Lendio
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Sunrise (anciennement Billy) est un système cloud de comptabilité qui propose une plateforme unique sur laquelle les travailleurs indépendants et les professionnels de la création peuvent gérer la facturation et le suivi des dépenses. Sunrise propose une solution conviviale de facturation et de suivi des notes de frais qui prend en charge des factures personnalisées, la saisie des dépenses et des rapports financiers.
Afin de gérer efficacement le processus de facturation, Sunrise fournit aux utilisateurs les outils nécessaires pour créer rapidement et facilement des factures professionnelles et personnalisées. Pour améliorer la productivité des utilisateurs, Sunrise permet également d'envoyer des factures récurrentes, d'afficher les dates de consultation des factures et de créer facilement des devis et des estimations en ligne. De plus, étant disponible sous forme d'application mobile native pour iOS et Android, Sunrise permet aux utilisateurs de facturer facilement leurs clients avec n'importe quel smartphone, même en déplacement. Sunrise fournit aux utilisateurs les fonctionnalités nécessaires pour rationaliser les processus de facturation en leur permettant d'accepter les paiements par carte de crédit, de travailler avec plusieurs devises et de traiter les remises et les remboursements, ainsi que d'ajouter des taxes de vente aux factures.
Outre la facturation, Sunrise permet aux utilisateurs de saisir et de suivre facilement toutes leurs dépenses. Grâce à l'application mobile Sunrise, les utilisateurs peuvent collecter et stocker leurs reçus dans un emplacement centralisé. De plus, Sunrise permet aux utilisateurs d'importer et de catégoriser automatiquement toutes les notes de frais en reliant Sunrise à leur compte bancaire. Pour aider les utilisateurs à obtenir des informations exploitables sur leurs données financières, Sunrise regroupe différents rapports de pertes et profits, de bilan financier, de résumé d'impôt, de relevés clients et de comptes clients. Sunrise aide également les utilisateurs à suivre facilement tous les paiements en déterminant en un coup d'œil les clients qui doivent de l'argent.
Options de tarification dès :
19,99 $US/mois
- Version gratuite
- Essai gratuit
- Abonnement
Les 5 meilleurs logiciels similaires à Lendio
Clients types
- Auto-entrepreneurs
- Petites entreprises (de 2 à 50 employés)
- Moyennes entreprises (de 51 à 500 employés)
- Grandes entreprises (500 employés minimum)
Déploiement
- Basé sur le cloud
- Sur site
Disponible dans les pays suivants
États-Unis
Langues
anglais
Options de tarification dès :
19,99 $US/mois
- Version gratuite
- Essai gratuit
- Abonnement
Les 5 meilleurs logiciels similaires à Lendio
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Fonctionnalités
Nombre total de fonctionnalités pour Lendio : 28
Alternatives
Square Virtual Terminal
PayPal Invoicing
RUN Powered by ADP
QuickBooks Online Advanced
Avis
Vous avez déjà Lendio ?
Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Excellent Customer Services and friendly use
Publié le 15/06/2020
I am very happy with the Services
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.
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
Great Product, Excellent Value
Publié le 26/05/2020
It's been a great system to build our billing and invoicing process on and I don't know of any...
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.
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets
Publié le 21/05/2020
It helped me get organized and serious about my business accounting, which helped my business grow....
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 OnlinePourquoi 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.
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great accounting software
Publié le 21/05/2020
I've been using Sunrise for sometime now, haven't had major issues with it and when I had it turned...
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.
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 AccountingPourquoi 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.
- 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
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
It’s an excellent app for startups & entrepreneurs!
Publié le 11/05/2020
Overall it’s been good. The support seems lacking as I’ve had to complain about stuff to get...
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 AccountingPourquoi 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.
Lendio - FAQ
Voici quelques-unes des questions fréquentes sur Lendio.Q. Quels sont les types de licence disponibles pour Lendio ?
Types de licences disponibles pour Lendio :
- À partir de : 19,99 $US/mois
- Type de licence : Version gratuite, Abonnement
- Version d’essai gratuite : Disponible
Q. Qui utilise Lendio ?
Utilisateurs habituels du logiciel Lendio :
Auto-entrepreneur, 2-10, 11-50, 51-200
Q. Dans quelles langues Lendio est-il disponible ?
Langues dans lesquelles Lendio est disponible :
anglais
Q. Lendio prend-il en charge les appareils mobiles ?
Appareils pris en charge par Lendio :
Android (mobile), iPhone (mobile)
Q. Avec quelles applications Lendio peut-il s'intégrer ?
Applications s'intégrant à Lendio :
GUSTO PRODUCT SUITE, Stripe, Zapier
Q. Quelles sont les ressources d'aide disponibles pour Lendio ?
Ressources d'aide disponibles pour Lendio :
Service client/e-mail, FAQ/forums, Base de connaissances, Chat
Catégories connexes
Consultez toutes les catégories de logiciels trouvées pour Lendio.
