Sunrise Review
OUR SCORE 82%
- What is Sunrise
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- 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
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:
