From first call
to final settlement
Intake, documents, e-signatures, family payments and QuickBooks run from one case record. Nobody types the same case twice.
Platform is $250 per month per location, with unlimited users. See pricing

What kind of firm do you run?
One team, one connected case file
Keep arrangements, documents, signatures and payments together when your team wears several hats.
Case management
from first call to the books
“We run two locations and I used to have no idea where a case stood without calling someone. One dashboard changed that. The QuickBooks sync is the part my bookkeeper noticed first, the books finally reconcile against the cases without anyone keying it twice.”

First call, arrangement file, documents, family page, payment, and the books.
Every stage of a case in one file, so nothing falls between systems.
One record instead of a stack of tools
Every job a case touches, side by side with the way most firms handle it today.
- Case spreadsheets
- One shared case record
- A separate e-sign tool
- Signatures attached to the case
- Manual bookkeeping handoffs
- Invoices and payments synced to QuickBooks
Works with the tools your office already uses
Connect your accounting, calendar and payments. Keep calls, family messages and signed documents tied to the same case.

A clear path to your first live case
We aim for a first live case in about a week. We confirm timing after reviewing your records and setup.
Whatever your records are on now
Bring your current records, or start with a clean case file.
Review the import steps
An export from your current software, a stack of spreadsheets, or the cases open on your desk. A firm opening its doors brings none of it and starts clean. Nothing is loaded until you have seen it mapped.
Set up with you, not handed over
We configure your locations, users, forms and accounting connections with you.
See the setup checklist
Users, locations and permissions first, then templates, signature packets, payment settings and QuickBooks sync. Your fields are mapped across or set from scratch, with us on the call.
Your first live case, with support
Train on your own setup, then work through a live case with our team standing by.
See training and go-live
Training on your own configuration, then a live case run end to end with our team standing by. Review the documents, signatures and payments together before continuing on your own.
Transparent pricing, no surprises
Platform
The complete operating system for a funeral home.
Growth
Early access. Growth work your team can see and verify.
Growth Managed
We run the growth work for you on a monthly cadence.
Enterprise
For multi-location groups and custom needs.
Volume pricing that scales with your locations
Questions funeral homes ask before switching
Yes, with QuickBooks Online and QuickBooks Desktop. FuneralHQ keeps invoices, payments, and contact records current in your books without being entered twice. It also includes a built-in general ledger, payroll, and trust accounting, so a firm can keep its books in FuneralHQ or in QuickBooks. Tell us which edition you run and we will show that sync on the demo.
Yes, and we do the heavy lifting with you. During onboarding we help you export from your current system or a spreadsheet, then map those fields into FuneralHQ so your existing cases and contacts come over accurately. You should not have to re-enter years of records by hand to switch.
Yes. FuneralHQ is built to be your system of record for cases, family and decedent details, documents, e-signatures, payments, preneed, and QuickBooks sync. Many firms use it to replace spreadsheets, shared drives, separate signature tools, and manual accounting entry. During your demo, we can walk through your current workflow and show exactly what would move into FuneralHQ.
We guide the whole setup from day one: importing your data, mapping your fields, configuring document templates and payment settings, and training your staff. You are not handed a login and left to figure it out, and our team stays with you until your first live cases run smoothly.
You own it. Your case, contact, document, and payment records belong to your funeral home, not to us. You can export them at any time at no extra charge. There is no export fee and no lock-in holding your records hostage, so you always stay in control of your own data.
Included on every plan, with no per-signature fee. Build a document packet from the case, send it, and the family signs from any device at home. The signed copy stores on the case automatically with a timestamped audit trail, so signing is part of the case rather than a separate tool you pay for per use.
Yes. Families can pay by card or ACH from anywhere. You can take deposits, set up payment plans, and the outstanding balance stays visible on the case. Payments are processed through a PCI-compliant provider and flow into QuickBooks so your books stay current. Standard processing fees apply, separate from your subscription.
Yes. Every location reports into one dashboard while staying organized on its own, and Platform is priced per location. You can compare open cases, payments, staff activity, and balances across locations, and role-based access means staff only see the location and information their role allows.
Yes. Role-based permissions control access by role and by location, so a director, an office admin, and a part-time staff member each see only what they should. That keeps sensitive family and financial details on a need-to-know basis as your team grows.
Yes. FuneralHQ includes pet cremation workflows: owner and pet records, cremation authorizations, and billing. If pet work matters to your firm, tell us in the demo and we will run a pet case with you.
Every plan includes support from our team, not a generic ticket queue, and Enterprise adds priority support and dedicated onboarding. Because support is founder-led, questions get real answers, and we help you adjust settings, templates, and workflows as your firm changes over time.
See it run on your own case
Bring your forms and price list. We take one case from the first call to closed books.
Watch one case go from first call to closed books
We open a case on your own forms and take it the whole way. The packet, the signature, the payment, and the posting to QuickBooks.
Still building the case internally? Compare your costs with the calculator
- Your own forms and price list
- Documents and e-signatures
- Card and ACH against the case
- QuickBooks Online sync



