MemoriaOS — Funeral Home Management Software
Complete Feature List

Thorough but intentional.

Every feature in MemoriaOS exists because a working funeral director needed it. Nothing is here for the sake of a feature checklist.

Case Management, Your Way

  • Full Case Lifecycle At-Need, Pre-Need, and Pending cases with one-click conversion workflows.
  • Auto-Generated Case Numbers Per-location prefix and format, your way.
  • Legacy Case Import Wizard Bring decades of historical records in via CSV or Excel in minutes.
  • Duplicate Detection Catch duplicate cases before they cause confusion.
  • Case Locking Prevent conflicting edits once a case is finalized.
  • Per-Case Activity Timeline A complete, chronological record of everything that happened.

The Whiteboard, Reimagined

  • Fully Customizable Kanban Board Add, remove, reorder, and hide columns to match your operation.
  • Inline Editing Update status directly on the board — no clicking into records.
  • Service-Date Grouping Drag-and-drop reordering with per-location layout memory.
  • At-a-Glance Visibility Every service event visible on the board, all at once.
  • TV / Lobby Display Mode Dedicated kiosk logins for a wall-mounted screen — no login required to view, scoped to one location, several, or all.

Vitals & Records

  • Tennessee Death Certificate Vitals Complete, compliance-built vitals capture — every field.
  • AI-Powered OCR Scanning Photograph a handwritten intake form and watch it populate automatically.
  • Masked SSN Field Masked by default; click-to-reveal with re-masking on click-away.
  • Death Certificate Distribution Log Remaining-copies calculator built in.
  • VA Benefits Workflow Full veteran benefits checklist built into every veteran case.

Financials Built for Funeral Service

  • Itemized Statements Built directly from case data.
  • Chart of Accounts, A/R & A/P Structured accounting with cash-basis P&L reporting.
  • Insurance Tracking Filing to receipt — direct filing and Matthews Funeral Funding workflows built in.
  • AI-Powered Bill & Receipt Scanning Automatic field extraction from photographed documents.
  • Online Family Payments Via Stripe — funds go directly to your account, never through MemoriaOS.
  • Configurable Card Processing Fee Mandatory disclosure with a full audit log.
  • Financial Statement Locking Permission-based unlock once a statement is finalized.

Selections & Pricing

  • Selections Catalog Casket, urn, and merchandise pricing with per-location price lists and cost/margin tracking.
  • Packages Bundle merchandise and services into flat-rate or itemized packages families can select in one click.
  • GPL & FTC Funeral Rule Compliance General Price List management with AI-assisted import from a scanned printed price list.
  • Funeral Purchase Contracts Multi-purchaser contracts generated from the statement, with cash-advance sections and version locking.

Reports & Analytics

  • Reports Dashboard At-a-glance widgets alongside standard and fully custom report builders.
  • Director Leaderboard & Case Mix Revenue trends, case-type and disposition breakdowns, at-need vs. pre-need split.
  • Aging A/R & Margin Reporting Outstanding balances by age, profitability by case and disposition type.

Family Experience

  • Family Portal A branded, PIN-protected intake experience families complete on their own time.
  • Arrangement Mode A full-screen, step-by-step presentation built for the arrangement conference room.
  • Public Memorial Page QR code-accessible, no login required — service details, directions, and tribute links in one place.
  • Obituary Editor AI-assisted generation.
  • Selections & Preferences Families browse your Selections Catalog and submit service preferences before the arrangement conference.

Communications

  • Two-Way SMS Powered by Twilio — text families directly from your business number.
  • Per-Case Communication Thread SMS and email in one unified view.
  • Unmatched Inbound Text Inbox Never lose a message from an unrecognized number.
  • Global Communications Hub Every conversation, across all cases and locations.
  • Reusable Message Templates Smart token substitution built in.

Automations & Integrations

  • Automation Rules Trigger notifications and messages from case events and field changes — no code required.
  • Starter Rule Library Pre-built automations (task reminders, review requests) you can install with one click.
  • QuickBooks Online Sync Push charges, payments, and expenses to your books automatically.
  • Google & Outlook Calendar Sync One-way push of services and arrangements to a shared calendar.
  • WordPress Publishing Push finalized obituaries and memorial pages to your own site automatically.

Documents & Signatures

  • Pre-Fillable Document Library Generate any form, pre-populated with case data, in seconds.
  • Built-In PDF Signing Drag-and-drop signature fields and a canvas signature pad, stored securely.
  • Custom Form Builder 10 field types, drag-and-drop reorder, auto-fill mappings, PDF export.
  • AI-Optimized Arrangement Worksheet Fill it by hand, scan it back in.

Scheduling & Staff Operations

  • Full Calendar Month and week views, location color-coding, printable week view.
  • Staff Scheduler 7-day grid showing duty status and service assignments side by side.
  • Time Clock & Timesheets Clock in/out with entry type, 3-hour minimums for death calls, CSV export.
  • Staff Licensing Tracker 90- and 30-day expiry alerts.
  • Role-Based Access Control Five tiers — owner, manager, director, office, viewer.
  • Task Templates Case-type-specific checklists that auto-populate, with conditional items.
  • Rolodex A shared directory of cemeteries, clergy, and vendors — autofills into forms across every case.
  • Payroll & PTO Pay-period generation for hourly and salaried staff, with PTO accrual and request approval.

Built for Multi-Location Operations

  • Location Selector Switch context instantly, throughout the platform.
  • Per-Location Configuration Case number prefixes, tax rates, Twilio numbers, and branding.
  • Manager-Level Activity Audit Log Filterable, exportable as CSV or PDF.
  • Revenue & Expense Reporting By location and date range.
  • Runtime Branding Eight color palettes, five visual styles, and dark mode — no developer required.

Enterprise-Grade Security

  • Row-Level Security Tenant data fully isolated on every database table.
  • Append-Only Audit Log Signatures stored in private, access-controlled storage.
  • Inactivity Session Timeout Automatic logout after a period of inactivity.
  • Fail-Closed Cron Endpoints No secret, no execution.

On the Roadmap

What's Next

  • Mobile App (iOS & Android) Native mobile access, wherever the work is.
  • Website Hosting + Public Obituary Pages A complete web presence, built in.
  • Livestreaming Scheduled, managed, and published directly.
  • Memorial Video Builder Tribute videos, built from family-submitted photos.
See the Full Roadmap

Ready to See
MemoriaOS in Action?

We're building MemoriaOS alongside the funeral directors who use it every day. We'd love to show you what's possible and hear what would make it even better.

Schedule a Demo