Lendio

Lendio

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9/10 (Expert Score)
Product is rated as #9 in category Accountancy Software
Lendio by Sunrise, formerly known as Billy, is a cloud-based accounting system designed to simplify financial management for freelancers and creative professionals.
Design
9
Easy to use
8.5
Price
8
Features
8
Feedback
8.5
PROS:
  • Effortless billing
  • Expense management
  • Financial insight
  • Mobile accessibility
  • Customizable
  • Multi-currency support
CONS:
  • Limited integration options
  • Limited customization options
  • Limited payment gateway options
  • Dependence on internet connection

About Lendio



Lendio by Sunrise, formerly known as Billy, is a cloud-based accounting system designed to simplify financial management for freelancers and creative professionals. The platform offers a comprehensive suite of tools for managing billing, expense tracking, and financial reporting.

One of the key features of Lendio by Sunrise is the ability to create professional, customized invoices quickly and easily. Users can also send recurring invoices, view when invoices have been viewed, and create quotes and estimates all from within the platform. Additionally, Lendio by Sunrise is available as a native mobile application for iOS and Android, allowing users to manage their billing from anywhere, at any time. The platform offers a variety of functionalities such as accepting credit cards, working with multiple currencies, processing discounts and refunds, and adding sales taxes to invoices, which streamline the billing process.

Lendio by Sunrise also offers a comprehensive expense tracking system. Users can easily capture and store receipts using the Lendio by Sunrise mobile app, and the platform also enables users to import and categorize expenses automatically by linking to their bank account. This makes it easy for users to keep track of their expenses and gain actionable insights into their financial numbers.

To help users gain a better understanding of their financial performance, Lendio by Sunrise includes a variety of reports such as profit and loss, balance sheet, tax summary, customer statements and accounts receivable. The platform also allows users to track payments easily, by permitting them to see at a glance who owes money. With its user-friendly interface, customizability, and wide range of features, Lendio by Sunrise aims to provide a one-stop-shop for managing financial tasks for freelancers and creative professionals.

Pricing

Starting from: $19.99/month
Pricing model: Subscription
Free Trial: Available


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Features

  • Customizable invoicing
  • Recurring invoices
  • Invoice tracking
  • Quotes and estimates creation
  • Credit card acceptance
  • Multi-currency support
  • Discount and refund processing
  • Tax calculation
  • Mobile application for iOS and Android
  • Receipt capture and storage
  • Automatic expense categorization
  • Bank account integration
  • Financial reporting
  • Payment tracking
  • Sales tax calculation

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Pros and cons


PROS:
  • Effortless billing
  • Expense management
  • Financial insight
  • Mobile accessibility
  • Customizable
  • Multi-currency support

CONS:
  • Limited integration options
  • Limited customization options
  • Limited payment gateway options
  • Dependence on internet connection



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Benefits

  • Streamlined billing process: Lendio by Sunrise offers an easy and efficient solution for creating, sending, and tracking invoices, making the billing process less time-consuming and more manageable
  • Improved expense tracking: The platform’s tools for receipt capture, storage, and automatic categorization make it easy to keep track of expenses and gain insights into financial performance.
  • Accurate financial reporting: Lendio by Sunrise provides detailed financial reports and metrics to help users gain a better understanding of their financial performance, allowing them to make more informed decisions.
  • Flexibility: The platform is accessible via a native mobile application for iOS and Android, which allows users to manage their finances on the go and from anywhere.
  • Customizable: Lendio by Sunrise offers a range of customization options for invoices and expenses, allowing users to tailor the platform to their unique needs.
  • International support: Lendio by Sunrise offers support for multiple currencies, making it easy for users to work with clients from around the world.


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Integration

App integrates with multiple of third-party applications.

  • Authorize.net
  • PayPal
  • QuickBooks
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product.

Asia, India, Australia, Brazil, Canada, China, Europe, Germany, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom, United States

 

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FAQ

What are the main features of App?

  • Customizable invoicing
  • Recurring invoices
  • Invoice tracking
  • Quotes and estimates creation
  • Credit card acceptance
  • Multi-currency support
  • Discount and refund processing

What type of pricing plans does App offer?

Starting from: $19.99/month Pricing model: Subscription Free Trial: Available (No Credit Card required)

What languages does App support?

English

Does App offer an API?

Yes, Lendio has an API available for use.

Specification: Lendio

Starting Price

$6.00/month

customer-type

Medium business, Small business

Deployment Type

Cloud Hosted, On Premise, Open API, SaaS

Device Supported

Android, IOS, Mac OS, Windows

pricing-model

Annual Subscription, Freemium, Monthly payment

Authentication

Yes

Automated Billing

Yes

Customized invoice

Yes

Credit Card Processing

Yes

Currency Conversion

Yes

Balance Sheet

No

Customizable templates

Yes

Electronic payments

Yes

Billing & Invoicing

Yes

Billing Rate Management

Yes

Cash Flow Management

No

Data Import/Export

Yes

Expense Claims

Yes

Expense Tracking

Yes

Estimation

Yes

Financial Management

Yes

General Ledger

No

Bank Reconciliation

Yes

Purchase Order Management

No

Receipt Management

Yes

Sales Tax Management

Yes

Fixed Asset Management

No

Transaction History

No

Inventory Management

No

Free Trial

Available

Customer Support

Live Support, Phone, Training

Platforms Supported

Macintosh, Web, Windows

API

Yes

Videos: Lendio

Photos: Lendio

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