Memorial Intelligence
Funeral home software built for modern funeral homes.
Not another digital filing cabinet — the operating command center for death care.
Built with the tools funeral homes already need — plus smarter guidance and visibility that legacy systems were never designed to provide. Memorial Intelligence connects your cases, your workflows, and your financials so you can run your operation on information instead of assumptions.
- Unified platform for cases, arrangements, documents, calendars, and family portals
- E-signatures and payments included — no feature-based upcharges
- Built for single-location and multi-location funeral home operations
- Operational intelligence that works the way your team already works
Founding Partner enrollment is now open for a limited group of funeral homes.
Selected funeral homes will receive early access, founder-led onboarding, preferred pricing, and priority support before Memorial Intelligence becomes publicly available.
Built for funeral homes that need more than a digital filing cabinet — Memorial Intelligence is an operations command center for case management, pricing clarity, staff workflow, and informed decision-making.
View pricing details.
When a funeral home joins the Memorial Intelligence family, they receive a ready-to-use, branded 11-inch Memorial Intelligence tablet included with onboarding. Directors bring this tablet into the arrangement conference, enter the family's information as it's shared, and every form is automatically populated across the system. When it's time to sign, the tablet is simply turned toward the family for secure digital signatures. This eliminates clipboards, removes double entry, and gives families a modern, professional experience during an emotional time.
What Is Memorial Intelligence?
Every funeral home faces the same operational blind spots: invisible costs buried across cases, margin leaks that go unnoticed until year-end, staffing gaps that only show up in burnout, and fragmented workflows that force teams to track critical information across spreadsheets, paper, and disconnected systems.
Memorial Intelligence is the system that reveals and connects these realities. It gives owners, operators, and decision-makers continuous insight into what is happening across their operation — from individual case economics to facility-wide performance — so they can act on defensible information instead of assumptions.
Visibility. Control. Defensible decision-making. That is what separates an intelligence command center from traditional management software.
Built Around the Reality of the Work
Every call involves labor, transportation, facilities, compliance, and time — most of it invisible on any financial statement. These are the costs that determine whether a case was profitable or not, and most operations have no reliable way to see them.
Memorial Intelligence connects these operational realities to each case automatically — so owners and managers gain awareness of true costs, staffing patterns, and resource utilization without adding work for their teams.
The result is not just better record-keeping — it is operational awareness that supports informed decision-making, sustainable staffing, and long-term financial viability for funeral homes of every size.
Consistency. Sustainability. Defensible decisions — built into the way you already work.
Three Intelligence Layers
Memorial Intelligence organizes your operation into three connected layers of intelligence — each one giving owners and operators a clearer picture of what is actually happening inside their business.
Case Intelligence
Every case carries its own economics — merchandise, services, cash advances, labor, and third-party costs. This layer connects them so you see true case profitability, not just what was charged.
Operational Intelligence
Staffing patterns, resource utilization, facility scheduling, compliance tracking, and workflow status — surfaced continuously so managers can identify bottlenecks before they become problems.
Financial Intelligence
Margins, overhead allocation, pricing governance, and collections health — organized for owners and accountants who need defensible numbers, not just revenue totals.
The Infrastructure Behind the Intelligence
Everything Your Operation Needs — Included in Your Subscription
Each module below is not just a feature — it is part of the connected infrastructure that feeds case, operational, and financial intelligence across your organization. Together, they give you clarity, efficiency, and profitability you cannot get from disconnected tools.
Tap any category to see details
- 7-stage Kanban pipeline (Initial Contact to Closed)
- Automatically builds full obituary from Stat Sheet
- Enter information once — auto-populates all forms
- Cremation Authorization auto-added when selected
- Death Certificate pricing auto-calculates
- Auto-assigned checklists by service type
- Real-time whiteboard display for lobby TVs
- Operations forecast and reporting
- Case-Level Clarity (Behind the Scenes): Memorial Intelligence brings key case costs together so nothing gets missed or overstated at year-end
- Family edits and finalizes obituary
- ESIGN/UETA-compliant electronic signatures
- Upload photos securely
- Complete and sign forms online
- View Statement of Goods & Services
- Order merchandise online
- Secure messaging with staff
- Personalized condolence letters
- Kids Korner grief support section
- Fingerprint capture with engraving-ready output
- Handprint capture with palm line preservation
- Photo Studio with auto-enhance & repair
- Decorative frames and manual adjustments
- Photo albums and organization
- Secure share links for families
- Print-ready downloads
- Chain-of-custody tracking for decedents
- QR code scanning for movement recording
- Visual timeline for each case
- Custom storage locations per facility
- Complete audit trail
- State-specific Death Certificate portals
- Cremation Authorization (family-fillable)
- Statement of Funeral Goods & Services
- FTC-compliant locked legal text
- Customizable statistical reports
- Upload your own organization forms
- Every form auto-filled from Stat Sheet
- Clergy database with fee tracking
- Musicians & Talent directory
- Venues & Service Locations
- Cemetery database
- Auto-populate into Goods & Services
- Town Hall contacts for each state
- Standalone invoice system
- Customizable invoice templates
- Shareable invoice links for families
- Payment tracking
- Merchandise auto-fills from case
- Print-ready invoice format
- More than invoices: Families see clear statements, while the system tracks what the funeral home actually paid per case — separating family pricing from internal costs for cleaner reporting
- Schedule chapels, vehicles, staff
- Conflict detection prevents double-booking
- Shared calendar across all locations
- Staff assignments & reminders
- Visual timeline view
- Searchable knowledge base
- Categorized help articles
- Contextual help icons throughout
- Built-in starter content
- Easy article creation for admins
- Switch between funeral homes instantly
- Separate merchandise per location
- Location-specific pricing & branding
- Independent documents per location
- Volume discounts (4+ locations)
- 15% annual payment discount
- ADA compliant (WCAG 2.1 Level AA)
- CSRF protection on all forms
- Rate-limited login attempts
- Strong password requirements
- Complete data isolation per tenant
- Role-based access control
- Full activity audit logs
Understand the cost structure behind each service type so pricing decisions are grounded in real numbers rather than estimates.
