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Sunrise Review

Sunrise OUR SCORE 82%
starting price $149
our score 82%
free trial
  1. What is Sunrise
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Sunrise?

Sunrise is a bookkeeping software that offers features that include automatic expense tracking, customized invoices, financial report generation, as well as creating and sending quotes and estimates. It is ideal for small business owners, as well as freelance professionals and individual entrepreneurs who want to manage and track their financial status and health. In addition to expense tracking, Sunrise also offers online professional bookkeeper services. With this software, bookkeepers will be able to reconcile financial books monthly and assist in monthly cash flow reports. Sunrise Tax Assist simplifies taxes by recording and tracking tax documents, providing tax estimates, and managing your various invoice statuses. Tracking financials is critical to proper business management and with Sunrise alerts, users will be alerted as to which invoices are unpaid or overdue. Sunrise is also integrated with other Lendio financial services, giving customers easy access to various loan products.

Product Quality Score

Ease of use
Customer support
Value for money

Sunrise features

Main features of Sunrise are:

  • Tax Assist
  • Tax Estimates
  • Expense Tracking 
  • Professional Invoicing
  • Email Alerts/Notifications
  • Custom Billing and Invoices
  • Financial Reports
  • Bookkeeping Services

Sunrise Benefits


The main benefits of Sunrise are customized billing and invoicing, expense tracking, and tax support. 

Customized Billing and Invoicing

Sunrise is a bookkeeping software that allows users to customize their invoices and billings to customers. To simplify your payment processes, it also provides credit card payment tools and allows you to set up recurring payment schedules for continuing services with specific clients. To streamline the approval process, the system has templates available with embedded functions that allow customers to simply click to approve the proposal.  Branding is crucial to brand reputation, so the system allows users to customize invoices that can incorporate branding styles for a more polished and professional billing layout. 

Expense Tracking

Through the application, users can categorize expenses and gain real-time data on the status of billing and payments. With the summary of your financial health as an enterprise, managers will be better able to make sound financial decisions. Better tracking of finances leads to more organized financial documents making it easier to file taxes when necessary. 

Tax Support 

The tax support feature streamlines the process and makes everything easier, from billing and invoicing to tax compliance. One of the most challenging parts of business financials is tax computations. Hence, Sunrise’s tax assist feature can approximate your taxes with the help of professional bookkeepers. 

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Sunrise Integrations

The following Sunrise integrations are currently offered by the vendor:

No information available.

Customer Support


Pricing Plans

Sunrise pricing is available in the following plans:

Free trial