis

Évaluation des fonctionnalités

Rapport qualité-prix
4,6
Fonctionnalités
4,2
Simplicité
4,6
Support client
4,5
Peter
  • Secteur d'activité : Automobile
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 15/06/2020

Excellent Customer Services and friendly use

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

Réponse de Lendio

Hi Peter, thank you for your wonderful feedback. We strive to assist business owners in the best way possible. This means making our tool intuitive and easy to use. Our goal is to simplify bookkeeping, so anyone can understand the health of their business. We are thrilled to hear that your bookkeeper has earned your trust to efficiently and effectively manage your books. Thank you for being a member of Sunrise, we appreciate your review.

Répondu le 16/06/2020
Mike
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 26/05/2020

Great Product, Excellent Value

It's been a great system to build our billing and invoicing process on and I don't know of any others out there that are any 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.

Réponse de Lendio

Mike, thank you for your wonderful feedback. It brings us joy to know that the software satisfies your business needs. We are always rooting for small businesses and want to make the tool as user friendly as possible. Our Product Team works hard to consistently meet and exceed our users expectations. Thank you for the feedback on the default recurring invoices. I will share this information with our team. We appreciate you taking the time to leave us a review.

Répondu le 29/05/2020
Utilisateur vérifié
  • Secteur d'activité : Services d'information
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

5
Publié le 21/05/2020

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

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.

Alternatives envisagées 

Quickbooks Online

Pourquoi choisir Lendio 

I needed more functionality than the limited version of the Quickbooks Self Employeed software.

Pourquoi passer à Lendio

I didn't want the monthly cost associated with QBO. I may move to it in the future as my business grows, but Sunrise does what I need for free for now.

Réponse de 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.

Répondu le 27/05/2020
Fredy
  • Secteur d'activité : Urbanisme et architecture
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 21/05/2020

Great accounting software

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.

Alternatives envisagées 

Kashoo et Fiskl

Pourquoi choisir Lendio 

Not that there was anything wrong with them but they removed the Stripe integration to process payments and implemented their own, not a big deal but we didn't want to change that as we use stripe on different places and wanted to keep all together.

Logiciel antérieur 

Wave Accounting

Pourquoi passer à Lendio

I might be biased as I got a special offer from a time when Sunrise had a different name but also had a similar offering from the software above and decided to stay with Sunrise due to features, ease of use and interface. They all offered similar features but still got a better value from Sunrise.

Réponse de Lendio

Thank you, Fredy! We appreciate the kind and thorough review. Like you mentioned not everyone is an accountant. At Sunrise we strive to take the power of bookkeeping and put it into an intuitive and easy to use platform. We've taken note of your feature suggestion and we will make sure it gets in the hands of our product development team. Stay tuned for our Zapier integration going live this June. We'll make sure you are notified once is launches. Again, we appreciate you taking the time to leave a review.

Répondu le 29/05/2020
Ben
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : 2-10 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 11/05/2020

It’s an excellent app for startups & entrepreneurs!

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.

Alternatives envisagées 

Wave Accounting

Pourquoi passer à Lendio

Because they gave me a deal I couldn’t refuse. At the time I didn’t really know the difference, and I believe waveapps is newer so that wasn’t available at the time. I’m strongly looking at waveapps now because of the lack of integrations and really need payment forms I can embed, I feel I could bandaid the solution with Zapier if they come out with the integration soon.

Réponse de Lendio

Hi Ben, thank you for your great feedback! As you mentioned, we are excited to start testing the integration of Zapier in Sunrise. We take user feedback very seriously and we are always looking for way to improve our product. We've relayed you support concerns to our Customer Experience (CX) team and we will do everything in our power to do better by you. Additionally, we've taken your embeddable payment forms suggestion to our Product Manager lead. If there is any update whatsoever, you will be the first to know. Thank you again for your review.

Répondu le 13/05/2020

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