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Lendio’s Sunrise Financial Platform Delivers Small Businesses Premier Tools Built To Save Time and Money

Feb 03, 2022 • 2 min read
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      Robust tools make it easier for small businesses to focus on operating their business

       LEHI, Utah February 3, 2022 Sunrise by Lendio, an online platform providing free bookkeeping services and financial insights, launched a suite of new tools in 2021 that helps save time, money and energy for people running small businesses.

      The innovative tools introduced include Tax Assist; Bank Reconciliation Personalized Onboarding; and Sunrise Plus, a software tool that improves a business’s ability to invoice customers.

      Tax Assist is free when using Sunrise and includes a depreciation calculator and a tax checklist, allowing businesses to be prepared to file taxes with confidence.

      Caton Hanson, Sunrise’s General Manager said, ‘With Tax Assist, businesses can use our expert tax checklist to take the guesswork out of filing taxes. Small businesses usually have quite a few 1099 employees and we want to make sure that those documents are in one place. Additionally, we help business owners know their tax burden in advance, so they are able to plan and budget accordingly.”

      The Bank Reconciliation Tool allows users to match the balance of a Sunrise bank account with that of a business’s actual bank account over a certain period of time.

      “We understand that this can take time for small businesses, so our tool will start to learn and suggest which transactions match up,” Hanson said. “This decreases time and gives the business owner financial insights quicker.”

      Back in the day, he added, this was called “balancing your checkbook” today, the Bank Reconciliation Tool gives people automated efficiency to save time.

      The Enhanced Personalized Onboarding tutorial allows businesses to smoothly and easily navigate the many tools that the platform offers. It helps better educate the business owner to take advantage of the tools that will most benefit their business.

      The Sunrise Plus SaaS product comes with convenient payment options, including Stripe, Square, and PayPal, that customers choose from so businesses can be assured they will collect payment. You can save up to 33% off on processing fees when using Sunrise Pay.

      Sunrise Plus also allows businesses to get paid on time, every time, by set

      ting up automatic recurring invoices. In addition, it enables the customers of the business owner to opt into automatic bill pay.

      This new SaaS offering provides the ability for fully customizable invoices, including being able to use a business’s own logo, provide discounts, auto-calculate sales tax, and other expanded branding capabilities.

      “These are premier financial tools to run your business,” Hanson said, adding, “We will continue to strive to create tools to help small businesses manage their money and make financial decisions. ”

      For more information about Sunrise and the tools it offers businesses to manage expenses and cash flow, visit



      About Sunrise by Lendio

      Sunrise helps small businesses solve their financial insights, invoicing, and expense tracking needs. With a robust set of tools, we make it easier for small businesses to focus on growing their business, while we take care of the day-to-day accounting tasks.

      About the author
      Lendio Editorial Team

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