Financial reports
Pre-built templates with deep filters · export to PDF or CSV · email or schedule recurring delivery to your CPA.
Profit & Loss
Revenue, COGS, expenses, and net income for any period. Filter by location, service type, and director.
Balance Sheet
Assets, liabilities, and equity at any point in time. Trust + endowment surfaces shown separately.
Cash Flow Statement
Operating, investing, and financing activities. Forecasted runway and seasonal cash position.
A/R Aging
What customers owe by aging bucket — current, 30, 60, 90+. Drill into individual invoices.
A/P Aging
What you owe vendors. Surface overdue items before terms break.
Pre-need Trust Statement
Audit-ready PDF for state regulators. Lists every active contract, balance, and movement in the period.
Perpetual Care Endowment Statement
Cemeteries only. Principal, accrued interest, plot-sale deposits, and disbursements. Audit-ready.
Pre-need to At-need Conversion
What percent of pre-need contracts converted to at-need services this year, by source and director.
Revenue by Service Type
At-need / pre-need / cemetery / cremation / merchandise breakdown. Filter by location.
Revenue by Location
Per-location P&L for chains and combo operations. Surface underperforming branches.
Memorial Fund Activity
Donations received per case, total disbursed to invoices, payment-processor fees absorbed by donors vs firm.
Director / Arranger Performance
Cases worked, average sale value, conversion rate, family-portal engagement. Useful for incentive comp.
Custom reports are included on Enterprise. We'll build a saved view with your specific filters, columns, and groupings — and you can re-run, export, or schedule it like any standard report.