Real accounting, built for death care.
Most CRMs export to QuickBooks and call it a day. We give you a real ledger inside the same product — with two surfaces no generic accounting tool understands: state-regulated pre-need trust accounting and perpetual care endowment tracking for cemeteries. Plus two-way QuickBooks Online sync, ten pre-built reports including death-care-specific ones, and audit-ready filings for your state regulator.
What generic accounting tools don't understand
Both surfaces are state-regulated and audit-grade. Generate filing-ready PDFs in two clicks. Posting to the GL is automatic from the source contracts.
Pre-need trust ledger
Pre-paid funeral funds held in state-regulated trust until services are rendered. Every deposit, withdrawal, and interest accrual posts automatically. Annual filings generate from the same data.
- 142 active contracts · $1.85M in trust
- Auto-posts deposit JE on contract signing
- Auto-posts release JE + revenue recognition on service
- Filing-ready PDF for state regulators in two clicks
- Per-state regulatory profile (NC, FL, CA, TX, PA, …)
Already on QuickBooks? Two-way sync, zero double entry.
Connect once, map your chart of accounts (we suggest the mappings), and Perpetual Care keeps QBO in sync — invoices, bills, payments, customers, vendors, and journal entries.
| Perpetual Care | → | QuickBooks |
|---|---|---|
| 1000 · Cash — Operating | 1010 · Checking | |
| 1100 · Accounts Receivable | 1200 · A/R | |
| 2100 · Pre-need Trust Liability | Custom · Trust Liability | |
| 4000 · Revenue — At-need | 4010 · Service Revenue | |
| 4030 · Revenue — Merchandise | 4020 · Product Revenue |
Every invoice you send, every Memorial Fund donation that lands, every pre-need contract you sign — all of it posts to the GL automatically with the right debit/credit and the right state-regulated sub-ledger. No double entry. No reconciliation gaps.
Let's build software the families you serve deserve.
Thirty minutes with our team. Bring your hardest workflow. We'll show you how it looks in Perpetual Care.