Recurring billing without the spreadsheet

Retainers are the backbone of a stable services business — and the most common reason a finance person dreads the first of the month.

The spreadsheet trap

The usual setup is a tab per client, a column per month, and a human who remembers to send everything. It works until it doesn't: a missed row, a stale rate, a client billed twice.

Make it a schedule, not a chore

In Cyna, a recurring scope becomes a billing schedule attached to the deal. It generates invoices on cadence, applies the right rate, and tracks what's been collected.

• Set the cadence once when the deal is won.
• Invoices generate and send on schedule.
• Reconciliation happens as payments land.

Recurring revenue should feel recurring — automatic, predictable, boring in the best way.

No tabs. No reminders. Just billing that runs while you do the work.