- Cost visibility by service type and case
- Break-even reference by service category
- Overhead allocation across all cases
- Organized reporting for owners and accountants
Monitor the profitability of service selections as they are made, ensuring your firm meets its financial goals.
- Live profit margin updates during arrangement
- Visual indicators show case profitability
- Daily, weekly, monthly margin dashboards
- Compare actual vs. target margins
Protect your bottom line with built-in alerts that flag cases falling below your required profit thresholds.
- Configurable profit threshold warnings
- Automatic alerts when margins drop too low
- Manager approval required for below-threshold cases
- Prevent accidental pricing errors before contracts are signed
Move beyond basic record-keeping to a system that assists in making informed, data-driven pricing decisions.
- GPL pricing engine with cost-based recommendations
- Historical pricing analysis and trends
- Competitive positioning insights
- Annual price review recommendations
- Custom branding colors & fonts
- Upload your logo
- Customizable Statement templates
- Customizable Statistical Report templates
- Customizable Condolence Letter templates
- Live preview before printing
Every module feeds into the intelligence layers above — giving you continuous visibility into case economics, operational performance, and financial health without changing how your team works.
Measurable Business Impact
Memorial Intelligence does not just organize your operation — it surfaces the information that drives better outcomes. Here is what that looks like in practice:
Cost Visibility
See the true cost of every case — not just what was charged. Invisible expenses become visible, defensible, and actionable.
Margin Recovery
Identify margin leaks as they happen — not months later. Real-time tracking means corrections happen before revenue is lost.
Staffing Clarity
Understand where labor is being allocated and whether staffing patterns support sustainable operations — before burnout forces the conversation.
Operational Consistency
Connected workflows ensure every case follows the same reliable process — reducing errors, missed steps, and compliance gaps across locations.
Clarity That Protects Your Business
Most funeral homes know what they charge — but not what each call truly costs once staffing, vehicles, merchandise, and time are factored in. Memorial Intelligence brings those pieces together quietly in the background, giving owners and accountants clean, defensible information without adding work for staff. This clarity helps organizations operate responsibly, support staff, and maintain compliance — without relying on hidden strain or guesswork.
- No time clocks or complicated data entry
- Works for funeral homes of every size
- CPA-ready reporting at year-end
Clarity that can prevent overpaying at tax time.
Tax outcomes vary. Memorial Intelligence provides organized reporting for your accountant; it does not provide tax advice.
Ready for Operational Clarity?
Join the organizations gaining real-time visibility into case economics, operational performance, and financial health
Intelligence-driven operations — at a fraction of legacy platform costs
Founding Partner enrollment is now open for a limited group of funeral homes.
Selected funeral homes receive early access, preferred pricing, and priority support.
Ready to Join Memorial Intelligence?
Founding Partner enrollment is now open for a limited group of funeral homes.
Selected funeral homes will receive early access, founder-led onboarding, preferred pricing, and priority support before Memorial Intelligence becomes publicly available.
Already have access? Partner LoginFamily Portal
Secure access for families to view memorial service information and complete necessary forms
Use your case number to loginWhat Funeral Professionals Are Saying
“As a funeral home owner, I use Memorial Intelligence in our day-to-day operations, and it has made a real difference in how we manage cases and understand our business. Before using it, important information could be spread out between paper files, notes, emails, texts, and different staff members. Memorial Intelligence gives us one place to track each case, see what still needs to be done, and keep the details organized from first call through final disposition. One of the biggest eye-openers was realizing we were losing money on every direct cremation and did not even know it. Once we could see the real cost of each case, including staff time, crematory costs, mileage, overhead, and cash advances, it changed the way we looked at our pricing and operations. The visibility is one of the biggest benefits. I can look at a case and quickly understand where things stand, what has been completed, what is missing, and what needs attention. That helps prevent missed steps and makes it easier for everyone to stay accountable. It has also helped with communication and workflow between our locations. Instead of relying so much on memory or constantly asking for updates, the information is easier to find and easier to follow. What I appreciate most is that Memorial Intelligence was clearly built by someone who understands funeral service. It fits the way funeral homes actually work, not just how software companies think they work. I would recommend Memorial Intelligence to any funeral home that wants better organization, stronger case tracking, clearer communication, and a better understanding of what each case is truly costing them.”
Share Your Experience
Using Memorial Intelligence at your funeral home? We'd love to hear from you.
Reviews are reviewed before appearing publicly.