Connects to the tools your office already runs on
What matters is not the logo, it is what actually moves. From QuickBooks and payments to calendars and EDRS, here is everything FuneralHQ connects to and automates, with what data syncs and which direction it goes.
25 connections and automations across your whole workflow.
Accounts you connect
- QuickBooks Online or QuickBooks Desktop, for invoices, payments, and customers
- Stripe, for card and ACH on the case
- Google Calendar, for services and staff schedules
- No direct EDRS, Xero, Outlook, or Zapier connection is sold as live
Most take a few minutes from settings and do not need IT. Everything else on this page is an automation or a form we fill from the case, not an account you link.
Who FuneralHQ works with
Three different kinds of relationship, kept apart on purpose. A grid that mixes them is how a firm ends up surprised in its second month.
Connected accounts
You authorize these in settings. After that, supported data moves through the connection.
- QuickBooks Online and DesktopInvoices, payments, and customer records, synced with QuickBooks Online or QuickBooks Desktop.
- StripeCard, ACH, deposits, and payment plans posted against the case balance as they clear.
- Google CalendarService times, viewings, and appointments on the calendars staff already check.
Recorded on the case or contract
These are records and prepared documents, not connected vendor accounts. FuneralHQ does not submit to the outside company on your behalf.
- Insurance carriers and assignment companiesPolicy details and a signed assignment packet remain on the contract; staff submits through the company’s required channel.
- Preneed carriersCarrier, policy, contract, values, funding status, and at-need conversion remain on the preneed record.
In development
These connections are not available today.
- XeroA future accounting connection. QuickBooks Online and QuickBooks Desktop are available today.
- Microsoft 365 and OutlookA future calendar connection. Google Calendar is available today.
Plus more as firms ask for them. If your office runs something that is not listed here, raise it on the demo. What customers request is how we decide what to connect next.
AI and automation
The repetitive work FuneralHQ takes off the desk, with staff in control of every consequential action.
Accounting and payments
FuneralHQ includes a built-in general ledger, payroll, and trust accounting. It also syncs with QuickBooks for firms that keep their books there.
First call and answering service
A first call reaches the sheet three ways: staff type it, the assistant takes it, or your answering service sends it, by direct feed or by email intake. Ask which services are connected.
Documents, vital records, and filing
Documents and filing status live on the case; direct state-system submission is kept separate from what works today.
Calendars and scheduling
Service times and appointments can reach Google Calendar today; the Microsoft calendar connection is still being built.
Insurance and preneed funding
FuneralHQ prepares and records the work on the contract. Carrier or funder submission stays in the channel that company requires.
Websites, obituaries, and memorial media
FuneralHQ includes funeral home websites, public obituaries, livestreaming of services, and a memorial store. Tribute video remains in development.
Family communication and reputation
Text, email, and review requests are production workflows attached to the case.
Your data and migration
Self-service price-list import, guided record migration, and permission-controlled exports keep the move and the exit concrete.
How a connection works
Set it up once, then it runs in the background.
- 01
Connect once
Authorize QuickBooks, payments, or your calendar 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, invoices, payments, and service times move automatically as you run the case. There is nothing extra to remember.
Integration questions
Which QuickBooks editions do you support?
QuickBooks Online and QuickBooks Desktop. FuneralHQ syncs invoices, payments, and customer records, so nothing is 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.
Do you connect to my state EDRS?
Direct EDRS submission is not available today. FuneralHQ prepares case documents, stores returned files, and tracks certificate and filing milestones while staff uses the state system. Direct connections remain in development.
Can I take insurance assignments and preneed funding?
FuneralHQ records the insurer and policy on a preneed contract, generates an assignment of benefits, sends it to the policy owner for e-signature, and records the signed date. Staff still submits the completed package through the carrier or funder’s required channel and verifies claim status there.
Can I import from my current software?
General Price List rows can be previewed and imported through the product. Case and contact migration is team-led during onboarding: we map an agreed export from your current system, load it, and verify the result with you. FuneralHQ does not currently advertise a self-service public API or Zapier connection.
See your stack connected on a real case
In 20 minutes we run a sample case from first call to a paid invoice, show the live connections, and mark every setup requirement or roadmap item before you decide.