Workflow Automation
Billing and collections that run without spreadsheet chasing
We build invoicing automation — generation, payment tracking, reminders, and reconciliation — wired to how your finance team actually works.
20-minute fit check · Discovery Sprint after fit · Builds from $25K
Status quo
The cost of the status quo
Typical monthly cost
~$3,000/mo — AR staff on manual invoice sends, payment matching, and reminder calls
Invoices go out late because creation is manual
Payment status lives in spreadsheets, not one system
Collections reminders depend on someone checking aging reports
Disconnected from job completion or CRM milestones
No automated escalation for overdue accounts
Scope
What we deliver in a fixed-scope build
- Invoice generation from CRM, job, or time-tracking events
- Payment portal or processor integration
- Automated reminder sequences by aging bucket
- Cash application and reconciliation dashboards
- Customer self-service for invoices and payment history
- Reporting for finance and ops leadership
Typical build band
Workflow Builder
From $25,000
8–12 weeks · Internal tool, auth, admin, 1–2 integrations
View engagement pricingHow engagement works
From fit check to production
Preliminary conversation
20-minute fit check — problem, budget, timeline, and engagement model.
02Discovery Sprint
Paid scope doc, architecture, and fixed build quote (from $3,500).
03Fixed-scope build
Milestone delivery with weekly demos — you own 100% of code and IP.
04Retainer
Post-launch support, iteration, and roadmap from $2K/mo.
Quantify AR labor before your build quote
We map invoice volume, payment methods, and integration needs in Discovery Sprint.
Frequently asked questions
For detailed requirements or security review, contact the Dynaris team.
Book a preliminary conversation