Integrations
Connects to the tools your office already runs on
What matters is not the logo, it is what actually moves. From AI phone answering to QuickBooks and EDRS, here is everything FuneralHQ connects to and automates, with what data syncs and which direction it goes.
24 connections and automations across your whole workflow.
AI and automation
The work that used to eat the morning happens on its own, with staff in control of anything that matters.
Accounting and payments
The money side of every case stays in sync with the books, with no double entry.
First call and answering service
Capture the first call once, wherever it comes in, and start the case from it.
Documents, vital records, and filing
Signatures and certificates move out of FuneralHQ instead of into another login.
Calendars and scheduling
Service times and appointments land on the calendars your staff already check.
Insurance and preneed funding
Turn policies into paid balances faster, without rekeying claim details.
Websites, tribute media, and webcasting
Give families a place to gather, watch, and remember, tied back to the case.
Family communication and reputation
Stay in touch with families on the channels they use, and grow from their trust.
Your data and developers
Get your records in when you start, out whenever you want, and connected if you build.
How a connection works
Set it up once, then it runs in the background.
- 01
Connect once
Authorize QuickBooks, payments, your calendar, or your phone line from settings. Most connections take a few minutes and do not need IT.
- 02
Map it to your setup
Match your accounts, items, and locations so synced data lands where you expect it the first time.
- 03
Work the case as usual
From then on, calls, invoices, payments, and times move automatically as you run the case. There is nothing extra to remember.
Integration questions
Does the AI really answer the phone for us?
Yes. The AI receptionist answers calls around the clock in a calm, professional voice, captures the first-call details, and books the arrangement meeting. You decide what it handles, and it transfers urgent or sensitive calls to your on-call director.
Which QuickBooks editions do you support?
Both QuickBooks Online and QuickBooks Desktop, with a direct two-way sync of invoices, payments, and customer records. There are no intermediary files to export and re-import.
Do you connect to my state EDRS?
Where the connection is available for your state, you can send death certificate details from the case instead of re-keying them into a separate portal. State support varies, so we will confirm your state on the demo.
Can I take insurance assignments and preneed funding?
Yes. You can submit at-need life insurance assignments to funders like C&J Financial and Express Funeral Funding, and match preneed contracts to their carriers as they convert to at-need.
Can I import from my current software?
Yes. You can import cases, contacts, and price lists from CSV, our team helps map and load your records during onboarding, and an open API and Zapier let you connect your own tools.
See your stack connected on a real case
In 20 minutes we run a sample case from the first call to a paid invoice, with the AI answering a call, QuickBooks syncing, and a payment posting live, using the connections your firm needs.