Accounting
A full double-entry ledger inside MortemCare. Every invoice, payment, deposit and expense from your case work posts itself, so your books are current the moment the work is done, not at the end of the month.
How money flows
Your team never re-keys a figure. The invoice you raise on a case and the payment a family makes against it become balanced journal entries on their own, in the accounts you chose.
Services and merchandise are added to the case as arrangements are made.
Issuing the invoice posts revenue and what the family owes you.
Each deposit or part payment lands in the bank account it was paid into.
A balanced journal, linked back to its source, ready for your reports.
Everyday bookkeeping
The day-to-day finance work of a funeral home, in the same place your team already manages cases.
01 Money in
02 Money out
03 Banking & reconciliation
Controls & month-end
Month-end is a checklist, not a scramble. MortemCare runs the checks, tells you exactly what is blocking the close, then locks the period so nothing changes behind your back.
Reports
Run them for this month, this quarter, the year to date or any range, by company and branch. Print them, or export to PDF and Excel, and open any account straight to the ledger lines behind it.
Also included
The pieces that usually live in a separate package, a spreadsheet or a filing cabinet.
Start from a ready-made chart of accounts and add your own. System accounts stay locked so automatic postings always have somewhere to go.
Register hearses, cold rooms and equipment, preview and post monthly depreciation, and record disposals with their gain or loss.
Pick a cutover date and bring in your trial balance plus the invoices and bills still open, posted as one conversion journal.
One accounting view of everyone you bill and everyone you pay, with what each one owes or is owed.
Bank statements, receipts, tax filings, contracts and insurance in one filing system, with a folder for anything expiring soon.
Stock purchases, usage and adjustments post to the ledger too, so what you spend on caskets and supplies is never missing from the books.
Explore inventoryWe'll walk through invoicing, reconciliation and month-end with your team.
Questions
Straight answers for directors and the accountants who work with them.
In many cases, no. MortemCare includes a full double-entry ledger with bills, banking, reconciliation, period close and financial reports. If you work with an external accountant, you can give them reports in PDF or Excel, and your team keeps working in one system.
Automatically. When you issue an invoice on a case or record a payment against it, MortemCare posts a balanced journal entry. You decide which income account each service or package posts to, and payments go to the bank or cash account they were paid into.
Yes. You choose a cutover date, then enter your trial balance and the customer invoices and supplier bills still outstanding on that date. MortemCare checks that it balances and posts it as a single conversion journal, without duplicating anything.
You import your bank statement as a CSV file and map its columns. MortemCare suggests likely matches for each line, which you confirm, and lines like bank charges can be coded to an account on the spot. Importing the same file again won't create duplicates.
Posted journals are never edited or deleted. Mistakes are corrected with credit notes, voids and reversing entries, and the original stays in the audit trail with who did what and when. Once a month is closed, entries dated in it are locked.
Yes. Revenue and expenses are tracked by branch, and reports and the accounting overview can be filtered by company and branch, so you can compare locations or look at the whole business.
