FeaturesAdministration
The margin of every case. Finally visible.
Quoted, charged, collected, outstanding and margin on one line. And your funeral home's numbers at a glance, by location and period.
The account of every case sits on one line, with supplier costs flowing back to the service by themselves. For the monthly meeting there is the dashboard: requests, cases, accepted quotes, response times, sources.
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Administration and Invoicing With AI features
The account of every case on one line: quoted, charged, collected, outstanding. And the margin, which today nobody sees.
What it includes
- chronological register of cases, filterable and exportable
- payments with deposit and balance, method and date
- installment payments
- payment schedule
- tracked reminders
- adjustments with an audit trail
- costs assigned to the case
- supplier invoices recorded and linked to the case
- margin by case and by location
- cost per case acquired, by channel
- built-in e-invoicing (issued and received)
- export for your accountant
Built for Italian requirements today; we adapt it to your country.
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Insights and Reporting AI native
The numbers of your funeral home at a glance, by location and period. The document that opens the monthly meeting.
What it includes
- requests by status
- open and closed cases
- quotes sent and accepted
- comparison between locations
- margin by case, service and location
- average amount
- average response time
- source of requests
- comparison with the previous year
- exportable summary
Ask your data
Which location had the lowest margin in September, and why?
Cases by location, September
Sample data
Frequently asked questions
Is e-invoicing included?
Yes: e-invoicing for issued and received invoices, and an export for your accountant. Today it is connected to the Italian exchange system (SDI); for other countries we adapt it to your invoicing rules.
Does Refuneral prepare the funeral expenses report for the Italian Revenue Agency?
Yes. In Italy the yearly funeral expenses report feeds the families' pre-filled tax returns: Refuneral prepares it from the invoices already recorded on each case, with nothing to copy by hand.
Can I ask about the numbers without knowing how to build reports?
Yes. Ask in plain language, also by voice, for example how many cases there were in March at the Central location. The AI answers with your own data.
Can I see the margin by location?
Yes: margin by case, service and location, compared across locations and with the previous year.
Can we see what is still to be collected on each case?
Yes. Every case has a line with quoted, charged, collected and outstanding, with deposits, balances, installments and a payment schedule. The AI flags cases with an unusual outstanding amount or a margin below threshold.
See it together, with your own cases.
A one-hour demo, online (in person in Italy). Bring a real case: we rebuild it in Refuneral in front of you.
Book a demo